Fourth quarter earnings have slowed to a trickle, with Oracle (ORCL) serving as the major highlight this week.

Nearly all S&P 500 companies have reported results for the quarter, and the index is tracking a 14% earnings growth rate for the quarter, which would mark the S&P 500's fifth consecutive quarter of double-digit earnings growth.

Investors have been watching for crucial updates on artificial intelligence development and disruption, the state of consumer health, and the impacts of tariffs.

This week, other big reports on the earnings calendar include Hewlett Packard Enterprise Company (HPE), NIO Inc. (NIO), Adobe (ADBE), and Dollar General (DG).

Shares of Campbell's (CPB) fell by about 5% on Wednesday after the Goldfish crackers maker lowered its 2026 guidance and reported weaker sales in its snacks business for its fiscal second quarter.

Campbell's expects net sales to decline by 1% to 2% for the full year, compared to its previous guidance of down 1% to up 1%. Adjusted earnings per share guidance was updated to a range of $2.15 to $2.25, down from the previous range of $2.40 to $2.55.

The cautious guidance was "largely driven by the near-term outlook for our Snacks business and select incremental trade investments," the company said.

For the fiscal second quarter, Campbell's posted profits of $0.48 per share, missing analyst estimates of $0.55 per share, according to S&P Global Market Intelligence. Revenue of $2.5 billion also missed estimates of $2.6 billion.

The food and beverage company said winter storms in January delayed shipments, which created a $0.04 impact on earnings per share and 1% impact on net sales.

Groupon (GRPN) stock swung 12% lower in after-hours trading following the company's weaker-than-expected financial guidance.

For 2026, Groupon forecast revenue of $513 million to $523 million, below analysts' expectations of $540 million, according to S&P Global Market Intelligence. Billings are expected to grow 3% to 5%.

In the first quarter, revenue is expected to be flat to up 2% year over year to a range of $117 million to $120 million, compared to $124 million expected.

Groupon's CEO Dusan Senkypl attributed some of the weakness to demand challenges in the online discount marketplace's non-paid channels.

"The pace of growth improvement in 2026 will be more moderate than the trajectory we were building toward," Senkypl said. "The headwinds I described in organic, owned, and enterprise channels are addressable, and we have clear action plans against each, but the fixes will take time to compound."

In the fourth quarter, earnings per share of $0.17 were in line with Wall Street estimates. Revenue of $132.7 million missed the Street's forecast of $136.5 million.

Oracle (ORCL) reported its third quarter earnings after the bell on Tuesday, beating expectations on the top and bottom lines, while raising its 2027 revenue guidance to $90 billion, sending the company's stock higher.

Shares jumped as much as 6% on the news.

The announcement comes amid reports that the company has axed plans to expand an AI data center with OpenAI (OPAI.PVT) and that it’s preparing to cut thousands of jobs.

The AI infrastructure company is spending tons of cash on data centers, but investors aren’t quite sold on the idea.

Oracle stock has fallen steeply. After climbing to a high of $345.72 in September, the stock was trading at $149 as of Tuesday afternoon. Shares are now off 54% over the last six months and 23% since the start of the year.

For the quarter, Oracle saw earnings per share (EPS) of $1.79 on revenue of $17.19 billion, above analysts' expectations of EPS of $1.70 on revenue of $16.9 billion. The company reported $1.47 and $14.1 billion in the same period last year.

Oracle’s cloud segment brought in $8.9 billion versus expectations of $8.8 billion. Cloud infrastructure saw sales of $4.9 billion, ahead of estimates of $4.74 billion.

Read the whole story here.

Yahoo Finance's Daniel Howley previews what to expect when Oracle (ORCL) reports its third quarter earnings after the bell on Tuesday:

Read more here.

Kohl's (KSS) stock dropped 5% in premarket trading but recovered by midday trading as investors were disappointed by a steeper-than-expected comparable sales decline during the holiday quarter.

Same-store sales declined 2.8%, whereas the Street expected a comparable sales decline of 1.7%.

Earnings per share were $1.07, compared to estimates of $0.89 per share, according to S&P Global Market Intelligence. Net sales of $4.97 billion came in short of the Street's estimates of 5.07 billion.

"We are ending 2025 in a stronger position than we started, with important work still ahead of us," Kohl's CEO Michael Bender said. "Over the past year, our efforts have been focused on resetting our foundation. This focus is intended to stabilize the business and strengthen our operational ability to build for a stronger future."

For the full year, Kohl's expects comparable sales to be between flat and a decrease of 2%. Adjusted earnings are expected to be between $1.00 and $1.60, with a midpoint in line with estimates.

US-listed shares of the Chinese electric vehicle maker Nio (NIO) popped 6% in premarket trading on Tuesday after the company reported solid fourth quarter results that included its first net profit.

Nio reported record revenue of 34.6 billion Chinese yuan (approximately $5 billion), compared to the 33.2 billion yuan estimated. Quarterly profits of $0.05 per share missed estimates by $0.01, according to S&P Global Market Intelligence, but marked the company's first net profit.

Gross margins of 17.5% also accelerated from 11.7% in fourth quarter of last year. Vehicle deliveries of 124,807 increased by 71.7% from the fourth quarter of 2024.

The Shanghai-based company aims to achieve full-year profitability in 2026 as it sees momentum for its SUVs.

"In 2025, the competitiveness of our products across three brands was widely recognized within their respective market segments," Nio CEO William Bin Li said. "The NIO All-New ES8 maintained strong delivery momentum, setting a new monthly delivery record among vehicles priced above RMB400,000. The ONVO L90 also delivered outstanding performance, becoming the best-selling large BEV SUV in 2025."

Hewlett Packard Enterprise (HPE) beat Wall Street's second quarter revenue estimates when it reported earnings on Monday afternoon, citing the AI infrastructure boom driving demand for the company's servers.

The company also raised its fiscal ‌2026 adjusted earnings per share forecast to $2.30-$2.50, higher than the expected $2.25-$2.45.

"Demand for our products and solutions was strong, ⁠with orders increasing double digits year over year across all segments," CEO Antonio Neri said.

Hewlett Packard Enterprise stock rose more than 2% in after-hours trading.

Reuters reports:

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Casey's General Stores (CASY) reported a wide earnings beat in its fiscal third quarter, driven by higher fuel profits.

For the quarter, the gas and convenience store chain reported earnings per share of $3.49, compared to estimates of $2.98 per share, according to consensus estimates from S&P Global Market Intelligence. Revenue of $3.91 billion, however, missed estimates of $4.04 billion.

Casey's said gallons of fuel sold increased 0.4% year over year, with fuel margins of $0.41 per gallon. The company's total fuel gross profit increased 15.3% year over year to $348.2 million.

Overall operating costs increased by 4%, driven in part by higher labor and snow removal costs, and are expected to increase by 10% in 2026.

For the full year, Casey's also forecast same-store sales (excluding fuel) to increase 3.5% to 4.5% with a margin of approximately 41.5% to 42.5%.

The stock traded about 2.5% lower in extended hours.

As fourth quarter earnings season winds to a close, some remaining releases bear watching. In focus will be Oracle's (ORCL) report on Wednesday, as it could offer another crucial update on the state of the artificial intelligence industry following a report from Nvidia (NVDA).

Here's a look at the earnings calendar for the week ahead:

For more on what to watch this week, check out this roundup from my colleague Jake Conley > 

Yahoo Finance's Francisco Velasquez reports:

Read more here.

Shares of the Gap (GAP) fell more than 8% on Friday morning after weak Athleta sales and tariff impacts weighed on the business.

Fourth quarter earnings of $0.45 per share were in line with Wall Street's estimates, according to S&P Global Market Intelligence. Revenue of $4.23 billion was just shy of the $4.24 billion estimate, with the Gap brand posting the strongest same-store sales (up 7% year over year), while Athleta sales were the weakest (down 10% year over year).

Overall same-store sales growth of 3% for 2025 also came in slightly below the consensus estimate of 3.47%.

On the earnings call, executives explained that tariffs weighed heavily on financial results last year. Gap sources nearly half of its products from Southeast Asia.

"Changes in global tariff rates in 2025 had a substantial impact on our profits," Gap CFO Katrina O'Connell said in the earnings call. O'Connell stated that tariffs had a 200 basis point effect on gross and operating margins in the fourth quarter and a 120 basis point effect for the full fiscal year.

For the year ahead, Gap expects net sales growth of approximately 2% to 3% year over year and adjusted profits of $2.20 to $2.35. However, the guidance was made with the assumption that President Trump's most sweeping tariffs would still be in effect. The Supreme Court struck down those tariffs, and Trump imposed a new 10% tariff under a different authority, which could have a net beneficial effect on Gap's year.

Costco (COST) CEO Ron Vachris said the company plans to use any tariff refunds it receives from the US government to create "lower prices and better values" for customers, saying on the earnings call that the wholesale retailer will "be transparent on how we plan to do this if and when we receive any refunds."

Costco was one of more than 2,000 companies that filed lawsuits seeking to recoup costs from tariffs paid under the International Emergency Economic Powers Act (IEEPA), which were struck down by the Supreme Court.

The likelihood that Costco would receive a tariff refund increased this week after a federal judge affirmed that "all importers of record" would be entitled refunds for those tariffs.

However, with $175 billion at stake and the Trump administration expected to appeal the decision, experts caution that there's likely to be more legal hurdles ahead.

“It is not yet clear what the process will be, what refunds, if any, will be received and when this will happen,” Vachris said. He alluded to this complexity, stating that the layered and changing tariff rates made it challenging to track the impact on individual items.

He did note, however, that "in many cases, we didn't pass the full cost on to our members."

Marvell Technology (MRVL) on Thursday reported better-than-expected first quarter revenue of around $2.4 billion, beating the $2.27 billion analysts estimated, according to LSEG data. The company said increased adoption of AI tools by enterprise clients is driving demand for the custom chips that power data centers.

Marvell stock jumped 14% in extended trading.

Reuters reports:

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Costco (COST) stock drifted lower in extended trading after reporting its fiscal second quarter results that modestly beat estimates on the top and bottom lines.

Adjusted same-store sales picked up to 6.7% in the quarter, which was slightly below sales growth in the same quarter a year ago and in line with estimates.

Diluted earnings per share of $4.58 were higher than earnings per share of $4.03 last year and beat Wall Street's expectations of $4.54 per share, according to S&P Global Market Intelligence. Revenue grew to $69.5 billion, exceeding estimates of $69.3 billion.

On the earnings call, investors will be listening for updated financial guidance and updates on whether customers are renewing their memberships at usual rates. Costco is generally considered well-positioned to outperform in uncertain economic environments and when consumers seek value, as evidenced by the stock's 13% gain year to date.

Also in focus will be any commentary on tariffs and tariff refunds. Costco was one of the more prominent companies to file a lawsuit seeking a tariff refund after the Supreme Court invalidated President Trump's most sweeping global tariffs. On Thursday, a judge began clarifying that process, saying the government would have to proceed in issuing refunds.

Listen to the earnings call live here.

BJ's Wholesale Club (BJ) reported an earnings beat but a revenue miss for the fourth quarter as the company looks to refine its merchandise assortment and drive membership growth.

The retailer posted adjusted earnings per share of $0.96 for the quarter on revenue that increased 5.5% year over year to $5.44 billion. While earnings beat estimates of $0.92 per share, revenue missed expectations of $5.54 billion.

The company's fiscal 2026 profit guidance of $4.40 to $4.60 per share also fell short of the $4.66 midpoint analysts were expecting. That sent the stock more than 4% lower in premarket trading.

However, BJ's grew its membership in the fourth quarter, with income from membership fees rising 10.9% to $129.8 million.

"As we reflect on the year, our results demonstrate the strength of our transformation and disciplined execution of our long-term priorities," CEO Bob Eddy said. "Our focus on enhancing our assortment, investing in value, and expanding our footprint continues to resonate, and I’m proud of the progress we made this year."

Burlington Stores (BURL) stock rose more than 5% during premarket hours on Thursday after the company's fourth quarter results beat analysts' estimates.

Investing.com reports:

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Investing.com reports:

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Victoria's Secret (VSCO) shares fell 7% before the bell on Thursday, despite reporting upbeat guidance for its fourth quarter earnings. The lingerie retailer also reported better-than-expected results for the quarter.

Investing.com:

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Reuters reports:

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Chipmaker Broadcom (AVGO) reported its first quarter earnings after the bell on Wednesday, beating expectations on the top and bottom lines and offering a better-than-anticipated Q2 outlook.

But that wasn't enough to satisfy an already anxious Wall Street. Broadcom stock was largely flat on the news.

For the quarter, the company saw earnings per share (EPS) of $2.05 on revenue of $19.31 billion. That topped analysts' estimated EPS of $2.03 and revenue of $19.26 billion.

For the second quarter, Broadcom said it sees revenue of about $22 billion. Wall Street was expecting $20.5 billion.

The company also approved a new $10 billion share buyback.

"Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions," CEO Hock Tan said in a statement. "Q1 AI revenue of $8.4 billion grew 106% year over year, above our forecast, driven by robust demand for custom AI accelerators and AI networking."

Tan added that AI revenue growth is accelerating and that the company anticipates Q2 segment revenue of $10.7 billion.

The AI trade has had a rocky start to the year with investors questioning Big Tech's massive investments in the technology. But at the same time, announcements from Anthropic (ANTH.PVT) and OpenAI (OPAI.PVT) have rocked software stocks, as analysts raise concerns about whether AI will crush existing industries ranging from software-as-a-service companies like Salesforce (CRM) to cybersecurity firms like CrowdStrike (CRWD).

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