Midday Stock Highlights: Dell, Arrowhead Pharmaceuticals, Urban Outfitters, and Others
Arrowhead Pharmaceuticals: The stock surged 19% after reporting fiscal year revenue of $829.4 million, exceeding analyst expectations, and announcing the first FDA-approved treatment for familial chylomicronemia syndrome.
Cleanspark and Kohl's: Cleanspark's shares rose over 4% following a 102% revenue increase to $766.3 million, while Kohl's stock jumped nearly 7% after strong third-quarter earnings and a narrower decline in same-store sales.
Embecta and Deere: Embecta's stock fell 6% after disappointing fiscal results, while Deere dropped 5% despite exceeding earnings estimates with $3.93 per share on $10.58 billion in revenue.
Nutanix and PagerDuty: Nutanix shares tumbled 15% after missing revenue expectations and lowering its full-year outlook, while PagerDuty's stock plummeted 23% despite beating earnings estimates but falling short on revenue.
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- Strong Earnings Performance: Kohl's reported an adjusted earnings per share of $1.07 for Q4, surpassing the analyst consensus of $0.85, which reflects the company's robust profitability and boosts market confidence.
- Sales Growth: Quarterly sales reached $5.173 billion, exceeding the Street's estimate of $5.032 billion, although net sales decreased by 3.9% year-over-year, indicating effective sales management despite challenges.
- Margin Improvement: The gross margin for the quarter was 33.1%, up 25 basis points year-over-year, with operating income rising to $212 million from $126 million last year, showcasing improvements in cost control and profitability.
- Cautious Future Outlook: The company anticipates a decline of 2% to flat net sales for fiscal 2026, with adjusted earnings per share projected between $1.00 and $1.60, reflecting optimism for spring sales while remaining mindful of macroeconomic pressures on low- to middle-income consumers.
- Earnings Volatility: Kohl's stock experienced a rollercoaster ride post-Q4 earnings report, initially dropping 3%, then surging over 14%, and finally stabilizing at a 7.1% gain by 11:20 a.m. ET, reflecting mixed market reactions to the results.
- Earnings Beat Expectations: Despite slightly missing sales forecasts, Kohl's reported earnings of $1.07 per share, surpassing the analyst estimate of $0.85, with quarterly profits soaring 149% year-over-year, indicating a significant improvement in profitability.
- Sales Decline: The company's sales totaled $5 billion, down 4% year-over-year, with same-store sales also declining by 3%, highlighting ongoing challenges in achieving sales growth, as full-year sales results mirrored this downward trend with declines of 4% and 3%.
- Free Cash Flow Surge: Kohl's generated over $1 billion in free cash flow in 2025, significantly exceeding the $182 million from 2024, showcasing remarkable cash flow management improvements, although management anticipates flat to 2% declines in sales for 2026.
- Market Rebound: Stocks opened lower on Tuesday but quickly rebounded after President Trump's comments hinted at a potential end to the Iran conflict, with West Texas Intermediate crude falling 10.5% to around $85 per barrel, reflecting the market's sensitivity to geopolitical risks.
- Nvidia Hardware Launch Expectations: Ahead of its annual GPU Tech Conference, Nvidia shares rose 1.6%, with analysts anticipating the launch of new hardware, particularly a new chip for training AI models, which could serve as a positive catalyst for the stock.
- Corning Stock Surge: Corning's shares jumped 7.6% following AT&T's announcement of a $250 billion investment over the next five years to build high-speed networks, positioning Corning favorably due to its leadership in optical fiber and cable manufacturing.
- Investor Caution Advised: Jim Cramer cautioned investors to be aware of market volatility, particularly how presidential comments could significantly impact the market, suggesting a need for caution in the short term to navigate potential uncertainties.
- Hims & Hers Stock Surge: Shares of Hims & Hers rose 3% after Bank of America upgraded the stock from underperform to neutral, indicating market optimism about its potential to sell Novo's Ozempic and Wegovy drugs on its platform.
- BioNTech Shares Plummet: BioNTech's stock crashed over 20% following the announcement of its co-founders' departure to establish an independent company, alongside a reported fourth-quarter net loss of €305 million, highlighting deteriorating financial conditions.
- SolarEdge Stock Rises: Following Bank of America's upgrade to neutral, SolarEdge shares surged nearly 10%, reflecting increased market confidence in its improved margin trajectory, revenue stability, and liquidity.
- United Natural Foods Lowers Guidance: The grocery distributor reported second-quarter revenue of $7.95 billion, missing the $8.11 billion expected, and lowered its full-year revenue guidance to $31 billion to $31.4 billion, indicating ongoing market challenges.











