M Earnings

M reported its FY2026Q4 earnings on 2026-02-27, showcasing a revenue of 0.00 against an estimate of 7.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.55 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following M's FY2026Q4 earnings announcement on 2026-02-27, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, M's stock price tends to shift by an average of -2.91% in the 10 days leading up to earnings and +2.57% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate M’s annual revenue to reach 7.00B, while the EPS is projected at 2.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 1.59% and EPS estimates Revise Upward by 2.3% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between M's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 1.59%, while EPS estimates moved Revise Upward by 2.3% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, M's stock price typically moves by -2.91% in the 10 days before its earnings and +2.57% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 2.00 and revenue of 7.00B.

The earnings call summary presents a mixed picture. Financial performance shows lower sales but improved core adjusted EBITDA. Product development is positive, with new initiatives like the Reimagine 125 stores. Market strategy seems cautious due to macroeconomic uncertainties, and gross margin compression is expected. However, the company is optimistic about Q4 and confident in its competitive positioning. The Q&A reveals some concerns about consumer behavior and gross margin compression. Overall, the sentiment is neutral, with some positive aspects balanced by uncertainties and challenges.