Core Viewpoint - Nike, Inc. is expected to report a significant decline in quarterly earnings and revenue for the fourth quarter compared to the previous year [1] Financial Performance - Analysts predict Nike will report earnings of 13 cents per share, down from 99 cents per share in the same quarter last year [1] - Projected quarterly revenue is $10.72 billion, a decrease from $12.61 billion a year earlier [1] Analyst Ratings and Price Targets - Nike has beaten revenue estimates in two consecutive quarters and in six of the last ten quarters overall [2] - Evercore ISI Group analyst Michael Binetti maintains an Outperform rating but has reduced the price target from $97 to $75 [4] - Deutsche Bank analyst Krisztina Katai maintains a Buy rating with a reduced price target from $77 to $71 [4] - Barclays analyst Adrienne Yih holds an Equal-Weight rating and has cut the price target from $60 to $53 [4] - Morgan Stanley analyst Alex Straton also maintains an Equal-Weight rating, lowering the price target from $70 to $61 [4] - Wells Fargo analyst Ike Boruchow maintains an Equal-Weight rating and has raised the price target from $55 to $60 [4]

KB Home KBH posted better-than-expected earnings for the second quarter after the closing bell on Monday.KB Home reported second-quarter revenue of $1.52 billion, beating analyst estimates of $1.51 billion. The company reported second-quarter earnings of $1.50 per share, beating analyst estimates of $1.47 per share, according to Benzinga Pro."Our second quarter financial performance was solid, with results meeting or exceeding our guidance ranges, as we continue to navigate the current environment. Our team ...

Financial Performance - Vail Resorts reported third-quarter revenue of $1.29 billion, slightly missing estimates of $1.3 billion [1] - The company reported third-quarter earnings of $10.54 per share, exceeding estimates of $10.12 per share [1] Operational Insights - CEO Rob Katz noted that the stability from the season pass program helped maintain Resort net revenue, excluding Crans-Montana, consistent with the prior year despite a 7% decline in visitation [2] - The company anticipates fiscal 2025 net income attributable to Vail Resorts to be between $264 million and $298 million, and Resort Reported EBITDA for fiscal 2025 to be between $831 million and $851 million [2] Stock Performance and Analyst Ratings - Vail Resorts shares fell 3.9% to trade at $149.00 following the earnings announcement [2] - Truist Securities analyst Patrick Scholes maintained a Buy rating but lowered the price target from $247 to $244 [6] - Morgan Stanley analyst Megan Alexander maintained an Equal-Weight rating and reduced the price target from $152 to $146 [6] - Mizuho analyst Ben Chaiken maintained an Outperform rating and raised the price target from $215 to $216 [6]

Core Insights - Walmart Inc. reported first-quarter FY26 sales growth of 2.5% year-on-year to $165.60 billion, slightly missing analyst consensus of $165.88 billion, while adjusted EPS was 61 cents, exceeding the consensus estimate of 58 cents [1][3] - CEO Doug McMillon highlighted the company's solid performance in a dynamic environment, emphasizing customer service and long-term value creation [2] - For fiscal year 2026, Walmart reaffirmed an adjusted EPS outlook of $2.50 – $2.60 and sales guidance of $694.70 billion – $701.50 billion, below the street view of $705.30 billion [3] Analyst Ratings and Price Targets - Baird analyst Peter Benedict maintained an Outperform rating and raised the price target from $100 to $110 [8] - Truist Securities analyst Scot Ciccarelli maintained a Buy rating and increased the price target from $107 to $111 [8] - RBC Capital analyst Steven Shemesh reiterated an Outperform rating with a $102 price target, while Telsey Advisory Group's Joseph Feldman maintained an Outperform rating with a $115 price target [8] - DA Davidson analyst Michael Baker maintained a Buy rating with a $117 price target [8]

Deere & Company DE will release its second-quarter earnings results before the opening bell on Thursday, May 15. Analysts expect the Moline, Illinois-based company to report quarterly earnings at $5.64 per share, down from $8.53 per share in the year-ago period. According to data from Benzinga Pro, Deere projects quarterly revenue at $10.79 billion, compared to $13.61 billion a year earlier. On Feb. 13, Deere reported a first-quarter 2025 net sales and revenue decline of 30% year-over-year to $8.51 billion, ...

Core Insights - Amazon.com Inc reported first-quarter net sales of $155.7 billion, a 9% year-over-year increase, surpassing the consensus estimate of $155.04 billion [1] - The company achieved earnings per share of $1.59, exceeding the consensus estimate of $1.36 [1] - Amazon expects second-quarter net sales to range between $159 billion and $164 billion, reflecting a growth of 7% to 11% [2] Analyst Reactions - Rosenblatt analyst Barton Crockett maintained a Buy rating on Amazon and raised the price target from $287 to $288 [7] - JP Morgan analyst Doug Anmuth also maintained an Overweight rating, increasing the price target from $220 to $225 [7] - Needham analyst Laura Martin reiterated a Buy rating with a maintained price target of $220 [7] Stock Performance - Following the earnings announcement, Amazon shares rose by 3.1%, closing at $190.20 [2]