Core Viewpoint - Deere & Company (DE.US) experienced a decline of over 5.5%, reaching a low of $470.5, following the release of its fourth-quarter earnings report which showed mixed results [1] Financial Performance - The company reported fourth-quarter revenue of $12.39 billion, exceeding analyst expectations of $9.85 billion [1] - Net income for the quarter was $1.06 billion, or $3.93 per share, down from $1.24 billion or $4.55 per share in the same period last year [1] - The decline in net income was primarily attributed to weak demand for tractors and combine harvesters [1] Future Outlook - Deere & Company projects net income for the fiscal year 2026 to be between $4 billion and $4.75 billion, which is below analyst expectations of $5.33 billion [1]

智通财经APP获悉，周三，新思科技(SNPS.US)开盘暴跌超35%，创下自2004年以来最大跌幅，报 392.55美元。消息面上，此前该公司公布的第三财季业绩及指引均逊于预期。新思科技表示，在截至7 月31日的第三财季，其营收同比增长14%，达到17.4亿美元;调整后每股收益为3.39美元。分析师此前预 计该公司营收为17.7亿美元，调整后每股收益为3.80美元。展望未来，新思科技预计第四财季调整后每 股收益在2.76美元至2.80美元之间，营收预计在22.3亿美元至22.6亿美元之间。此前分析师预计该公司每 股收益为4.50美元，营收为21亿美元。 新思科技首席财务官Shelagh Glaser表示，在设计知识产权业务表现不佳的情况下，公司"对第四季度持 更为谨慎的态度，同时预计今年仍将连续实现盈利增长"。 ...

Core Viewpoint - HPE reported a record revenue of $9.14 billion for Q3, marking a 19% year-over-year increase, exceeding analyst expectations [1] Financial Performance - Q3 revenue reached $9.14 billion, surpassing the expected $8.84 billion [1] - Adjusted earnings per share (EPS) were $0.44, above the anticipated $0.42 [1] - Adjusted gross margin improved to 29.9%, an increase of 50 basis points from the previous quarter [1] - Server revenue was $4.94 billion, exceeding the forecast of $4.72 billion [1] Future Outlook - For Q4, HPE expects revenue between $9.7 billion and $10.1 billion, while analysts predict $10.11 billion [1] - Adjusted EPS is projected to be between $0.56 and $0.60, aligning with the analyst estimate of $0.56 [1] - For the full year, the company anticipates revenue growth of 14% to 16%, up from a prior forecast of 7% to 9% [1] - Full-year EPS is expected to be between $1.88 and $1.92, compared to the previous estimate of $1.78 to $1.90 [1]

Core Insights - Affirm Holdings (AFRM.US) experienced a significant increase of over 16%, reaching a three-and-a-half-year high of $93.33 following the release of its Q4 earnings report [1] Financial Performance - Q4 revenue grew by 33% year-over-year to $876 million, surpassing market expectations of $837 million [1] - The company reported a net profit of $69.2 million, a turnaround from a loss of $45.1 million in the same quarter last year [1] - Earnings per share (EPS) were 20 cents, exceeding market expectations of 11 cents [1] Transaction Metrics - The total gross merchandise volume (GMV) for Q4 increased by 43% year-over-year, reaching $10.4 billion [1] Strategic Outlook - The company stated in its shareholder letter that its consistent execution has led to achieving operating profit in Q4 of fiscal year 2025, aligning with the timeline promised a year ago [1]

Core Insights - Nintendo's operating profit for the first quarter reached 56.93 billion yen, a year-on-year increase of 4.4%, surpassing the forecast of 54.77 billion yen [1] - The net profit for the first quarter was 96.03 billion yen, reflecting a 19% year-on-year growth, exceeding the expected 58.07 billion yen [1] - Sales revenue for the first quarter amounted to 572.36 billion yen, significantly up from 246.64 billion yen in the same period last year, and above the forecast of 489.75 billion yen [1] Financial Forecasts - Nintendo maintains its forecast for the fiscal year 2026, projecting an operating profit of 320.00 billion yen, while the market expectation is 402.94 billion yen [1] - The company also forecasts a net profit of 300.00 billion yen for fiscal year 2026, compared to the market estimate of 358.62 billion yen [1] - Sales revenue for fiscal year 2026 is projected at 1.90 trillion yen, lower than the market forecast of 2.14 trillion yen [1] - Nintendo anticipates a dividend of 129.00 yen for fiscal year 2026, while the market expectation is 155.54 yen [1]