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Source document· February 18, 2026

Earnings live: Carvana stock plunges after profit miss, DoorDash slides amid mixed results

View original at finance.yahoo.com
Earnings live: Carvana stock plunges after profit miss, DoorDash slides amid mixed results Fourth quarter earnings season is entering its final stretch…
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  • Airbnb Q1 2026 revenue forecast of $2.59B-$2.63B, signaling strong demand for premium bookings

    80% confidence
  • McDonald's is factoring in changing diet preferences such as customers opting for less sugary drinks into its offerings being tested

    80% confidence
  • As GLP-1 adoption grows, consumers eat fewer calories and the mix of what they eat changes

    80% confidence
  • 74% of S&P 500 companies had reported Q4 results as of Feb. 13, with blended earnings growth at 13.2%

    80% confidence
  • DoorDash Q1 2026 adjusted EBITDA expected to be $675M-$775M, below Street's $800M estimate

    80% confidence
  • Coinbase customer funds are safe following exchange issues

    80% confidence
  • The Extra Value Meal is fundamental in the current environment and many McDonald's locations would keep it even as company pulls back on franchisee support in Q1

    80% confidence
  • DoorDash Q1 2026 marketplace GOV expected to be $31.0B-$31.8B, above Street's $30.75B forecast

    80% confidence
  • McDonald's has made significant progress on value and affordability platforms resonating with consumers and will not lose on value

    80% confidence
  • Coinbase Q1 2026 subscription and services revenue expected to be $550M-$630M

    80% confidence
  • Coinbase has seen $420 million of transaction revenue in the first quarter through Feb. 10

    80% confidence
  • If 13.2% blended earnings growth holds, it would represent the 10th consecutive quarter of annual earnings growth and the fifth consecutive quarter of double-digit growth for the S&P 500

    80% confidence

Data points we hold from this source

Coinbase Global · stock price-8 percent_change_ytd
Coinbase Global · revenue420 million_USD
Coinbase Global · revenue983 million_USD
Coinbase Global · revenue1.78 billion_USD
McDonald's Corporation · market share6.8 percent_same_store_sales_growth
What we know · the intelligence behind this page
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What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
We flag conflicts openly ›
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Earnings live: Carvana stock plunges after profit miss, DoorDash slides amid mixed results — Source | Via News | Finance Via News