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Source document· February 9, 2026

Earnings live: Cleveland-Cliffs stock slides after revenue miss, Monday.com stock tanks

View original at finance.yahoo.com
Earnings live: Cleveland-Cliffs stock slides after revenue miss, Monday.com stock tanks The fourth quarter earnings season is more than halfway over, and the S&P 500 is on track for solid earnings growth…
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  • HODL (hold on for dear life)

    80% confidence
  • Peloton expects subscriptions to decrease by 8% year over year to a range of 2.65 million to 2.67 million in fiscal Q3 and revenue between $605 million and $625 million, a 1% decline year over year

    80% confidence
  • If the 13% EPS growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the S&P 500 and the fifth consecutive quarter of double-digit growth

    80% confidence
  • Philip Morris expects earnings per share of $7.87 to $8.02 in 2026

    80% confidence
  • Three themes emerging from Q4 earnings season: capital expenditures and artificial intelligence, particularly in Big Tech; how companies are thinking about tariffs; and the K-shaped consumer

    80% confidence
  • Monday.com expects first quarter revenue of $338 million to $340 million and operating income of $37 million to $39 million

    80% confidence
  • e.l.f.'s value proposition, powerhouse innovation and disruptive marketing engine continue to fuel the brands and the company remains confident in its ability to grow market share and deliver best-in-class growth in beauty

    80% confidence
  • As 2026 started, the negative situations affecting Cleveland-Cliffs have all improved

    80% confidence
  • 59% of S&P 500 companies have reported fourth quarter results as of Feb. 6, and Wall Street analysts estimate a 13% increase in earnings per share for the fourth quarter

    80% confidence
  • Strategy's capital structure is stronger and more resilient today than ever before

    80% confidence
  • Despite the continued impact of US tariffs, strong demand supported by product competitiveness has led to increased sales volumes, and Toyota achieved a high level of profit due to price revisions

    80% confidence
  • Cleveland-Cliffs expects to ship 16.5 million to 17 million tons of steel in 2026

    80% confidence
  • Cleveland-Cliffs performance in 2025 was negatively affected by persistently weak production levels from the automotive sector, an expiring five-year slab contract becoming value-destructive, and a newly adverse dynamic in the Canadian market

    80% confidence
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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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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
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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.
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Earnings live: Cleveland-Cliffs stock slides after revenue miss, Monday.com stock tanks — Source | Via News | Finance Via News