Earnings live updates: Salesforce, CrowdStrike, Okta stocks surge as AI boom helps lift Q2 results

LIVE Earnings live updates: Dollar General, Dollar Tree stocks diverge as guidance overshadows earnings Yahoo Finance Updated Thu, August 27, 2026 at 2:00 PM GMT+2 1 min read The second quarter earnings season is nearly complete, and Nvidia's ( NVDA ) Q2 earnings beat on Wednesday served as a keystone to a remarkably strong stretch of corporate reports. Nvidia stock jumped 5% during premarket trading on Thursday following the company's earnings release. Software and cybersecurity stocks also rose before the bell on Thursday following a string of strong earnings reports.

Salesforce ( CRM ), CrowdStrike ( CRWD ), and Okta ( OKTA ) stocks lifted by double digits in premarket trading. According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year , the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.

In addition to Nvidia's results, investors weighed key updates this week from dollar stores Dollar Tree ( DLTR ) and Dollar General ( DG ), software companies Intuit ( INTU ) and Zoom ( ZM ), and other retailers like Dick's Sporting Goods ( DKS ) and Kohl's ( KSS ). LIVE 12 updates Today at 11:47 AM UTC Grace O'Donnell Dollar General stock jumps on earnings beat, guidance raise Dollar General ( DG ) stock jumped 13% on Thursday after the retailer reported second quarter earnings that beat estimates and raised its full-year financial outlook. Earnings per share of $2.

48 widely beat analysts’ expectations of $2. 00. Tariff refunds helped boost the bottom line, with the company estimating a $0.

25 per share lift from the payments. Revenue of $11. 3 billion also topped estimates of $11.

19 billion and rose 5. 2% from a year ago. Dollar General posted its fifth straight quarter of traffic growth, which rose 2% in the second quarter.

Overall, same-store sales rose 3. 5% due to more customers visiting its stores and a 1. 5% increase in the average transaction amount.

For the full year, Dollar General now expects diluted earnings per share of between $7. 80 and $ 8. 00, up from its previous guidance of $7.

20 to $7. 45 and above expectations of $7. 39 at the midpoint.

Same-store sales in 2026 are expected to grow 2. 5% to 2. 9%, up from 2.

2% to 2. 7%. Today at 11:38 AM UTC Grace O'Donnell Dollar Tree stock falls despite earnings beat Dollar Tree ( DLTR ) reported second quarter results that beat Wall Street analysts’ expectations, but the stock fell 4% anyway as the discount retailer’s third quarter guidance disappointed.

Investing. com reports: The discount retailer posted adjusted earnings per share of $2. 70, significantly surpassing the analyst consensus of $1.

11. Revenue reached $4. 9 billion, topping the estimate of $4.

85 billion and representing a 7. 0% increase YoY. Comparable store net sales rose 3.

7%, driven by a 3. 3% increase in average ticket and a 0. 4% increase in traffic.

The quarter's results included a $1. 31 per share benefit related to the net impact of tariff refunds. However, the company's third quarter guidance disappointed investors.

Dollar Tree expects adjusted EPS of $0. 80 to $0. 95, with a midpoint of $0.

88 that includes an approximate $0. 50 impact related to tariff refund reinvestments. It is below the consensus estimate of $1.

39. The company projects third-quarter comparable store net sales growth of 3. 0% to 4.

0% on revenue of $5. 0 billion to $5. 1 billion.

Read more. Today at 11:35 AM UTC Brooke DiPalma Best Buy beats Q2 earnings across the board, raises outlook amid computing strength Best Buy's ( BBY ) latest quarterly results surpassed Wall Street's expectations on Thursday as new technology boosted the quarter. "We drove growth across almost all our major product categories as well as continued strong performance in our Best Buy Ads and Marketplace initiatives," Best Buy CEO Corie Barry said in the release.

In the second quarter, the company posted same-store sales growth of 4. 1%, well above Wall Street's 1. 6% estimate and up from 1.

6% in the same period last year. Revenue came in at $9. 8 billion, above the $9.

6 billion expected, and adjusted earnings were $1. 47 per share, also above the $1. 38 per share expected.

The stock declined 2% in premarket trading, however. Read more. Wed, August 26, 2026 at 8:49 PM UTC Grace O'Donnell Okta stock surges on earnings beat as AI agents boost demand for identity controls Okta ( OKTA ) stock surged over 19% in after-hours trading after the company’s subscription backlog increased 17% year over year, as agentic AI adoption helped boost demand for identity services.

In the latest quarter, Okta reported total revenue of $805 million, an increase of 11% year over year and well above estimates of $793 million. Subscription revenue rose 12% annually to $793 million. Adjusted earnings per share came in at $1.

05, above analyst estimates of $0. 96 per share. Okta AlphaSpace earnings chart Okta’s remaining performance obligations, or its subscription backlog for the next 12 months, increased 17% to $4.

85 billion. For the full year, Okta expects revenue of $3. 216 billion to $3.

226 billion, representing year-over-year growth of 10% to 11%. That also beat the expected forecast on the Street of $3. 19 billion.

Wed, August 26, 2026 at 8:37 PM UTC Daniel Howley Nvidia tops Q2 expectations, offers strong outlook, but stock falls Nvidia ( NVDA ) reported its Q2 earnings on Wednesday, beating Wall Street's expectations on the top and bottom lines and providing a better-than-expected outlook for the third quarter. For Q2, Nvidia saw adjusted earnings per share (EPS) of $2. 22 on revenue of $96.

2 billion, which is better than the EPS of $2. 09 and revenue of $92. 3 billion that Wall Street was anticipating.

The company also says it is projecting Q3 revenue of between $105. 8 billion and $110. 1 billion.

Wall Street was calling for $1. 51 billion. Despite the beat and raise, Nvidia stock fell more than 2% following the news.

"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable.

Now, compute is revenue," Nvidia CEO Jensen Huang said in a statement. "And demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online — with strong momentum across the U.

S. and around the world. The AI infrastructure buildout is at full steam.

Vera Rubin, now in full production, was built to power exactly this moment. " Read more. Wed, August 26, 2026 at 8:35 PM UTC Grace O'Donnell CrowdStrike stock jumps as 'Mythos moment' turbocharges cybersecurity adoption CrowdStrike ( CRWD ) stock jumped over 10% after the cybersecurity company posted record net new annual recurring revenue of $333 million.

“Q2 was the best quarter in CrowdStrike's history," CEO George Kurtz said. "The Mythos moment translated into mass-market acceptance that AI adoption needs security, and that's CrowdStrike. Every enterprise will run on AI, and securing it is the largest market opportunity in our history.

” CrowdStrike’s annual revenue forecast of $6. 60 billion-$6. 61 billion came in above Wall Street’s estimates of $5.

93 billion. In the second quarter, CrowdStrike also beat analysts’ expectations. Total revenue was $1.

47 billion, above the estimated $1. 43 billion, and earnings per share of $0. 01 were in line with expectations.

Wed, August 26, 2026 at 8:18 PM UTC Grace O'Donnell Salesforce's strong earnings guidance helps calms SaaSpocalypse fears Salesforce ( CRM ) stock popped 14% as strong guidance helped Wall Street brush off concerns that the software company is falling behind in the AI race. The stock’s gains accelerated on news that Salesforce is expanding its partnership with AI startup Anthropic ( ANTH. PVT ) to launch Claudeforce, putting the Claude model directly in Salesforce’s platform.

"I think they did what they needed to do to kind of at least calm some fears in the market," RBC research analyst Rishi Jaluria told Yahoo Finance. "There's still a long road to go before the market may start to look at this as maybe an AI winner, but at least for now, they've calmed some of those fears. " For the third quarter, Salesforce guided for revenue of $11.

42-$11. 5 billion, above the midpoint estimate of $11. 4 billion, according to S&P Global Market Intelligence data.

The company expects earnings per share between $1. 81 and $1. 83.

Salesforce also raised its full-year revenue guidance to $46. 1 billion to $46. 4 billion, reflecting 11%-12% growth year over year, from the previous range of $45.

9 billion to $46. 2 billion. "We just delivered one of our best quarters ever, outperforming across every key metric," said CEO Marc Benioff.

"AI is delivering value across every layer of our platform. We're seeing incredible demand for our AI and data products, with ARR about to cross $4 billion. " Wed, August 26, 2026 at 3:31 PM UTC Grace O'Donnell Kohl's stock gains on upbeat guidance, earnings that topped expectations Kohl’s ( KSS ) reported better-than-expected second quarter results on Wednesday and raised its outlook, sending the stock about 2% higher.

Investing. com reports on the results: The retailer posted adjusted earnings per share of $1. 28 for the second quarter, beating the analyst consensus of $0.

57 by $0. 71. However, revenue of $3.

32 billion fell short of the $3. 4 billion analyst estimate and declined 0. 9% YoY.

Comparable sales also decreased 0. 9% for the quarter. Gross margin expanded 305 basis points to 43.

0%, aided by approximately $100 million in tariff refunds that flowed through gross margin during the quarter. The company raised its full-year 2026 adjusted EPS guidance to a range of $1. 80 to $2.

40, with a midpoint of $2. 10 that significantly exceeds the analyst consensus of $1. 43.

Kohl's expects full-year net sales and comparable sales to decline between 1. 5% and flat. The company also announced it is restarting its share repurchase program with up to $100 million in buybacks planned for 2026.

Read more. Wed, August 26, 2026 at 11:58 AM UTC Grace O'Donnell Abercrombie & Fitch stock soars on earnings beat, guidance raise Abercrombie & Fitch ( ANF ) stock soared 36% on Wednesday after the retailer reported an earnings beat and lifted its full-year outlook. The apparel retailer said it didn't lower prices as much as it expected in the second quarter — notable as other retailers have called out a highly promotional environment — and said its products are resonating with shoppers, driving the outperformance in Q2.

"We've got momentum headed into and through back to school, and that's carrying us into August and Q3," Abercrombie CFO Robert Ball said on the company's earnings call. "So we're excited to be positioned to drive another quarter here, 5%-6% growth on the top line and double-digit operating margins. " In Q2, Abercrombie reported net income per share of $4.

17, inclusive of a $1. 75 benefit from tariff refunds. That surpassed Wall Street analyst expectations for earnings of $1.

97, per S&P Global Market Intelligence. Revenue of $1. 27 billion also beat estimates of $1.

25 billion. Abercrombie also shared a more upbeat outlook for the remainder of the year. For the full year, Abercrombie now expects net sales growth of around 5%, up from a previous range of 3% to 5%.

Net income per share is expected to come in at $13. 10-$13. 60, above the previous range of $10.

20-$11. 00. "We delivered record second quarter net sales and our 15th consecutive quarter of growth, reflecting our teams' continued focus on serving customers with compelling product, marketing, and experiences," CEO Fran Horowitz said in a statement.

"Growth was balanced across our brands and regions, highlighted by accelerating momentum in the Americas and improving trends in EMEA. " Tue, August 25, 2026 at 8:44 PM UTC Grace O'Donnell Intuit stock falls on disappointing full-year guidance Intuit ( INTU ) reported top- and bottom-line beats in its fiscal fourth quarter, but softer-than-expected full-year guidance sent the stock tumbling 8% in after-hours trading. In Q4, Intuit’s revenue increased 14% year over year to $4.

4 billion, beating Wall Street analyst estimates of $4. 26 billion. Adjusted earnings per share of $4.

03 also surpassed estimates of $3. 59, according to S&P Global Market Intelligence data. For fiscal year 2027, Intuit guided diluted earnings per share of $20.

12 to $20. 36, missing analyst estimates of $20. 60.

Intuit’s revenue outlook of $23. 28 billion to $23. 51 billion also fell short of estimates of $24.

7 billion. “Fiscal 2026 demonstrated the strength of our platform and the growing contribution of our Big Bets,” said Sandeep Aujla, Intuit's chief financial officer. “As we look ahead, we are focused on execution and taking a disciplined approach to investments as we scale our Big Bets and accelerate customer growth.

We remain committed to delivering durable revenue growth, operating margin expansion, and growing capital returns to shareholders over the long term. ” Tue, August 25, 2026 at 5:18 PM UTC Grace O'Donnell Dick's stock plummets 28%, chairman sees more 'pain' ahead Dick’s Sporting Goods ( DKS ) plunged further into the red on Tuesday after the footwear and apparel retailer warned that headwinds may get worse for the remainder of the year. “We're going to go through some pain,” Dick’s executive chairman Edward Stack said in the company’s earnings call.

“Every once in a while, an industry has to go through a little bit of pain to reset, and we're going through that right now. But we're going to come out the other side, the industry and Dick’s Inc. , stronger than we've gone into it.

” The comments added color to the more cautious guidance Dick’s issued on Tuesday (see blog below). Stack said he expects Q3 to be more difficult than Q4, citing a supplier who said the specialty retail channel is as promotional as it’s ever been. Stack noted that “certain legacy footwear silhouettes and apparel franchises that simply aren't resonating the way they once did,” leading to a buildup in inventory and heavy discounting from competitors.

Consumers have grown more cautious about spending too, he said, causing a “weaker consumer response to key launches during the quarter. ” A shopper passes a Dick's Sporting Goods store on Aug. 24, 2023, in a shopping center in Lakewood, Colo.

(AP Photo/David Zalubowski, File) · ASSOCIATED PRESS Tue, August 25, 2026 at 11:51 AM UTC Grace O'Donnell Dick's Sporting Goods stock tanks 14% after retailer cuts guidance Dick’s Sporting Goods ( DKS ) stock fell 14% after the retailer posted disappointing second quarter results and lowered its full-year outlook. The company said that competitors heavily discounting items, fewer product launches, and those launches underperforming expectations created “challenging conditions” for the retailer. As a result, Dick’s slashed its full-year outlook for diluted earnings per share to $10.

94 to $11. 94, down from its previous forecast of $13. 27 to $14.

27. 2026 net sales guidance of $21. 9 billion to $22.

2 billion was also cut from $22. 1 billion to $22. 4 billion previously.

The company maintained its same-store sales guidance for its Dick’s business at 2. 5% to 4. 0% growth, but slightly lowered expectations for Foot Locker's same-store sales growth to negative 2.

0% to 0. 0%. In the most recent quarter, Dick’s reported comparable sales growth of 2.

1%, down from 2. 5% in the same quarter a year ago, with the Foot Locker business dragging down growth. Second quarter adjusted earnings per share came in at $3.

53 on revenue of $5. 58 billion. That missed Wall Street’s expectations of earnings of $3.

76 on revenue of $5. 64 billion, per S&P Global Market Intelligence.