Seeking Alpha: Fitch drops J.C. Penney a notch

AXON surged approximately +17.56% on February 25, 2026, closing at $520.18 versus the prior session's close of $442.51. The primary catalyst was a blowout Q4 2025 earnings report, with adjusted EPS of $2.15 crushing the consensus estimate of approximately $1.67.

CAVA shares surged approximately +25.01% on February 25, 2026, closing near $84.76, up from the prior session's close of $67.80. The primary catalyst was a better-than-expected Q4 fiscal 2025 earnings report, with EPS of $0.04 beating the $0.03 consensus estimate and revenue of ~$274.99M exceeding the $268.04M estimate.

ODD shares plunged approximately 49.21% on February 25, 2026, closing near $14.74, compared to the prior close of approximately $29.02. The primary catalyst was a shock Q1 2026 revenue warning: management guided for a roughly 30% year-over-year revenue decline due to a severe spike in customer acquisition costs (CAC).

MNKD shares collapsed 36.82% on February 25, 2026, closing at $3.50 versus the prior session's close of $5.54 — one of the largest single-day declines in the stock's recent history. The primary catalyst was United Therapeutics' surprise unveiling of Tresmi, a proprietary soft mist inhaler delivering treprostinil, announced during the company's Q4 2025 earnings call.

EOSE shares fell sharply on February 26, 2026, dropping approximately 31% from the prior session's close of $11.13 to around $7.64 in early trading, following a pre-market earnings release. Primary catalyst: Eos Energy reported Q4 2025 non-GAAP EPS of -$0.72, missing analyst consensus estimates by $0.48, a 200%+ negative surprise.

ARRY beat Q4 revenue expectations but showed a sharp year‑over‑year sales decline and a sizeable net loss. Adjusted EBITDA for Q4 badly missed Wall Street estimates, highlighting ongoing margin and cost pressures. 2026 guidance for EPS and EBITDA came in well below analyst forecasts, signaling weaker‑than‑hoped earnings power over the next year.

C3.ai (AI) dropped more than 18% today after delivering a deeply disappointing quarterly report, slashing its revenue outlook, and announcing mass layoffs, which together reinforced doubts about its growth story in an increasingly competitive AI software market.

On the surface, PRCT’s top line still grew: Q4 2025 revenue reached about 76.4 million dollars, up roughly 11.9–12% from the prior year. However, analysts had expected something closer to 94–96 million dollars, so the shortfall of nearly 20% was significant for a high‑growth med‑tech name.

Payoneer Global (PAYO) fell more than 18% today after it missed Wall Street expectations on both Q4 2025 revenue and earnings, and issued softer‑than‑hoped guidance that reinforced concerns about slowing growth and competitive pressure in cross‑border fintech.

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Q4 2025 gross profit grew about 24% year over year to roughly 2.87 billion dollars, with Cash App gross profit up about 33% and Square gross profit up around 7%. Adjusted operating income jumped to about 588 million dollars in Q4 (around a 20% margin), up strongly from the prior year. For the full year, gross profit was roughly 10.36 billion dollars, up about 17% year over year, showing broad‑based growth across the business.

NVDA shares declined 5.47% on Thursday, February 26, 2026, closing at $184.87, down from the prior session close of approximately $195.56. The primary catalyst was a "sell the news" reaction to Q4 fiscal 2026 earnings that beat estimates on every headline metric but failed to ignite meaningful buying interest.

Shares of UHS fell approximately 9.15% on February 26, 2026, closing near $209.62, down from a prior close of $230.73. The primary catalyst was a mixed Q4 2025 earnings report: adjusted EPS of $5.88 missed the consensus estimate of $5.92, and revenue of $4.49 billion fell short of the $4.50–$4.51 billion analyst forecast.

HEI shares fell approximately 9.21% on February 26, 2026, closing at $312.98 versus a prior close near $344.72. The primary catalyst was HEICO's Q1 fiscal 2026 earnings report, which delivered headline beats on EPS and revenue but disappointed investors on margin quality, Adjusted EBITDA, and cash flow generation.

IONQ surged +21.70% on February 26, 2026, closing at $40.88 versus the prior session's close of $33.59. The primary catalyst was a powerful Q4 and full-year 2025 earnings beat, with annual revenue of $130 million coming in 20% above guidance and representing 202% year-over-year growth.

Shares of CRWV declined approximately 11.38% in Friday's session, falling from a prior close of $97.63 to around $86.52, after the company reported Q4 2025 earnings after the bell on Thursday, February 26. The primary catalyst was a wider-than-expected net loss of $0.56 per share on EPS expectations of −$0.49, alongside a massive capex plan calling for $30–$35 billion in infrastructure spending in 2026, more than doubling the prior year.

DELL shares surged 16.64% during Friday's session, last trading around $141.65, up from the prior close of $121.45. The primary catalyst was a blowout Q4 fiscal year 2026 earnings report, with revenue of $33.4 billion — up 39% year-over-year — beating consensus estimates by roughly $2 billion.

Stifel Financial (SF) appears to be down over 30% on your screen today primarily because its shares began trading split‑adjusted following a three‑for‑two stock split (a 50% stock dividend), not because of a sudden collapse in the company’s fundamentals. After the split, the per‑share price is mechanically lower, even though the underlying value of the business has not changed.

Sunrun (RUN) sank more than 35–37% today even after posting a massive Q4 beat because its outlook and strategic commentary signaled slower volume growth, tighter financing conditions, and a more defensive stance on 2026, which together triggered a sharp reset in already‑volatile solar sentiment.