📈Top Movers After Earnings: AI, CRM, AEO & More
Hi Tigers, Let’s check out the top movers after earnings!
1. $C3.ai, Inc.(AI)$ YTD: -51.55%
Fundamentals & Latest Earnings: FY2026 Q1 revenue was only $70.3M, down 19% YoY and far below the market consensus of $94.49M. Non-GAAP operating loss widened to $57.8M, while free cash flow swung negative to –$34.3M. On the same day, the company appointed former Salesforce executive Stephen Ehikian as the new CEO, hoping his M&A and sales experience could reverse the downturn, but full-year guidance was withdrawn.
Stock Reaction: The disappointing earnings and wider losses triggered a sell-off, with shares falling nearly 12% after hours. YTD decline has exceeded 50%.
Target Price Expectations: Analysts described the performance as “catastrophic.” D.A. Davidson downgraded the stock to Underperform, dropping the target price from $25 to $13. Wedbush maintained an Outperform rating but lowered its target to $23. Analysts offered a range of longer-term forecasts; one consensus target hovered around $23–24, implying >40% upside from the current ~$16.68.
2. $Salesforce.com(CRM)$ YTD: -23.29%
Fundamentals: 2025 Q2 revenue reached $10.2 billion, up 10% year-over-year. However, the company announced global layoffs of about 4,000 employees (~5% of workforce) citing “AI-driven efficiency gains.” It also cut FY2026 revenue growth guidance to the low double digits, below market expectations of 14–15%.
Stock Reaction: Shares dropped more than 6% in a single day, as the market worried that while AI automation saves costs, it also signals slowing demand for traditional SaaS.
Target Price Expectations: Most analysts expect Salesforce stock to appreciate 30–35% over the next 12 months, with outlier targets reaching as high as ~+70% (toward $440+), and low expectations placing downside around –12% (near $225).
3. $American Eagle Outfitters(AEO)$ YTD: -18.30%
Fundamentals: Q2 EPS was $0.45 and revenue $1.28B, both above expectations. Celebrity collaborations with Sydney Sweeney and Travis Kelce sold out, driving comparable sales expected to rise ~10% in Q3. However, management cut full-year profit guidance from $360–375M to $255–265M due to tariff costs.
Stock Reaction: Celebrity marketing outweighed profit concerns, with shares surging as much as 24% after hours and still closing up nearly 18% the next day.
Target Price Expectations: Most forecasts cluster between $11.00 and $14.50, with implied moves ranging from a ~10% decline to a mid-single-digit upside.
4. $Macy's(M)$ YTD: -3.84%
Fundamentals: Q2 2025 same-store sales turned positive for the first time in three years (+1.2%), gross margin rose 220 bps, inventory fell 7% YoY, and cash flow improved significantly. The company maintained upbeat guidance for FY comparable sales of 0% to +1%.
Stock Reaction: Shares jumped 20.6% on results day, the biggest one-day gain since 2022, with short covering amplifying the rally.
Target Price Expectations: Most analyst forecasts for Macy’s range from $12.00 to $14.00, pointing to 10–20% downside, with occasional outlier estimates claiming upside.
5. $Credo Technology Group Holding Ltd(CRDO)$ YTD: 85.64%
Fundamentals: FY2026 Q1 revenue reached $223.1M, up 274% YoY, with gross margin improving to 63% QoQ. High-speed connectivity chips are benefiting from AI computing build-outs, with 12-month order visibility.
Stock Reaction: Strong results drove shares up more than 6% after hours, later narrowing to +3% due to market weakness. YTD gain is about 110%.
Target Price Expectations: CRDO’s analyst community tends toward moderate-to-bearish sentiment, with average targets generally below the current price, pointing to a potential pullback of 10–25%. High forecasts (up to $140) are outliers, but the consensus leans cautious given rapid recent gains.
6. $Figma(FIG)$ YTD: 106.45%
Fundamentals: Q2 2025 revenue rose 41% YoY to $630M, but sequential growth slowed. The company guided for only 30% YoY growth in 2H 2025, far below the 50%+ growth promised during the IPO roadshow. Operating loss margin remained high at 18%.
Stock Reaction: The results were viewed as “mediocre,” making the lofty valuation unsustainable. Shares fell nearly 12% after hours, closing down 8% the next day, wiping out about $14B in market cap from the peak.
Target Price Expectations: Price targets are largely moderate—expecting about +5% to +15% upside. A few bullish forecasts (up to $96) suggest potential for ~25% gains, while more conservative analysts maintain a Hold stance amid concerns around valuation and AI-related risks.
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