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News articleYahoo Finance· February 18, 2026

Earnings live: Wingstop stock surges on Q4 earnings beat, Garmin spikes, Analog Devices pops

View original at finance.yahoo.com
Earnings live: Wingstop stock surges on Q4 earnings beat, Garmin spikes, Analog Devices pops The software trade is still under pressure. Late Tuesday, shares of cybersecurity giant Palo Alto Networks (PANW) fell as much as 6% after the company cut its full-year earnings outlook…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

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The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Applied Materials stock is up 27% year to date in 2026.

    80% confidence
  • Coinbase stated that user funds are safe after customers experienced issues buying and selling on the exchange.

    80% confidence
  • Coinbase expects Q1 2026 subscription and services revenue of $550 million to $630 million.

    80% confidence
  • Analog Devices cited strong demand from industrial and data center customers as the AI boom continues to drive semiconductor sales.

    80% confidence
  • As of Feb. 13, 74% of S&P 500 companies had reported results, and blended earnings growth stood at 13.2%.

    80% confidence
  • McDonald's CFO Ian Borden stated that the company's value campaign is working and will not back down from winning on value.

    80% confidence
  • Crocs noted that it came off a strong holiday season with direct-to-consumer channel growth of 3.6%.

    80% confidence
  • McDonald's Q4 US same-store sales grew 6.8% during the quarter.

    80% confidence
  • Coinbase has seen $420 million of transaction revenue in Q1 2026 through February 10.

    80% confidence
  • If the 13.2% 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
  • McDonald's CEO Chris Kempczinski stated the company is aware of growing GLP-1 adoption and factoring changing diet preferences into its offerings.

    80% confidence
  • Airbnb forecast Q1 2026 revenue between $2.59 billion and $2.63 billion, above analyst expectations of $2.52 billion.

    80% confidence

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What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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