New York Stock Exchange research

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1. 30 Aug 2026Gap cut its sales outlook and raised EPS without lifting implied profitGap (NYSE:GAP) rallied 12.9% after lifting EPS guidance. The raise came from fewer shares while Old Navy's sales fell again. NYSE:GAP · Consumer Discretionary · 2:52pm AEST
2. 29 Aug 2026Elastic's 19% rally outran a $24 million GAAP operating lossElastic N.V. (NYSE:ESTC) rallied 19.3% after cRPO accelerated. The filed economics show how much cash conversion the new price assumes. NYSE:ESTC · Information Technology · 11:27am AEST
3. 28 Aug 2026Salesforce borrowed $25 billion to retire 103 million sharesSalesforce, Inc. (NYSE:CRM) rose 22.6% after Q2 bookings accelerated; the balance sheet shows what its 103 million-share buyback cost. NYSE:CRM · Information Technology · 11:28am AEST
4. 27 Aug 2026Nearly 40% of Abercrombie's Q2 EBIT came from a tariff refundAbercrombie (NYSE:ANF) gained 35.7% on Q2 results, but a $100m tariff refund supplied nearly 40% of EBIT while comparable sales were flat. NYSE:ANF · Consumer Discretionary · 11:58am AEST
5. 26 Aug 2026Foot Locker's $32 million loss erased $4.9 billion from Dick'sDICK'S Sporting Goods (NYSE:DKS) fell 30.7% after Foot Locker lost $32 million. We trace the damage from footwear margins into owner cash. NYSE:DKS · Consumer Discretionary · 9:04am AEST
6. 25 Aug 2026XPeng found a robot valuation before it found durable EV profitsXPeng (NYSE:XPEV) fell 8.6% after a Q2 miss and Dogotix financing. The robot mark is rich; supplier-funded cash is the harder fact. NYSE:XPEV · Consumer Discretionary · 9:15am AEST
7. 23 Aug 2026BJ's $800 million expansion bill is more than twice last year's free cash flowBJ's Wholesale Club (NYSE:BJ) rose 5.6% after lifting guidance. Membership growth supports the move; the $800 million capital plan sets its limit. NYSE:BJ · Consumer Staples · 6:45pm AEST
8. 22 Aug 2026Alibaba's 45% cloud surge came with a RMB44.7 billion cash outflowAlibaba (NYSE:BABA) fell 8.6% after cloud revenue grew 45% but quarterly free cash flow sank to a RMB44.7 billion outflow. NYSE:BABA · Consumer Discretionary · 9:02am AEST
9. 20 Aug 2026Hecla's cash costs are negative; its valuation still assumes $83 silverHecla Mining (NYSE:HL) rose 14.4% after the Treasury doubled long-end buybacks. We compute the silver price $20.54 already assumes. NYSE:HL · Materials · 12:35pm AEST
10. 19 Aug 2026Transaction margin dollars grew 42 per cent. Klarna still lost almost a quarter of its value.Klarna (NYSE:KLAR) fell 22.8% on a euro-and-Germany volume cut that raised margin guidance. We test what its $5.7bn price now assumes. NYSE:KLAR · Financials · 2:10pm AEST
11. 18 Aug 2026$940 million from GLPI cannot solve Bally's broader funding gapBally's (NYSE:BALY) fell 26.3% after a going-concern warning. Chicago has committed funding, but the parent still needs outside capital. NYSE:BALY · Consumer Discretionary · 11:33am AEST
12. 16 Aug 2026KinderCare's 545 long leases turn a 4% enrollment slip into a 24% EBITDA dropKinderCare (NYSE:KLC) lost 46.2% after cutting 2026 guidance. Its 545 long leases turn a modest enrollment decline into an occupancy reckoning. NYSE:KLC · Consumer Discretionary · 7:15pm AEST
13. 15 Aug 2026At $15.23, Nubank's 33% ROE has to outrun 6.9% arrearsNu Holdings (NYSE:NU) rallied 9.3% after its first $1 billion quarter; the valuation now asks credit returns to survive seasoned arrears. NYSE:NU · Financials · 9:01am AEST
14. 14 Aug 2026Globant's client ledger lost 77 names while revenue stood stillGlobant S.A. (NYSE:GLOB) fell 13.39% after hours after flat Q2 revenue. The test is whether AI revenue can outrun client attrition. NYSE:GLOB · Information Technology · 11:46am AEST
15. 14 Aug 2026Coach beat every target. Tapestry still lost $5.1 billionTapestry (NYSE:TPR) fell 16.49% despite record Coach results. The sell-off asks how much growth was already in the price. NYSE:TPR · Consumer Discretionary · 8:52am AEST
16. 12 Aug 2026On's 20% plunge turns wholesale discipline into an Americas growth wagerOn Holding (NYSE:ONON) fell 20.29% after slowing wholesale growth and narrowing its sales outlook. Record margins make the verdict less simple. NYSE:ONON · Consumer Discretionary · 9:06am AEST
17. 11 Aug 2026Medical Properties Trust moved its debt wall to 2032. The 9.25% coupon sets the costMedical Properties Trust (NYSE:MPT) fell 11.7% after moving $2.4bn of debt to 2032 at 9.25%. The issue is the cash left after the coupon. NYSE:MPT · Real Estate · 8:59am AEST
18. 11 Aug 2026Berkshire's US$32.6 billion buying burst barely dents its cash mountainBerkshire Hathaway (NYSE:BRK.B) deployed US$32.6bn through July, but US$359.2bn of liquidity still dominates the allocation question. NYSE:BRK.B · Financials · 1:10am AEST
19. 10 Aug 2026Post Holdings bought back $909 million of stock before a 13% selloffPost held its FY2026 midpoint, but a preliminary bridge to roughly $1.48bn of comparable FY2027 EBITDA puts 4.6x leverage and $100 buybacks under scrutiny. NYSE:POST · Consumer Staples · 11:59pm AEST