#financial-guidance

#financial-guidance

Oscar is on track to return to profitability this year. We expect a significant year-over-year improvement of nearly $750 million in earnings from operations in 2026, representing the midpoint of our guidance. Oscar's 2026 guidance targets earnings from operations of $250 million to $450 million, against a 2025 loss from operations of $396 million.

Urban Outfitters reported Q4 revenue of $1.80 billion, narrowly topping the FactSet consensus of $1.79 billion and rising 10.1% year over year. For the full fiscal year, revenue reached $6.17 billion, up 11.1% and a company record. Adjusted net income grew 33% to $130.5 million.

Data-storage company Snowflake filed an 8-K with the SEC on Monday after an executive spoke to an influencer who posts under the account name "theschoolofhardknockz" on Instagram and TikTok. Though the filing doesn't name the executive, he identifies himself as Chief Revenue Officer Mike Gannon in the video, which had more than 555,000 views on TikTok and nearly 138,000 likes on Instagram as of Wednesday afternoon.

Broadcom ( NASDAQ: AVGO) straddles two engines heading into results: accelerating AI semiconductors and a fast-maturing VMware subscription base. Last quarter, AVGO delivered a modest EPS beat and reiterated that AI demand-especially networking and custom XPUs-will carry through 2026, while software ARR expands with VCF conversions. Broadcom has beat analyst expectations over the past 4 quarters and the share price, up 62% in the past 6 months, reflects that outperformance.

Hims & Hers has seen stock performance boosted by high demand for personalized health services and early traction in the weight loss category. Revenue is estimated to reach $278.66 million for Q2, with a projected full-year revenue of $1.14 billion, reflecting nearly 40% growth compared to the previous year.

The IRS has established a clear schedule for when taxpayers can expect their refunds, depending on how and when they filed their returns.

Management also raised its full-year 2025 revenue guidance to a range of $3.89 billion to $3.902 billion, with adjusted income from operations expected to be between $1.711 billion and $1.723 billion.