Q1 2026, reported May 7, 2026, delivered revenue of $8.85 billion, up 49.03% YoY and topping consensus expectations. EPS of $8.23 beat the $8.20 estimate. The catch: operating income fell 19.92% to $611 million, and operating margin compressed 600 basis points to 6.9% as MELI leaned into credit cards, 1P commerce, and logistics.
Hasbro's Q4 result was not a mild beat. Revenue came in at $1.45 billion, up 31% year-over-year, beating estimates by over 14%. The engine behind it is Magic: The Gathering, which grew 141% in Q4 alone and nearly 60% for the full year. The Wizards of the Coast segment ran at a 46% operating margin for the full year, extraordinary for a consumer brand.
In early February, logistics names weakened as investors reassessed the durability of margins built around optimisation software. AI-driven routing and demand modelling, once marketed as differentiators, are rapidly becoming standardised capabilities. When every operator has access to comparable modelling tools, cost advantages compress.
Upstart Holdings ( NASDAQ: UPST) has dropped 19.77% over the past week, falling from $38.24 to $30.68 as of February 13. That's a sharp decline for a stock that Wall Street still sees climbing to $51.67, implying 68% upside from current levels. The AI-powered lending platform reported fourth-quarter 2025 results on February 10, beating revenue estimates but triggering a selloff that has now erased 33.95% of its value over the past month.
Revenue: $915M, up vs. the $882.3M consensus, but down 33.5% YoY Adjusted EPS: -$0.12 vs. -$0.07 expected Gross margin: 7.2%, down from 11.5% a year ago Net loss: $90M, wider than last year's $78M Cash: $962M, up 16% YoY Q4 outlook: revenue expected down ~35% sequentially on low inventory 1) EPS miss and losses wideningAdjusted EPS of -$0.12 missed by five cents and the net loss expanded to $90M.
