Earnings Whispers - February 11, 2026

Summary for Tuesday, February 10, 2026

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A summary of guidance and results for the day, with a list of top surprises
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Top Earnings News

Robinhood Markets Reported In-line with Expectations

Logo for Robinhood Markets Inc Cl ARobinhood Markets (HOOD) reported earnings of $0.66 per share on revenue of $1.28 billion for the fourth quarter ended December 2025. The consensus earnings estimate was $0.63 per share on revenue of $1.32 billion. The Earnings Whisper number was $0.66 per share. The company reported in-line with expectations while revenue grew 26.53% on a year-over-year basis.

“2025 was a record year where we set new highs for net deposits, Gold Subscribers, trading volumes, revenues, and profits, and we closed the year with a strong Q4,” said Shiv Verma, Chief Financial Officer of Robinhood. “2026 is off to a strong start, and we are incredibly excited about our plan and momentum for the year ahead as we focus on shipping great products for customers and driving profitable growth for shareholders.”

Robinhood Markets is on a mission to democratize finance for all.

Chart for Robinhood Markets Inc Cl A

Positive Guidance

Advanced Energy Guides Above Estimates

Logo for Advanced Energy Industries, Inc.Advanced Energy Industries, Inc. (AEIS) said it expects first quarter non-GAAP earnings of $1.69 to $2.19 per share on revenue of $480.0 million to $520.0 million. The current consensus earnings estimate is $1.68 per share on revenue of $467.20 million for the quarter ending March 31, 2026.

Advanced Energy Industries Inc offers power conversion products for direct current, pulsed DC mid-frequency, high voltage, and radio frequency power supplies, matching networks, RF instrumentation, and PCM as well as thermal instrumentation products.

Chart for Advanced Energy Industries, Inc.

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Negative Guidance

Mattel Sees Earnings Below Estimates

Logo for Mattel, Inc.Mattel, Inc. (MAT) said it expects 2026 earnings of $1.18 to $1.30 per share on revenue of $5.508 billion to $5.669 billion. The current consensus earnings estimate is $1.73 per share on revenue of $5.60 billion for the year ending December 31, 2026.

Mattel Inc designs, manufactures, and markets a variety of toy products through sales to its customers and directly to consumers. The products include fashion dolls, infant and preschool products, toy cars, and electrical vehicles, among others.

Chart for Mattel, Inc.

Other Top Guidance Announcements

OSCROscar Health Guides Above Estimates
VREXVarex Imaging Guides in-line
PEGAPegasystems Guides Above Estimates
RPDRapid7 Guides Below Estimates
ENTGEntegris Sees Earnings Above Estimates
FRSHFreshworks Provides Mixed Guidance
TDCTeradata Sees Earnings Above Estimates
ALABAstera Labs Guides Above Estimates
NSPInsperity Guides In-line for the Year
DDOGDatadog Sees Earnings Below Estimates
LSCCLattice Semiconductor Sees Revenue Above Estimates
UPSTUpstart Sees Revenue Above Estimates
TGTTarget Reaffirms

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Positive Surprise

Hinge Health, Inc. Beat Consensus Estimates

Logo for Hinge Health Inc Cl AHinge Health, Inc. (HNGE) reported earnings of $0.31 per share on revenue of $170.73 million for the fourth quarter ended December 2025. The consensus earnings estimate was $0.04 per share on revenue of $157.31 million. The company beat consensus estimates by 675.00%.

The company said it expects first quarter revenue of $171.0 million to $173.0 million and 2026 revenue of $732.0 million to $742.0 million. The current consensus revenue estimate is $160.06 million for the quarter ending March 31, 2026 and revenue of $703.47 million for the year ending December 31, 2026.

Hinge Health is focused on scaling and automating the delivery of health care, starting with musculoskeletal conditions.

Chart for Hinge Health Inc Cl A

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Negative Surprise

Lyft Missed Expectations

Logo for Lyft Inc Cl ALyft (LYFT) reported a loss of $0.35 per share on revenue of $1.59 billion for the fourth quarter ended December 2025. The consensus earnings estimate was $0.13 per share on revenue of $1.76 billion. The Earnings Whisper number was $0.15 per share. The company missed expectations by 333.33% while revenue grew 2.73% on a year-over-year basis.

Lyft was founded in 2012 and is one of the largest transportation networks in the United States and Canada. As the world shifts away from car ownership to transportation-as-a-service, Lyft is at the forefront of this massive societal change.

Chart for Lyft Inc Cl A

A calendar showing logos of companies scheduled to report earnings on the next business day.

AppLovin is Expected to Beat Estimates

Logo for AppLovin CorporationAppLovin (APP) is confirmed to report earnings on Wednesday, February 11, 2026 at approximately 4:05 PM ET. The consensus earnings estimate is $2.89 per share on revenue of $1.60 billion, respresenting 16.6% year-over-year revenue growth, and the Earnings Whisper ® number is $2.99 per share. Investors are 12.1% bullish going into the company's earnings release. Option traders are pricing in a 18.6% move on earnings and the stock has averaged a 18.2% move in recent quarters.

Chart for AppLovin Corporation

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A list showing logos of companies scheduled to report earnings on the next business day based on expected moves.


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