Wayfair Inc (NYSE:W) posted fourth quarter revenue growth that exceeded Wall Street expectations, but saw its shares drop about 11% amid concerns over customer growth.
For Q4, Wayfair reported net revenue of $3.34 billion, slightly above the $3.3 billion expected by analysts, representing a 6.9% increase from the prior year.
Klarna Group PLC (Unlisted (US):KLAR) saw its shares drop almost 25% following the release of its fourth-quarter results after the company reported a wider-than-expected net loss, despite recording its first $1 billion quarter.
For Q4, the Stockholm-based buy-now, pay-later provider reported a net loss of $26 million, or $0.19 per share, compared with Wall Street expectations of a $0.02 loss. This marked a significant turnaround from the $40 million profit the company reported in the same quarter a year earlier.
Etsy Inc (NASDAQ:ETSY, XETRA:3E2) shares jumped more than 11% on Thursday after the company announced it will sell its fashion resale app Depop to eBay for approximately $1.2 billion in cash, as the online marketplace reported mixed fourth quarter financial results.
The transaction is expected to close in the second quarter of 2026, subject to customary closing conditions. Etsy will continue to operate Depop until the sale is finalized, with the app’s results reported as discontinued operations beginning in the first quarter of 2026.
Shares in Deere & Company (NYSE:DE, XETRA:DCO), the American agricultural and construction equipment manufacturer, jumped almost 11% on Thursday after the company reported a sharp drop in first-quarter net income despite raising its full-year profit forecast.
Net income fell 25% year on year to $656 million, or $2.42 per share, as higher tariffs and an unfavourable sales mix weighed on profitability, even as total revenues rose 13% to $9.61 billion.
Figma (NYSE:FIG) shares were up 9% ahead of the opening bell in New York on Thursday after the design software company beat analyst expectations on earnings and revenue and issued guidance well above forecasts.
After Wall Street's close on Wednesday, the company reported fourth-quarter revenue of $303.8 million, up 40% year on year, against analyst expectations of $293.15 million, while adjusted earnings per share of $0.08 edged past the $0.07 forecast.
Wedbush Securities maintained its 'outperform' rating on Carvana Co. (NYSE:CVNA) but cut its 12-month price target to $425 from $500 following below-par fourth quarter results, which prompted a 9% fall in the shares after hours.
Fourth-quarter revenue of $5.6 billion from the car retailer rose 58% year on year and came in around 7% ahead of consensus expectations.
Walmart Inc (NYSE:WMT, XETRA:WMT) shares fell more than 3% in premarket trading on Thursday after the world's largest retailer issued a cautious annual outlook that disappointed Wall Street, despite posting solid fourth-quarter results in new chief executive John Furner's first earnings report.
Revenue for the final three months of 2025 rose 5.6% year on year to $190.7 billion, while operating income grew 10.8%, outpacing sales growth, and global e-commerce jumped 24% to reach a record share of US sales.
DoorDash Inc (NYSE:DASH) shares were up 9% ahead of the opening bell on Thursday, reversing a sharp sell-off triggered by disappointing fourth-quarter results from the food delivery platform.
The stock initially plunged 10% after the company missed analyst expectations on both earnings and revenue, reporting earnings per share of $0.48 against forecasts of $0.59, with revenue of $3.96 billion falling short of the $3.99 billion expected.
Rio Tinto Ltd (LSE:RIO, ASX:RIO, OTC:RTNTF) shares fell 4% in early trading after the miner reported flat underlying earnings of $10.9 billion for 2025, with the decline also exacerbated by a broader sell-off across the mining sector that pulled the FTSE 100 lower.
Antofagasta, Glencore and Anglo American joined Rio in the sick bay.