Supermicro, Eli Lilly stocks pop on upbeat forecasts, AMD and Uber slide

Novo Nordisk stock extended losses on Wednesday after a downbeat sales forecast sent shares sharply lower on Tuesday.

Bloomberg reports:

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Uber (UBER) stock dropped more than 8% in premarket trading after the ride-hailing giant issued first quarter profit guidance that disappointed investors.

The company also missed fourth quarter estimates as its more affordable ride options affected margins.

And in other news, Uber said its CFO, Prashanth Mahendra-Rajah, will step down and be succeeded by Balaji Krishnamurthy, a former Goldman Sachs executive.

Reuters reports:

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Match Group (MTCH) stock surged more than 7% in extended trading, nearly recovering all of Tuesday’s losses, after the Tinder parent issued an upbeat revenue outlook for the first quarter and showed signs of progress in its turnaround.

From Reuters:

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Amgen (AMGN) stock advanced 1.5% after hours following solid fourth quarter results from the drug manufacturer, as drug sales increased 7%.

From Reuters:

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Yahoo Finance’s Daniel Howley reports:

Read the full earnings breakdown here.

Chipotle (CMG) stock dropped 3% in after-hours trading. The burrito-bowl chain said on Tuesday afternoon that same-store sales fell in the fourth quarter and told investors it expects no sales growth in 2026 as it continued to navigate a decline in traffic.

Yahoo Finance’s Brooke DiPalma reports:

Read the full earnings story here.

Mondelez International’s (MDLZ) profits declined in the fourth quarter and full year 2025 as soaring cocoa prices throughout the year and consumers snacking less created some profitability headwinds. Shares of the Ritz cracker and Oreo cookie maker dropped more than 4% in extended trading.

In the fourth quarter, Mondelez reported earnings per share of $0.51, falling short of expectations of $0.68 per share, according to consensus estimates compiled by S&P Global. Revenue increased 9.3% year over year to $10.4 billion, beating estimates of $10.2 billion.

Ahead of the report, Jefferies analyst Scott Marks wrote that Mondelez is in a transitional phase as it seeks to stabilize volume declines and reinvest in its brands.

Some relief may be on the way for the higher commodity prices that have plagued chocolate and food companies over the past year. In the past month, cocoa prices (CC=F) have fallen 27%, which is expected to ease pressure on margins.

For the full year, Mondelez earnings per share dropped 44% to $1.89 from $3.42 in 2024. For 2026, the company expects net revenue growth to be flat to up 2% and adjusted earnings per share growth to be flat to up 5%.

Teradyne (TER) stock surged 24% in premarket trading on Tuesday after the chip-testing equipment manufacturer issued earnings guidance on Monday that blew past Wall Street’s expectations as companies’ ​multibillion-dollar spending plans for data centers fueled demand.

Reuters reports:

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Reuters reports:

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Speaking about the company’s Q4 results and recent sell-off in software stocks, Palantir CEO Alex Karp said that there’s no guarantee the company won’t be disrupted by artificial intelligence but that the company’s investments in AI are paying off.

“Honestly, it looks like the products and the culture we have are ideally built for the time we are in now,” Karp told Yahoo Finance’s Josh Lipton. “We are a different species of company.”

Palantir stock was up 5% as the earnings call began. Join a livestream of the earnings call here.

NXP Semiconductors (NXPI) stock skidded 5% lower in extended hours after the semiconductor company’s Automotive revenue failed to impress investors.

In the fourth quarter, NXP reported adjusted profits of $3.35 per share, surpassing Wall Street estimates for adjusted earnings of $3.31 per share. The company posted revenue of $3.34 billion, slightly above expectations for $3.3 billion.

“Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and physical AI,” NXP’s CEO Rafael Sotomayor said.

Revenue growth for NXP’s Automotive segment, which contributes over half of NXP’s total revenue, moderated to a 5% annual rate from the third quarter’s 6% growth. The segment brought in $1.8 billion in Q4, which came in a bit lighter than expectations for $1.9 billion.

The Industrial and Internet of Things unit reported 24% annual revenue growth ($640 million), the Mobile unit reported 22% revenue growth ($485 million), and Communication Infrastructure declined by 18% year over year ($334 million).

For the first quarter, NXP forecast revenue of $3.15 billion at the midpoint and diluted earnings per share of $4.21, which were ahead of the Street’s estimates for $3.09 billion in revenue and $2.95 per share, according to S&P Global Market Intelligence.

Palantir stock (PLTR) surged more than 6% immediately after reporting results, as US commercial and government revenue drove better-than-expected earnings in the fourth quarter.

Yahoo Finance’s Laura Bratton reports:

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Wall Street expects Palantir (PLTR) to report another blowout quarter when it releases quarterly results after the closing bell on Monday.

Yahoo Finance’s Laura Bratton previews what to expect when Palantir reports:

Read more here.