The Goldilocks macro environment that opened 2026 ended on 28 February. US-Israel strikes on Iran triggered the largest oil supply disruption on record. Growth forecasts cut. Inflation forecasts raised. The stagflation risk is back — with less ammunition to fight it.
PVH +11% on Q4 blowout (EPS $3.82 vs $3.31); nCino +19% on record ACV bookings, 76% EPS beat; Conagra returned to organic growth but missed adj. EPS on 7% COGS inflation. Market: Iran whipsaw, Dow swung 600 pts intraday, closed flat. SKORE: PVH 7.8 Buy · NCNO 7.4 Buy · CAG 5.2 Hold.
U.S. equity futures were slightly lower to flat ahead of the open. Nasdaq futures showed mild weakness after the sharp rally earlier in the week. S&P 500 and Dow futures were near unchanged to slightly negative.
Core Laboratories (NYSE:CLB – Get Free Report) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.050-0.070 for the period, compared to the consensus EPS estimate of 0.160. The company issued revenue guidance of $119.0 million-$123.0 million, compared
CSL shares have tumbled again. The post CSL shares: 3 reasons to buy and 3 reasons to sell appeared first on The Motley Fool Australia . Read Full Article →
