To The Moon

1. $UiPath(PATH)$ surged 6.46%

• Q3 Revenue: $411.11M vs. $392.97M expected（+4.6% beat）

• Adjusted EPS: $0.16 vs. $0.15 expected) （+6.7% beat）

• Outlook: Q4 Revenue Guidance: $462M–$467M (vs. consensus of $462.91M), and ARR between $1.844 billion and $1.849 billion. The company aims for operating income of $140 million and a full-year adjusted free cash flow target of $370 million.

UiPath’s stock rose indicating positive investor sentiment. The stock’s movement suggests a recovery trajectory, boosted by the company’s strong financial performance and guidance.

CEO Daniel Dines highlighted the company’s strategic direction, stating, "Our automation strategy, combining the reliability of deterministic automation with the intelligence and adaptability of agentic AI, continues to align with what customers want most." COO/CFO Ashim Gupta emphasized the importance of ROI in decision-making, noting, "ROI is going to be where choices are made."

2. $Snowflake(SNOW)$ declined 7.91%

• Q3 Revenue: $1.21B vs. $1.18B expected (+2.54% beat)

• EPS: $0.39 vs. $0.31 expected (+25.81% beat)

• Outlook: Q4 product revenue $1.195B and $1.2B (+27% YOY), and full fiscal year 2026 product revenue guidance to $4.446B, indicating a 28% increase. Snowflake maintains its non-GAAP margin targets, with a product gross margin of 75% and an operating margin of 9%.

Snowflake stock tumbled after the AI data cloud provider reported a narrower-than-expected loss but issued guidance that fell short of the Street's estimates. The company forecasts product revenue between $1.19 billion and $1.2 billion for the fourth quarter and $4.44 billion for the full year, both falling short of Wall Street estimates of $1.23 billion and $4.6 billion, respectively.

CEO Sridhar Ramaswamy emphasized Snowflake’s central role in the enterprise AI revolution, stating, "Snowflake remains at the center of today’s enterprise AI revolution." He also highlighted the company’s growth prospects, saying, "We see a long runway of durable high growth and continued margin expansion ahead."

3. $Salesforce.com(CRM)$ rose 1.79%

• Q3 Revenue: $10.3B vs. $10.27B expected (+0.3% beat)

• Adjusted EPS: $3.25 vs. $2.86 expected (+13.6% beat)

• Outlook: Q4 Revenue Guidance: $11.13B–$11.23B (vs. $10.9B expected), Q4 Adjusted EPS Guidance: $3.02–$3.04. Revenue guidance range of $41.45 billion to $41.55 billion for fiscal year 2026, anticipating a 9-10% growth.

Shares of Salesforce were recently after the software giant posted a better-than-expected quarterly profit and raised its outlook on the back of growth from its data products and AI offerings.

CEO Mark Benioff emphasized the importance of integrating AI into business operations, stating, "Every CEO I met at Dreamforce knows they want to get to the next level in their business, to bring AI in, become more productive."

4. $Dollar Tree(DLTR)$ rallied 3.61%

• Q3 Revenue: $4.7B vs. $4.7B expected (0% surprise)

• Adjusted EPS: $1.21 vs. $1.09 expected (+11.01% beat)

• Outlook: Q4 comparable sales to grow between 4-6%, with an adjusted EPS outlook for the full year revised to $5.60-$5.80. The company is targeting a 12-15% adjusted EPS compound annual growth rate (CAGR) through 2028.

Shares of Dollar Tree rose after exceeding EPS expectations, with a strong performance in Q3 driven by a 9.4% revenue growth. The multi-price strategy continues to enhance profitability, and the company is confident about its future growth trajectory.

CEO Mike Creedon emphasized the company’s strategic alignment, stating, "We are fully aligned behind one brand, one set of priorities, and one mission." He also highlighted the success of the multi-price strategy, calling it "one of the most important strategic shifts in Dollar Tree’s modern history, and it’s working."

5. $American Eagle Outfitters(AEO)$ jumped 15.07%

• Q3 Revenue: $1.36B vs. $1.32B expected (+3.0% beat)

• EPS: 53 cents vs. 44 cents expected (+20.5% beat)

• Outlook: Expecting Q1 comparable sales to grow between 8% and 9% – about four times better than the 2.1% analysts had anticipated; Full year adjusted operating income $303M–$308M (up from previous range of $255M–$265M).

Shares surged after the company raised its full-year forecast and issued bullish holiday guidance, driven by strong sales performance, particularly at Aerie.

CEO Jay Schottenstein highlighted the potential for growth, stating, "When I think about our opportunity as we build into 2026, we have an incredible runway in front of us." President Jen Foyle added, "We’re not seeing [consumer pullback]. We’re entertaining Gen Z in all of our brands," emphasizing the company’s strong positioning in the market.

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