Fourth quarter earnings have slowed to a trickle after the blowout report from Nvidia (NVDA) capped results for the "Magnificent Seven" tech stocks.

With just 4% of S&P 500 companies left to report results, the index is tracking a 14.2% earnings growth rate for the quarter, which would mark the S&P 500's fifth consecutive quarter of double-digit earnings growth.

Investors have been watching for crucial updates on artificial intelligence development and disruption, the state of consumer health, and the impacts of tariffs.

This week, a mix of retail companies, including Target Corporation (TGT), plus a number of others, such as CrowdStrike (CRWD), Broadcom (AVGO), Costco (COST), and Alibaba Group (BABA), will help round out the quarter.

Chipmaker Broadcom (AVGO) reported its first quarter earnings after the bell on Wednesday, beating expectations on the top and bottom lines and offering a better-than-anticipated Q2 outlook.

But that wasn't enough to satisfy an already anxious Wall Street. Broadcom stock was largely flat on the news.

For the quarter, the company saw earnings per share (EPS) of $2.05 on revenue of $19.31 billion. That topped analysts' estimated EPS of $2.03 and revenue of $19.26 billion.

For the second quarter, Broadcom said it sees revenue of about $22 billion. Wall Street was expecting $20.5 billion.

The company also approved a new $10 billion share buyback.

"Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions," CEO Hock Tan said in a statement. "Q1 AI revenue of $8.4 billion grew 106% year over year, above our forecast, driven by robust demand for custom AI accelerators and AI networking."

Tan added that AI revenue growth is accelerating and that the company anticipates Q2 segment revenue of $10.7 billion.

The AI trade has had a rocky start to the year with investors questioning Big Tech's massive investments in the technology. But at the same time, announcements from Anthropic (ANTH.PVT) and OpenAI (OPAI.PVT) have rocked software stocks, as analysts raise concerns about whether AI will crush existing industries ranging from software-as-a-service companies like Salesforce (CRM) to cybersecurity firms like CrowdStrike (CRWD).

BJ's Wholesale Club (BJ) reported an earnings beat but a revenue miss for the fourth quarter as the company looks to refine its merchandise assortment and drive membership growth.

The retailer posted adjusted earnings per share of $0.96 for the quarter on revenue that increased 5.5% year over year to $5.44 billion. While earnings beat estimates of $0.92 per share, revenue missed expectations of $5.54 billion.

The company's fiscal 2026 profit guidance of $4.40 to $4.60 per share also fell short of the $4.66 midpoint analysts were expecting. That sent the stock more than 4% lower in premarket trading.

However, BJ's grew its membership in the fourth quarter, with income from membership fees rising 10.9% to $129.8 million.

"As we reflect on the year, our results demonstrate the strength of our transformation and disciplined execution of our long-term priorities," CEO Bob Eddy said. "Our focus on enhancing our assortment, investing in value, and expanding our footprint continues to resonate, and I’m proud of the progress we made this year."

Burlington Stores (BURL) stock rose more than 5% during premarket hours on Thursday after the company's fourth quarter results beat analysts' estimates.

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Victoria's Secret (VSCO) shares fell 7% before the bell on Thursday, despite reporting upbeat guidance for its fourth quarter earnings. The lingerie retailer also reported better-than-expected results for the quarter.

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Identity security company Okta (OKTA) disappointed investors on Wednesday after forecasting single-digit growth for the first time since its 2017 IPO as enterprise customers delay projects and scrutinize costs.

The company expects 9% revenue growth between $749 million and $753 million for the first quarter, versus analysts' average estimate of $754.61 million or 9.7%, according to LSEG data.

Okta stock was down 1% at the market close on Wednesday.

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Wine and spirits maker Brown-Forman (BF-B, BF-A) on Wednesday beat expectations for its fiscal year third quarter earnings and reiterated full-year guidance, but the stock fell 5% amid a challenging sales environment.

Despite ongoing challenges such as tariffs and barrel costs in the US, Canada, and Europe, the Jack Daniel's maker is seeing strong growth in international markets like Mexico and Brazil.

In the US, alcohol consumption has dropped, as evidenced by a 1% year-to-date decline in US sales. Brown-Forman's Canadian sales plummeted nearly 60% due to retailers in most provinces keeping US-made products off shelves in response to Trump's tariffs.

However, the company called out emerging international markets, where sales overall rose 16%, and travel retail channels as bright spots.

"Our global footprint shows a clear divergence in consumer behavior," CEO Lawson Whiting said on the earnings call. "While macro uncertainty continues to pressure discretionary spending in the US, in many developed markets, we see significantly stronger, more resilient consumer trends in key emerging international markets and the travel retail channel."

Mexico and Brazil delivered double-digit sales growth of 15% and 20%, respectively. In Mexico, the company's ready-to-drink products, in particular, are driving growth, with overall revenue up 8%. In Brazil, Brown-Forman is focused on boosting its super-premium whiskey portfolio, which also saw double-digit sales growth.

Brown-Forman reported earnings of $0.58 per share, up from $0.57 the prior year, beating the consensus of $0.47. Sales rose 2% to $1.06 billion, versus the Street's estimate for $1 billion.

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Abercrombie & Fitch (ANF) stock fell about 5% ahead of the opening bell on Wednesday. The retailer's earnings beat Wall Street estimates, and its guidance was slightly above expectations.

In the important holiday quarter, Abercrombie reported profits of $3.68 per share, surpassing estimates of $3.57, according to S&P Global Market Intelligence. Revenue of $1.7 billion was also above the $1.67 billion estimate.

The company's full-year outlook guided for sales to grow 3% to 5%, with an operating margin between 12% and 12.5%, and diluted earnings per share in the range of $10.20 to $11.00. The Street was expecting profit guidance between $10.30 and $10.40 per share at the midpoint.

That guidance incorporates a 15% global tariff rate for the year. The company said that it expects approximately 290 basis points of tariff impact for the first quarter and 70 basis points for the full year.

CrowdStrike's (CRWD) fourth quarter results skimmed past Wall Street earnings and revenue estimates on Tuesday.

Revenue increased 23% year over year to $1.31 billion, surpassing Wall Street expectations for $1.29 billion in sales, according to S&P Global Market Intelligence. Earnings per share of $0.15 also topped expectations for $0.04 per share in profits.

The company touted its annual recurring revenue (ARR) growth, which grew 24% year-over-year to $5.25 billion.

"FY26 will go down in our history books as CrowdStrike's best year yet," founder and CEO George Kurtz said. "We achieved $5.25 billion in ending ARR β€” the fastest and only pure-play cybersecurity software company to achieve this milestone β€” driven by a record $1.01 billion of net new ARR, our first year exceeding $1 billion of net new ARR."

CrowdStrike's 2027 revenue forecast of $5.86 billion to $5.92 billion was slightly ahead of the midpoint estimate of $5.86 billion.

The stock fluctuated in extended trading, up 0.4% at last check. The stock has been hit hard this year by concerns that artificial intelligence will create massive disruption in the software space. The stock is down 16% year to date, though it has risen 11% over the past five days as increased hostilities in the US have made the case for organizations to strengthen cybersecurity.

Ross Stores (ROST) reported upbeat fourth quarter results on Tuesday that sent shares of the discount retailer more than 6% higher in after-hours trading.

Ross CEO Jim Conroy also noted that executives are "encouraged by the very strong start to the Spring season."

Same-store sales for the fourth quarter rose 9% in Q4, greater than the 4.81% growth the Wall Street consensus was expecting, according to S&P Global Market Intelligence.

Earnings per share of $2.00 also came in above the company's guidance of $1.77 to $1.85 and ahead of analyst estimates of $1.91 per share. Revenue of $6.63 billion beat the Street's expectations of $6.43 billion.

Conroy said in the earnings release that while the first half of 2025 presented challenges, such as tariffs and uncertainty among consumers, the business saw underlying trends improve throughout the year. "This momentum built throughout the back half of the year and culminated in a strong finish, positioning us well as we move into the year ahead," Conroy said.

For the current quarter ending in May, Ross expects comparable store sales to increase 7% to 8%, driving increased earnings per share between $1.60 and $1.67, which is in line with analysts' profit forecast of $1.63 per share

Charging company EVgo (EVGO) is bucking the trend of slowing EV sales with strong results.

The company posted adjusted EBITDA of $12 million in 2025, the first yearly profit for the company, with the fourth quarter representing $24 million of that. Revenue jumped 75% in Q4 to $118.4 million, with gross margin surging 2350 basis points to 38%.

Network throughput (total energy deployed) increased, as did charger utilization.

Yet, in the US at least, EV sales in the fourth quarter shrank after the federal government withdrew the EV tax credit.

EVgo CEO Badar Khan says that's only one part of the story.

"We are putting in charging stations where people are, where people are running errands. They're going grocery shopping, they go to work. That's where we put our charging stations, and so as a result, people are using our machines," Khan said in an interview with Yahoo Finance. "It's a six-fold increase [in utilization] on a personal basis."

Utilization is key to profitability, Khan said. EVgo is one of the three biggest charging companies in the industry, along with Tesla (TSLA) and Electrify America, and EVgo's demand per stall is about five times higher than any other player aside from those two.

Khan added that EVgo's utilization is even higher than the average of those top three companies (Tesla, Electrify America, and EVgo).

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Best Buy (BBY) reported a surprise sales slump in its key holiday shopping season.

Same-store sales declined 0.8% in the fourth quarter, the company said Tuesday. Wall Street had hoped for a 0.2% increase after two straight quarters of positive growth.

"We continue to see customers who are resilient, but they are definitely deal-focused," Best Buy CEO Corie Barry told Yahoo Finance in a call with reporters.

Best Buy expects first quarter same-store sales to return to growth, rising 1%. Barry said more than 50% of its customers make more than $100,000 per year.

Revenue for the fourth quarter totaled $13.81 billion, less than the $13.88 billion Wall Street had expected, per Bloomberg consensus data. Adjusted earnings per share came in higher at $2.61, more than the $2.46 the Street predicted. Best Buy stock is down more than 30% in the past year, but popped up more than 8% in early trading.

For the full year, revenue came in at $41.69 billion, just below the $41.76 billion Wall Street predicted. Adjusted earnings per share came in at $6.43, $0.12 above Wall Street's estimates for $6.31.

For the year, same-store sales grew 0.5%, less than the 0.9% increase Wall Street was looking for.

For 2027, the company expects revenue to come in the range of $41.2 billion to $42.1 billion, alongside same-store sales that are expected to fall in a range between a 1% decline and 1% rise for the year.

Adjusted earnings per share are expected to be in a range of $6.30-$6.60.

This year, Best Buy is also watching the rise in memory costs as heightened demand impacts supply. Barry said it's "something our industry has faced in different peaks and valleys relatively often through the past 25 years."

She added that the team is pulling in inventory, trying to provide its manufacturers with longer forecast horizons, working to find the right price points for consumers, and educating them on what's available.

The team expects strength in computing and mobile phones to continue into 2026, after posting momentum in the fourth quarter, up 5.4%.

MongoDB (MDB) stock plummeted 20% after the software company predicted a profit loss for the upcoming year

For fiscal year 2027, MongoDB forecast a loss per share of $0.73 to $0.49, though it was narrower than the $1.05 loss the Street was expecting, according to S&P Global Market Intelligence. 2026 revenue is expected to come in between $2.86 billion and $2.90 billion, compared to estimates for $2.43 billion.

Still, MongoDB reported better-than-expected results for the fourth quarter.

Earnings per share ticked down a cent from a year ago, coming in at $0.18 per share for the fourth quarter, which was higher than the $0.03 loss Wall Street was expecting. Revenue increased 27% year over year to $695.1 million, beating estimates of $669 million.

Listen to the earnings call here at 5 p.m. ET.

Correction: This post was updated to correct the figures of MongoDB's full-year profit and revenue guidance.

Norwegian Cruise Line Holdings (NCLH) stock fell 10% in early trading on Monday after the company's fiscal 2026 guidance came in short of analyst estimates.

For 2026, Norwegian Cruise Line forecast earnings per share of $2.38, whereas Wall Street analysts were looking for $2.60 per share. The company expects full-year adjusted EBITDA of around $2.95 billion and adjusted net income of approximately $1.12 billion.

The spike in oil prices due to the war in Iran also weighed on cruise stocks Monday, as cruise operators and airlines are expected to face higher fuel costs due to the conflict choking off oil supplies flowing through the Strait of Hormuz.

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ADT (ADT) stock dropped 10% on Monday morning after the security company's fourth quarter revenue fell short of expectations. ADT also said it expects revenue and earnings per share growth to be flat in 2026 as it prioritizes balancing its cash flow and share repurchases.

ADT reported that its sales grew 1.3% year over year to $1.27 billion in Q4, whereas the Street was hoping for sales of $1.29 billion. Earnings per share of $0.17 also missed estimates of $0.21 per share analysts were expecting.

ADT said the number of sales for its monitoring security systems decreased during the quarter, which was offset by higher prices.

The company also said it's focused on improving its free cash flow and expects adjusted free cash flow growth of approximately 20% in 2026 compared to 2025. However, the company said it expects little to no revenue and adjusted earnings per share growth as it makes investments in growth initiatives.

Duolingo (DUOL) stock plummeted as much as 25% on Friday after the company offered downbeat guidance for 2026 despite beating analysts' expectations on Q4 earnings. The company said it's shifting focus from monetizing its language-learning app to growing the subscriber base.

While daily active users and subscriptions were up 30% and 28% year over year, respectively, that growth slowed throughout 2025 and is expected to decelerate further this year.

CEO Luis Von Ahn told Yahoo Finance on Friday that more than 15 million people have a Duolingo streak longer than 365 days, and growing that dedicated user base is a priority. Von Ahn said artificial intelligence is a major driver of the company's pivot to user growth.

"We think that over the next few years, the way people learn is going to change quite significantly," Von Ahn said, adding that "the most important thing we can do is capture as much of the market as we can, entice as many users to use Duolingo as possible … and we're prioritizing that pretty much above everything else."

Duolingo reported fourth quarter revenue of $282.9 million, up 35% year over year and ahead of the $275.74 million estimated. Adjusted earnings per share came at $0.84, versus the $0.83 estimate. The company's 2026 outlook, however, landed well short of the $1.26 billion estimated, with full-year revenue guidance of $1.20 billion-$1.22 billion.

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