Late Night Market Recap

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  Night.Owl
 
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•  10 Feb 2026
 

•   CVS  
   
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•   DDOG  
   
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•   F  
   
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•   GILD  
   
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•   HOOD  
   
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$F Ford 4th-quarter revenue fell 5% to $45.9 billion, marking its first drop since early fiscal 2025, and the automaker posted its worst earnings miss in four years as tariffs and supplier disruptions pressured margins. Core profit was cut roughly in half, yet management struck a cautiously optimistic tone for 2026. Shares were little changed on the day, but the nearly 77 million shares traded show investors are actively repricing the near-term risk versus the longer-term reset narrative.

$HOOD Robinhood slid after reporting Q4 results that topped on EPS at $0.66 but missed revenue expectations at $1.28 billion. Crypto revenue plunged 38% year over year, dragging sentiment despite record full-year revenue and net deposits. Even a surge in prediction-market contracts could not offset cooling digital asset activity. The stock fell as traders reacted to the revenue miss and softer crypto engagement, underscoring how tightly HOOD remains tethered to speculative flows.

$KO Coca-Cola delivered a classic mixed quarter. Earnings beat estimates, but revenue came in light, and cautious 2026 guidance weighed on sentiment. Investors appeared more focused on forward growth concerns and softer demand trends than on pricing gains and margin resilience. The stock declined despite topping profit expectations, reflecting a market that currently rewards acceleration over stability.

$LYFT Lyft shares tumbled sharply in extended trading after earnings as investors zeroed in on weaker-than-expected profitability and a storm-impacted outlook. While Q4 revenue rose 3% to $1.6 billion, guidance uncertainty and concerns around operating leverage overshadowed the results. The company reiterated plans around autonomous vehicle deployments in 2026, but near-term execution questions drove volatility.

$DDOG Datadog surging after a strong Q4 earnings and revenue beat. AI-driven demand and cloud migration momentum powered results above Street estimates, and 2026 revenue guidance of roughly $4.06 billion to $4.10 billion reassured growth-focused investors. The stock double-digit rally signaled renewed appetite for enterprise software names showing durable expansion.

$SPOT Spotify exploded higher after crushing Q4 expectations, adding 38 million net new users to reach 751 million monthly active users. Earnings smashed estimates, margins hit record levels, and management highlighted its strongest user engagement cycle yet. The rally marked one of the stock best sessions in years, reinforcing confidence in its operating leverage story.

$GILD Gilead beat on both earnings and revenue in the fourth quarter, driven by solid HIV and liver disease product sales, and even raised its dividend. However, lighter-than-expected 2026 EPS guidance dampened enthusiasm, sending shares lower. The market reaction suggests investors want clearer acceleration in growth before rewarding the stock for operational execution alone.

$CVS CVS Health posted a fourth-quarter beat and reaffirmed its 2026 profit outlook, but the reaffirmation disappointed traders hoping for an upward revision. Shares dipped slightly as investors recalibrated expectations after a strong run into earnings.

$MAT Mattel struggled after holiday sales failed to deliver the expected lift. Fourth-quarter profit dropped year over year, and weak guidance added pressure. The stock moved lower as investors questioned the strength of consumer demand heading into 2026.

$WBD Warner Bros. Discovery drew attention through a new multi-year Harry Potter licensing partnership involving Hasbro, signaling continued monetization of key franchises. Shares advanced modestly as investors assessed the long-term value of franchise-driven revenue streams.

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