$LULUBearishHigh

Stocks making the biggest moves after hours: Lululemon Athletica, ServiceTitan, Argan and more

After-hours movers: Lululemon shares fell 10% after it cut full-year earnings and revenue guidance and its current-quarter outlook missed analyst expectations, per LSEG. Docusign slipped 4% as its Q2 revenue outlook ($865M–$869M) met but didn’t beat estimates. Guidewire dropped 16% on weaker adjusted gross margin. ServiceTitan rose 12% after raising full-year guidance.

9/10
8/10
High
Bearish
after-hours reaction to newly released guidance/earnings datapoints
risk-on for beat/raised-guidance names; risk-off for guidance/margin/billings misses

Downward guidance revision increases near-term earnings risk and can pressure momentum/positioning into the next reporting window.

Lululemon shares sank ~10% after it lowered full-year earnings and revenue guidance and cut current-quarter outlook below expectations.

Likely continued volatility; downside bias until investors reassess demand/headwind magnitude.

Background

This is a CNBC after-the-bell roundup summarizing after-hours price moves tied to guidance changes, earnings beats/misses, and margin/billings datapoints.

Why it matters

The actionable signal is the direction and magnitude of the after-hours move, which is directly attributed to specific guidance or financial metric misses/beats.

Market relevance

Investors are repricing near-term earnings quality (guidance, margins, billings) immediately, with large dispersion across software and consumer/industrial names.

Market effects

Broad software/healthcare/consumer read-through: margin quality and billings/guidance discipline are being rewarded or punished immediately.

Primarily US after-hours sentiment; limited direct regional spillover implied.

Mostly company-specific; could modestly influence global growth-software and healthcare earnings expectations via sentiment.

Alternative perspectives

Some moves may be overextended: consensus-aligned revenue ranges (e.g., DOCU) can still mean the market is reacting to qualitative expectations not captured in the numbers.

After-hours gaps can reverse if premarket order flow differs; also, guidance cuts/raises may reflect timing (lumpiness) rather than structural demand changes.

Key entities

  • Lululemon Athletica

    Lowered full-year and current-quarter guidance; shares sank ~10% after the bell.

  • Docusign

    Second-quarter revenue outlook failed to impress; shares slipped ~4%.

  • Rubrik

    First-quarter billings missed consensus; shares down ~2%.

  • Cooper Companies

    Second-quarter adjusted EPS and revenue beat; shares up ~1%.

  • Guidewire Software

    Adjusted gross margin missed expectations; shares tumbled ~16%.

Related articles

$GWREHighAI 9/10

Guidewire Software Q3 Earnings Call Highlights

Guidewire Software reported Q3 non-GAAP gross profit of $247M (+29% YoY) and 66% gross margin. Non-GAAP operating profit was $78M. The company ended with $1.15B cash/investments and $61M operating cash flow, repurchasing 1.7M shares at $147.07. It raised FY2026 revenue to $1.46B–$1.47B and operating income and expects OCF $365M–$380M, citing cloud wins and ProNavigator adoption by five insurers.

$LULUHighAI 9/10

lululemon athletica Q1 Earnings Call Highlights

lululemon athletica said China Mainland growth benefited from a Chinese New Year shift into Q1, adding 8 percentage points, but momentum slowed late in the quarter as negative commentary rose, then eased, according to interim co-CEO André Maestrini. Management cited product updates and higher marketing spend, but said a “new look of yoga” campaign missed expected top-line impact. Q1 gross margin fell to 54.2% (from 58.3%); Q1 EPS was $1.69 vs $2.60. The company cut Q2 revenue guidance to $2.45–$

$NVDAMedAI 9/10

Despite strong jobs report, Wall Street sees worst day since October

U.S. stocks fell sharply Friday despite a strong May jobs report, with Wall Street posting its worst day since October. The S&P 500 dropped 2.6% to 7,383.74, the Dow fell 1.4%, and the Nasdaq slid 4.2%, led by declines in Nvidia (-6.2%), Broadcom (-7.9%), Micron (-13.3%) and Meta (-5.5%). The Labor Department reported 172,000 jobs added in May, pushing Treasury yields higher and raising expectations for Fed rate hikes.