Stock Movers Autodesk Soars; Dell and Caterpillar Move to Downside; Affirm Rallies
Aug 29, 2025
Autodesk is enjoying a remarkable surge after outperforming expectations and raising its annual forecast, signaling renewed growth. In contrast, Dell is facing setbacks due to a drop in AI server sales and disappointing profit margins. Caterpillar warns of hefty tariff impacts, potentially costing billions. On a brighter note, Affirm sees a spike in shares after reporting strong quarterly results and an optimistic outlook. Tune in for insights into these dynamic market shifts and more!
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Guidance Moves Stocks Strongly
- Stock jumps often follow raised guidance, as seen with Autodesk and Petco in the episode.
- Analysts' language (like Citi's) can amplify market reaction to earnings beats.
Autodesk Shows Reaccelerating Growth
- Autodesk reported a strong quarter and raised full-year guidance, signaling reacceleration in growth.
- Citi called it one of the strongest revenue/billings beats in years, highlighting faster profitability expansion.
Petco's Turnaround Gains Traction
- Petco's turnaround is showing early signs as shares rose after raising full-year targets.
- Management trimmed stores and focused on pharmacies and grooming to close the performance gap with rivals like Chewy.