Stock Movers Deere Disappoints; Urban Outfitters Beats; Dell Gains
5 snips
Nov 26, 2025 Deere reveals a disappointing fiscal outlook as uncertainty looms over the US farm economy. Urban Outfitters surprises investors with a strong sales report, driven by its popular brands and back-to-school shopping. Dell Technologies boosts its full-year forecast, highlighting growth in AI server shipments that propels its stock upward. Additionally, Hewlett-Packard faces challenges with profit misses and job cuts due to rising memory costs, while Zscaler sees conflicting responses despite a solid quarter.
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Deere Sees Ag Cycle Bottoming In 2026
- Deere's fiscal-year net income guidance fell well below Wall Street expectations, signaling continued pressure on the farm economy.
- CEO John May expects 2026 to mark the bottom of the large ag cycle, implying recovery isn't imminent.
Urban Outfitters Benefits From Event-Driven Retail
- Urban Outfitters beat third-quarter sales estimates, driven by strength at its namesake brand and Anthropologie.
- The results align with broader retail strength around back-to-school and upcoming holiday shopping events.
AI Server Demand Lifts Dell's Outlook
- Dell raised its full-year forecast after strong AI-server demand and large shipment orders.
- The company reported over $5 billion in AI server shipments and a sizable order backlog fueling upgraded projections.