markets

Claire Yubin Oh1/30/26

Deckers soars on record revenue thanks to Hoka and Ugg demand

Deckers had a lot to celebrate over the holiday period, with the footwear company’s shares up more than 14% as of 6:45 a.m. ET on Friday, after the Hoka and Ugg maker posted record revenue for the quarter ended December 31, 2025. The company notched:

Record revenue of $1.96 billion, ahead of the $1.87 billion forecast by analysts (Bloomberg consensus).
Adjusted earnings per share of $3.33, a whopping 21% higher than the $2.76 predicted by analysts.

Looking ahead, the company also hiked its guidance for the fiscal year ending March 31, 2026, to $5.4 billion to $5.425 billion, up from the $5.35 billion expected in the quarter before.

Deckers’ record revenue and EPS figures were “driven by the significant global demand for UGG and HOKA,” CEO Stefano Caroti said in a press release. Both brands saw “high levels of full-price selling” that resulted in a strong gross margin of 59.8%. Between the two brands, winter favorite Ugg maintained the upper hand with $1.3 billion in revenue, but Hoka saw a whopping 18.5% sales uptick (versus Ugg’s 5%) to $629 million last quarter.

Deckers also shared that the company has now repurchased stock worth $813.5 million in the last nine months, and that it expects its share repurchases to exceed $1 billion for the fiscal year ending March 31, 2026.

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J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

US job growth falls far short of estimates in June; unemployment rate unexpectedly dips to 4.2%

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markets

Paige Oamek6/30/26

Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Did Nike do it?

Investors had a mixed reaction after the global sports apparel company reported its fourth quarter earnings on Tuesday after the bell. Shares initially rose 5% as Nike beat out Wall Street expectations amid a hefty tariff refund bonus. However, the stock then sank to its lowest level since August 2014 in postmarket trading.

Here are the Q4 numbers:

Revenue of $11.0 billion (estimate: $10.8 billion).
Adjusted earnings per share of $0.20 (estimate: $0.12).

Ahead of this report, Nike warned that results would be flattered by a one-time tariff refund (now estimated at roughly $0.52 per share for the bottom line). That gave the company an extra cushion in snapping its streak of seven quarters of year-over-year profit declines.

Over the past year, the company had been punished by tariffs on imported goods, stagnant consumer spending, and increasing competition from other footwear brands like New Balance, Adidas, and Hoka.

Outgoing CFO Matthew Friend deemed it an “increasingly challenging operating environment, where sell-through remains challenged.”

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