After‑Hours Movers Overview
The Reuters after‑hours roundup highlighted earnings beats and guidance updates from seven prominent technology‑focused companies.
NVIDIA (NVDA)
NVIDIA reported second‑quarter adjusted earnings per share (EPS) of $2.22 on revenue of $96.2 billion, surpassing analyst expectations. Management issued upbeat third‑quarter revenue guidance of $108.0 billion, plus or minus 2%, explicitly stating that the outlook assumes zero data‑center compute revenue from China due to ongoing trade restrictions.
Salesforce (CRM)
Salesforce posted Q2 EPS of $5.90, beating consensus by $2.63, on total revenue of $11.3 billion. The company raised its full‑year 2027 EPS target to a range of $16.67‑$16.71, citing strong growth in enterprise cloud subscriptions and the Agentforce AI automation suite as drivers of accelerated margin expansion.
Okta (OKTA)
Okta delivered a Q2 EPS of $1.05 on revenue of $805 million, exceeding forecasts. The identity‑management firm lifted its full‑year sales guidance to a range of $3.216‑$3.226 billion, reflecting expanding enterprise adoption of its Workforce and Customer Identity product suites.
Synopsys (SNPS)
Synopsys reported EPS of $3.91 on revenue of $2.48 billion, beating expectations. Despite the beat, the stock fell 6% as profit‑taking set in after recent gains in the chip‑design software sector.
CrowdStrike Holdings (CRWD)
CrowdStrike posted Q2 EPS of $0.31 on revenue of $1.47 billion, beating consensus. The cybersecurity firm raised its full‑year 2027 revenue outlook to a range of $5.99‑$6.01 billion, citing robust platform consolidation, strong gross retention, and recent operational recoveries.
Nutanix (NTNX)
Nutanix announced fiscal Q4 adjusted EPS of $0.60, topping estimates by $0.11, on revenue of $757.1 million. Annual recurring revenue (ARR) grew 16% year‑over‑year to $2.55 billion. The company’s fiscal Q1 2027 revenue guidance of $755‑$765 million aligned closely with Wall Street’s consensus of $762 million. Full‑year free cash flow totaled $840.7 million, underscoring strong cash generation.
HP Inc. (HPQ)
HP Inc. delivered fiscal Q3 EPS of $0.83 on revenue of $15.7 billion, beating both top‑ and bottom‑line expectations. However, the stock dropped 11% after the company signaled softer Q4 margin expectations, attributing pressure to rising component costs—particularly memory and display panels—affecting gross margins in its Personal Systems and Printing segments.
Market Reaction
Post‑earnings, NVIDIA slipped 1% in after‑hours trading despite the beat, while Salesforce jumped 12%, Okta surged 17%, CrowdStrike rose 10%, Nutanix gained 5%, and HP fell 11% following its guidance nuance.