Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Wednesday, September 9, 2026 — the Triple Check on that evening's after-hours reports.

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Two beats, two selloffs: C3.ai and American Eagle both topped estimates but got punished on guidance quality — A quiet after-hours session headlined by watchlist name C3.ai and retailer American Eagle Outfitters -- both technically beat headline numbers but investors focused on soft or low-quality guidance and sent both stocks sharply lower.

Reports covered

2 companies reviewed.

AI
In-Line / Soft Beat
EPS vs. Consensus
-$0.20 actual vs -$0.25 consensus (smaller loss than expected)
Revenue vs. Consensus
$52.4M actual vs $52.3M consensus (+0.2%, but down 25% YoY)
Forward Guidance
Q2 FY27 revenue guided to $51-55M (mid $53M), well below the $56.6M consensus; full-year FY27 guidance of $210-240M (mid $225M) roughly matched the $224.3M consensus
Price Reaction
Fell as much as 5.8-13.7% after hours depending on the snapshot, as the weak near-term guide overshadowed the narrower loss

The narrower-than-expected loss was driven by a 40% headcount cut and $135M in annualized cost savings rather than a demand inflection -- revenue still fell 25% YoY -- and a Q2 revenue guide well under consensus signals the restructuring has not yet translated into a growth turnaround, despite a federal-bookings bright spot (+138% YoY).

AEO
In-Line / Soft Beat
EPS vs. Consensus
$0.79 actual vs $0.22 consensus (large beat)
Revenue vs. Consensus
$1.38B actual vs $1.37B consensus (+0.99%)
Forward Guidance
Full-year operating income guidance raised to $540-550M, but the raise was driven almost entirely by $179-196M of one-time IEEPA tariff refunds rather than organic margin improvement, with ongoing tariffs still pressuring gross margin 150-200bps and inventory up 14%
Price Reaction
-10% to -12.1% after hours on heavy volume

Aerie-led comp growth was genuinely strong, but the market saw through the tariff-refund-inflated operating income raise to the underlying earnings quality issue -- rising inventory and continued tariff drag on margin -- treating the headline beat-and-raise as unsustainable rather than a real fundamental improvement.

What this is (and isn't)

A fourth, independent lens — this one on the companies that just reported (or are about to), not the tape itself.

Every weekday evening around 7:30 PM ET, a separate job checks which notable companies (our own maintained watchlist, plus other market-moving names when relevant) reported earnings after that day's close, and runs each through a "Triple Check": actual EPS and revenue against Wall Street consensus, and — the part that drives most of the actual price reaction — forward guidance. On Fridays, a same-day recap is low-value heading into a weekend with no trading day right after, so that run instead previews which notable companies are scheduled to report the following week.

How reports are graded

The same rubric applied to every company reviewed.

GradeCriteriaTypical reaction
Strong BeatBeat EPS & revenue, raised guidanceSharp gap up (+5% to +15%+)
BeatBeat EPS & revenue, guidance unchangedModerate pop, can get sold off
In-Line / Soft BeatEPS beat (often via cost-cutting), revenue missed or guidance loweredMixed to negative
MissMissed EPS or revenue, weak guidanceSharp gap down (-5% to -20%+)

Timing

Weekday evenings run the recap above; Fridays run the week-ahead preview instead.

4:00 PM ET
The market closes. Most companies that report today do so shortly after this, in the after-hours session.
~7:30 PM ET
This job fires — enough time for the initial post-earnings price reaction and analyst commentary to develop — and this page updates.

Archive

Past evenings' earnings reviews.

Notes

This page is market commentary built from real earnings releases and public analyst coverage, not a trade signal and not connected to the paper-trading account's cash or holdings. Nothing here is executed. Not investment advice.