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AOE GOING VIRAL EVEN AS TARIFFS START TO SPIRAL

1. Salesforce (CRM) – “It’s a Win… but Stock Dips?” 🤷‍♂️


What happened:Salesforce beat expectations in Q2 (fiscal 2026), earning $2.91 EPS vs. ~$2.78–2.80 forecast, on $10.2B revenue, up 10% YoY. CRPO—a fancy term for contracted future sales—also rose 11% to $29.4B. InvestorsInvesting.comSalesforce

Why the stock dropped (~6–8%): Because Q3 guidance was a bit timid. Revenue only projected at $10.24–10.29B, and GAAP EPS at $1.60–1.62 vs expected ~$1.83. InvestopediaBarron's

Fundamentals & Ratios

Technicals & Perception

  • YTD the stock is down ~23–30% from its highs. Analysts still see ~34% upside based on average price targets. Barron'sInvestors

Outlook

  • Short-term: cautious vibe

  • Mid & Long-term: AI (Agentforce, Data Cloud) looks promising—Data Cloud ARR up 120% to $1.2B Seeking Alpha

Verdict: Analysts say Hold to Slight Buy, with belief in AI pivot and shareholder-friendly moves.


2. American Eagle Outfitters (AEO) – “Editorials Go Viral, Stock Skyrockets” 📈✨


What happened:Q2 beat expectations with $0.45 EPS (expected ~$0.20)—a stellar +125% surprise. Sales: $1.28B, just 1% lower YoY but above estimates. Investing.comMitradeNasdaqInvestorsNew York Post

Stock Reaction:Shares soared ~30% following the results—and successful Gen-Z marketing starring Sydney Sweeney and Travis Kelce that raked in 40 billion impressions. InvestorsNew York Post

Key Metrics & Fundamentals

Technicals & Brand Power

  • Stock at its highest since December. YTD up ~5% after rebounding 89% from a June low. Investors

Outlook

Verdict: Buy-friendly—brand momentum is 🔥, financials strong, and the marketing magic paid off.


3. Texas Instruments (TXN) – “Chip Demand Cools, Outlook Gets Cold” 🧊


What happened:TI warned that April’s demand spike was artificial (everyone ahead-of-the-tariff stocked up), and now demand has “slowed.” Stock dropped >4%. ReutersYahoo Finance

Historical context:Earlier earnings beat but cautious tone led to 12% drop in after-hours, citing tariff risks, demand uncertainty. MarketWatchReuters

Technical Levels:

  • Supports: around $190 & $172

  • Resistances: near $206 & $220 Investopedia

Fundamentals & Forecast

  • Q2 earnings: $1.41 EPS on $4.45B revenue (beat)

  • Q3 guidance: $1.36–1.60 EPS, revenue $4.45–4.80B—seen as cautious. MarketWatchSherwood News

Outlook:

  • Short-term: bearish due to demand risk

  • Mid/long-term: depends on chip cycle and tariff clarity

Verdict: Hold/Neutral, but watch cautiously—chip cycles are tricky!


4. Figma (FIG) – “IPO Fever Meets Reality… Lock-Up Scare!” 😱


What happened:First earnings post-IPO: revenue $249.6M (+41%), EPS $0.09 (vs $0.08 est)—small beat—but stock plunged ~15–19% premarket. Why? Sky-high valuation (P/E ~299× vs Adobe’s ~15×) and worries about lock-up expiring. ReutersAInvest

Valuation Madness:Peak valuation ~ $33B; now shares are down >50% from that high. Reuters

Lock-Up Flood Coming:Some employee shares will unlock on Sept 5 after conditions are met—potential wave of selling incoming. Figma Investor RelationsTipRanksAInvest

Outlook:

  • Short-term: very volatile

  • Long-term: growth possible, but need better margins, less drama

Verdict: Speculative Buy at best—only for risk-tolerant investors comfy with rollercoaster rides.


U.S. Macro Headlines That Move Market Moods


  • Private payrolls rose just 54K in August, underwhelming vs ~65–68K forecasts → signals labor softening. Fed could consider rate cuts. The GuardianGV WireAInvest

  • Trade deficit jumped 32.5% in July to $78.3B, much worse than expected, mostly due to gold and capital goods imports surging. S&P 500 erased gains as a result. ReutersIndustry WeekNasdaqTipRanks


Rank ‘Em: Stocks from Most to Least Favored


  1. American Eagle (AEO) – strong beat, marketing mojo, rising stock

  2. Salesforce (CRM) – solid earnings, long-term AI bets, cautious short-term

  3. Texas Instruments (TXN) – decent past earnings, but demand worries and tariff caveats

  4. Figma (FIG) – glittering IPO, but valuation & lock-up risks make it dicey

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