Companies That Raised or Cut Guidance, Week of Aug 17, 2026
In the week of Aug 17, 2026 to Aug 23, 2026, 62 companies raised guidance and 19 cut it, according to EquiReason's reading of their earnings calls and 8-K earnings releases.
Source: SEC EDGAR filings and earnings calls · Aug 17, 2026 – Aug 23, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-08-21 | DE Deere & Company | Raised | Net Income Guidance -- $4.75 billion to $5.00 billion for fiscal 2026, which was increased from previous forecasts | Earnings call |
| 2026-08-20 | YSS York Space Systems Inc. | Cut | FY 2026 Revenue Guidance -- $375 million to $405 million, a reduction from the previous midpoint of $570 million | Earnings call |
| 2026-08-20 | YETI YETI Holdings, Inc. | Raised | 2026 adjusted operating income margin to be approximately 14.9%, up 30 basis points compared to prior guidance of 14.6%. Adjusted operating income growth of 10% to 12% for the full year compared to prior guidance of 8% to 10% growth. Adjusted earnings per diluted share of $2.94 to $3, reflecting growth of 19% to 21% compared to prior guidance of $2.83 to $2.89. | Earnings call |
| 2026-08-20 | TPR Tapestry, Inc. | Raised | Revenue $8.4B to $8.5B, EPS $7.80 to $7.90 for fiscal 2027 | Earnings call |
| 2026-08-20 | RERE ATRenew Inc. | Raised | Q3 Revenue Guidance -- RMB 6.3 billion to RMB 6.4 billion, projecting a year-over-year increase of 23.1% to 25.1% | Earnings call |
| 2026-08-20 | ONDS Ondas Inc. | Raised | Full-Year Revenue Guidance -- $525 million to $550 million for 2026, an increase from previous targets. Third Quarter Revenue Guidance -- $140 million to $155 million. | Earnings call |
| 2026-08-20 | NOA North American Construction Group Ltd. | Raised | 2026 Combined Revenue Guidance raised to $1.6B-$1.8B from $1.5B-$1.7B; Adjusted EBITDA $380M-$420M maintained; Free Cash Flow $110M-$130M unchanged | Earnings call |
| 2026-08-20 | NMAX Newsmax Inc. | Raised | FY 2026 Revenue Guidance -- $212 million to $216 million, representing 13% growth at the midpoint of the range | Earnings call |
| 2026-08-20 | NKTR Nektar Therapeutics | Raised | Cash guidance for year end 2026 increased to approximately $815 million to $840 million | Earnings call |
| 2026-08-20 | MWH SOLV Energy, Inc. | Raised | Full-Year Revenue Guidance -- $3.87 billion to $3.97 billion, raised from the previous forecast of $3.72 billion to $3.82 billion | Earnings call |
| 2026-08-20 | KLC KinderCare Learning Companies, Inc. | Cut | Revenue $2.66B to $2.70B, adjusted EBITDA $200M to $220M, adjusted EPS $0.05 to $0.15 | Earnings call |
| 2026-08-20 | GLOB Globant S.A. | Cut | Fiscal Year 2026 Revenue Guidance -- $2.428 billion to $2.462 billion, representing a downward revision from the previous range of $2.462 billion to $2.508 billion. Fiscal Year 2026 Adjusted Diluted EPS Guidance -- $5.75 to $6.15. | Earnings call |
| 2026-08-20 | FIGR Figure Technology Solutions, Inc. | Raised | Q3 CLM volume $4.8B to $5.2B | Earnings call |
| 2026-08-20 | ETON Eton Pharmaceuticals, Inc. | Raised | Adjusted EBITDA margin > 35% for full year | Earnings call |
| 2026-08-20 | DLO DLocal Limited | Raised | TPV growth 60% to 70% year-over-year | Earnings call |
| 2026-08-20 | CRMD CorMedix Inc. | Raised | Adjusted EBITDA $125M to $140M, reaffirmed revenue $325M to $345M, DefenCath revenue $175M to $195M | Earnings call |
| 2026-08-20 | CLBT Cellebrite DI Ltd. | Cut | full-year ARR guidance: $550 million to $560 million; full-year revenue guidance: $555 million to $561 million; full-year adjusted EBITDA guidance: $153 million to $159 million | Earnings call |
| 2026-08-20 | BIRK Birkenstock Holding plc | Raised | Revenue 15% growth in constant currency, EUR 2,300M to EUR 2,350M, adjusted EBITDA at least EUR 710M | Earnings call |
| 2026-08-20 | AVAH Aveanna Healthcare Holdings Inc. | Raised | Revenue > $2.68B, adjusted EBITDA > $365M for full year | Earnings call |
| 2026-08-20 | ASND Ascendis Pharma A/S | Raised | Operating cash flow > EUR 500 million for full year | Earnings call |
| 2026-08-20 | AMAT Applied Materials, Inc. | Raised | Q4 revenue $10.25B ± $500M, non-GAAP EPS $4.02 ± $0.20 | Earnings call |
| 2026-08-19 | WOLF Wolfspeed, Inc. | Cut | Revenue guidance $140-160M vs. $150M current quarter | Earnings release (8-K) |
| 2026-08-19 | TRMB Trimble Inc. | Raised | Full Year 2026 Revenue Guidance -- $3.90 billion to $3.95 billion; Full Year 2026 Non-GAAP EPS Guidance -- $3.60 to $3.70; Third Quarter 2026 Revenue Guidance -- $953 million to $978 million; Third Quarter 2026 Non-GAAP EPS Guidance -- $0.83 to $0.88 | Earnings call |
| 2026-08-19 | SPIR Spire Global, Inc. | Raised | Full-Year Revenue Guidance -- $75 million to $85 million, implying core revenue growth of 50% at the midpoint of the range | Earnings call |
| 2026-08-19 | SMWB SIMILARWEB LTD. | Raised | FY 2026 Revenue Guidance -- $314 million to $318 million, representing approximately 12% growth year over year at the midpoint | Earnings call |
| 2026-08-19 | SFD Smithfield Foods, Inc. | Cut | updated to a range of $1.225 billion to $1.375 billion | Earnings call |
| 2026-08-19 | RSKD RISKIFIED LTD. | Raised | FY 2026 Revenue Guidance -- raised to a range of $400 million to $410 million, up from the previous range of $376 million to $384 million | Earnings call |
| 2026-08-19 | NDSN Nordson Corporation | Raised | Sales guidance raised to $3,035-$3,075M; adjusted EPS to $11.80-$12.00 | Earnings release (8-K) |
| 2026-08-19 | LOW Lowe's Companies, Inc. | Cut | Sales guidance narrowed to $92B (from $92-94B); EPS to $11.75 (from $11.75-12.25); comps flat (from flat to +2%); operating margin 11.2% (from 11.2-11.4%) | Earnings release (8-K) |
| 2026-08-19 | KTB Kontoor Brands, Inc. | Raised | raised to a range of $5.25 to $5.35 | Earnings call |
| 2026-08-19 | KE Kimball Electronics, Inc. | Raised | Fiscal Year 2027 Revenue Guidance -- $1.535 billion to $1.560 billion, representing a projected 7% to 9% increase compared to fiscal 2026. Adjusted Operating Margin Guidance -- 4.4% to 4.7% for fiscal 2027. | Earnings call |
| 2026-08-19 | JBI Janus International Group, Inc. | Cut | revised downward from previous expectations | Earnings call |
| 2026-08-19 | ITG ITG, Inc./DE/ | Raised | Full Year Revenue Guidance $1.6 billion, representing 35% growth for the 2026 fiscal year. Full Year Adjusted EBITDA Guidance $202 million, representing 36% growth and an anticipated Adjusted EBITDA margin of 13%. | Earnings call |
| 2026-08-19 | HLIT Harmonic Inc. | Raised | Full Year 2026 Revenue Guidance -- $505 million to $525 million, raised from the prior range of $475 million to $495 million. Full Year 2026 Non-GAAP EPS Guidance -- $0.67 to $0.75. | Earnings call |
| 2026-08-19 | GO Grocery Outlet Holding Corp. | Raised | raising the low ends of our full year financial outlook ranges | Earnings call |
| 2026-08-19 | GLBE Global-E Online Ltd. | Raised | Full Year 2026 Revenue Guidance raised to $1.305 billion to $1.355 billion from $1.220 billion to $1.280 billion | Earnings call |
| 2026-08-19 | FOSL Fossil Group, Inc. | Raised | raised from a prior range of -4% to -6% | Earnings call |
| 2026-08-19 | AMTM Amentum Holdings, Inc. | Cut | revised downward from the prior range | Earnings call |
| 2026-08-19 | ALLT Allot Ltd. | Raised | Revenue guidance raised to $115M-$118M for full-year 2026; SECaaS growth guidance 40% or more; gross margin guidance 70%; operating expense ratio 62% of revenue | Earnings call |
| 2026-08-18 | VSTS Vestis Corporation | Raised | Free Cash Flow Guidance -- $160 million to $170 million for the full year, raised from the previous range of $120 million to $150 million; Adjusted EBITDA Guidance -- $310 million to $315 million for the full year, a midpoint increase of $2.5 million from previous expectations | Earnings call |
| 2026-08-18 | VG Venture Global, Inc. | Raised | 2026 EBITDA Guidance -- $8.7 billion to $9.1 billion, raised from the previous range of $8.2 billion to $8.5 billion | Earnings call |
| 2026-08-18 | NRGV Energy Vault Holdings, Inc. | Raised | FY 2026 Revenue Guidance -- Management raised full-year revenue guidance to a range of $270 million to $310 million, up from the previous $225 million to $300 million | Earnings call |
| 2026-08-18 | MASS 908 Devices Inc. | Raised | raised the low end of our range and now expect revenue to be $68 million to $70 million, representing growth of 21% to 25% over full year 2025 | Earnings call |
| 2026-08-18 | LITE Lumentum Holdings Inc. | Raised | net revenue for the first quarter of fiscal year '27 to be in the range of $1.225 billion to $1.275 billion | Earnings call |
| 2026-08-18 | JKHY Jack Henry & Associates, Inc. | Raised | FY2027 revenue guidance $2.684-2.709B, EPS $7.33-7.38 | Earnings release (8-K Item 2.02) |
| 2026-08-18 | HYLN Hyliion Holdings Corp. | Raised | Full-Year Revenue Guidance -- Raised to $15 million, a 50% increase from the previous $10 million projection | Earnings call |
| 2026-08-18 | EVLV Evolv Technologies Holdings, Inc. | Raised | 2026 Revenue Guidance -- $180 million to $185 million, raised from a previous range of $175 million to $180 million; 2026 ARR Guidance -- $148 million to $150 million; Adjusted EBITDA Guidance -- $15 million to $16 million for the full year 2026 | Earnings call |
| 2026-08-18 | CRWV CoreWeave, Inc. | Raised | Full-Year Revenue Guidance -- $12.4 billion to $13.2 billion; Q3 Revenue Guidance -- $3.45 billion to $3.6 billion; Exit Run Rate Revenue Guidance -- $18.5 billion to $19.5 billion for fiscal year 2026 | Earnings call |
| 2026-08-18 | CDNL Cardinal Infrastructure Group Inc. | Raised | Full Year Revenue Guidance -- $880 million to $900 million, representing a midpoint increase of $210 million from previous expectations | Earnings call |
| 2026-08-18 | CAH Cardinal Health, Inc. | Raised | Fiscal 2027 EPS Guidance $12.40 to $12.60, representing 13% to 15% growth over the adjusted fiscal 2026 baseline; Fiscal 2027 Pharma Revenue Guidance 3% to 5% growth; Fiscal 2027 Pharma Profit Guidance 8% to 11% growth; Fiscal 2027 GMPD Profit Guidance $200 million to $220 million; Fiscal 2027 Other Revenue Guidance 11% to 13% growth; Fiscal 2027 Other Profit Guidance 15% to 18% growth | Earnings call |
| 2026-08-18 | AUTL Autolus Therapeutics plc | Raised | Full Year 2026 Guidance increased to $140 million to $150 million from $120 million to $135 million | Earnings call |
| 2026-08-18 | ATRO Astronics Corporation | Raised | FY 2026 Revenue Guidance -- $1.02 billion to $1.04 billion, raised from the previous range | Earnings call |
| 2026-08-18 | ARMK Aramark | Raised | Full-Year Organic Revenue Outlook raised to 9% to 10% | Earnings call |
| 2026-08-17 | TLS TELOS CORP | Raised | Full Year Adjusted EBITDA Guidance increased from $20.6M-$28M to $23.6M-$28.6M; Full Year Cash Gross Margin Guidance raised from 38.2%-39.5% to 39%-40% | Earnings call |
| 2026-08-17 | TH Target Hospitality Corp. | Raised | 2026 Revenue Guidance $410M-$420M, 11% increase; 2026 Adj EBITDA $85M-$95M, 13% increase | Earnings call |
| 2026-08-17 | TCMD Tactile Systems Technology, Inc. | Cut | FY 2026 revenue guidance revised to $360M-$366M from prior range | Earnings call |
| 2026-08-17 | SOHU Sohu.com Ltd | Cut | Q3 Online Game Revenue Guidance $105 million to $150 million, representing a projected annual decrease of 29% to 35% | Earnings call |
| 2026-08-17 | SMC Summit Midstream Corp | Raised | Adjusted EBITDA Guidance narrowed from previous ranges; Capital Expenditure Guidance increased from $85M-$105M to $100M-$120M | Earnings call |
| 2026-08-17 | QTRX Quanterix Corporation | Cut | FY 2026 Revenue Guidance $142M-$148M, lowered from $169M-$174M; FY 2026 Gross Margin Guidance 48%-50%, narrowed from 49%-53% | Earnings call |
| 2026-08-17 | PPHC Public Policy Holding Company, Inc. | Raised | Revised Revenue Guidance -- $213 million to $216 million for the full year 2026, raised from the previous range of $205 million to $209 million | Earnings call |
| 2026-08-17 | PLUG Plug Power Inc. | Raised | Revenue growth guidance raised from 13-15% to 15-16% for full year | Earnings call |
| 2026-08-17 | PERI Perion Network Ltd. | Cut | Full-Year Contribution ex-TAC Guidance narrowed from $215M-$235M to $215M-$225M; Full-Year Adjusted EBITDA Guidance $51M-$53M | Earnings call |
| 2026-08-17 | NGS NATURAL GAS SERVICES GROUP INC | Raised | FY26 organic horsepower deployments raised to at least 55,000 from 50,000 | Earnings call |
| 2026-08-17 | MNDY monday.com Ltd. | Raised | Full Year 2026 Revenue Guidance $1.466B-$1.474B; Full Year Free Cash Flow Guidance $280M-$290M | Earnings call |
| 2026-08-17 | MG Mistras Group, Inc. | Raised | 2026 Revenue Guidance -- $740 million to $755 million, an upward revision from previous expectations | Earnings call |
| 2026-08-17 | HTHT H World Group Ltd | Raised | Full Year 2026 Revenue Guidance -- 4% to 8% growth, raised from previous 2% to 6%; M&F Revenue Guidance -- 16% to 20% growth, increased from previous 12% to 16% | Earnings call |
| 2026-08-17 | HRTX Heron Therapeutics, Inc. | Cut | Full Year 2026 Guidance withdrawn | Earnings call |
| 2026-08-17 | HLIO Helios Technologies, Inc. | Raised | 2026 adjusted EBITDA margin range raised to 20.2% to 21.0%; adjusted diluted EPS range $3.05 to $3.25 | Earnings call |
| 2026-08-17 | HIVE HIVE Digital Technologies Ltd. | Raised | Targeting ~$200M GPU Cloud ARR by Q4 2026; $700M total HPC ARR by 2028 | Earnings release (8-K Item 2.02) |
| 2026-08-17 | HIMS Hims & Hers Health, Inc. | Raised | Full Year 2026 Revenue Guidance raised to $3.1 billion to $3.3 billion; Full Year 2026 Adjusted EBITDA Guidance $275 million to $325 million | Earnings call |
| 2026-08-17 | DCGO DocGo Inc. | Cut | FY2026 adjusted EBITDA guidance cut from -$5 to -$10M to -$17 to -$22M; revenue guidance narrowed to $305-310M from $300-315M | Earnings release (8-K) |
| 2026-08-17 | CNDT Conduent Incorporated | Cut | Full Year Revenue Guidance $2.15B-$2.25B, updated to reflect divestitures; Full Year Adj EBITDA $140M-$170M | Earnings call |
| 2026-08-17 | CMCL Caledonia Mining Corporation Plc | Cut | AISC Guidance increased to $2,500-$2,700 per ounce; On-Mine Cost Guidance revised upward to $1,600-$1,800 per ounce sold | Earnings call |
| 2026-08-17 | CEVA CEVA, Inc. | Raised | non-GAAP operating income increase approximately 70% year over year; non-GAAP net income increase approximately 50%, both above previous expectations | Earnings call |
| 2026-08-17 | CECO CECO Environmental Corp. | Raised | 2026 Revenue Guidance $1.3B-$1.375B, raised from previous low end of $1.275B; 2026 Adj EBITDA $200M-$225M, increase of $5M on lower end | Earnings call |
| 2026-08-17 | BW Babcock & Wilcox Enterprises, Inc. | Raised | 2026 Adjusted EBITDA Guidance raised to $80 million to $105 million from previous targets | Earnings call |
| 2026-08-17 | APEI American Public Education, Inc. | Raised | Full year 2026 revenue guidance raised to $690M-$698M; net income guidance raised to $46.5M-$52.5M; adjusted EBITDA guidance raised to $96M-$104M; diluted EPS guidance raised to $2.48-$2.79; capital expenditures guidance lowered to $25M-$28M | Earnings call |
| 2026-08-17 | ALCO ALICO, INC. | Raised | Fiscal year 2026 adjusted EBITDA guidance raised to approximately $15M from prior $14M; expects to end fiscal year with cash ~$48M and net debt ~$37M | Earnings call |
| 2026-08-17 | AIOT PowerFleet, Inc. | Cut | Full Year Revenue Guidance $468M-$473M, revised from $485M-$490M; Full Year Adj EBITDA $111M-$114M, updated from $122M-$125M | Earnings call |
| 2026-08-17 | ACH Accendra Health, Inc. | Cut | Full-Year Revenue Guidance $2.45B-$2.55B, revised from previous; Full-Year Adj EBITDA $300M-$320M | Earnings call |
| 2026-08-17 | AAON AAON, Inc. | Raised | Full-year sales guidance 55%-60% growth, raised from 40%-45% | Earnings call |
Questions
- Which companies changed their guidance in the week of aug 17, 2026?
- Deere & Company (DE), York Space Systems Inc. (YSS), YETI Holdings, Inc. (YETI), Tapestry, Inc. (TPR), ATRenew Inc. (RERE), Ondas Inc. (ONDS), North American Construction Group Ltd. (NOA), Newsmax Inc. (NMAX) and 73 more — the full list, with dates and the filing behind each row, is above.
Earlier weeks
2026 W42 · 2026 W41 · 2026 W40 · 2026 W39 · 2026 W38 · 2026 W37 · 2026 W36 · 2026 W35 · 2026 W34 · 2026 W33 · 2026 W32 · 2026 W31 · Other lists: Insider buying · Executive and board changes
How these figures are read: methodology · EquiReason.