Companies That Raised or Cut Guidance, Week of Aug 31, 2026
In the week of Aug 31, 2026 to Sep 6, 2026, 33 companies raised guidance and 4 cut it, according to EquiReason's reading of their earnings calls and 8-K earnings releases.
Source: SEC EDGAR filings and earnings calls · Aug 31, 2026 – Sep 6, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-09-02 | FIVE Five Below, Inc. | Raised | Full year FY2026 net sales guidance raised from $5.40-$5.48B to $5.63-$5.71B; diluted EPS from $8.62-$9.02 to $12.10-$12.58 | Earnings release (8-K Item 2.02) |
| 2026-09-02 | ANF Abercrombie & Fitch Co. | Raised | Full year net sales growth around 5% from $5.27B; operating margin 14.5%-15.0%; EPS $13.10-$13.60. Q3 net sales growth 5%-6%; operating margin 13.0%-14.0%; EPS $2.90-$3.20. | Earnings call |
| 2026-09-01 | ZM Zoom Communications, Inc. | Raised | Q3 revenue $1.275B-$1.28B; FY27 revenue $5.085B-$5.095B; FY27 non-GAAP EPS $6.08-$6.12; FY27 free cash flow $1.78B-$1.82B | Earnings call |
| 2026-09-01 | MZTI The Marzetti Company | Cut | First Quarter Fiscal 2027 Operating Income Forecast -- Expected to decline approximately 15% | Earnings call |
| 2026-09-01 | MMEDV MiniMed Group, Inc. | Raised | FY27 organic revenue growth raised to ~10.5% from ~10%; FY27 adjusted EBITDA margin ~16% (reaffirmed) | Earnings release (8-K Item 2.02) |
| 2026-09-01 | DKS DICK'S Sporting Goods, Inc. | Cut | Full Year 2026 DICK'S Operating Margin Guidance -- 10.6% to 10.9%, down from the previous forecast of 11% to 11.4% | Earnings call |
| 2026-09-01 | CTRN Citi Trends Inc | Raised | Full-Year Sales Guidance -- 10% to 12% growth, raised from the previous outlook of 9% to 11% | Earnings call |
| 2026-09-01 | AIN Albany International Corp. | Raised | Q3 2026 adjusted EPS raised to $1.40-$1.50 from $0.60-$0.70; Q3 2026 revenue unchanged $320M-$330M; Q4 2026 adjusted EPS $0.65-$0.75; Q4 2026 revenue $325M-$335M; Q3 and Q4 effective tax rate 31.5% | Earnings release (8-K Item 2.02) |
| 2026-08-31 | WSM Williams-Sonoma, Inc. | Raised | Full-Year Comparable Brand Revenue Guidance raised to 4%-6.5%; Full-Year Operating Margin Guidance raised to 17.8%-18.2% | Earnings call |
| 2026-08-31 | WDAY Workday, Inc. | Raised | FY 2027 subscription revenue of $9.94 billion to $9.95 billion | Earnings call |
| 2026-08-31 | VEEV Veeva Systems Inc. | Raised | Q3 Revenue Guidance -- $932 million to $935 million | Earnings call |
| 2026-08-31 | ULTA Ulta Beauty, Inc. | Raised | Full-Year Sales Guidance -- 6.7% to 7.2% growth, raised from previous guidance of 6% to 7% | Earnings call |
| 2026-08-31 | SNPS Synopsys, Inc. | Raised | revenue range of $9.69 billion to $9.74 billion | Earnings call |
| 2026-08-31 | SAIC Science Applications International Corporation | Raised | FY2027 guidance raised for revenue, adjusted EBITDA, adjusted EBITDA margin, and adjusted diluted EPS; free cash flow guidance reiterated | Earnings release (8-K Item 2.02) |
| 2026-08-31 | S SentinelOne, Inc. | Raised | FY27 revenue outlook raised to $1.202B-$1.207B; Q3 revenue $309M-$311M; FY27 operating income $124M-$128M; Q3 operating income $38M-$40M; FY27 EPS $0.30-$0.32; Q3 EPS $0.08-$0.09 | Earnings call |
| 2026-08-31 | RBRK Rubrik, Inc. | Raised | Fiscal Year 2027 Subscription ARR Guidance -- $1.88 billion to $1.885 billion | Earnings call |
| 2026-08-31 | PD PagerDuty, Inc. | Raised | Full-Year Revenue Guidance $491.5M-$496.5M (raised low end); Full-Year Non-GAAP Operating Margin Guidance raised to 25%-26%; Q3 Revenue Guidance $123M-$125M; Q3 Non-GAAP Operating Margin Guidance 26.5%-27.5% | Earnings call |
| 2026-08-31 | PAHC Phibro Animal Health Corporation | Raised | Fiscal Year 2027 Net Sales Guidance -- $1.55 billion to $1.60 billion | Earnings call |
| 2026-08-31 | P Everpure, Inc. | Raised | FY27 Revenue Guidance $5.03B-$5.07B; FY27 Operating Profit Guidance $940M-$960M; Q3 FY27 Revenue Guidance $1.325B-$1.335B; Q3 FY27 Operating Profit Guidance $265M-$275M | Earnings call |
| 2026-08-31 | OKTA Okta, Inc. | Raised | Full-Year Revenue Guidance -- $3.216 billion to $3.226 billion | Earnings call |
| 2026-08-31 | NVDA NVIDIA Corporation | Raised | Fiscal 2028 Revenue Guidance -- Management expects year-over-year growth of approximately 70% | Earnings call |
| 2026-08-31 | NTNX Nutanix, Inc. | Raised | Fiscal 2027 Revenue Guidance -- $3.18 billion to $3.23 billion | Earnings call |
| 2026-08-31 | MRVL Marvell Technology, Inc. | Raised | Fiscal 2027 Revenue Outlook -- $12 billion, increased from the prior outlook of $11.5 billion | Earnings call |
| 2026-08-31 | MBUU Malibu Boats, Inc. | Raised | FY 2027 Net Sales Guidance -- $1.080 billion to $1.120 billion | Earnings call |
| 2026-08-31 | LX LexinFintech Holdings Ltd. | Cut | Near-term performance under considerable pressure; scaling back volume | Earnings release (6-K) |
| 2026-08-31 | LUCK Lucky Strike Entertainment Corp | Raised | Total Revenue Guidance -- forecasted between $1.28 billion and $1.31 billion for fiscal year 2027 | Earnings call |
| 2026-08-31 | HQY HealthEquity, Inc. | Raised | raised fiscal 2027 outlook | Earnings call |
| 2026-08-31 | HPQ HP Inc. | Raised | FY 2026 Free Cash Flow Guidance raised to $3B-$3.2B; FY 2026 Non-GAAP EPS Guidance raised to $3.19-$3.29; Q4 Non-GAAP EPS Guidance $0.69-$0.79 | Earnings call |
| 2026-08-31 | GAP The Gap, Inc. | Raised | Full-Year Net Sales Guidance narrowed to 1%-1.5%; Full-Year Adjusted Operating Margin Guidance raised to 7.4%-7.6%; Full-Year Adjusted EPS Guidance increased to $2.35-$2.45; Q3 Net Sales Guidance expected to increase 1.5%-2.5% | Earnings call |
| 2026-08-31 | ESTC Elastic N.V. | Raised | Q2 FY27 total revenue $486M-$487M, sales-led subscription revenue $407.5M-$408.5M, non-GAAP operating margin ~19%, EPS $0.80-$0.82; FY27 total revenue $1.998B-$2.010B, sales-led subscription revenue $1.682B-$1.694B, non-GAAP operating margin ~19.4%, EPS $3.29-$3.37 | Earnings call |
| 2026-08-31 | DG Dollar General Corporation | Raised | Full-Year Net Sales Guidance raised to 4%-4.3%; Full-Year Same-Store Sales Guidance raised to 2.5%-2.9%; Full-Year EPS Guidance raised to $7.80-$8.00 | Earnings call |
| 2026-08-31 | CRWD CrowdStrike Holdings, Inc. | Raised | Q3 FY27 ARR $6.184B-$6.188B, revenue $1.523B-$1.529B, non-GAAP income from operations $373M-$376M, non-GAAP net income $325M-$328M, EPS ~$0.31; FY27 ARR $6.603B-$6.612B, revenue $5.991B-$6.011B, non-GAAP income from operations $1.497B-$1.508B, non-GAAP net income $1.303B-$1.312B, EPS $1.25-$1.26 | Earnings call |
| 2026-08-31 | CRM Salesforce, Inc. | Raised | FY 2027 revenue guidance raised to $46.1B-$46.4B; Q3 revenue guidance $11.42B-$11.5B; Q3 CRPO growth expected ~14% YoY constant currency | Earnings call |
| 2026-08-31 | BBY Best Buy Co., Inc. | Raised | Full-Year Revenue Guidance raised to $42.3B-$42.8B; Full-Year Comparable Sales Guidance raised to 1.9%-3.0%; Full-Year Adjusted Diluted EPS Guidance raised to $6.70-$6.90 | Earnings call |
| 2026-08-31 | BBW Build-A-Bear Workshop, Inc. | Cut | Fiscal 2026 Revenue Guidance lowered to $500M-$525M; Fiscal 2026 Pre-tax Income Guidance revised to $60M-$68M; Adjusted Pre-tax Income Guidance $53M-$61M | Earnings call |
| 2026-08-31 | ADSK Autodesk, Inc. | Raised | Revenue Guidance $8.295B-$8.345B for fiscal 2027; Billings Guidance $8.575B-$8.65B for fiscal 2027; Non-GAAP Operating Margin Guidance ~39% for fiscal 2027 | Earnings call |
| 2026-08-31 | A Agilent Technologies, Inc. | Raised | FY 2026 Revenue Guidance raised to $7.49B-$7.51B; FY 2026 Non-GAAP EPS Guidance increased to $6.18-$6.21; Q4 Revenue Guidance $1.98B-$2B | Earnings call |
Questions
- Which companies changed their guidance in the week of aug 31, 2026?
- Five Below, Inc. (FIVE), Abercrombie & Fitch Co. (ANF), Zoom Communications, Inc. (ZM), The Marzetti Company (MZTI), MiniMed Group, Inc. (MMEDV), DICK'S Sporting Goods, Inc. (DKS), Citi Trends Inc (CTRN), Albany International Corp. (AIN) and 29 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.