Companies That Raised or Cut Guidance, Week of Sep 7, 2026
In the week of Sep 7, 2026 to Sep 13, 2026, 49 companies raised guidance and 7 cut it, according to EquiReason's reading of their earnings calls and 8-K earnings releases.
Source: SEC EDGAR filings and earnings calls · Sep 7, 2026 – Sep 13, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-09-11 | RH RH | Raised | Revenue growth 5.5% to 7%, adjusted EBITDA margin 15% to 16.2% | Earnings call |
| 2026-09-11 | ORCL Oracle Corporation | Raised | Fiscal Year 2027 Revenue Guidance at least $90B, Non-GAAP EPS $8.10 | Earnings call |
| 2026-09-11 | KR The Kroger Co. | Cut | Full-Year Identical Sales Guidance lowered to 0.2% to 0.8% from 1% to 2% | Earnings call |
| 2026-09-11 | ADBE Adobe Inc. | Raised | Full-Year 2026 Revenue Target raised to $26.576B-$26.626B, Non-GAAP EPS $24.45-$24.50 | Earnings call |
| 2026-09-10 | REF Reformation Inc. | Raised | FY26 net revenue raised to $602-606M from $507M (implied prior midpoint); FY26 adjusted EBITDA margin 14-14.2%; FY26 capex $23-27M | Earnings release (8-K Item 2.02) |
| 2026-09-10 | M Macy's, Inc. | Raised | Full-Year Net Sales Guidance: $21.675 billion to $21.825 billion, raised from $21.5 billion to $21.75 billion; Full-Year Adjusted Diluted EPS Guidance: $2.15 to $2.35, raised from $2.00 to $2.20; Full-Year Comparable Sales Guidance: 1.0% to 1.5% growth | Earnings call |
| 2026-09-10 | IBEX IBEX Ltd | Raised | Fiscal Year 2027 Revenue Guidance $700M-$715M (9%-11% growth); Adjusted EBITDA $90M-$94M (9%-14% growth); Q1 2027 Revenue $168M-$170M (11%-12% growth), Adjusted EBITDA $22M-$23M | Earnings call |
| 2026-09-10 | FLWS 1-800-FLOWERS.COM, Inc. | Cut | Revenue expected to decline in mid-single-digit range for fiscal 2027; Adjusted EBITDA expected $10M-$15M | Earnings call |
| 2026-09-10 | DBI Designer Brands Inc. | Raised | Adjusted Diluted EPS Guidance raised from $0.28-$0.38 to $0.47-$0.52 for full year; Net Sales Guidance raised from -1% to 1% to flat to up 1% for full year | Earnings call |
| 2026-09-09 | ZS Zscaler, Inc. | Raised | Full year fiscal '27: ARR $4.396B-$4.426B, revenue $3.908B-$3.938B, operating profit $924M-$932M, EPS $4.86-$4.90 | Earnings call |
| 2026-09-09 | YSG Yatsen Holding Ltd | Cut | Total net revenues expected between 898.6M and 998.4M RMB, representing a year-over-year decrease of approximately 0% to 10% | Earnings call |
| 2026-09-09 | VSXY Victorias Secret & Co. | Raised | net sales to be in the range of $7.1 billion to $7.18 billion; adjusted operating income in the range of $560 million to $590 million; adjusted net income per diluted share $4.45 to $4.70 | Earnings call |
| 2026-09-09 | UNFI United Natural Foods, Inc. | Raised | Fiscal 2027 Net Sales Guidance $31.2 billion to $31.8 billion; Adjusted EBITDA $730 million to $780 million; Adjusted EPS $3.00 to $3.50 | Earnings call |
| 2026-09-09 | TTC The Toro Company | Raised | Full-Year Net Sales Guidance -- 6.3% to 6.6%; Full-Year Adjusted EPS Guidance -- $4.60 to $4.65 | Earnings call |
| 2026-09-09 | TTAN ServiceTitan, Inc. | Raised | Full Year 2027 Revenue Guidance $1.139 billion to $1.144 billion; Operating Income $152 million to $154 million | Earnings call |
| 2026-09-09 | SWBI Smith & Wesson Brands, Inc. | Raised | Annual Revenue Guidance -- Growth of approximately 5% to 7% for fiscal 2027 | Earnings call |
| 2026-09-09 | SUNB Sunbelt Rentals Holdings, Inc. | Raised | raising gross capital expenditure guidance to between $2.75 billion to $3.15 billion and net rental capital expenditure guidance to between $2.4 billion and $2.8 billion | Earnings call |
| 2026-09-09 | SNOW Snowflake Inc. | Raised | Full-Year Product Revenue Guidance -- $6.07 billion; Full-Year Non-GAAP Operating Margin Guidance -- 14.5% | Earnings call |
| 2026-09-09 | SIG Signet Jewelers Limited | Raised | Full-Year SSS Guidance -- Flat to 2.5%; Full-Year Operating Income Guidance -- $535 million to $605 million | Earnings call |
| 2026-09-09 | SAIL SailPoint, Inc. | Raised | Fiscal Year 2027 ARR Guidance -- $1.38 billion at the midpoint; Fiscal Year 2027 Revenue Guidance -- $1.27 billion | Earnings call |
| 2026-09-09 | PL Planet Labs PBC | Raised | Full-Year Revenue Guidance -- $430 million to $441 million, reflecting a narrowing of the range at the low end. | Earnings call |
| 2026-09-09 | PATH UiPath, Inc. | Raised | Full year 2027 revenue $1.789 billion to $1.794 billion; non-GAAP operating income approximately $445 million | Earnings call |
| 2026-09-09 | OXM Oxford Industries, Inc. | Cut | Full-year sales $1.43B-$1.47B, adjusted EPS $1.60-$2.00 | Earnings call |
| 2026-09-09 | NTSK Netskope Inc | Raised | Full-Year 2027 Revenue Guidance -- raised to a range of $888 million to $892 million | Earnings call |
| 2026-09-09 | NTAP NetApp, Inc. | Raised | Revenue $2.03 billion, up 30% year-over-year; non-GAAP EPS $2.58, up 66% | Earnings call |
| 2026-09-09 | NAVN Navan, Inc. | Raised | Q3 FY2027: Revenue $253-255M, Non-GAAP income from operations $35.5-36.5M; FY2027: Revenue $927-933M (raised), Non-GAAP income from operations $82-86M (raised), Non-GAAP operating margin 9% (reaffirmed) | Earnings release (8-K Item 2.02) |
| 2026-09-09 | MOMO Hello Group Inc. | Cut | Q3 Revenue Guidance RMB 2.4 billion to RMB 2.5 billion, year-over-year decrease of 5.7% to 9.4% | Earnings call |
| 2026-09-09 | KFY Korn Ferry | Raised | Q2 Fee Revenue Guidance -- $860 million to $878 million; Q2 Adjusted EBITDA Margin Guidance -- 16.8% to 17.2% | Earnings call |
| 2026-09-09 | JILL J.Jill, Inc. | Raised | Adjusted EBITDA now expected to be in the range of $75 million-$80 million; Sales now expected to be flat to up 2% | Earnings call |
| 2026-09-09 | IOT Samsara Inc. | Raised | Fiscal 2027 revenue $2.043B-$2.047B, non-GAAP EPS $0.76-$0.78 | Earnings call |
| 2026-09-09 | INNV InnovAge Holding Corp. | Raised | FY 2027 Revenue Guidance $1.05 billion to $1.085 billion; Adjusted EBITDA $105 million to $115 million | Earnings call |
| 2026-09-09 | HPE Hewlett Packard Enterprise Company | Raised | FY26 non-GAAP EPS $3.75-$3.85, free cash flow at least $3.75B | Earnings call |
| 2026-09-09 | GWRE Guidewire Software, Inc. | Raised | Fiscal year 2027 non-GAAP operating income $403 million to $423 million; cash flow from operations $445 million to $465 million | Earnings call |
| 2026-09-09 | GIII G-III Apparel Group, Ltd. | Raised | Full-Year FY2027 Non-GAAP Net Income Guidance raised to $2.20-$2.30 per diluted share; Full-Year FY2027 Adjusted EBITDA Guidance $174M-$178M | Earnings call |
| 2026-09-09 | GCO Genesco Inc. | Cut | Full-year total sales guidance 2% decline, adjusted operating income $34M-$40M | Earnings call |
| 2026-09-09 | FIVE Five Below, Inc. | Raised | Full year sales $5.63 billion to $5.71 billion; adjusted diluted EPS $10.07 at midpoint | Earnings call |
| 2026-09-09 | DOCU DocuSign, Inc. | Raised | Fiscal year 2027 revenue $3.499 billion to $3.507 billion; non-GAAP operating margin 31.0% to 31.5% | Earnings call |
| 2026-09-09 | CXM Sprinklr, Inc. | Raised | Full-Year Subscription Revenue Guidance raised to $782.5M-$784.5M; Full-Year Non-GAAP Operating Income Guidance $139M-$141M; Full-Year Free Cash Flow Outlook $135M | Earnings call |
| 2026-09-09 | CIEN Ciena Corporation | Raised | Fiscal Year 2026 Revenue Guidance $6.42 billion; Fiscal Year 2027 Revenue Guidance $8.3 billion to $8.4 billion | Earnings call |
| 2026-09-09 | CHWY Chewy, Inc. | Raised | Fiscal Year 2026 Revenue Guidance -- $13.46 billion to $13.57 billion; Adjusted EBITDA Margin Guidance -- 6.7% to 6.8% | Earnings call |
| 2026-09-09 | CGNT Cognyte Software Ltd. | Raised | Fiscal 2027 Revenue Outlook -- Approximately $448 million; Fiscal 2027 Non-GAAP Operating Income Outlook -- Approximately $56 million | Earnings call |
| 2026-09-09 | CAN Canaan Inc. | Cut | Q3 Revenue Guidance -- $11 million to $15 million | Earnings call |
| 2026-09-09 | CAL Caleres, Inc. | Raised | raising the lower end of our adjusted EPS guidance while maintaining the high end | Earnings call |
| 2026-09-09 | BRZE Braze, Inc. | Raised | Full-Year Revenue Guidance $910 million to $913 million; Third Quarter Revenue Guidance $229 million to $230 million | Earnings call |
| 2026-09-09 | BRC BRADY CORP | Raised | Adjusted diluted EPS $6.25-$6.75 for fiscal 2027 | Earnings call |
| 2026-09-09 | BBCP Concrete Pumping Holdings, Inc. | Raised | Full-Year 2026 Revenue Outlook $425 million to $435 million, raised from $410 million to $425 million; Adjusted EBITDA $103 million to $108 million, increased from $98 million to $105 million; Free Cash Flow approximately $50 million, increased from at least $45 million | Earnings call |
| 2026-09-09 | AVGO Broadcom Inc. | Raised | Fiscal 2026 AI revenue $58B, Q4 revenue $34.8B, Q4 AI revenue $21.7B | Earnings call |
| 2026-09-09 | ASO Academy Sports and Outdoors, Inc. | Raised | EPS guidance raised; gross margin guidance raised to 35.5-36.0% from 34.5-35.0% | Earnings release (8-K Item 2.02) |
| 2026-09-09 | ASAN Asana, Inc. | Raised | Full year revenue $858.5M-$863.5M, non-GAAP operating income $84.5M-$86.5M | Earnings call |
| 2026-09-08 | PANW Palo Alto Networks, Inc. | Raised | Q1 NGS ARR $9.54B-$9.56B; RPO $20.8B-$20.9B; Revenue $3.3B-$3.31B; FY27 NGS ARR $11.075B-$11.175B; RPO $25.2B-$25.4B; Revenue $14.1B-$14.2B; Operating margin 29.5%; Non-GAAP EPS $4.16-$4.19 | Earnings call |
| 2026-09-08 | MMED MiniMed Group, Inc. | Raised | Organic Revenue Guidance approximately 10.5%, raised from 10% | Earnings call |
| 2026-09-08 | MDT Medtronic plc | Raised | Fiscal Year 2027 Organic Revenue Guidance 7.25% to 7.75%, a 50 basis point increase from previous projections; Fiscal Year 2027 Adjusted EPS Guidance $5.94 to $6.00, raised | Earnings call |
| 2026-09-08 | MDB MongoDB, Inc. | Raised | Total revenue $2.99B-$3.03B; Non-GAAP income from operations $616M-$636M; Non-GAAP net income per share $6.39-$6.58 | Earnings call |
| 2026-09-08 | GTLB GitLab Inc. | Raised | Q3 revenue $281M-$283M; Full-year revenue $1.129B-$1.133B; Non-GAAP operating income $148M-$152M; Non-GAAP net income per share $0.85-$0.87 | Earnings call |
| 2026-09-08 | GME GameStop Corp. | Raised | Adjusted EBITDA outlook raised from >$600M to >$650M | Earnings release (8-K Item 2.02) |
| 2026-09-08 | CRDO Credo Technology Group Holding Ltd | Raised | Q2 revenue $525M-$535M; Full-year revenue >85% growth; Optical revenue >$600M | Earnings call |
Questions
- Which companies changed their guidance in the week of sep 7, 2026?
- RH (RH), Oracle Corporation (ORCL), The Kroger Co. (KR), Adobe Inc. (ADBE), Reformation Inc. (REF), Macy's, Inc. (M), IBEX Ltd (IBEX), 1-800-FLOWERS.COM, Inc. (FLWS) and 48 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.