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Source document· February 18, 2026

Earnings live: Carvana stock plunges after profit miss, DoorDash slides amid mixed results

View original at finance.yahoo.com
Earnings live: Carvana stock plunges after profit miss, DoorDash slides amid mixed results Fourth quarter earnings season is entering its final stretch…
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  • If 13.2% blended earnings growth holds, it would represent the 10th consecutive quarter of annual earnings growth and the fifth consecutive quarter of double-digit growth for the S&P 500

    80% confidence
  • DoorDash Q1 2026 marketplace GOV expected to be $31.0B-$31.8B, above Street's $30.75B forecast

    80% confidence
  • Airbnb Q1 2026 revenue forecast of $2.59B-$2.63B, signaling strong demand for premium bookings

    80% confidence
  • Coinbase Q1 2026 subscription and services revenue expected to be $550M-$630M

    80% confidence
  • As GLP-1 adoption grows, consumers eat fewer calories and the mix of what they eat changes

    80% confidence
  • The Extra Value Meal is fundamental in the current environment and many McDonald's locations would keep it even as company pulls back on franchisee support in Q1

    80% confidence
  • Coinbase customer funds are safe following exchange issues

    80% confidence
  • McDonald's has made significant progress on value and affordability platforms resonating with consumers and will not lose on value

    80% confidence
  • 74% of S&P 500 companies had reported Q4 results as of Feb. 13, with blended earnings growth at 13.2%

    80% confidence
  • McDonald's is factoring in changing diet preferences such as customers opting for less sugary drinks into its offerings being tested

    80% confidence
  • DoorDash Q1 2026 adjusted EBITDA expected to be $675M-$775M, below Street's $800M estimate

    80% confidence
  • Coinbase has seen $420 million of transaction revenue in the first quarter through Feb. 10

    80% confidence

Data points we hold from this source

Coinbase Global · stock price-8 percent_change_ytd
Coinbase Global · revenue420 million_USD
Coinbase Global · revenue983 million_USD
Coinbase Global · revenue1.78 billion_USD
McDonald's Corporation · market share6.8 percent_same_store_sales_growth
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What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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Earnings live: Carvana stock plunges after profit miss, DoorDash slides amid mixed results — Source | Via News | ViaNews EU