This Workplace App Is Handing Out A Performance Review Discount

The latest earnings showed healthy growth but a lighter margin forecast, and traders wasted no time sending shares lower. For you, that’s a shot to upgrade your watch-list into a small buy position.

Futures are grinding higher as dip buyers try to turn this week’s bounce into a real comeback, with Big Tech and AI-adjacent names back in the green. The market’s still wrestling with stretched valuations, but Fed-cut optimism and chatter about a more rate-friendly next Fed chair are keeping the year-end rally hopes alive (for now).

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Premarket Earnings:

Economic Reports:

HP basically walked into earnings and said, Good news: we did fine. Bad news: it’s layoff time, and next year might sting.

The stock took the hint and slid, as up to 10% of the workforce gets cut, and guidance for 2026 came in lighter than the market wanted. It’s the classic we beat this quarter, but don’t get too excited about the next one.

Under the hood, PCs are finally showing a pulse again, helped by people slowly aging out of their Windows 10 machines. But higher costs tied to U.S. trade rules and pricier memory are chewing into the upside.

Management is promising to use AI to boost productivity and margins, just like every other CEO on TV right now, but those benefits take time, while the layoff headlines hit immediately.

The upside here is that HP is already beaten up, the dividend is chunky, and they’re trying to fix the cost base before things get worse. The downside is turnarounds in old-school hardware land rarely happen in a straight line, and you’ve got to sit through layoffs, restructuring charges, and grumpy guidance.

My Take For You: If you’re new, wait for the dust to settle and look to buy only if the stock holds up over a few sessions. If you’re already in, think of this as patience with a paycheck.

My Verdict: Cautious value watch. Interesting for income-focused investors who can handle some choppiness, but not a hero trade.

Dell showed up with a slightly undercooked revenue number, then immediately pointed at the scoreboard for next quarter and said that’s when the real party starts. The stock liked that confidence. AI servers are the star of the show, and Dell is basically saying, “We’ve got $9-plus billion of that lined up in one quarter alone.”

This is turning into a tale of two Dells. The old PC-and-laptop side is slogging through a slow recovery, but the data center and AI hardware side is sprinting ahead. Big companies, government agencies, and upstart neoclouds are ordering serious horsepower, and Dell is one of the main places they’re shopping.

As long as corporate budgets keep funding the AI arms race, Dell has a strong seat at the table. That said, AI hardware is still a feast-or-famine business. Orders can be lumpy, lead times can shift, and once the hype cools, buyers get picky on price.

You don’t want to buy this only because one quarter’s guidance looks hot and then act surprised if the next update is flat. This is more of a ride the cycle, don’t worship it.

My Take For You: If you’re not in, you can consider a starter position and add only if the next couple of quarters confirm that AI sales are turning into repeat business, not just one big sugar rush.

My Verdict: Short- to medium-term AI winner with real momentum, but treat it like a growth trade, not a forever hold.

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Workday did the classic cloud-software move and beat expectations, talked about healthy growth, then tossed out margin guidance that’s just a little softer than the Street wanted. The result was the stock got shoved down the stairs in after-hours, even though the actual quarter looked pretty solid.

Underneath the drama, the story is that Workday is still signing deals, still growing double digits, and now pouring more money into AI tools and a big acquisition to stay ahead.

That spending dings near-term margins, but it’s also how you avoid becoming the boring old system clients quietly replace in five years. Activist investors are already in the mix, which usually means someone is watching the thermostat on costs anyway.

The friction point is that investors wanted great growth and perfect margins, and Workday basically had good growth and good-enough margins. That’s reasonable for a long-term compounding story, but short-term traders don’t always do reasonable. Hence, the sulk.

My Take For You: If you’ve been waiting to get into a quality enterprise name, pullbacks like this are when you start to pay attention. Think layering in slowly, not cannonballing in one shot. If you already own it, this isn’t a panic moment.

My Verdict: High-quality, long-term software name that just hit a speed bump on expectations, not execution. Worth a watch-list upgrade or small position for patient investors who can look past one quarter’s margin hand-wringing.

Urban just dropped an earnings lookbook Wall Street actually likes. Sales and profits beat, all the brands are pulling their weight, and they’re talking store openings, not closings.

The stock’s ripping like it just saw a “70% OFF” sign.

Design land is vibing. Autodesk beat expectations, cranked revenue higher, and even lifted full-year guidance, which is basically the market’s love language.

Now the stock’s getting the quality compounder glow-up in premarket.

Solid growth, okay earnings… and still getting tossed out of the cart. One of those numbers fine, mood terrible days where guidance, pricing, or just nerves flip the switch from steady cloud story to sudden air pocket.

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— Adam Garcia
Elite Trade Club

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