Tour de earnings

🥤Coca-Cola jumped 4.73% after posting Q4 figures that beat top and bottom line expectations. Revenue rose 6% to reach $11.54 billion, beating the $10.68 forecast. Earnings came in at $0.55, beating the $0.52 projected. The company credited rising demand for its soda products across China, Brazil, and the US for the great quarter. Tough day to be a Pepsi.

🛍️ Shopify rose 3.08% higher after a mixed-bag quarterly report. The e-commerce platform reported Q4 revenue of $2.81 billion, beating expectations of $2.73 billion, and its forward-looking revenue guidance just met Wall Street forecasts. Adjusted earnings came in at $0.44 per share, above estimates of $0.36 per share. But executives said that President Trump’s tariffs could hurt the company going forward, given that many businesses on the site rely heavily on the de minimis loophole, whose status remains in limbo.

🪫 Fluence Energy plunged a staggering 46.44% after the energy storage company dropped truly abysmal Q4 figures. Revenue decreased 49% year over year to reach $186.8 million, about half of expectations of $362.5 million. Fluence also reported a quarterly net loss of $57 million, and to top it all off, it cut its full-year guidance from to the range of $3.1 billion to $3.7 billion, under its previous guidance of $3.6 billion to $4.4. billion. Management cited increased competition and contract delays for the disappointing quarter. —LB