Stocks to Keep an Eye on This Friday: Alibaba, Dell, and Two Others
U.S. Stock Market Overview
- Market Trends: U.S. stock futures are trading lower as investors await key earnings reports from several companies.
Company Earnings Reports
Alibaba Group Holding Ltd. (BABA): Expected to report quarterly earnings of $1.95 per share on revenue of $34.26 billion. Shares rose 0.5% to $120.20 in after-hours trading.
Autodesk Inc. (ADSK): Reported better-than-expected second-quarter results, raising its full-year revenue guidance from $6.92-$7 billion to $7.03-$7.08 billion. Adjusted earnings forecast increased from $9.50-$9.73 per share to $9.80-$9.98 per share. Shares surged 10.6% to $318.96 in after-hours trading.
BRP Inc. (DOOO): Analysts expect quarterly earnings of 33 cents per share on revenue of $1.31 billion. Shares gained 2.6% to $59.00 in after-hours trading.
Ulta Beauty Inc. (ULTA): Reported second-quarter revenue of $2.79 billion, exceeding the consensus estimate of $2.67 billion. Earnings were $5.78 per share, surpassing analyst expectations of $4.97. Shares increased by 3.8% to $551.00 in after-hours trading.
Dell Technologies Inc. (DELL): Reported stronger-than-expected second-quarter earnings but anticipates third-quarter revenue between $26.5 billion and $27.5 billion, above estimates of $26.05 billion. Adjusted earnings are expected at $2.45 per share, slightly below estimates of $2.55. Shares fell 5.3% to $127.00 in after-hours trading.
Stock Performance Highlights
- Autodesk Inc. (ADSK): Shares rose 10.6% to $318.96.
- Ulta Beauty Inc. (ULTA): Shares increased by 3.8% to $551.00.
- BRP Inc. (DOOO): Shares gained 2.6% to $59.00.
- Alibaba Group Holding Ltd. (BABA): Shares rose 0.5% to $120.20.
- Dell Technologies Inc. (DELL): Shares fell 5.3% to $127.00.
Conclusion
- The earnings reports from these companies indicate a mixed outlook, with some exceeding expectations while others fell short, impacting their stock performance in after-hours trading.
Trade with 70% Backtested Accuracy
Analyst Views on ADSK
About ADSK
About the author

- Global Market Opportunity: Tripo AI reports that around 90% of its users are from outside China, indicating strong demand in the global market, which is expected to drive future revenue growth for the company.
- Rapid Revenue Growth: Since launching its 3D model generation platform in June 2025, Tripo has quickly surpassed $1 million in monthly revenue, demonstrating the success of its products in international markets.
- Significant Market Potential: iSales has generated over $1 million in revenue since June by helping over 300 small manufacturers find buyers abroad, showcasing the competitiveness of Chinese manufacturing in the international arena.
- Clear Financing Strategy: Both Tripo and iSales prioritize fundraising from U.S. dollar-based investors with plans to list in Hong Kong in the future, reflecting their focus on international markets and long-term growth objectives.
- Market Decline: The S&P 500 index fell by 0.94%, reaching a 3.25-month low, reflecting investor concerns over escalating tensions in Iran, which may impact future investment decisions and market stability.
- Surge in Oil Prices: WTI crude oil prices rose over 4% to an 8.5-month high due to threats from Iran to close the Strait of Hormuz, intensifying fears of energy supply disruptions and potential inflationary pressures in the economy.
- Natural Gas Price Spike: European natural gas prices surged more than 22% to a three-year high after Qatar's Ras Laffan plant was targeted by an Iranian drone attack, posing significant risks to global liquefied natural gas supply and market stability.
- Economic Data Expectations: This week, the ADP employment change is expected to increase by 50,000, while the ISM services index is projected to slip slightly, with markets closely monitoring these indicators to assess economic health and potential implications for Federal Reserve monetary policy decisions.
- Market Decline: The S&P 500 index closed down 0.43% on Friday, with the Dow Jones Industrial Average falling 1.05% and the Nasdaq 100 down 0.30%, reflecting heightened investor concerns over the disruptive potential of AI, which has negatively impacted market confidence.
- Bank Stocks Plummet: The collapse of UK private lender Market Financial Solutions Ltd raised fears of rising defaults, leading to significant declines in bank stocks, with Morgan Stanley and Goldman Sachs both down over 7%, indicating instability within the financial sector.
- Economic Data Impact: The US January PPI rose 0.5% month-over-month, exceeding expectations of 0.3%, while the Chicago PMI unexpectedly increased to 57.7, demonstrating economic resilience, although market speculation regarding Fed rate cuts was dampened.
- Rising Oil Prices Pressure: WTI crude oil prices surged over 2% to a 7-month high due to President Trump's pessimistic remarks on Iranian nuclear negotiations, exacerbating geopolitical risks that could further impact airline profits, leading to declines in related stocks.
- Workforce Reduction: Block announced a 40% workforce cut, reducing its headcount from over 10,000 to just under 6,000, indicating a strategic shift in operations influenced by AI tools, which is expected to significantly enhance overall efficiency and profitability.
- Stock Price Reaction: Following the layoff announcement, Block's stock surged approximately 25% in after-hours trading, ultimately closing up 17%, reflecting increased investor confidence in the company's future profitability.
- Earnings Forecast: Block's annual earnings forecast surpassed market expectations, with analysts generally optimistic that AI-driven efficiencies will drive profit growth, leading Morgan Stanley to upgrade its rating to overweight.
- Restructuring Costs: Block anticipates restructuring costs between $450 million and $500 million, primarily front-loaded in the first quarter, with Dorsey opting for a one-time layoff approach to mitigate long-term negative impacts on employee morale.
- Massive Workforce Reduction: Block announced a nearly 40% workforce cut, reducing its headcount from over 10,000 to just under 6,000, indicating a significant shift in operational strategy driven by AI tools, although this move has sparked widespread market debate.
- Significant Stock Surge: Following the layoff announcement, Block's stock rose approximately 25% in after-hours trading, closing up 17%, reflecting investor confidence in the company's future profitability, despite analysts expressing caution regarding long-term growth prospects.
- Optimistic Earnings Forecast: Block's annual earnings forecast exceeded market expectations, even as last quarter's results were largely in line with projections, leading Morgan Stanley analysts to upgrade their rating to overweight, citing AI-driven efficiencies as a key profitability driver.
- Restructuring Cost Impact: Block expects to incur $450 million to $500 million in restructuring costs, primarily front-loaded in Q1, with Dorsey opting for a one-time layoff approach to mitigate morale issues, although this decision has raised questions about the company's future trajectory.
- Market Turmoil Analysis: Steve Koenig, head of software and services research at Macquarie, highlights that the software industry is undergoing unprecedented turmoil due to recent AI-driven sell-offs, with companies like Salesforce (CRM) facing existential threats, coining terms like 'SaaS-pocalypse'.
- Industry Risk Assessment: Koenig expresses cautious optimism about the long-term outlook for the software sector, suggesting that while uncertainty looms, technological innovation will continue to drive industry growth, despite potential short-term volatility.
- Investor Sentiment Shift: The concept of 'SaaS-pocalypse' has shaken investor confidence in software companies, leading to increased stock price volatility, particularly for those operating under the SaaS model, which faces heightened scrutiny.
- Future Outlook: Despite the challenging market environment, Koenig believes that advancements in AI and other technologies could enable a recovery in the software industry, urging investors to focus on innovation and adaptability within the sector.









