TNET Earnings

TNET reported its earnings on 2026-02-12, showcasing a revenue of 1.25B against an estimate of 251.63M, resulting in a 395.97% surprise. The EPS was 0.46, surpassing the expected 0.4 by 15%. The stock experienced a -10.85% price change on the earnings day and a -6.03% change over the next five days, reflecting market reactions to the results.

Following TNET's earnings announcement on 2026-02-12, the stock price moved by -10.85% on the day of the release. Over the subsequent five days, it saw a -6.03% change. Historically, TNET's stock price tends to shift by an average of 10.59% in the 10 days leading up to earnings and -1.54% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate TNET's annual revenue to reach 336.39M, while the EPS is projected at 2.02. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TNET's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TNET's stock price typically moves by 10.59% in the 10 days before its earnings and -1.54% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.02 and revenue of 336.39M.

The earnings call summary reveals strong financial performance with significant revenue growth, improved gross margins, and reduced net losses. The Q&A section highlights positive sentiment towards future growth, especially in licensing, content creation, and global expansion of IPs like Strawberry Shortcake and Teletubbies. The mention of potential stock buybacks and strategic investments further supports a positive outlook. Although some management responses were vague, the overall sentiment and financial outlook suggest a positive stock price movement in the short term.