Analyst Consensus ?
ConsensusBuy59 ratings
Bullish3966.1%
Neutral1932.2%
Bearish11.7%
Costco Wholesale Corporation · COST · FY2026 Q1 · Calendar Q4 2025
Costco growth remains strong as digital members and investment add risk
The supplied analysis supports a constructive but qualified view of Costco's operating trajectory: growth in sales, membership and digital activity is accompanied by stable margins, while renewal softness, cost pressures and elevated investment leave execution risks to monitor.
Reported After market closeNASDAQConsumer Defensive
$397.57B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$4.34
Consensus $4.27
EPS surprise
+1.6%
Reported versus consensus
Reported revenue
$67.31B
Consensus $67.14B
Revenue surprise
+0.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-0.0%
Event window
SPY move
-1.1%
Same window
Abnormal move
+1.1%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
+6.5%
Up to 20 sessions
COSTSPY benchmark
Ask FN2 about COST FY2026 Q1
Transcript, numbers and history already loaded
Why did COST fall 0.0% after beating EPS estimates in FY2026 Q1?What changed in COST's guidance and outlook in FY2026 Q1?Give me the bull and bear case for COST after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, the supplied analysis adds evidence of AI-enabled pharmacy inventory improvements, broader personalization tools and continued digital expansion. It also highlights higher health-care costs, slight renewal-rate softness among newer digital members and elevated capex as ongoing constraints.
Guidance delta
No new guidance was provided in the supplied analysis. Management's stated plans continue to emphasize 30+ annual warehouse openings, digital investment and operational initiatives.
Key takeaways
- The supplied analysis describes strong top-line growth supported by warehouse openings, member upgrades and digital initiatives.
- Membership and fee income continued to expand, while renewal rates showed slight softness among newer digital members.
- Margins held steady, but higher health-care costs and elevated capex remain important watch items.
- AI, personalization and same-day delivery initiatives are intended to improve productivity and member engagement.
Management priorities
- Continue opening 30+ warehouses annually, including relocations and remodels.
- Deploy AI tools across pharmacy, gas and other ancillary businesses.
- Expand personalization and digital wallet capabilities across web and mobile platforms.
- Grow same-day delivery partnerships and retail media offerings.
- Add Kirkland Signature items while expanding real-estate capacity.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$896.48Previous close
$491Low
$929.45Average
$1,275High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Sep 25, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| BTIG | Buy | Buy | Maintain | Sep 23, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Sep 16, 2026 |
| B of A Securities | Buy | Buy | Maintain | Sep 16, 2026 |
| Freedom Broker | Buy | Hold | Upgrade | Sep 8, 2026 |
| DA Davidson | Neutral | Neutral | Maintain | Sep 3, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jul 9, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jun 3, 2026 |
| Truist Securities | Hold | Hold | Maintain | May 29, 2026 |
| UBS | Buy | Buy | Maintain | May 20, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Apr 9, 2026 |
| Telsey Advisory Group | Outperform | Outperform | Maintain | Apr 9, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Mar 6, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Feb 10, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Feb 3, 2026 |
| Northcoast Research | Buy | Neutral | Upgrade | Dec 24, 2025 |
| Roth Capital | Sell | Neutral | Downgrade | Dec 15, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Dec 12, 2025 |
| Bernstein | Outperform | Outperform | Maintain | Dec 12, 2025 |
| Baird | Outperform | Outperform | Maintain | Dec 12, 2025 |
| Citigroup | Neutral | Neutral | Maintain | Sep 29, 2025 |
| Argus Research | Buy | Buy | Maintain | Sep 29, 2025 |
| Morgan Stanley | Overweight | Overweight | Maintain | May 30, 2025 |
| Loop Capital | Buy | Buy | Maintain | May 30, 2025 |
| Stifel | Buy | Buy | Maintain | Mar 20, 2025 |
| Barclays | Equal Weight | Equal Weight | Maintain | Mar 10, 2025 |
| Raymond James | Market Perform | Market Perform | Maintain | Dec 16, 2024 |
| Roth MKM | Neutral | Neutral | Maintain | Dec 13, 2024 |
| Deutsche Bank | Buy | Buy | Maintain | Dec 13, 2024 |
| Jefferies | Buy | Buy | Maintain | Dec 5, 2024 |
| Tigress Financial | Buy | Buy | Maintain | Oct 17, 2024 |
| Redburn Atlantic | Neutral | Buy | Downgrade | Sep 10, 2024 |
| Gordon Haskett | Buy | Accumulate | Maintain | Aug 8, 2024 |
| William Blair | Outperform | Outperform | Maintain | Apr 13, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Jan 23, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | May 27, 2022 |
| R5 Capital | Hold | Buy | Downgrade | Dec 13, 2021 |
| MKM Partners | Neutral | Neutral | Maintain | Dec 8, 2021 |
| RBC Capital | Outperform | Outperform | Maintain | May 28, 2021 |
| Atlantic Equities | Overweight | Overweight | Maintain | Jul 13, 2020 |
| Nomura | Neutral | Neutral | Maintain | Mar 6, 2020 |
| Bank of America | Buy | Buy | Maintain | Oct 4, 2019 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jul 11, 2019 |
| Citi | Neutral | Neutral | Maintain | May 31, 2019 |
| Argus | Buy | Buy | Maintain | May 30, 2018 |
| Moffett Nathanson | Buy | Buy | Maintain | Dec 4, 2017 |
| Susquehanna | Outperform | Positive | Maintain | Feb 10, 2017 |
| Edward Jones | Buy | Hold | Upgrade | Nov 9, 2016 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Apr 29, 2016 |
| Cleveland Research | Neutral | Buy | Downgrade | Feb 26, 2016 |
| Sterne Agee CRT | Buy | Buy | Maintain | Oct 2, 2015 |
| Sterne Agee | Buy | Buy | Maintain | Oct 2, 2015 |
| Macquarie | Neutral | Neutral | Maintain | Jun 9, 2015 |
| Janney Montgomery Scott | Neutral | Buy | Downgrade | Dec 12, 2014 |
| Janney Capital | Neutral | Buy | Downgrade | Dec 12, 2014 |
| Williams Capital | Outperform | Outperform | Maintain | Jul 24, 2013 |
| PiperJaffray | Overweight | Overweight | Maintain | Mar 6, 2013 |
| Piper Sandler | Overweight | Overweight | Maintain | Mar 6, 2013 |
| McAdams Wright Ragen | Hold | Hold | Maintain | Dec 13, 2012 |
| ISI Group | Buy | Hold | Upgrade | May 10, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $896.48. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Deutsche Bank | Krisztina Katai | $1,091 | $922.96 | +21.7% | Sep 4, 2026 |
| Bernstein | Analyst unavailable | $1,144 | $925.41 | +27.6% | Sep 4, 2026 |
| Deutsche Bank | Krisztina Katai | $1,120 | $946.96 | +24.9% | Aug 6, 2026 |
| RBC Capital | Steven Shemesh | $1,000 | $916.25 | +11.5% | Jul 13, 2026 |
| Mizuho Securities | David Bellinger | $1,100 | $956.32 | +22.7% | Jun 1, 2026 |
| Truist Financial | Analyst unavailable | $1,011 | $946.74 | +12.8% | May 29, 2026 |
| UBS | Analyst unavailable | $1,275 | $1,083.01 | +42.2% | May 20, 2026 |
| Oppenheimer | Rupesh Parikh | $1,160 | $1,076.47 | +29.4% | May 19, 2026 |
| Bernstein | Analyst unavailable | $1,192 | $999.47 | +33.0% | May 12, 2026 |
| Deutsche Bank | Analyst unavailable | $1,106 | $998.89 | +23.4% | May 7, 2026 |
| Telsey Advisory | Analyst unavailable | $1,135 | $1,032.03 | +26.6% | Apr 9, 2026 |
| Deutsche Bank | Krisztina Katai | $1,104 | $1,032.03 | +23.1% | Apr 9, 2026 |
| Wells Fargo | Analyst unavailable | $1,000 | $1,032.03 | +11.5% | Apr 9, 2026 |
| Raymond James | Bobby Griffin | $1,100 | $997.28 | +22.7% | Mar 6, 2026 |
| UBS | Analyst unavailable | $1,175 | $987.68 | +31.1% | Mar 6, 2026 |
| Jefferies | Corey Tarlowe | $1,050 | $982.57 | +17.1% | Mar 5, 2026 |
| Evercore ISI | Greg Melich | $1,100 | $1,010.79 | +22.7% | Mar 2, 2026 |
| Evercore ISI | Greg Melich | $1,050 | $987.09 | +17.1% | Feb 10, 2026 |
| Bernstein | Zhihan Ma | $1,155 | $1,001.16 | +28.8% | Feb 9, 2026 |
| Oppenheimer | Analyst unavailable | $1,100 | $997.7 | +22.7% | Feb 5, 2026 |
| Wells Fargo | Analyst unavailable | $950 | $978.35 | +6.0% | Feb 5, 2026 |
| Robert W. Baird | Analyst unavailable | $1,100 | $978.35 | +22.7% | Feb 5, 2026 |
| Mizuho Securities | Analyst unavailable | $1,065 | $968.36 | +18.8% | Feb 3, 2026 |
| Deutsche Bank | Krisztina Katai | $1,044 | $927.4 | +16.5% | Jan 8, 2026 |
| Mizuho Securities | Analyst unavailable | $1,000 | $854.5 | +11.5% | Jan 5, 2026 |
| Northcoast Research | Analyst unavailable | $1,100 | $854.79 | +22.7% | Dec 24, 2025 |
| Wells Fargo | Edward Kelly | $900 | $857.59 | +0.4% | Dec 19, 2025 |
| Roth Capital | Analyst unavailable | $769 | $884.49 | -14.2% | Dec 15, 2025 |
| Truist Financial | Scot Ciccarelli | $926 | $867.89 | +3.3% | Dec 12, 2025 |
| Robert W. Baird | Analyst unavailable | $1,000 | $884.46 | +11.5% | Dec 12, 2025 |
| Goldman Sachs | Analyst unavailable | $1,171 | $884.46 | +30.6% | Dec 12, 2025 |
| Bernstein | Analyst unavailable | $1,146 | $884.46 | +27.8% | Dec 12, 2025 |
| BTIG | Analyst unavailable | $1,115 | $946.51 | +24.4% | Oct 14, 2025 |
| Mizuho Securities | David Bellinger | $950 | $914.8 | +6.0% | Oct 9, 2025 |
| Truist Financial | Analyst unavailable | $1,033 | $926.04 | +15.2% | Sep 26, 2025 |
| Evercore ISI | Analyst unavailable | $1,025 | $943.31 | +14.3% | Sep 26, 2025 |
| D.A. Davidson | Analyst unavailable | $1,000 | $943.31 | +11.5% | Sep 26, 2025 |
| Roth Capital | William Kirk | $907 | $943.31 | +1.2% | Sep 26, 2025 |
| Morgan Stanley | Analyst unavailable | $1,130 | $918.65 | +26.0% | Sep 26, 2025 |
| Bernstein | Analyst unavailable | $1,140 | $917.11 | +27.2% | Sep 26, 2025 |
| Telsey Advisory | Joseph Feldman | $1,100 | $1,003.82 | +22.7% | May 29, 2025 |
| Loop Capital Markets | Analyst unavailable | $1,135 | $964.31 | +26.6% | Mar 7, 2025 |
| Stifel Nicolaus | Mark Astrachan | $1,000 | $986.06 | +11.5% | Dec 5, 2024 |
| Tigress Financial | Joseph Feldman | $1,065 | $888.17 | +18.8% | Oct 17, 2024 |
| Bank of America Securities | Robert Ohmes | $972 | $885.62 | +8.4% | Sep 27, 2024 |
| BMO Capital | Kelly Bania | $980 | $879.9 | +9.3% | Sep 27, 2024 |
| Telsey Advisory | Joseph Feldman | $1,000 | $901.44 | +11.5% | Sep 27, 2024 |
| Stifel Nicolaus | Mark Astrachan | $925 | $901.44 | +3.2% | Sep 27, 2024 |
| Loop Capital Markets | Laura Champine | $1,005 | $901.44 | +12.1% | Sep 27, 2024 |
| D.A. Davidson | Michael Baker | $880 | $885.62 | -1.8% | Sep 27, 2024 |
| Goldman Sachs | Kate McShane | $995 | $885.62 | +11.0% | Sep 27, 2024 |
| Barclays | Seth Sigman | $850 | $901.44 | -5.2% | Sep 27, 2024 |
| Citigroup | Paul Lejuez | $800 | $885.62 | -10.8% | Sep 27, 2024 |
| Morgan Stanley | Simeon Gutman | $950 | $876.68 | +6.0% | Sep 9, 2024 |
| Loop Capital Markets | Laura Champine | $975 | $885.98 | +8.8% | Sep 6, 2024 |
| Oppenheimer | Rupesh Parikh | $955 | $885.98 | +6.5% | Sep 6, 2024 |
| Robert W. Baird | Peter Benedict | $975 | $885.98 | +8.8% | Sep 6, 2024 |
| Stifel Nicolaus | Mark Astrachan | $915 | $885.98 | +2.1% | Sep 6, 2024 |
| Oppenheimer | Rupesh Parikh | $925 | $908.47 | +3.2% | Aug 27, 2024 |
| Stifel Nicolaus | Mark Astrachan | $950 | $846.59 | +6.0% | Jul 11, 2024 |
| Morgan Stanley | Simeon Gutman | $855 | $884.31 | -4.6% | Jul 11, 2024 |
| Tigress Financial | Ivan Feinseth | $975 | $852.47 | +8.8% | Jun 25, 2024 |
| Loop Capital Markets | Laura Champine | $940 | $845.96 | +4.9% | Jun 14, 2024 |
| Deutsche Bank | Krisztina Katai | $925 | $847.16 | +3.2% | Jun 6, 2024 |
| Oppenheimer | Rupesh Parikh | $905 | $834.3 | +1.0% | Jun 6, 2024 |
| Telsey Advisory | Joseph Feldman | $580 | $834.3 | -35.3% | Jun 6, 2024 |
| Loop Capital Markets | Laura Champine | $890 | $809.89 | -0.7% | Jun 3, 2024 |
| Telsey Advisory | Joseph Feldman | $850 | $809.89 | -5.2% | Jun 3, 2024 |
| CFRA | Arun Sundaram | $846 | $809.89 | -5.6% | May 31, 2024 |
| Oppenheimer | Rupesh Parikh | $850 | $809.89 | -5.2% | May 31, 2024 |
| Roth Capital | William Kirk | $676 | $815.34 | -24.6% | May 31, 2024 |
| BMO Capital | Kelly Bania | $875 | $815.34 | -2.4% | May 31, 2024 |
| Truist Financial | Scot Ciccarelli | $873 | $815.34 | -2.6% | May 31, 2024 |
| D.A. Davidson | Michael Baker | $780 | $815.34 | -13.0% | May 31, 2024 |
| Argus Research | Christopher Graja | $900 | $809.73 | +0.4% | May 28, 2024 |
| Loop Capital Markets | Laura Champine | $840 | $763.41 | -6.3% | May 9, 2024 |
| Roth Capital | William Kirk | $650 | $722.58 | -27.5% | Apr 11, 2024 |
| Jefferies | Corey Tarlowe | $860 | $722.58 | -4.1% | Apr 11, 2024 |
| Loop Capital Markets | Laura Champine | $820 | $722.58 | -8.5% | Apr 11, 2024 |
| Gordon Haskett Capital Corporation | Chuck Grom | $775 | $711.3 | -13.6% | Apr 3, 2024 |
| Telsey Advisory | Joseph Feldman | $800 | $725.56 | -10.8% | Mar 8, 2024 |
| Oppenheimer | Rupesh Parikh | $805 | $769.96 | -10.2% | Mar 6, 2024 |
| Raymond James | Bobby Griffin | $670 | $659.41 | -25.3% | Dec 15, 2023 |
| Stifel Nicolaus | Mark Astrachan | $615 | $632.52 | -31.4% | Dec 14, 2023 |
| J.P. Morgan | Christopher Horvers | $605 | $589.08 | -32.5% | Nov 24, 2023 |
| Telsey Advisory | Joseph Feldman | $575 | $563 | -35.9% | Sep 27, 2023 |
| UBS | Michael Lasser | $640 | $556.18 | -28.6% | Sep 26, 2023 |
| Truist Financial | Scot Ciccarelli | $568 | $481.35 | -36.6% | May 25, 2023 |
| Oppenheimer | Rupesh Parikh | $550 | $470.05 | -38.6% | Mar 3, 2023 |
| Robert W. Baird | Peter Benedict | $535 | $485.69 | -40.3% | Mar 2, 2023 |
| Telsey Advisory | Joseph Feldman | $595 | $484.6 | -33.6% | Dec 9, 2022 |
| Jefferies | Corey Tarlowe | $610 | $466.4 | -32.0% | Sep 23, 2022 |
| Robert W. Baird | Peter Benedict | $575 | $522.1 | -35.9% | Aug 31, 2022 |
| Deutsche Bank | Krisztina Katai | $579 | $494.98 | -35.4% | Jul 14, 2022 |
| Atlantic Equities | Daniela Nedialkova | $615 | $477.26 | -31.4% | Jun 9, 2022 |
| Robert W. Baird | Peter Benedict | $560 | $465.91 | -37.5% | May 27, 2022 |
| Evercore ISI | Greg Melich | $540 | $470.76 | -39.8% | May 27, 2022 |
| Stifel Nicolaus | Mark Astrachan | $565 | $507.86 | -37.0% | May 6, 2022 |
| Evercore ISI | Greg Melich | $600 | $544.43 | -33.1% | May 5, 2022 |
| Evercore ISI | Greg Melich | $610 | $584.67 | -32.0% | Apr 11, 2022 |
| Deutsche Bank | Krisztina Katai | $527 | $584.79 | -41.2% | Apr 6, 2022 |
| Jefferies | Stephanie Wissink | $670 | $584.79 | -25.3% | Apr 6, 2022 |
| Oppenheimer | Rupesh Parikh | $620 | $575.57 | -30.8% | Apr 3, 2022 |
| Truist Financial | Scot Ciccarelli | $603 | $561.35 | -32.7% | Mar 19, 2022 |
| Oppenheimer | Rupesh Parikh | $580 | $543.39 | -35.3% | Mar 16, 2022 |
| Deutsche Bank | Paul Trussell | $491 | $525.95 | -45.2% | Mar 14, 2022 |
| BMO Capital | Kelly Bania | $580 | $525.5 | -35.3% | Mar 4, 2022 |
| Credit Suisse | Robert Moskow | $570 | $525.5 | -36.4% | Mar 4, 2022 |
| Telsey Advisory | Joe Feldman | $615 | $525.5 | -31.4% | Mar 4, 2022 |
| Cowen & Co. | Oliver Chen | $650 | $528.83 | -27.5% | Feb 9, 2022 |
| Morgan Stanley | Simeon Gutman | $560 | $515.89 | -37.5% | Feb 7, 2022 |
| Wells Fargo | Edward Kelly | $600 | $515.89 | -33.1% | Feb 7, 2022 |
| Robert W. Baird | Peter Benedict | $600 | $519.77 | -33.1% | Feb 6, 2022 |
| Citigroup | Paul Lejuez | $530 | $491.68 | -40.9% | Jan 28, 2022 |
| Truist Financial | Scot Ciccarelli | $606 | $502.99 | -32.4% | Jan 17, 2022 |
| Argus Research | Chris Graja | $610 | $544.51 | -32.0% | Dec 14, 2021 |
| R5 Capital | Scott Mushkin | $561 | $556.38 | -37.4% | Dec 13, 2021 |
| MKM Partners | William Kirk | $509 | $556.38 | -43.2% | Dec 13, 2021 |
| Bank of America Securities | Robert Ohmes | $595 | $556.38 | -33.6% | Dec 13, 2021 |
| Stifel Nicolaus | Mark Astrachan | $555 | $557.97 | -38.1% | Dec 10, 2021 |
| UBS | Michael Lasser | $600 | $557.97 | -33.1% | Dec 10, 2021 |
| Gordon Haskett Capital Corporation | Charles Grom | $575 | $511.4 | -35.9% | Nov 11, 2021 |
| D.A. Davidson | Michael Baker | $423 | $451.45 | -52.8% | Oct 7, 2021 |
| Tigress Financial | Ivan Feinseth | $520 | $450.38 | -42.0% | Sep 29, 2021 |
Track every rating change on COST the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationCostco Wholesale Corporation, alongside its group entities, operates membership-based retail warehouses across a broad international scope, spanning the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, South Korea, Australia, Spain, France, Iceland, China, and Taiwan. These outlets provide customers with an extensive array of both well-known branded and proprietary private-label products. Their vast inventory includes household staples, shelf-stable groceries, confectionery, chilled and frozen items, alcoholic beverages, tobacco, and deli selections. Furthermore, the stores stock major appliances, consumer electronics, health and beauty aids, hardware, garden and patio furniture, sporting goods, vehicle tires, toys, seasonal merchandise, office supplies, automotive maintenance products, postage services, event tickets, apparel, small kitchen appliances, home furnishings, domestic textiles, kitchenware, custom-order kiosks, and fine jewelry.…
Historical context
All COST earningsConsumer Defensive peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| GIS General Mills, Inc. | FY2027 Q1 · Calendar Q3 2026 | +4.6% | +1.0% | General Mills leans on mix, innovation and e-commerce amid pressure |
| KR The Kroger Co. | FY2026 Q2 · Calendar Q3 2026 | +2.8% | +2.7% | Kroger: Strong digital growth offsets softer sales outlook |
| CPB Campbell Soup Company | FY2026 Q4 · Calendar Q3 2026 | +1.1% | -7.0% | Campbell’s leans on savings and innovation amid pressured demand |
| BF-A Brown-Forman Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | — | Brown-Forman holds FY27 outlook as RTD innovation offsets barrel pressure |
| BF-B Brown-Forman Corporation | FY2027 Q1 · Calendar Q3 2026 | 0.0% | — | Brown-Forman maintains FY27 outlook as innovation offsets pressure |
| DG Dollar General Corporation | FY2027 Q2 · Calendar Q3 2026 | +23.4% | +2.5% | Dollar General Raises FY2026 Outlook After Strong Q2 |
Latest beats and misses
Who reports nextBeat on EPS
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
Get the COST recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-25T06:30:59.253510+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-25T06:30:59.250053+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-25. For educational purposes only; not investment advice.