Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Tuesday, September 8, 2026 — the Triple Check on that evening's after-hours reports.

You're viewing an archived report from Tuesday, September 8, 2026. Jump to the latest →

Beats all around, but Wall Street punished every soft guide -- three of four after-hours reporters sold off despite topping estimates — None of the four notable after-hours reports (GameStop, Casey's, ServiceTitan, Braze) were on the watchlist, but it was a busy, telling night: every company beat EPS and revenue, yet only GameStop's raise was enough to hold gains -- Casey's, ServiceTitan, and Braze all sold off hard on cautious forward commentary even after strong quarters.

Reports covered

4 companies reviewed.

GME

Strong Beat

EPS vs. Consensus

$0.27 actual vs $0.19 consensus (+42%)

Revenue vs. Consensus

$790.2M actual vs $756.85M consensus (+4.4%), though down ~18.7% YoY on hardware decline

Forward Guidance

Raised FY26 adjusted EBITDA outlook to 'in excess of $650M' from prior 'more than $600M', citing collectibles strength

Price Reaction

+1.1% modest move, muted despite the beat-and-raise since core hardware/software revenue kept shrinking

Collectibles (trading cards, pop culture merch) surged 57% to 45% of revenue and drove gross margin from the low-30s into the 40s, more than offsetting a steep decline in legacy video game and pre-owned sales; record Q2 operating income and a guidance raise justify a Strong Beat, but the muted after-hours reaction shows investors still discounting the shrinking core retail business.

CASY

Beat

EPS vs. Consensus

$7.37 actual vs $6.81 consensus (+8.2%)

Revenue vs. Consensus

$5.68B actual vs ~$5.57B consensus (+2%), up 24% YoY

Forward Guidance

Reiterated FY2027 outlook (same-store sales +2-5%, EBITDA growth +8-10%) rather than raising it

Price Reaction

-10.1% after hours despite the headline beat

Fuel margin expansion (47.8c/gal vs 41.0c/gal a year ago) drove the profit beat and both EPS and revenue topped consensus, but management held guidance steady rather than raising it and same-store sales trends were softer than hoped, so a stock that had run up into the print sold off hard on the lack of upside to the outlook.

TTAN

In-Line / Soft Beat

EPS vs. Consensus

Adj. EPS $0.40 vs $0.35 consensus (+14%); GAAP loss -$0.26 vs -$0.25 expected

Revenue vs. Consensus

$292.8M actual vs $285.9M consensus (+2.4%), up 21% YoY

Forward Guidance

Guided Q3 revenue to $285-287M, below the $293.6M analysts expected, on softer lead-volume trends and a pivot toward its AI-powered Max product over broader trade expansion

Price Reaction

-7.2% in regular trading ahead of the print, then another -20% after hours to $65.30

Both adjusted EPS and revenue beat consensus, but a lowered near-term revenue guide plus decelerating gross transaction volume growth (17%) signaled the core trades business is cooling as the company reallocates investment toward AI -- a beat-the-quarter, cut-the-outlook pattern that reads as a soft beat despite the severity of the selloff.

BRZE

In-Line / Soft Beat

EPS vs. Consensus

$0.19 actual vs $0.15 consensus (+27%)

Revenue vs. Consensus

$227.2M actual vs $220.2M consensus (+3.2%), up 26% YoY

Forward Guidance

Raised full-year revenue guidance to $910-913M (~23% growth), but Q3 adjusted EPS guide of $0.13-0.14 came in below the $0.16 consensus, pointing to near-term margin pressure

Price Reaction

-5.2% in regular trading, then another -12.1% after hours to $26.64

Full-year revenue guidance was actually raised, which would normally put this in Beat/Strong-Beat territory, but the weaker-than-expected Q3 profitability guide overshadowed the top-line beat and raise, driving a sharp selloff -- classifying as a soft beat since the piece of guidance that matters most for the next quarter's results was cut.

What this is (and isn't)

A fourth, independent lens — this one on the companies that just reported (or are about to), not the tape itself.

Every weekday evening around 7:30 PM ET, a separate job checks which notable companies (our own maintained watchlist, plus other market-moving names when relevant) reported earnings after that day's close, and runs each through a "Triple Check": actual EPS and revenue against Wall Street consensus, and — the part that drives most of the actual price reaction — forward guidance. On Fridays, a same-day recap is low-value heading into a weekend with no trading day right after, so that run instead previews which notable companies are scheduled to report the following week.

This job never places trades — it has no access to cash, holdings, or the trade ledger
Ideas here are commentary, not positions in the paper portfolio
It's fine, and common, for a quiet night (or week) to produce nothing to report

How reports are graded

The same rubric applied to every company reviewed.

Grade	Criteria	Typical reaction
Strong Beat	Beat EPS & revenue, raised guidance	Sharp gap up (+5% to +15%+)
Beat	Beat EPS & revenue, guidance unchanged	Moderate pop, can get sold off
In-Line / Soft Beat	EPS beat (often via cost-cutting), revenue missed or guidance lowered	Mixed to negative
Miss	Missed EPS or revenue, weak guidance	Sharp gap down (-5% to -20%+)

Timing

Weekday evenings run the recap above; Fridays run the week-ahead preview instead.

4:00 PM ET

The market closes. Most companies that report today do so shortly after this, in the after-hours session.

~7:30 PM ET

This job fires — enough time for the initial post-earnings price reaction and analyst commentary to develop — and this page updates.

Last night's earnings

Reports covered

What this is (and isn't)

How reports are graded

Timing

Archive