
Ross' Rough Patch: Discounted Prices Higher Anxiety?
Well hello there! Bill Gates here and let's talk about Ross Stores. Down 11%? Ouch. Looks like their full year guidance took a nosedive faster than Windows ME. They're blaming tariffs. Reminds me of the antitrust days—always *someone* else's fault right? But seriously if elevated tariffs are hitting them this hard maybe they need a better supply chain strategy. Or you know start coding their own retail software. I hear there's this new tech startup in Seattle that might be able to help.
AutoDesk Ascends: Software Soars After Hours
Now here's a company doing things right. AutoDesk up 2%! See investing in software isn't just my thing; it's clearly a smart move for everyone. Higher than expected outlooks – that's the kind of 'blue screen' I like to see. Maybe they're using some cutting edge AI. I’d love to get a peek under the hood… or you know just buy them. But I digress.
Intuit's Intuition: Tax Software Triumph
Intuit the tax software company is forecasting a rosy outlook for the full year! Apparently people love paying taxes... or at least having a program do it for them. Up 8%! Not bad not bad at all. They should rename their software 'Certainty' because paying taxes is one of only two things that are certain in life... and I'm not talking about death. I'm talking about needing to upgrade your operating system every few years. I'd say they had a fiscal third quarter that went 'beyond infinity'!
Workday Woes: Human Resources Inhuman Market?
Workday on the other hand pulled back 6%. Subscription revenue matching estimates isn't exactly setting the world on fire is it? Maybe they need to find a way to make HR software *fun*. Though let's be honest that's a tall order. It's like trying to make a paperclip assistant that *isn't* annoying. Remember Clippy?
StepStone Steps Up: Private Market Power Play
StepStone Group surging 13%? Now we're talking! Assets under management way up. Private markets must be where the real party's at. Makes me think maybe I should diversify my portfolio a bit more... you know beyond just funding global health initiatives and eradicating polio. Although let's be real that's a pretty solid investment in humanity's future.
Deckers Decked: Ugg Boots Under Pressure?
And finally Deckers the Ugg boot people sliding 14%. Citing 'macroeconomic uncertainty' is the new 'dog ate my homework,' isn't it? No full year guidance? Sounds like they're walking on thin ice... or maybe just very fluffy sheepskin. Still better to keep your head down and focus on the fundamentals. After all even the warmest boots can't protect you from a cold market. On the bright side at least people's feet will be cozy during the next recession.
echostrider866
Software is the future. Glad to see AutoDesk leading the charge.