Stocks across multiple sectors moved in after-hours trading following quarterly results, strategic decisions and product-timing confirmations from a set of widely followed companies.
Workday (WDAY) climbed 6% after reporting fiscal first-quarter results that exceeded analyst expectations. The enterprise software company posted EPS of $2.66 on revenues of $2.54 billion. Management also updated its fiscal 2027 outlook, raising the companys adjusted operating margin projection to 30.5% while reiterating a subscription revenue target of $9.93 billion to $9.95 billion.
Apparel retailer Ross Stores (ROST) jumped 9% after a strong fiscal first quarter. The company reported EPS of $2.02, beating estimates by $0.31, and generated revenues of $6 billion. On the back of the quarters momentum, Ross raised its full-year EPS guidance to a range of $7.50 to $7.74 and provided a positive outlook for the second quarter.
Est e9e Lauder (EL) shares surged 15% following an announcement that the company has ended all merger and business combination talks with Puig. With the discussions concluded, the cosmetics company said it will continue independently, expressing confidence in its existing standalone strategy, called "Beauty Reimagined."
Deckers Brands (DECK) saw shares rise 4% after reporting fourth-quarter results that outpaced estimates. The company posted EPS of $0.96 on revenue of $1.12 billion. Management supplemented the quarter with an upbeat fiscal 2027 outlook, forecasting revenue and EPS slightly above Wall Street expectations.
Take-Two Interactive Software (TTWO) was up 8% after the publisher confirmed a release date for its highly anticipated Grand Theft Auto VI, setting the launch for November 19. The market reaction to the launch confirmation outweighed mixed fourth-quarter financials; however, Take-Twos initial fiscal 2027 net bookings guidance of $8.00 billion to $8.20 billion came in well below the $9.11 billion consensus estimate.
Zoom Video Communications (ZM) rose 4% after delivering a clean first-quarter performance. The company reported EPS of $1.55 and revenue of $1.24 billion, both ahead of expectations. Zoom also raised its full-year 2027 forecast, guiding revenue and profitability above consensus estimates.
Webull Corp (BULL) ticked up 2% after-hours despite a softer quarterly report. The digital brokerage reported Q1 EPS of $0.03 and revenues of $159.93 million, missing Wall Street expectations on both measures.
Sector implications - The after-hours moves touched multiple areas of the market: enterprise software and cloud subscription economics for Workday; off-price retail sales and consumer discretionary demand for Ross Stores; luxury and beauty strategy for Est e9e Lauder; performance footwear and outdoor apparel for Deckers; interactive entertainment and content-timing effects for Take-Two; enterprise communications for Zoom; and digital brokerage results for Webull.
What to watch next - Market participants will likely follow how the raised outlooks from Workday and Zoom translate into full-year results, whether Rosss stronger guidance holds through the shopping seasons, and how Take-Twos bookings guidance evolves relative to the confirmed product launch.