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Stock Markets April 27, 2026 04:37 PM

After-Hours Movers: Mixed Earnings Drive Big Swings in SANM, BBBY, LC, RMBS, NUE, SEI

Quarterly results and guidance moves trigger notable after-hours gains and losses across manufacturing, retail, fintech, semiconductors, steel and energy infrastructure names

By Ajmal Hussain SANM BBBY LC RMBS NUE
After-Hours Movers: Mixed Earnings Drive Big Swings in SANM, BBBY, LC, RMBS, NUE, SEI
SANM BBBY LC RMBS NUE

A cluster of corporate earnings reports released after the market close produced pronounced moves in several stocks. Sanmina, Bed Bath & Beyond, LendingClub, Nucor and Solaris Energy Infrastructure all rose after beating estimates or showing stronger performance, while Rambus declined following an earnings and revenue shortfall.

Key Points

  • Sanmina posted a sizable beat on both EPS and revenue, reporting Q2 EPS of $3.16 versus $2.40 expected and revenue of $4.01 billion versus $3.29 billion expected - impacting the electronics manufacturing services sector.
  • Bed Bath & Beyond reported its first revenue increase in 19 quarters, triggering a 25% jump in the retailer's stock and signaling a potential shift in its top-line trajectory in the retail sector.
  • LendingClub, Nucor and Solaris Energy Infrastructure all beat revenue or EPS estimates and saw after-hours gains; conversely, Rambus missed on both EPS and revenue and moved lower, affecting the fintech, steel, energy infrastructure, and semiconductor sectors respectively.

After the bell, a set of corporate earnings reports drove meaningful stock movements as investors reacted to beats, misses and updated guidance.

Sanmina (SANM) climbed 14% after posting quarterly results that exceeded analyst expectations and offering upbeat guidance. The company reported second-quarter earnings per share of $3.16, topping the consensus estimate of $2.40 by $0.76. Sanmina also recorded revenue of $4.01 billion for the quarter compared with the analyst consensus of $3.29 billion.

Bed Bath & Beyond (BBBY) jumped 25% after disclosing its first quarter of revenue growth in 19 quarters, a positive signal for the struggling retailer.

LendingClub (LC) rose 14% following a quarterly release that slightly outperformed Street expectations. LendingClub reported first-quarter EPS of $0.44, $0.08 ahead of the $0.36 consensus. Revenue for the period was $252.3 million versus the consensus estimate of $251.11 million.

Rambus (RMBS) fell 7% after reporting results that missed estimates. Rambus posted first-quarter EPS of $0.63, a penny below the analysts' forecast of $0.64. Revenue for the quarter came in at $180 million, short of the consensus estimate of $189.71 million.

Nucor (NUE) gained 6% after surpassing expectations for the quarter. The steelmaker reported first-quarter EPS of $3.23, $0.41 higher than the $2.82 analysts' estimate. Revenue was $9.5 billion, above the consensus figure of $8.88 billion.

Solaris Energy Infrastructure (SEI) advanced 11% after beating estimates and raising guidance. The company reported quarterly revenue of $196 million compared with the consensus estimate of $182.66 million.

These after-hours moves reflect a mix of strong beats and notable misses across multiple sectors, including electronics manufacturing services, brick-and-mortar retail, fintech lending platforms, semiconductor technology, commodity steel production, and midstream energy infrastructure.

Market participants will likely watch follow-up commentary and any refreshed guidance for confirmation of trends implied by these results.

Risks

  • Rambus reported weaker-than-expected revenue and slightly missed EPS, introducing downside risk for semiconductor-related exposure given its shortfall on both measures.
  • Bed Bath & Beyond's move was tied to a single-quarter revenue improvement - the retailer's prior long stretch without growth (19 quarters) suggests uncertainty about whether the gain represents a durable recovery or a shorter-term change.
  • While several companies beat consensus estimates, the magnitude of beats varies; small margins of outperformance (for example LendingClub's $1.19 million revenue excess relative to consensus) may limit the degree to which results translate into sustained share-price strength.

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