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Stock Markets March 31, 2026

After-hours movers: Nike, RH, nCino and BRC Group See Mixed Reactions to Earnings

Retail names lead declines while cloud software and mortgage services rally after quarterly results

By Priya Menon NKE RH NCNO RILY
After-hours movers: Nike, RH, nCino and BRC Group See Mixed Reactions to Earnings
NKE RH NCNO RILY

After the market close, shares of several companies moved sharply following quarterly reports. Nike slipped despite beating estimates on sales and earnings, RH tumbled after missing consensus expectations, nCino posted results that outperformed forecasts and gained strongly, and BRC Group logged a double-digit revenue increase and rose after reporting quarterly results.

Key Points

  • Nike reported top- and bottom-line beats but shares fell 2.6% after investors noted weakness in global brands revenue.
  • RH missed Q4 estimates on EPS and revenue, with EPS of $1.53 versus an expected $2.22 and revenue of $842.6 million versus an expected $873.48 million, driving a 16% drop in the stock.
  • nCino beat expectations with Q4 EPS of $0.37 and revenue of $149.7 million, shares rose 25%; BRC Group reported Q4 2025 revenues of $278.4 million (up from $178.6 million year-over-year) and climbed 12%.

Several notable after-hours moves followed the release of quarterly results, with investors reacting unevenly across retail, software and mortgage services stocks.

Nike (NKE) fell 2.6% in extended trading even though the company reported sales and earnings that exceeded analyst estimates. Market participants appeared unmoved by the topline and bottom-line beats, with one cited area of weakness being global brands revenue.

RH (RH) was among the most heavily impacted names, plunging 16% after reporting results that missed consensus expectations. The home furnishings retailer posted fourth-quarter earnings per share of $1.53, which was $0.69 below the analysts' estimate of $2.22. Revenue for the quarter totaled $842.6 million, short of the consensus figure of $873.48 million.

In contrast, nCino, Inc. (NCNO) climbed 25% following quarterly results that beat forecasts. The cloud banking software provider reported fourth-quarter EPS of $0.37, outperforming the analysts' estimate of $0.22 by $0.15. Revenue for the quarter amounted to $149.7 million versus the consensus estimate of $147.85 million.

BRC Group (RILY) also moved higher, gaining 12% after beating quarterly estimates. The company reported revenues of $278.4 million in the fourth quarter of 2025, up from $178.6 million in the fourth quarter of 2024.

Below are concise takeaways for market participants tracking sector dynamics and company-level execution:

  • Nike: Beat on sales and earnings but saw a modest share-price decline as investors focused on softness in global brands revenue.
  • RH: Missed on both earnings per share and revenue in Q4, prompting a significant after-hours sell-off.
  • nCino: Delivered EPS and revenue above expectations, a result that coincided with a substantial after-hours rally.
  • BRC Group: Reported year-over-year revenue growth for Q4 2025 and was met with a positive price response.

Investors and analysts monitoring retail, enterprise software and mortgage services will likely parse these results for implications on demand, pricing and execution, though company-specific results and market reaction varied materially across the group.

Note: Additional commentary on model-driven stock-selection services that evaluate NKE and other companies was present in the original report but is not included here beyond acknowledging that some services assess stocks across multiple metrics for idea generation.

Risks

  • Investor sentiment can override beat-or-miss headlines - as demonstrated by Nike's share decline despite beating estimates, a risk for companies in consumer discretionary and retail sectors.
  • Earnings and revenue misses can trigger large negative market moves, highlighted by RH's 16% plunge, underscoring volatility risk in retail and home furnishings stocks.
  • Even positive results can be met with mixed market reaction depending on investor focus and expectations, presenting execution and market-perception risks for enterprise software and mortgage services firms.

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