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Casey's General Stores reported second-quarter earnings that beat analyst estimates and issued a strong 2026 growth forecast. However, the company's stock fell 1.5% in after-hours trading, suggesting the positive news was already priced in by investors.
Barclays lowered its price target for Primo Water to $24 from $25, citing concerns over the 2026 performance of its direct delivery business. The downgrade reflects industry-wide pressures and shifting consumer habits that favor hyper-efficient competitors.
ePlus (PLUS) stock rallied after the company reported strong quarterly earnings and raised its fiscal 2026 guidance, citing high demand in AI and cloud solutions. Despite the positive momentum, some analysts express caution, pointing to a high valuation and forecasts of a longer-term revenue slowdown, creating a mixed investment picture.
Casey's General Stores (CASY) exceeded second-quarter revenue and earnings estimates, yet its stock fell 1.5% in after-hours trading. This negative reaction suggests investor concerns about future profit margins amid rising commodity costs are overshadowing strong current performance.