#guidancecut

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We Covered the Spread

Finally had time to read the Q3 earnings report after spending 12 hours a day in Walmarts trying to improve first time pick rate and donating what’s left of my lower back to retail.

Beat revenue. Beat EPS. International is rolling, snacks are improving, and Gatorade is doing its part.

Then we lowered the full year outlook because apparently commodities didn’t get the memo.

Basically, we covered the spread in Q3, hammered the under on the rest of the year, and my lower back has entered the transfer portal.


FIS SHAREHOLDER INVESTIGATION: SueWallSt Notifies Investors of Potential Securities Claims Involving Fidelity National Information Services

FIS lowered its fiscal 2026 outlook on November 4, 2026, setting revenue guidance as much as $210 million below Wall Street expectations, about eight months after its CFO cited a "high degree of visibility." FIS shareholders who lost money may have the right to seek recovery.

NEW YORK, Nov. 5, 2026 /PRNewswire/ -- Fidelity National Information Services, Inc. (NYSE: FIS) shares fell after the Company set fiscal 2026 revenue guidance of $13.45 billion to $13.51 billion, which is $150 million to $210 million below the roughly $13.66 billion analysts expected. If you lost money on FIS stock, you may have the right to seek recovery, and those rights can be subject to time limits. Shareholders who suffered losses are encouraged to submit their FIS loss information for review . You may also contact Joseph E. Levi, Esq. via email at jlevi@SueWallSt.com or by telephone at (888) SueWallSt.

On February 24, 2026, during the Company's fourth-quarter 2025 earnings call, CFO James Kehoe said: "Altogether, we have a high degree of visibility, 70% of the cost savings have already been actioned and a majority of the improved product mix was already sold in 2025." Approximately eight months later, on November 4, 2026, FIS lowered both its full-year revenue and adjusted EPS outlook, reducing its adjusted EPS guidance to $5.82–$5.89 from its previous range of $6.15–$6.24.

SueWallSt notifies investors of a pending investigation into potential securities law violations on behalf of FIS shareholders. Investors who already sold their shares at a loss may still be eligible. There is no cost to have your losses reviewed.

https://www.prnewswire.com/news-releases/fis-shareholder-investigation-suewallst-notifies-investors-of-potential-securities-claims-involving-fidelity-national-information-services-302930334.html


Striiike Two -- down > 10% today

more bad guidance.

I keep hearing ... "how we have always done it".
Nobody remembers how that ended up .. furloughs and layoffs.
call me soon-to-be-unemployed in arizona.

remember when they were saying aerospace was running for 250 just a few months ago?


SAP Doomsday? Stock in freefall!!

SAP is in freefall because investors are reacting to weaker-than-expected cloud backlog growth and a softer 2026 cloud outlook, which raised fears that near-term growth is slowing. The selloff was also amplified by analyst downgrades/target cuts after SAP’s recent results. Is this doomsday for SAP?