Stock Movers Coca-Cola Earnings; CVS Affirms 2026 Guidance; Spotify Shares Climb
Feb 10, 2026
Coverage of Coca-Cola’s quarterly results and its updated growth and cash flow outlook. Discussion of CVS holding its 2026 guidance after beating quarterly sales and profit. Report on Spotify’s strong user additions and the stock reaction to better-than-expected metrics.
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Coca‑Cola Beat Now But Guidance Softens
- Coca-Cola beat Q4 EPS but guided slightly below Street expectations for 2026 organic revenue growth.
- Shares fell as investors reacted to softer forward guidance and a $12 billion adjusted free cash flow estimate.
CVS Holds Guidance Despite Beat
- CVS beat Q4 sales and profit but held 2026 guidance steady, which disappointed investors expecting an upgrade.
- Management flagged a drop in cash flow expectations to $9 billion due to earlier-than-expected payments this year.
Spotify Surpasses User Forecasts
- Spotify reported a record 38 million MAU additions and 9 million subscriber net adds, beating guidance and lifting its shares.
- The recent U.S. subscription price increase and a strong forecast for MAUs and profits drove positive market reaction.