Benzinga Bulls and Bears: Ross, Moderna, Webull
Key takeaways
- Ross and Webull’s Q2 beats lift guidance and confidence, while Moderna’s profit‑taking and Berkshire’s Alphabet stake shift focus toward tech and retail resilience amid higher yields.
- Ross revenue $6.27 billion (13% YoY)
- Ross EPS $2.66 vs $1.94 consensus
- Ross 2026 guidance $8.61‑$8.77 per share
What happened
Ross Stores posted a double‑beat Q2, reporting $6.27 billion in revenue (up 13% YoY) versus $6.18 billion expected, and earnings of $2.66 per share versus a $1.94 consensus. Webull Corp. also beat on Q2, with revenue of $198.83 million (up 51.2% YoY) against $181.26 million expected and adjusted earnings of 5¢ per share versus 3¢ expected. Moderna (MRNA) saw a 25.69% drop after a 176.97% rally on Phase 3 results for its intismeran autogene cancer vaccine, which met primary and secondary…
Why it matters
The Ross double‑beat lifts its 2026 earnings guidance to $8.61‑$8.77 per share, above the $7.79 consensus, signaling stronger retail traffic and in‑store experience. Webull’s revenue surge and higher trading volumes suggest a robust retail brokerage model, potentially supporting future fee growth. Moderna’s sharp…
Short-term and longer-term
Short-term. Ross’s higher guidance and Webull’s revenue surge suggest short‑term upside for retail and brokerage stocks, especially if trading volumes continue to climb.
Longer-term. Over the next few months, Ross’s improved earnings outlook could strengthen its long‑term retail positioning, while Webull’s growth trajectory may enhance its competitive edge in the brokerage space.