Kept & Broken · Week of 2026-08-032026-08-09

The week in say-do

18 kept · 9 broken · 21 other this week.

Widest say-do gap

GEN Gen’s Board of Directors has approved the share repurchase authorization to $3 billion

Biggest kept streak this week: MTCH (2 kept).

Kept

  • BEAT
    DDOG · Datadog, Inc.

    Revenue between $1.07 billion and $1.08 billion.

  • BEAT
    ABNB · Airbnb, Inc.

    We expect to generate revenue of $3.54 billion to $3.60 billion

  • KEPT
    ITW · ILLINOIS TOOL WORKS INC

    the company plans to repurchase approximately $1.5 billion of its own shares

  • BEAT
    III · Information Services Group Inc.

    ISG is targeting revenues between $62.5 million and $63.5 million

  • BEAT
    HWM · Howmet Aerospace Inc.

    $2,390 $2,400 $2,410

  • KEPT
    CF · CF Industries Holdings, Inc.

    Management intends to complete $3 billion share repurchase authorization by December 2025

  • BEAT
    FFIV · F5, INC.

    F5 is guiding to revenue in the range of $820 million to $840 million

  • KEPT
    MTCH · Match Group, Inc.

    $800 million remaining in our share buyback authorization

  • BEAT
    ANET · Arista Networks, Inc.

    Revenue of approximately $2.8 billion

  • KEPT
    MTCH · Match Group, Inc.

    Total Revenue of $850 to $860 million

  • KEPT
    PSKY · Paramount Skydance Corp

    In Q2’26, we expect total revenue of $6.75 billion to $6.95 billion

  • BEAT
    APTV · Aptiv PLC

    U.S. GAAP diluted net income per share $0.65 - $0.85

Broken

  • MISSED
    GEN · Gen Digital Inc.

    Gen’s Board of Directors has approved the share repurchase authorization to $3 billion

  • PARTIAL
    MNST · Monster Beverage Corp

    The Company intends to commence a modified “Dutch Auction” tender offer for up to $3.0 billion in value of shares of its common stock

  • MISSED
    DASH · DoorDash, Inc.

    $32.4 billion - $33.4 billion

  • PARTIAL
    KHC · Kraft Heinz Co

    approved a share repurchase program authorizing the Company to repurchase up to $3.0 billion of the Company’s common stock

  • PARTIAL
    NRG · NRG ENERGY, INC.

    NRG intends to repurchase $825 million of additional shares throughout 2024

  • MISSED
    HNI · HNI CORP

    Including Steelcase, total Workplace Furnishings net sales are expected to increase approximately 155-160 percent versus the prior-year period.

  • PARTIAL
    FIS · Fidelity National Information Services, Inc.

    targeting $4.0 billion of repurchases for the year

  • PARTIAL
    FIS · Fidelity National Information Services, Inc.

    Raising 2024 share repurchase target to $4B

  • MISSED
    ARE · ALEXANDRIA REAL ESTATE EQUITIES, INC.

    allows us to sell up to an aggregate of $1.5 billion of our common stock