Stock Markets March 5, 2026

Broadcom, Burlington Lift Premarket; StubHub, BJs and Victoria’s Secret Slip

Futures dip as Middle East tensions weigh while corporate earnings drive sizable premarket moves in tech, retail and services

By Caleb Monroe AVGO OKTA STUB KR
Broadcom, Burlington Lift Premarket; StubHub, BJs and Victoria’s Secret Slip
AVGO OKTA STUB KR

U.S. stock futures opened slightly lower on Thursday amid investor concern about the economic fallout from the ongoing Middle East conflict. Several companies reported quarterly results or guidance that drove notable premarket share price moves, with Broadcom and Burlington Stores rising sharply while StubHub, BJs Wholesale Club and Victoria’s Secret declined.

Key Points

  • U.S. futures edged lower as investors considered the economic risks from the ongoing Middle East conflict.
  • Broadcom and Burlington Stores registered significant premarket gains after beating expectations and issuing favorable guidance.
  • Several companies including StubHub, BJs Wholesale Club, Victoria’s Secret, Ciena and JD.com saw share declines tied to weaker results, cautious guidance, or strategic shifts.

U.S. stock futures traded marginally lower on Thursday as investors weighed the potential economic implications of the ongoing Middle East conflict. Corporate earnings and guidance released ahead of the opening bell produced some of the day’s largest premarket swings across technology, retail and services names.


Notable premarket movers

Broadcom (NASDAQ:AVGO) climbed 6.5% after the artificial intelligence chips maker posted quarterly results that beat expectations on both the top and bottom lines. The company also delivered current-quarter revenue guidance that exceeded market forecasts.

Okta (NASDAQ:OKTA) rose 1.6% after the identity management firm reported fourth-quarter results that topped estimates. The company highlighted that subscription revenue - which makes up the bulk of total revenue - grew 11% in the period.

StubHub (NYSE:STUB) sank 13% after the secondary ticketing marketplace reported lower fourth-quarter revenue and swung to a loss. Management said the business is prioritizing product development over near-term growth, a shift that weighed on the shares.

Kroger (NYSE:KR) slid 0.9% following a forecast for tepid annual sales and profit. The supermarket operator faces an uncertain consumer spending backdrop while operating under a new chief executive.

Burlington Stores (NYSE:BURL) jumped 6.8% after the off-price apparel and home goods retailer posted fourth-quarter results that beat expectations and issued a robust full-year outlook.

Victoria’s Secret (NYSE:VSCO) fell 5.9% despite reporting stronger-than-expected fourth-quarter results and giving guidance above market estimates; the retailer’s shares have nearly tripled over the past year.

BJs Wholesale Club (NYSE:BJ) dropped 5% after reporting fourth-quarter results that missed revenue expectations and issuing fiscal 2026 guidance below analyst estimates.

Ciena (NYSE:CIEN) declined 3.9% even though the networking equipment maker’s first-quarter fiscal 2026 results exceeded Wall Street expectations. The company’s full-year revenue guidance, however, came in well below analyst estimates, pressuring the stock.

JD.com (NASDAQ:JD) American depositary receipts fell 1.5% after the Chinese e-commerce company reported fourth-quarter earnings that missed analyst expectations, while revenue was broadly in line with estimates.


This mix of earnings beats, guidance misses and strategic shifts produced divergent moves across sectors: semiconductors and off-price retail saw gains, while ticketing, warehouse clubs and parts of apparel retail experienced notable declines.

Risks

  • Geopolitical uncertainty from the Middle East conflict may dampen market sentiment and economic activity, affecting multiple sectors including retail and technology.
  • Companies issuing cautious or below-expectation guidance - such as Kroger and Ciena - introduce earnings and revenue uncertainty for investors in consumer staples and networking equipment.
  • Strategic choices that prioritize longer-term product development over near-term growth, exemplified by StubHub, can lead to immediate negative investor reactions in service and marketplace stocks.

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