The Market's True Earnings Expectations

Go beyond the consensus and become a better stock picker with Earnings Whisper numbers, investor sentiment, and proprietary research and tools to help you capture the Post-Earnings Announcement Drift (PEAD) and outperform the overall stock market. Plus, get the most accurate earnings dates, earnings news, and insights into how stocks react before and after earnings.



Most Anticipated Earnings Releases TM

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The most anticipated earnings releases for the week beginning September 4, 2026 are ORCL Oracle ADBE Adobe FLWS 1-800-FLOWERS.COM CASY Casey's General Stores AVAV AeroVironment

Friday Sep 4
Before the Open
After the Close
Monday Sep 7
Before the Open
After the Close
Tuesday Sep 8
Before the Open
ABM, CAN, UNFI reporting before the open on Tuesday, September 8
After the Close
CASY, BRZE, TTAN, AVO, INNV reporting after the close on Tuesday, September 8
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Earnings Whisper® Score

Expectations Get Priced In Before Earnings

The Earnings Whisper Score, from −5 to +5, measures the expectation setup ahead of a report. From Apr 2014 – Aug 2026, +5 Scores averaged +1.08% into earnings while −5 stocks averaged −0.27% — a 135-basis-point spread.

+1.08% +5 Score 11,365 events
+0.47% All others 121,815 events
+0.26% Neutral 18,026 events
−0.27% −5 Score 3,787 events

Average return, one week before the report through the open following the announcement.

−0.40% −0.20% 0.00% +0.20% +0.40% +0.60% +0.80% +1.00% +1.20% 1st Day 2nd Day 3rd Day 4th Day Gap +5 Scores All Others Neutral Scores −5 Scores
Cumulative average return by Earnings Whisper Score, Apr 2014 – Aug 2026.
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The Whisper Report®

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The Monetization Handoff

Monday, August 31, 2026
Friday's jobs report tests a market that's fundamentally supported but technically fragile. Beneath that, last week's earnings calls showed the AI buildout is still supply-constrained even as spending finally starts climbing into software.
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Earnings Preview

ORCL Oracle is confirmed to report Thursday, September 10, after the close.

Oracle's Stock Has Cratered Despite Booming Backlog. Which Story Wins Now?

Few large-cap names present as jarring a disconnect right now as Oracle. The company's last conference call described an AI-infrastructure business firing on every cylinder, yet the stock has fallen more than 21 percent since that report while the S&P 500 climbed nearly 5 percent. That 26-point gap between operating narrative and market reaction is the central puzzle heading into this release, and it raises a pointed question. Has the market simply repriced the cost of Oracle's ambitions, or is it starting to doubt the growth story itself.

Consensus calls for $1.75 in non-GAAP earnings per share on $19.14 billion in revenue, which would represent a slight sequential dip in EPS from last quarter's $1.79 but a massive 28 percent year-over-year jump in revenue against the $14.93 billion posted a year ago. The whisper number sits marginally above consensus at $1.80, suggesting sell-side estimates may be a touch conservative rather than stretched. Management's own guidance called for $1.72 to $1.76 per share on $18.96 billion to $19.26 billion in revenue, so consensus sits comfortably within that range rather than testing either edge, a sign expectations are calibrated rather than complacent.

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Top Earnings News

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The recent, most closely watched, earnings results.

Smith & Wesson Brands Reported Earnings, Reaffirms

Thursday, September 3, 2026 at 4:15 PM
Smith & Wesson Brands (SWBI) reported earnings of $0.06 per share on revenue of $112.59 million for the fiscal first quarter ended July 2026. . Revenue grew 32.34% on a year-over-year basis.

The company said it expects second quarter revenue of approximately $137.14 million and continues to expect fiscal 2027 revenue of $550.04 million to $560.52 million. The current consensus revenue estimate is $132.21 million for the quarter ending October 31, 2026 and revenue of $550.96 million for the year ending April 30, 2027.

Smith & Wesson Brands, Inc. is a U.S.-based leader in firearm manufacturing and design, delivering a broad portfolio of quality handgun, long gun, and suppressor products to the global consumer and professional markets under the iconic Smith & Wesson®, M&P®, and Gemtech® brands.

KNOT Offshore Partners LP Beat Consensus Estimates

Thursday, September 3, 2026 at 4:15 PM
KNOT Offshore Partners LP (KNOP) reported earnings of $0.10 per share on revenue of $96.78 million for the second quarter ended June 2026. The consensus estimate was a loss of $0.03 per share on revenue of $90.26 million. The company beat consensus estimates by 433.33% while revenue grew 11.16% on a year-over-year basis.

KNOT Offshore Partners LP is a limited partnership that owns, operates and acquires shuttle tankers under long-term charters of five or more years.

Quanex Building Products Beat Consensus Estimates

Thursday, September 3, 2026 at 4:15 PM
Quanex Building Products (NX) reported earnings of $0.79 per share on revenue of $501.85 million for the fiscal third quarter ended July 2026. The consensus earnings estimate was $0.68 per share on revenue of $498.00 million. The company beat consensus estimates by 16.18% while revenue grew 1.33% on a year-over-year basis.

Quanex Building Products Corp manufactures engineered products such as window components that include flexible insulating glass spacers, extruded vinyl profiles, window & door screens, solar panel sealants & precision-formed metal & wood products.

The Drift

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Upcoming Earnings

Tech Titans and Retail Underdogs Take Center Stage in a Loaded Earnings Week

August 29, 2026
AVGO CRDO DELL CIEN PANW HPE
All eyes are on the technology heavyweights this week, and Broadcom is the marquee name investors cannot stop talking about. The chip and software giant heads into its report riding a wave of good vibes, and the whisper number on the street is actually running ahead of the official estimate, which usually means people expect a beat. It has plenty of company. Dell, Palo Alto Networks, and Hewlett Packard Enterprise all arrive with the wind at their backs after strong finishes last quarter, and HPE in particular has traders feeling unusually chipper. Snowflake and Zscaler round out a software slate that has been quietly building momentum, though these names tend to swing hard when the numbers hit, so buckle up. Not everyone is invited to the party, however. C3.ai and ChargePoint are limping in with sour sentiment and shaky recent trends, and China's NIO looks like the kind of report where investors are already bracing for disappointment.
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Recent Positive Earnings

HIPO 6.8% since the report 7.2% above its post-earnings high




Trusted Earnings Research Since 1998

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