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The market remains bullish for now, supported by rising earnings estimates and improving money flows, but weakening breadth and softer guidance are creating more risk beneath the surface.
ORCLOracleis 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.
Casey's General Stores (CASY) reported earnings of $7.37 per share on revenue of $5.68 billion for the fiscal first quarter ended July 2026. The consensus earnings estimate was $6.60 per share on revenue of $5.65 billion. The Earnings Whisper number was $6.80 per share. The company beat expectations by 8.38% while revenue grew 24.33% on a year-over-year basis.
The company said it continues to expect EBITDA of $1.60 million to $1.63 million for the fiscal year ending April 30, 2027.
Casey' General Stores Inc, together with its subsidiaries, operates convenience stores under the Caseys General Store name in 14 Midwestern states. Its stores offers a selection of food, beverage, and tobacco products, as well as other nonfood items.
Braze (BRZE) reported earnings of $0.19 per share on revenue of $227.23 million for the fiscal second quarter ended July 2026. The consensus earnings estimate was $0.16 per share on revenue of $220.21 million. The Earnings Whisper number was $0.18 per share. The company beat expectations by 5.56% while revenue grew 26.16% on a year-over-year basis.
The company said it expects third quarter non-GAAP earnings of $0.13 to $0.14 per share on revenue of $229.0 million to $230.0 million. The current consensus earnings estimate is $0.16 per share on revenue of $227.4 million for the quarter ending October 31, 2026. The company also said it now expects fiscal year non-GAAP earnings of $0.64 to $0.65 per share on revenue of $910.0 million to $913.0 million. The company's previous guidance was non-GAAP earnings of $0.61 to $0.65 per share on revenue of $895.0 million to $899.0 million. The current consensus earnings estimate is $0.63 per share on revenue of $897.6 million for the year ending January 31, 2027.
Braze is a leading comprehensive customer engagement platform that powers interactions between consumers and brands they love.
ServiceTitan (TTAN) reported earnings of $0.40 per share on revenue of $292.76 million for the fiscal second quarter ended July 2026. The consensus earnings estimate was $0.35 per share on revenue of $285.14 million. The Earnings Whisper number was $0.38 per share. The company beat expectations by 5.26% while revenue grew 20.91% on a year-over-year basis.
The company said it expects third quarter revenue of $285.0 million to $287.0 million. The current consensus revenue estimate is $287.3 million for the quarter ending October 31, 2026. The company also said it now expects fiscal year revenue of $1.139 billion to $1.144 billion. The company's previous guidance was revenue of $1.130 billion to $1.140 billion. The current consensus revenue estimate is $1.140 billion for the year ending January 31, 2027.
ServiceTitan is the software platform that powers trades businesses.
HIPO
2.1% since the report
2.4% above its post-earnings high
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