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.
The most anticipated earnings releases for the week beginning September 30, 2026 are
MUMicron TechnologyNKENIKEACNAccentureJBLJabilPRGSProgress Software
The market's true earnings expectation — and why beating the consensus estimate isn't enough.
Analysts update their models constantly, but they rarely publish every revision.
The Earnings Whisper® number captures what they actually expect — and
across two decades and more than 144,000 published numbers,
it has landed closer to actual reported earnings than the published consensus
69.7% of the time. Consequently, there is
no statistical benefit to beating the consensus estimate.
Average day-of move, since February 1999.
Companies that beat the Whisper closed higher by an average of 1.9%.
Those that cleared the published estimate but fell short of the Whisper closed
lower 55.0% of the time. There is no
statistical benefit to beating the consensus estimate — only the Whisper.
NKENIKEis confirmed to report Thursday, October 1, after the close.
Nike Faces a Margin Test Wall Street No Longer Trusts as Stock Slides Below Its 200-Day Line
Nike walks into this report carrying a story that sounded compelling three months ago but has since been battered by a falling stock price and rising skepticism. The narrative from June was straightforward: revenue would keep shrinking for a while longer, but gross margin recovery was arriving faster than expected, and performance categories like running were doing the heavy lifting. Since then the stock has dropped nearly 13 percent while the S&P 500 climbed almost 4 percent, a swing of more than 16 percentage points that suggests the market is not simply buying the turnaround story at face value.
Consensus calls for revenue of $11.43 billion, essentially in the middle of management's own guided range of $10.96 billion to $11.60 billion, so the Street is not pushing against the company's outlook in either direction. EPS expectations of $0.44 represent a 10.2 percent year-over-year decline, and revenue is expected to fall 2.5 percent, both consistent with a company still working through a deliberate reshaping of its business toward higher margin, lower volume. Notably, the earnings whisper of $0.48 sits above consensus, a modest but real signal that some traders think the bar has been set conservatively enough to clear.
Progress Software (PRGS) reported earnings of $1.69 per share on revenue of $246.01 million for the fiscal third quarter ended August 2026. The consensus earnings estimate was $1.49 per share on revenue of $247.16 million. The Earnings Whisper number was $1.60 per share. The company beat expectations by 5.63% while revenue fell 1.52% compared to the same quarter a year ago.
The company said it expects fourth quarter non-GAAP earnings of $1.24 to $1.33 per share on revenue of $297.0 million to $305.0 million. The current consensus earnings estimate is $1.41 per share on revenue of $251.36 million for the quarter ending November 30, 2026.
Progress provides software that enables organizations to develop and deploy their mission-critical applications and experiences, as well as effectively manage their data platforms, cloud and IT infrastructure.
Micron Technology (MU) reported earnings of $33.19 per share on revenue of $54.23 billion for the fiscal fourth quarter ended August 2026. The consensus earnings estimate was $31.41 per share on revenue of $50.86 billion. The Earnings Whisper number was $34.14 per share. The company missed expectations by 2.78% while revenue grew 379.27% on a year-over-year basis.
The company said it expects first quarter earnings of $37.15 to $39.15 per share on revenue of $60.0 billion to $63.0 billion. The current consensus earnings estimate is $34.83 per share on revenue of $56.6 billion for the quarter ending November 30, 2026.
“Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027,” said Sanjay Mehrotra, Chairman and CEO of Micron Technology. “AI is becoming Super Intelligence (SI), and memory enhances this intelligence and the competitiveness of our customers’ platforms. We are increasing our investments in technology, products and manufacturing to help drive SI forward with our customers, and our Strategic Customer Agreements provide added confidence in the durability of Micron’s financial performance.”
Micron Technology Inc is a manufacturer and marketer of DRAM, NAND Flash memory, CMOS image sensors and other semiconductor components. It has two segments, Memory and Imaging.
Bassett Furniture Industries (BSET) reported earnings of $0.24 per share on revenue of $82.84 million for the fiscal third quarter ended August 2026. The consensus earnings estimate was $0.13 per share on revenue of $83.05 million. The company beat consensus estimates by 84.62% while revenue grew 3.41% on a year-over-year basis.
Bassett Furniture Industries Inc is a manufacturer, importer and retailer of mid-priced home furnishings. The Company' business segments are Wholesale, Retail, and Investments and Real Estate.
For more than 25 years, investors and financial professionals have used
Earnings Whispers to look beyond consensus estimates and better understand
the expectations driving stock prices around earnings.
