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 August 31, 2026 are AVGO Broadcom CRDO Credo Technology DELL Dell Technologies CIEN Ciena PANW Palo Alto Networks

Earnings Whisper® Score

Score the Earnings Setup

The Earnings Whisper Score, from −5 to +5, measures the expectation setup ahead of a report. From Apr 2014 – Aug 2026, +5 Scores averaged +1.09% into earnings while −5 stocks averaged −0.27% — a 136-basis-point spread.

+1.09% +5 Score 11,360 events
+0.47% All others 121,797 events
+0.26% Neutral 18,021 events
−0.27% −5 Score 3,786 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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Softer Underneath

Monday, August 24, 2026
Sentiment has improved while the underlying price action has softened.
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Earnings Preview

AVGO Broadcom is confirmed to report Wednesday, September 2, after the close.

Broadcom's Stock Has Fallen 12% Since Its Blowout Quarter. Can AI Bookings Prove the Skeptics Wrong?

Broadcom heads into its next report with a strange disconnect between what management has said and what the market has done. Three months ago the company delivered one of the strongest AI-driven updates in its recent history, yet the stock has dropped 12.3% since then while the S&P 500 gained 1.5%. That gap of nearly 14 percentage points is the central tension going into this release, because either the market is pricing in a slowdown that has not shown up in the numbers yet, or last quarter's exuberance simply left the bar too high for even strong results to clear.

Consensus calls for $29.47 billion in revenue and $3.22 in non-GAAP earnings per share, which would represent 84.7% year-over-year revenue growth against last year's $15.95 billion. That consensus revenue figure sits almost exactly in line with management's own guidance of approximately $29.4 billion, meaning the Street is not pushing beyond what the company already promised. The whisper number of $3.35, modestly above consensus, suggests some optimism embedded in trading circles, but it is not a dramatic gap. Given that Broadcom's revenue guide already implies a jump from $22.19 billion just one quarter ago, meeting the number itself would still represent a substantial sequential acceleration.

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Top Earnings News

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The recent, most closely watched, earnings results.

Chagee Holdings Limited Beat Consensus Estimates

Friday, August 28, 2026 at 7:00 AM
Chagee Holdings Limited (CHA) reported earnings of $0.36 per share on revenue of $503.25 million for the second quarter ended June 2026. The consensus earnings estimate was $0.33 per share on revenue of $528.29 million. The company beat consensus estimates by 9.09% while revenue grew 8.20% on a year-over-year basis.

Chagee is a leading premium tea drinks brand, serving healthy and delicious freshly-made tea drinks.

iBio Beat Consensus Estimates

Friday, August 28, 2026 at 7:00 AM
iBio (IBIO) reported a loss of $0.04 per share on revenue of $0.00 million for the fiscal fourth quarter ended June 2026. The consensus estimate was a loss of $0.07 per share on revenue of $0.10 million. The company beat consensus estimates by 42.86% while revenue fell 100.00% compared to the same quarter a year ago.

Ibio Inc., formerly known as iBioPharma Inc., is a biopharmaceutical company that primarily focuses on developing vaccines and therapeutic proteins based upon its plant-based iBioLaunch platform technology. The Company's hydroponically grown green plants can be used for the development and manufacture of proteins applicable to a range of disease agents, such as influenza, sleeping sickness, anthrax, plague, human papillomavirus and veterinary influenza applications. IBio, Inc. is headquartered in Newark, Delaware.

MINISO Group Holding Limited Missed Consensus Estimates

Friday, August 28, 2026 at 4:34 AM
MINISO Group Holding Limited (MNSO) reported earnings of $0.25 per share on revenue of $856.36 million for the second quarter ended June 2026. The consensus earnings estimate was $0.29 per share on revenue of $856.70 million. The company missed consensus estimates by 13.79% while revenue grew 23.53% on a year-over-year basis.

MINISO is a fast-growing global value retailer offering a variety of design-led lifestyle 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 3.7% since the report 4.1% above its post-earnings high




Trusted Earnings Research Since 1998

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