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 3, 2026 are CIEN Ciena PATH UiPath DOCU Docusign LULU lululemon athletica ZS Zscaler

Thursday
Sep 3
Friday
Sep 4
Monday
Sep 7
Tuesday
Sep 8
Wednesday
Sep 9
Before Open
After Close
Before Open
After Close
Before Open
After Close
Before Open
After Close
Before Open
After Close
Before the Open, Thursday, September 3: CIEN, WLY, VSXY, CPB, TTC After the Close, Thursday, September 3: PATH, DOCU, LULU, ZS, AMBA
Before the Open, Friday, September 4: KNOP
Before the Open, Tuesday, September 8: ABM, CAN, UNFI After the Close, Tuesday, September 8: CASY, BRZE, AVO, TTAN, INNV
Before the Open, Wednesday, September 9: CHWY, CAL, SAIL, ASO, NNOX After the Close, Wednesday, September 9: AVAV, NAVN, AEO, WLTH, COO
Thursday Sep 3
Before the Open
CIEN, WLY, VSXY, CPB, TTC reporting before the open on Thursday, September 3
After the Close
PATH, DOCU, LULU, ZS, AMBA reporting after the close on Thursday, September 3
Friday Sep 4
Before the Open
KNOP reporting before the open on Friday, September 4
After the Close
—
Monday Sep 7
Before the Open
—
After the Close
—
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Earnings Whisper Grade

The Surprise That Actually Matters

Every earnings report gets a grade, A+ to F, scoring the results against the market’s true expectations — not the consensus estimate. Across 121,867 reports from Dec 2002 – Jun 2026, the grades have kept their order: failing grades trail, C grades track the market, and A+ stocks averaged 37.5% annualized — more than 3 times the S&P 500.

37.5% A+ stocks 4,854 reports
11.3% S&P 500 same holding windows
+231.3% A+ over the market annualized
December 17, 2002 – June 26, 2026 Quarterly Returns by Earnings Whisper Grade 0% 1% 2% 3% 4% 5% 6% 7% 8% 9% F: −0.3% average over 5,994 reports (47% finished higher) F D-: +0.9% average over 6,854 reports (50% finished higher) D- D: +1.4% average over 8,632 reports (52% finished higher) D D+: +1.6% average over 13,032 reports (54% finished higher) D+ C-: +2.2% average over 15,587 reports (56% finished higher) C- C: +2.2% average over 14,752 reports (56% finished higher) C C+: +2.8% average over 14,629 reports (57% finished higher) C+ B-: +3.2% average over 12,925 reports (57% finished higher) B- B: +4.1% average over 9,018 reports (59% finished higher) B B+: +4.7% average over 8,624 reports (59% finished higher) B+ A-: +5.6% average over 4,671 reports (59% finished higher) A- A: +7.4% average over 2,295 reports (59% finished higher) A A+: +8.3% average over 4,854 reports (62% finished higher) A+ The S&P 500 has averaged 2.7% per quarter A+ Earnings 37.5% Average Annualized Return 231.3% over the S&P 500 Buying at the open following an earnings release and holding until after its next earnings release.
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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.
SNOW PANW PATH GIII NVDA CRWD
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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.

Broadcom Missed Expectations, Sees Revenue Below Estimates
Wednesday, September 2, 2026 at 4:15 PM
Broadcom (AVGO) reported earnings of $3.32 per share on revenue of $29.59 billion for the fiscal third quarter ended July 2026. The consensus earnings estimate was $3.22 per share on revenue of $29.47 billion. The Earnings Whisper number was $3.35 per share. The company missed expectations by 0.90% while revenue grew 85.50% on a year-over-year basis.

The company said it expects fourth quarter revenue of approximately $34.80 billion. The current consensus revenue estimate is $35.16 billion for the quarter ending October 31, 2026.

"Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter," said Hock Tan, President and CEO of Broadcom Inc. "In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year-over-year."

Broadcom Inc. is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions.

PVH Beat Expectations, Reaffirms for the Year
Wednesday, September 2, 2026 at 4:15 PM
PVH (PVH) reported earnings of $3.70 per share on revenue of $2.10 billion for the fiscal second quarter ended July 2026. The consensus earnings estimate was $3.08 per share on revenue of $2.10 billion. The Earnings Whisper number was $3.20 per share. The company beat expectations by 15.63% while revenue fell 3.24% compared to the same quarter a year ago.

The company said it expects third quarter earnings of $2.50 to $2.65 per share on revenue of approximately $2.24 billion and continues to expect fiscal year earnings of $11.80 to $12.10 per share on revenue of approximately $8.95 billion. The current consensus estimate is earnings of $3.17 per share on revenue of $2.30 billion for the quarter ending October 31, 2026 and earnings of $12.01 per share on revenue of $8.92 billion for the year ending January 31, 2027.

PVH Corp is an apparel company, which designs and markets branded dress shirts, neckwear, sportswear and, to a lesser extent, footwear and other related products.

Methode Electronics Beat Consensus Estimates, Reaffirms
Wednesday, September 2, 2026 at 4:15 PM
Methode Electronics (MEI) reported a loss of $0.22 per share on revenue of $265.40 million for the fiscal first quarter ended July 2026. The consensus estimate was a loss of $0.47 per share on revenue of $235.69 million. The company beat consensus estimates by 53.19% while revenue grew 10.35% on a year-over-year basis.

The company said it continues to expect fiscal 2027 revenue of $1.025 billion to $1.075 billion. The current consensus revenue estimate is $1.03 billion for the year ending April 30, 2027.

Methode Electronics Inc is a manufacturer of component & subsystem devices with manufacturing, design & testing facilities in China, Egypt, Germany, India, Italy, Lebanon, Malta, Mexico, Philippines, Singapore, Switzerland, UK & United States.

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 5.9% since the report 6.3% above its post-earnings high




Trusted Earnings Research Since 1998

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