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 23, 2026 are COST Costco Wholesale CBRL Cracker Barrel Old Country Store BB BlackBerry CCL Carnival DRI Darden Restaurants

Earnings Whisper® Score

Not All Earnings Are Equal

The Earnings Whisper Score, from −5 to +5, measures the expectation setup ahead of a report. From Apr 2014 – Sep 2026, +5 Scores averaged +1.08% into earnings while −5 stocks averaged −0.26% — a 134-basis-point spread.

+1.08% +5 Score 11,376 events
+0.47% All others 121,919 events
+0.26% Neutral 18,045 events
−0.26% −5 Score 3,785 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 – Sep 2026.
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The Whisper Report®

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Sentiment Falls

Monday, September 21, 2026
Sentiment has turned bearish, which is bullish for stock prices, but it is the trend in sentiment that matters.
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Earnings Preview

MU Micron Technology is confirmed to report Wednesday, September 30, after the close.

Micron's Memory Supercycle Faces Its Toughest Test Yet as Stock Retreats From Highs

Micron heads into its fiscal fourth-quarter report riding one of the most dramatic guidance progressions in recent memory, yet the stock has fallen 15% since its last print even as the S&P 500 climbed nearly 5%. That divergence between operating momentum and share performance sets up an unusually pointed question for this release: has the market already priced in the good news, or is it losing confidence in a narrative that management has described in increasingly triumphant terms.

Consensus calls for $31.24 in earnings on $50.76 billion in revenue, essentially in line with management's own guidance of $30 to $32 per share and $49 billion to $51 billion issued last quarter. The Earnings Whisper of $34.14 sits meaningfully above the Street consensus, suggesting whisper-number watchers expect another beat rather than a mere in-line quarter. That said, Micron has trained investors to expect upside after three consecutive quarters of guidance that undershot actual results by wide margins, so a beat here may be viewed as table stakes rather than a fresh catalyst.

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Top Earnings News

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The recent, most closely watched, earnings results.

NeoVolta Missed Consensus Estimates

Wednesday, September 23, 2026 at 4:15 PM
NeoVolta (NEOV) reported a loss of $0.24 per share on revenue of $0.01 million for the fiscal fourth quarter ended June 2026. The consensus estimate was a loss of $0.10 per share on revenue of $1.38 million. The company missed consensus estimates by 140.00% while revenue fell 99.73% compared to the same quarter a year ago.

NeoVolta is an innovator in energy storage solutions dedicated to advancing reliable, high-performance power infrastructure for residential, commercial, and utility applications.

H.B. Fuller Beat Expectations, Raises Guidance, but Remains In-line with Estimates

Wednesday, September 23, 2026 at 4:05 PM
H.B. Fuller (FUL) reported earnings of $1.52 per share on revenue of $938.18 million for the fiscal third quarter ended August 2026. The consensus earnings estimate was $1.45 per share on revenue of $940.38 million. The Earnings Whisper number was $1.45 per share. The company beat expectations by 4.83% while revenue grew 5.17% on a year-over-year basis.

The company said it now expects fiscal 2026 earnings of $4.70 to $4.85 per share, but continues to expect revenue of approximately $3.65 billion. The company's previous guidance was earnings of $4.60 to $4.90 per share, and the current consensus earnings estimate is $4.83 per share on revenue of $3.62 billion for the year ending November 30, 2026.

H.B. Fuller Company is a formulator, manufacturer and marketer of adhesives, sealants, paints and other specialty chemical products. The products of Company include H.B. Fuller, Swift, Advantra, Clarity, Sesame, TEC, Foster, Rakoll and Rapidex.

Stitch Fix Beat Consensus Estimates, Sees Revenue Below Estimates

Wednesday, September 23, 2026 at 4:05 PM
Stitch Fix (SFIX) reported a loss of $0.01 per share on revenue of $324.42 million for the fiscal fourth quarter ended July 2026. The consensus estimate was a loss of $0.06 per share on revenue of $324.97 million. The company beat consensus estimates by 83.33% while revenue grew 4.24% on a year-over-year basis.

The company said it expects first quarter revenue of $323.0 million to $328.0 million and fiscal 2027 revenue of $1.31 billion to $1.36 billion. The current consensus revenue estimate is $356.73 million for the quarter ending October 31, 2026, and revenue of $1.40 billion for the year ending July 31, 2027.

Stitch Fix is an online personal styling service that is reinventing the shopping experience by delivering one-to-one personalization to our clients through the combination of data science and human judgment. Stitch Fix was founded in 2011 by CEO Katrina Lake. Since then, we’ve helped millions of women, men, and kids discover and buy what they love through personalized selections of apparel, shoes, and accessories, curated by Stitch Fix stylists and algorithms.

The Drift

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Upcoming Earnings

Earnings Week Ahead: Retail Giants and Sleepy Staples Take Center Stage

September 19, 2026
COST CBRL BB DRI GIS THO
This week's earnings parade is heavy on the names that hit close to home, from the warehouse aisles of Costco to the dinner tables served by Darden and General Mills. Costco remains the marquee draw, and while the crowd loves the story, the mood heading in is surprisingly cautious given how much the stock has cooled since its last report. AutoZone and cleaning-and-uniforms powerhouse Cintas round out a strong showing from the everyday-economy crowd, both riding solid operational momentum even as traders temper their enthusiasm. The wild card is Cracker Barrel, which has quietly become one of the more optimistic setups on the calendar after a rough stretch, so keep an eye on whether the old country store can serve up a surprise. History suggests these stocks tend to swing more than a percent or two when the numbers hit, so buckle up.
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Recent Positive Earnings

HIPO -2.0% since the report




Trusted Earnings Research Since 1998

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