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 August 27, 2026 are
AVGOBroadcomCRDOCredo TechnologyDELLDell TechnologiesPANWPalo Alto NetworksHPEHewlett Packard Enterprise
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
69.8% 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 54.9% of the time. There is no
statistical benefit to beating the consensus estimate — only the Whisper.
AVGOBroadcomis 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.
Affirm (AFRM) reported earnings of $0.48 per share on revenue of $1.17 billion for the fiscal fourth quarter ended June 2026. The consensus earnings estimate was $0.33 per share on revenue of $1.11 billion. The Earnings Whisper number was $0.39 per share. The company beat expectations by 23.08% while revenue grew 33.04% on a year-over-year basis.
The company said in its shareholder letter it expects first quarter revenue of $1.19 billion to $1.22 billion and fiscal 2027 revenue of approximately $5.43 billion. The current consensus revenue estimate is $1.16 billion for the quarter ending September 30, 2026 and revenue of $5.34 billion for the year ending June 30, 2027.
Affirm’s mission is to deliver honest financial products that improve lives.
Gap (GAP) reported earnings of $0.52 per share on revenue of $3.65 billion for the fiscal second quarter ended July 2026. The consensus earnings estimate was $0.50 per share on revenue of $3.72 billion. The Earnings Whisper number was $0.49 per share. The company beat expectations by 6.12% while revenue fell 1.99% compared to the same quarter a year ago.
The company said it expects fiscal year earnings of $2.35 to $2.45 per share on revenue of $15.52 billion to $15.60 billion. The company's previous guidance was earnings of $2.30 to $2.40 per share on revenue of $15.52 billion to $15.67 billion, and the current consensus earnings estimate is $2.33 per share on revenue of $15.54 billion for the year ending January 31, 2027. The company also said it expects third quarter revenue of $4.00 billion to $4.04 billion. The current consensus revenue estimate is $4.01 billion for the quarter ending October 31, 2026.
Gap Inc., a house of iconic brands, is the largest specialty apparel company in America.
IREN Limited (IREN) reported a loss of $0.82 per share on revenue of $137.23 million for the fiscal fourth quarter ended June 2026. The consensus estimate was a loss of $0.01 per share on revenue of $138.89 million. The Earnings Whisper number was a loss of $0.35 per share. The company missed expectations by 134.29% while revenue fell 26.73% compared to the same quarter a year ago.
“We started IREN with a simple observation: the digital world can scale almost instantly, but the physical world cannot,” said Daniel Roberts, Co-Founder and Co-CEO of IREN. “This year, that founding thesis became tangible. Exponential AI consumption growth has fueled demand for compute capacity well beyond the available supply of infrastructure. IREN was built for this moment.
IREN is a leading AI Cloud Service Provider, delivering large-scale GPU clusters for AI training and inference.
HIPO
1.9% since the report
2.3% above its post-earnings high
Trusted Earnings Research Since 1998
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