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 1, 2026 are
AVGOBroadcomDELLDell TechnologiesCRDOCredo TechnologyPANWPalo Alto NetworksCIENCiena
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.
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.
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.
Cango (CANG) reported a loss of $1.99 per share on revenue of $50.78 million for the second quarter ended June 2026. The consensus estimate was a loss of $0.90 per share on revenue of $70.64 million. The company missed consensus estimates by 121.11% while revenue fell 63.69% compared to the same quarter a year ago.
Cango Inc. is a leading automotive transaction service platform in China connecting car buyers, dealers, financial institutions, and other industry participants.
Science Applications International (SAIC) reported earnings of $3.01 per share on revenue of $1.88 billion for the fiscal second quarter ended July 2026. The consensus earnings estimate was $2.25 per share on revenue of $1.75 billion. The Earnings Whisper number was $2.56 per share. The company beat expectations by 17.58% while revenue grew 6.27% on a year-over-year basis.
The company said it expects fiscal year earnings of $10.65 to $10.75 per share on revenue of $7.20 billion to $7.30 billion. The company's previous guidance was earnings of $9.90 to $10.10 per share on revenue of $7.00 billion to $7.20 billion, and the current consensus earnings estimate is $10.01 per share on revenue of $7.16 billion for the year ending January 31, 2027.
"I am proud of our team’s performance this quarter, delivering solid organic growth and double-digit margins as we continue to execute with discipline," said Jim Reagan, SAIC Chief Executive Officer. "These results reflect our focus on operational excellence and our commitment to the targets we set for the year. We are raising our guidance to reflect our strong year-to-date performance, and we are transforming our enterprise to support our customers’ most critical missions, drive long-term growth and margin expansion, while continuing to invest in strengthening our capabilities."
Science Applications International Corp is a provider of technical, engineering and enterprise information technology (IT) services primarily to the U.S. government, including the Department of Defense (DoD) and federal civilian agencies.
BioLineRx (BLRX) reported a loss of $0.77 per share on revenue of $0.29 million for the second quarter ended June 2026. The consensus estimate was for breakeven results on revenue of $0.50 million. Revenue fell 3.29% compared to the same quarter a year ago.
Bioline Rx Ltd is a clinical stage biopharmaceutical development company engaged in identifying, in-licensing & developing therapeutic compounds in areas of central nervous system, oncology, cardiovascular, & infectious diseases, among others.
HIPO
2.7% since the report
3.1% above its post-earnings high
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