Earnings Edge

Earnings Edge

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Oversold into the Print: Previewing Oracle's Results
Detailed Consensus Estimates + Historical Valuation Context
 • Consensus Media
Earnings Edge for Wednesday: Setups for Campbell's, UiPath, Stitch Fix, Bumble, Petco, Wealthfront, Sprinklr, and Many More
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
 • Consensus Media
Earnings Edge for Tuesday: Setups for Oracle, AeroVironment, NIO, BioNTech, Uranium Energy, JOYY, Kohl's, loanDepot, Groupon, and More
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
 • Consensus Media
Earnings Edge for Monday: Setups for HP Enterprise, Casey's, Vail Resorts, Beta Technologies, ZIM, SharpLink, Yext, FuelCell, Beyond Meat…
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
 • Consensus Media
Earnings Edge for the Week Ahead: Setups for Oracle, Adobe, Ulta Beauty, Dick's, Rubrik, Casey's, Lennar, UiPath, SentinelOne, Vail Resorts…
We’ll have our regular daily posts with Setups for ALL reporters, but I wanted to highlight some of the larger / more interesting names as we head into…
 • Consensus Media
No, SoFi Is NOT Going Into the S&P 500 Today, But This Name Likely Will
Something very odd is going on over at Polymarket - they’re giving away free money in the S&P 500 rebalance market (I think).
 • Consensus Media
In-Line Quarter, Excellent Guide: Recapping Marvell's Actuals vs. Consensus
Somewhat similar to yesterday’s Broadcom in the sense that the quarter itself is meh, but with notably large upside in the forward guidance:
 • Consensus Media
In-Line Quarter but Fantastic Guide: Recapping Broadcom's Actuals vs. Consensus
Not much upside in 1Q for Broadcom with both revenue and EPS essentially in-line, but take a look at where we go in 2Q:
 • Consensus Media
Solid Quarter, Choppy Guide: Recapping Okta's Actuals vs. Consensus
Consistent with most of the SaaS reports we’ve seen lately, the Okta quarter looks very solid but with a lot of questions in the forward guidance…
 • Consensus Media
Earnings Edge
Earnings Edge
Detailed earnings previews, lightning quick earnings recaps, and, occasionally, other useful stuff.

Earnings Edge

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