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Did They Put Up? Recapping RH Actuals vs. Consensus
More Mixed than Meets the Eye - But Still Worth Some Relief
Sep 10
•
Consensus Media
2
1
Due for a Relief Rally? Oracle Actuals vs. Consensus
Results Benchmarking with a Valuation Framework
Sep 10
•
Consensus Media
Make or Break: Previewing RH Earnings
Peers + High-End Housing Signal a Boom
Sep 8
•
Consensus Media
2
Earnings Edge for the Week Ahead: Setups for Oracle, Adobe, RH, SailPoint, Chewy, Casey's General Stores, Kroger, Copart, AeroVironment…
Summary positioning recommendations, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s reporters.
Sep 8
•
Consensus Media
1
Who's In and Who's Out? Notes on Tomorrow’s S&P 500 / Index Changes
Top Candidates for Moves Between the Large / Mid / Small Cap Indices + Reaction Expectations
Sep 4
•
Consensus Media
5
Can Hock Give the AI Trade a Shot of Adrenaline? Previewing Broadcom’s Earnings
Consensus Estimates + Historical Valuation Framework + Three-Statement 2029 Consensus Financial Model
Sep 2
•
Consensus Media
2
Outstanding Upside Yet Again: Recapping Dell’s Actuals vs. Consensus
Consensus Estimate Benchmarking + Valuation Context
Sep 1
•
Consensus Media
1
Is Dell DOA Tomorrow? Previewing Consensus Expectations
Valuation Context + Working Three-Statement Consensus Financial Model
Sep 1
•
Consensus Media
1
1
August 2026
Earnings Edge for the Week Ahead: Setups for Broadcom, Palo Alto Networks, Dell, Snowflake, HP Enterprise, Ciena, Credo, MongoDB, Guidewire…
Summary positioning recommendations, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s reporters.
Aug 30
•
Consensus Media
1
1
“The Next Trillion Dollar Company”: Previewing Consensus Earnings for Marvell
Historical Valuation Context + Consensus Estimates + Three-Statement Financial Model
Aug 26
•
Consensus Media
3
1
Earnings Edge for Thursday: Setups for Marvell, Autodesk, Workday, Trip.com, Affirm, Ulta Beauty, Rubrik, Best Buy, IREN, Elastic, and Many…
Full Setup and Preview Context for Every Reporter Thursday
Aug 26
•
Consensus Media
2
1
Still in the Nosebleeds: Previewing CrowdStrike’s Consensus Earnings
Cybersecurity and furniture (WSM) - our two selections for asymmetric setups to the downside for tomorrow’s earnings slate.
Aug 26
•
Consensus Media
2
1
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