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Vertiv Sure Looks like a Short into the Print: Previewing Consensus Expectations + the Setup
Let’s start by taking a look at where Consensus estimates stand for 1Q, 2Q, and FY’26 into results:
 • Consensus Media
Leaning Long into Surgery: Previewing Consensus Expectations + the Setup for Intuitive Surgical
Let’s start with Consensus benchmarking for the Intuitive Surgical quarter.
 • Consensus Media
Earnings Edge for Wednesday: Setups for Tesla, ServiceNow, Vertiv, Lam Research, GE Aerospace, Philip Morris, Texas Instruments, AT&T…
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
Lean Long into UnitedHealth: Previewing Consensus Estimates + Setup
Let’s start by taking a look at where Consensus estimates stand for 1Q and FY’26 into results:
 • Consensus Media
Earnings Edge for Tuesday: Setups for UnitedHealth, GE Aerospace, Intuitive Surgical, Interactive Brokers, D.R. Horton, RTX, Danaher…
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
Adding Earnings Plays to Setups - Feedback Requested!
What do you think about this format for the Setup tables, which now include high-level thoughts on trading approach?
 • Consensus Media
Lean Short into the Tesla Print: Consensus Expectations + Setup
Take a look at where Consensus stands for Tesla’s gross margins in 1Q:
 • Consensus Media
Earnings Edge for the Week Ahead: Previews for Tesla, Intel, ServiceNow, Vertiv, UnitedHealth, American Express, Boeing, IBM, Intuitive…
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
Earnings Edge for Monday's Reporters: Steel Dynamics, Cleveland-Cliffs, Alaska Air, AGNC Investment, Wintrust, Zions, 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
What is this Guide? Recapping an Ugly Outlook from Netflix
The Netflix Q1 was fine and in-line excl.
 • Consensus Media
What to Expect from Netflix this Afternoon: Previewing Consensus Estimates
Netflix (NFLX) out with 1Q’26 results this afternoon at 4:02PM ET - here’s the breakdown of Consensus expectations in the wake of PSKY winning the WBD…
 • Consensus Media
This Outlook Won't Cut It: Recapping ASML's Actuals vs. Consensus 1Q Earnings
A modest top-line beat but with cash generation, lithography systems sold, and forward guidance missing nearly across the board.
 • Consensus Media
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