Earnings Edge

Earnings Edge for Wednesday: Setups for Alphabet, Tesla, IBM, ServiceNow, Texas Instruments, AT&T, Philip Morris International, GE Vernova, Southwest Airlines, and Many More

Consensus Media — Mon, 20 Jul 2026 19:43:27 GMT

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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 reporters. Each name of note now comes with a direct read on whether the setup leans long or short into the print, grounded in the table’s valuation, growth, and historical reaction data.

Relative Winners and Losers

Names of Note

Alphabet (GOOGL)

Research as of: July 20, 2026

Earnings Edge for Tuesday: Setups for Interactive Brokers, Charles Schwab, Danaher, Capital One, 3M, Northrop Grumman, General Motors, D.R. Horton, Hasbro, and Many More

Consensus Media — Mon, 20 Jul 2026 12:50:38 GMT

Names of Note

Interactive Brokers Group (IBKR)

Research as of: July 19, 2026 (price data July 17 close, $90.53)

Press Eject: Recapping Netflix Actuals vs. Consensus

Consensus Media — Thu, 16 Jul 2026 20:08:01 GMT

Weak USCAN revenue, awful free cash flow, and a weak near-term outlook tell the story here for Netflix:

Earnings Edge for Friday/Monday: Setups for Domino's Pizza, Fifth Third Bancorp, Crown Holdings, Calix, and a Few More

Consensus Media — Thu, 16 Jul 2026 17:14:54 GMT

Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the days’ reporters. Each name of note now comes with a direct read on whether the setup leans long or short into the print, grounded in the table’s valuation, growth, and historical reaction data.

Relative Winners and Losers

Names of Note

Domino’s Pizza (DPZ)

The Ultimate Value Trap? Previewing Netflix Consensus Estimates

Consensus Media — Wed, 15 Jul 2026 01:30:01 GMT

We get results from Netflix on Thursday afternoon against a backdrop where the company seems to be desperately trying to salvage a growth story (live sports, games, WBD failed acquisition, and the latest, live TV) as content proliferation continues to go parabolic, aided by AI, with focus and attention moving to shorter and shorter formats (TikTok, Reels, YouTube + YouTube Shorts are all increasingly competitive). Against that backdrop, here are expectations for the Netflix P&L and forward guidance:

Earnings Edge for Wednesday/Thursday: Setups for Netflix, UnitedHealth, GE Aerospace, Intuitive Surgical, Johnson & Johnson, Cintas, Abbott Laboratories, BlackRock, Progressive, and Many More

Consensus Media — Mon, 13 Jul 2026 15:24:32 GMT

Relative Winners and Losers

Names of Note

Netflix, Inc. (NFLX) - Reports Thursday, July 16, 2026 (Q2 2026)

TABLE ANALYSIS

Earnings Edge for the Monday/Tuesday: Setups for JPMorgan, Bank of America, Goldman Sachs, Wells Fargo, Citigroup, Fastenal, Aehr Test Systems, AngioDynamics, and More

Consensus Media — Wed, 08 Jul 2026 20:17:51 GMT

Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the week’s reporters. Each name of note now comes with a direct read on whether the setup leans long or short into the print, grounded in the table’s valuation, growth, and historical reaction data.

Relative Winners and Losers

Names of Note

JPMorgan Chase & Co. (JPM) - Reports Tuesday, July 14, 2026 (Q2 2026)

Research as of: July 8, 2026 | All facts verified via current web sources

TABLE ANALYSIS

Earnings Edge for the Week Ahead: Setups for Aehr Test Systems, PepsiCo, Delta Air Lines, Levi Strauss, PriceSmart, Simply Good Foods, WD-40, Penguin Solutions, Polestar, and a Few More

Consensus Media — Fri, 03 Jul 2026 02:44:08 GMT

Relative Winners and Losers

Names of Note

Aehr Test Systems (AEHR)

Looks Fine on the Surface: Nike Actuals vs. Consensus Recap

Consensus Media — Tue, 30 Jun 2026 20:22:04 GMT

The quarter itself for Nike looks fine, and in-line with the preannouncement given just a few days back stating that results were ‘generally in-line’. Here’s the full breakdown of actuals vs. Consensus:

Earnings Edge for the Week Ahead: Setups for Nike, Constellation Brands, General Mills, FactSet Research Systems, AeroVironment, Concentrix, Progress Software, and More

Consensus Media — Sun, 28 Jun 2026 14:13:21 GMT

Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the week's reporters. I am also reintroducing long/short analysis of our setup tables, along with a few company news recaps.

Relative Winners and Losers

Names of Note

Nike (NKE)

TABLE ANALYSIS:

Looking at the data into the Q4’26 print, the setup leans SHORT (or at minimum, stay away). Here’s why:

Another Incredible Beat & Raise: Recapping Micron's Actuals vs. Consensus

Consensus Media — Wed, 24 Jun 2026 20:05:13 GMT

It’s crazy that sell-side estimates continue to be this far offsides to the downside for all of the memory and storage names. Look at the size of this upside for Micron:

The Belle of this Week's Ball: Micron Consensus Expectations

Consensus Media — Mon, 22 Jun 2026 14:04:04 GMT

Micron (MU) reports Wednesday afternoon, and the question isn’t whether they will beat but by how much. Here is where likely stale Consensus stands for the quarter and forward guidance:

Earnings Edge for the Week Ahead: Setups for Micron, FedEx, Cerebras Systems, Carnival Corporation, Paychex, Sunbelt Rentals, Trip.com, Darden Restaurants, and Many More

Consensus Media — Sat, 20 Jun 2026 20:14:33 GMT

Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the week’s reporters.

Earnings Post-Mortem from Last Week: Oracle, Chewy, Lennar, Casey's, Restoration Hardware, Cracker Barrel, and Many More

Consensus Media — Tue, 16 Jun 2026 01:44:38 GMT

The table below and file attached give data on stock reactions relative to underlying fundamentals in the form of earnings revisions. I use a three-day look back period to capture revisions.

Here’s the table in picture and Excel form for all of the notable reporters from last week:

Earnings Edge for the Week Ahead: Setups for Jabil, Kroger, CarMax, Accenture, Korn Ferry, La-Z-Boy, Smith & Wesson, Dave & Buster’s, and More

Consensus Media — Sun, 14 Jun 2026 12:26:43 GMT

Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the week’s reporters.

Additionally, I created a quiz that looks at news and peer results for this week’s reporters to help brush up on earnings context (link here).

Relative Winners and Losers

Names of Note

Jabil (JBL)

2Q Guide Another Disaster: Recapping RH Actuals vs. Consensus

Consensus Media — Thu, 11 Jun 2026 20:30:17 GMT

The quarter itself looks excellent relative to muted expectations for RH, somehow achieving nearly a ~180% incremental gross margin in furniture sales. The problem though, and why we sold back so much lower = the 2Q guide. Throw out the FY guide, Gary always guides optimistically:

Why We Sell? Recapping Adobe's Actuals vs. Consensus

Consensus Media — Thu, 11 Jun 2026 20:18:19 GMT

Sure, the CFO is leaving too, but the numbers themselves look fine? We’ve swung from ~$230 down to ~$203 in quick succession. What are folks seeing in the prepared qualitative language that has everyone selling?

Here’s the breakdown of results vs. expectations for the quarter and forward guidance:

These Incremental Margin Expectations Look Tough: RH's Consensus Estimate Preview

Consensus Media — Thu, 11 Jun 2026 16:58:42 GMT

Call me crazy, but a furniture store earnings 123% incremental gross margins looks a bit optimistic. Take a look below at expectations for the quarter and forward guidance ahead of this afternoon’s Restoration Hardware (RH) print:

Earnings Post-Mortem: Broadcom, HP Enterprise, Credo, Ciena, Crowdstrike, Guidewire, Ulta Beauty, and Many More

Consensus Media — Thu, 11 Jun 2026 16:48:40 GMT

The table below and file attached give data on stock reactions relative to underlying fundamentals in the form of earnings revisions. I use a three-day look back period to capture revisions.

Here’s the table in picture and Excel form for the following reporters AI, AVGO, CAL, CHPT, CIEN, CRDO, CRWD, CXM, DCI, DG, DOCU, FIVE, GTLB, GWRE, HPE, IOT, LULU, M, MDT, ODD, OLLI, PANW, PETS, PL, PVH, RBRK, SAIC, SIG, THO, TTC, TTAN, ULTA, VEEV, VSXY, WOOF, YEXT, and ZS:

This is Fine! Oracle Actuals vs. Consensus

Consensus Media — Wed, 10 Jun 2026 20:20:05 GMT

On the surface, at least. Oracle wins big if OpenAI and the AI trade broadly maintain without major hiccups. Nothing here at all to derail that. Take a look at 4Q and forward guidance vs. Consensus: