Earnings Edge for the Week Ahead: Setups for Oracle, Adobe, Ulta Beauty, Dick's, Rubrik, Casey's, Lennar, UiPath, SentinelOne, Vail Resorts, and HP Enterprise

Mar 08, 2026

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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 the week.

Introducing some ‘lean long’ or ‘lean short’ commentary where appropriate. Take a look and let me know what you think.

Oracle (ORCL)

Prediction:

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