Sitemap - 2026 - Earnings Edge

Earnings Edge for Friday: Setups for BJ’s Wholesale Club, Booz Allen Hamilton, Frontline, Edgewise Therapeutics, Hub Group, Global Ship Lease, TOYO Co., Replimune, and a Couple More

The Furniture GOAT: Recapping Williams Sonoma Actuals vs. Consensus

Unsinkable: Recapping Walmart's Actuals vs. Consensus

Another Fantastic Print: Recapping Nvidia Actuals vs. Consensus

Earnings Edge for None: Setups for Walmart, Deere, NetEase, Ross Stores, Take-Two Interactive, Zoom Communications, Williams-Sonoma, Deckers Outdoor, and Many More

Room to Move Higher? Previewing Consensus Estimates for Nvidia's 4:20PM ET Print

Eating Their Lunch: Cava Actuals vs. Consensus

These Comp Sales Look High: Cava Consensus Expectations into Today's results

Earnings Edge for Wednesday: Setups for Nvidia, Intuit, Analog Devices, elf Beauty, ZIM Integrated Shipping, The TJX Companies, Target, Lowe's, and Many More

Surprised This Isn't Enough: Recapping Home Depot's Actuals vs. Consensus

Home Depot Hasn't Traded at This Discount Since 2007 (Eeek)

Ranking this Week's 150+ Reporters by Short Interest, Implied Earnings Move, 3 Month Return, and RSI

A Few Notes On That Odd Trump Kura Sushi Purchase

Earnings Edge for Tuesday: Setups for Home Depot, Keysight Technologies, Trip.com, Amer Sports, ZTO Express, Toll Brothers, Cava, Bilibili, and More

This Week's Most Anticipated Results: Setups for Nvidia, Walmart, Analog Devices, Deere, Take-Two, Workday, Zoom, and CAVA

Retailer Bonanza: Complete Earnings Coverage for Walmart, Target, Home Depot, Lowe's, TJ Maxx, Williams Sonoma, Ralph Lauren, Deckers, and Many More

Setups for a Light Monday: Baidu, XP, ReNew Energy, Agilysys, and iQIYI

Setups for a Light Friday: RBC Bearings, Dillard's, H World Group, and Strive

A Historic Move Higher: Cisco Actuals vs. Consensus Breakdown

Earnings Edge for Thursday: Setups for Applied Materials, Nu Holdings, Figma, Intuitive Machines, Versant Media, Klarna, Ondas, DLocal, YETI, StoneCo, and Many More

Earnings Edge for Wednesday: Setups for Alibaba, Cisco, Nebius, Dynatrace, Birkenstock, Amdocs, Wix.com, Vishay Intertechnology, Oddity Tech, and Many More

Consensus Estimate Nvidia Model: Dynamic Three Statement Historicals + Forecasts for 2005-2028E

Upside All Over: Sea Limited's Actuals vs. Consensus

Americas Growth Stalling: On Running's Actuals vs. Consensus

Our Profits are Gone: Hims & Hers Actuals vs. Consensus Recap

Consensus Expectations for Asia Tech Reporting this Week: Sea Limited, Alibaba, Tencent, Tencent Music, and JD.com

A Very Favorable Setup: On Holdings Consensus Expectations

Earnings Edge for Tuesday: Setups for Sea Limited, JD.com, On Running, Zebra Technologies, Tencent Music, Oklo, Venture Global, Under Armour, and Many More

Warranting a Relief Rally: Monday.com Actuals vs. Consensus Recap

Ranking this Week's 300+ Reporters by Short Interest, Implied Earnings Move, 3 Month Return, and RSI

Is a 50% Y/Y EBITDA Decline in the Bag? Hims & Hers Consensus Expectations for Monday's Results

Another Bloody Monday Ahead? Previewing Consensus Expectations for Monday.com

Earnings Edge for Monday: Setups for AST SpaceMobile, Hims & Hers Health, Rigetti Computing, monday.com, Circle Internet, Figure Technology, Archer Aviation, Plug Power, ZoomInfo and Many More

Swinging Around Violently: Affirm Actuals vs. Consensus

Ouch, These Costs are Mounting: Mercado Libre Actuals vs. Consensus

Sweetgreen as a Squeeze Candidate Today: Previewing Consensus Expectations

Earnings Edge for None: Setups for EchoStar, Fidelity National Information Services, TeraWulf, Globalstar, Fluor, QXO, and Many More

Coinbase and Block Need to Print What? Previewing Consensus Expectations for Today's Prints

The Setup is Not Great: Consensus Expectations for Affirm ahead of Today's Print

Is Margin Expansion Really Possible? Airbnb's Consensus Expectations into Today's Print

Mercado Libre Needs to Grow TPV by How Much? Previewing Consensus Expectations for Today's Print

If History is any Indication, CoreWeave is about to Pee in the Neo Cloud Pool

A Mountain of Upside: Datadog Actuals vs. Consensus

Gross Margin a Touch Light: Celsius Actuals vs. Consensus

Quick Looks at Unity and Datadog Consensus Expectations Ahead of Tomorrow Morning's Releases

Gross Margin Miss; Surprise Cash Drain: Axon Actuals vs. Consensus

Still Cruising: Dutch Bros Actuals vs. Consensus

ARPU Miss + Puzzling Shifts in Regional Revenues: Snap Actuals vs. Consensus

Take Rate Pressure but GOV Ahead: DoorDash Actuals vs. Consensus

Limited Financial Disclosures Look Great: AppLovin Actuals vs. Consensus

Lacking Meaningful Near-Term Upside: Arm Actuals vs. Consensus

Still the Coffee Growth King? Dutch Bros Consensus Expectations for this Afternoon's Print

In Need of a Lobotomy: Axon Consensus Expectations into This Afternoon's Print

Left for DEAD: Celsius Consensus Expectations into Tomorrow Morning's Print

Is 35% GOV Growth Realistic? DoorDash Consensus Expectations into Today's Print

Snap Back to Reality? Consensus Expectations into Today's Results

The King of Earnings Squeezes: AppLovin Consensus Expectations into Today's Print

Have We Front Run Too Much? Arm Holdings Consensus Expectations at 40x Forward Sales

Earnings Edge for Thursday: Setups for Cloudflare, Airbnb, CoreWeave, Datadog, MercadoLibre, Rocket Companies, Block, Affirm, Coinbase, and 100+ More

Revenue Miss but Guide Ahead: Uber Actuals vs. Consensus

A Clean Sheet with Plenty of Upside: AMD Actuals vs. Consensus

Revenue Whiff, Margin Boom, Cash Drain: Super Micro Actuals vs. Consensus

Where's the Topline Upside? Lumentum Networks Actuals vs. Consensus

Get Ready for a Cut: Upstart Consensus Expectations for Today's Print

Uber Needs to Print What Gross Bookings? Previewing Consensus Expectations for Tomorrow's Results

Earnings Edge for Wednesday: Setups for Uber, AppLovin, Arm Holdings, Disney, DoorDash, Coherent, Dutch Bros, Axon, and 100+ More

Is 1,970bps of Operating Margin Expansion Enough? Lumentum Consensus Expectations into Today's Print

Intel Driven Squeeze? Super Micro Consensus Expectations

Accounts Miss, FY Guide Disappoints: PayPal Actuals vs. Consensus Recap

Everyone Chill, Results Look Fine: Shopify Actuals vs. Consensus Recap

Shipments Miss, Guidance Unchanged - Is This Enough? Ferrari Actuals vs. Consensus Recap

Margin Compression + Earnings Declines: Previewing PayPal Consensus Expectations for Tomorrow Morning

A Quick Look at Consensus Expectations for Shopify Results Tomorrow Morning

Squeeze! Pinterest Actuals vs. Consensus

A US Commercial Miss: Palantir Actuals vs. Consensus

Bar = Too High: Onsemi Actuals vs. Consensus

Paid Subs Whiff; FY Bookings a Tad Light: Duolingo Actuals vs. Consensus

What Are Folks Running From Today? AMD Consensus Expectations into the Print

Ready to Roar? Ferrari Consensus Expectations into Tomorrow Morning's Results

Can They Annualize $1.25B of FCF + 10% User Growth? Pinterest Consensus Expectations into Today's Results

Earnings Edge for Tuesday: Setups for AMD, Shopify, Lumentum, PayPal, Super Micro Computer, Ferrari, Arista Networks, Live Nation, Coupang, and Many More

SanDisk Isn't Even the Winner: Looking at 2027 EPS Estimate Winners Across the 758 Largest US Listed Companies

If Duolingo Misses This Paid Subscriber Number, Inundate the Linares Hotline: Previewing Consensus Expectations for Monday

Too Hot to be the Next Analog Ripper? Onsemi Consensus Expectations for Monday

Pay Close Attention to the Commercial Growth: Palantir Consensus Expectations for Monday

Earnings Edge for Monday: Setups for Palantir, Duolingo, Pinterest, Paramount Skydance, ON Semiconductor, Vertex Pharmaceuticals, Fabrinet, Lattice Semiconductor, and Many More

Beat and Raise, but With Some Questions: Roku Actuals vs. Consensus

Solid Print, but with Demand Destruction Coming? Apple Actuals vs. Consensus

Cleveland Be Damned - A Clean Beat and Raise: Reddit Actuals vs. Consensus

Holy Smokes the Safety Measures! Roblox Actuals vs. Consensus

Taking a Breather on Stellar Results: Western Digital Actuals vs. Consensus

Blowout, with a Side of Consumer Demand Destruction: SanDisk Actuals vs. Consensus

Earnings Edge for Friday: Setups for Exxon Mobil, Chevron, AutoNation, Linde, Colgate-Palmolive, Ares Management, Dominion Energy, and Many More

Multi-Year Highs into the Print: Roku Consensus Expectations

Can They Deliver in China Again? Apple's Consensus Expectations

Roblox to Rip? Consensus Expectations into the Print

Did Cleveland Research Nail This? Reddit Consensus Metric Preview

Might We Get a Sell-The-News Event? Consensus Expectations for SanDisk and Western Digital

We Get a New S&P 500 Member Next Week, and It's Not on this Kalshi List

An Overreaction? Wayfair Actuals vs. Consensus

Why'd We Spike on the Guide? Microsoft Actuals vs. Consensus Recap

Revenue Beats Big; Margins, Cash Miss: Carvana Actuals vs. Consensus Recap

The Near Term Stinks, but a Teaser: Qualcomm Actuals vs. Consensus Recap

Weak NA Revenue + Weak Users: Meta Actuals vs. Consensus Recap

Excellent Quarter, Forward Margin a Touch Weak: Amazon Actuals vs. Consensus Recap

Holy Cloud, Margin Upside: Google Actuals vs. Consensus Recap

About to Crash? Carvana Consensus Expectations into This Afternoon's Print

Earnings Edge for Thursday: Setups for Apple, Sandisk, Western Digital, Reddit, Rivian, Mastercard, First Solar, and 100+ More

Consumers Stumble: Recapping Actuals vs. Consensus for Wingstop and Booking Holdings

Warnings Signs from our Preview: Recapping SoFi's Actuals vs. Consensus

Another Squeeze? Previewing Wingstop's Consensus Expectations

Center of Controversy: SoFi Actuals vs. Consensus Expectations

Clearing an Unusually Low Bar: Visa Actuals vs. Consensus Recap

Fair Isaac Actuals vs. Consensus Recap

A Monster: Bloom Energy Actuals vs. Consensus Recap

Growth Acceleration on the Way: NXP Semi Actuals vs. Consensus Recap

Down But Not Out: Teradyne Actuals vs. Consensus Recap

Ugly, Ugly, Ugly: Robinhood Actuals vs. Consensus Recap

Turning the Corner: Starbucks Actuals vs. Consensus Recap

Predictably, Another Blowout: Seagate Actuals vs. Consensus Recap

Is Another Sell the News Quarter on Deck? Previewing Lemonade's Consensus Expectations

Lowest Bar in Years: Consensus Expectations for Visa's Print

Is Teradyne the Next Overheated Name to Crater? Previewing Consensus Expectations

NXP Semi Next to Scream Higher? Consensus Expectations for the Analog Maker

Out of the Dog House? Previewing FICOs Consensus Expectations

A Very Interesting Long Setup: Previewing Enphase's Consensus Expectations

Mega Cap Earnings Bonanza: Consensus Expectations for Google, Microsoft, Amazon, Apple, and Meta

The Bar is High: Starbucks Consensus Expectations into Today's Results

Comfortably Ahead: Recapping Coca-Cola's Actuals vs. Consensus

Turd in the Punchbowl: Recapping Sportradar's Actuals vs. Consensus

Bull Optical Market Remains on Pause: Recapping Corning's Actuals vs. Consensus

The Music Stops? Recapping Spotify's Actuals vs. Consensus

Earnings Edge for Wednesday: Alphabet, Microsoft, Amazon.com, Meta Platforms, KLA, QUALCOMM, Carvana, eBay, Chipotle, and 100+ More

A Travel Cliff Ahead? Consensus Expectations for Booking Holdings' Earnings

Bloom Goes Boom? Previewing Consensus Expectations for Bloom Energy (BE)

Uninspiring Full Year Outlook: Recapping Cadence Results

Not Very Pretty: Recapping Results from Rambus

Memory Mania Week: Consensus Estimates for SanDisk, Western Digital, and Seagate Results

Corning's Optical Business Needs to Print What? Consensus Expectations for GLW's Print

Are Investors Headed Back to the Hood? Previewing Consensus Expectations for Robinhood Earnings

Cold Pizza: Recapping Domino's Results and Will it Matter for EAT, CMG, SBUX

Post Schedule for the Week

Spotify Needs to Print What?

Do They Deliver? Consensus Estimates and Setup for Domino's Pizza

Earnings Edge for Tuesday: Setups for Robinhood, Spotify, Seagate, Visa, Corning, Booking, Starbucks, T-Mobile, Coca-Cola, and 100+ More

One is Hot and One is Meh: Consensus Estimates and Setups for Cadence Design Systems and Rambus

The Biggest Week: Consensus Estimates and Setups for Google, Apple, Microsoft, Amazon, Meta, SanDisk, Western Digital, Seagate, and Qualcomm

Project Lotus: How Chip Wilson and Elliott Management could take Lululemon private, and why the most expensive yoga pants in history might need to disappear from Wall Street to find their soul again

Saturday Comp Sheet Dump: Excel File with Semiconductor Ecosystem, Restaurants, Used Car Dealers, Airlines, Homebuilders, Furniture, and Drink Makers

Earnings Edge for Monday: Setups for Cadence Design Systems, Nucor, Verizon, Public Storage, Ventas, Amkor Technology, Rambus, Domino's Pizza, Crown Holdings, and Many More

Earnings Edge for Friday: Setups for Charter Communications, Procter & Gamble, Gilead, Southern Copper, HCA Healthcare, Norfolk Southern, SLB, Hasbro, Western Union, and Many More

Earnings Edge for Thursday: Setups for Intel, American Express, Thermo Fisher, Blackstone, Honeywell, Lockheed Martin, Comcast, Comfort Systems USA, Keurig Dr Pepper, Pool, and More

Here's Why UnitedHealth is Rocketing Higher: Recapping Actuals vs. Consensus

Earnings Edge for Wednesday: Setups for Tesla, ServiceNow, Vertiv, Lam Research, GE Aerospace, Philip Morris, Texas Instruments, AT&T, Boeing, United Rentals, Southwest, and Many More

Earnings Edge for Tuesday: Setups for UnitedHealth, GE Aerospace, Intuitive Surgical, Interactive Brokers, D.R. Horton, RTX, Danaher, Capital One, 3M, MSCI, and Many More

Adding Earnings Plays to Setups - Feedback Requested!

Earnings Edge for the Week Ahead: Previews for Tesla, Intel, ServiceNow, Vertiv, UnitedHealth, American Express, Boeing, IBM, Intuitive Surgical, Lam Research, Nokia, and DR Horton

Earnings Edge for Monday's Reporters: Steel Dynamics, Cleveland-Cliffs, Alaska Air, AGNC Investment, Wintrust, Zions, and Many More

What is this Guide? Recapping an Ugly Outlook from Netflix

What to Expect from Netflix this Afternoon: Previewing Consensus Estimates

This Outlook Won't Cut It: Recapping ASML's Actuals vs. Consensus 1Q Earnings

ASML Consensus Preview: Expectations of Note + Are We Too Hot Here?

Here's Why SanDisk Bears are Cheering after the Nasdaq-100 Nod

Earnings Edge for the Week Ahead: Setups for Netflix, ASML, Taiwan Semi, JPMorgan, Bank of America, Goldman Sachs, PepsiCo, CarMax, Charles Schwab, BlackRock, and Many More

Claude and the Existential Threat to Palantir's Premium Valuation

Earnings Edge for Levi Strauss Results

Earnings Edge for Aehr Test Systems' Results

Earnings Edge for the Week: Setups for Delta Air Lines, Constellation Brands, Levi Strauss, PTC, RPM International, Applied Digital, Hub Group, Aehr Test Systems, Kura Sushi, and More

We Get a New S&P 500 Member Today - Here's My Prediction

Better Than We've Grown Accustomed To: Recapping Nike Results

Dear Lord Gary, What are you Doing! Recapping RH Results

Show Us The Money: Previewing RH Earnings

Turning a Corner or Running Off a Cliff? Previewing Nike Earnings

Earnings Edge for the Week Ahead: Setups for Nike, RH, PVH, FactSet, TD SYNNEX, Acuity, Lamb Weston, Hertz, Tilray, and Many More

Earnings Edge for This Week's Names of Note: Setups for Pinduoduo, Chewy, Carnival, Jefferies, Ondas, Cintas, Kingsoft Cloud, Concentrix, Winnebago, and Beyond Meat

Earnings Edge for Thurs/Fri/Mon: Setups for Alibaba, PDD, Accenture, FedEx, Darden Restaurants, XPeng, Planet Labs, Intuitive Machines, Signet Jewelers, and Many More

Fully Washed Out? Recapping lululemon's Results

Will lululemon Ever Be This Cheap Again? Previewing Today's Earnings

Earnings Edge for Wednesday: Setups for Micron, Jabil, Williams-Sonoma, General Mills, DiDi Global, Five Below, SailPoint, DLocal, Weibo, and Many More

Earnings Edge for Tuesday: Setups for lululemon, DocuSign, Oklo, Tencent Music, ZTO Express, HealthEquity, Academy Sports and Outdoors, and Many More

Earnings Edge for the Week Ahead: Setups for Micron, Alibaba, lululemon, PDD, DocuSign, Oklo, Williams-Sonoma, FedEx, DLocal, Accenture, Macy's, General Mills, and Five Below

Earnings Edge for Friday/Monday: Setups for Dollar Tree, Better Home & Finance, SAIC, POET Tech., Semtech, Kyivstar, Red Cat, Getty Images, VNET, and Many More

Bumbling into a Short Squeeze? Previewing Today's Bumble Earnings

Earnings Edge for Thursday: Setups for Adobe, Ulta Beauty, Lennar, Dick's Sporting Goods, Rubrik, SentinelOne, Dollar General, Li Auto, and Many More

Oversold Indeed: Recapping Oracle's Actuals vs. Consensus Results

Oversold into the Print: Previewing Oracle's Results

Earnings Edge for Wednesday: Setups for Campbell's, UiPath, Stitch Fix, Bumble, Petco, Wealthfront, Sprinklr, and Many More

Earnings Edge for Tuesday: Setups for Oracle, AeroVironment, NIO, BioNTech, Uranium Energy, JOYY, Kohl's, loanDepot, Groupon, and More

Earnings Edge for Monday: Setups for HP Enterprise, Casey's, Vail Resorts, Beta Technologies, ZIM, SharpLink, Yext, FuelCell, Beyond Meat, 3D Systems, and More

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

No, SoFi Is NOT Going Into the S&P 500 Today, But This Name Likely Will

In-Line Quarter, Excellent Guide: Recapping Marvell's Actuals vs. Consensus

In-Line Quarter but Fantastic Guide: Recapping Broadcom's Actuals vs. Consensus

Solid Quarter, Choppy Guide: Recapping Okta's Actuals vs. Consensus

Earnings Edge for Thursday: Marvell, Costco, JD.com, Guidewire, Kroger, Bilibili, Burlington Stores, Ciena, Gap, and Many More

How is the Profit Outlook SO Bad? Recapping GitLab's Actuals vs. Consensus

A Clean Sheet but Lacking Upside: CrowdStrike Actuals vs. Consensus Recap

CrowdStrike Needs To Print What? Previewing Today's Earnings Estimates + Setup

Earnings Edge for Wednesday: Setups for Broadcom, Veeva, AeroVironment, Wix, Abercrombie & Fitch, American Eagle Outfitters, Rigetti Computing, Okta, Bath & Body Works, and Many More

Jogging Instead Of Running? Recapping On Running's Actuals vs. Consensus

Are They Not Sandbagging? Recapping MongoDB's Results

Buying and Selling Guide for Tuesday's Names of Note: CrowdStrike, Sea Ltd., Target, On Running, Best Buy, Sportradar, Thor, GitLab, Box, AutoZone, Ross Stores, and Many More

Seeking User Feedback: Reworking the Setups

Earnings Setups of Note for the Week Ahead: Broadcom, Alibaba, CrowdStrike, Sea Ltd., Okta, Costco, Target, Kroger, JD.com, AST SpaceMobile, On Running, Best Buy, and GitLab

Buying and Selling Guide for Monday's Names of Note: AST SpaceMobile, MongoDB, StoneCo, Norwegian Cruise, Credo, Riot Platforms, Asana, Dave, and Many More

What's Not To Love Here: Recapping Dell's Earnings

The Bar Was So Low And It Didn't Matter At All: Recapping Duolingo's Earnings

Buying and Selling Guide for Friday's Names of Note: Globalstar, Chart Industries, CubeSmart, Frontline, TEGNA, and a Few More

The Ingredients are Here for a Face Ripping Rally: Previewing Duolingo's Setup + Consensus Metrics

Operating Margin Guide a Question Mark? No, Just SBC Treatment Change: Recapping Nvidia Actuals vs. Consensus

This Also Looks Fine: Recapping Snowflake Actuals vs. Consensus

This Looks Fine: Recapping Salesforce Actuals vs. Consensus

Will Atlas Shrug? Previewing Nvidia + Dynamic, Downloadable Three Statement Consensus Financial Model

Go Figure (FIGR): The Layup of the Earnings Cycle

Buying and Selling Guide for Thursday’s Names of Note: Duolingo, Celsius, Dell , Coupang, Autodesk, Figure, Shift4, Monster, Rocket Lab, Rocket Companies, and Many More

Buying and Selling Guide for Wednesday's Names of Note: Nvidia, The Trade Desk, Salesforce, Snowflake, Circle, Pure Storage, Synopsys, and Many More

The Case for Higher Materialized? Recapping Hims' Actuals vs. Consensus Earnings

A Simple Case for Higher: Previewing Hims' Consensus Estimates + Setup

Buying and Selling Guide for Tuesday's Names of Note: MercadoLibre, Axon, Zeta, Workday, DigitalOcean, Cava, Home Depot, Amer Sports, Life Time, and HP, and Many More

Buying and Selling Guide for Monday's Reporters: Hims & Hers, Domino's, Kratos, BWX Tech., Keysight, Freshpet, and Many More

Earnings Setups of Note for the Week Ahead: Nvidia, Duolingo, Hims & Hers, CoreWeave, Salesforce, MercadoLibre, Axon, Celsius, Snowflake, Dell, Intuit, Rocket, The Trade Desk, and Home Depot

Buying and Selling Guide for Friday's Reporters: Western Union, Lamar, and a Few Others

Vehicle Fire in the Center Lane! Recapping Carvana's Actuals vs. Consensus

Are The Wheels About To Fall Off? Carvana Earnings Consensus Estimates + Valuation Context

Buying and Selling Guide for Thursday: Walmart, Comfort Systems, Lemonade, Wayfair, Opendoor, Deere, Akamai, Live Nation, Sprouts, and Many More

Buying and Selling Guide for Wednesday: Earnings Setups for Carvana, DoorDash, Figma, eBay, Analog Devices, SolarEdge, Remitly, Fiverr, and Many More

The Last Time Lemonade Missed this Earnings Metric the Stock Fell 20% in a Day. It's About to Happen Again.

Earnings Setups of Note for the Week Ahead: Carvana, Walmart, DoorDash, Figma, Wayfair, Lemonade, Opendoor, Klarna, Palo Alto Networks, Cadence Design, eBay, Analog Devices, and Fiverr

Buying and Selling Guide to Kick-Off Next Week: Palo Alto Networks, Medtronic, Cadence Design, Vulcan Materials, Builders FirstSource, Toll Brothers, Louisiana-Pacific, and Many More

Quick Update on the Homebuilders: Sumitomo Forestry to Buy Tri Pointe Homes, Will Bid the Sector Friday but Signals Sector Weakness

Tuesday's Housing Reckoning: Why the Earnings Slate is Stacked Against Investors

Buying and Selling Guide for Friday's Earnings: Wendy's, Moderna, Advance Auto Parts, Cameco, and Many More

Bears United: Recapping Unity's Actuals vs. Consensus

Holy Order Book: Recapping Vertiv's Actuals vs. Consensus

No Disruption Here (Yet): Shopify Actuals vs. Consensus

Was This Well Telegraphed Enough? Recapping Robinhood's Actuals vs. Consensus

Buying and Selling Guide for Thursday's Earnings: Toast, DraftKings, Pinterest, Coinbase, Applied Materials, Airbnb, Expedia, Dutch Bros, Rivian, and Many More

A Dog in Heat: Recapping Datadog's Actuals vs. Consensus

Turning the Beat Around? Recapping Spotify's Actuals vs. Consensus

Buying and Selling Guide for Wednesday's Earnings: Shopify, Unity, AppLovin, T-Mobile, Cisco, HubSpot, and Many More

Buying and Selling Guide for Tuesday's Earnings: Datadog, Robinhood, Spotify, Oscar, Upstart, Cloudflare, Lyft, Zillow, Ferrari, and Many More

Focus Earnings Setups for the Week Ahead (4/4): CoreWeave, Applied Materials, Cisco, Arista Networks, Generac, T-Mobile, Ferrari, and Rivian

Focus Earnings Setups for the Week Ahead (3/4): Unity, Datadog, Monday.com, Cloudflare, HubSpot, Zillow, Pinterest, and Twilio

Focus Earnings Setups for the Week Ahead (2/4): Robinhood, Coinbase, DraftKings, Fiserv, Toast, Expedia, Lyft, and SharkNinja

Focus Earnings Setups for the Week Ahead (1/4): AppLovin, Spotify, Roku, Airbnb, Instacart, Dutch Bros, McDonald's, and Coca-Cola

Buying and Selling Guide for Monday's Earnings: Monday.com, Onsemi, Upwork, Apollo, Pagaya, and Many More

Earnings Setups for Friday: AutoNation, Centene, Biogen, Under Armour, and a Few More

Clearing the Hurdles: Recapping Roblox and Reddit Earnings

Are Both Reddit and Roblox About to Fly? Previewing Consensus Metrics + Valuation Setup

Washed Out, Margins Ahead: Recapping Snap's Earnings

CAPEX BLOWOUT: Recapping Alphabet's Earnings

Snap Needs To Print What? A Consensus Earnings Preview

The Biggest Day: Setups for Amazon, Reddit, Roblox, MicroStrategy (Strategy), Bloom Energy, Affirm, Bill, Fortinet, Atlassian, Microchip, IREN, and MANY More

Omniscient Earnings Guide for Wednesday: Setups for Google, Uber, Snap, Arm, Eli Lilly, Qualcomm, elf Beauty, Coherent and Many More

Oversold Into Another Blockbuster Print: Recapping Palantir's Actuals vs. Consensus

Buying & Selling Guidebook for Tuesday's Reporters: AMD, Take-Two, Chipotle, PayPal, Pepsi, Pfizer, Galaxy, Super Micro, Enphase, Fubo, and Many More

Palantir Needs to Print What? Consensus Metrics + Valuation Context

Too Washed Out - Earnings Setups of Note for Next Week: Palantir, Roblox, Snap, Uber, Reddit, Amazon, ARM, PayPal, Google, AMD, Disney, Chipotle, Affirm, IREN, Super Micro, and Atlassian

Solid 4Q but is the FY'26 Outlook Enough? Recapping SoFi's Earnings

Hoka, Hoka, Hoka: Recapping Deckers Earnings

Benchmarking the SoFi Print: Consensus Expectations for 4Q and 1Q + Historical Valuation Context

Earnings Setups for Monday: Palantir, Disney, NXP Semi, Rambus, Teradyne, Woodward, and Many More

iPhone, China Beat Big: Recapping Apple's Earnings

Lacking Explosive Upside: Recapping Western Digital's Earnings

Holy Upside: Recapping SanDisk's Earnings

Earnings Setups for Friday: SoFi, American Express, Verizon, Charter, Exxon, Chevron, Autoliv, Air Products, and Many More

They Need to Print What? Consensus Expectations for SanDisk and Western Digital

Recapping Mega Cap Earnings: Microsoft, Meta, and Tesla

Earnings Setups for Thursday: Apple, SanDisk, Western Digital, Visa, Deckers, and Many More

I'm Skeptical This Is Enough: Recapping Seagate's Earnings

Kicking Off Memory Stock Earnings: A Seagate Consensus Expectation Preview

Earnings Setups for Wednesday: Microsoft, Tesla, Meta, ServiceNow, IBM, ASML, Starbucks, Lam Research, Corning, AT&T, Fair Isaac, and Many More

The SanDisk Reckoning: When 100% Isn't Enough

Earnings Setups for Tuesday: Seagate, Texas Instruments, UnitedHealth, General Motors, Boeing, UPS, American Airlines, JetBlue, RTX, and Many More

Names of Note: Setups for SanDisk, Western Digital, Seagate, ServiceNow, Microsoft, Apple, Meta, Tesla, Starbucks, Visa, UnitedHealth, ASML, SoFi, and Deckers

Earnings Setups for Monday: Crane, Nucor, Agilysis, Steel Dynamics, and Many More

You Were Warned: Recapping Intel's Results

It's Time to Take Gains - Previewing Intel's Results

Earnings Setups for Thursday + Friday: Intel, GE Aerospace, Mobileye, P&G, Intuitive Surgical, Capital One, Alcoa, Freeport McMoRan, Abbott, CSX, and Many More

WBD or Bust? Recapping Netflix Results

Better Than Feared? If So, Not By Much: Recapping DR Horton's Results

Earnings Setups for Wednesday: Charles Schwab, Ally, Halliburton, Johnson & Johnson, Travelers, Kinder Morgan, and Many More

How to Trade Tuesday's Earnings from the Largest Homebuilder: DHI

Earnings Setups for Tuesday: Netflix, Interactive Brokers, 3M, United Airlines, Progress Software, DR Horton, US Bank, Fifth Third, and Many More

This Week's Earnings Setups: Taiwan Semi, Delta Air Lines, Goldman Sachs, JP Morgan, Bank of America, JB Hunt, BlackRock, and Many More

Earnings Setups for This Week: Applied Digital, Tilray, Constellation Brands, Jefferies, Albertsons, Kura Sushi, WD-40, and Many More