Sitemap - 2026 - Earnings Edge
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
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
Jogging Instead Of Running? Recapping On Running's Actuals vs. Consensus
Are They Not Sandbagging? Recapping MongoDB's Results
Seeking User Feedback: Reworking the Setups
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
The Ingredients are Here for a Face Ripping Rally: Previewing Duolingo's Setup + Consensus Metrics
This Also Looks Fine: Recapping Snowflake Actuals vs. Consensus
This Looks Fine: Recapping Salesforce Actuals vs. Consensus
Go Figure (FIGR): The Layup of the Earnings Cycle
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 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
Tuesday's Housing Reckoning: Why the Earnings Slate is Stacked Against Investors
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
A Dog in Heat: Recapping Datadog's Actuals vs. Consensus
Turning the Beat Around? Recapping Spotify's Actuals vs. Consensus
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
Oversold Into Another Blockbuster Print: Recapping Palantir's Actuals vs. Consensus
Palantir Needs to Print What? Consensus Metrics + Valuation Context
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
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
The SanDisk Reckoning: When 100% Isn't Enough
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
WBD or Bust? Recapping Netflix Results
Better Than Feared? If So, Not By Much: Recapping DR Horton's Results
How to Trade Tuesday's Earnings from the Largest Homebuilder: DHI
