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Earnings Whispers
"Catch The Drift" is Earnings Whispers' podcast that offers a snapshot of key market factors such as investor sentiment, projected price movements, and chart analysis before and after earnings announcements. it is all about helping you anticipate moves and catch the post-earnings announcement drift.
The Most Anticipated Earnings Releases for the Week of November 20, 2023
The most anticipated earnings releases for the week of November 20, 2023 are NVIDIA #NVDA, Zoom Video Communications #ZM, Agilent Technologies #A, Symbotic #SYM, Kohl's #KSS, Medtronic #MDT, HP #HPQ, Lowe's #LOW, Autodesk #ADSK, and Trip.com #TCOM
http://eps.sh/cal
#earnings #earningswhispers #earningswhisper #nvidia #zoom #medtronic #kohls #lowes #deere #autodesk
04:1819/11/2023
The Most Anticipated Earnings Releases for the Week of November 13, 2023
The most anticipated earnings releases for the week of November 13, 2023 are Palo Alto Networks #PANW, Fisker #FSR, Alibaba #BABA, Home Depot #HD, monday.com #MNDY, Walmart #WMT, Target #TGT, Cisco Systems #CSCO, Applied Materials #AMAT, and Sea Limited #SE.
http://eps.sh/cal
#earnings #earningscalendar #earningsseason #earningswhispers #earningswhisper #paloaltonetworks #fisker #alibaba #homedepot #monday #walmart #target #cisco #appliedmaterials
04:1512/11/2023
The Most Anticipated Earnings Releases for the Week of November 6, 2023
The most anticipated earnings releases for the week of November 6, 2023, are AMC Entertainment #AMC, Uber #UBER, Walt Disney #DIS, Celsius #CELH, Rivian Automotive #RIVN, Devon Energy #DVN, Plug Power #PLUG, Upstart #UPST, Twilio #TWLO, and Unity #U.
http://eps.sh/cal
03:5305/11/2023
The Most Anticipated Earnings Releases for the Week of October 30, 2023
The most anticipated earnings releases for the week of October 30, 2023, are Apple #AAPL, AMD #AMD, SoFi #SOFI, Palantir Technologies #PLTR, PayPal #PYPL, Shopify #SHOP, Eli Lilly #LLY, Novo Nordisk #NVO, McDonalds #MCD, and Roku #ROKU
http://eps.sh/cal
04:3829/10/2023
The Most Anticipated Earnings Releases for the Week of October 23, 2023
The most anticipated earnings releases for the week of October 23, 2023, are Amazon #AMZN, Microsoft #MSFT, Meta Platforms #META, Alphabet #GOOGL, Boeing #BA, Enphase Energy #ENPH, Coca-Cola #KO, Verizon Communications #VZ, Cleveland-Cliffs #CLF, and Intel #INTC.
http://eps.sh/cal
#earnings #earningsseason #earningswhispers #earningswhisper
03:0922/10/2023
The Most Anticipated Earnings Releases for the Week of October 16, 2023
The most anticipated earnings releases for the week of October 16, 2023, are Tesla #TSLA, Netflix #NFLX, Bank of America #BAC, United Airlines #UAL, Lockheed Martin #LMT, AT&T #T, Charles Schwab #SCHW, ASML #ASML, American Airlines #AAL, and Goldman Sachs #GS.
http://eps.sh/cal
04:2915/10/2023
The Most Anticipated Earnings Releases for the Week of October 9, 2023
The most anticipated earnings releases scheduled for the week are PepsiCo #PEP, JPMorgan Chase #JPM, Delta Air Lines #DAL, Walgreens Boots Alliance #WBA, UnitedHealth Group #UNH, Applied Digital #APLD, BlackRock #BLK, Citigroup #C, Domino's Pizza #DPZ, and Neogen #NEOG.http://eps.sh/cal
03:3708/10/2023
The Most Anticipated Earnings Releases for the Week of October 2, 2023
The most anticipated earnings releases scheduled for the week are Tilray #TLRY, Constellation Brands #STZ, McCormick & Company #MKC, Lamb Weston #LW, Trinity Biotech #TRIB, Aehr Test Systems #AEHR, Conagra Brands #CAG, Helen of Troy $HELE, Levi Strauss #LEVI, and RPM International #RPM.
http://eps.sh/cal
02:3101/10/2023
The Most Anticipated Earnings Releases for the Week of September 25, 2023
The most anticipated earnings releases for the week of September 25, 2023 are Costco #COST, Carnival #CCL, Nike #NKE, Micron #MU, Accenture #ACN, CarMax #KMX, Cintas #CTAS, THOR Industries #THO, Ferguson #FERG, and Jabil #JBL.
http://eps.sh/cal
04:1124/09/2023
The Most Anticipated Earnings Releases for the Week of September 18, 2023
The most anticipated earnings releases scheduled for the week are FedEx #FDX, AutoZone #AZO, Stitch Fix #SFIX, Darden Restaurants #DRI, General Mills #GIS, Endava #DAVA, KB Home #KBH, FactSet Research Systems #FDS, Apogee Enterprises #APOG, and GreenTree Hospitality #GHG.
http://eps.sh/cal
03:2517/09/2023
The Most Anticipated Earnings Releases for the Week of September 11, 2023
The most anticipated earnings releases scheduled for the week are Adobe #ADBE, Oracle #ORCL, Copart #CPRT, Lennar #LEN, Casey's General Stores #CASY, Cracker Barrel #CBRL, FuelCell Energy #FCEL, Edgio #EGIO, and Mission Produce #AVO.
http://eps.sh/cal
04:0610/09/2023
Earnings after the close on September 7, 2023 and before the open on September 8
There are still more than a dozen companies set to report #earnings this week
#DOCU #KR #RH #PL #SMAR #BRZE #CDMO #ZUMZ #RENT #GWRE #LTRX #LMNR #AOUT #BBCP
http://eps.sh/cal
00:5807/09/2023
Earnings after the close on September 6, 2023 and before the open on September 7
C3.ai #AI, UiPath #PATH, GameStop #GME, ChargePoint #CHPT, and Dave & Buster's #PLAY have investors' focus ahead of earnings in the next 24 hours.
http://eps.sh/cal
01:0306/09/2023
Earnings after the close on September 5, 2023 and before the open on September 6
Zscaler #ZS, GitLab #GTLB, Asana #ASAN, and HealthEquity #HQY top the list of companies set to report earnings in the next 24 hours.
http://eps.sh/cal
01:2605/09/2023
The Most Anticipated Earnings Releases for the Week of September 4, 2023
The most anticipated earnings releases for the week are C3.ai #AI, UiPath #PATH, Zscaler #ZS, GameStop #GME, ChargePoint #CHPT, DocuSign #DOCU, GitLab #GTLB, Trip.com #TCOM, Dave & Buster's #PLAY, and Planet Labs #PL.
http://eps.sh/cal
02:5503/09/2023
Earnings after the close on August 31, 2023
The final trading day of the month ends with Broadcom #AVGO, lululemon #LULU, MongoDB #MDB, SentinelOne #S, Dell #DELL and about a dozen others.
http://eps.sh/cal
00:5431/08/2023
Earnings after the close on August 30, 2023 and before the open on August 31
CrowdStrike #CRWD, Salesforce #CRM, Okta #OKTA, Chewy #CHWY, Dollar General #DG, Five Below #FIVE, Veeva Systesm #VEEV, Pure Storage #PSTG, Polestar #PSNY, and #UBS top the list among those scheduled to report earnings in the next 24 hours.
http://eps.sh/cal
01:3430/08/2023
Earnings after the close on August 29, 2023 and before the open on August 30
While a number of sectors will be represented by earnings
releases in the next 24 hours, this is a Tech day with Hewlett Packard
Enterprise #HPE, HP #HPQ, Box #BOX, and Ambarella #AMBA at the top of the list.
http://eps.sh/cal
01:4329/08/2023
Earnings before the open on Tuesday, August 29, 2023
Earnings scheduled before the open on Tuesday, August 29, 2023 include NIO #NIO, Best Buy #BBY, Pinduoduo #PDD, Big Lots #BIG, J.M. Smucker #SJM, Catalent #CTLT, Bank of Montreal #BMO, Bank of Nova Scotia #BNS, Golden Ocean #GOGL, Malibu Boats #MBUU, Donaldson #DCI, Shoe Carnival #SCVL, and more.
http://eps.sh/cal
00:3228/08/2023
The Most Anticipated Earnings Releases for the Week of August 28, 2023
The most anticipated earnings releases scheduled for the week are CrowdStrike #CRWD, Salesforce #CRM, NIO #NIO, Broadcom #AVGO, lululemon athletic #LULU, Okta #OKTA, Chewy #CHWY, MongoDB #MDB, Best Buy #BBY, and Dollar General #DG.
http://eps.sh/cal
03:5427/08/2023
Earnings after the close on August 24, 2023 and before the open on August 25
Marvell Technology #MRVL, Hibbett #HIBB, ULTA Beauty #ULTA, and Workday #WDAY are in focus ahead of their upcoming earnings releases... but keep an eye on Domo #DOMO.
http://eps.sh/cal
00:3924/08/2023
Earnings after the close on August 23, 2023 and before the open on August 24
Earnings after the close on August 23, 2023 and before the open on August 24, 2023, we will get results from Snowflake #SNOW, Splunk #SPLK, Autodesk #ADSK, Dollar Tree #DLTR, NetApp, Burlington Stores #BURL, and some other company you've probably been watching (hint: Nvidia #NVDA).
http://eps.sh/cal
01:4123/08/2023
Earnings after the close on August 22, 2023 and before the open on August 23
Earnings after the close today include Toll Brothers #TOL, Urban Outfitters #URBN, and La-Z-Boy #LZB; and before the open tomorrow, we'll get results from Advance Auto Parts #AAP, Peloton #PTON, and a number of Retailers - Kohl's #KSS, Foot Locker #FL, Williams-Sonoma #WSM, Bath & Body Works #BBWI, and Abercrombie & Fitch #ANF.
http://eps.sh/cal
01:0322/08/2023
Earnings after the close on August 21, 2023 and before the open on August 22
Tingo has moved its earnings until after the close today, and other names reporting in the next 24 hours include Zoom #ZM, Baidu #BIDU, Lowe's #LOW, Medtronic #MDT, Macy's #M, and DICK'S Sporting Goods #DKS
http://eps.sh/cal
00:5721/08/2023
The Most Anticipated Earnings Releases for the Week of August 21, 2023
The most anticipated earnings releases scheduled for the week are Nvidia #NVDA, Snowflake #SNOW, Marvell Technology #MRVL, Baidu #BIDU, Affirm #AFRM, Zoom Video #ZM, Peloton Interactive #PTON, Advance Auto Parts #AAP, ULTA Beauty #ULTA, Medtronic #MDT.
http://eps.sh/cal
02:3620/08/2023
Earnings after the close on August 16, 2023 and before the open on August 17
A short preview of upcoming earnings releases, including Cisco, Walmart, Arcos Dorados, StoneCo, SQM, and Dole. http://eps.sh/cal
00:3616/08/2023
Earnings after the close on August 15, 2023 and before the open on August 16
As we approach earnings announcements scheduled for after
today's close and before tomorrow's open, Brazilian banks appear to be
outperforming U.S. banks, with Nu Holdings consolidating at a peak.
Concurrently, two retailers are trending in different directions. It's
unsurprising that projections for the two differ too: Target is anticipated to have weak results, while TJX's results are expected to reflect a long-awaited trade-down from the consumer. The surge observed in Coherent isn't due to earnings, but a new laser. The outlook remains modest for their upcoming results. However, if the stock takes a hit, it might present a good buying opportunity, considering that new products typically influence future earnings rather than immediate results.
00:4415/08/2023
Earnings after the close on August 14, 2023 and before the open on August 15
Home Depot #HD, Sea Limited #SE, On Holding #ONON, Suncor Energy #SU, urban-gro #UGRO, Canoo #GOEV, Cardinal Health #CAH, Navitas Semiconductor #NVTS, Paysafe #PSFE, and Rumble #RUM are among those set to report earnings in the next 24 hours. http://eps.sh/cal
01:1814/08/2023
The Most Anticipated Earnings Releases for the Week of August 14, 2023
Earnings season traditionally concludes this week with
Cisco's earnings report. However, with 175 companies reporting on Monday and only 50 on Tuesday, earnings season effectively concludes before Cisco announces on Wednesday.
On Monday, of the 175 companies reporting, GreenPower Motor
and Suncor Energy are drawing significant investor attention. Investors are notably bullish on GreenPower, and many short sellers have covered their positions after the last quarter's results. Nevertheless, the stock has since retracted to fill the gap, facing considerable resistance. On the other hand, Suncor remains bearish, continuing its downward trend since its late 2022 peak.
2023 has witnessed extensive short covering among hedge
funds. This trend is apparent in Home Depot; where earlier, bets were placed on a declining housing market affecting the stock adversely. Yet, as we approach its earnings release on Tuesday, the stock is back at resistance with the short sellers exiting. Additionally, Sea Limited is on many investors' radars.
By Wednesday, the spotlight will shine on Target and Cisco,
both garnering bearish sentiment. Intriguingly, while Target has faltered with weakened checks throughout the quarter, Cisco is surging to a new pinnacle, attracting short sellers.
Target's struggles seem to be Walmart's boon. Expectations
soar for Walmart's earnings release on Thursday. Simultaneously, short sellers are eyeing a peak in Applied Materials, which consistently exhibits an upward trajectory.
Palo Alto Networks showcased robust results last quarter,
and checks this quarter appear promising. However, the company's late Friday earnings announcement—a time when companies often reveal undesirable news—has alarmed investors, raising concerns about the 2024 guidance. In contrast, Deere has surpassed its November peak, maintaining its positive momentum.
Several stocks, such as Farfetch, Bill.com, and Stride, are anticipated to make double-digit moves this week. However, the expected shifts remain significantly below the average price movements observed in recent quarters.
02:1013/08/2023
Earnings before the open on August 14, 2023
There are a couple of dozen companies reporting before the
open on Monday. Two names that stand out are Embraer #ERJ and monday.com “MNDY. Volatility in Embraer is elevated after
missing estimates last quarter and after the stock briefly broke its trend line; whereas shares of monday.com appear to have broken down despite recent positive data checks. Most of the interest among traders,
however, is in GreenPower Motor #GP, Hut 8 Mining #HUT, and JinkoSolar #JKS, which are all expected to see double-digit moves following earnings.
http://eps.sh/cal
00:3011/08/2023
Earnings after the close on August 10, 2023 and before the open on August 11
We are seeing the tail end of earnings season and, while
there is a large number of earnings releases reporting in the next 24 hours,their total market cap is less than a 10th of the size of Apple. Thus, not a lot of market moving news. Investors are mostly watching IonQ, indie Semiconductor, Gevo, and Zymeworks
00:1910/08/2023
Earnings after the close on August 9, 2023 and before the open On August 10
Did you think earnings season was over? Close to two hundred and 50 companies are reporting later today, with another hundred and 50 slated for tomorrow. Currently, Disney is recovering from its lows. While expectations are muted, they aren't drastically low. Plug Power shares have broken a trend line on substantial volume, eyeing a retest amidst mixed data in its sector. Has The Trade Desk's stock advanced too quickly? The stock is resting at the top of its previous upward channel.
Tomorrow, Capri will announce their results, having postponed their reporting date... that's not usually good. CyberArk shares struggled after a recent breakout attempt, influenced by unsatisfactory results from its industry counterparts. It's been a challenging summer for amusement parks, with Six Flags' stock hovering just above a key support level as they approach their earnings announcement.
http://eps.sh/cal
00:5309/08/2023
Earnings after the close on August 8, 2023 and before the open on August 9
Over 250 companies are set to announce their earnings after the market closes today. Among them is Upstart #UPST, but no one knows what they do. In the meantime, Supermicro #SMCI continues its upward trajectory. While Twilio #TWLO seems to have hit a resistance point despite positive earnings trends, Array's #ARRY initial signs of breaking to new highs post-earnings have reversed, making it look more susceptible to downturns.
By Wednesday morning, the earnings releases will have dwindled by half. Roblox #RBLX takes the spotlight, but investors will also be watching Penn National Gaming #PENN, which is currently on a downtrend. On the flip side, Jack in the Box #JACK is outpacing Wendy’s #WEN.
http://eps.sh/cal
00:4308/08/2023
Earnings after the close on August 7, 2023 and before the open on August 8
Approximately 250 companies are scheduled to announce earnings after today's close and before tomorrow's opening. Palantir, UPS, Lucid, Eli Lilly, and Datadog are the main focus. Notably, Hims & Hers Health attracted significant attention last quarter before earnings, but that interest has dwindled this quarter. While RingCentral shares haven't recovered since their February earnings dip, their earnings have consistently risen. There's optimism that last quarter saw stable conditions, and recent trends show improvement. Despite strong results last quarter, ShockWave lagged behind, with concerns about its 2024 earnings preventing new stock highs.
00:4007/08/2023
The Most Anticipated Earnings Releases for the Week of August 7, 2023
Earnings season decelerates slightly this week, but over 1,000 companies are still slated to report. The spotlight transitions from large-cap stocks to smaller entities.
The highly anticipated earnings release from Palantir $PLTR will be disclosed after Monday's close. The stock recently emerged from a prolonged base, and momentum is currently in its favor. This shift is mirrored in the investor sentiment, which is now at its peak since its 2021 IPO.
Contrastingly, sentiment towards Lucid Motors $LCID remains bearish among investors. Although sentiment is more positive than this time last year, short interest has peaked ahead of its earnings report.
On Tuesday, the focus is on Rivian Automotive $RIVN and AMC.$AMC After Rivian's spring earnings report, short sellers were quick to engage. The stock stabilized and eventually trended upward, yet short sellers persisted, and are holding losses going into earnings. AMC, a noted meme stock, is also seeing high short interest. However, its investor sentiment is nearing an all-time low.
For Wednesday, both Disney $DIS and Plug Power $PLUG are at the forefront. They've experienced unfavorable fundamentals throughout the year, and there's scant evidence to suggest a shift with their imminent earnings announcements. Market consensus anticipates lackluster results from both.
On Thursday, the market's gaze is fixed on Alibaba $BABA, with its stock price reflecting flat expectations. Conversely, Novo Nordisk $NVO enjoys an overwhelmingly positive sentiment—a trend consistent over the past few quarters, as forecasts were consistently revised upwards.
Friday might feel subdued after a bustling week, spotlighting Air Canada $ACDVF and AirScript $AIRS.
The majority of post-earnings movement is predicted for Wednesday, but not two companies whose volatility stands out. SmartRent $SMRT, reporting before Tuesday's open, has options priced for a 46% move—almost three times its average in recent quarters. Likewise, Hydrofarm's $HYFM Wednesday post-close announcement is forecasted to elicit a larger-than-average market reaction. Sentiment favors SmartRent over Hydrofarm.
02:1606/08/2023
Earnings after the close on August 3, 2023 and before the open on August 4
It is the peak of earnings season with the world’s largest
company set to report after the close, but traders are a tad more interested in Amazon this quarter. While it isn’t exactly strong, the stock is hovering over a support area. The focus will be on when AWS growth resumes and potential upside on retail margins. Traders are anticipating a 7.1% move, which is down from the 9.5% average in recent quarters.
Similarly, traders are pricing in a 3.6% move for Apple ahead of earnings, which is below the 4.8% average, with expectations primarily of just steadiness in the results, but the stock is at risk of breaking its
trend line off the January lows.
Meanwhile, Coinbase is pulling back to support after
breaking through $80 on heavy volume, Block is giving back its recent gains, and Airbnb is also pulling back to support while Draft Kings has failed on its acceleration out of its upward trending channel. In total, there are approximately 300 companies set to report earnings after the close.
Tomorrow, before the open, traders are most closely eying fuboTV and Nikola – two stocks that have lagged over the past year even as earnings estimates have moved higher, but Frontier Communications has shown signs of capitulation ahead of earnings.
01:2003/08/2023
Earnings after the close on August 2, 2023 and before the open on August 3
There are 550 companies set to report earnings in the next 24 hours. Investors are most closely watching PayPal (PYPL), with expectations for a 9.0% move as the stock nears resistance. Sentiment has improved
during the quarter, but investors remain rather bearish the stock. Investors are similarly watching Shopify (SHOP) this quarter and while options are priced for an 11.2% move, this is well below the average of 16.6% over the past several quarters. One significant difference is investors have been bullish the stock for most of 2023, but there is little evidence sentiment is excessive. Investors will also be watching
Anheuser-Busch InBev (BUD), Qualcomm (QCOM), Occidental Petroleum (OXY), Unity (U), Robinhood Markets (HOOD), MercadoLibre (MELI), Etsy, and Warner Bros Discovery (WBD).
00:5102/08/2023
Earnings after the close on August 1, 2023 and before the open on August 2
There are approximately 300 companies scheduled to report earnings after the market closes today and before the market opens tomorrow. Among the companies reporting after the close today, AMD is likely to be the focus of investors' attention, with an options implied move of 7.85%, higher than its recent average move of 6.5%. Investor bullishness is at its highest level since late 2021. Other companies to watch post-market include Devon Energy, which has broken a trend line ahead of earnings. Starbucks, Pinterest, and MicroStrategy. CarParts dot com is also notable and expected to be particularly volatile, with options pricing in a 28.9% move, significantly higher than its average move of 10.4%. Looking ahead to the opening bell tomorrow, CVS Health, Humana, Generac, Perion Network, and Builders FirstSource will be in the spotlight.
00:5801/08/2023
Earnings after the close on July 31, 2023 and Before the open on August 1
Tomorrow will be a bustling day in the financial markets with approximately one hundred and 75 companies scheduled to report earnings after the market closes today and before it opens tomorrow. Among these companies are Norwegian Cruise Line NCLH, Uber Technologies UBER, Pfizer PFE, Arista Networks ANET, Caterpillar CAT, Enterprise Products Partners EPD, Merck MRK, Transocean RIG, JetBlue Airways JBLU, and SunPower SPWR. Ahead of their earnings reports, it's worth noting that Diamondback Energy FANG, Western Digital WDC, and Yum China YUMC are showing promising signs of breaking out. However, Merck seems to be on a downward trend, and it would be wise to approach this particular stock with caution until more positive indicators emerge. http://eps.sh/cal
00:4131/07/2023
Earnings for the Week of July 31, 2023
We delve into an incredibly busy week for S&P 500 earnings, with a record number of companies scheduled to report. We kick off with a deep dive into SoFi and Onsemi's earnings announcement, scheduled for before the market open on Monday. Despite SoFi's impressive 46% rally since its last earnings, the investor community holds a bearish view. Onsemi, meanwhile, is facing investor skepticism despite hitting a 52-week high.
The episode also examines the investor sentiment for AMD and Norwegian Cruise Line. AMD enjoys peak bullish sentiment despite missing whisper expectations last quarter, while Norwegian Cruise Line, even after hitting a 52-week high, is marred by a bearish sentiment. We also discuss the contrasting investor sentiment for PayPal, which has hit a new low, and Shopify, which is riding on investor optimism, both slated to report earnings on Wednesday.
A substantial portion of the episode is dedicated to the market heavyweights - Amazon and Apple. They are the major focus among more than 400 companies reporting earnings on Thursday. Amazon sees its highest investor sentiment since late 2021, while Apple, though modestly bullish ahead of earnings, starkly contrasts its sentiment measure hitting a decade-low at the start of the year.
Our final focus of the week lies on fuboTV and Nikola's earnings announcement on Friday. Despite rising earnings estimates over the past year, their stock prices have trended lower, reflected in their investor sentiment.
Moreover, amid approximately 1200 companies releasing their earnings reports this week, our podcast sheds light on companies with elevated volatility - DermTech, Puma Biotechnology, FIGS, and Rover. Options are pricing in greater than usual moves, following their double-digit earnings swings over the past several quarters.
04:1030/07/2023