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Palantir Technologies is Expected to Beat Estimates Palantir Technologies (PLTR) is confirmed to report earnings on Monday, August 4, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.14 per share on revenue of $938.34 million, representing 38.4% year-over-year revenue growth, and the Earnings Whisper ® number is $0.15 per share. The company's guidance was for revenue of $934.00 million to $938.00 million. Investors are bullish going into the company's earnings release with 67.9% expecting a beat. Short interest has increased by 5.7% since the company's last earnings release while the stock has drifted higher by 36.9% from its open following the earnings release to be 60.4% above its 200 day moving average of $96.17. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, August 01, 2025 there was some notable buying of 30,010 contracts of the $165.00 call expiring on Friday, August 08, 2025.
Advanced Micro Devices is Expected to Beat Estimates Advanced Micro Devices (AMD) is confirmed to report earnings on Tuesday, August 5, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $0.49 per share on revenue of $7.41 billion, representing 27.0% year-over-year revenue growth, and the Earnings Whisper ® number is $0.51 per share. The company's guidance was for revenue of $7.10 billion to $7.70 billion. Investors are bullish going into the company's earnings release with 77.3% expecting a beat. Short interest has increased by 0.6% since the company's last earnings release while the stock has drifted higher by 70.4% from its open following the earnings release to be 39.7% above its 200 day moving average of $122.93. Overall earnings estimates have been revised lower since the company's last earnings release. On Friday, August 01, 2025 there was some notable buying of 30,052 contracts of the $190.00 call expiring on Friday, August 08, 2025.
Supermicro is Expected to Beat Estimates Supermicro (SMCI) is confirmed to report earnings on Tuesday, August 5, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.44 per share on revenue of $5.99 billion, representing 12.8% year-over-year revenue growth, and the Earnings Whisper ® number is $0.48 per share. The company's guidance was for earnings of $0.40 to $0.50 per share on revenue of $5.60 billion to $6.40 billion. Investors are bearish going into the company's earnings release but with 73.0% expecting a beat. Short interest has decreased by 11.3% since the company's last earnings release while the stock has drifted higher by 82.1% from its open following the earnings release to be 45.6% above its 200 day moving average of $38.89. Overall earnings estimates have been revised lower since the company's last earnings release. On Tuesday, July 29, 2025 there was some notable buying of 53,017 contracts of the $60.00 call expiring on Friday, September 19, 2025.
Hims & Hers Health is Expected to Beat Estimates Hims & Hers Health (HIMS) is confirmed to report earnings on Monday, August 4, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.18 per share on revenue of $551.84 million, representing 74.8% year-over-year revenue growth, and the Earnings Whisper ® number is $0.24 per share. The company's guidance was for revenue of $530.00 million to $550.00 million. Investors are bearish going into the company's earnings release but with 64.0% expecting a beat. Short interest has increased by 7.6% since the company's last earnings release while the stock has drifted higher by 63.2% from its open following the earnings release to be 59.3% above its 200 day moving average of $39.26. Overall earnings estimates have been revised lower since the company's last earnings release. On Thursday, July 24, 2025 there was some notable buying of 36,272 contracts of the $40.00 put expiring on Friday, August 15, 2025.
MercadoLibre is Expected to Beat Estimates MercadoLibre (MELI) is confirmed to report earnings on Monday, August 4, 2025 at approximately 4:00 PM ET. The consensus earnings estimate is $12.01 per share on revenue of $6.52 billion, representing 28.5% year-over-year revenue growth, and the Earnings Whisper ® number is $13.35 per share. Investors are bullish going into the company's earnings release with 78.0% expecting a beat. Short interest has decreased by 14.4% since the company's last earnings release while the stock has drifted lower by 3.8% from its open following the earnings release to be 12.1% above its 200 day moving average of $2,118.69. Overall earnings estimates have been revised higher since the company's last earnings release.
Celsius is Expected to Beat Estimates Celsius (CELH) is confirmed to report earnings on Thursday, August 7, 2025 at approximately 6:00 AM ET. The consensus earnings estimate is $0.23 per share on revenue of $636.34 million, representing 58.3% year-over-year revenue growth, and the Earnings Whisper ® number is $0.26 per share. Investors are bearish going into the company's earnings release but with 95.9% expecting a beat. Short interest has decreased by 21.2% since the company's last earnings release while the stock has drifted higher by 34.6% from its open following the earnings release to be 34.1% above its 200 day moving average of $33.36. Overall earnings estimates have been revised lower since the company's last earnings release. On Thursday, July 24, 2025 there was some notable buying of 6,407 contracts of the $55.00 call expiring on Friday, January 16, 2026.
D-Wave Quantum is Expected to Beat Estimates D-Wave Quantum (QBTS) is confirmed to report earnings on Thursday, August 7, 2025 at approximately 7:00 AM ET. The consensus estimate is a loss of $0.06 per share on revenue of $2.52 million, representing 15.4% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.04 per share. Investors are bearish going into the company's earnings release but with 83.7% expecting a beat. Short interest has increased by 13.8% since the company's last earnings release while the stock has drifted higher by 88.9% from its open following the earnings release to be 91.7% above its 200 day moving average of $8.54. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, July 21, 2025 there was some notable buying of 9,937 contracts of the $22.00 call expiring on Friday, August 15, 2025.
AppLovin is Expected to Beat Estimates AppLovin (APP) is confirmed to report earnings on Wednesday, August 6, 2025 at approximately 4:10 PM ET. The consensus earnings estimate is $1.99 per share on revenue of $1.21 billion, representing 12.0% year-over-year revenue growth, and the Earnings Whisper ® number is $2.15 per share. Investors are bullish going into the company's earnings release with 77.5% expecting a beat. Short interest has decreased by 4.6% since the company's last earnings release while the stock has drifted higher by 10.2% from its open following the earnings release to be 19.1% above its 200 day moving average of $318.24. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, August 01, 2025 there was some notable buying of 5,234 contracts of the $560.00 call expiring on Friday, August 15, 2025.
Axon Enterprise is Expected to Beat Estimates Axon Enterprise (AXON) is confirmed to report earnings on Monday, August 4, 2025 at approximately 4:00 PM ET. The consensus earnings estimate is $1.46 per share on revenue of $642.19 million, representing 27.4% year-over-year revenue growth, and the Earnings Whisper ® number is $1.55 per share. Investors are bullish going into the company's earnings release with 86.8% expecting a beat. Short interest has increased by 5.2% since the company's last earnings release while the stock has drifted higher by 14.9% from its open following the earnings release to be 18.8% above its 200 day moving average of $624.96. Overall earnings estimates have been revised lower since the company's last earnings release.
Eli Lilly is Expected to Miss Estimates Eli Lilly (LLY) is confirmed to report earnings on Thursday, August 7, 2025 at approximately 6:45 AM ET. The consensus earnings estimate is $5.61 per share on revenue of $14.66 billion, representing 29.7% year-over-year revenue growth, and the Earnings Whisper ® number is $5.54 per share. Investors are bearish going into the company's earnings release but with 88.9% expecting a beat. Short interest has increased by 19.0% since the company's last earnings release while the stock has drifted lower by 9.7% from its open following the earnings release to be 4.8% below its 200 day moving average of $800.57. Overall earnings estimates have been revised lower since the company's last earnings release. On Thursday, July 24, 2025 there was some notable buying of 5,079 contracts of the $1,200.00 call expiring on Friday, December 19, 2025.
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CytomX Therapeutics is Expected to Beat Estimates after the market closes. The consensus estimate is a loss of $0.06 per share on revenue of $19.10 million, a decline of 23.9% year-over-year, and the Earnings Whisper ® number is $0.02 per share. Investors are bullish going into the company's earnings release but expect in-line results. Short interest has increased by 145.0% since the company's last earnings release while the stock has drifted higher by 23.7% from its open following the earnings release to be 81.6% above its 200 day moving average of $1.29. Overall earnings estimates have been revised higher since the company's last earnings release.
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Apple Beat Expectations Apple (AAPL) reported earnings of $1.57 per share on revenue of $94.04 billion for the fiscal third quarter ended June 2025. The consensus earnings estimate was $1.42 per share on revenue of $88.53 billion. The Earnings Whisper number was $1.46 per share. The company beat expectations by 7.53% while revenue grew 9.63% on a year-over-year basis.
The company said during its conference call it expects fourth quarter revenue growth in the mid to high single digits, which implies revenue of $98.25 billion to $103.47 billion, and with gross margins of 46% to 47%, it implies earnings of $1.63 to $1.83 per share. The current consensus earnings estimate is $1.61 per share on revenue of $97.85 billion for the quarter ending September 30, 2025.
“Today Apple is proud to report a June quarter revenue record with double-digit growth in iPhone, Mac and Services and growth around the world, in every geographic segment,” said Tim Cook, Apple’s CEO. “At WWDC25, we were excited to introduce a beautiful new software design that extends across all of our platforms, and we announced even more great Apple Intelligence features.”
Apple Inc designs, manufactures, & markets mobile communication & media devices, personal computers, & portable digital music players, & sells a variety of related software, services, accessories, networking solutions, & third-party digital content.
Amazon.com Beat Expectations Amazon.com (AMZN) reported earnings of $1.68 per share on revenue of $167.70 billion for the second quarter ended June 2025. The consensus earnings estimate was $1.33 per share on revenue of $162.17 billion. The Earnings Whisper number was $1.47 per share. The company beat expectations by 14.29% while revenue grew 13.33% on a year-over-year basis.
The company said it expects third quarter revenue of $174.0 billion to $179.5 billion. The current consensus revenue estimate is $172.9 billion for the quarter ending September 30, 2025.
“Our conviction that AI will change every customer experience is starting to play out as we’ve expanded Alexa+ to millions of customers, continue to see our shopping agent used by many millions of customers, launched AI models like DeepFleet that optimize productivity paths for our 1M+ robots, made it much easier for software developers to write code with Kiro (our new agentic IDE), launched Strands to make it easier to build AI agents, and released Bedrock AgentCore to enable agents to be operated securely and scalably,” said Andy Jassy, President and CEO, Amazon. “Our AI progress across the board continues to improve our customer experiences, speed of innovation, operational efficiency, and business growth, and I’m excited for what lies ahead.”
Amazon.com Inc is an online retailer. The Company sells its products through the website which provides services, such as advertising services and co-branded credit card agreements. It also offers electronic devices like Kindle e-readers and Fire tablets.
UnitedHealth Group Missed Expectations UnitedHealth Group (UNH) reported earnings of $4.08 per share on revenue of $111.62 billion for the second quarter ended June 2025. The consensus earnings estimate was $4.84 per share on revenue of $111.60 billion. The Earnings Whisper number was $4.45 per share. The company missed expectations by 8.31% while revenue grew 12.91% on a year-over-year basis.
The company said it expects 2025 earnings of at least $16.00 per share. The company's previous guidance was earnings of $26.00 to $26.50 per share and the current consensus earnings estimate is $21.15 per share for the year ending December 31, 2025.
UnitedHealth Group is a health care and well-being company with a mission to help people live healthier lives and help make the health system work better for everyone through two distinct and complementary businesses.
Meta Platforms Beat Expectations Meta Platforms (META) reported earnings of $7.14 per share on revenue of $47.52 billion for the second quarter ended June 2025. The consensus earnings estimate was $5.83 per share on revenue of $44.69 billion. The Earnings Whisper number was $6.18 per share. The company beat expectations by 15.53% while revenue grew 21.61% on a year-over-year basis.
The company said it expects third quarter revenue of $47.50 billion to $50.50 billion. The current consensus revenue estimate is $45.97 billion for the quarter ending September 30, 2025.
"We've had a strong quarter both in terms of our business and community," said Mark Zuckerberg, Meta founder and CEO. "I'm excited to build personal superintelligence for everyone in the world."
Meta builds technologies that help people connect, find communities, and grow businesses.
Microsoft Beat Expectations Microsoft (MSFT) reported earnings of $3.65 per share on revenue of $76.44 billion for the fiscal fourth quarter ended June 2025. The consensus earnings estimate was $3.35 per share on revenue of $73.71 billion. The Earnings Whisper number was $3.51 per share. The company beat expectations by 3.99% while revenue grew 18.10% on a year-over-year basis.
The company said during its conference call it expects first quarter revenue of $74.70 billion to $75.80 billion. The current consensus revenue estimate is $73.72 billion for the quarter ending September 30, 2025.
Microsoft Corp is engaged in designing, manufacturing, selling devices, and online advertising to a global customer audience. Its products include operating systems for computing devices, servers, phones, and other intelligent devices.
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