Earnings Whispers - August 9, 2025

Most Anticipated Releases for the Week Beginning Monday, August 11, 2025

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A calendar of upcoming earnings releases by time of day and sorted by interest among traders
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Oklo is Expected to Beat Estimates

Logo for Oklo Inc.Oklo (OKLO) is confirmed to report earnings on Monday, August 11, 2025 at approximately 4:30 PM ET. The consensus estimate is a loss of $0.12 per share on revenue of $1.50 million, and the Earnings Whisper ® number is a loss of $0.10 per share. Investors are bearish going into the company's earnings release but with 63.4% expecting a beat. Short interest has increased by 5.0% since the company's last earnings release while the stock has drifted higher by 118.0% from its open following the earnings release to be 105.6% above its 200 day moving average of $36.64. Overall earnings estimates have been revised higher since the company's last earnings release. On Thursday, July 24, 2025 there was some notable buying of 33,589 contracts of the $80.00 call expiring on Friday, September 19, 2025.

Chart for Oklo Inc.

BigBear.ai is Expected to Report In-line with Estimates

Logo for BigBear.aiBigBear.ai (BBAI) is confirmed to report earnings on Monday, August 11, 2025 at approximately 4:15 PM ET. The consensus estimate is a loss of $0.06 per share on revenue of $40.99 million, representing 3.0% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.06 per share. Investors are bearish going into the company's earnings release but with 60.5% expecting a beat. Short interest has increased by 24.2% since the company's last earnings release while the stock has drifted higher by 128.8% from its open following the earnings release to be 72.0% above its 200 day moving average of $4.15. Overall earnings estimates have been revised lower since the company's last earnings release. On Friday, August 08, 2025 there was some notable buying of 17,765 contracts of the $7.00 put and 11,211 contracts of the $7.50 call expiring on Friday, August 15, 2025.

CoreWeave is Expected to Beat Estimates

Logo for CoreWeave, Inc.CoreWeave (CRWV) is confirmed to report earnings on Tuesday, August 12, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $0.20 per share on revenue of $1.08 billion, and the Earnings Whisper ® number is a loss of $0.17 per share. Investors are bearish going into the company's earnings release but with 74.2% expecting a beat. Short interest has increased by 37.7% since the company's last earnings release while the stock has drifted higher by 88.1% from its open following the earnings release. 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 16,761 contracts of the $280.00 call expiring on Friday, August 15, 2025.

monday.com is Expected to Beat Estimates

Logo for monday.com Ltd.monday.com (MNDY) is confirmed to report earnings on Monday, August 11, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.86 per share on revenue of $293.15 million, representing 24.2% year-over-year revenue growth, and the Earnings Whisper ® number is $0.97 per share. The company's guidance was for revenue of $292.00 million to $294.00 million. Investors are bearish going into the company's earnings release but with 54.0% expecting a beat. Short interest has increased by 36.4% since the company's last earnings release while the stock has drifted lower by 13.8% from its open following the earnings release to be 9.2% below its 200 day moving average of $273.30. Overall earnings estimates have been revised higher since the company's last earnings release. On Thursday, August 07, 2025 there was some notable buying of 2,022 contracts of the $210.00 put expiring on Friday, September 19, 2025.

AMC Entertainment is Expected to Beat Estimates

Logo for AMC Entertainment Holdings, IncAMC Entertainment (AMC) is confirmed to report earnings on Monday, August 11, 2025 at approximately 4:15 PM ET. The consensus estimate is a loss of $0.04 per share on revenue of $1.35 billion, representing 31.0% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.02 per share. Investors are bullish going into the company's earnings release with 71.1% expecting a beat. Short interest has increased by 13.2% since the company's last earnings release while the stock has drifted higher by 8.9% from its open following the earnings release to be 14.5% below its 200 day moving average of $3.43. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, August 08, 2025 there was some notable buying of 21,176 contracts of the $3.00 call expiring on Friday, August 15, 2025.

AST SpaceMobile is Expected to Beat Estimates

Logo for AST SpaceMobile, Inc.AST SpaceMobile (ASTS) is confirmed to report earnings on Monday, August 11, 2025 at approximately 4:30 PM ET. The consensus estimate is a loss of $0.19 per share on revenue of $5.15 million, representing 472.2% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.17 per share. Investors are bearish going into the company's earnings release but with 78.6% expecting a beat. Short interest has decreased by 2.4% since the company's last earnings release while the stock has drifted higher by 80.0% from its open following the earnings release to be 56.7% above its 200 day moving average of $29.75. Overall earnings estimates have been revised lower since the company's last earnings release. On Friday, August 08, 2025 there was some notable buying of 28,801 contracts of the $43.00 put and 21,188 contracts of the $51.00 call expiring on Friday, August 15, 2025.

Rigetti Computing is Expected to Beat Estimates

Logo for Rigetti Computing IncRigetti Computing (RGTI) is confirmed to report earnings on Tuesday, August 12, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $0.05 per share on revenue of $1.91 million, a decline of 38.1% year-over-year, and the Earnings Whisper ® number is a loss of $0.03 per share. Investors are bullish going into the company's earnings release with 80.5% expecting a beat. Short interest has decreased by 17.0% since the company's last earnings release while the stock has drifted higher by 50.6% from its open following the earnings release to be 55.6% above its 200 day moving average of $9.92. Overall earnings estimates have been revised lower since the company's last earnings release. On Friday, August 08, 2025 there was some notable buying of 50,204 contracts of the $14.00 put and 49,293 contracts of the $16.50 call expiring on Friday, August 15, 2025.

Barrick Mining is Expected to Beat Estimates

Logo for Barrick Mining CorporationBarrick Mining (B) is confirmed to report earnings on Monday, August 11, 2025 at approximately 6:30 AM ET. The consensus earnings estimate is $0.47 per share on revenue of $15.23 billion, representing 3,884.5% year-over-year revenue growth, and the Earnings Whisper ® number is $0.49 per share. Investors are bearish going into the company's earnings release but with 58.8% expecting a beat. On Friday, August 01, 2025 there was some notable buying of 12,567 contracts of the $23.00 call expiring on Friday, August 15, 2025.

Archer Aviation is Expected to Beat Estimates

Logo for Archer Aviation IncArcher Aviation (ACHR) is confirmed to report earnings on Monday, August 11, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $0.20 per share on revenue of $5.07 million, and the Earnings Whisper ® number is a loss of $0.17 per share. Investors are bearish going into the company's earnings release but with 69.7% expecting a beat. Short interest has increased by 40.4% since the company's last earnings release while the stock has drifted higher by 2.9% from its open following the earnings release to be 11.1% above its 200 day moving average of $8.75. Overall earnings estimates have been revised higher since the company's last earnings release. On Wednesday, July 30, 2025 there was some notable buying of 22,138 contracts of the $9.50 put expiring on Friday, August 15, 2025.

Cisco Systems is Expected to Beat Estimates

Logo for Cisco Systems, Inc.Cisco Systems (CSCO) is confirmed to report earnings on Wednesday, August 13, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.98 per share on revenue of $14.61 billion, representing 7.1% year-over-year revenue growth, and the Earnings Whisper ® number is $1.01 per share. The company's guidance was for earnings of $0.96 to $0.98 per share on revenue of $14.50 billion to $14.70 billion. Investors are bullish going into the company's earnings release with 63.0% expecting a beat. Short interest has increased by 2.5% since the company's last earnings release while the stock has drifted higher by 13.8% from its open following the earnings release to be 17.1% above its 200 day moving average of $61.33. Overall earnings estimates have been revised higher since the company's last earnings release. On Thursday, August 07, 2025 there was some notable buying of 7,799 contracts of the $60.00 put expiring on Friday, January 16, 2026.

A list showing logos of companies scheduled to report earnings in the coming week based on expected moves.

Karyopharm Therapeutics is Scheduled to Report on Monday, August 11, 2025

Logo for Karyopharm Therapeutics Inc before the market opens. The consensus estimate is a loss of $3.80 per share on revenue of $40.08 million, a decline of 6.3% year-over-year. Investors are bearish going into the company's earnings release but expect in-line results. Short interest has increased by 4.5% since the company's last earnings release while the stock has drifted lower by 31.5% from its open following the earnings release. Overall earnings estimates have been revised lower since the company's last earnings release. On Tuesday, July 15, 2025 there was some notable buying of 2,575 contracts of the $2.50 put expiring on Friday, August 15, 2025.

Chart for Karyopharm Therapeutics Inc

This earnings season, trade the stocks that are most likely to outperform

The Earnings Whisper Grade is a tool meticulously designed to harness the consistent, time-tested phenomenon of Post-earnings Announcement Drift (PEAD). When a stock is highly disliked yet the company's results are strong, it often receives a favorable Earnings Whisper Grade, indicating a likelihood to outperform the overall stock market by holding it over the subsequent quarter. Conversely, stocks that are widely loved but report weak results are more likely to lag behind the market and may even decline during bull markets. We synthesize this data into a quantifiable grade, offering a strategic asset to enhance your portfolio's performance this earnings season.

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A summary of biggest guidance and earnings surprises, along with the biggests movers for the week.

Palantir Technologies Beat Expectations

Logo for Palantir Technologies Inc.Palantir Technologies (PLTR) reported earnings of $0.16 per share on revenue of $1.00 billion for the second quarter ended June 2025. The consensus earnings estimate was $0.14 per share on revenue of $938.34 million. The Earnings Whisper number was $0.15 per share. The company beat expectations by 6.67% while revenue grew 48.01% on a year-over-year basis.

The company said it expects third quarter revenue of $1.083 billion to $1.087 billion and 2025 revenue of $4.142 billion to $4.150 billion. The company's previous guidance was 2025revenue of $3.89 billion to $3.902 billion. The current consensus revenue estimate is $988.10 million for the quarter ending September 30, 2025 and revenue of $3.92 billion for the year ending December 31, 2025.

“This was a phenomenal quarter. We continue to see the astonishing impact of AI leverage. Our Rule of 40 score was 94%, once again obliterating the metric. Year-over-year growth in our U.S. business surged to 68%, and year-over-year growth in U.S. commercial climbed to 93%. We are guiding to the highest sequential quarterly revenue growth in our company’s history, representing 50% year-over-year growth,” said Alex C. Karp, Co-Founder and Chief Executive Officer of Palantir Technologies.

Palantir Technologies Inc. is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments.

Chart for Palantir Technologies Inc.

Advanced Micro Devices Missed Expectations

Logo for Advanced Micro Devices, Inc.Advanced Micro Devices (AMD) reported earnings of $0.48 per share on revenue of $7.69 billion for the second quarter ended June 2025. The consensus earnings estimate was $0.49 per share on revenue of $7.41 billion. The Earnings Whisper number was $0.51 per share. The company missed expectations by 5.88% while revenue grew 31.71% on a year-over-year basis.

The company said it expects third quarter revenue of $8.40 billion to $9.00 billion. The current consensus revenue estimate is $8.18 billion for the quarter ending September 30, 2025.

“We delivered strong revenue growth in the second quarter led by record server and PC processor sales,” said Dr. Lisa Su, AMD Chair and CEO. “We are seeing robust demand across our computing and AI product portfolio and are well positioned to deliver significant growth in the second half of the year, driven by the ramp of our AMD Instinct MI350 series accelerators and ongoing EPYC and Ryzen processor share gains.”

Advanced Micro Devices Inc is a semiconductor company with facilities around the world. It operates in two segments: Computing Solutions and Graphics and Visual Solutions.

Supermicro Missed Expectations

Logo for SupermicroSupermicro (SMCI) reported earnings of $0.41 per share on revenue of $5.76 billion for the fiscal fourth quarter ended June 2025. The consensus earnings estimate was $0.44 per share on revenue of $5.99 billion. The Earnings Whisper number was $0.48 per share. The company missed expectations by 14.58% while revenue grew 8.45% on a year-over-year basis.

The company said it expects first quarter non-GAAP earnings of $0.40 to $0.52 per share on revenue of $6.00 billion to $7.00 billion. The current consensus earnings estimate is $0.60 per share on revenue of $6.61 billion for the quarter ending September 30, 2025.

“We made solid progress in FY25 by growing our AI solution leadership in Neoclouds, CSPs, Enterprises, and Sovereign entities, which fueled our 47% annual growth,” said Charles Liang, Founder, President and CEO of Supermicro.

Super Micro Computer Inc is a server technology and green computing company. It develops and provides high performance server solutions based upon an modular and open-standard architecture.

Hims & Hers Health Missed Expectations

Logo for Hims & Hers Health, Inc.Hims & Hers Health (HIMS) reported earnings of $0.17 per share on revenue of $544.83 million for the second quarter ended June 2025. The consensus earnings estimate was $0.18 per share on revenue of $551.84 million. The Earnings Whisper number was $0.24 per share. The company missed expectations by 29.17% while revenue grew 72.61% on a year-over-year basis.

The company said it expects third quarter revenue of $570.0 million to $590.0 million and continues to expect 2025 revenue of $2.30 billion to $2.40 billion. The current consensus revenue estimate is $583.31 million for the quarter ending September 30, 2025 and revenue of $2.35 billion for the year ending December 31, 2025.

“It’s never been more clear that we are delivering exactly what millions of people have been waiting for: access to personalized, high-quality care that meets people where they are. From the momentum of our business to the results our customers are achieving, we are more confident than ever that our model is helping people optimize their health and realize the benefits of precision medicine,” said Andrew Dudum, co-founder and CEO. “We believe we’re entering an exciting period of growth where we’ll enter new, high-impact specialties that bring millions of people in need of care into the market. We expect this broadening offering will transform our platform from a place where customers come to solve a single issue, to one where customers can proactively manage their overall health.”

Hims & Hers is a multi-specialty telehealth platform that connects consumers to licensed healthcare professionals, enabling them to access high-quality medical care for numerous conditions related to primary care, mental health, sexual health, dermatology, and more.

AppLovin Beat Expectations

Logo for AppLovin CorporationAppLovin (APP) reported earnings of $2.26 per share on revenue of $1.26 billion for the second quarter ended June 2025. The consensus earnings estimate was $1.99 per share on revenue of $1.21 billion. The Earnings Whisper number was $2.15 per share. The company beat expectations by 5.12% while revenue grew 16.54% on a year-over-year basis.

The company said it expects third quarter revenue of $1.32 billion to $1.34 billion. The current consensus revenue estimate is $1.31 billion for the quarter ending September 30, 2025.

Adam Foroughi, CEO, said, "Q2 2025 was another great quarter. Driven by continued strength in gaming advertising. Our growth comes from improved technology, increased demand, as well as from supply-side expansion."

AppLovin’s leading marketing platform provides developers a powerful set of solutions to grow their mobile apps.



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