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Palo Alto Networks is Expected to Beat Estimates Palo Alto Networks (PANW) is confirmed to report earnings on Monday, August 18, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.89 per share on revenue of $2.50 billion, representing 14.2% year-over-year revenue growth, and the Earnings Whisper ® number is $0.90 per share. The company's guidance was for earnings of $0.87 to $0.89 per share on revenue of $2.49 billion to $2.51 billion. Investors are bearish going into the company's earnings release but with 62.1% expecting a beat. Short interest has increased by 36.4% since the company's last earnings release while the stock has drifted lower by 4.2% from its open following the earnings release to be 5.0% below its 200 day moving average of $186.50. Overall earnings estimates are unchanged since the company's last earnings release. On Thursday, July 31, 2025 there was some notable buying of 9,145 contracts of the $180.00 call expiring on Friday, January 16, 2026.
Walmart is Expected to Beat Estimates Walmart (WMT) is confirmed to report earnings on Thursday, August 21, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.73 per share on revenue of $175.35 billion, representing 3.6% year-over-year revenue growth, and the Earnings Whisper ® number is $0.75 per share. The company's guidance was for revenue of $173.67 billion to $175.35 billion. Investors are bullish going into the company's earnings release with 71.8% expecting a beat. Short interest has decreased by 22.5% since the company's last earnings release while the stock has drifted higher by 6.0% from its open following the earnings release to be 6.3% above its 200 day moving average of $94.09. Overall earnings estimates have been revised higher since the company's last earnings release. On Wednesday, August 13, 2025 there was some notable buying of 6,588 contracts of the $94.00 put expiring on Friday, September 05, 2025.
Target is Expected to Miss Estimates Target (TGT) is confirmed to report earnings on Wednesday, August 20, 2025 at approximately 6:30 AM ET. The consensus earnings estimate is $2.06 per share on revenue of $24.88 billion, a decline of 2.2% year-over-year, and the Earnings Whisper ® number is $2.00 per share. Investors are bearish going into the company's earnings release but with 60.0% expecting a beat. Short interest has decreased by 8.3% since the company's last earnings release while the stock has drifted higher by 12.6% from its open following the earnings release to be 10.5% below its 200 day moving average of $115.16. Overall earnings estimates have been revised lower since the company's last earnings release. On Wednesday, August 13, 2025 there was some notable buying of 8,936 contracts of the $110.00 call and 8,803 contracts of the $95.00 put expiring on Friday, August 22, 2025.
Home Depot is Expected to Beat Estimates Home Depot (HD) is confirmed to report earnings on Tuesday, August 19, 2025 at approximately 6:00 AM ET. The consensus earnings estimate is $4.71 per share on revenue of $45.51 billion, representing 5.4% year-over-year revenue growth, and the Earnings Whisper ® number is $4.77 per share. Investors are bullish going into the company's earnings release with 58.6% expecting a beat. Short interest has increased by 12.9% since the company's last earnings release while the stock has drifted higher by 3.4% from its open following the earnings release to be 4.8% above its 200 day moving average of $381.06. Overall earnings estimates have been revised lower since the company's last earnings release. On Wednesday, August 13, 2025 there was some notable buying of 2,041 contracts of the $410.00 call expiring on Friday, August 22, 2025.
Estée Lauder Companies is Expected to Beat Estimates Estée Lauder Companies (EL) is confirmed to report earnings on Wednesday, August 20, 2025 at approximately 6:00 AM ET. The consensus earnings estimate is $0.08 per share on revenue of $3.40 billion, a decline of 12.2% year-over-year, and the Earnings Whisper ® number is $0.15 per share. Investors are bullish going into the company's earnings release with 45.8% expecting a beat. Short interest has increased by 58.0% since the company's last earnings release while the stock has drifted higher by 53.8% from its open following the earnings release to be 24.9% above its 200 day moving average of $72.84. Overall earnings estimates have been revised lower since the company's last earnings release. On Wednesday, July 30, 2025 there was some notable buying of 6,838 contracts of the $95.00 call and 6,629 contracts of the $95.00 put expiring on Friday, September 19, 2025.
Zoom Communications is Expected to Beat Estimates Zoom Communications (ZM) is confirmed to report earnings on Thursday, August 21, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $1.38 per share on revenue of $1.20 billion, representing 3.2% year-over-year revenue growth, and the Earnings Whisper ® number is $1.45 per share. The company's guidance was for earnings of $1.36 to $1.37 per share on revenue of $1.20 billion to $1.20 billion. Investors are bullish going into the company's earnings release with 65.0% expecting a beat. Short interest has decreased by 0.1% since the company's last earnings release while the stock has drifted lower by 9.3% from its open following the earnings release to be 6.7% below its 200 day moving average of $78.41. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, August 11, 2025 there was some notable buying of 6,177 contracts of the $72.00 call expiring on Friday, September 12, 2025.
Freightos is Expected to Beat Estimates Freightos (CRGO) is confirmed to report earnings on Monday, August 18, 2025 at approximately 7:00 AM ET. The consensus estimate is a loss of $0.09 per share on revenue of $7.06 million, representing 24.8% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.08 per share. The company's guidance was for revenue of $7.00 million to $7.10 million. Investors are bullish going into the company's earnings release with 26.3% expecting a beat. Short interest has increased by 23.7% since the company's last earnings release while the stock has drifted higher by 50.5% from its open following the earnings release. Overall earnings estimates have been revised higher since the company's last earnings release.
Blink Charging is Expected to Beat Estimates Blink Charging (BLNK) is confirmed to report earnings on Monday, August 18, 2025 at approximately 4:00 PM ET. The consensus estimate is a loss of $0.17 per share on revenue of $23.03 million, a decline of 30.8% year-over-year, and the Earnings Whisper ® number is a loss of $0.15 per share. Investors are bearish going into the company's earnings release but expect in-line results. Short interest has decreased by 29.3% since the company's last earnings release while the stock has drifted higher by 20.4% from its open following the earnings release to be 16.7% below its 200 day moving average of $1.13. Overall earnings estimates have been revised lower since the company's last earnings release.
Toll Brothers is Expected to Beat Estimates Toll Brothers (TOL) is confirmed to report earnings on Tuesday, August 19, 2025 at approximately 4:30 PM ET. The consensus earnings estimate is $3.59 per share on revenue of $2.85 billion, representing 4.5% year-over-year revenue growth, and the Earnings Whisper ® number is $3.81 per share. The company's guidance was for revenue of $2.70 billion to $2.96 billion. Investors are bullish going into the company's earnings release with 73.3% expecting a beat. Short interest has decreased by 18.1% since the company's last earnings release while the stock has drifted higher by 22.1% from its open following the earnings release to be 8.0% above its 200 day moving average of $120.83. Overall earnings estimates have been revised lower since the company's last earnings release. On Wednesday, August 06, 2025 there was some notable buying of 1,002 contracts of the $125.00 put expiring on Friday, September 19, 2025.
Amer Sports, Inc. is Expected to Beat Estimates Amer Sports, Inc. (AS) is confirmed to report earnings on Tuesday, August 19, 2025 at approximately 6:00 AM ET. The consensus earnings estimate is $0.02 per share on revenue of $1.19 billion, representing 19.7% year-over-year revenue growth, and the Earnings Whisper ® number is $0.03 per share. The company's guidance was for results to range from breakeven to earnings of $0.02 per share on revenue of $1.15 billion to $1.17 billion. Investors are bullish going into the company's earnings release with 50.0% expecting a beat. Short interest has decreased by 22.2% since the company's last earnings release while the stock has drifted higher by 7.5% from its open following the earnings release to be 4.4% below its 200 day moving average of $40.48. Overall earnings estimates have been revised higher since the company's last earnings release. On Thursday, August 14, 2025 there was some notable buying of 4,259 contracts of the $40.00 call and 1,549 contracts of the $35.00 put expiring on Friday, September 19, 2025.
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Riskified is Expected to Beat Estimates Riskified (RSKD) is confirmed to report earnings on Monday, August 18, 2025 at approximately 6:50 AM ET. The consensus earnings estimate is $0.02 per share on revenue of $80.08 million, representing 1.7% year-over-year revenue growth, and the Earnings Whisper ® number is $0.03 per share. Investors are bearish going into the company's earnings release but with 50.0% expecting a beat. Short interest has increased by 16.9% since the company's last earnings release while the stock has drifted higher by 13.6% from its open following the earnings release to be 6.2% above its 200 day moving average of $4.96. Overall earnings estimates have been revised lower since the company's last earnings release.
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Coreweave Inc Cl A Missed Expectations Coreweave Inc Cl A (CRWV) reported a loss of $0.25 per share on revenue of $1.21 billion for the second quarter ended June 2025. The consensus estimate was a loss of $0.20 per share on revenue of $1.08 billion. The Earnings Whisper number was a loss of $0.17 per share. The company missed expectations by 47.06%.
The company said during its conference call it expects third quarter revenue of $1.26 billion to $1.30 billion and 2025 revenue of $5.15 billion to $5.35 billion. The company's previous guidance was 2025 revenue of $4.90 billion to $5.10 billion. The current consensus revenue estimate is $1.23 billion for the quarter ending September 30, 2025 and revenue of $5.01 billion for the year ending December 31, 2025.
"Our strong second quarter performance demonstrates continued momentum across every dimension of our business," said Michael Intrator, Co-Founder, Chairman of the Board and Chief Executive Officer, CoreWeave. "We are scaling rapidly as we look to meet the unprecedented demand for AI."
CoreWeave, the AI Hyperscaler™, delivers a cloud platform of cutting-edge software powering the next wave of AI.
BigBear.ai Missed Expectations BigBear.ai (BBAI) reported a loss of $0.71 per share on for the second quarter ended June 2025. The consensus estimate was a loss of $0.06 per share on revenue of $40.99 million. The Earnings Whisper number was a loss of $0.06 per share. The company missed expectations by 1,083.33%.
The company said it expects 2025 revenue of $125.0 million to $140.0 million. The company's previous guidance was revenue of $160.0 million to $180.0 million and the current consensus revenue estimate is $166.85 million for the year ending December 31, 2025.
"Our robust balance sheet allows us to make significant transformational investments to shape the future of BigBear.ai. Our capital raising activities this quarter coincide with the tremendous opportunities we see coming from the One Big Beautiful Bill, particularly in the Department of Homeland Security, and several of which are uniquely aligned to our core capabilities. This legislation will bring a generational investment and provides over $170 billion in supplemental funding to the Department of Homeland Security, and $150 billion to the Department of Defense for disruptive defense technology. This is not incremental funding for innovation - this is a transformative level of investment. As a Mission Ready AI company with a national and border security focus, it’s directly in our lane,” said Kevin McAleenan, CEO of BigBear.ai.
BigBear.ai operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform.
Oklo Missed Expectations Oklo (OKLO) reported a loss of $0.18 per share on for the second quarter ended June 2025. The consensus estimate was a loss of $0.12 per share on revenue of $1.50 million. The Earnings Whisper number was a loss of $0.10 per share. The company missed expectations by 80.00%.
Oklo Inc. is developing fast fission power plants to provide clean, reliable, and affordable energy at scale.
Cisco Systems Missed Expectations Cisco Systems (CSCO) reported earnings of $0.99 per share on revenue of $14.67 billion for the fiscal fourth quarter ended July 2025. The consensus earnings estimate was $0.98 per share on revenue of $14.61 billion. The Earnings Whisper number was $1.01 per share. The company missed expectations by 1.98% while revenue grew 7.56% on a year-over-year basis.
The company said it expects first quarter non-GAAP earnings of $0.97 to $0.99 per share on revenue of $14.65 billion to $14.85 billion. The current consensus earnings estimate is $0.97 per share on revenue of $14.58 billion for the quarter ending October 31, 2025. The company said it expects fiscal 2026 non-GAAP earnings of $4.00 to $4.06 per share on revenue of $59.0 billion to $60.0 billion. The current consensus earnings estimate is $4.04 per share on revenue of $59.24 billion for the year ending July 31, 2026.
"We delivered a strong close to fiscal 2025, driven by our accelerated innovation and solid execution," said Chuck Robbins, chair and CEO of Cisco. "The AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target, indicating a massive opportunity ahead as we lead the required architectural shift and build the critical infrastructure needed for the AI era."
Cisco Systems Inc is engaged in designing, manufacturing and selling of Internet Protocol (IP) based networking products and services related to the communications and information technology (IT) industry.
Rigetti Computing Missed Expectations Rigetti Computing (RGTI) reported a loss of $0.05 per share on revenue of $1.80 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.06 per share on revenue of $1.91 million. The Earnings Whisper number was a loss of $0.03 per share. The company missed expectations by 66.67% while revenue fell 41.64% compared to the same quarter a year ago.
Rigetti is a pioneer in full-stack quantum computing.
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