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Broadcom is Expected to Beat Estimates Broadcom (AVGO) is confirmed to report earnings on Thursday, September 4, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $1.67 per share on revenue of $15.82 billion, representing 21.0% year-over-year revenue growth, and the Earnings Whisper ® number is $1.70 per share. The company's guidance was for revenue of approximately $15.80 billion. Investors are bullish going into the company's earnings release with 84.8% expecting a beat. Short interest has decreased by 21.7% since the company's last earnings release while the stock has drifted higher by 18.4% from its open following the earnings release to be 31.5% above its 200 day moving average of $226.13. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 7.2% move on earnings and the stock has averaged a 11.3% move in recent quarters. On Friday, August 29, 2025 there was some notable buying of 7,046 contracts of the $300.00 call expiring on Friday, September 12, 2025.
lululemon athletica inc. is Expected to Beat Estimates lululemon athletica inc. (LULU) is confirmed to report earnings on Thursday, September 4, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $2.84 per share on revenue of $2.54 billion, representing 7.1% year-over-year revenue growth, and the Earnings Whisper ® number is $2.85 per share. The company's guidance was for earnings of $2.85 to $2.90 per share on revenue of $2.54 billion to $2.56 billion. Investors are bearish going into the company's earnings release but with 78.4% expecting a beat. Short interest has increased by 18.3% since the company's last earnings release while the stock has drifted lower by 25.4% from its open following the earnings release to be 33.0% below its 200 day moving average of $301.87. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 12.1% move on earnings and the stock has averaged a 11.8% move in recent quarters. On Thursday, August 14, 2025 there was some notable buying of 11,240 contracts of the $310.00 put expiring on Friday, September 19, 2025.
Salesforce is Expected to Beat Estimates Salesforce (CRM) is confirmed to report earnings on Wednesday, September 3, 2025 at approximately 4:00 PM ET. The consensus earnings estimate is $2.78 per share on revenue of $10.13 billion, representing 8.6% year-over-year revenue growth, and the Earnings Whisper ® number is $2.83 per share. The company's guidance was for earnings of $2.76 to $2.78 per share on revenue of $10.11 billion to $10.16 billion. Investors are bearish going into the company's earnings release but with 75.8% expecting a beat. Short interest has increased by 7.9% since the company's last earnings release while the stock has drifted lower by 2.8% from its open following the earnings release to be 11.5% below its 200 day moving average of $289.43. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 8.1% move on earnings and the stock has averaged a 7.0% move in recent quarters. On Friday, August 15, 2025 there was some notable buying of 14,598 contracts of the $260.00 call expiring on Friday, October 17, 2025.
NIO is Scheduled to Report on Tuesday, September 2, 2025 NIO (NIO) is confirmed to report earnings on Tuesday, September 2, 2025 at approximately 7:20 AM ET. The consensus estimate is a loss of $0.30 per share on revenue of $2.76 billion, representing 15.0% year-over-year revenue growth. The company's guidance was for revenue of $2.69 billion to $2.77 billion. Investors are bearish going into the company's earnings release but with 51.1% expecting a beat. Short interest has decreased by 4.7% since the company's last earnings release while the stock has drifted higher by 87.6% from its open following the earnings release to be 49.0% above its 200 day moving average of $4.28. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 12.7% move on earnings and the stock has averaged a 4.9% move in recent quarters. On Tuesday, August 26, 2025 there was some notable buying of 54,893 contracts of the $9.00 call expiring on Friday, September 19, 2025.
Credo Technology Group Holding is Expected to Beat Estimates Credo Technology Group Holding (CRDO) is confirmed to report earnings on Wednesday, September 3, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.35 per share on revenue of $190.00 million, representing 218.2% year-over-year revenue growth, and the Earnings Whisper ® number is $0.37 per share. The company's guidance was for revenue of $185.00 million to $195.00 million. Investors are bullish going into the company's earnings release with 80.5% expecting a beat. Short interest has decreased by 26.9% since the company's last earnings release while the stock has drifted higher by 64.2% from its open following the earnings release to be 75.9% above its 200 day moving average of $69.94. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 17.7% move on earnings and the stock has averaged a 19.9% move in recent quarters. On Friday, August 15, 2025 there was some notable buying of 7,913 contracts of the $60.00 put expiring on Friday, September 19, 2025.
C3.ai, Inc. is Expected to Miss Estimates C3.ai, Inc. (AI) is confirmed to report earnings on Wednesday, September 3, 2025 at approximately 4:10 PM ET. The consensus estimate is a loss of $0.21 per share on revenue of $70.34 million, a decline of 19.3% year-over-year, and the Earnings Whisper ® number is a loss of $0.27 per share. The company's guidance was for revenue of $100.00 million to $109.00 million. Investors are bearish going into the company's earnings release but with 75.0% expecting a beat. Short interest has increased by 53.2% since the company's last earnings release while the stock has drifted lower by 36.4% from its open following the earnings release to be 36.4% below its 200 day moving average of $26.60. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 10.4% move on earnings and the stock has averaged a 13.8% move in recent quarters. On Friday, August 29, 2025 there was some notable buying of 55,471 contracts of the $18.00 call expiring on Friday, September 05, 2025.
Zscaler is Expected to Beat Estimates Zscaler (ZS) is confirmed to report earnings on Tuesday, September 2, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.80 per share on revenue of $706.19 million, representing 19.1% year-over-year revenue growth, and the Earnings Whisper ® number is $0.84 per share. The company's guidance was for earnings of $0.79 to $0.80 per share on revenue of $705.00 million to $707.00 million. Investors are bearish going into the company's earnings release but with 52.9% expecting a beat. Short interest has decreased by 31.7% since the company's last earnings release while the stock has drifted higher by 5.4% from its open following the earnings release to be 19.1% above its 200 day moving average of $232.64. Overall earnings estimates are unchanged since the company's last earnings release. Option Traders are pricing in a 10.7% move on earnings and the stock has averaged a 9.0% move in recent quarters. On Wednesday, August 27, 2025 there was some notable buying of 1,160 contracts of the $330.00 call expiring on Friday, September 05, 2025.
Dollar Tree is Expected to Beat Estimates Dollar Tree (DLTR) is confirmed to report earnings on Wednesday, September 3, 2025 at approximately 6:30 AM ET. The consensus earnings estimate is $0.38 per share on revenue of $4.46 billion, a decline of 39.6% year-over-year, and the Earnings Whisper ® number is $0.41 per share. The company's guidance was for earnings of $0.34 to $0.37 per share. Investors are bearish going into the company's earnings release but with 60.0% expecting a beat. Short interest has increased by 12.5% since the company's last earnings release while the stock has drifted higher by 20.1% from its open following the earnings release to be 28.7% above its 200 day moving average of $84.85. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 7.9% move on earnings and the stock has averaged a 9.1% move in recent quarters. On Wednesday, August 06, 2025 there was some notable buying of 2,526 contracts of the $70.00 put expiring on Friday, October 17, 2025.
American Eagle Outfitters is Expected to Beat Estimates American Eagle Outfitters (AEO) is confirmed to report earnings on Wednesday, September 3, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.20 per share on revenue of $1.23 billion, a decline of 4.7% year-over-year, and the Earnings Whisper ® number is $0.23 per share. The company's guidance was for revenue of approximately $1.23 billion. Investors are bearish going into the company's earnings release but with 70.8% expecting a beat. Short interest has increased by 82.6% since the company's last earnings release while the stock has drifted higher by 27.6% from its open following the earnings release to be 1.5% below its 200 day moving average of $13.14. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 13.1% move on earnings and the stock has averaged a 5.7% move in recent quarters. On Monday, August 25, 2025 there was some notable buying of 35,058 contracts of the $9.50 put expiring on Friday, September 19, 2025.
DocuSign is Expected to Beat Estimates DocuSign (DOCU) is confirmed to report earnings on Thursday, September 4, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.85 per share on revenue of $778.96 million, representing 5.8% year-over-year revenue growth, and the Earnings Whisper ® number is $0.89 per share. The company's guidance was for revenue of $777.00 million to $781.00 million. Investors are bearish going into the company's earnings release but with 61.9% expecting a beat. Short interest has decreased by 6.9% since the company's last earnings release while the stock has drifted lower by 0.2% from its open following the earnings release to be 7.5% below its 200 day moving average of $82.88. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 13.0% move on earnings and the stock has averaged a 12.5% move in recent quarters. On Friday, August 29, 2025 there was some notable buying of 800 contracts of the $68.00 put expiring on Friday, September 05, 2025.
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Methode Electronics is Scheduled to Report on Wednesday, September 3, 2025 Methode Electronics (MEI) is confirmed to report earnings on Wednesday, September 3, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $0.40 per share on revenue of $206.80 million, a decline of 20.0% year-over-year. Investors are bullish going into the company's earnings release but expect in-line results. Short interest has increased by 30.8% since the company's last earnings release while the stock has drifted lower by 4.6% from its open following the earnings release to be 11.7% below its 200 day moving average of $8.75. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 19.7% move on earnings and the stock has averaged a 25.8% move in recent quarters.
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MongoDB Beat Expectations MongoDB (MDB) reported earnings of $1.00 per share on revenue of $591.40 million for the fiscal second quarter ended July 2025. The consensus earnings estimate was $0.66 per share on revenue of $551.05 million. The Earnings Whisper number was $0.75 per share. The company beat expectations by 33.33% while revenue grew 23.70% on a year-over-year basis.
The company said it expects third-quarter non-GAAP earnings of $0.76 to $0.79 per share on revenue of $587.0 million to $592.0 million. The current consensus earnings estimate is $0.69 per share on revenue of $580.10 million for the quarter ending October 31, 2025. The company also said it now expects fiscal 2026 non-GAAP earnings of $3.64 to $3.73 per share on revenue of $2.34 billion to $2.36 billion. The company's previous guidance was earnings of $2.94 to $3.12 per share on revenue of $2.25 billion to $2.29 billion, and the current consensus earnings estimate is $3.02 per share on revenue of $2.28 billion for the year ending January 31, 2026.
"MongoDB delivered strong second quarter results across the board, highlighted by Atlas revenue growth accelerating to 29% and adding over 5,000 customers year-to-date, the highest ever in the first half of the year. We also delivered meaningful margin outperformance as we executed on our plan to drive profitable growth. Reflecting this strength, we are raising our guidance on the top and bottom line for the rest of the year" said Dev Ittycheria, President and Chief Executive Officer of MongoDB.
MongoDB is the leading modern, general purpose database platform, designed to unleash the power of software and data for developers and the applications they build.
Marvell Technology Group Missed Expectations Marvell Technology Group (MRVL) reported earnings of $0.67 per share on revenue of $2.01 billion for the fiscal second quarter ended July 2025. The consensus earnings estimate was $0.67 per share on revenue of $2.01 billion. The Earnings Whisper number was $0.70 per share. The company missed expectations by 4.29% while revenue grew 57.60% on a year-over-year basis.
The company said it expects third quarter non-GAAP earnings of $0.69 to $0.79 per share on revenue of $1.957 billion to $2.163 billion. The current consensus earnings estimate is $0.73 per share on revenue of $2.11 billion for the quarter ending October 31, 2025.
"Marvell delivered record revenue of $2.006 billion in the second quarter – a 58% year-over-year increase – and we expect continued growth into the third quarter, accompanied by operating margin and earnings per share expansion," said Matt Murphy, Marvell's Chairman and CEO. "Marvell's growth is being fueled by strong AI demand for our custom silicon and electro-optics products, as well as a significant increase in the pace of recovery in our enterprise networking and carrier infrastructure end markets. Our custom AI design activity is at an all-time high, with the Marvell team now engaged in over 50 new opportunities across more than 10 customers."
Marvell Technology Group Ltd is a fabless semiconductor provider of analog, mixed-signal, digital signal processing and embedded microprocessor integrated circuits.
Dell Technologies Missed Expectations Dell Technologies (DELL) reported earnings of $2.32 per share on revenue of $29.78 billion for the fiscal second quarter ended July 2025. The consensus earnings estimate was $2.31 per share on revenue of $29.23 billion. The Earnings Whisper number was $2.34 per share. The company missed expectations by 0.85% while revenue grew 18.98% on a year-over-year basis.
The company said it expects third quarter non-GAAP earnings of approximately $2.45 per share on revenue of $26.50 billion to $27.50 billion. The current consensus earnings estimate is $2.48 per share on revenue of $25.69 billion for the quarter ending October 31, 2025. The company said it expects fiscal 2026 non-GAAP earnings of approximately $9.55 per share on revenue of $105.0 billion to $109.0 billion. The company's previou sguidance was earnings of approximately $9.40 per share on revenue of $101.0 billion to $105.0 billion and the current consensus earnings estimate is $9.56 per share on revenue of $104.26 billion for the year ending January 31, 2026.
“In Q2, we achieved strong top-line results and profitability, reaching record revenue of $29.8 billion,” said Yvonne McGill, chief financial officer, Dell Technologies. “We delivered another quarter of robust cash generation, with $2.5 billion in cash flow from operations and $1.3 billion in shareholder returns.”
Dell Technologies helps organizations and individuals build their digital future and transform how they work, live and play.
Okta Missed Expectations Okta (OKTA) reported earnings of $0.91 per share on revenue of $728.00 million for the fiscal second quarter ended July 2025. The consensus earnings estimate was $0.85 per share on revenue of $711.04 million. The Earnings Whisper number was $0.92 per share. The company missed expectations by 1.09% while revenue grew 12.69% on a year-over-year basis.
The company said it expects third-quarter non-GAAP earnings of $0.74 to $0.75 per share on revenue of $728.0 million to $730.0 million. The current consensus earnings estimate is $0.75 per share on revenue of $720.98 million for the quarter ending October 31, 2025. The company said it expects fiscal 2026 non-GAAP earnings of $3.33 to $3.38 per share on revenue of $2.875 billion to $2.885 billion. The company's previous guidance was earnings of $3.23 to $3.28 per share on revenue of $2.85 billion to $2.86 billion, and the current consensus earnings estimate is $3.32 per share on revenue of $2.86 billion for the year ending January 31, 2026.
Okta is the leading independent provider of identity for the enterprise. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time. With over 6,500 pre-built integrations to applications and infrastructure providers, Okta customers can easily and securely use the best technologies for their business. Over 9,400 organizations, including Engie, JetBlue, Nordstrom, Takeda Pharmaceutical, Teach for America, T-Mobile and Twilio, trust Okta to help protect the identities of their workforces and customers.
Dollar General Beat Expectations Dollar General (DG) reported earnings of $1.86 per share on revenue of $10.73 billion for the fiscal second quarter ended July 2025. The consensus earnings estimate was $1.56 per share on revenue of $10.67 billion. The Earnings Whisper number was $1.65 per share. The company beat expectations by 12.73% while revenue grew 5.07% on a year-over-year basis.
The company said it expects fiscal 2026 earnings of $5.80 to $6.30 per share on revenue of $42.36 billion to $42.56 billion. The company's previous guidance was earnings of $5.20 to $5.80 per share on revenue of $42.11 billion to $42.52 billion, and the current consensus earnings estimate is $5.77 per share on revenue of $42.41 billion for the year ending January 31, 2026.
Dollar General Corp is a discount retailer in the United States, which offers a selection of merchandise, including consumables, seasonal, home products and apparel.
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