Earnings Whispers - September 6, 2025

Most Anticipated Releases for the Week Beginning Monday, September 8, 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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Oracle is Expected to Beat Estimates

Logo for Oracle Corp.Oracle (ORCL) is confirmed to report earnings on Tuesday, September 9, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $1.48 per share on revenue of $15.01 billion, representing 12.8% year-over-year revenue growth, and the Earnings Whisper ® number is $1.50 per share. The company's guidance was for earnings of $1.46 to $1.50 per share on revenue of $14.91 billion to $15.17 billion. Investors are bullish going into the company's earnings release with 71.3% expecting a beat. Short interest has increased by 41.9% since the company's last earnings release while the stock has drifted higher by 22.6% from its open following the earnings release to be 27.7% above its 200 day moving average of $182.28. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 9.8% move on earnings and the stock has averaged a 9.9% move in recent quarters. On Friday, September 05, 2025 there was some notable buying of 6,201 contracts of the $280.00 call expiring on Friday, October 17, 2025.

Chart for Oracle Corp.

Adobe is Expected to Beat Estimates

Logo for Adobe Inc.Adobe (ADBE) is confirmed to report earnings on Thursday, September 11, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $5.18 per share on revenue of $5.90 billion, representing 9.1% year-over-year revenue growth, and the Earnings Whisper ® number is $5.25 per share. The company's guidance was for earnings of $5.15 to $5.20 per share on revenue of $5.88 billion to $5.93 billion. Investors are bearish going into the company's earnings release but with 71.7% expecting a beat. Short interest has increased by 37.9% since the company's last earnings release while the stock has drifted lower by 11.1% from its open following the earnings release to be 14.2% below its 200 day moving average of $406.89. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 9.0% move on earnings and the stock has averaged a 11.6% move in recent quarters. On Thursday, September 04, 2025 there was some notable buying of 5,750 contracts of the $570.00 put expiring on Friday, January 16, 2026.

GameStop is Expected to Beat Estimates

Logo for GameStop Corp.GameStop (GME) is confirmed to report earnings on Tuesday, September 9, 2025 at approximately 4:00 PM ET. The consensus earnings estimate is $0.19 per share on revenue of $900.00 million, representing 12.7% year-over-year revenue growth, and the Earnings Whisper ® number is $0.26 per share. Investors are bullish going into the company's earnings release with 78.7% expecting a beat. Short interest has increased by 42.9% since the company's last earnings release while the stock has drifted lower by 22.1% from its open following the earnings release to be 13.2% below its 200 day moving average of $26.06. Overall earnings estimates are unchanged since the company's last earnings release. Option Traders are pricing in a 10.8% move on earnings and the stock has averaged a 15.2% move in recent quarters. On Friday, September 05, 2025 there was some notable buying of 14,106 contracts of the $23.00 call expiring on Friday, December 17, 2027.

Casey’s General Stores is Expected to Beat Estimates

Logo for Casey’s General Stores, Inc.Casey’s General Stores (CASY) is confirmed to report earnings on Monday, September 8, 2025 at approximately 4:30 PM ET. The consensus earnings estimate is $5.01 per share on revenue of $4.55 billion, representing 11.0% year-over-year revenue growth, and the Earnings Whisper ® number is $5.24 per share. Investors are bullish going into the company's earnings release with 62.5% expecting a beat. Short interest has decreased by 39.4% since the company's last earnings release while the stock has drifted higher by 1.9% from its open following the earnings release to be 12.7% above its 200 day moving average of $448.60. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 5.1% move on earnings and the stock has averaged a 7.3% move in recent quarters.

AeroVironment is Expected to Beat Estimates

Logo for AeroVironment, IncAeroVironment (AVAV) is confirmed to report earnings on Tuesday, September 9, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.34 per share on revenue of $453.50 million, representing 139.3% year-over-year revenue growth, and the Earnings Whisper ® number is $0.40 per share. Investors are bullish going into the company's earnings release with 77.8% expecting a beat. Short interest has decreased by 33.6% since the company's last earnings release while the stock has drifted higher by 1.0% from its open following the earnings release to be 22.7% above its 200 day moving average of $184.19. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 12.3% move on earnings and the stock has averaged a 13.8% move in recent quarters. On Tuesday, August 26, 2025 there was some notable buying of 1,071 contracts of the $400.00 call expiring on Friday, September 19, 2025.

Chewy is Expected to Beat Estimates

Logo for Chewy, Inc.Chewy (CHWY) is confirmed to report earnings on Wednesday, September 10, 2025 at approximately 7:05 AM ET. The consensus earnings estimate is $0.33 per share on revenue of $3.08 billion, representing 7.7% year-over-year revenue growth, and the Earnings Whisper ® number is $0.34 per share. The company's guidance was for earnings of $0.30 to $0.35 per share on revenue of $3.06 billion to $3.09 billion. Investors are bearish going into the company's earnings release but with 70.4% expecting a beat. Short interest has increased by 10.0% since the company's last earnings release while the stock has drifted higher by 1.6% from its open following the earnings release to be 13.8% above its 200 day moving average of $37.21. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 9.8% move on earnings and the stock has averaged a 10.2% move in recent quarters. On Friday, August 22, 2025 there was some notable buying of 18,058 contracts of the $44.00 call expiring on Friday, September 12, 2025.

SailPoint is Expected to Beat Estimates

Logo for SailPoint, Inc.SailPoint (SAIL) is confirmed to report earnings on Tuesday, September 9, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.04 per share on revenue of $243.42 million, and the Earnings Whisper ® number is $0.06 per share. Investors are bullish going into the company's earnings release with 52.0% expecting a beat. Short interest has increased by 55.6% since the company's last earnings release while the stock has drifted lower by 2.6% from its open following the earnings release. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 15.8% move on earnings and the stock has averaged a 7.9% move in recent quarters. On Friday, September 05, 2025 there was some notable buying of 855 contracts of the $25.00 call expiring on Friday, March 20, 2026.

Planet Labs PBC is Expected to Beat Estimates

Logo for Planet Labs PBC Planet Labs PBC (PL) is confirmed to report earnings on Monday, September 8, 2025 at approximately 7:00 AM ET. The consensus estimate is a loss of $0.04 per share on revenue of $65.88 million, representing 7.8% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.02 per share. The company's guidance was for revenue of $65.00 million to $67.00 million. Investors are bearish going into the company's earnings release but with 45.0% expecting a beat. Short interest has increased by 73.8% since the company's last earnings release while the stock has drifted higher by 25.1% from its open following the earnings release to be 29.5% above its 200 day moving average of $5.04. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 22.2% move on earnings and the stock has averaged a 19.2% move in recent quarters. On Friday, September 05, 2025 there was some notable buying of 2,779 contracts of the $7.00 call expiring on Friday, September 12, 2025.

Synopsys is Expected to Beat Estimates

Logo for Synopsys, Inc.Synopsys (SNPS) is confirmed to report earnings on Tuesday, September 9, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $3.76 per share on revenue of $1.77 billion, representing 16.0% year-over-year revenue growth, and the Earnings Whisper ® number is $3.88 per share. The company's guidance was for earnings of $3.82 to $3.87 per share on revenue of $1.76 billion to $1.79 billion. Investors are bearish going into the company's earnings release but with 80.0% expecting a beat. Short interest has decreased by 17.4% since the company's last earnings release while the stock has drifted higher by 26.5% from its open following the earnings release to be 17.4% above its 200 day moving average of $509.28. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 6.9% move on earnings and the stock has averaged a 4.9% move in recent quarters. On Tuesday, July 29, 2025 there was some notable buying of 536 contracts of the $580.00 put expiring on Friday, September 19, 2025.

Hello Group is Scheduled to Report on Tuesday, September 9, 2025

Logo for Hello Group Inc.Hello Group (MOMO) is confirmed to report earnings on Tuesday, September 9, 2025 at approximately 3:05 AM ET. on revenue of $1.40 billion, representing 278.0% year-over-year revenue growth. The company's guidance was for revenue of $357.79 million to $371.71 million. Investors are bullish going into the company's earnings release with 55.6% expecting a beat. Short interest has increased by 12.9% since the company's last earnings release while the stock has drifted higher by 27.2% from its open following the earnings release to be 0.9% below its 200 day moving average of $8.60. Overall earnings estimates are unchanged since the company's last earnings release. Option Traders are pricing in a 11.2% move on earnings and the stock has averaged a 11.5% move in recent quarters. On Friday, August 22, 2025 there was some notable buying of 1,830 contracts of the $9.00 call and 1,002 contracts of the $8.00 put expiring on Friday, September 19, 2025.

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

Methode Electronics is Expected to Miss Estimates

Logo for Methode Electronics, Inc.Methode Electronics (MEI) is confirmed to report earnings on Tuesday, September 9, 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, and the Earnings Whisper ® number is a loss of $0.45 per share. Investors are bullish going into the company's earnings release with 50.0% expecting a beat. Short interest has increased by 30.8% since the company's last earnings release while the stock has drifted lower by 12.2% from its open following the earnings release to be 19.1% below its 200 day moving average of $8.79. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 34.5% move on earnings and the stock has averaged a 25.8% move in recent quarters. On Friday, September 05, 2025 there was some notable buying of 643 contracts of the $7.50 call expiring on Friday, September 19, 2025.

Chart for Methode Electronics, Inc.

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

Broadcom Missed Expectations

Logo for Broadcom Inc.Broadcom (AVGO) reported earnings of $1.69 per share on revenue of $15.95 billion for the fiscal third quarter ended July 2025. The consensus earnings estimate was $1.67 per share on revenue of $15.82 billion. The Earnings Whisper number was $1.70 per share. The company missed expectations by 0.59% while revenue grew 22.03% on a year-over-year basis.

The company said it expects fourth quarter revenue of approximately $17.40 billion. The current consensus revenue estimate is $16.95 billion for the quarter ending October 31, 2025.

Broadcom Inc. is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions.

Chart for Broadcom Inc.

lululemon athletica inc. Beat Expectations

Logo for lululemon athletica inc.lululemon athletica inc. (LULU) reported earnings of $3.10 per share on revenue of $2.53 billion for the fiscal second quarter ended July 2025. The consensus earnings estimate was $2.84 per share on revenue of $2.54 billion. The Earnings Whisper number was $2.85 per share. The company beat expectations by 8.77% while revenue grew 6.50% on a year-over-year basis.

The company said it expects third quarter earnings of $2.18 to $2.23 per share on revenue of $2.47 billion to $2.50 billion and fiscal 2026 earnings of $12.77 to $12.97 per share on revenue of $10.85 billion to $11.00 billion. The company's previous guidance was fiscal year earnings of $14.58 to $14.78 per share but continues to expect revenue of $11.15 billion to $11.30 billion. The current consensus estimate is earnings of $2.86 per share on revenue of $2.56 billion for the quarter ending October 31, 2025 and earnings of $14.31 per share on revenue of $11.18 billion for the year ending January 31, 2026.

Lululemon Athletica Inc is a designer and retailer of technical athletic apparel operating primarily in North America and Australia. Its yoga-inspired apparel is marketed under the lululemon athletica and ivivva athletica brand names.

Salesforce Beat Expectations

Logo for SalesforceSalesforce (CRM) reported earnings of $2.91 per share on revenue of $10.24 billion for the fiscal second quarter ended July 2025. The consensus earnings estimate was $2.78 per share on revenue of $10.13 billion. The Earnings Whisper number was $2.83 per share. The company beat expectations by 2.83% while revenue grew 9.77% on a year-over-year basis.

The company said it expects third quarter non-GAAP earnings of $2.84 to $2.86 per share on revenue of $10.24 billion to $10.29 billion. The current consensus earnings estimate is $2.85 per share on revenue of $10.29 billion for the quarter ending October 31, 2025. The company said it expects fiscal 2026 non-GAAP earnings of $11.33 to $11.37 per share on revenue of $41.10 billion to $41.30 billion. The company's previous guidance was earnings of $11.27 to $11.33 per share on revenue of $41.00 billion to $41.30 billion and the current consensus earnings estimate is $11.27 per share on revenue of $41.15 billion for the year ending January 31, 2026.

“We delivered an outstanding quarter to close out the first half of the year, with strong performance across revenue, margin, cash flow, and cRPO—and we remain on track for fiscal 2026 to be a record year with nearly $15 billion in operating cash flow,” said Marc Benioff, Chair and CEO, Salesforce. “These results reflect the success of our customers—like Pfizer, Marriott, and the U.S. Army—who are transforming into agentic enterprises, where humans and AI agents work side by side to reimagine workflows, accelerate productivity, and deliver customer success.”

Salesforce helps organizations of any size reimagine their business for the world of AI.

GitLab Beat Expectations

Logo for GitLab Inc.GitLab (GTLB) reported earnings of $0.24 per share on revenue of $235.96 million for the fiscal second quarter ended July 2025. The consensus earnings estimate was $0.16 per share on revenue of $226.56 million. The Earnings Whisper number was $0.19 per share. The company beat expectations by 26.32% while revenue grew 29.23% on a year-over-year basis.

The company said it expects third quarter non-GAAP earnings of $0.19 to $0.20 per share on revenue of $238.0 million to $239.0 million. The current consensus earnings estimate is $0.20 per share on revenue of $240.95 million for the quarter ending October 31, 2025. The company also said it now expects fiscal 2026 non-GAAP earnings of $0.82 to $0.83 per share and continues to expect revenue of $936.0 million to $942.0 million. The company's previous guidance was earnings of $0.74 to $0.75 per share and the current consensus earnings estimate is $0.74 per share on revenue of $939.54 million for the year ending January 31, 2026.

“This quarter’s results demonstrate the strength of GitLab’s AI-native DevSecOps platform as we continue to drive customer-focused innovation,” said Bill Staples, GitLab chief executive officer. “GitLab Duo Agent Platform represents our vision for human-AI collaboration across the software development lifecycle. With extensibility and interoperability at our core, GitLab gives customers the flexibility to build software with their choice of AI generation tools integrated directly within GitLab, underpinned by the full lifecycle data needed to deliver faster, higher quality AI outcomes.”

GitLab Inc. is the provider of The DevOps platform, a single application that brings together development, operations, IT, security, and business teams to deliver desired business outcomes.

Credo Technology Group Holding Beat Expectations

Logo for Credo Technology Group Holding LtdCredo Technology Group Holding (CRDO) reported earnings of $0.52 per share on revenue of $223.07 million for the fiscal first quarter ended July 2025. The consensus earnings estimate was $0.35 per share on revenue of $190.00 million. The Earnings Whisper number was $0.37 per share. The company beat expectations by 40.54% while revenue grew 273.57% on a year-over-year basis.

The company said it expects second quarter revenue of $230.0 million to $240.0 million. The current consensus revenue estimate is $198.25 million for the quarter ending October 31, 2025.

Bill Brennan, Credo’s President and Chief Executive Officer, stated, “During the first quarter of fiscal 2026, Credo continued a strong growth trajectory. First quarter revenue increased 31% sequentially, and 274% year over year, to $223.1 million. The Company’s growth has been driven by deep, strategic partnerships with hyperscalers and key customers. Given increasing market demand for reliable and power-efficient connectivity solutions, we expect continued revenue growth and diversification in terms of customers, protocols and applications.”

Credo is a leading provider of high-performance serial connectivity solutions for the hyperscale datacenter, 5G carrier, enterprise networking, artificial intelligence, and high-performance computing markets.



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