Earnings Whispers - September 13, 2025

Most Anticipated Releases for the Week Beginning Monday, September 15, 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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Dave & Buster's is Expected to Miss Estimates

Logo for Dave & Buster's Entertainment, Inc.Dave & Buster's (PLAY) is confirmed to report earnings on Monday, September 15, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.88 per share on revenue of $561.95 million, representing 0.9% year-over-year revenue growth, and the Earnings Whisper ® number is $0.85 per share. Investors are bearish going into the company's earnings release but with 71.4% expecting a beat. Short interest has decreased by 15.5% since the company's last earnings release while the stock has drifted lower by 18.1% from its open following the earnings release to be 7.2% below its 200 day moving average of $25.48. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 16.9% move on earnings and the stock has averaged a 10.8% move in recent quarters. On Friday, September 12, 2025 there was some notable buying of 1,910 contracts of the $24.00 call expiring on Friday, September 19, 2025.

Chart for Dave & Buster's Entertainment, Inc.

FedEx is Expected to Miss Estimates

Logo for FedEx Corp.FedEx (FDX) is confirmed to report earnings on Thursday, September 18, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $3.65 per share on revenue of $21.76 billion, representing 0.8% year-over-year revenue growth, and the Earnings Whisper ® number is $3.63 per share. The company's guidance was for earnings of $3.40 to $4.00 per share on revenue of $21.58 billion to $22.01 billion. Investors are bearish going into the company's earnings release but with 67.6% expecting a beat. Short interest has increased by 8.7% since the company's last earnings release while the stock has drifted higher by 5.0% from its open following the earnings release to be 5.0% below its 200 day moving average of $241.53. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 8.5% move on earnings and the stock has averaged a 8.0% move in recent quarters. On Tuesday, August 26, 2025 there was some notable buying of 793 contracts of the $240.00 call expiring on Friday, September 26, 2025.

Darden Restaurants is Expected to Beat Estimates

Logo for Darden Restaurants, Inc.Darden Restaurants (DRI) is confirmed to report earnings on Thursday, September 18, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $1.99 per share on revenue of $3.04 billion, representing 10.3% year-over-year revenue growth, and the Earnings Whisper ® number is $2.02 per share. Investors are bullish going into the company's earnings release with 80.6% expecting a beat. Short interest has decreased by 4.2% since the company's last earnings release while the stock has drifted lower by 4.9% from its open following the earnings release to be 7.3% above its 200 day moving average of $198.17. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 6.4% move on earnings and the stock has averaged a 6.4% move in recent quarters. On Monday, September 08, 2025 there was some notable buying of 1,257 contracts of the $195.00 put expiring on Friday, September 19, 2025.

Hain Celestial Group is Expected to Beat Estimates

Logo for Hain Celestial Group IncHain Celestial Group (HAIN) is confirmed to report earnings on Monday, September 15, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.04 per share on revenue of $375.41 million, a decline of 10.4% year-over-year, and the Earnings Whisper ® number is $0.05 per share. Investors are bearish going into the company's earnings release but with 34.5% expecting a beat. Short interest has decreased by 22.5% 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 38.8% below its 200 day moving average of $3.51. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 24.4% move on earnings and the stock has averaged a 18.6% move in recent quarters. On Friday, September 12, 2025 there was some notable buying of 1,683 contracts of the $2.00 put and 1,558 contracts of the $2.50 call expiring on Friday, September 19, 2025.

General Mills is Expected to Beat Estimates

Logo for General Mills, Inc.General Mills (GIS) is confirmed to report earnings on Wednesday, September 17, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.81 per share on revenue of $4.50 billion, a decline of 7.2% year-over-year, and the Earnings Whisper ® number is $0.84 per share. Investors are bearish going into the company's earnings release but with 68.0% expecting a beat. Short interest has increased by 12.5% since the company's last earnings release while the stock has drifted lower by 4.1% from its open following the earnings release to be 11.4% below its 200 day moving average of $56.37. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 5.7% move on earnings and the stock has averaged a 2.8% move in recent quarters. On Thursday, August 28, 2025 there was some notable buying of 643 contracts of the $50.00 call expiring on Friday, November 21, 2025.

Lennar is Expected to Beat Estimates

Logo for Lennar Corp.Lennar (LEN) is confirmed to report earnings on Thursday, September 18, 2025 at approximately 5:45 PM ET. The consensus earnings estimate is $2.12 per share on revenue of $9.07 billion, a decline of 3.7% year-over-year, and the Earnings Whisper ® number is $2.33 per share. The company's guidance was for revenue of $8.54 billion to $9.04 billion. Investors are bearish going into the company's earnings release but with 78.3% expecting a beat. Short interest has increased by 23.4% 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 11.4% above its 200 day moving average of $123.19. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 6.8% move on earnings and the stock has averaged a 5.3% move in recent quarters. On Tuesday, September 09, 2025 there was some notable buying of 2,438 contracts of the $145.00 call and 2,032 contracts of the $130.00 put expiring on Friday, December 19, 2025.

Ferguson plc is Expected to Beat Estimates

Logo for Ferguson plcFerguson plc (FERG) is confirmed to report earnings on Tuesday, September 16, 2025 at approximately 6:45 AM ET. The consensus earnings estimate is $3.01 per share on revenue of $8.45 billion, representing 6.3% year-over-year revenue growth, and the Earnings Whisper ® number is $3.09 per share. Investors are bullish going into the company's earnings release with 63.2% expecting a beat. Short interest has decreased by 33.4% since the company's last earnings release while the stock has drifted higher by 5.1% from its open following the earnings release to be 10.0% above its 200 day moving average of $192.43. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 8.7% move on earnings and the stock has averaged a 9.5% move in recent quarters. On Tuesday, August 26, 2025 there was some notable buying of 834 contracts of the $260.00 call expiring on Friday, November 21, 2025.

Cracker Barrel Old Country Store is Expected to Miss Estimates

Logo for Cracker Barrel Old Country Store, Inc. after the market closes. The consensus earnings estimate is $0.78 per share on revenue of $856.87 million, a decline of 4.2% year-over-year, and the Earnings Whisper ® number is $0.74 per share. Investors are bearish going into the company's earnings release but with 66.7% expecting a beat. Short interest has increased by 79.7% since the company's last earnings release while the stock has drifted lower by 11.9% from its open following the earnings release to be 4.8% below its 200 day moving average of $53.77. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 9.4% move on earnings and the stock has averaged a 5.2% move in recent quarters. On Thursday, September 04, 2025 there was some notable buying of 3,428 contracts of the $55.00 call expiring on Friday, September 19, 2025.

High Tide is Expected to Beat Estimates

Logo for High Tide Inc.High Tide (HITI) is confirmed to report earnings on Monday, September 15, 2025 at approximately 4:00 PM ET. The consensus estimate is for breakeven results on revenue of $107.31 million, representing 11.7% year-over-year revenue growth, and the Earnings Whisper ® number is $0.01 per share. Investors are bullish going into the company's earnings release with 64.3% expecting a beat. Short interest has increased by 7.9% since the company's last earnings release while the stock has drifted higher by 56.6% from its open following the earnings release to be 70.5% below its 200 day moving average of $11.64. Overall earnings estimates have been revised higher since the company's last earnings release. and the stock has averaged a 6.0% move in recent quarters.

Bullish is Scheduled to Report on Wednesday, September 17, 2025

Logo for Bullish after the market closes. The consensus estimate is a loss of $0.06 per share on revenue of $55.80 million. Investors are bearish going into the company's earnings release but with 20.0% expecting a beat. On Tuesday, September 09, 2025 there was some notable buying of 2,848 contracts of the $70.00 call expiring on Friday, September 26, 2025.

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

Scholastic is Scheduled to Report on Thursday, September 18, 2025

Logo for Scholastic Corp.Scholastic (SCHL) is confirmed to report earnings on Thursday, September 18, 2025 at approximately 4:00 PM ET. The consensus estimate is a loss of $2.44 per share on revenue of $238.91 million, representing 0.7% year-over-year revenue growth. Investors are bullish going into the company's earnings release with 83.3% expecting a beat. Short interest has increased by 37.9% since the company's last earnings release while the stock has drifted higher by 11.1% from its open following the earnings release to be 29.8% above its 200 day moving average of $21.21. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 12.9% move on earnings and the stock has averaged a 14.1% move in recent quarters.

Chart for Scholastic Corp.

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.

As of the end of 2024, stocks with the highest Earnings Whisper Grades have outperformed the overall stock market by an average of 65.9% per year.

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

Adobe Beat Expectations

Logo for Adobe Inc.Adobe (ADBE) reported earnings of $5.31 per share on revenue of $5.99 billion for the fiscal third quarter ended August 2025. The consensus earnings estimate was $5.18 per share on revenue of $5.90 billion. The Earnings Whisper number was $5.25 per share. The company beat expectations by 1.14% while revenue grew 10.72% on a year-over-year basis.

The company said it expects fourth quarter non-GAAP earnings of $5.35 to $5.40 per share on revenue of $6.075 billion to $6.125 billion. The current consensus earnings estimate is $5.30 per share on revenue of $6.07 billion for the quarter ending November 30, 2025.

“Adobe is the leader in the AI creative applications category with AI-influenced ARR surpassing $5 billion and AI-first ARR already exceeding our $250 million year-end target,” said Shantanu Narayen, chair and CEO, Adobe. “Given our customer strategy, AI product innovation and strong go-to-market execution, we’re pleased to once again raise our FY25 total revenue and EPS targets.”

Adobe is changing the world through personalized digital experiences.

Chart for Adobe Inc.

Oracle Missed Expectations

Logo for Oracle Corp.Oracle (ORCL) reported earnings of $1.47 per share on revenue of $14.93 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $1.48 per share on revenue of $15.01 billion. The Earnings Whisper number was $1.50 per share. The company missed expectations by 2.00% while revenue grew 12.17% on a year-over-year basis.

The company said during its conference call it expects second quarter non-GAAP earnings of $1.61 to $1.65 per share on revenue of $16.03 billion to $16.31 billion. The current consensus earnings estimate is $1.62 per share on revenue of $16.20 billion for the quarter ending November 30, 2025.

"We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter—and demand for Oracle Cloud Infrastructure continues to build. Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars. The scale of our recent RPO growth enables us to make a large upward revision to the Cloud Infrastructure portion of Oracle's overall financial plan which we will be presenting in detail next month at the Financial Analyst Meeting. As a bit of a preview, we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years."

Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud.

Kroger Beat Expectations

Logo for Kroger Co.Kroger (KR) reported earnings of $1.04 per share on revenue of $33.94 billion for the fiscal second quarter ended July 2025. The consensus earnings estimate was $1.00 per share on revenue of $34.12 billion. The Earnings Whisper number was $1.02 per share. The company beat expectations by 1.96% while revenue grew 0.08% on a year-over-year basis.

The company said it expects fiscal 2026 earnings of $4.70 to $4.80 per share. The company's previous guidance was earnings of $4.60 to $4.80 per share and the current consensus earnings estimate is $4.76 per share for the year ending January 31, 2026.

Kroger Co operates retail food and drug stores, multi-department stores, jewelry stores, and convenience stores throughout the United States. It also manufactures and processes some of the food for sale in its supermarkets.

GameStop Missed Expectations

Logo for GameStop Corp.GameStop (GME) reported earnings of $0.25 per share on revenue of $972.20 million for the fiscal second quarter ended July 2025. The consensus earnings estimate was $0.19 per share on revenue of $900.00 million. The Earnings Whisper number was $0.26 per share. The company missed expectations by 3.85% while revenue grew 21.78% on a year-over-year basis.

Gamestop Corp is a multichannel video game retailer. It sells new and pre-owned video game hardware, physical and digital video game software, accessories, as well as PC entertainment software, new and pre-owned mobile and consumer electronics products.

AeroVironment Missed Expectations

Logo for AeroVironment, IncAeroVironment (AVAV) reported earnings of $0.32 per share on revenue of $454.68 million for the fiscal first quarter ended July 2025. The consensus earnings estimate was $0.34 per share on revenue of $453.50 million. The Earnings Whisper number was $0.40 per share. The company missed expectations by 20.00% while revenue grew 139.96% on a year-over-year basis.

The company said it now expects fiscal 2026 earnings of $3.60 to $3.70 per share and continues to expect revenue of $1.90 billion to $2.00 billion. The company's previous guidance was earnings of $2.80 to $3.00 per share, and the current consensus earnings estimate is $3.23 per share on revenue of $2.00 billion for the year ending April 30, 2026.

AeroVironment Inc is engaged in the design, develop, produce, support and operate a technological portfolio of products and services. It supplies unmanned aircraft systems, UAS, tactical missile systems and related services within the US DoD.



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