Earnings Whispers - September 27, 2025

Most Anticipated Releases for the Week Beginning Monday, September 29, 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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Nike is Expected to Beat Estimates

Logo for Nike IncNike (NKE) is confirmed to report earnings on Tuesday, September 30, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $0.28 per share on revenue of $10.98 billion, a decline of 5.3% year-over-year, and the Earnings Whisper ® number is $0.32 per share. The company's guidance was for revenue of approximately $11.01 billion. Investors are bearish going into the company's earnings release but with 66.7% expecting a beat. Short interest has decreased by 1.4% since the company's last earnings release while the stock has drifted lower by 0.7% from its open following the earnings release to be 0.8% below its 200 day moving average of $69.89. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 8.6% move on earnings and the stock has averaged a 9.1% move in recent quarters. On Wednesday, September 24, 2025 there was some notable buying of 32,287 contracts of the $95.00 call expiring on Friday, October 17, 2025.

Chart for Nike Inc

Carnival is Expected to Beat Estimates

Logo for Carnival Corp.Carnival (CCL) is confirmed to report earnings on Monday, September 29, 2025 at approximately 9:15 AM ET. The consensus earnings estimate is $1.32 per share on revenue of $8.05 billion, representing 2.0% year-over-year revenue growth, and the Earnings Whisper ® number is $1.37 per share. The company's guidance was for earnings of approximately $1.30 per share. Investors are bullish going into the company's earnings release with 78.3% expecting a beat. Short interest has decreased by 19.8% 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 19.9% above its 200 day moving average of $25.53. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 7.6% move on earnings and the stock has averaged a 4.1% move in recent quarters. On Thursday, September 25, 2025 there was some notable buying of 12,187 contracts of the $31.00 call expiring on Friday, October 17, 2025.

Progress Software is Expected to Beat Estimates

Logo for Progress Software Corp.Progress Software (PRGS) is confirmed to report earnings on Monday, September 29, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $1.30 per share on revenue of $240.35 million, representing 34.5% year-over-year revenue growth, and the Earnings Whisper ® number is $1.38 per share. The company's guidance was for earnings of $1.28 to $1.34 per share on revenue of $237.00 million to $243.00 million. Investors are bearish going into the company's earnings release but with 40.0% expecting a beat. Short interest has increased by 2.2% since the company's last earnings release while the stock has drifted lower by 31.0% from its open following the earnings release to be 24.4% below its 200 day moving average of $55.56. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 11.2% move on earnings and the stock has averaged a 10.0% move in recent quarters. On Monday, September 08, 2025 there was some notable buying of 2,001 contracts of the $40.00 put expiring on Friday, October 17, 2025.

Jefferies Financial Group is Scheduled to Report on Monday, September 29, 2025

Logo for Jefferies Financial Group Inc.Jefferies Financial Group (JEF) is confirmed to report earnings on Monday, September 29, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $0.79 per share on revenue of $1.89 billion, representing 12.3% year-over-year revenue growth. Investors are bullish going into the company's earnings release with 64.3% expecting a beat. Short interest has increased by 10.0% since the company's last earnings release while the stock has drifted higher by 24.7% from its open following the earnings release to be 10.0% above its 200 day moving average of $60.64. 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 5.5% move in recent quarters. On Friday, September 26, 2025 there was some notable buying of 3,302 contracts of the $75.00 call and 2,587 contracts of the $60.00 put expiring on Friday, October 17, 2025.

Acuity Brands is Expected to Beat Estimates

Logo for Acuity Brands, Inc.Acuity Brands (AYI) is confirmed to report earnings on Wednesday, October 1, 2025 at approximately 6:00 AM ET. The consensus earnings estimate is $4.79 per share on revenue of $1.21 billion, representing 17.2% year-over-year revenue growth, and the Earnings Whisper ® number is $4.86 per share. Investors are bullish going into the company's earnings release with 57.1% expecting a beat. Short interest has decreased by 23.4% since the company's last earnings release while the stock has drifted higher by 9.8% from its open following the earnings release to be 15.6% above its 200 day moving average of $292.84. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 5.9% move on earnings and the stock has averaged a 3.9% move in recent quarters.

Inventiva S.A. is Scheduled to Report on Monday, September 29, 2025

Logo for Inventiva S.A.Inventiva S.A. (IVA) is confirmed to report earnings on Monday, September 29, 2025 at approximately 4:10 PM ET. The consensus estimate is a loss of $0.41 per share on revenue of $5.31 million. Investors are bullish going into the company's earnings release with 30.0% expecting a beat.

Vail Resorts is Scheduled to Report on Monday, September 29, 2025

Logo for Vail Resorts, Inc.Vail Resorts (MTN) is confirmed to report earnings on Monday, September 29, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $4.78 per share on revenue of $269.98 million, representing 1.7% year-over-year revenue growth. Investors are bearish going into the company's earnings release but with 40.0% expecting a beat. Short interest has increased by 124.0% 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 6.8% below its 200 day moving average of $158.46. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 6.7% move on earnings and the stock has averaged a 4.7% move in recent quarters. On Tuesday, September 23, 2025 there was some notable buying of 1,002 contracts of the $140.00 put expiring on Friday, November 21, 2025.

Conagra Brands is Expected to Beat Estimates

Logo for Conagra Brands, Inc.Conagra Brands (CAG) is confirmed to report earnings on Wednesday, October 1, 2025 at approximately 7:30 AM ET. The consensus earnings estimate is $0.33 per share on revenue of $2.61 billion, a decline of 6.6% year-over-year, and the Earnings Whisper ® number is $0.34 per share. Investors are bearish going into the company's earnings release but with 88.9% expecting a beat. Short interest has increased by 44.3% since the company's last earnings release while the stock has drifted lower by 5.9% from its open following the earnings release to be 21.6% below its 200 day moving average of $23.18. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 6.1% move on earnings and the stock has averaged a 3.8% move in recent quarters. On Thursday, September 25, 2025 there was some notable buying of 3,569 contracts of the $19.00 call expiring on Friday, October 17, 2025.

Lamb Weston is Expected to Miss Estimates

Logo for Lamb Weston Holdings, Inc.Lamb Weston (LW) is confirmed to report earnings on Tuesday, September 30, 2025 at approximately 8:00 AM ET. The consensus earnings estimate is $0.54 per share on revenue of $1.61 billion, a decline of 2.7% year-over-year, and the Earnings Whisper ® number is $0.49 per share. Investors are bearish going into the company's earnings release but with 62.5% expecting a beat. Short interest has decreased by 14.0% since the company's last earnings release while the stock has drifted lower by 1.5% from its open following the earnings release to be 1.3% below its 200 day moving average of $55.95. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 7.0% move on earnings and the stock has averaged a 16.1% move in recent quarters. On Monday, September 22, 2025 there was some notable buying of 10,311 contracts of the $45.00 put expiring on Friday, October 17, 2025.

Rezolve Ai is Scheduled to Report on Wednesday, October 1, 2025

Logo for Rezolve Ai before the market opens. The consensus estimate is a loss of $0.03 per share on revenue of $4.75 million. Investors are bearish going into the company's earnings release but with 62.5% expecting a beat. The stock is 113.3% above its 200 day moving average of $2.79. On Thursday, September 11, 2025 there was some notable buying of 6,327 contracts of the $7.50 call expiring on Friday, October 17, 2025.

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

AngioDynamics is Scheduled to Report on Thursday, October 2, 2025

Logo for AngioDynamicsAngioDynamics (ANGO) is confirmed to report earnings on Thursday, October 2, 2025 at approximately 6:30 AM ET. The consensus estimate is a loss of $0.14 per share on revenue of $72.28 million, representing 7.1% year-over-year revenue growth. Investors are bullish going into the company's earnings release with 75.0% expecting a beat. Short interest has increased by 28.6% since the company's last earnings release while the stock has drifted higher by 1.7% from its open following the earnings release to be 7.0% above its 200 day moving average of $9.98. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 14.8% move on earnings and the stock has averaged a 18.2% move in recent quarters.

Chart for AngioDynamics

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

Micron Technology Beat Expectations

Logo for Micron Technology, Inc.Micron Technology (MU) reported earnings of $3.03 per share on revenue of $11.32 billion for the fiscal fourth quarter ended August 2025. The consensus earnings estimate was $2.85 per share on revenue of $11.07 billion. The Earnings Whisper number was $2.93 per share. The company beat expectations by 3.41% while revenue grew 46.00% on a year-over-year basis.

The company said it expects first quarter earnings of $3.60 to $3.90 per share on revenue of $12.20 billion to $12.80 billion. The current consensus earnings estimate is $2.87 per share on revenue of $11.87 billion for the quarter ending November 30, 2025.

“Micron closed out a record-breaking fiscal year with exceptional Q4 performance, underscoring our leadership in technology, products, and operational execution,” said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. “In fiscal 2025, we achieved all-time highs across our data center business and are entering fiscal 2026 with strong momentum and our most competitive portfolio to date. As the only U.S.-based memory manufacturer, Micron is uniquely positioned to capitalize on the AI opportunity ahead.”

Micron Technology Inc is a manufacturer and marketer of DRAM, NAND Flash memory, CMOS image sensors and other semiconductor components. It has two segments, Memory and Imaging.

Chart for Micron Technology, Inc.

Costco Wholesale Beat Expectations

Logo for Costco Wholesale Corp.Costco Wholesale (COST) reported earnings of $5.87 per share on revenue of $86.16 billion for the fiscal fourth quarter ended August 2025. The consensus earnings estimate was $5.81 per share on revenue of $86.14 billion. The Earnings Whisper number was $5.83 per share. The company beat expectations by 0.69% while revenue grew 8.10% on a year-over-year basis.

Costco Wholesale Corp and its subsidiaries operate membership warehouses. It offers its members low prices on a limited selection of nationally branded and select private-label products in merchandise categories.

Accenture Missed Expectations

Logo for Accenture Ltd.Accenture (ACN) reported earnings of $3.03 per share on revenue of $17.60 billion for the fiscal fourth quarter ended August 2025. The consensus earnings estimate was $2.98 per share on revenue of $17.33 billion. The Earnings Whisper number was $3.06 per share. The company missed expectations by 0.98% while revenue grew 7.26% on a year-over-year basis.

The company said it expects fiscal 2026 earnings of $13.52 to $13.90 per share on revenue of $71.1 billion to $73.2 billion. The current consensus earnings estimate is $13.62 per share on revenue of $73.4 billion for the year ending August 31, 2026.

“I am very pleased with our 7% growth in fiscal 2025, demonstrating our unique ability to deliver for our clients as they seek our help to reinvent and lead with AI. As clients continue to embrace reinvention to create value and drive financial results and business outcomes, they need help to build their digital core, prepare data and reimagine processes, all while training their people to work in entirely new ways. This is what Accenture does best and our strong results this year clearly illustrate our impact. I am grateful to the Reinventors of Accenture who bring their unique talents, together with our proprietary tools and leading partnerships, to bear as we deliver value to our clients with certainty and speed.”

Accenture PLC is a professional service company. The Company is engaged in providing management consulting, technology and outsourcing services to clients.

Cintas Missed Expectations

Logo for Cintas CorporationCintas (CTAS) reported earnings of $1.20 per share on revenue of $2.72 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $1.19 per share on revenue of $2.69 billion. The Earnings Whisper number was $1.22 per share. The company missed expectations by 1.64% while revenue grew 8.66% on a year-over-year basis.

The company said it expects fiscal 2026 earnings of $4.74 to $4.86 per share on revenue of $11.06 billion to $11.18 billion. The company's previous guidance was earnings of $4.71 to $4.85 per share on revenue of $11.00 billion to $11.15 billion, and the current consensus earnings estimate is $4.83 per share on revenue of $11.10 billion for the year ending May 31, 2026.

Cintas Corp is a provider of corporate identity uniforms. It operates in four segments: Rental Uniforms & Ancillary Products, Uniform Direct Sales, First Aid, Safety & Fire Protection Services, & Document Management Services.

AutoZone Missed Expectations

Logo for AutoZone, Inc.AutoZone (AZO) reported earnings of $48.71 per share on revenue of $6.24 billion for the fiscal fourth quarter ended August 2025. The consensus earnings estimate was $50.52 per share on revenue of $6.23 billion. The Earnings Whisper number was $52.05 per share. The company missed expectations by 6.42% while revenue grew 0.60% on a year-over-year basis.

AutoZone Inc is a retailer and distributor of automotive replacement parts and accessories in the United States. The Company operates stores which carries an extensive product line for cars, sport utility vehicles, vans and light trucks and among others.



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