Earnings Whispers - October 4, 2025

Most Anticipated Releases for the Week Beginning Monday, October 6, 2025

Having trouble viewing email?

A calendar of upcoming earnings releases by time of day and sorted by interest among traders
Having trouble viewing email? Click here to view online.

Stop Losing to Your Blind Spots: A.I. Reveals What You Can’t See

alt

Every trader has them — hidden blind spots that quietly erode profits.

You might crush technical analysis but miss the impact of sector rotations. Or maybe you’re sharp at picking stocks, only to be blindsided by market-wide shifts you never anticipated.

The truth is simple: human brains have limits but A.I. doesn’t.

Learn, live, how this one simple tool processes thousands of global assets at once, uncovering the critical signals you’ll never spot on your own — before they cost you money.

[Uncover your blind spots →]

Constellation Brands is Expected to Miss Estimates

Logo for Constellation Brands, Inc.Constellation Brands (STZ) is confirmed to report earnings on Monday, October 6, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $3.37 per share on revenue of $2.49 billion, a decline of 20.7% year-over-year, and the Earnings Whisper ® number is $3.29 per share. Investors are bearish going into the company's earnings release but with 60.0% expecting a beat. Short interest has increased by 15.3% since the company's last earnings release while the stock has drifted lower by 16.8% from its open following the earnings release to be 18.6% below its 200 day moving average of $174.70. Overall earnings estimates have been revised lower since the company's last earnings release. On Thursday, September 18, 2025 there was some notable buying of 4,340 contracts of the $270.00 put expiring on Friday, January 16, 2026.

Chart for Constellation Brands, Inc.

Applied Digital is Expected to Report In-line with Estimates

Logo for Applied Digital CorporationApplied Digital (APLD) is confirmed to report earnings on Thursday, October 9, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $0.11 per share on revenue of $42.97 million, a decline of 29.2% year-over-year, and the Earnings Whisper ® number is a loss of $0.11 per share. Investors are bearish going into the company's earnings release but with 81.1% expecting a beat. Short interest has increased by 4.4% since the company's last earnings release while the stock has drifted higher by 111.1% from its open following the earnings release to be 159.7% above its 200 day moving average of $10.21. Overall earnings estimates have been revised lower since the company's last earnings release. On Monday, September 22, 2025 there was some notable buying of 10,261 contracts of the $30.00 call and 9,030 contracts of the $12.00 put expiring on Friday, November 21, 2025.

Penguin Solutions is Expected to Beat Estimates

Logo for Penguin Solutions, Inc.Penguin Solutions (PENG) is confirmed to report earnings on Tuesday, October 7, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.37 per share on revenue of $339.99 million, representing 9.3% year-over-year revenue growth, and the Earnings Whisper ® number is $0.43 per share. Investors are bullish going into the company's earnings release with 66.7% expecting a beat. Short interest has decreased by 26.0% since the company's last earnings release while the stock has drifted higher by 32.8% from its open following the earnings release to be 26.1% above its 200 day moving average of $22.01. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, September 22, 2025 there was some notable buying of 995 contracts of the $22.50 put expiring on Friday, January 16, 2026.

Delta Air Lines is Expected to Beat Estimates

Logo for Delta Air Lines, Inc.Delta Air Lines (DAL) is confirmed to report earnings on Thursday, October 9, 2025 at approximately 6:30 AM ET. The consensus earnings estimate is $1.60 per share on revenue of $15.93 billion, representing 1.6% year-over-year revenue growth, and the Earnings Whisper ® number is $1.65 per share. The company's guidance was for earnings of $1.25 to $1.75 per share on revenue of $15.68 billion to $16.30 billion. Investors are bullish going into the company's earnings release with 56.3% expecting a beat. Short interest has decreased by 1.3% 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 5.5% above its 200 day moving average of $54.30. Overall earnings estimates have been revised higher since the company's last earnings release. On Thursday, September 25, 2025 there was some notable buying of 14,005 contracts of the $60.00 call expiring on Friday, October 31, 2025.

PepsiCo is Expected to Beat Estimates

Logo for PepsiCo, Inc.PepsiCo (PEP) is confirmed to report earnings on Thursday, October 9, 2025 at approximately 6:00 AM ET. The consensus earnings estimate is $2.27 per share on revenue of $23.88 billion, representing 2.4% year-over-year revenue growth, and the Earnings Whisper ® number is $2.30 per share. Investors are bearish going into the company's earnings release but with 47.1% expecting a beat. Short interest has decreased by 5.8% since the company's last earnings release while the stock has drifted higher by 0.2% from its open following the earnings release to be 0.0% below its 200 day moving average of $142.05. Overall earnings estimates have been revised higher since the company's last earnings release. On Wednesday, September 17, 2025 there was some notable buying of 1,901 contracts of the $150.00 put expiring on Friday, October 10, 2025.

AZZ is Expected to Beat Estimates

Logo for AZZ Inc.AZZ (AZZ) is confirmed to report earnings on Wednesday, October 8, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $1.56 per share on revenue of $429.45 million, representing 5.0% year-over-year revenue growth, and the Earnings Whisper ® number is $1.62 per share. Investors are bearish going into the company's earnings release but with 46.7% expecting a beat. Short interest has increased by 21.4% since the company's last earnings release while the stock has drifted higher by 4.2% from its open following the earnings release to be 13.6% above its 200 day moving average of $95.42. Overall earnings estimates have been revised higher since the company's last earnings release.

Byrna Technologies is Expected to Beat Estimates

Logo for Byrna Technologies Inc.Byrna Technologies (BYRN) is confirmed to report earnings on Thursday, October 9, 2025 at approximately 8:00 AM ET. The consensus earnings estimate is $0.05 per share on revenue of $28.20 million, representing 35.2% year-over-year revenue growth, and the Earnings Whisper ® number is $0.10 per share. Investors are bearish going into the company's earnings release but with 66.7% expecting a beat. Short interest has increased by 12.1% since the company's last earnings release while the stock has drifted lower by 30.2% from its open following the earnings release to be 6.7% below its 200 day moving average of $24.22. Overall earnings estimates have been revised lower since the company's last earnings release. On Thursday, October 02, 2025 there was some notable buying of 900 contracts of the $30.00 call expiring on Friday, October 17, 2025.

Tilray is Expected to Beat Estimates

Logo for Tilray, Inc. before the market opens. The consensus estimate is a loss of $0.03 per share on revenue of $206.83 million, representing 3.4% year-over-year revenue growth, and the Earnings Whisper ® number is $0.01 per share. Investors are bearish going into the company's earnings release but with 92.3% expecting a beat. Short interest has decreased by 14.9% since the company's last earnings release while the stock has drifted higher by 170.0% from its open following the earnings release to be 97.6% above its 200 day moving average of $0.82. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, September 29, 2025 there was some notable buying of 44,646 contracts of the $2.00 call expiring on Friday, October 10, 2025.

McCormick & Company, is Expected to Report In-line with Estimates

Logo for McCormick & Company, IncorporatedMcCormick & Company, (MKC) is confirmed to report earnings on Tuesday, October 7, 2025 at approximately 6:30 AM ET. The consensus earnings estimate is $0.81 per share on revenue of $1.71 billion, representing 1.8% year-over-year revenue growth, and the Earnings Whisper ® number is $0.81 per share. Investors are bearish going into the company's earnings release but with 58.3% expecting a beat. Short interest has increased by 89.7% since the company's last earnings release while the stock has drifted lower by 10.5% from its open following the earnings release to be 7.0% below its 200 day moving average of $74.10. Overall earnings estimates are unchanged since the company's last earnings release. On Friday, September 19, 2025 there was some notable buying of 2,120 contracts of the $65.00 call expiring on Friday, October 17, 2025.

Aehr Test Systems is Expected to Beat Estimates

Logo for Aehr Test SystemsAehr Test Systems (AEHR) is confirmed to report earnings on Monday, October 6, 2025 at approximately 4:05 PM ET. The consensus estimate is for breakeven results on revenue of $10.10 million, a decline of 23.0% year-over-year, and the Earnings Whisper ® number is $0.02 per share. Investors are bearish going into the company's earnings release but with 58.3% expecting a beat. Short interest has decreased by 16.0% since the company's last earnings release while the stock has drifted higher by 149.4% from its open following the earnings release to be 114.3% above its 200 day moving average of $14.47. Overall earnings estimates are unchanged since the company's last earnings release. On Tuesday, September 23, 2025 there was some notable buying of 1,454 contracts of the $25.00 call expiring on Friday, January 15, 2027.

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

Neogen is Scheduled to Report on Thursday, October 9, 2025

Logo for Neogen Corp.Neogen (NEOG) is confirmed to report earnings on Thursday, October 9, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.03 per share on revenue of $203.18 million, a decline of 6.4% year-over-year. Investors are bearish going into the company's earnings release but with 33.3% expecting a beat. Short interest has increased by 16.9% since the company's last earnings release while the stock has drifted higher by 22.2% from its open following the earnings release to be 18.1% below its 200 day moving average of $7.40. Overall earnings estimates have been revised lower since the company's last earnings release. On Friday, October 03, 2025 there was some notable buying of 1,052 contracts of the $7.50 call expiring on Friday, November 21, 2025.

Chart for Neogen 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.

Click here to learn more!

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

Nike Beat Expectations

Logo for Nike IncNike (NKE) reported earnings of $0.49 per share on revenue of $11.72 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $0.27 per share on revenue of $10.98 billion. The Earnings Whisper number was $0.32 per share. The company beat expectations by 53.13% while revenue grew 1.13% on a year-over-year basis.

The company said during its conference call it expects second quarter revenue of approximately $12.05 billion. The current consensus revenue estimate is $11.95 billion for the quarter ending November 30, 2025.

“This quarter NIKE drove progress through our Win Now actions in our priority areas of North America, Wholesale, and Running,” said Elliott Hill, President & CEO, NIKE, Inc. “While we’re getting wins under our belt, we still have work ahead to get all sports, geographies, and channels on a similar path as we manage a dynamic operating environment. I’m confident that we have the right focus in Win Now and that our new alignment in the Sport Offense will be the key to maximizing NIKE, Inc.’s complete portfolio over the long-term.”

NIKE, Inc. is the world's leading designer, marketer and distributor of authentic athletic footwear, apparel, equipment and accessories for a wide variety of sports and fitness activities.

Chart for Nike Inc

Carnival Beat Expectations

Logo for Carnival Corp.Carnival (CCL) reported earnings of $1.43 per share on revenue of $8.15 billion for the fiscal third quarter ended August 2025. The consensus earnings estimate was $1.32 per share on revenue of $8.05 billion. The Earnings Whisper number was $1.37 per share. The company beat expectations by 4.38% while revenue grew 3.25% on a year-over-year basis.

The company said it expects fourth quarter earnings of approximately $0.23 per share. The current consensus earnings estimate is $0.21 per share for the quarter ending November 30, 2025.

Carnival Corporation & plc is the largest global cruise company, and among the largest leisure travel companies

Progress Software Beat Expectations

Logo for Progress Software Corp.Progress Software (PRGS) reported earnings of $1.50 per share on revenue of $249.80 million for the fiscal third quarter ended August 2025. The consensus earnings estimate was $1.30 per share on revenue of $240.35 million. The Earnings Whisper number was $1.38 per share. The company beat expectations by 8.70% while revenue grew 39.80% on a year-over-year basis.

The company said it expects fourth quarter non-GAAP earnings of $1.29 to $1.35 per share on revenue of $250.0 million to $256.0 million. The current consensus earnings estimate is $1.32 per share on revenue of $251.1 million for the quarter ending November 30, 2025.

Progress provides software that enables organizations to develop and deploy their mission-critical applications and experiences, as well as effectively manage their data platforms, cloud and IT infrastructure.

AngioDynamics Beat Consensus Estimates

Logo for AngioDynamicsAngioDynamics (ANGO) reported a loss of $0.10 per share on revenue of $75.71 million for the fiscal first quarter ended August 2025. The consensus estimate was a loss of $0.14 per share on revenue of $72.28 million. The company beat consensus estimates by 28.57% while revenue grew 12.18% on a year-over-year basis.

The company said it expects a fiscal 2026 loss of $0.33 to $0.23 per share on revenue of $308.0 million to $313.0 million. The company's previous guidance was a loss of $0.35 to $0.25 per share on revenue of $305.0 million to $310.0 million, and the current consensus estimate is a loss of $0.30 per share on revenue of $306.34 million for the year ending May 31, 2026.

“We had an outstanding first quarter as we continued to build off of the strong momentum created in fiscal 2025,” commented Jim Clemmer, President and Chief Executive Officer of AngioDynamics, Inc. “Our strategy to bring unique platform technologies to large, fast growing global markets has paid off as we reported our fourth quarter in a row of MedTech growth of over 20%. This continued performance, combined with our disciplined focus on operational excellence, is driving sustained profitable growth.”

AngioDynamics Inc designs, manufactures and sells medical, surgical and diagnostic devices used by professional healthcare providers for vascular access, for the treatment of peripheral vascular disease and for use in oncology and surgical settings.

Conagra Brands Beat Expectations

Logo for Conagra Brands, Inc.Conagra Brands (CAG) reported earnings of $0.39 per share on revenue of $2.63 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $0.33 per share on revenue of $2.61 billion. The Earnings Whisper number was $0.34 per share. The company beat expectations by 14.71% while revenue fell 5.81% compared to the same quarter a year ago.

The company said it continues to expect fiscal 2026 earnings of $1.70 to $1.85 per share on revenue of $11.50 billion to $11.73 billion. The current consensus earnings estimate is $1.73 per share on revenue of $11.28 billion for the year ending May 31, 2026.

ConAgra Foods Inc is a packaged foods company. It sells its products through grocery, convenience, mass merchandise, club, and drug stores.



You have received this email because you signed up for an account at Earnings Whispers with the email address:

Unsubscribe   |   Privacy Policy


© 1998 - 2025  Earnings Whispers ®