Earnings Whispers - November 1, 2025

Most Anticipated Releases for the Week Beginning Monday, November 3, 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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Palantir Technologies is Expected to Beat Estimates

Logo for Palantir Technologies Inc.Palantir Technologies (PLTR) is confirmed to report earnings on Monday, November 3, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.17 per share on revenue of $1.09 billion, representing 50.2% year-over-year revenue growth, and the Earnings Whisper ® number is $0.19 per share. The company's guidance was for revenue of $1.08 billion to $1.09 billion. Investors are bullish going into the company's earnings release with 63.6% expecting a beat. Short interest has decreased by 9.2% since the company's last earnings release while the stock has drifted higher by 16.7% from its open following the earnings release to be 52.0% above its 200 day moving average of $131.89. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 10.6% move on earnings and the stock has averaged a 15.5% move in recent quarters. On Friday, October 31, 2025 there was some notable buying of 26,471 contracts of the $200.00 call expiring on Friday, November 21, 2025.

Chart for Palantir Technologies Inc.

Advanced Micro Devices is Expected to Beat Estimates

Logo for Advanced Micro Devices, Inc.Advanced Micro Devices (AMD) is confirmed to report earnings on Tuesday, November 4, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $1.17 per share on revenue of $8.72 billion, representing 27.9% year-over-year revenue growth, and the Earnings Whisper ® number is $1.20 per share. The company's guidance was for revenue of $8.40 billion to $9.00 billion. Investors are bullish going into the company's earnings release with 78.4% expecting a beat. Short interest has decreased by 13.1% since the company's last earnings release while the stock has drifted higher by 55.2% from its open following the earnings release to be 84.6% above its 200 day moving average of $138.76. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 9.2% move on earnings and the stock has averaged a 6.4% move in recent quarters. On Thursday, October 30, 2025 there was some notable buying of 26,951 contracts of the $240.00 put expiring on Friday, January 16, 2026.

Hims & Hers Health is Expected to Beat Estimates

Logo for Hims & Hers Health, Inc.Hims & Hers Health (HIMS) is confirmed to report earnings on Monday, November 3, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.09 per share on revenue of $583.68 million, representing 45.4% year-over-year revenue growth, and the Earnings Whisper ® number is $0.11 per share. The company's guidance was for revenue of $570.00 million to $590.00 million. Investors are bearish going into the company's earnings release but with 49.5% expecting a beat. Short interest has increased by 2.4% since the company's last earnings release while the stock has drifted lower by 17.8% from its open following the earnings release to be 4.0% below its 200 day moving average of $47.34. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 15.3% move on earnings and the stock has averaged a 10.8% move in recent quarters. On Monday, October 13, 2025 there was some notable buying of 30,859 contracts of the $30.00 put expiring on Friday, December 19, 2025.

Robinhood Markets is Expected to Beat Estimates

Logo for Robinhood Markets, Inc.Robinhood Markets (HOOD) is confirmed to report earnings on Wednesday, November 5, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.51 per share on revenue of $1.21 billion, representing 90.0% year-over-year revenue growth, and the Earnings Whisper ® number is $0.57 per share. Investors are bullish going into the company's earnings release with 74.0% expecting a beat. Short interest has increased by 33.1% since the company's last earnings release while the stock has drifted higher by 41.3% from its open following the earnings release to be 80.2% above its 200 day moving average of $81.44. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 10.5% move on earnings and the stock has averaged a 7.6% move in recent quarters. On Friday, October 31, 2025 there was some notable buying of 17,955 contracts of the $155.00 call expiring on Friday, November 07, 2025.

Cipher Mining is Expected to Beat Estimates

Logo for Cipher Mining IncCipher Mining (CIFR) is confirmed to report earnings on Monday, November 3, 2025 at approximately 7:00 AM ET. The consensus estimate is a loss of $0.08 per share on revenue of $75.48 million, representing 213.2% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.06 per share. Investors are bullish going into the company's earnings release with 69.5% expecting a beat. Short interest has increased by 15.7% since the company's last earnings release while the stock has drifted higher by 260.0% from its open following the earnings release to be 164.4% above its 200 day moving average of $7.06. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 20.0% move on earnings and the stock has averaged a 8.0% move in recent quarters. On Friday, October 31, 2025 there was some notable buying of 29,105 contracts of the $18.00 put and 26,842 contracts of the $21.50 call expiring on Friday, November 07, 2025.

Arista Networks is Expected to Beat Estimates

Logo for Arista Networks, Inc.Arista Networks (ANET) is confirmed to report earnings on Tuesday, November 4, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.71 per share on revenue of $2.26 billion, representing 24.8% year-over-year revenue growth, and the Earnings Whisper ® number is $0.77 per share. The company's guidance was for revenue of approximately $2.25 billion. Investors are bullish going into the company's earnings release with 83.0% expecting a beat. Short interest has decreased by 19.9% since the company's last earnings release while the stock has drifted higher by 17.9% from its open following the earnings release to be 43.1% above its 200 day moving average of $110.22. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 11.2% move on earnings and the stock has averaged a 9.6% move in recent quarters. On Thursday, October 16, 2025 there was some notable buying of 5,504 contracts of the $100.00 put expiring on Friday, November 07, 2025.

Supermicro is Expected to Miss Estimates

Logo for SupermicroSupermicro (SMCI) is confirmed to report earnings on Tuesday, November 4, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.28 per share on revenue of $7.33 billion, representing 23.5% year-over-year revenue growth, and the Earnings Whisper ® number is $0.25 per share. The company's guidance was for earnings of $0.40 to $0.52 per share on revenue of $6.00 billion to $7.00 billion. Investors are bearish going into the company's earnings release but with 52.8% expecting a beat. Short interest has decreased by 8.0% 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 20.5% above its 200 day moving average of $43.13. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 12.2% move on earnings and the stock has averaged a 10.5% move in recent quarters. On Wednesday, October 29, 2025 there was some notable buying of 57,911 contracts of the $52.00 call expiring on Friday, November 21, 2025.

Navitas Semiconductor is Expected to Beat Estimates

Logo for Navitas Semiconductor CorpNavitas Semiconductor (NVTS) is confirmed to report earnings on Monday, November 3, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $0.05 per share on revenue of $10.10 million, a decline of 53.4% year-over-year, and the Earnings Whisper ® number is a loss of $0.03 per share. The company's guidance was for revenue of $9.50 million to $10.50 million. Investors are bearish going into the company's earnings release but with 36.4% expecting a beat. Short interest has decreased by 5.2% since the company's last earnings release while the stock has drifted higher by 114.3% from its open following the earnings release to be 134.8% above its 200 day moving average of $5.73. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 19.0% move on earnings and the stock has averaged a 10.9% move in recent quarters. On Tuesday, October 14, 2025 there was some notable buying of 10,547 contracts of the $18.00 call expiring on Friday, March 20, 2026.

Uber Technologies is Expected to Beat Estimates

Logo for Uber Technologies, Inc.Uber Technologies (UBER) is confirmed to report earnings on Tuesday, November 4, 2025 at approximately 6:55 AM ET. The consensus earnings estimate is $0.67 per share on revenue of $13.26 billion, representing 18.5% year-over-year revenue growth, and the Earnings Whisper ® number is $0.71 per share. Investors are bearish going into the company's earnings release but with 90.0% expecting a beat. Short interest has increased by 18.8% since the company's last earnings release while the stock has drifted higher by 6.1% from its open following the earnings release to be 14.0% above its 200 day moving average of $84.66. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 7.6% move on earnings and the stock has averaged a 6.0% move in recent quarters. On Tuesday, October 14, 2025 there was some notable buying of 36,798 contracts of the $110.00 call expiring on Friday, November 21, 2025.

Astera Labs is Expected to Beat Estimates

Logo for Astera Labs Astera Labs (ALAB) is confirmed to report earnings on Tuesday, November 4, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.39 per share on revenue of $206.73 million, representing 82.8% year-over-year revenue growth, and the Earnings Whisper ® number is $0.45 per share. The company's guidance was for earnings of $0.38 to $0.39 per share on revenue of $203.00 million to $210.00 million. Investors are bearish going into the company's earnings release but with 84.6% expecting a beat. Short interest has decreased by 17.1% since the company's last earnings release while the stock has drifted higher by 13.1% from its open following the earnings release to be 56.2% above its 200 day moving average of $119.53. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 16.5% move on earnings and the stock has averaged a 16.9% move in recent quarters. On Tuesday, October 28, 2025 there was some notable buying of 5,410 contracts of the $190.00 call expiring on Friday, November 21, 2025.

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

Neuronetics is Expected to Miss Estimates

Logo for Neuronetics, Inc.Neuronetics (STIM) is confirmed to report earnings on Tuesday, November 4, 2025 at approximately 7:05 AM ET. The consensus estimate is a loss of $0.11 per share on revenue of $38.14 million, representing 105.8% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.13 per share. The company's guidance was for revenue of $37.00 million to $39.00 million. Investors are bearish going into the company's earnings release but expect in-line results. Short interest has increased by 23.3% since the company's last earnings release while the stock has drifted lower by 35.5% from its open following the earnings release to be 28.4% below its 200 day moving average of $3.70. Overall earnings estimates have been revised lower since the company's last earnings release. and the stock has averaged a 24.6% move in recent quarters.

Chart for Neuronetics, Inc.

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.

Amazon.com Beat Expectations

Logo for Amazon.com IncAmazon.com (AMZN) reported earnings of $1.95 per share on revenue of $180.17 billion for the third quarter ended September 2025. The consensus earnings estimate was $1.58 per share on revenue of $177.96 billion. The Earnings Whisper number was $1.74 per share. The company beat expectations by 12.07% while revenue grew 13.40% on a year-over-year basis.

The company said it expects fourth quarter revenue of $206.0 billion to $213.0 billion. The current consensus revenue estimate is $208.15 billion for the quarter ending December 31, 2025.

“We continue to see strong momentum and growth across Amazon as AI drives meaningful improvements in every corner of our business,” said Andy Jassy, President and CEO, Amazon. “AWS is growing at a pace we haven’t seen since 2022, re-accelerating to 20.2% YoY. We continue to see strong demand in AI and core infrastructure, and we’ve been focused on accelerating capacity – adding more than 3.8 gigawatts in the past 12 months. In Stores, we continue to realize the benefits of innovating in our fulfillment network, and we’re on track to deliver to Prime members at the fastest speeds ever again this year, expand same-day delivery of perishable groceries to over 2,300 communities by end of year, and double the number of rural communities with access to Amazon’s Same-Day and Next-Day Delivery.”

Amazon.com Inc is an online retailer. The Company sells its products through the website which provides services, such as advertising services and co-branded credit card agreements. It also offers electronic devices like Kindle e-readers and Fire tablets.

Chart for Amazon.com Inc

Meta Platforms Beat Expectations

Logo for Meta Platforms IncMeta Platforms (META) reported earnings of $7.25 per share on revenue of $51.24 billion for the third quarter ended September 2025. The consensus earnings estimate was $6.61 per share on revenue of $49.34 billion. The Earnings Whisper number was $7.21 per share. The company beat expectations by 0.55% while revenue grew 26.25% on a year-over-year basis.

The company said it expects fourth quarter revenue of $56.0 billion to $59.0 billion. The current consensus revenue estimate is $57.0 billion for the quarter ending December 31, 2025.

"We had a strong quarter for our business and our community," said Mark Zuckerberg, Meta founder and CEO. "Meta Superintelligence Labs is off to a great start and we continue to lead the industry in AI glasses. If we deliver even a fraction of the opportunity ahead, then the next few years will be the most exciting period in our history."

Meta builds technologies that help people connect, find communities, and grow businesses.

Microsoft Beat Expectations

Logo for Microsoft CorpMicrosoft (MSFT) reported earnings of $4.13 per share on revenue of $77.67 billion for the fiscal first quarter ended September 2025. The consensus earnings estimate was $3.65 per share on revenue of $74.96 billion. The Earnings Whisper number was $3.71 per share. The company beat expectations by 11.32% while revenue grew 18.43% on a year-over-year basis.

The company said during its conference call it expects second quarter earnings of $3.91 to $4.02 per share on revenue of $79.50 billion to $80.60 billion. The current consensus earnings estimate is $3.78 per share on revenue of $79.73 billion for the quarter ending December 31, 2025.

"Our planet-scale cloud and AI factory, together with Copilots across high value domains, is driving broad diffusion and real-world impact," said Satya Nadella, chairman and chief executive officer of Microsoft. "It's why we continue to increase our investments in AI across both capital and talent to meet the massive opportunity ahead."

Microsoft Corp is engaged in designing, manufacturing, selling devices, and online advertising to a global customer audience. Its products include operating systems for computing devices, servers, phones, and other intelligent devices.

Sofi Technologies Beat Expectations

Logo for Sofi Technologies IncSofi Technologies (SOFI) reported earnings of $0.11 per share on revenue of $961.60 million for the third quarter ended September 2025. The consensus earnings estimate was $0.09 per share on revenue of $886.23 million. The Earnings Whisper number was $0.10 per share. The company beat expectations by 10.00% while revenue grew 37.94% on a year-over-year basis.

The company said it expects 2025 earnings of approximately $0.37 per share on revenue of approximately $3.54 billion. The company's previous guidance was earnings of approximately $0.31 per share on revenue of approximately $3.375 billion, and the current consensus earnings estimate is $0.32 per share on revenue of $3.44 billion for the year ending December 31, 2025.

"SoFi delivered an exceptional third quarter, fueled by the strength of our innovation and the power of our one-stop shop strategy,” said Anthony Noto, CEO of SoFi.

SoFi helps people achieve financial independence to realize their ambitions. SoFi membership comes with the key essentials for getting ahead, including career advisors and connection to a thriving community of like-minded, ambitious people.

Apple Missed Expectations

Logo for Apple IncApple (AAPL) reported earnings of $1.85 per share on revenue of $102.47 billion for the fiscal fourth quarter ended September 2025. The consensus earnings estimate was $1.73 per share on revenue of $101.27 billion. The Earnings Whisper number was $1.86 per share. The company missed expectations by 0.54% while revenue grew 7.94% on a year-over-year basis.

The company said during its conference call it expects first-quarter earnings of $2.55 to $2.71 per share on revenue of $136.73 billion to $139.22 billion. The current consensus earnings estimate is $2.52 per share on revenue of $131.24 billion for the quarter ending December 31, 2025.

“Today, Apple is very proud to report a September quarter revenue record of $102.5 billion, including a September quarter revenue record for iPhone and an all-time revenue record for Services,” said Tim Cook, Apple’s CEO. “In September, we were thrilled to launch our best iPhone lineup ever, including iPhone 17, iPhone 17 Pro and Pro Max, and iPhone Air. In addition, we launched the fantastic AirPods Pro 3 and the all-new Apple Watch lineup. When combined with the recently announced MacBook Pro and iPad Pro with the powerhouse M5 chip, we are excited to be sharing our most extraordinary lineup of products as we head into the holiday season.”

Apple Inc designs, manufactures, & markets mobile communication & media devices, personal computers, & portable digital music players, & sells a variety of related software, services, accessories, networking solutions, & third-party digital content.



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