Earnings Whispers - November 8, 2025

Most Anticipated Releases for the Week Beginning Monday, November 10, 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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Rigetti Computing is Expected to Beat Estimates

Logo for Rigetti Computing IncRigetti Computing (RGTI) is confirmed to report earnings on Monday, November 10, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $0.05 per share on revenue of $2.39 million, representing 0.5% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.04 per share. Investors are bearish going into the company's earnings release but with 37.7% expecting a beat. Short interest has decreased by 12.4% since the company's last earnings release while the stock has drifted higher by 108.2% from its open following the earnings release to be 96.0% above its 200 day moving average of $17.23. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 17.6% move on earnings and the stock has averaged a 6.9% move in recent quarters. On Friday, November 07, 2025 there was some notable buying of 15,610 contracts of the $20.00 put expiring on Friday, November 28, 2025.

Chart for Rigetti Computing Inc

CoreWeave is Expected to Beat Estimates

Logo for CoreWeave, Inc.CoreWeave (CRWV) is confirmed to report earnings on Monday, November 10, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $0.39 per share on revenue of $1.28 billion, and the Earnings Whisper ® number is a loss of $0.34 per share. The company's guidance was for revenue of $1.26 billion to $1.30 billion. Investors are bullish going into the company's earnings release with 55.6% expecting a beat. Short interest has increased by 47.3% since the company's last earnings release while the stock has drifted lower by 21.8% from its open following the earnings release. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 16.6% move on earnings and the stock has averaged a 11.7% move in recent quarters. On Wednesday, October 22, 2025 there was some notable buying of 25,508 contracts of the $140.00 call expiring on Friday, December 19, 2025.

BigBear.ai is Expected to Beat Estimates

Logo for BigBear.aiBigBear.ai (BBAI) is confirmed to report earnings on Monday, November 10, 2025 at approximately 4:15 PM ET. The consensus estimate is a loss of $0.06 per share on revenue of $31.13 million, a decline of 25.0% year-over-year, and the Earnings Whisper ® number is a loss of $0.04 per share. Investors are bearish going into the company's earnings release but with 31.4% expecting a beat. Short interest has increased by 12.8% since the company's last earnings release while the stock has drifted higher by 17.1% from its open following the earnings release to be 7.1% above its 200 day moving average of $5.30. Overall earnings estimates are unchanged since the company's last earnings release. Option Traders are pricing in a 17.1% move on earnings and the stock has averaged a 10.8% move in recent quarters. On Wednesday, October 29, 2025 there was some notable buying of 11,225 contracts of the $7.50 call expiring on Friday, November 21, 2025.

Nebius Group is Expected to Beat Estimates

Logo for Nebius Group before the market opens. The consensus estimate is a loss of $0.50 per share on revenue of $150.63 million, and the Earnings Whisper ® number is a loss of $0.45 per share. Investors are bearish going into the company's earnings release but with 70.0% expecting a beat. The stock is 95.7% above its 200 day moving average of $56.85. Option Traders are pricing in a 16.9% move on earnings. On Tuesday, October 28, 2025 there was some notable buying of 4,178 contracts of the $140.00 call expiring on Friday, January 16, 2026.

Beyond Meat is Expected to Miss Estimates

Logo for Beyond Meat, Inc.Beyond Meat (BYND) is confirmed to report earnings on Tuesday, November 11, 2025 at approximately 5:00 PM ET. The consensus estimate is a loss of $0.41 per share on revenue of $68.89 million, a decline of 15.0% year-over-year, and the Earnings Whisper ® number is a loss of $0.48 per share. The company's guidance was for revenue of $68.00 million to $73.00 million. Investors are bearish going into the company's earnings release but with 79.1% expecting a beat. Short interest has increased by 89.7% since the company's last earnings release while the stock has drifted lower by 51.6% from its open following the earnings release to be 53.2% below its 200 day moving average of $2.97. Overall earnings estimates have been revised lower since the company's last earnings release. and the stock has averaged a 12.2% move in recent quarters. On Tuesday, October 21, 2025 there was some notable buying of 67,232 contracts of the $40.00 call expiring on Friday, December 19, 2025.

Rocket Lab USA is Expected to Miss Estimates

Logo for Rocket Lab USA, Inc.Rocket Lab USA (RKLB) is confirmed to report earnings on Monday, November 10, 2025 at approximately 4:15 PM ET. The consensus estimate is a loss of $0.09 per share on revenue of $149.82 million, representing 42.9% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.11 per share. The company's guidance was for revenue of $145.00 million to $155.00 million. Investors are bearish going into the company's earnings release but with 62.9% expecting a beat. Short interest has decreased by 2.1% since the company's last earnings release while the stock has drifted higher by 8.6% from its open following the earnings release to be 41.0% above its 200 day moving average of $36.61. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 14.9% move on earnings and the stock has averaged a 1.1% move in recent quarters. On Wednesday, November 05, 2025 there was some notable buying of 15,117 contracts of the $61.00 call and 15,102 contracts of the $45.00 put expiring on Friday, November 14, 2025.

Oklo is Expected to Beat Estimates

Logo for Oklo Inc.Oklo (OKLO) is confirmed to report earnings on Tuesday, November 11, 2025 at approximately 4:15 PM ET. The consensus estimate is a loss of $0.13 per share on revenue of $1.50 million, and the Earnings Whisper ® number is a loss of $0.12 per share. Investors are bearish going into the company's earnings release but with 46.7% expecting a beat. Short interest has increased by 5.1% since the company's last earnings release while the stock has drifted higher by 60.7% from its open following the earnings release to be 75.6% above its 200 day moving average of $64.15. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 16.0% move on earnings and the stock has averaged a 12.3% move in recent quarters. On Thursday, November 06, 2025 there was some notable buying of 6,077 contracts of the $95.00 put expiring on Friday, November 14, 2025.

Pagaya Technologies is Expected to Beat Estimates

Logo for Pagaya Technologies Ltd.Pagaya Technologies (PGY) is confirmed to report earnings on Monday, November 10, 2025 at approximately 7:05 AM ET. The consensus earnings estimate is $0.66 per share on revenue of $339.00 million, representing 31.8% year-over-year revenue growth, and the Earnings Whisper ® number is $0.70 per share. The company's guidance was for revenue of $330.00 million to $350.00 million. Investors are bullish going into the company's earnings release with 61.5% expecting a beat. Short interest has increased by 26.0% since the company's last earnings release while the stock has drifted lower by 32.1% from its open following the earnings release to be 14.7% above its 200 day moving average of $21.32. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 13.5% move on earnings and the stock has averaged a 15.0% move in recent quarters. On Friday, November 07, 2025 there was some notable buying of 3,631 contracts of the $22.00 put expiring on Friday, November 21, 2025.

AST SpaceMobile is Expected to Report In-line with Estimates

Logo for AST SpaceMobile, Inc.AST SpaceMobile (ASTS) is confirmed to report earnings on Monday, November 10, 2025 at approximately 4:15 PM ET. The consensus estimate is a loss of $0.18 per share on revenue of $20.74 million, representing 1,785.5% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.18 per share. Investors are bearish going into the company's earnings release but with 50.0% expecting a beat. Short interest has decreased by 10.2% since the company's last earnings release while the stock has drifted higher by 35.0% from its open following the earnings release to be 68.1% above its 200 day moving average of $41.16. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 17.3% move on earnings and the stock has averaged a 25.2% move in recent quarters. On Thursday, November 06, 2025 there was some notable buying of 27,011 contracts of the $45.00 put expiring on Friday, January 16, 2026.

Barrick Mining is Expected to Beat Estimates

Logo for Barrick Mining CorporationBarrick Mining (B) is confirmed to report earnings on Monday, November 10, 2025 at approximately 6:50 AM ET. The consensus earnings estimate is $0.57 per share on revenue of $4.22 billion, representing 988.2% year-over-year revenue growth, and the Earnings Whisper ® number is $0.59 per share. Investors are bullish going into the company's earnings release with 50.0% expecting a beat. Short interest has increased by 28.2% since the company's last earnings release while the stock has drifted higher by 48.0% 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 6.6% move on earnings and the stock has averaged a 2.5% move in recent quarters. On Monday, October 20, 2025 there was some notable buying of 30,655 contracts of the $50.00 call expiring on Thursday, June 18, 2026.

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

Microvast Holdings, Inc. is Scheduled to Report on Monday, November 10, 2025

Logo for Microvast Holdings, Inc. Microvast Holdings, Inc. (MVST) is confirmed to report earnings on Monday, November 10, 2025 at approximately 5:00 PM ET. on revenue of $118.37 million, representing 16.7% year-over-year revenue growth. Investors are bullish going into the company's earnings release with 75.0% expecting a beat. Short interest has decreased by 16.5% since the company's last earnings release while the stock has drifted higher by 98.0% from its open following the earnings release to be 64.9% above its 200 day moving average of $2.99. Overall earnings estimates are unchanged since the company's last earnings release. Option Traders are pricing in a 17.2% move on earnings. On Tuesday, October 28, 2025 there was some notable buying of 2,140 contracts of the $10.00 call expiring on Friday, December 19, 2025.

Chart for Microvast Holdings, 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.

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

Palantir Technologies Inc Cl A Beat Expectations

Logo for Palantir Technologies Inc Cl APalantir Technologies Inc Cl A (PLTR) reported earnings of $0.21 per share on revenue of $1.18 billion for the third quarter ended September 2025. The consensus earnings estimate was $0.17 per share on revenue of $1.09 billion. The Earnings Whisper number was $0.19 per share. The company beat expectations by 10.53% while revenue grew 62.79% on a year-over-year basis.

The company said it expects 2025 revenue of $4.396 billion to $4.400 billion. The company's previous guidance was revenue of $4.142 billion to $4.150 billion, and the current consensus revenue estimate is $4.17 billion for the year ending December 31, 2025.

“114% - our Rule of 40 score! These results make undeniable the transformational impact of using AIP to compound AI leverage. Year-over-year growth in our U.S. business surged to 77%, and year-over-year growth in U.S. commercial climbed to 121%. We are yet again announcing the highest sequential quarterly revenue growth guide in our company’s history, representing 61% year-over-year growth,” said Alex C. Karp, Co-Founder and Chief Executive Officer of Palantir Technologies.

Palantir Technologies Inc. is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments.

Chart for Palantir Technologies Inc Cl A

Adv Micro Devices Reported In-line with Expectations

Logo for Adv Micro DevicesAdv Micro Devices (AMD) reported earnings of $1.20 per share on revenue of $9.25 billion for the third quarter ended September 2025. The consensus earnings estimate was $1.17 per share on revenue of $8.72 billion. The Earnings Whisper number was $1.20 per share. The company reported in-line with expectations while revenue grew 35.59% on a year-over-year basis.

The company said it expects fourth quarter revenue of $9.30 billion to $9.90 billion. The current consensus revenue estimate is $9.20 billion for the quarter ending December 31, 2025.

"We delivered an outstanding quarter, with record revenue and profitability reflecting broad based demand for our high-performance EPYC and Ryzen processors and Instinct AI accelerators," said Dr. Lisa Su, AMD chair and CEO. "Our record third quarter performance and strong fourth quarter guidance marks a clear step up in our growth trajectory as our expanding compute franchise and rapidly scaling data center AI business drive significant revenue and earnings growth.

Advanced Micro Devices Inc is a semiconductor company with facilities around the world. It operates in two segments: Computing Solutions and Graphics and Visual Solutions.

Hims & Hers Health Missed Expectations

Logo for Hims & Hers Health IncHims & Hers Health (HIMS) reported earnings of $0.09 per share on revenue of $598.98 million for the third quarter ended September 2025. The consensus earnings estimate was $0.09 per share on revenue of $583.68 million. The Earnings Whisper number was $0.11 per share. The company missed expectations by 18.18% while revenue grew 49.16% on a year-over-year basis.

The company said it expects fourth quarter revenue of $605.0 million to $625.0 million. The current consensus revenue estimate is $638.3 million for the quarter ending December 31, 2025.

“This quarter we continued to prove that our vision of helping tens of millions of people around the world access best-in-class, personalized care, from the comfort of their own home is more real than ever. We’re building a platform that gets more personal, more proactive, and resonates with more people as we scale,” said Andrew Dudum, co-founder and CEO. “We’re launching new specialties at an increasing pace, we’re partnering with leaders across healthcare to bring new solutions and services to our users, and we’re making significant progress in establishing Hims & Hers as a truly global brand. The number of people we can help is accelerating rapidly and we’ve never been more confident in our ability to lead this transformation in how the world accesses care.”

Hims & Hers is a multi-specialty telehealth platform that connects consumers to licensed healthcare professionals, enabling them to access high-quality medical care for numerous conditions related to primary care, mental health, sexual health, dermatology, and more.

Robinhood Markets Inc Cl A Beat Expectations

Logo for Robinhood Markets Inc Cl ARobinhood Markets Inc Cl A (HOOD) reported earnings of $0.61 per share on revenue of $1.27 billion for the third quarter ended September 2025. The consensus earnings estimate was $0.51 per share on revenue of $1.21 billion. The Earnings Whisper number was $0.57 per share. The company beat expectations by 7.02% while revenue grew 100.00% on a year-over-year basis.

"Our team’s relentless product velocity drove record business results in Q3 and we’re not slowing down— Prediction Markets are growing rapidly, Robinhood Banking is starting to roll out, and Robinhood Ventures is coming,” said Vlad Tenev, Chairman and CEO of Robinhood.

Robinhood Markets is on a mission to democratize finance for all.

Uber Technologies Beat Expectations

Logo for Uber Technologies IncUber Technologies (UBER) reported earnings of $3.11 per share on revenue of $13.47 billion for the third quarter ended September 2025. The consensus earnings estimate was $0.67 per share on revenue of $13.26 billion. The Earnings Whisper number was $0.71 per share. The company beat expectations by 338.03% while revenue grew 20.37% on a year-over-year basis.

“Uber’s growth kicked into high gear in Q3, marking one of the largest trip-volume increases in the company’s history,” said Dara Khosrowshahi, CEO. “We’re building on that momentum by investing in lifelong customer relationships, leaning into our local commerce strategy, and harnessing the transformative potential of AI and autonomy.”

Uber's mission is to create opportunity through movement.



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