Earnings Whispers - November 15, 2025

Most Anticipated Releases for the Week Beginning Monday, November 17, 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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NVIDIA is Expected to Beat Estimates

Logo for NVIDIA Corp.NVIDIA (NVDA) is confirmed to report earnings on Wednesday, November 19, 2025 at approximately 4:20 PM ET. The consensus earnings estimate is $1.17 per share on revenue of $54.59 billion, representing 55.6% year-over-year revenue growth, and the Earnings Whisper ® number is $1.28 per share. The company's guidance was for earnings of $1.17 to $1.28 per share on revenue of $52.92 billion to $55.08 billion. Investors are bullish going into the company's earnings release with 68.9% expecting a beat. Short interest has increased by 16.3% since the company's last earnings release while the stock has drifted higher by 5.2% from its open following the earnings release to be 26.3% above its 200 day moving average of $150.53. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 8.2% move on earnings and the stock has averaged a 4.8% move in recent quarters. On Friday, November 14, 2025 there was some notable buying of 68,597 contracts of the $195.00 call expiring on Friday, November 21, 2025.

Chart for NVIDIA Corp.

Palo Alto Networks is Expected to Beat Estimates

Logo for Palo Alto Networks, Inc.Palo Alto Networks (PANW) is confirmed to report earnings on Wednesday, November 19, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.89 per share on revenue of $2.46 billion, representing 15.0% year-over-year revenue growth, and the Earnings Whisper ® number is $0.91 per share. The company's guidance was for earnings of $0.88 to $0.90 per share on revenue of $2.45 billion to $2.47 billion. Investors are bearish going into the company's earnings release but with 82.8% expecting a beat. Short interest has increased by 29.8% since the company's last earnings release while the stock has drifted higher by 9.3% from its open following the earnings release to be 7.3% above its 200 day moving average of $191.32. 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 3.8% move in recent quarters. On Thursday, October 30, 2025 there was some notable buying of 1,171 contracts of the $265.00 call expiring on Friday, January 16, 2026.

Webull is Expected to Report In-line with Estimates

Logo for Webull CorporationWebull (BULL) is confirmed to report earnings on Thursday, November 20, 2025 at approximately 4:00 PM ET. The consensus earnings estimate is $0.03 per share on revenue of $133.03 million, and the Earnings Whisper ® number is $0.03 per share. Investors are bearish going into the company's earnings release but with 73.1% expecting a beat. Short interest has increased by 68.0% since the company's last earnings release while the stock has drifted lower by 42.0% 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 13.5% move on earnings and the stock has averaged a 8.1% move in recent quarters. On Monday, November 10, 2025 there was some notable buying of 5,801 contracts of the $12.00 call expiring on Friday, November 28, 2025.

Home Depot is Expected to Miss Estimates

Logo for Home Depot, Inc.Home Depot (HD) is confirmed to report earnings on Tuesday, November 18, 2025 at approximately 6:00 AM ET. The consensus earnings estimate is $3.81 per share on revenue of $41.04 billion, representing 2.0% year-over-year revenue growth, and the Earnings Whisper ® number is $3.80 per share. Investors are bullish going into the company's earnings release with 52.6% expecting a beat. Short interest has decreased by 3.4% since the company's last earnings release while the stock has drifted lower by 9.6% from its open following the earnings release to be 4.1% below its 200 day moving average of $377.74. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 5.3% move on earnings and the stock has averaged a 1.5% move in recent quarters. On Tuesday, November 11, 2025 there was some notable buying of 2,093 contracts of the $345.00 put expiring on Friday, January 16, 2026.

Target is Expected to Miss Estimates

Logo for Target Corp.Target (TGT) is confirmed to report earnings on Wednesday, November 19, 2025 at approximately 6:30 AM ET. The consensus earnings estimate is $1.76 per share on revenue of $25.42 billion, a decline of 1.0% year-over-year, and the Earnings Whisper ® number is $1.75 per share. Investors are bearish going into the company's earnings release but with 62.5% expecting a beat. Short interest has increased by 15.4% since the company's last earnings release while the stock has drifted lower by 4.8% from its open following the earnings release to be 10.4% below its 200 day moving average of $100.35. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 10.6% move on earnings and the stock has averaged a 9.2% move in recent quarters. On Tuesday, November 11, 2025 there was some notable buying of 6,404 contracts of the $75.00 call expiring on Friday, November 21, 2025.

Trip.com Group Limited is Expected to Beat Estimates

Logo for Trip.com Group LimitedTrip.com Group Limited (TCOM) is confirmed to report earnings on Monday, November 17, 2025 at approximately 6:00 PM ET. The consensus earnings estimate is $1.15 per share on revenue of $2.54 billion, representing 12.3% year-over-year revenue growth, and the Earnings Whisper ® number is $1.19 per share. Investors are bearish going into the company's earnings release but with 40.0% expecting a beat. Short interest has decreased by 15.6% since the company's last earnings release while the stock has drifted higher by 13.2% from its open following the earnings release to be 11.2% above its 200 day moving average of $64.80. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 8.3% move on earnings and the stock has averaged a 6.0% move in recent quarters. On Wednesday, November 12, 2025 there was some notable buying of 1,200 contracts of the $85.00 call expiring on Friday, November 21, 2025.

Arbe Robotics is Expected to Report In-line with Estimates

Logo for Arbe Robotics Ltd.Arbe Robotics (ARBE) is confirmed to report earnings on Monday, November 17, 2025 at approximately 7:00 AM ET. The consensus estimate is a loss of $0.07 per share on revenue of $700.00 thousand, representing 469.1% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.07 per share. Investors are bearish going into the company's earnings release but with 42.9% expecting a beat. Short interest has decreased by 55.0% since the company's last earnings release while the stock has drifted higher by 2.1% from its open following the earnings release to be 10.9% below its 200 day moving average of $1.63. Overall earnings estimates have been revised higher since the company's last earnings release. Option Traders are pricing in a 10.3% move on earnings and the stock has averaged a 8.0% move in recent quarters. On Wednesday, November 12, 2025 there was some notable buying of 7,211 contracts of the $3.00 call expiring on Friday, December 19, 2025.

Baidu is Expected to Beat Estimates

Logo for Baidu, Inc.Baidu (BIDU) is confirmed to report earnings on Tuesday, November 18, 2025 at approximately 5:00 AM ET. The consensus earnings estimate is $1.20 per share on revenue of $4.31 billion, a decline of 9.9% year-over-year, and the Earnings Whisper ® number is $1.34 per share. Investors are bullish going into the company's earnings release with 46.2% expecting a beat. Short interest has decreased by 20.9% since the company's last earnings release while the stock has drifted higher by 34.6% from its open following the earnings release to be 18.4% above its 200 day moving average of $97.96. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 10.2% move on earnings and the stock has averaged a 4.4% move in recent quarters. On Friday, November 14, 2025 there was some notable buying of 1,826 contracts of the $95.00 put expiring on Friday, December 19, 2025.

Walmart is Expected to Beat Estimates

Logo for Walmart Inc.Walmart (WMT) is confirmed to report earnings on Thursday, November 20, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.61 per share on revenue of $177.01 billion, representing 4.4% year-over-year revenue growth, and the Earnings Whisper ® number is $0.63 per share. The company's guidance was for earnings of $0.58 to $0.60 per share on revenue of $175.95 billion to $177.64 billion. Investors are bullish going into the company's earnings release with 75.0% expecting a beat. Short interest has increased by 4.7% since the company's last earnings release while the stock has drifted higher by 3.1% from its open following the earnings release to be 4.7% above its 200 day moving average of $97.92. Overall earnings estimates are unchanged since the company's last earnings release. Option Traders are pricing in a 5.6% move on earnings and the stock has averaged a 4.7% move in recent quarters. On Friday, October 31, 2025 there was some notable buying of 7,070 contracts of the $91.00 put expiring on Friday, December 12, 2025.

Veeva Systems is Expected to Beat Estimates

Logo for Veeva Systems Inc.Veeva Systems (VEEV) is confirmed to report earnings on Thursday, November 20, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $1.95 per share on revenue of $791.88 million, representing 13.3% year-over-year revenue growth, and the Earnings Whisper ® number is $1.98 per share. The company's guidance was for earnings of $1.94 to $1.95 per share on revenue of $790.00 million to $793.00 million. Investors are bearish going into the company's earnings release but with 81.8% expecting a beat. Short interest has decreased by 6.3% since the company's last earnings release while the stock has drifted higher by 2.8% from its open following the earnings release to be 12.1% above its 200 day moving average of $261.75. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 7.8% move on earnings and the stock has averaged a 10.1% move in recent quarters.

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

James Hardie Industries N.V. is Expected to Beat Estimates

Logo for James Hardie Industries N.V.James Hardie Industries N.V. (JHX) is confirmed to report earnings on Tuesday, November 18, 2025 at approximately 0:00 AM ET. The consensus earnings estimate is $0.25 per share on revenue of $1.29 billion, representing 34.3% year-over-year revenue growth, and the Earnings Whisper ® number is $0.27 per share. Investors are bearish going into the company's earnings release but with 75.0% expecting a beat. Short interest has increased by 113.5% since the company's last earnings release while the stock has drifted lower by 16.1% from its open following the earnings release to be 33.3% below its 200 day moving average of $25.02. Overall earnings estimates have been revised lower since the company's last earnings release. Option Traders are pricing in a 7.9% move on earnings and the stock has averaged a 34.4% move in recent quarters. On Friday, November 07, 2025 there was some notable buying of 3,277 contracts of the $15.00 put expiring on Friday, November 21, 2025.

Chart for James Hardie Industries N.V.

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.

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

Coreweave Inc Cl A Beat Expectations

Logo for Coreweave Inc Cl ACoreweave Inc Cl A (CRWV) reported a loss of $0.22 per share on revenue of $1.36 billion for the third quarter ended September 2025. The consensus estimate was a loss of $0.39 per share on revenue of $1.28 billion. The Earnings Whisper number was a loss of $0.34 per share. The company beat expectations by 35.29%.

The company said during its conference call it now expects 2025 revenue of $5.05 billion to $5.15 billion. The company's previous guidance was revenue of $5.15 billion to $5.35 billion, and the current consensus revenue estimate is $5.24 billion for the year ending December 31, 2025.

“We delivered an exceptional third quarter, setting new records for revenue and almost doubling our revenue backlog to more than $55 billion,” said Michael Intrator, Co-Founder, Chairman of the Board and Chief Executive Officer, CoreWeave. “Our performance reflects disciplined execution across every part of our business, from scaling infrastructure and expanding capacity to deepening customer relationships and advancing our software and services. CoreWeave’s position as the essential cloud for AI has never been stronger as we drive growth through focus and innovation to power the next generation of AI.”

CoreWeave, the AI Hyperscaler™, delivers a cloud platform of cutting-edge software powering the next wave of AI.

Chart for Coreweave Inc Cl A

Rigetti Computing Beat Expectations

Logo for Rigetti Computing IncRigetti Computing (RGTI) reported a loss of $0.03 per share on revenue of $1.95 million for the third quarter ended September 2025. The consensus estimate was a loss of $0.05 per share on revenue of $2.39 million. The Earnings Whisper number was a loss of $0.04 per share. The company beat expectations by 25.00% while revenue fell 18.12% compared to the same quarter a year ago.

“This past quarter, we saw strong momentum with both the demand for our on-premises quantum computers and the development of collaborations to advance our own R&D and the quantum ecosystem more broadly,” says Dr. Subodh Kulkarni, Rigetti CEO.

Rigetti is a pioneer in full-stack quantum computing.

Oklo Missed Expectations

Logo for Oklo IncOklo (OKLO) reported a loss of $0.20 per share on revenue of $0.00 million for the third quarter ended September 2025. The consensus estimate was a loss of $0.13 per share on revenue of $1.50 million. The Earnings Whisper number was a loss of $0.12 per share. The company missed expectations by 66.67%.

Oklo Inc. is developing fast fission power plants to provide clean, reliable, and affordable energy at scale.

Walt Disney Missed Expectations

Logo for Walt Disney CompanyWalt Disney (DIS) reported earnings of $1.11 per share on revenue of $22.46 billion for the fiscal fourth quarter ended September 2025. The consensus earnings estimate was $1.03 per share on revenue of $22.88 billion. The Earnings Whisper number was $1.12 per share. The company missed expectations by 0.89% while revenue fell 0.49% compared to the same quarter a year ago.

The company said it expects fiscal 2026 earnings of at least $6.52 per share. The current consensus earnings estimate is $6.49 per share for the year ending September 30, 2026.

Walt Disney Co, together with its subsidiaries, is a diversified entertainment company with operations in five business segments: Media Networks, Parks and Resorts, Studio Entertainment, Consumer Products and Interactive.

Cisco Systems Reported In-line with Expectations

Logo for Cisco Systems IncCisco Systems (CSCO) reported earnings of $1.00 per share on revenue of $14.88 billion for the fiscal first quarter ended October 2025. The consensus earnings estimate was $0.98 per share on revenue of $14.78 billion. The Earnings Whisper number was $1.00 per share. The company reported in-line with expectations while revenue grew 7.53% on a year-over-year basis.

The company said it expects second quarter non-GAAP earnings of $1.01 to $1.03 per share on revenue of $15.0 billion to $15.20 billion. The current consensus earnings estimate is $0.99 per share on revenue of $14.65 billion for the quarter ending January 31, 2026. The company said it expects fiscal 2026 non-GAAP earnings of $4.08 to $4.14 per share on revenue of $60.20 billion to $61.00 billion. The company's previous guidance was earnings of $4.00 to $4.06 per share on revenue of $59.0 billion to $60.0 billion, and the current consensus earnings estimate is $4.05 per share on revenue of $59.59 billion for the year ending July 31, 2026.

"We had a solid start to fiscal 2026, and Cisco is on track to deliver our strongest year yet," said Chuck Robbins, chair and CEO of Cisco. "The widespread demand for our technologies highlights the critical role of secure networking and the value of our portfolio as customers move quickly to unlock the potential of AI."

Cisco Systems Inc is engaged in designing, manufacturing and selling of Internet Protocol (IP) based networking products and services related to the communications and information technology (IT) industry.



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