Earnings Whispers - August 26, 2025

Summary for Monday, August 25, 2025

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A summary of guidance and results for the day, with a list of top surprises
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Top Earnings News

Pinduoduo Beat Expectations

Logo for Pinduoduo Inc.Pinduoduo (PDD) reported earnings of $3.08 per share on revenue of $14.52 billion for the second quarter ended June 2025. The consensus earnings estimate was $1.91 per share on revenue of $14.35 billion. The Earnings Whisper number was $1.87 per share. The company beat expectations by 64.71% while revenue grew 8.68% on a year-over-year basis.

Pinduoduo is a mobile-only marketplace that connects millions of agricultural producers with consumers across China.

Chart for Pinduoduo Inc.

In-line Guidance

Semtech Guides In-line

Logo for Semtech Corp.Semtech Corp. (SMTC) said it expects third quarter non-GAAP earnings of $0.41 to $0.47 per share on revenue of $261.0 million to $271.0 million. The current consensus earnings estimate is $0.44 per share on revenue of $264.8 million for the quarter ending October 31, 2025.

Semtech Corp designs, develops and markets products for commercial applications, the majority of which are sold into the enterprise computing, communications, high-end consumer and industrial end-markets.

Chart for Semtech Corp.

NVIDIA's secret partner consumes city-level power.

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Nuclear stocks up 42% this year as grids strain. 99% don't know this infrastructure monopoly. Energy crisis = trillion $ opportunity →

Positive Surprise

NAPCO Security Technologies Beat Consensus Estimates

Logo for NAPCO Security Technologies, Inc.NAPCO Security Technologies (NSSC) reported earnings of $0.33 per share on revenue of $50.72 million for the fiscal fourth quarter ended June 2025. The consensus earnings estimate was $0.28 per share on revenue of $44.20 million. The company beat consensus estimates by 17.86% while revenue grew 0.78% on a year-over-year basis.

NAPCO Security Technologies Inc is engaged in manufacturing of security products, encompassing access control systems, door security products, intrusion and fire alarm systems and video surveillance products.

Chart for NAPCO Security Technologies, Inc.

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Negative Surprise

Molecular Partners AG Missed Consensus Estimates

Logo for Molecular Partners Ag ADRMolecular Partners AG (MOLN) reported a loss of $0.67 per share on revenue of $0.00 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.53 per share on revenue of $25.33 million. The company missed consensus estimates by 26.42% while revenue fell 100.00% compared to the same quarter a year ago.

Molecular Partners AG is a clinical-stage biotech company developing DARPin therapeutics, a new class of custom-built protein drugs designed to address challenges current modalities cannot.

Chart for Molecular Partners Ag ADR

A calendar showing logos of companies scheduled to report earnings on the next business day.

Okta is Expected to Beat Estimates

Logo for Okta, Inc.Okta (OKTA) is confirmed to report earnings on Tuesday, August 26, 2025 at approximately 4:00 PM ET. The consensus earnings estimate is $0.85 per share on revenue of $711.04 million, respresenting 10.1% year-over-year revenue growth, and the Earnings Whisper ® number is $0.92 per share. Investors are 36.9% bearish going into the company's earnings release. Option traders are pricing in a 12.3% move on earnings and the stock has averaged a 15.7% move in recent quarters.

Chart for Okta, Inc.

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A list showing logos of companies scheduled to report earnings on the next business day based on expected moves.


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