Earnings Whispers - February 3, 2026

Summary for Monday, February 2, 2026

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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

Palantir Technologies Missed Expectations

Logo for Palantir Technologies Inc Cl APalantir Technologies (PLTR) reported earnings of $0.25 per share on revenue of $1.41 billion for the fourth quarter ended December 2025. The consensus earnings estimate was $0.23 per share on revenue of $1.35 billion. The Earnings Whisper number was $0.27 per share. The company missed expectations by 7.41% while revenue grew 70.00% on a year-over-year basis.

The company said it expects first quarter revenue of $1.532 billion to $1.536 billion and 2026 revenue of $7.182 billion to $7.198 billion. The current consensus revenue estimate is $1.33 billion for the quarter ending March 31, 2026 and revenue of $6.28 billion for the year ending December 31, 2026.

“Palantir’s Rule of 40 score is now an incredible 127%. Last quarter, our U.S. revenue grew 93% year-over-year and U.S. commercial revenue grew 137% year-over-year. We are also announcing a 2026 revenue growth guide of 61% year-over-year. We are an n of 1, and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models, a trend that we first called ‘commodity cognition’ well before others started repeating it,” 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

Positive Guidance

Teradyne Guides Above Estimates

Logo for Teradyne, Inc.Teradyne, Inc. (TER) said it expects first quarter earnings of $1.89 to $2.25 per share on revenue of $1.15 billion to $1.25 billion. The current consensus earnings estimate is $1.29 per share on revenue of $924.75 million for the quarter ending March 31, 2026.

Teradyne Inc designs, develops, manufactures and sells automatic test systems and solutions used to test test semiconductors, wireless products, hard disk drives, solid state disks and circuit boards.

Chart for Teradyne, Inc.

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Negative Guidance

Healthpeak Properties Guides Below Estimates

Logo for Healthpeak Properties, Inc.Healthpeak Properties, Inc. (DOC) said it expects funds from operations of $1.70 to $1.74 per share. The current consensus FFO estimate is $1.84 per share for the year ending December 31, 2025.

Physicians Realty Trust is a healthcare real estate company that owns, acquires, selectively develops, and manages healthcare properties leased to physicians, hospitals and healthcare delivery systems.

Chart for Healthpeak Properties, Inc.

Other Top Guidance Announcements

DVADaVita Guides Above Estimates
KFRCKforce Guides In-line
WWDWoodward Raises Guidance
NJRNew Jersey Resources Raises Guidance
NXPINXP Semiconductors Guides In-line
APTVAptiv Sees First Quarter Below Estimates, but Guides In-line for the Year
FNFabrinet Guides Above Estimates
OPRAOpera Sees Revenue Above Estimates
RVTYRevvity Guides Above Estimates
IDXXIDEXX Labs Guides In-line
ASHAshland Reaffirms
SPGSimon Guides In-line

Amazon's $794M Bombshell: Nvidia's Secret Partner Revealed

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Amazon has quietly poured $144 million into a secretive AI chip company, and committed to buying a staggering $650 million of their product. Why? Because this obscure startup holds the key to unleashing the full potential of Nvidia's revolutionary Blackwell chip. Discover the company at the heart of the AI arms race.

Positive Surprise

Flexsteel Industries Beat Consensus Estimates

Logo for Flexsteel IndsFlexsteel Industries (FLXS) reported earnings of $1.18 per share on revenue of $118.25 million for the fiscal second quarter ended December 2025. The consensus earnings estimate was $0.79 per share on revenue of $107.51 million. The company beat consensus estimates by 49.37% while revenue grew 9.00% on a year-over-year basis.

Flexsteel Industries, Inc., and Subsidiaries, is one of the largest manufacturers, importers, and marketers of residential furniture products in the United States.

Chart for Flexsteel Inds

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Negative Surprise

Two Harbors Investment Missed Expectations

Logo for Two Harbors Invt CorpTwo Harbors Investment (TWO) reported earnings of $0.21 per share on revenue of $89.92 million for the fourth quarter ended December 2025. The consensus earnings estimate was $0.27 per share. The Earnings Whisper number was $0.26 per share. The company missed expectations by 19.23% while revenue fell 13.35% compared to the same quarter a year ago.

Two Harbors Investment Corp is a REIT. It invests in, finances and manages residential mortgage-backed securities, residential mortgage loans, mortgage servicing rights, commercial real estate debt and related assets and other financial assets.

Chart for Two Harbors Invt Corp

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

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, February 3, 2026 at approximately 4:15 PM ET. The consensus earnings estimate is $1.32 per share on revenue of $9.65 billion, respresenting 26.0% year-over-year revenue growth, and the Earnings Whisper ® number is $1.33 per share. Investors are 7.5% bullish going into the company's earnings release. Option traders are pricing in a 9.0% move on earnings and the stock has averaged a 5.3% move in recent quarters.

Chart for Advanced Micro Devices, 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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