Earnings Whispers - March 17, 2026

Summary for Monday, March 16, 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

Dollar Tree Missed Expectations

Logo for Dollar Tree IncDollar Tree (DLTR) reported earnings of $2.56 per share on revenue of $5.45 billion for the fiscal fourth quarter ended January 2026. The consensus earnings estimate was $2.53 per share on revenue of $5.47 billion. The Earnings Whisper number was $2.60 per share. The company missed expectations by 1.54% while revenue grew 9.02% on a year-over-year basis.

The company said it expects first quarter earnings of $1.45 to $1.60 per share on revenue of $4.90 billion to $5.00 billion and fiscal 2027 earnings of $6.50 to $6.90 per share on revenue of $20.50 billion to $20.70 billion. The current consensus estimate is earnings of $1.58 per share on revenue of $4.98 billion for the quarter ending April 30, 2026 and earnings of $6.69 per share on revenue of $20.68 billion for the year ending January 31, 2027.

Dollar Tree Stores Inc is a operator of discount variety stores offering merchandise at the fixed price of $1.00. At January 31, 2015, the Company operated 5,367 discount variety retail stores.

Chart for Dollar Tree Inc

Positive Guidance

VNET Sees Revenue Above Estimates

Logo for VNET Group, Inc.VNET Group, Inc. (VNET) said it expects 2026 revenue of $1.67 billion to $1.71 billion. The current consensus revenue estimate is $1.66 billion for the year ending December 31, 2026.

21Vianet Group Inc is a carrier-neutral internet data center service provider. It provides hosting and related services, managed network services and cloud computing infrastructure services, improving the reliability, security and speed.

Chart for VNET Group, Inc.

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Negative Guidance

Microvast Provides Guidance Below Estimates

Logo for Microvast Holdings, Inc. Microvast Holdings, Inc. (MVST) said it expects 2026 revenue of more than $427.5 million. The current consensus revenue estimate is $525.0 million for the year ending December 31, 2026.

Microvast is a technology innovator that designs, develops and manufactures lithium-ion battery solutions.

Chart for Microvast Holdings, Inc.

Other Top Guidance Announcements

DFLIDragonfly Energy Guideselow Estimates
BTMBitcoin Depot Guides Below Estimates
ASRTAssertio Guides In-line
SMTCSemtech Sees Revenue Above Estimates
DCGODocGo Raises Guidance, but Remains In-line with Estimates
BAXBaxter Reaffirms
SAICSAIC Guides Earnings In-line with Estimates, but Sees Revenue Below
TSQTownsquare Media Guides In-line for the Year
TLSTelos Guides In-line for 2026
GETYGetty Images Guides In-line
WWWeight Watchers Guides In-line
AIRSAirSculpt Technologies Guides Below Estimates

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Positive Surprise

IHS Beat Consensus Estimates

Logo for IHS Holding LtdIHS (IHS) reported earnings of $0.98 per share on revenue of $397.80 million for the fourth quarter ended December 2025. The consensus earnings estimate was $0.17 per share on revenue of $417.05 million. The company beat consensus estimates by 476.47% while revenue fell 9.14% compared to the same quarter a year ago.

IHS Inc is a provider of information, decision-support tools and related services to customers in the energy, defense, aerospace, construction, electronics and automotive industries.

Chart for IHS Holding Ltd

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Negative Surprise

Getty Images Missed Consensus Estimates

Logo for Getty Images Holdings Inc Cl AGetty Images (GETY) reported a loss of $0.22 per share on revenue of $282.29 million for the fourth quarter ended December 2025. The consensus earnings estimate was $0.05 per share on revenue of $247.57 million. The company missed consensus estimates by 540.00% while revenue grew 14.14% on a year-over-year basis.

The company said it expects 2026 revenue of $948.0 million to $988.0 million. The current consensus revenue estimate is $977.6 million for the year ending December 31, 2026.

Getty Images is a preeminent global visual content creator and marketplace that offers a full range of content solutions to meet the needs of any customer around the globe, no matter their size.

Chart for Getty Images Holdings Inc Cl A

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

Oklo is Expected to Miss Estimates

Logo for Oklo Inc.Oklo (OKLO) is confirmed to report earnings on Tuesday, March 17, 2026 at approximately 4:00 PM ET. The consensus estimate is a loss of $0.18 per share on revenue of $1.50 million, and the Earnings Whisper ® number is a loss of $0.20 per share. Investors are 27.4% bearish going into the company's earnings release. Option traders are pricing in a 13.8% move on earnings and the stock has averaged a 12.5% move in recent quarters.

Chart for Oklo 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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