Earnings Whispers - March 10, 2026

Summary for Monday, March 9, 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

Hewlett Packard Enterprise Beat Expectations

Logo for Hewlett Packard Enterprise CompHewlett Packard Enterprise (HPE) reported earnings of $0.65 per share on revenue of $9.30 billion for the fiscal first quarter ended January 2026. The consensus earnings estimate was $0.59 per share on revenue of $9.32 billion. The Earnings Whisper number was $0.58 per share. The company beat expectations by 12.07% while revenue grew 18.42% on a year-over-year basis.

The company said it expects second quarter non-GAAP earnings of $0.51 to $0.55 per share on revenue of $9.60 billion to $10.00 billion. The current consensus earnings estimate is $0.53 per share on revenue of $9.63 billion for the quarter ending April 30, 2026. The company also said it expects fiscal 2026 non-GAAP earnings of $2.30 to $2.50 per share on revenue of $40.13 billion to $41.84 billion. The current consensus earnings estimate is $2.36 per share on revenue of $40.27 billion for the year ending October 31, 2026.

"HPE delivered a strong first quarter, outperforming in our networking business and posting one of our most profitable quarters on record,” said Antonio Neri, president and CEO of HPE. “Our Q1 results reflect our newly combined networking innovation, and effective operational discipline in a dynamic commodity supply environment. Demand for our products and solutions was strong, with orders increasing double digits year over year across all segments.”

Hewlett Packard Enterprise is the global edge-to-cloud platform as-a-service company that helps organizations accelerate outcomes by unlocking value from all of their data, everywhere.

Chart for Hewlett Packard Enterprise Comp

Positive Guidance

BETA Technologies Sees Revenue Above Estimates

Logo for BETA Technologies, Inc.BETA Technologies, Inc. (BETA) said it expects 2026 revenue of $39.0 million to $43.0 million. The current consensus revenue estimate is $33.32 million for the year ending December 31, 2026.

BETA is an aerospace company designing, manufacturing and selling high-performance electric aircraft, advanced electric propulsion systems, components and charging systems to top operators worldwide.

Chart for BETA Technologies, Inc.

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Negative Guidance

ACCO Brands Sees Earnings Below Estimates

Logo for ACCO Brands CorporationACCO Brands Corporation (ACCO) said it expects a first quarter loss of $0.06 to $0.03 per share on revenue of $317.4 million to $326.9 million and 2026 earnings of $0.84 to $0.89 per share on revenue of $1.52 billion to $1.57 billion. The current consensus estimate is earnings of $0.02 per share on revenue of $325.00 million for the quarter ending March 31, 2026, and earnings of $1.05 per share on revenue of $1.55 billion for the year ending December 31, 2026.

ACCO Brands Corp is a manufacturer & marketer of office, school & calendar products and select computer and electronic accessories. It sell its products to consumers & commercial end-users through resellers, including traditional office supply resellers.

Chart for ACCO Brands Corporation

Other Top Guidance Announcements

RAILFreightCar America Sees Revenue Below Estimates
VOYGVoyager Guides In-line
STXSStereotaxis Provides Revenue Guidance
NYAXNayax Sees Revenue Above Estimates
KFYKorn/Ferry Guides In-line
DDD3D Systems Sees Revenue Above Estimates
BYRNByrna Technologies Guides Below Estimates
MYOMyomo Guides In-line
LFMDLifeMD Guides In-line for the Year
GBTGAmex GBT Reaffirms
SIGSignet Jewelers Sees Revenue Above Estimates
CASYCasey’s Raises Guidance

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Positive Surprise

Zevra Therapeutics Beat Consensus Estimates

Logo for Zevra Therapeutics IncZevra Therapeutics (ZVRA) reported earnings of $1.16 per share on revenue of $34.13 million for the fourth quarter ended December 2025. The consensus earnings estimate was $0.04 per share on revenue of $27.91 million. The company beat consensus estimates by 2,800.00% while revenue grew 184.38% on a year-over-year basis.

Zevra Therapeutics is a rare disease company melding science, data, and patient need to create transformational therapies for diseases with limited or no treatment options.

Chart for Zevra Therapeutics Inc

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Negative Surprise

SAB Biotherapeutics Missed Consensus Estimates

Logo for Sab Biotherapeutics IncSAB Biotherapeutics (SABS) reported a loss of $0.46 per share on revenue of $0.00 million for the fourth quarter ended December 2025. The consensus estimate was a loss of $0.16 per share. The company missed consensus estimates by 187.50% while revenue fell 100.00% compared to the same quarter a year ago.

SAB Biotherapeutics Inc. is a clinical-stage biopharmaceutical company advancing a new class of immunotherapies leveraging fully human polyclonal antibodies. It produces natural, specifically targeted, high-potency, human polyclonal immunotherapies. SAB Biotherapeutics Inc., formerly known as Big Cypress Acquisition Corp., is based in SIOUX FALLS, S.D.

Chart for Sab Biotherapeutics Inc

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

Oracle is Expected to Beat Estimates

Logo for Oracle Corp.Oracle (ORCL) is confirmed to report earnings on Tuesday, March 10, 2026 at approximately 4:05 PM ET. The consensus earnings estimate is $1.70 per share on revenue of $16.89 billion, respresenting 19.5% year-over-year revenue growth, and the Earnings Whisper ® number is $1.73 per share. Investors are 2.1% bearish going into the company's earnings release. Option traders are pricing in a 12.4% move on earnings and the stock has averaged a 13.6% move in recent quarters.

Chart for Oracle Corp.

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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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