Earnings Whispers - November 4, 2025

Summary for Monday, November 3, 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

Palantir Technologies Beat Expectations

Logo for Palantir Technologies Inc Cl APalantir Technologies (PLTR) reported earnings of $0.21 per share on revenue of $1.18 billion for the third quarter ended September 2025. The consensus earnings estimate was $0.17 per share on revenue of $1.09 billion. The Earnings Whisper number was $0.19 per share. The company beat expectations by 10.53% while revenue grew 62.79% on a year-over-year basis.

The company said it expects 2025 revenue of $4.396 billion to $4.400 billion. The company's previous guidance was revenue of $4.142 billion to $4.150 billion, and the current consensus revenue estimate is $4.17 billion for the year ending December 31, 2025.

“114% - our Rule of 40 score! These results make undeniable the transformational impact of using AIP to compound AI leverage. Year-over-year growth in our U.S. business surged to 77%, and year-over-year growth in U.S. commercial climbed to 121%. We are yet again announcing the highest sequential quarterly revenue growth guide in our company’s history, representing 61% year-over-year growth,” 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

Sanmina Guides Above Estimates

Logo for Sanmina CorporationSanmina Corporation (SANM) said it expects first quarter non-GAAP earnings of $1.95 to $2.25 per share on revenue of $2.90 billion to $3.20 billion. The current consensus earnings estimate is $1.69 per share on revenue of $2.13 billion for the quarter ending December 31, 2025.

Sanmina Corp manufactures solutions, components, products and repair, logistics and after-market services. It provides these comprehensive offerings to original equipment manufacturers, or OEMs in communications networks, computing & storage.

Chart for Sanmina Corporation

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Negative Guidance

Insperity Guides to a Fourth Quarter Loss

Logo for Insperity, Inc.Insperity, Inc. (NSP) said it expects a fourth quarter non-GAAP loss of $0.79 to $0.16 per share. The current consensus earnings estimate is $0.06 per share for the quarter ending December 31, 2025.

Insperity Inc provides  human resources services and business solutions designed to help improve business performance.

Chart for Insperity, Inc.

Other Top Guidance Announcements

ICHRIchor Guides Below Estimates
MYGNMyriad Genetics Reaffirms
MEDMedifast Guides to a Bigger-than-expected Fourth Quarter Loss
NVTSNavitas Semiconductor Sees Revenue Below Estimates
UPWKUpwork Guides Above Estimates
KFRCKforce Sees Revenue Above Estimates
BNTXBioNTech Raises Guidance Above Estimates
EVEREverQuote Guides Above Estimates
CBTCabot Guides Below Estimates
PNWPinnacle West Sees 2025 Above Estimates, but Guides in-line for 2026
GTMZoomInfo Guides Above Estimates
MXMagnachip Sees Revenue Below Estimates
STRLSterling Raises Guidance

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See Alex’s full “Project Orion” briefing before the news breaks.

Positive Surprise

TG Therapeutics Beat Expectations

Logo for Tg TherapeuticsTG Therapeutics (TGTX) reported earnings of $2.43 per share on revenue of $161.71 million for the third quarter ended September 2025. The consensus earnings estimate was $0.24 per share on revenue of $150.66 million. The Earnings Whisper number was $0.28 per share. The company beat expectations by 767.86% while revenue grew 92.79% on a year-over-year basis.

The company said it expects 2025 revenue of approximately $600.0 million. The company's previous guidance was revenue of approximately $585.0 million, and the current consensus revenue estimate is $581.57 million for the year ending December 31, 2025.

TG Therapeutics is a fully integrated, commercial stage, biopharmaceutical company focused on the acquisition, development and commercialization of novel treatments for B-cell diseases.

Chart for Tg Therapeutics

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Negative Surprise

Medifast Missed Consensus Estimates

Logo for Medifast IncMedifast (MED) reported a loss of $0.21 per share on revenue of $89.41 million for the third quarter ended September 2025. The consensus estimate was a loss of $0.01 per share on revenue of $87.66 million. The company missed consensus estimates by 2,000.00% while revenue fell 36.21% compared to the same quarter a year ago.

The company said it expects a fourth quarter loss of $1.25 to $0.70 per share on revenue of $65.0 million to $80.0 million. The current consensus estimate is a loss of $0.45 per share on revenue of $73.0 million for the quarter ending December 31, 2025.

Medifast Inc is engaged in the productions, distributions, and sales of weight loss and weight management products and other consumable health and diet products. Its product lines include weight loss and management, meal replacement, and vitamins.

Chart for Medifast Inc

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, November 4, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $1.17 per share on revenue of $8.72 billion, respresenting 27.9% year-over-year revenue growth, and the Earnings Whisper ® number is $1.20 per share. Investors are 18.2% bullish going into the company's earnings release. Option traders are pricing in a 9.2% move on earnings and the stock has averaged a 6.4% 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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