Earnings Whispers - August 26, 2025

Summary for Tuesday, August 26, 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

Okta Missed Expectations

Logo for Okta, Inc.Okta (OKTA) reported earnings of $0.91 per share on revenue of $728.00 million for the fiscal second quarter ended July 2025. The consensus earnings estimate was $0.85 per share on revenue of $711.04 million. The Earnings Whisper number was $0.92 per share. The company missed expectations by 1.09% while revenue grew 12.69% on a year-over-year basis.

The company said it expects third-quarter non-GAAP earnings of $0.74 to $0.75 per share on revenue of $728.0 million to $730.0 million. The current consensus earnings estimate is $0.75 per share on revenue of $720.98 million for the quarter ending October 31, 2025. The company said it expects fiscal 2026 non-GAAP earnings of $3.33 to $3.38 per share on revenue of $2.875 billion to $2.885 billion. The company's previous guidance was earnings of $3.23 to $3.28 per share on revenue of $2.85 billion to $2.86 billion, and the current consensus earnings estimate is $3.32 per share on revenue of $2.86 billion for the year ending January 31, 2026.

Okta is the leading independent provider of identity for the enterprise. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time. With over 6,500 pre-built integrations to applications and infrastructure providers, Okta customers can easily and securely use the best technologies for their business. Over 9,400 organizations, including Engie, JetBlue, Nordstrom, Takeda Pharmaceutical, Teach for America, T-Mobile and Twilio, trust Okta to help protect the identities of their workforces and customers.

Chart for Okta, Inc.

Positive Guidance

MongoDB Raises Guidance

Logo for MongoDB, Inc.MongoDB, Inc. (MDB) said it expects third-quarter non-GAAP earnings of $0.76 to $0.79 per share on revenue of $587.0 million to $592.0 million. The current consensus earnings estimate is $0.69 per share on revenue of $580.10 million for the quarter ending October 31, 2025. The company also said it now expects fiscal 2026 non-GAAP earnings of $3.64 to $3.73 per share on revenue of $2.34 billion to $2.36 billion. The company's previous guidance was earnings of $2.94 to $3.12 per share on revenue of $2.25 billion to $2.29 billion, and the current consensus earnings estimate is $3.02 per share on revenue of $2.28 billion for the year ending January 31, 2026.

MongoDB is the leading modern, general purpose database platform, designed to unleash the power of software and data for developers and the applications they build.

Chart for MongoDB, Inc.

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Negative Guidance

EHang Lowers Guidance

Logo for EHang Holdings LimitedEHang Holdings Limited (EH) said it expects 2025 revenue of approximately $69.9 million. The company's previous guidance was revenue of approximately $125.9 million and the current consensus revenue estimate is $125.8 million for the year ending December 31, 2025.

EHang is the world's leading autonomous aerial vehicle (AAV) technology platform company.

Chart for EHang Holdings Limited

Other Top Guidance Announcements

INSPInspire Medical Systems Reaffirms Below Estimates
NCNOnCino Raises Guidance
OOMAOoma Raises Earnings Guidance
PVHPVH Revises Revenue Guidance
BOXBox Raises Guidance to be In-line with Estimates

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

Cadeler A/S Beat Consensus Estimates

Logo for Cadeler As ADRCadeler A/S (CDLR) reported earnings of $2.12 per share on revenue of $264.44 million for the second quarter ended June 2025. The consensus earnings estimate was $0.61 per share on revenue of $147.51 million. The company beat consensus estimates by 247.54% while revenue grew 288.99% on a year-over-year basis.

Cadeler is a global leader in offshore wind installation, operations, and maintenance services.

Chart for Cadeler As ADR

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Negative Surprise

KE Missed Expectations

Logo for KE Holdings Inc.KE (BEKE) reported earnings of $0.22 per share on revenue of $3.63 billion for the second quarter ended June 2025. The consensus earnings estimate was $0.22 per share on revenue of $3.66 billion. The Earnings Whisper number was $0.23 per share. The company missed expectations by 4.35% while revenue grew 12.91% on a year-over-year basis.

KE Holdings Inc. is the leading integrated online and offline platform for China’s housing transactions and services. The Company is a pioneer in building the industry infrastructure and standards in China to reinvent how service providers and housing customers efficiently navigate and consummate housing transactions, ranging from existing and new home sales, home rentals, to home renovation, real estate financial solutions, and other services. The Company owns and operates Lianjia, China’s leading real estate brokerage brand and an integral part of its Beike platform.

Chart for KE Holdings Inc.

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

NVIDIA is Expected to Beat Estimates

Logo for NVIDIA Corp.NVIDIA (NVDA) is confirmed to report earnings on Wednesday, August 27, 2025 at approximately 4:20 PM ET. The consensus earnings estimate is $0.98 per share on revenue of $45.91 billion, respresenting 52.8% year-over-year revenue growth, and the Earnings Whisper ® number is $1.06 per share. Investors are 16.8% bullish going into the company's earnings release. Option traders are pricing in a 6.8% move on earnings and the stock has averaged a 7.4% move in recent quarters.

Chart for NVIDIA 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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