Earnings Whispers - February 18, 2026

Summary for Tuesday, February 17, 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

Palo Alto Networks Beat Expectations

Logo for Palo Alto Networks IncPalo Alto Networks (PANW) reported earnings of $1.03 per share on revenue of $2.59 billion for the fiscal second quarter ended January 2026. The consensus earnings estimate was $0.94 per share on revenue of $2.58 billion. The Earnings Whisper number was $0.97 per share. The company beat expectations by 6.19% while revenue grew 14.91% on a year-over-year basis.

The company said it expects third quarter non-GAAP earnings of $0.78 to $0.80 per share on revenue of $2.941 billion to $2.945 billion. The current consensus earnings estimate is $0.90 per share on revenue of $2.60 billion for the quarter ending April 30, 2026. The company said it expects fiscal 2026 non-GAAP earnings of $3.65 to $3.70 per share on revenue of $11.28 billion to $11.31 billion. The company's previous guidance was earnings of $3.80 to $3.90 per share on revenue of $10.50 billion to $10.54 billion, and the current consensus earnings estimate is $3.87 per share on revenue of $10.52 billion for the year ending July 31, 2026.

Palo Alto Networks is the global cybersecurity leader, committed to making each day safer than the one before with industry-leading, AI-powered solutions in network security, cloud security and security operations.

Chart for Palo Alto Networks Inc

Positive Guidance

AtriCure Sees Earnings Above Estimates

Logo for AtriCure IncAtriCure Inc (ATRC) said it expects 2026 earnings of $0.09 to $0.15 per share on revenue of $600.0 million to $610.0 million. The current consensus earnings estimate is $0.02 per share on revenue of $606.07 million for the year ending December 31, 2026.

AtriCure Inc is a medical device company. It develops, manufactures and sells cardiac surgical ablation systems designed to create precise lesions, or scars, in cardiac, or heart, tissue.

Chart for AtriCure Inc

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Negative Guidance

Empire State Realty Trust Provides Guidance

Logo for Empire State Realty Trust IncEmpire State Realty Trust Inc (ESRT) said it expects 2026 funds from operations of $0.85 to $0.89 per share. There currently are no revenue estimates for the year ending December 31, 2025.

Empire State Realty Trust Inc is a self-administered and self-managed real estate investment trust that owns, manages, operates, acquires and repositions office and retail properties in Manhattan and the greater New York metropolitan area.

Chart for Empire State Realty Trust Inc

Other Top Guidance Announcements

QMCOQuantum Sees Revenue Above Estimates
ACLSAxcelis Guides Below Estimates
USNAUSANA Health Sciences Sees Earnings Above Estimates
MKSIMKS Instruments Guides In-line
PSQHPSQ Holdings Guides Higher
ROGRogers Guides In-line
PBIPitney Bowes Guides In-line
RSIRush Street Interactive Guides Above Estimates
VMIValmont Guides In-line
ITRIItron Sees First Quarter Below Estimates, but Guides In-line for the Year
CNHCNH Industrial Guides Below Estimates
HALOHalozyme Reaffirms
KNFKnife River Guides In-line

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Positive Surprise

Enlight Renewable Energy Beat Expectations

Logo for Enlight Renewable Energy LtdEnlight Renewable Energy (ENLT) reported earnings of $0.10 per share on revenue of $152.36 million for the fourth quarter ended December 2025. The consensus estimate was a loss of $0.07 per share on revenue of $134.97 million. The Earnings Whisper number was $0.01 per share. The company beat expectations by 900.00% while revenue grew 33.41% on a year-over-year basis.

Enlight develops, finances, constructs, owns, and operates utility-scale renewable energy projects.

Chart for Enlight Renewable Energy Ltd

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Negative Surprise

Trilogy Metals Missed Consensus Estimates

Logo for Trilogy Metals IncTrilogy Metals (TMQ) reported a loss of $0.07 per share on revenue of $0.00 million for the fiscal fourth quarter ended November 2025. The consensus estimate was a loss of $0.01 per share. The company missed consensus estimates by 600.00%.

Trilogy Metals Inc. is a metal exploration company. It primarily explores for copper, zinc, lead, gold, silver and carbonate. The company's project primarily consists of Ambler mining district located in northwestern Alaska. Trilogy Metals Inc., formerly known as NovaCopper Inc., is headquartered in Vancouver, Canada.

Chart for Trilogy Metals Inc

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

Carvana is Expected to Beat Estimates

Logo for Carvana Co.Carvana (CVNA) is confirmed to report earnings on Wednesday, February 18, 2026 at approximately 4:05 PM ET. The consensus earnings estimate is $1.13 per share on revenue of $5.19 billion, respresenting 46.3% year-over-year revenue growth, and the Earnings Whisper ® number is $1.20 per share. Investors are 3.7% bullish going into the company's earnings release. Option traders are pricing in a 16.4% move on earnings and the stock has averaged a 13.7% move in recent quarters.

Chart for Carvana Co.

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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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