Earnings Whispers - February 25, 2026

Summary for Tuesday, February 24, 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

MercadoLibre Missed Expectations

Logo for Mercadolibre IncMercadoLibre (MELI) reported earnings of $11.03 per share on revenue of $8.76 billion for the fourth quarter ended December 2025. The consensus earnings estimate was $11.77 per share on revenue of $8.52 billion. The Earnings Whisper number was $12.01 per share. The company missed expectations by 8.16% while revenue grew 44.56% on a year-over-year basis.

Mercadolibre Inc together with its subsidiaries hosts the online commerce platform in Latin America, which is focused on enabling e-commerce and its related services.

Chart for Mercadolibre Inc

Positive Guidance

Clarivate Guides Earnings Above Estimates

Logo for Clarivate PlcClarivate Plc (CLVT) said it expects 2026 non-GAAP earnings of $0.70 to $0.80 per share on revenue of $2.30 billion to $2.42 billion. The current consensus earnings estimate is $0.67 per share on revenue of $2.39 billion for the year ending December 31, 2026.

Clarivate™ is a global leader in providing solutions to accelerate the lifecycle of innovation.

Chart for Clarivate Plc

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Negative Guidance

First Solar Sees Revenue Below Estimates

Logo for First Solar IncFirst Solar Inc (FSLR) said it expects 2026 revenue of $4.90 billion to $5.20 billion. The current consensus revenue estimate is $6.11 billion for the year ending December 31, 2026.

First Solar is a leading global provider of comprehensive photovoltaic solar energy solutions which use its advanced module and system technology. The Company’s integrated power plant solutions deliver an economically attractive alternative to fossil-fuel electricity generation today. From raw material sourcing through end-of-life module recycling, First Solar’s renewable energy solutions protect and enhance the environment.

Chart for First Solar Inc

Other Top Guidance Announcements

KDPKeurig Dr Pepper Provides Guidance
DOCNDigitalOcean Sees Earnings Below Estimates, but Guides Revenue Above
NVTSNavitas Semiconductor Sees Revenue Above Estimates
DAWNDay One Sees Revenue Above Estimates
XHRXenia Hotels Sees FFO Above Estimates
NRGNRG Energy Guides In-line
CECOCECO Environmental Raises Guidance
SHCSotera Health Guides Above Estimates
REZIResideo Guides Above Estimates
EVHEvolent Health Sees Revenue Above Estimates
HPQHP Reaffirms
LABStandard BioTools Sees Revenue Above Estimates
SHLSShoals Technologies Sees Revenue Above Estimates

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Positive Surprise

Supernus Pharmaceuticals Beat Consensus Estimates

Logo for Supernus PharmSupernus Pharmaceuticals (SUPN) reported earnings of $0.75 per share on revenue of $211.57 million for the fourth quarter ended December 2025. The consensus earnings estimate was $0.14 per share on revenue of $196.69 million. The company beat consensus estimates by 435.71% while revenue grew 21.48% on a year-over-year basis.

The company said it expects 2026 revenue of $840.0 million to $870.0 million. The current consensus revenue estimate is $850.57 million for the year ending December 31, 2026.

Supernus Pharmaceuticals Inc., is a specialty pharmaceutical company focused on developing and commercializing products for the treatment of central nervous system, or CNS, diseases.

Chart for Supernus Pharm

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Negative Surprise

Axogen Missed Consensus Estimates

Logo for Axogen IncAxogen (AXGN) reported a loss of $0.28 per share on revenue of $59.90 million for the fourth quarter ended December 2025. The consensus estimate was a loss of $0.01 per share on revenue of $57.90 million. The company missed consensus estimates by 2,700.00% while revenue grew 21.25% on a year-over-year basis.

The company said it expects 2026 revenue of $265.7 million or more. The current consensus revenue estimate is $257.6 million for the year ending December 31, 2026.

Axogen is the leading company focused specifically on the science, development, and commercialization of technologies for peripheral nerve regeneration and repair.

Chart for Axogen 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, February 25, 2026 at approximately 4:20 PM ET. The consensus earnings estimate is $1.52 per share on revenue of $65.56 billion, respresenting 66.7% year-over-year revenue growth, and the Earnings Whisper ® number is $1.56 per share. Investors are 12.8% bullish going into the company's earnings release.

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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