Earnings Whispers - November 26, 2025

Summary for Tuesday, November 25, 2025

Having trouble viewing email?

A summary of guidance and results for the day, with a list of top surprises
Having trouble viewing email? Click here to view online.

Day Trading vs. Swing Trading? Let A.I. Settle the Score for You

alt

Most traders struggle with the same challenge: nailing entry and exit timing consistently.

Whether holding positions for minutes or weeks, the question remains...

What tools are being used to predict when to get in and when to get out?

The real issue?

Choosing a trading style first, then forcing trades to fit that label. Day trader. Swing trader. It's backwards.

What if the approach started with knowing in advance when markets are likely to move?

Then the strategy follows naturally.

Some opportunities demand quick action.

Others reward patience.

A.I. forecasting removes the guesswork, revealing optimal timing before capital is committed.

The trading style doesn't define success, the forecasting accuracy does.

When entries and exits are driven by predictive intelligence rather than predetermined timeframes, everything changes. The label becomes irrelevant. The gains become consistent.

See how it works and learn it FREE.

Top Earnings News

Alibaba Group Holding Missed Expectations

Logo for Alibaba Group Holding ADRAlibaba Group Holding (BABA) reported earnings of $0.61 per share on revenue of $34.81 billion for the fiscal second quarter ended September 2025. The consensus earnings estimate was $0.66 per share on revenue of $34.43 billion. The Earnings Whisper number was $0.71 per share. The company missed expectations by 14.08% while revenue grew 3.28% on a year-over-year basis.

“We have entered into an investment phase to build long-term strategic value in AI technologies and infrastructure and a consumption platform integrating daily life services and e-commerce. With our significant strategic investments in these areas, our two core businesses of AI + Cloud and consumption continued to deliver strong growth this quarter. Robust AI demand further accelerated our Cloud Intelligence Group business, with revenue up 34% and AI-related product revenue achieving triple-digit year-over-year growth for the ninth consecutive quarter. In our consumption business, quick commerce continued to scale with significant improvement in unit economics and drove rapid growth in monthly active consumers on the Taobao app,” said Eddie Wu, Chief Executive Officer of Alibaba Group.

Alibaba Group Holding Ltd is an online & mobile commerce company. Through its subsidiaries, it provides retail and wholesale marketplaces available through both personal computer and mobile interfaces.

Chart for Alibaba Group Holding ADR

Positive Guidance

Kohl's Raises Guidance

Logo for Kohl's CorporationKohl's Corporation (KSS) said it expects fiscal 2026 earnings of $1.25 to $1.45 per share on revenue of $15.572 billion to $15.653 billion. The company's previous guidance was earnings of $0.50 to $0.80 per share on revenue of $15.25 billion to $15.41 billion, and the current consensus earnings estimate is $0.68 per share on revenue of $15.33 billion for the year ending January 31, 2026.

Kohl' Corp operates department stores that sell moderately priced exclusive and national brand apparel, footwear, accessories, beauty and home products.

Chart for Kohl's Corporation

View All Guidance


Negative Guidance

Clearfield Guides Below Estimates

Logo for Clearfield, Inc.Clearfield, Inc. (CLFD) said it expects first quarter results to range from a loss of $0.08 per share to breakeven on revenue of $30.0 million to $33.0 million and fiscal 2026 earnings of $0.48 to $0.62 per share on revenue of $160.0 million to $170.0 million. The current consensus estimate is for breakeven results on revenue of $44.35 million for the quarter ending December 31, 2025 and earnings of $0.67 per share on revenue of $208.00 million for the year ending September 30, 2026.

Clearfield Inc manufactures and sells fiber management and enclosure platform that consolidates, distributes and protects fiber as it moves from the inside plant to the outside plant and all the way to the home, business and cell site.

Chart for Clearfield, Inc.

Other Top Guidance Announcements

ADSKAutodesk Guides Above Estimates
ADIAnalog Devices Guides Above Estimates
AMBAAmbarella Guides Above Estimates
TITNTitan Machinery Narrows Revenue Guidance
DELLDell Guides Above Estimates
PDPagerDuty Provides Mixed guidance
WDAYWorkday Raises Subscription Revenue Guidance
ZSZscaler Raises Guidance
ANFAbercrombie & Fitch Guides In-line
NTAPNetApp Raises Earnings Guidance
NIONIO Sees Revenue Below Estimates
BURLBurlington Stores Guides In-line
EMBCEmbecta Guides In-line

Apple’s Next Secret Is Already in Your Pocket

alt

Apple has hidden a new technology in every iPhone for two years. If it activates, one tiny company could make headlines overnight. Don’t wait until the reveal.

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

Positive Surprise

Petco Health and Wellness Company Beat Consensus Estimates

Logo for Petco Health and Wellness Company Cl APetco Health and Wellness Company (WOOF) reported earnings of $0.03 per share on revenue of $1.46 billion for the fiscal third quarter ended October 2025. The consensus estimate was a loss of $0.02 per share on revenue of $1.47 billion. The company beat consensus estimates by 250.00% while revenue fell 3.11% compared to the same quarter a year ago.

The company said it expects fourth quarter revenue of approximately $1.51 billion. The current consensus revenue estimate is $1.53 billion for the quarter ending January 31, 2026.

Petco is a category-defining health and wellness company focused on improving the lives of pets, pet parents and our own Petco partners.

Chart for Petco Health and Wellness Company Cl A

View All Earnings


Negative Surprise

Grupo Supervielle S.A. Missed Consensus Estimates

Logo for Grupo Supervielle S.A. ADRGrupo Supervielle S.A. (SUPV) reported a loss of $0.43 per share on revenue of $364.58 million for the third quarter ended September 2025. The consensus earnings estimate was $0.03 per share on revenue of $923.46 million. The company missed consensus estimates by 1,533.33% while revenue grew 2.22% on a year-over-year basis.

Grupo Supervielle SA is a private domestically-owned financial group primarily in Argentina. The Company owns Banco Supervielle S.A., an Argentine private domestically-owned bank which operates primary in the City of Buenos Aires and the Greater Buenos Aires metropolitan area, Mendoza and San Luis. Grupo Supervielle SA is based in Bueno Aires, Argentina.

Chart for Grupo Supervielle S.A. ADR

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

Deere is Expected to Beat Estimates

Logo for Deere & CompanyDeere (DE) is confirmed to report earnings on Wednesday, November 26, 2025 at approximately 6:25 AM ET. The consensus earnings estimate is $3.96 per share on revenue of $9.99 billion, a decline of 10.3% year-over-year, and the Earnings Whisper ® number is $4.21 per share. Investors are 3.1% bearish going into the company's earnings release. Option traders are pricing in a 5.8% move on earnings and the stock has averaged a 5.3% move in recent quarters.

Chart for Deere & Company

View Full Calendar


A list showing logos of companies scheduled to report earnings on the next business day based on expected moves.


You have received this email because you signed up for an account at Earnings Whispers with the email address:

Unsubscribe   |   Privacy Policy


© 1998 - 2025  Earnings Whispers ®