Earnings Whispers - March 5, 2026

Summary for Wednesday, March 4, 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

Broadcom Missed Expectations

Logo for Broadcom LtdBroadcom (AVGO) reported earnings of $2.05 per share on revenue of $19.31 billion for the fiscal first quarter ended January 2026. The consensus earnings estimate was $2.02 per share on revenue of $19.27 billion. The Earnings Whisper number was $2.10 per share. The company missed expectations by 2.38% while revenue grew 29.47% on a year-over-year basis.

The company said it expects second quarter revenue of approximately $22.0 billion. The current consensus revenue estimate is $20.41 billion for the quarter ending April 30, 2026.

"Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions. Q1 AI revenue of $8.4 billion grew 106% year-over-year, above our forecast, driven by robust demand for custom AI accelerators and AI networking," said Hock Tan, President and CEO of Broadcom Inc. "Our AI revenue growth is accelerating, and we expect AI semiconductor revenue to be $10.7 billion in Q2."

Broadcom Inc. is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions.

Chart for Broadcom Ltd

Positive Guidance

Everspin Sees Earnings Above Estimates

Logo for Everspin Technologies, IncEverspin Technologies, Inc (MRAM) said it expects first quarter non-GAAP earnings of $0.07 to $0.12 per share on revenue of $14.0 million to $15.0 million. The current consensus earnings estimate is $0.06 per share on revenue of $14.65 million for the quarter ending March 31, 2026.

Everspin Technologies, Inc. is the world’s leading provider of Magnetoresistive RAM (MRAM).

Chart for Everspin Technologies, Inc

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Negative Guidance

SES AI Guides Below Estimates

Logo for SES AI CorporationSES AI Corporation (SES) said it expects 2026 revenue of $30.0 million to $35.0 million. The current consensus revenue estimate is $57.4 million for the year ending December 31, 2026.

SES AI Corp. is powering the future of global electric transportation on land and in the air with the world’s most advanced Li-Metal batteries.

Chart for SES AI Corporation

Other Top Guidance Announcements

CDLXCardlytics Sees Revenue Below Estimates
GOGrocery Outlet Guides Below Estimates
EYENational Vision Guides In-line
STEMStem Guides In-line
ARDTArdent Health Guides Below Estimates
BLLNBillionToOne Raises Guidance
OABIOmniAb Sees Revenue Below Estimates
JBIJanus International Guides Above Estimates
ANFAbercrombie & Fitch Sees First Quarter Below Estimates, but Guides Fiscal Year Earnings Above Estimates
BBWIBath & Body Works Guides In-line
BWMNBowman Raises Guidance to be Closer to Estimates
AQSTAquestive Therapeutics Guides In-line

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Positive Surprise

Cracker Barrel Old Country Store Beat Expectations

Logo for Cracker BarrelCracker Barrel Old Country Store (CBRL) reported earnings of $0.25 per share on revenue of $874.82 million for the fiscal second quarter ended January 2026. The consensus estimate was a loss of $0.10 per share on revenue of $895.83 million. The Earnings Whisper number was $0.01 per share. The company beat expectations by 2,400.00% while revenue fell 7.86% compared to the same quarter a year ago.

The company said it expects fiscal 2026 revenue of $3.24 billion to $3.27 billion. The company's previous guidance was revenue of $3.20 billion to $3.30 billion., and the current consensus revenue estimate is $3.25 billion for the year ending July 31, 2026.

Cracker Barrel Old Country Store Inc is engaged in the operation and development of the Cracker Barrel Old Country Store® concept. It offers home-style country cooking featuring many of its own recipes.

Chart for Cracker Barrel

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Negative Surprise

ACRES Commercial Realty Missed Consensus Estimates

Logo for Acres Commercial Realty CorpACRES Commercial Realty (ACR) reported a loss of $0.53 per share on revenue of $20.03 million for the fourth quarter ended December 2025. The consensus estimate was a loss of $0.06 per share on revenue of $10.20 million. The company missed consensus estimates by 783.33% while revenue fell 6.52% compared to the same quarter a year ago.

ACRES Commercial Realty Corp. is a real estate investment trust that is primarily focused on originating, holding and managing commercial real estate mortgage loans and other commercial real estate-related debt investments. The Company is externally managed by ACRES Capital, LLC, a subsidiary of ACRES Capital Corp., a private commercial real estate lender exclusively dedicated to nationwide middle market CRE lending with a focus on multifamily, student housing, hospitality, industrial and office in top US markets.

Chart for Acres Commercial Realty Corp

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

Marvell Technology, Inc. is Expected to Beat Estimates

Logo for Marvell Technology, Inc. Marvell Technology, Inc. (MRVL) is confirmed to report earnings on Thursday, March 5, 2026 at approximately 4:05 PM ET. The consensus earnings estimate is $0.79 per share on revenue of $2.21 billion, respresenting 21.6% year-over-year revenue growth, and the Earnings Whisper ® number is $0.82 per share. Investors are 26.2% bearish going into the company's earnings release. Option traders are pricing in a 11.5% move on earnings and the stock has averaged a 14.0% move in recent quarters.

Chart for Marvell Technology, 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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