Earnings Whispers - September 11, 2025

Summary for Wednesday, September 10, 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.

#1 software to find what to trade.

alt

Drowning in thousands of stock choices? You can ignore 95% of them.

Our proprietary IntelliScan™ technology uses advanced A.I. to scan the entire market and pinpoint only the stocks and options with real potential.

Learn how to:

  • Scan thousands of stocks in seconds
  • Identify high-probability setups automatically
  • Get actionable insights in as little as 15 minutes

Whether you're trading your first $1K or managing a seven-figure portfolio, IntelliScan™ levels the playing field.

Ready to see how A.I. can transform your trading?

Download our FREE eBook: "Learn to Trade with Predictive A.I."

Discover why smart traders are using A.I. to get results with less screen time.

[Download Your Free Copy Now]

Top Earnings News

Chewy Missed Expectations

Logo for Chewy, Inc.Chewy (CHWY) reported earnings of $0.33 per share on revenue of $3.10 billion for the fiscal second quarter ended July 2025. The consensus earnings estimate was $0.33 per share on revenue of $3.08 billion. The Earnings Whisper number was $0.34 per share. The company missed expectations by 2.94% while revenue grew 8.59% on a year-over-year basis.

The company said during its conference call it expects third quarter non-GAAP earnings of $0.28 to $0.33 per share on revenue of $3.0785 billion to $3.10 billion. The current consensus earnings estimate is $0.31 per share on revenue of $3.04 billion for the quarter ending October 31, 2025. The company also said it now expects fiscal 2026 revenue of $12.50 billion to $12.60 billion. The company's previous guidance was revenue of $12.30 billion to $12.45 billion, and the current consensus revenue estimate is $12.48 billion for the year ending January 31, 2026.

“Q2 net sales exceeded the high end of our guidance range, growing nearly 9% year over year to $3.1 billion, with Autoship customer net sales increasing by 15% and representing 83% of total net sales for the quarter,” said Sumit Singh, CEO of Chewy. “Chewy’s differentiated value proposition was once again on display, with both active customers and share of wallet (NSPAC) growing 4.5% year over year to reach nearly 21 million customers and $591, respectively.”

Chewy Inc. operates as an online pet retailer. The Company offers pet products which include dry and wet food, toys, mats, biscuits, vitamins and supplements. Chewy Inc. is based in Dania Beach, United States.

Chart for Chewy, Inc.

Negative Guidance

Portillo's Lowers Guidance

Logo for Portillo’sPortillo’s (PTLO) said it expects 2025 revenue of $730.0 million to $733.0 million. The company's previous guidance was revenue of $746.08 million to $760.29 million and the current consensus revenue estimate is $749.6 million for the year ending December 31, 2025.

In 1963, Dick Portillo invested $1,100 into a small trailer to open the first Portillo’s hot dog stand in Villa Park, IL, which he called “The Dog House.” Years later, Portillo’s has grown to include restaurants in 67 locations across nine states.

Chart for Portillo’s

In-line Guidance

Quantum Sees Revenue Below Estimates

Logo for Quantum Corp.Quantum Corp. (QMCO) said it expects a second quarter non-GAAP loss of $0.36 to $0.16 per share on revenue of $59.0 million to $63.0 million. The current consensus estimate is a loss of $0.30 per share on revenue of $72.70 million for the quarter ending September 30, 2025.

Quantum technology and services help customers capture, create and share digital content - and preserve and protect it for decades.

Chart for Quantum Corp.

Other Top Guidance Announcements

OXMOxford Reaffirms
LSAKLesaka Sees Revenue Below Estimates
VNCEVince Holding Guides In-line
AVNWAviat Networks Guides In-line
BWENBroadwind Updates Guidance
USFDUS Foods Reaffirms

$5 Stock Building Nvidia's AI Servers

alt

Recently announced AI revenue will beat iPhone revenue in 24 months.

They build most of Nvidia's AI servers.

Still under $5.

See Alex Green's urgent alert →

Positive Surprise

Vince Holding Beat Consensus Estimates

Logo for Vince Holding CorpVince Holding (VNCE) reported earnings of $0.38 per share on revenue of $73.24 million for the fiscal second quarter ended July 2025. The consensus estimate was a loss of $0.08 per share on revenue of $71.63 million. The company beat consensus estimates by 575.00% while revenue fell 1.25% compared to the same quarter a year ago.

The company said it expects third quarter revenue of $80.16 million to $82.57 million. The current consensus revenue estimate is $80.93 million for the quarter ending October 31, 2025.

Vince Holding Corp is a diversified apparel company that designs and markets a collection of fashion brands for men and women.

Chart for Vince Holding Corp

View All Earnings


Negative Surprise

Lesaka Technologies Missed Consensus Estimates

Logo for Lesaka Technologies IncLesaka Technologies (LSAK) reported a loss of $0.35 per share on revenue of $82.00 million for the fiscal fourth quarter ended June 2025. The consensus estimate was a loss of $0.01 per share on revenue of $131.00 million. The company missed consensus estimates by 3,400.00% while revenue fell 43.85% compared to the same quarter a year ago.

The company said it expects first quarter revenue of $85.78 million to $94.36 million. The current consensus revenue estimate is $158.00 million for the quarter ending September 30, 2025. The company also said it expects fiscal 2026 non-GAAP earnings of at least $0.26 per share on revenue of $365.99 million to $394.58 million. The current consensus earnings estimate is $0.27 per share on revenue of $633.50 million for the year ending June 30, 2026.

Lesaka Technologies, (Lesaka™) is a South African Fintech company that utilizes its proprietary banking and payment technologies to deliver superior financial services solutions to merchants (B2B) and consumers (B2C) in Southern Africa.

Chart for Lesaka Technologies Inc

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

Adobe is Expected to Beat Estimates

Logo for Adobe Inc.Adobe (ADBE) is confirmed to report earnings on Thursday, September 11, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $5.18 per share on revenue of $5.90 billion, respresenting 9.1% year-over-year revenue growth, and the Earnings Whisper ® number is $5.25 per share. Investors are 39.5% bearish going into the company's earnings release. Option traders are pricing in a 8.7% move on earnings and the stock has averaged a 11.6% move in recent quarters.

Chart for Adobe Inc.

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 ®