Earnings Preview: Adobe (ADBE) — June 11, 2026
Adobe reports Q2 Thursday AMC. Est $5.81 EPS. AI monetization narrative on trial. Traders pricing ±8% move. $102B market cap.
Earnings Preview: Oracle (ORCL) — June 10, 2026
Q4 FY2026 after close. Cloud growth vs. AI hype. Est $1.96 EPS.
Earnings Preview: Marvell, Salesforce, PDD, Snowflake — May 27, 2026
Four mega-caps report tomorrow. Key themes: AI infrastructure, cloud spend, China e-commerce slowdown.
Earnings Preview: Walmart (WMT) — Q1 FY2027 — May 21, 2026 BMO
Walmart reports Q1 FY2027 Thursday before the open. Consensus EPS $0.66, $1.07T market cap. The most important earnings of the week — WMT is the definitive consumer health and tariff pass-through bellwether. Target missed expectations on guidance yesterday; can Walmart do better?
Earnings Preview: NVIDIA (NVDA) — Q1 FY2027, May 20, 2026
NVIDIA reports Wednesday May 20 after close — the single biggest earnings event of the week. Consensus ~$0.92 EPS. Data center revenue and H100/B200 demand are the keys. A beat lifts the entire AI complex; a miss extends the tech selloff.
Earnings Preview: Walmart (WMT) — May 15, 2026
Walmart reports Q1 FY2027 before market open on May 15. Consensus: EPS $0.65, revenue $172.5B. The key read on US consumer resilience under tariff pressure.
Earnings Preview: Alibaba (BABA) — May 13, 2026
BABA reports Q4 FY2026 BMO Wednesday. Revenue est $35.2B (+8% YoY). EPS est $0.90, down sharply from $1.83 prior year. AI spending under scrutiny after Q3 miss.
Earnings Preview: Cisco Systems (CSCO) — May 13, 2026
Cisco reports Q3 FY2026 AMC Wednesday. Rev guidance $15.4–15.6B, EPS $1.02–1.04. AI networking orders and Splunk integration update are the key catalysts.
Earnings Preview: Walmart (WMT), Home Depot (HD) Q1 2026 — Tuesday BMO — Consumer Health Check Amid Iran Oil Shock
Tuesday morning before open: Walmart Q1 2026 (the world's largest retailer, 150M+ weekly shoppers) and Home Depot Q1 2026 (largest home improvement chain). These two reports together form the most comprehensive read on US consumer and housing health available. Context: NFP +178K beat confirms employment intact. WTI $97 (+30% since Iran conflict began) is the key uncertainty — does the oil/energy price spike show up in Walmart's consumer stress signals? Does higher-rate/higher-energy-cost environment crimp Home Depot renovation spending? CPI also drops at 8:30 AM ET Tuesday (prior 3.3%) — Walmart's same-store sales data will be the private-sector confirmation or contradiction of CPI.
Earnings Preview: Thursday, May 7, 2026 — AMAT, MELI, LYFT + Jobless Claims
Thursday May 7 earnings: Applied Materials (AMAT, BMO, est $2.26 EPS) is the most important read of the week — semiconductor equipment orders confirm whether the AI datacenter buildout translates to new fab investment. MercadoLibre (MELI, BMO, est $12.45 EPS) tests the LatAm e-commerce resilience thesis. Lyft (AMC) is a secondary read on the UBER miss. Initial Jobless Claims at 8:30 AM ET (prior 189K) sets up for Friday's Non-Farm Payrolls. S&P at record 7,340, Russia Kyiv mass strike warning overnight creates binary risk backdrop.
Earnings Preview: Week of May 4, 2026 — PLTR AI Defense, Berkshire $373B Cash Decision, SHOP & PFE
The week of May 4 brings PLTR (Palantir) May 4 AMC — the AI/defense bellwether with Iran war backdrop making this a critical read. Berkshire Hathaway reports Saturday May 2 (Greg Abel's first annual meeting, $373B cash deployment key). ON Semiconductor May 4, Shopify May 5, Pfizer May 5, Energy Transfer May 5. Dow 50,000 milestone watch continues.
Earnings Preview: May 1, 2026 — XOM Reports BMO, PLTR on Deck May 4
Exxon Mobil (XOM) reports Q1 2026 before the open Friday May 1 — the only StockScout BUY on the current watchlist. With WTI at $105 and Brent at $111, upstream margin setup is exceptional. Chevron also reports BMO. Palantir reports May 4 — AI defense contract commentary will be the key read for the defense/AI intersection trade. 83 total reporters on Friday.
Earnings Preview: Alphabet (GOOGL) — April 29, 2026
GOOGL reports Q1 2026 after close on April 29. Search, Cloud, and AI guidance are the three levers. This is the week's most important print — and possibly the quarter's.
Earnings Preview: April 28, 2026 — KO, HOOD, GLW, MDLZ and 195 More
199 companies report on Tuesday April 28. Key names: Coca-Cola, Robinhood, Corning, Mondelez. Consumer staples and fintech in focus ahead of GOOGL Wednesday.
Earnings Preview — Week of April 27, 2026
A loaded earnings week ahead: Verizon Monday, Coca-Cola and Robinhood Tuesday, GOOGL and Microsoft Wednesday, Meta Thursday, Apple and Amazon Friday. Plus VIX at 18.7 and Brent near $100 — macro backdrop for the biggest tech week of Q1 season.
LMT Earnings Preview — April 22, 2026: Defense Titan Reports on Ceasefire Day
Lockheed Martin reports Q1 2026 BMO Wednesday April 22 — the same day as the Iran-US ceasefire deadline. Est EPS $6.90. Defense backlog, F-35 production, and hypersonics guidance are the key metrics. LMT is a watchlist HOLD (earningsProx penalty active).
Earnings Preview: Abbott Labs (ABT) Reports Q1 2026 Thursday Morning
Abbott Laboratories reports Q1 2026 before Thursday's open. Consensus: $1.15 EPS, $10.99B revenue. Medical devices and diagnostics in focus as the healthcare sector navigates tariff uncertainty and strong diabetes device demand.
Earnings Preview: ASML Q1 2026 — The AI Capex Canary Reports Tomorrow
ASML Holding reports Q1 2026 BMO on April 15. EPS consensus $6.64. As the world's only EUV lithography supplier, ASML's order book and guidance will signal whether AI chip investment is holding up under tariff/macro pressure. This is the most important earnings report of the week for the tech sector.
Earnings Preview: Bank Blitz — JPM, JNJ, C, WFC, BLK Report Tuesday April 14
Five major names report before the bell Tuesday: JPMorgan Chase ($1.04T), Johnson & Johnson, Citigroup, Wells Fargo, and BlackRock. The backdrop is a Hormuz-driven oil shock and rising rates — can bank earnings provide a floor for rattled markets?
BlackBerry Q4 2026 Earnings Preview: Secure Comms Moment
BlackBerry reports Q4 2026 Thursday BMO. EPS est $0.04. Canada secure-comms deal in spotlight. Valuation gap thesis gaining traction. What to watch.
Delta Air Lines Q1 2026 Preview: Oil at $115, Travel Demand vs. Fuel Headwind
Delta Air Lines reported Q1 2026 earnings on April 8, 2026. See the full recap for results — EPS $0.64 beat vs $0.57 est (+12.2%), with $2B fuel headwind absorbed.
Earnings Preview: Levi Strauss (LEVI) — Q1 2026
Levi Strauss reports Q1 2026 earnings Tuesday April 7 after the close. Consensus at $0.37 EPS. A tariff bellwether for mid-tier US consumer spending.
Earnings Preview: Conagra Brands (CAG) — April 1, 2026
Conagra reports Q3 2026 results BMO April 1. Consensus EPS of $0.40. Consumer staples margins under pressure from Iran oil spike and input cost inflation.
Earnings Preview: Cal-Maine Foods (CALM) — April 1, 2026
Cal-Maine Foods reports Q3 2026 results BMO April 1. Consensus EPS of $0.78. Egg prices and avian flu dynamics are the dominant variables.
Earnings Preview: PVH Corp (PVH) — March 31, 2026
PVH reports Q4 2025 AMC Tuesday. Calvin Klein and Tommy Hilfiger parent faces China tariff headwinds, weak consumer discretionary, and FX pressure. Consensus EPS $3.21.
Earnings Preview: RH (RH) — March 31, 2026
RH (Restoration Hardware) reports Q4 2025 AMC Tuesday. Luxury furniture bellwether faces housing market headwinds and consumer trade-down. Consensus EPS $1.91.
Earnings Preview: Nike (NKE) Q3 FY2026 — After Close, March 31
Nike reports Q3 FY2026 earnings after Tuesday's close. Stock near decade lows ~$52. The print is a referendum on China recovery, gross margin trajectory, and whether the turnaround under Elliott Hill is gaining traction.
Earnings Preview: CMC & Argan (AGX) — Thursday March 26, 2026
Commercial Metals (CMC, $7.1B) and Argan Inc. (AGX, $6.2B) both report Thursday. CMC is a tariff/metals proxy — steel margins under pressure. Argan is a power plant builder benefiting from the AI energy demand boom. Ray's earnings preview.
Jefferies Q1 2026 Earnings Preview: Wall Street's Boutique Giant Reports AMC — Takeover Buzz in Play
Jefferies Financial Group (JEF) reports Q1 2026 earnings after market close on March 25. Wall Street expects EPS of $0.91. Takeover chatter (SMFG rumored) and a strong IB recovery narrative make this one of the more interesting bank prints of the quarter. Ray's earnings preview.
Terns Pharmaceuticals Earnings & Merck Acquisition Preview: $6.7B Deal Changes Everything
Terns Pharmaceuticals (TERN) reports Q4 2025 AMC tonight — but the real story is the $6.7B Merck (MSD) acquisition announced today. With TERN surging +5.8% intraday to $52.92, this preview covers the deal, the earnings print, and what it means for the obesity drug pipeline. Ray's earnings preview.
CTAS + PAYX Earnings Preview: The Labor Market Report Card, Wednesday BMO
Cintas ($72.5B) and Paychex ($33.6B) both report Wednesday pre-market. Together they're the best real-time read on US small/mid business employment health. If the labor market is cracking under oil/tariff pressure, these two will show it first. Ray's earnings preview.
PDD Holdings Earnings Preview: Temu's Tariff Test, Wednesday BMO
PDD Holdings reports Wednesday pre-market. The $136.6B Temu/Pinduoduo parent faces its biggest quarter yet — US de minimis tariff risk, Temu marketing spend, and Chinese consumer recovery. Consensus EPS: $21.08. Ray's earnings preview.
Earnings Preview: Accenture (ACN) — March 19, 2026
Accenture reports Q2 FY2026 before the bell Thursday. Consensus EPS $2.84. The read: is enterprise AI consulting spend rate-insensitive at 3.75%?
Earnings Preview: FedEx (FDX) — March 19, 2026
FedEx reports Q3 FY2026 after the bell Thursday. Consensus EPS $4.13. FDX is the macro bellwether — shipping volumes tell you whether global trade is actually contracting.
Earnings Preview: Alibaba (BABA) — March 19, 2026 | Cloud Rebound or Another Miss?
Alibaba reports Q3 FY2026 earnings on March 19. With Chinese AI spending accelerating, a cloud business turning the corner, and the stock still 60% off 2021 highs, here's what to watch.
Earnings Preview: Micron (MU) — March 18, 2026 | The AI Memory Trade at an Inflection
Micron reports Q2 FY2026 earnings on March 18 — the same day as the Fed decision. Here's what the AI memory cycle, HBM demand, and DRAM pricing trends mean for the quarter, and what to watch after the bell.