Delta reports July 10 pre-market. Key question: Can summer travel demand offset fuel cost pressures? Oil down to $73 is tailwind if sustained. Watch load factors, corporate travel, and international recovery.
Adobe reports Q2 Thursday AMC. Est $5.81 EPS. AI monetization narrative on trial. Traders pricing ±8% move. $102B market cap.
Q4 FY2026 after close. Cloud growth vs. AI hype. Est $1.96 EPS.
Four mega-caps report tomorrow. Key themes: AI infrastructure, cloud spend, China e-commerce slowdown.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
199 companies report on Tuesday April 28. Key names: Coca-Cola, Robinhood, Corning, Mondelez. Consumer staples and fintech in focus ahead of GOOGL Wednesday.
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.
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).
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.
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.
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 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 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.
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.
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.
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.
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.
RH (Restoration Hardware) reports Q4 2025 AMC Tuesday. Luxury furniture bellwether faces housing market headwinds and consumer trade-down. Consensus EPS $1.91.
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.
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 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 (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.
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 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.
Accenture reports Q2 FY2026 before the bell Thursday. Consensus EPS $2.84. The read: is enterprise AI consulting spend rate-insensitive at 3.75%?
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.
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.
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.