Earnings Whispers

$OKTA Okta made the security angle clear: every AI agent inside an enterprise becomes a new identity. That turns identity security into a bigger strategic priority as companies move from AI experiments to real deployment.

$DELL Dell reinforced the infrastructure side of the AI buildout. Demand continues to exceed supply, with memory still the primary constraint. The key point is that AI server demand is not fading; supply is still the bottleneck.

$SNOW Snowflake delivered the cleanest enterprise software message: AI is accelerating the move to the cloud. Customers are becoming more urgent about putting data where AI can actually use it, and Snowflake is positioned as a core beneficiary of that shift.

There is not a single "consensus earnings estimate miss" on this chart. $LULU https:// earningswhispers.com/stocks/LULU

Welcome back $PLTR

Here's an update on how @DivesTech has done over the past three weeks. $IVES

#earnings for the week of June 1, 2026 https:// earningswhispers.com/calendar $AVGO $CRWD $CRDO $PANW $HPE $CIEN $RBRK $PL $AI $DG $MMED $VSCO $LULU $GTLB $MDT $SAIC $VEEV $ULTA $DOCU $HIVE $FIVE $IOT $MOMO $ODD $SIG $DCI $CMCO $TIGR $CAL $CGNT $M $DSGX $CHPT $ABM $SPWH $OLLI $PVH $TTAN $TTC $THO $NTSK $WOOF $YEXT $PICS $BBCP $BF.B $XE $CANG $CXM $COO

$MDB Conference Call Summary: We are becoming the …

$DELL Conference Call Summary: What a great start …

$MDB https://t…

looks important $ARKK #RiskOn

#earnings after the close on Thursday, May 28, 2026 https:// earningswhispers.com/calendar $DELL $COST $PATH $MDB $ADSK $S $OKTA $NTAP $GAP $AEO $ESTC $AMBA $ASAN $VSAT $PLUS $UVV $CHA $PD $HQY $NGL

$APP looks to be on its way to $…

Note the read-throughs for $ALAB …

$CVLT appears on its way to a gap fill to near $12…

$CRM Conference Call Summary: We are becoming the …

$MDB short sellers this morning after $SNOW results

$MRVL Conference Call Summary: We are becoming on…

$SNOW Conference Call Summary: AI is fundamentally…

It is almost like everyone shorted $HPQ at the very bottom...

$SNOW https://…

#earnings before the open on Thursday, May 28, 2026 https:// earningswhispers.com/calendar $BBY $PLAB $XPEV $HRL $KSS $BURL $CM $TD $RY $WB $ARBE $ATHM $ATS $LI $LOOP $FUTU $SHIP $BBW $DOO $SOTK $RSVR

$ANF Conference Call Summary: We are still a healt…

#earnings after the close on Wednesday, May 27, 2026 https:// earningswhispers.com/calendar $MRVL $CRM $SNOW $SNPS $HPQ $P $AMSC $BRZE $NCNO $NTNX $PHR $HEI $A $UHAL $ARXS $ICLR $MOB $NOAH $GRRR

$DKS Conference Call Summary: Sports are so hot ri…

Since reporting earnings, only $TSLA & $AAPL are outperforming $SPY . $GOOGL $MSFT $NVDA $META $AMZN $MAGS #MAG7

We start the open on Wednesday with $MU

$OOMA Conference Call Summary: We are becoming a m…

$APPS Conference Call Summary:

$ZS Conference Call Summary: We are positioning ou…

#earnings before the open on Wednesday, May 27, 2026 https:// earningswhispers.com/calendar $DKS $PDD $ANF $BNS $DY $CPRI $BMO $BBWI $MLAB $MDWD $MOV $SPMC $MNRO

#earnings after the close on Tuesday, May 26, 2026 https:// earningswhispers.com/calendar $ZS $SQM $BOX $SMTC $MOD $OOMA $API $APPS $QFIN $SVM $TRNS $HMR $BBAR

$AZO Conference Call Summary: We are still gaining…

The most anticipated earnings releases for the week of May 25, 2026, are @MarvellTech $MRVL , @salesforce $CRM , @Snowflake $SNOW , @Dell $DELL , @UiPath $PATH , @zscaler $ZS , @MongoDB $MDB , @Costco $COST , @BestBuy $BBY , and Sociedad Química y Minera de Chile S.A. $SQM . https:// earningswhispers.com/calendar #mostanticipated #earningscalendar #earningswhispers #marvell #salesforce #snowflake #uipath #zscaler #mongodb #costco #bestbuy #earningswhisper

$OKTA is eyeing $100 again. Earnings after the close on Thursday.

$PONY Conference Call Summary: We are moving from …

$MU now that's a price target @UBS

Remember last quarter when $DELL reported a beat-and-raise while short interest was at record highs, and the stock got squeezed for a 150% gain? https:// earningswhispers.com/stocks/DELL

Cybersecurity has now overtaken the Semiconductors as market leaders, at least for the quarter. 94% of $BUG stocks are up since reporting earnings, while just 76% of $SMH . We'll get results from $ZS $S and $OKTA this week, with $PANW and $CRWD next week, but in late June, $BB will report. The company reported A+ earnings last quarter, and now appears to be in Stage 2. https:// earningswhispers.com/wrs

$DIA $DJIA does this mean Pam can come back to work?

$HPQ #squeeze https:// earningswhispers.com/stocks/hpq reports after the close on Wednesday

#earnings for the week of May 25, 2026 https:// earningswhispers.com/calendar $MRVL $CRM $SNOW $DELL $PATH $ZS $MDB $COST $BBY $SQM $PLAB $ESLT $ADSK $S $HRL $SNPS $BOX $HPQ $DKS $PONY $API $ESTC $P $AZO $OKTA $OOMA $BNS $BRZE $SKY $CRGO $AMSC $CPRI $PDD $NCNO $BBWI $MOD $ANF $NTAP $BURL $QFIN $CM $NTNX $DY $HEI $WB $SVM $GAP $JOYY $KSS $XPEV

$WATT was up nearly 15% today…

$CRWD reports June 3 https:// earningswhispers.com/stocks/CRWD

#earnings after the close on Thursday, May 21, 2026 https:// earningswhispers.com/calendar $WDAY $DECK $BULL $TTWO $ZM $ROST $CPRT $FLO $LION $CAE $CVCO $PLUS

$NVDA Conference Call Summary: Demand has gone par…

$NVDA guidance calculates to earnings of $1.93 to $2.10 per share, which is in line with the consensus estimate of $1.94. https:// earningswhispers.com/epsdetails/NVDA

Note that last quarter $NVDA issued their earnings > 10 minutes later than usual.

#earnings before the open on Thursday, May 21, 2026 https:// earningswhispers.com/calendar $WMT $NIO $DE $RL $WMS $AAP $DAVA $NTES $LSPD $MRT $HLNE $ARQQ $YMM $VIPS $SCVL $WSM $DDL $ESEA

$TGT Conference Call Summary: The only winning pat…

$WATT is showing a little strength here as it pres…

#earnings after the close on Wednesday, May 20, 2026 https:// earningswhispers.com/calendar $NVDA $ELF $INTU $SBLK $URBN $STEP $NDSN $ENS $AVEX $BLTE $CSAI

#earnings before the open on Wednesday, May 20, 2026 https:// earningswhispers.com/calendar $ADI $TGT $LOW $TJX $VFC $ZIM $ARCO $GDS $HAS $PERI $ROIV $GLNG $BZUN $BZ $HDL $IMVT $TATT $EDRY

#earnings after the close on Tuesday, May 19, 2026 https:// earningswhispers.com/calendar $KEYS $CAVA $TOL $EGHT $CCIF $AUNA $JHX $RRGB $EARN $ZTO

$WSM said this morning that they will report earnings before the open on Thursday, May 21. This is basically when the company typically reports first-quarter results, but normally, they give us at least a week's heads up instead of just a two-day notice. https:// earningswhispers.com/wrs

#earnings after the close on Monday, May 18, 2026, and before the open on Tuesday, May 19, 2026 https:// earningswhispers.com/calendar $HD $AGYS $FATN $AS $ECC $ANTA $BILI $EXP $BEKE $GOSS $MMYT $HSAI $CAN $CRNT $RDCM (& $RERE $LUXE $ECX $EIC $DRVN )

The Semiconductors $SOXX remain the market leaders, but they've been fading some post-earnings, while Cybersecurity $BUG stocks have been strengthening - and were up on Friday while the overall market was lower. $ZS $S and $OKTA report later this month. $PANW and $CRWD will report soon after. https:// earningswhispers.com/wrs

#earnings for the week of May 18, 2026 https:// earningswhispers.com/calendar $NVDA $ELF $ADI $NIO $INTU $BIDU $DECK $HD $BULL $WMT $DE $VFC $VRT $KEYS $ZIM $ZM $TTWO $TGT $CAVA $AGYS $TOL $WDAY $LOW $ARCO $TOYO $URBN $WMS $AS $HAS $CPRT $GDS $SBLK $NDSN $FATN $STEP $RL $AAP $ECC $NRXP $TJX

$AMAT Conference Call Summary: AI adoption is acce…

#earnings before the open on Friday, May 15, 2026 https:// earningswhispers.com/calendar $SURG $SPRY $CREX $VNRX $DGXX $HTHT $PAVM $RBC $RMIX $SACH $SLE $INKT $LFWD $MHH $AZ

#earnings after the close on Tuesday, May 12, 2026 https:// earningswhispers.com/calendar $OKLO $KRMN $ELMD $NXT $AEYE $ATRO $PAYS $FNV $GCTS $AII $AIP $STXS $DNN $INR $EVLV $CRIS $DDI $AKA $ANDG $BGS $JBS $LCTV $OPRX $MDAI $MXCT $NCMI $NPCE $IZEA $KURA $FLD $GAIN $GRWG $GUTS $HQI $HYLN $HYPR

#earnings before the open on Tuesday, May 12, 2026 https:// earningswhispers.com/calendar $QBTS $AG $JD $SE $KOPN $ONON $VG $Q $AMTM $ARMK $LAR $UAA $SATL $ZBRA $TIGO $TME $ETOR $NYAX $ACHV $ACXP $BETA $HUYA $LEGN $SMTI $SNBR $SPWR $TE $VERI $VIA $VPG $VSTS $MWH $HBIO $ARVN $IMNN $JBI $OGI