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Earnings Preview2837 total

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Earnings PreviewCTVA

Corteva Bulls Face a Spin-Off Test

Analysts have been uniformly raising targets on CTVA heading into today's Q1 print — but the bear case is growing more specific, and the debate going into the results is less about the business and more about the…

1 min read
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Earnings PreviewKKR

KKR's Co-CEOs Bought the Dip — Now Comes the Test

KKR & Co. Inc. heads into its May 8 earnings report with one of the clearest insider conviction signals in the alternative asset management space right now. When both Co-CEOs buy stock in the open market within days of…

1 min read
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Earnings PreviewVST

Vistra Heads Into Q1 Print With Shorts Building

Vistra Corp. reports Q1 2026 results on May 7 with short sellers quietly adding exposure even as the stock trades well below analyst targets — a divergence that frames the debate heading into the print. The most…

1 min read
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Earnings PreviewDD

DD Rallies Into Earnings While Peers Lag

DuPont de Nemours heads into its May 7 Q1 print with an 8.6% weekly rally that sits sharply at odds with the rest of the chemicals sector. The divergence from peers is the sharpest data point in the setup. PPG fell…

1 min read
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Earnings PreviewPR

Analysts Raise Targets as PR Heads Into Q1 Print

Permian Resources enters its May 6 Q1 earnings release on the back of a quiet but clearly bullish wave of analyst upgrades — the most interesting feature of the current setup. The analyst community has moved decisively…

1 min read
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Earnings PreviewBLD

BLD Shorts Retreat as QXO Deal Reframes the Story

TopBuild Corp. heads into its Q1 2026 earnings report with short sellers abandoning positions at a striking pace — and a pending $17 billion acquisition hanging over every number in the print. The most dramatic shift…

1 min read
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Earnings PreviewQXO

QXO Short Sellers Circle Ahead of May Print

QXO heads into its May 8 earnings release with short positioning near a multi-month high and the borrow market tightening sharply — a combination that makes this a closely watched print for an already pressured…

1 min read
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Earnings PreviewBUD

AB InBev's 13% Rally Sets a High Bar for Q1

Anheuser-Busch InBev heads into its May 7 Q1 2026 results carrying momentum that demands an explanation from management. The stock has jumped 13% over the past month to $80.37, adding 8.7% on Tuesday alone. That…

1 min read
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Earnings PreviewPRIM

PRIM Rockets 37% in a Month — Can Q1 Earnings Hold the Gains?

Primoris Services Corporation enters its Q1 2026 earnings call today having nearly re-rated as a different company. The stock closed at $202.92 on Tuesday — up 37% in one month and 20% in the past week alone — and the…

1 min read
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Earnings PreviewDOC

DOC Options Skew Flags Caution as Analysts Trim Targets

Healthpeak Properties heads into its May 6 earnings call with options traders decidedly more defensive than they have been in months. The clearest shift is in options positioning. The put/call ratio has climbed to…

1 min read
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Earnings PreviewDUK

Duke Energy Bulls Eye 10% Upside Into Q1 Print

Duke Energy heads into its May 7 Q1 earnings report with short sellers retreating and analysts tilting constructively — but the stock is trading below where most of the Street thinks it belongs. The short-selling story…

1 min read
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Earnings PreviewET

Energy Transfer Bulls Ride a 21% Rally into Q1 Print

Energy Transfer LP heads into its May 6 Q1 results with the units up sharply and the Street broadly onside — but the debate over distribution sustainability and capex discipline looms large. Options positioning signals…

1 min read
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Earnings PreviewIHG

IHG Heads Into Q1 Print With Short Interest at a Monthly High

InterContinental Hotels Group reports first-quarter results on May 7 with short sellers at their most active level in a month — yet the broader setup remains far from extreme. Short interest has climbed 21% over the…

1 min read
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Earnings PreviewAIZ

Assurant Heads Into Q1 Print on an Analyst Tug-of-War

Assurant reports Q1 2026 earnings today with the stock up sharply and the Street divided on where it goes next. Options positioning is notably more bullish than it has been. The put/call ratio has dropped to 0.87 —…

1 min read
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Earnings PreviewNRG

NRG Options Lean Defensive Into Q1 Print

NRG Energy heads into its Q1 2026 earnings today with options traders leaning more cautious than usual — even as the borrow market signals limited conviction from short sellers. The clearest pre-earnings signal is in…

1 min read
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Earnings PreviewWEC

WEC Energy Heads Into Q1 Print With Bulls Eyeing the Target Gap

WEC Energy Group reports first-quarter results on May 7 with options traders leaning bullish and short sellers quietly retreating — a combination that points to a market more comfortable with the setup than not. The…

1 min read
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Earnings PreviewCOHR

Analyst Upgrades Pile In as COHR Heads Into May Print

Analysts have moved decisively in COHR's favour ahead of today's after-market earnings, with target prices rising sharply and the bull camp gathering momentum even as the stock has already run 30% higher in a…

1 min read