Earnings Preview — 5175 total
Carlisle Companies heads into its July 29 Q2 results with options traders notably more cautious than they were just a week ago — even as the short-selling retreat that defined the earlier preview continues. The…
Boston Scientific heads into its July 29 earnings report with analysts uniformly bullish but equally unanimous in cutting their expectations — a disconnect that puts the quality of the actual numbers front and…
Banco Santander-Chile reports Q2 results on July 29 with analysts pulling in opposite directions — a rare three-way split between a bellwether Sell, a fresh Buy upgrade, and a cautious Neutral, all in the past five…
AvalonBay Communities heads into its July 29 earnings release with short sellers continuing to retreat and options traders now leaning more bullish than at any point in recent weeks. The sharpest shift since the prior…
AON heads into its July 29 earnings release with options traders turning notably bullish — the standout signal in an otherwise calm positioning picture. The clearest read comes from options flow. Call-side positioning…
Amphenol heads into its July 29 Q2 print with options traders notably less defensive than usual — a shift worth examining given the stock's recent wobble. The clearest change since last week's article is in options…
Allstate reports second-quarter results on July 29 with short sellers pulling back and the stock trading near multi-month highs — setting up a debate about whether the recent re-rating has run ahead of the…
ATI Inc. reports Q2 results on July 29 with the stock up 74% year-to-date — and its own CEO selling into the strength. The most striking signal heading into Tuesday's print is the insider activity. CEO Kimberly Fields…
Air Products and Chemicals reports fiscal Q3 results on July 29 with options positioning and analyst direction both tilting positive — a notably calmer setup than most pre-earnings prints. The clearest signal into…
Agnico Eagle Mines heads into its July 29 earnings release with the stock trailing its closest peers even as the broader gold mining group rallies. Gold miners had a strong week. Close correlates Kinross, Wheaton…
RIVN reaches its July 28 earnings date in worse shape than ten days ago, with the stock down 9% on the week to $15.84 — reversing much of the recovery that the prior note tracked from the July 8 collapse. The…
Seagate Technology Holdings enters its July 28 quarterly report carrying the hangover from its July 23 miss: the stock shed 6.8% on Thursday to $851.69, reversing much of the 11% surge that had preceded that print. The…
TENB heads into its July 28 earnings report with analyst opinion fracturing even as the stock has nearly halved from last week's high. The most striking feature of the setup is the wave of analyst activity in the past…
PayPal heads into its July 28 earnings report having blown through the price ceilings bears had drawn just weeks ago, forcing a visible rethink on the Street. The analyst story has shifted materially since the July 15…
Varonis Systems reports Sunday after close with options traders leaning bullish, short sellers retreating, and the stock holding up while its closest peers get hit hard. The options picture is the clearest pre-earnings…
Nebius Group arrives at its July 28 earnings print with a violent week behind it: a 15% single-day drop to $187.77, reversing much of the 19% squeeze rally flagged in Tuesday's note, while the underlying short…
NXP Semiconductors heads into its July 28 earnings release with a split picture: analyst conviction tilting bullish, but the stock nursing a 10% monthly decline to $269.24 amid broader semiconductor sector…
FSLR reports second-quarter results on July 28 against a backdrop of sharp price deterioration, a crowded bull case on the Street, and insider selling that peaked at higher prices — a combination that puts the quality…
CAR heads into its July 28 earnings report with a sharply divided market — short sellers retreating, analysts still largely bearish, and the stock down 16% over the past month. The most striking positioning shift is in…
SK hynix Inc. enters its July 29 earnings event in a materially different position than it held at the July 23 Q2 report — the stock has fallen another 8.3% on the day of writing alone, extending its one-month loss to…
