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Kiplinger
Kiplinger
Business
Karee Venema

Earnings Calendar and Analysis for This Week (December 8-12)

Calendar with numerous dates marked with pushpins.

Below is a weekly earnings calendar of the most important upcoming quarterly reports scheduled to be released by publicly traded companies. However, we have also provided expanded previews and recaps for select companies that are reporting earnings throughout the week.

Please check back often. This earnings calendar is updated regularly.

(Editor's note: Earnings dates in tables are tentative. However, companies featured in "Earnings Spotlights" have officially announced their earnings dates.)

Earnings calendar highlights

Monday (12/8)

There are no noteworthy earnings reports scheduled for release before the opening bell on Monday, December 8.

Noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

Compass Minerals

CMP

$0.25 per share

Phreesia

PHR

0.00

Toll Brothers

TOL

4.88

Tuesday (12/9)

Noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

Academy of Sports + Outdoors

ASO

$1.07 per share

AutoZone

AZO

32.79

Caleres

CAL

0.85

Campbell Soup

CPB

0.73

Core & Main

CNM

0.73

Ferguson

FERG

2.64

G-III Apparel

GIII

1.60

Korn/Ferry

KFY

1.31

Ollie's Bargain Outlet

OLLI

0.73

SailPoint

SAIL

0.06

Noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

AeroVironment

AVAV

$0.78 per share

Braze

BRZE

0.06

Casey's General

CASY

5.19

Cracker Barrel

CBRL

-0.75

Dave & Buster's

PLAY

-1.05

GameStop

GME

0.20

Wednesday (12/10)

Noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

Chewy

CHWY

$0.12 per share

Hello Group

MOMO

1.87

Photronics

PLAB

0.45

Uranium Energy

UEC

-0.01

Earnings calendar preview: Oracle

Oracle (ORCL) is a great long-term bet that is now boosting shareholder value with its aggressive plans to support the AI revolution. The company will offer its perspective on whether we are instead in the midst of an AI bubble when it reports fiscal 2026 second-quarter results after Wednesday's closing bell.

Wall Street expects Oracle to report earnings of $1.64 per share (+11.6% year over year) on revenue of $16.19 billion (+15.2% YoY).

In September, Oracle finalized a deal to provide OpenAI with cloud computing power over five years for $300 billion, which, according to The Wall Street Journal, makes it one of the biggest-ever tech infrastructure contracts.

ORCL stock has been hit hard lately, though, as investors, traders and speculators question whether the amount of debt capital Oracle has raised will support sufficient return on investment (ROI).

Meanwhile, Deutsche Bank analyst Brad Zelnick reiterated his Buy rating and his $375 12-month target price on ORCL stock, noting its current price reflects "little if any credit" for the OpenAI relationship. ORCL has suffered more than most as market participants question AI spending.

According to Zelnick, OpenAI represents a solid ROI opportunity and “validates Oracle's leadership in deploying AI cloud infrastructure at scale.”

Other noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

Adobe

ADBE

$5.40 per share

NANO Nuclear Energy

NNE

-0.41

Nordson

NDSN

2.93

Oxford Industries

OXM

-0.95

Planet Labs

PL

-0.03

Synopsys

SNPS

2.78

Vail Resorts

MTN

-5.22

Thursday (12/11)

Noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

Ciena

CIEN

$0.77 per share

Lovesac

LOVE

-0.69

Earnings calendar preview: Broadcom

Broadcom (AVGO) is not counted among the famous Magnificent 7 stocks but is bigger than two of them on the strength of a near 66% year-to-date return as of early December. The chipmaker reports its fiscal fourth-quarter results after Thursday's closing bell.

Susquehanna analyst Christopher Rolland reiterated his Positive (or Buy) rating and raised his 12-month target price from $400 to $450 in a preview of Broadcom's earnings report.

Wall Street expects AVGO to report EPS of $1.87 (+31.7% YoY) on revenue of $17.46 billion (+24.2% YoY). Those kinds of double-digit growth numbers put Broadcom among a select group of trustworthy trillion-dollar stocks.

"We expect better results/guidance driven by upside from both Custom ASICs and AI Networking," Rolland writes, referencing Broadcom's application-specific integrated circuits business as well as an artificial intelligence operation that, like Oracle's, claims OpenAI as a big customer.

The analyst also cites Alphabet's (GOOGL) recent launch of the seventh-generation Google Ironwood chip; Broadcom is a key design and supply-chain partner for Ironwood.

As Rolland writes, "Ironwood is tracking better than expected as Google signed Anthropic as a customer earlier this quarter, with Meta also reported to be another major customer here."

Other noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

Costco

COST

$4.27 per share

Lululemon Athletica

LULU

2.21

Netskope

NTSK

-0.25

Friday (12/12)

There are no noteworthy earnings reports scheduled for release on Friday, December 12.

Reporting schedules are provided by Briefing.com and company websites. Earnings estimate data provided by Refinitiv, an LSEG business, via Yahoo! Finance, and S&P Global Market Intelligence via Briefing.com.

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