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 (5/4)
Company |
Symbol |
Earnings estimate |
Axsome Therapeutics |
AXSM |
-$0.86 per share |
CNA Financial |
CNA |
1.30 |
Cogent Communications |
CCOI |
-1.00 |
GeneDx |
WGS |
-0.01 |
Hess Midstream Partners |
HESM |
0.67 |
Krystal Biotech |
KRYS |
1.49 |
Norwegian Cruise Line |
NCLH |
0.14 |
Pinnacle West |
PNW |
0.01 |
RLJ Lodging Trust |
RLJ |
0.27 |
The Marzetti Company |
MZTI |
1.57 |
Twist Bioscience |
TWST |
-0.48 |
Tyson Foods |
TSN |
0.78 |
Earnings recap: Palantir Technologies
If anyone has questions about whether Palantir Technologies (PLTR) is still a top tech disruptor, consider how the government contractor is growing within traditional commercial enterprise organizations.
Palantir reported first-quarter earnings of 33 cents per share (+153.8% year over year) on revenue of $1.63 billion (+84.4% YoY), beating a Wall Street forecast for EPS of 28 cents on revenue of $1.54 billion.
Management now expects second-quarter revenue of $1.80 billion, above a Wall Street estimate of $1.68 billion, and full-year growth of 71%, up from 61%.
U.S. commercial revenue grew by 133% YoY (pdf) to nearly $600 million, customer count was higher by 42%, and management raised its full-year growth guidance to greater than 120% from greater than 115%.
"The company grew at a powerful clip, even at this scale," Oppenheimer analysts Param Singh and Jake Heimowitz note, "and we see recent deal wins setting up the company for additional beats through the year."
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Singh and Heimowitz cite Palantir’s value proposition in the commercial segment as a differentiator vs LLM providers "and should stand the test of heightening competition."
Over the long term, they write, "We see LLMs building the broader market but Palantir taking the complex high-impact business." The analysts reiterate their Outperform (Buy) rating and their $200 12-month target price.
Company |
Symbol |
Earnings estimate |
Addus HomeCare |
ADUS |
$1.54 per share |
ADTRAN |
ADTN |
0.09 |
Advanced Energy |
AEIS |
1.98 |
Allison Transmission |
ALSN |
2.07 |
Ameresco |
AMRC |
-0.29 |
Atlas Energy Solutions |
AESI |
-0.25 |
BioMarin Pharmaceutical |
BMRN |
0.72 |
Boise Cascade |
BCC |
0.42 |
BWX Technologies |
BWXT |
0.92 |
Corebridge Financial |
CRBG |
1.05 |
Crescent Energy |
CRGY |
0.38 |
Diamondback Energy |
FANG |
3.66 |
Dorman Products |
DORM |
1.57 |
Duolingo |
DUOL |
0.77 |
Equitable Holdings |
EQH |
1.61 |
EverQuote |
EVER |
0.44 |
Fabrinet |
FN |
3.56 |
Firefly Aerospace |
FLY |
-0.51 |
Golub Capital |
GBDC |
0.36 |
Innovative Industrial Properties |
IIPR |
1.73 |
Innovex International |
INVX |
0.24 |
Inspire Medical Systems |
INSP |
-0.32 |
JBT Marel |
JBTM |
1.48 |
Lattice Semi |
LSCC |
0.37 |
Matson |
MATX |
1.61 |
MSA Safety |
MSA |
1.83 |
National Health |
NHI |
1.21 |
New Mountain Finance |
NMFC |
0.32 |
NJ Resources |
NJR |
1.90 |
ONE Gas |
OGS |
2.17 |
onsemi |
ON |
0.61 |
OSI Systems |
OSIS |
2.54 |
Otter Tail Power |
OTTR |
1.42 |
Paramount Skydance |
PSKY |
0.15 |
Paymentus |
PAY |
0.18 |
PINS |
0.23 |
|
Powell Industries |
POWL |
1.36 |
RB Global |
RBA |
0.99 |
Sonos |
SONO |
-0.24 |
Tennant |
TNC |
0.40 |
The Baldwin Group |
BWIN |
0.63 |
Tidewater |
TDW |
0.68 |
Travere Therapeutics |
TVTX |
-0.24 |
V2X |
VVX |
1.24 |
Valaris |
VAL |
-0.05 |
Vertex Pharmaceuticals |
VRTX |
4.28 |
Viper Energy Partners |
VNOM |
0.47 |
Vornado Realty Trust |
VNO |
0.51 |
Voyager Technologies |
VOYG |
-0.61 |
Williams Companies |
WMB |
0.63 |
Tuesday (5/5)
Company |
Symbol |
Earnings estimate |
AdaptHealth |
AHCO |
$0.01 per share |
ADM |
ADM |
0.64 |
AGCO |
AGCO |
0.44 |
Alkermes |
ALKS |
-0.54 |
American Electric |
AEP |
1.57 |
Anheuser-Busch InBev |
BUD |
0.91 |
Aptiv |
APTV |
1.62 |
Atkore International |
ATKR |
1.00 |
Avista |
AVA |
1.02 |
Ball |
BALL |
0.85 |
BellRing Brands |
BRBR |
0.32 |
BioNTech |
BNTX |
-2.20 |
Cameco |
CCJ |
-0.10 |
Cipher Mining |
CIFR |
-0.22 |
Colliers |
CIGI |
0.93 |
Cummins |
CMI |
5.63 |
DigitalOcean |
DOCN |
0.26 |
Donnelley Financial |
DFIN |
1.35 |
Duke Energy |
DUK |
1.87 |
DuPont |
DD |
0.48 |
Eaton |
ETN |
2.73 |
Ecovyst |
ECVT |
0.05 |
Embecta |
EMBC |
0.42 |
Energizer |
ENR |
0.47 |
Energy Transfer |
ET |
0.39 |
Enpro |
NPO |
2.08 |
Expro Group |
XPRO |
0.12 |
First Watch Restaurant Group |
FWRG |
-0.03 |
Fiserv |
FISV |
1.58 |
Fortrea |
FTRE |
0.05 |
Fresh Del Monte |
FDP |
0.62 |
fuboTV |
FUBO |
-0.35 |
Gartner |
IT |
2.92 |
GlobalFoundries |
GFS |
0.35 |
Graphic Packaging |
GPK |
0.06 |
Harley-Davidson |
HOG |
0.22 |
Henry Schein |
HSIC |
1.22 |
Huntington Ingalls |
HII |
3.70 |
IDEXX Labs |
IDXX |
3.41 |
Ingredion |
INGR |
2.48 |
Integra |
IART |
0.40 |
IPG Photonics |
IPGP |
0.27 |
IQVIA |
IQV |
2.82 |
KKR |
KKR |
1.26 |
Knife River |
KNF |
-1.41 |
LCI Industries |
LCII |
2.17 |
Leidos |
LDOS |
2.90 |
Life Time |
LTH |
0.34 |
Marathon Petroleum |
MPC |
0.74 |
Marriott Vacations |
VAC |
1.68 |
MFA Financial |
MFA |
0.30 |
MPLX LP |
MPLX |
1.05 |
Oaktree Specialty Lending |
OCSL |
0.37 |
Ocular Therapeutix |
OCUL |
-0.32 |
Oil States |
OIS |
0.09 |
OPENLANE |
OPLN |
0.31 |
PayPal |
PYPL |
1.27 |
Pediatrix Medical Group |
MD |
0.38 |
Pfizer |
PFE |
0.72 |
Portillo's |
PTLO |
0.01 |
Procore Technologies |
PCOR |
0.36 |
Public Service |
PEG |
1.44 |
Repligen |
RGEN |
0.38 |
Revvity |
RVTY |
1.02 |
Rhythm Pharmaceuticals |
RYTM |
-0.82 |
Rockwell Automation |
ROK |
2.88 |
Scorpio Tankers |
STNG |
2.71 |
Shoals Technologies |
SHLS |
0.06 |
Shopify |
SHOP |
0.33 |
Sotera Health |
SHC |
0.17 |
Sunoco LP |
SUN |
1.74 |
Sunstone Hotel |
SHO |
0.22 |
Surgery Partners |
SGRY |
-0.12 |
Thomson Reuters |
TRI |
1.19 |
TopBuild |
BLD |
3.64 |
Transdigm Group |
TDG |
9.43 |
UL Solutions |
ULS |
0.41 |
Waters |
WAT |
2.31 |
WEC Energy Group |
WEC |
2.30 |
Westlake |
WLK |
-0.11 |
Earnings recap: Advanced Micro Devices
Advanced Micro Devices (AMD) validated its 65.5% year-to-date rally through April 30 when management of the semiconductor stock reported expectations-beating first-quarter results and raised full-year guidance.
AMD posted EPS of $1.37 (+42.7% YoY) on revenue of $10.25 billion (+37.8% YoY) vs a Wall Street forecast for EPS of $1.29 on revenue of $9.89 billion.
CEO Dr. Lisa Su cited accelerating demand for AI infrastructure in a statement announcing results, noting that its data center segment is now AMD's "primary driver" of revenue and earnings growth.
"We are seeing strong momentum as inferencing and agentic AI drive increasing demand for high-performance CPUs and accelerators," the CEO explained. "Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand."
Susquehanna analyst Christopher Rolland reiterated his Positive (Buy) rating and raised his 12-month target price for AMD from $375 to $450.
The analyst noted that management now sees a server CPU total addressable market "to be twice as large as previously anticipated (>$120B vs ~ $60B previously) amidst the rise of agentic AI." Rolland anticipates the introduction of AMD's MI450 next-generation AI accelerator in the second half of 2026.
As Rolland explains, customer engagement for MI450 has strengthened as forecasts from OpenAI and Meta Platforms (META) have exceeded management expectations.
"While management refused to provide specific guidance on DC GPU revenue," Rolland added, "we are estimating revenue here will grow to ~$17B in 2026 (vs ~$7B for 2025)." Over the longer term, AMD management "continues to believe that their AI business will reach 'tens of billions' of dollars of revenue in 2027."
Company |
Symbol |
Earnings estimate |
Adaptive Biotechnologies |
ADPT |
-$0.16 per share |
AGI |
AGBK |
1.20 |
Alphatec |
ATEC |
-0.02 |
Andersons |
ANDE |
0.70 |
Angi |
ANGI |
-0.40 |
Archrock |
AROC |
0.46 |
Arcus Biosciences |
RCUS |
-0.88 |
Arista Networks |
ANET |
0.81 |
Assurant |
AIZ |
5.29 |
Astera Labs |
ALAB |
0.54 |
AtriCure |
ATRC |
-0.06 |
BigBear.ai |
BBAI |
-0.08 |
BJ Restaurants |
BJRI |
0.59 |
BlackLine |
BL |
0.45 |
Bright Horizons |
BFAM |
0.80 |
BrightView |
BV |
0.10 |
Bumble |
BMBL |
0.28 |
Cabot |
CBT |
1.46 |
California Resources |
CRC |
0.82 |
Celanese |
CE |
0.88 |
Centrus Energy |
LEU |
0.45 |
Chemours |
CC |
-0.04 |
Chord Energy |
CHRD |
3.51 |
Comstock |
CRK |
0.22 |
Corteva |
CTVA |
1.17 |
Coty |
COTY |
-0.01 |
Coupang |
CPNG |
-0.09 |
Credit Acceptance |
CACC |
10.73 |
Cytokinetics |
CYTK |
-1.65 |
Dave |
DAVE |
2.65 |
DaVita |
DVA |
2.33 |
Dentsply Sirona |
XRAY |
0.28 |
Devon Energy |
DVN |
1.05 |
DHT |
DHT |
0.58 |
Douglas Emmett |
DEI |
0.36 |
Electronic Arts |
EA |
2.39 |
Emerson |
EMR |
1.53 |
Enact Holdings |
ACT |
1.19 |
EOG Resources |
EOG |
3.13 |
Everus |
ECG |
0.82 |
Exelixis |
EXEL |
0.77 |
Flywire |
FLYW |
0.04 |
Freshworks |
FRSH |
0.11 |
GXO Logistics |
GXO |
0.37 |
Healthpeak Properties |
DOC |
0.43 |
Hecla Mining |
HL |
0.26 |
Hercules Capital |
HTGC |
0.48 |
Hinge Health |
HNGE |
0.39 |
Huron Consulting |
HURN |
1.60 |
Intapp |
INTA |
0.28 |
Interparfums |
IPAR |
1.18 |
Intl Flavors |
IFF |
1.07 |
Jack Henry |
JKHY |
1.47 |
Jackson Financial |
JXN |
5.96 |
Jacobs Solutions |
J |
1.63 |
Jazz Pharma |
JAZZ |
4.71 |
Joby Aviation |
JOBY |
-0.21 |
Klaviyo |
KVYO |
0.20 |
Lemaitre Vascular |
LMAT |
0.66 |
Light & Wonder |
LNWO |
1.02 |
Limbach |
LMB |
0.21 |
Live Nation |
LYV |
-0.35 |
Logitech International |
LOGI |
1.10 |
Lucid Group |
LCID |
-2.35 |
Lumen Technologies |
LUMN |
-0.13 |
Lumentum |
LITE |
2.27 |
Manitowoc |
MTW |
0.04 |
Marqeta |
MQ |
-0.01 |
MasterBrand |
MBC |
-0.04 |
Match Group |
MTCH |
0.61 |
Mercury |
MRCY |
0.07 |
MNTN |
MNTN |
0.11 |
Mueller Water |
MWA |
0.37 |
Myriad Genetics |
MYGN |
-0.07 |
National Storage Affiliates |
NSA |
0.54 |
Navitas Semiconductor |
NVTS |
-0.05 |
Neurocrine Biosciences |
NBIX |
1.22 |
Occidental Petroleum |
OXY |
0.56 |
Onto Innovation |
ONTO |
1.42 |
Pan Am Silver |
PAAS |
1.06 |
Par Pacific |
PARR |
0.99 |
PennyMac |
PFSI |
2.45 |
Pitney Bowes |
PBI |
0.43 |
Primoris Services |
PRIM |
0.85 |
Prudential |
PRU |
3.11 |
Qorvo |
QRVO |
1.21 |
Qualys |
QLYS |
1.80 |
QuidelOrtho |
QDEL |
0.19 |
Rapid7 |
RPD |
0.30 |
Revolve Group |
RVLV |
0.19 |
Schrodinger |
SDGR |
-0.62 |
Select Water Solutions |
WTTR |
0.07 |
Sixth Street Specialty Lending |
TSLX |
0.49 |
Skyworks |
SWKS |
1.04 |
Solventum |
SOLV |
1.35 |
Strategy |
MSTR |
-20.29 |
Suncor Energy |
SU |
1.27 |
Super Micro Computer |
SMCI |
0.62 |
Supernus Pharmaceuticals |
SUPN |
0.30 |
Talos Energy |
TALO |
-0.17 |
Tempus AI |
TEM |
-0.20 |
Teradata |
TDC |
0.77 |
Ternium |
TX |
0.82 |
Titan America |
TTAM |
0.20 |
TransMedics Group |
TMDX |
0.60 |
Upstart |
UPST |
0.39 |
Veeco Instruments |
VECO |
0.19 |
Veracyte |
VCYT |
0.33 |
Versigent |
VGNT |
1.18 |
Voya Financial |
VOYA |
2.02 |
VSE |
VSEC |
0.91 |
Wolfspeed |
WOLF |
-3.78 |
Workiva |
WK |
0.65 |
Wednesday (5/6)
Company |
Symbol |
Earnings estimate |
Acushnet |
GOLF |
$1.40 per share |
Adient |
ADNT |
0.44 |
Amcor |
AMCR |
-0.34 |
Apollo Global Management |
APO |
1.90 |
ATS |
ATS |
0.32 |
BioCryst Pharmaceuticals |
BCRX |
0.04 |
Bio-Techne |
TECH |
0.53 |
Bloomin' Brands |
BLMN |
0.57 |
Brinks |
BCO |
1.59 |
Bruker |
BRKR |
0.23 |
CDW |
CDW |
2.28 |
Cencora |
COR |
4.82 |
Clean Harbors |
CLH |
1.15 |
Clear Secure |
YOU |
0.33 |
Criteo |
CRTO |
0.57 |
CVS Health |
CVS |
2.18 |
Deluxe |
DLX |
0.87 |
Dine Brands |
DIN |
1.00 |
Edgewell Personal Care |
EPC |
0.44 |
Elanco Animal Health |
ELAN |
0.35 |
Establishment Labs |
ESTA |
-0.36 |
Exelon |
EXC |
0.88 |
Flex |
FLEX |
0.87 |
Forgent Power Solutions |
FPS |
0.16 |
Freshpet |
FRPT |
0.08 |
Geo Group |
GEO |
0.19 |
Global Payments |
GPN |
2.81 |
HNI |
HNI |
0.29 |
InMode |
INMD |
0.30 |
Instacart |
CART |
0.57 |
Insulet |
PODD |
1.20 |
ITT |
ITT |
1.72 |
J&J Snack Foods |
JJSF |
0.37 |
Johnson Controls |
JCI |
1.28 |
Kennametal |
KMT |
0.67 |
Kraft Heinz |
KHC |
0.50 |
Kyndryl |
KD |
0.45 |
Lineage |
LINE |
0.69 |
Littelfuse |
LFUS |
2.84 |
LivaNova |
LIVN |
0.90 |
Louisiana-Pacific |
LPX |
0.14 |
Madrigal Pharmaceuticals |
MDGL |
-4.00 |
Marex Group |
MRX |
1.38 |
Marriott |
MAR |
2.56 |
Medline |
MDLN |
0.30 |
Millrose Properties |
MRP |
0.77 |
New York Times |
NYT |
0.47 |
NICE |
NICE |
2.52 |
NiSource |
NI |
1.05 |
NRG Energy |
NRG |
1.90 |
Oscar Health |
OSCR |
1.11 |
Owens Corning |
OC |
0.98 |
Performance Food Group |
PFGC |
0.78 |
Perrigo |
PRGO |
0.31 |
Restaurant Brands International |
QSR |
0.83 |
Reynolds Consumer Products |
REYN |
0.24 |
SharkNinja |
SN |
1.01 |
SolarEdge Technologies |
SEDG |
-0.27 |
Solstice Advance Materials |
SOLS |
0.61 |
Spire |
SR |
3.72 |
Steven Madden |
SHOO |
0.43 |
TIC Solutions |
TIC |
-0.06 |
Timken |
TKR |
1.50 |
Trimble |
TRMB |
0.72 |
Uber |
UBER |
0.69 |
UBS |
UBS |
0.78 |
United Therapeutics |
UTHR |
7.00 |
Utz Brands |
UTZ |
0.14 |
Walt Disney |
DIS |
1.49 |
XPEL |
XPEL |
0.36 |
Company |
Symbol |
Earnings estimate |
ACADIA Pharmaceuticals |
ACAD |
$0.05 per share |
ACV Auctions |
ACVA |
0.03 |
Albemarle |
ALB |
1.19 |
Alpha and Omega Semiconductor |
AOSL |
-0.36 |
American Homes 4 Rent |
AMH |
0.47 |
American States Water |
AWR |
0.77 |
Amplitude |
AMPL |
-0.01 |
APA |
APA |
1.11 |
AppLovin |
APP |
3.44 |
Arm Holdings |
ARM |
0.58 |
Array Technologies |
ARRY |
-0.05 |
Atmos Energy |
ATO |
3.41 |
Aura Minerals |
AUGO |
1.85 |
Axon |
AXON |
1.60 |
B2Gold |
BTG |
0.12 |
Barrett Business |
BBSI |
-0.26 |
BillionToOne |
BLLN |
0.03 |
BitGo Holdings |
BTGO |
-0.16 |
Black Hills |
BKH |
1.84 |
Blue Bird |
BLBD |
0.88 |
Blue Owl Technology Finance |
OTF |
0.31 |
Cactus |
WHD |
0.62 |
CF Industries |
CF |
2.62 |
Chesapeake Utilities |
CPK |
2.38 |
Chime |
CHYM |
0.03 |
Cirrus Logic |
CRUS |
1.76 |
Coeur Mining |
CDE |
0.36 |
Cognex |
CGNX |
0.25 |
Coherent |
COHR |
1.40 |
Compass Minerals |
CMP |
-0.05 |
CoreCivic |
CXW |
0.56 |
Crane NXT |
CXT |
0.57 |
Curtiss-Wright |
CW |
3.30 |
Digi International |
DGII |
0.58 |
DoorDash |
DASH |
0.36 |
DoubleVerify |
DV |
0.05 |
Dutch Bros |
BROS |
0.15 |
Encore Capital |
ECPG |
3.02 |
Envista |
NVST |
0.31 |
EPR Properties |
EPR |
1.25 |
Equinox Gold |
EQX |
0.26 |
Ethos Technologies |
LIFE |
-1.34 |
Eversource Energy |
ES |
1.62 |
EVERTEC |
EVTC |
0.92 |
Excelerate Energy |
EE |
0.38 |
Fastly |
FSLY |
0.08 |
Fidelity National |
FNF |
1.09 |
Fluence |
FLNC |
-0.17 |
Fortinet |
FTNT |
0.62 |
FS KKR Capital |
FSK |
0.44 |
Genco Shipping & Trading |
GNK |
0.10 |
Guardian Pharmacy Services |
GRDN |
0.24 |
H & R Block |
HRB |
5.77 |
Herbalife Nutrition |
HLF |
0.57 |
HighPeak Energy |
HPK |
-0.03 |
Horace Mann |
HMN |
1.13 |
Host Hotels |
HST |
0.62 |
Houlihan Lokey |
HLI |
1.79 |
Ibotta |
IBTA |
-0.30 |
Ingevity |
NGVT |
0.83 |
IonQ |
IONQ |
-0.48 |
Kemper |
KMPR |
0.79 |
Kinetik |
KNTK |
0.21 |
Kratos Defense and Security |
KTOS |
0.13 |
Kulicke & Soffa |
KLIC |
0.67 |
LandBridge |
LB |
0.55 |
LegalZoom.com |
LZ |
0.13 |
LifeMD |
LFMD |
-0.21 |
LTC Properties |
LTC |
0.68 |
Macerich |
MAC |
0.31 |
Magnite |
MGNI |
0.11 |
Matador Resources |
MTDR |
1.29 |
MetLife |
MET |
2.26 |
Miami International Holdings |
MIAX |
0.37 |
MKS |
MKSI |
2.04 |
Montrose Environmental Group |
MEG |
-0.26 |
Murphy Oil |
MUR |
0.33 |
NerdWallet |
NRDS |
0.28 |
Nutrien |
NTR |
0.52 |
Ormat Technologies |
ORA |
0.91 |
Pattern Group |
PTRN |
0.10 |
Paycom Software |
PAYC |
2.99 |
PayPay |
PAYP |
0.11 |
Primerica |
PRI |
5.49 |
PTC |
PTC |
2.10 |
Qiagen |
QGEN |
0.61 |
Radian Group |
RDN |
1.21 |
Rayonier |
RYN |
0.04 |
Realty Income |
O |
1.10 |
Regal Rexnord |
RRX |
2.11 |
Remitly Global |
RELY |
0.12 |
Root |
ROOT |
0.84 |
Royal Gold |
RGLD |
2.81 |
RxSight |
RXST |
-0.31 |
Sarepta Therapeutics |
SRPT |
0.98 |
Savers Value Village |
SVV |
0.02 |
Sezzle |
SEZL |
1.20 |
SiTime |
SITM |
1.16 |
Skyward Specialty Insurance Group |
SKWD |
1.12 |
SM Energy |
SM |
1.12 |
SmartStop Self Storage REIT |
SMA |
0.47 |
Snap |
SNAP |
-0.07 |
Sturm Ruger |
RGR |
0.34 |
Sun Life |
SLF |
1.38 |
Sunrun |
RUN |
-0.01 |
Symbotic |
SYM |
0.12 |
Tenaris |
TS |
1.94 |
TKO Group Holdings |
TKO |
1.14 |
Tronox |
TROX |
-0.45 |
Tutor Perini |
TPC |
0.63 |
U.S. Physical Therapy |
USPH |
0.52 |
UGI |
UGI |
2.01 |
Veradermics |
MANE |
-0.65 |
Verra Mobility |
VRRM |
0.24 |
Victory Capital |
VCTR |
1.61 |
Vir Biotechnology |
VIR |
-0.10 |
Warner Bros. Discovery |
WBD |
-0.11 |
Watts Water Technologies |
WTS |
2.69 |
Western Midstream |
WES |
0.74 |
Whirlpool |
WHR |
0.45 |
Zillow |
ZG |
0.46 |
Thursday (5/7)
Earnings spotlight: Canadian Natural Resources
Energy stocks all over the world, including U.S. supermajors Chevron (CVX), ConocoPhillips (COP) and Exxon Mobil (XOM), were outperforming even before the war in the Middle East started.
CVX was up 23.8% through February 27 vs a gain of 0.7% for the S&P 500. COP was only up 22.1%, but XOM added 27.6%. And Canadian Natural Resources (CNQ) topped them all, rising 29.3%.
From the start of the war through April 30, CVX is up 3.5%, and XOM is up 1.2%. But the S&P 500 is up 4.8%. COP, more of a "pure play" upstream outfit with little exposure to the war zone, has added 10.9%. CNQ, meanwhile, is up 9.0%.
Canadian Natural Resources lacks downstream exposure, too, and it has the added benefit of realizing premium prices for the bitumen-based synthetic crude oil (SCO) it produces from Canadian oil sands reserves.
Management will report first-quarter earnings before the opening bell on Thursday. The only "shock" here might be the light forecast: Wall Street expects EPS of $1.08 (-7.4% YoY) on revenue of $10.17 billion (-7.1% YoY).
As BMO Capital Markets analyst Randy Ollenberger noted in March, Canadian Natural Resources posted record production during the fourth quarter and raised its guidance for 2026.
And CNQ is a cash-generating machine: "Stronger operating performance and disciplined execution supported a revision to the company's FCF allocation framework, with CNQ now returning 75% of FCF to shareholders."
Ollenberger reiterated his Outperform rating and raised his 12-month target price for CNQ stock to $70 from $56. "We expect this outperformance to persist should crude prices remain elevated," he concluded.
Company |
Symbol |
Earnings estimate |
AAON |
AAON |
$0.29 per share |
ACI Worldwide |
ACIW |
0.29 |
ACM Research |
ACMR |
0.26 |
Allegro Microsystems |
ALGM |
0.16 |
Americold Realty Trust |
COLD |
0.28 |
Appian |
APPN |
0.18 |
Arrow Electronics |
ARW |
2.92 |
Aspen Aerogels |
ASPN |
-0.27 |
Avient |
AVNT |
0.81 |
Barrick Mining |
B |
0.80 |
BCE |
BCE |
0.42 |
Becton Dickinson |
BDX |
2.78 |
Bentley Systems |
BSY |
0.36 |
Canada Goose |
GOOS |
0.29 |
Canadian Natural Resources |
CNQ |
0.76 |
Carlyle Group |
CG |
0.94 |
Cars.com |
CARS |
0.46 |
Charles River |
CRL |
1.94 |
Cheniere Energy |
LNG |
4.25 |
Collegium Pharmaceutical |
COLL |
1.52 |
Core Natural Resources |
CNR |
0.26 |
Cushman & Wakefield |
CWK |
0.13 |
Datadog |
DDOG |
0.50 |
Enovis |
ENOV |
0.81 |
EPAM Systems |
EPAM |
2.75 |
ESAB |
ESAB |
1.34 |
Esperion Therapeutics |
ESPR |
-0.03 |
Essential Utilities |
WTRG |
0.91 |
Evergy |
EVRG |
0.61 |
Evolent Health |
EVH |
-0.05 |
First Advantage |
FA |
0.21 |
GATX |
GATX |
2.28 |
Genius Sports |
GENI |
-0.07 |
Gibraltar Industries |
ROCK |
0.63 |
Gogo |
GOGO |
0.04 |
Grainger |
GWW |
10.21 |
Gray Media |
GTN |
-0.28 |
Green Plains |
GPRE |
-0.02 |
Haemonetics |
HAE |
1.27 |
Harmony Biosciences |
HRMY |
0.71 |
Hertz Global |
HTZ |
-0.72 |
Howmet Aerospace |
HWM |
1.11 |
Insight Enterprises |
NSIT |
2.37 |
Insmed |
INSM |
-0.96 |
Installed Building Products |
IBP |
1.96 |
International Seaways |
INSW |
2.89 |
Kenvue |
KVUE |
0.26 |
Kimbell Royalty Partners |
KRP |
0.23 |
Kontoor Brands |
KTB |
1.13 |
Krispy Kreme |
DNUT |
-0.02 |
Lamar Advertising |
LAMR |
1.63 |
Lantheus Holdings |
LNTH |
1.23 |
Leggett & Platt |
LEG |
0.24 |
LifeStance Health Group |
LFST |
0.01 |
Ligand Pharma |
LGND |
1.82 |
Lincoln National |
LNC |
1.60 |
Loar Holdings |
LOAR |
0.16 |
MACOM Technology Solutions |
MTSI |
1.07 |
Marcus & Millichap |
MMI |
-0.07 |
MarketAxess |
MKTX |
2.15 |
MasterCraft |
MCFT |
0.36 |
MAXIMUS |
MMS |
2.04 |
McDonald's |
MCD |
2.75 |
MDU Resources |
MDU |
0.41 |
Millicom International Cellular |
TIGO |
1.36 |
N-able |
NABL |
0.09 |
NCR Voyix Corporation |
VYX |
0.06 |
NetScout Systems |
NTCT |
0.46 |
Nexstar |
NXST |
4.40 |
Nomad Foods |
NOMD |
0.18 |
Papa John's |
PZZA |
0.37 |
Payoneer |
PAYO |
0.04 |
Peloton |
PTON |
0.07 |
Planet Fitness |
PLNT |
0.63 |
Playtika |
PLTK |
0.08 |
Primo Brands |
PRMB |
0.24 |
Privia Health |
PRVA |
0.07 |
Radware |
RDWR |
0.27 |
RXO |
RXO |
-0.10 |
ScanSource |
SCSC |
0.92 |
Scholar Rock |
SRRK |
-0.80 |
Sempra Energy |
SRE |
1.51 |
Shake Shack |
SHAK |
0.12 |
Shift4 Payments |
FOUR |
0.97 |
Six Flags Entertainment |
FUN |
-2.92 |
Somnigroup International |
SGI |
0.58 |
Spectrum Brands |
SPB |
1.01 |
Stevanato Group |
STVN |
0.10 |
Stratasys |
SSYS |
-0.02 |
Tapestry |
TPR |
1.29 |
Tecnoglass |
TGLS |
0.72 |
Trex |
TREX |
0.51 |
TripAdvisor |
TRIP |
-0.07 |
Turning Point Brands |
TPB |
0.57 |
Unity Software |
U |
-0.22 |
US Foods |
USFD |
0.81 |
Valvoline |
VVV |
0.34 |
Vericel |
VCEL |
-0.15 |
Vertex |
VERX |
0.16 |
Viatris |
VTRS |
0.50 |
Vital Farms |
VITL |
0.09 |
Vontier |
VNT |
0.80 |
Walker & Dunlop |
WD |
0.06 |
Warby Parker |
WRBY |
0.10 |
Xometry |
XMTR |
0.09 |
XPLR Infrastructure LP |
XIFR |
-0.18 |
Zoetis |
ZTS |
1.60 |
Company |
Symbol |
Earnings estimate |
10x Genomics |
TXG |
-$0.28 per share |
Affirm |
AFRM |
0.17 |
Airbnb |
ABNB |
0.31 |
Akamai Technologies |
AKAM |
1.60 |
Alarm.com |
ALRM |
0.60 |
American Healthcare REIT |
AHR |
0.47 |
AMN Healthcare |
AMN |
1.62 |
Applied Optoelectronics |
AAOI |
-0.05 |
Arlo Technologies |
ARLO |
0.19 |
Arrowhead |
ARWR |
-1.17 |
Artivion |
AORT |
0.03 |
Assured Guaranty |
AGO |
1.51 |
Astrana Health |
ASTH |
0.30 |
AvePoint |
AVPT |
0.08 |
Axcelis Technologies |
ACLS |
0.71 |
Barings BDC |
BBDC |
0.25 |
Bill.com |
BILL |
0.55 |
Block |
XYZ |
0.68 |
CarGurus |
CARG |
0.57 |
Caris Life Sciences |
CAI |
-0.03 |
Clean Energy Fuels |
CLNE |
-0.03 |
Clearwater Analytics |
CWAN |
0.16 |
Clearway Energy |
CWEN |
-0.44 |
Cloudflare |
NET |
0.23 |
Coinbase Global |
COIN |
0.17 |
Con Edison |
ED |
2.28 |
Concentra |
CON |
0.34 |
CoreWeave |
CRWV |
-0.91 |
Corpay |
CPAY |
5.47 |
Corsair Gaming |
CRSR |
0.18 |
Covista |
CVSA |
1.72 |
Crinetics Pharmaceuticals |
CRNX |
-1.22 |
Diodes |
DIOD |
0.35 |
DraftKings |
DKNG |
0.02 |
Dropbox |
DBX |
0.70 |
DXC Technology |
DXC |
0.70 |
Esco Technologies |
ESE |
1.84 |
EverCommerce |
EVCM |
0.14 |
Expedia Group |
EXPE |
1.41 |
FIGS |
FIGS |
0.01 |
Fortune Brands Innovations |
FBIN |
0.52 |
Forward Air |
FWRD |
-0.39 |
Fox Factory Holding |
FOXF |
0.08 |
FTAI Infrastructure |
FIP |
-0.42 |
Gen Digital |
GEN |
0.65 |
Genpact |
G |
0.92 |
Gilead Sciences |
GILD |
1.91 |
Globus Medical |
GMED |
0.92 |
GoodRx |
GDRX |
0.07 |
Grindr |
GRND |
0.12 |
Guardant Health |
GH |
-0.81 |
Howard Hughes Holdings |
HHH |
1.16 |
HubSpot |
HUBS |
2.47 |
ICF International |
ICFI |
1.55 |
ICU Medical |
ICUI |
1.75 |
indie Semiconductor |
INDI |
-0.06 |
Innodata |
INOD |
0.08 |
Innospec |
IOSP |
1.01 |
IREN Limited |
IREN |
-0.22 |
JFrog |
FROG |
0.21 |
Lyft |
LYFT |
0.05 |
Malibu Boats |
MBUU |
0.30 |
McKesson |
MCK |
11.56 |
Mettler-Toledo |
MTD |
8.71 |
Microchip |
MCHP |
0.50 |
Motorola Solutions |
MSI |
3.24 |
MP Materials |
MP |
-0.03 |
News |
NWSA |
0.19 |
nLIGHT |
LASR |
0.08 |
NuScale Power |
SMR |
-0.13 |
Olin |
OLN |
-0.69 |
Omada Health |
OMDA |
-0.13 |
Once Upon a Farm |
OFRM |
-0.32 |
Open Text |
OTEX |
0.92 |
Opendoor Technologies |
OPEN |
-0.09 |
OUTFRONT Media |
OUT |
0.26 |
PAR Technology |
PAR |
0.06 |
Paylocity |
PCTY |
2.58 |
Pembina Pipeline |
PBA |
0.53 |
Perdoceo Education |
PRDO |
0.79 |
PicS |
PICS |
0.23 |
Post |
POST |
1.75 |
Power Integrations |
POWI |
0.23 |
Progyny |
PGNY |
0.26 |
PTC Therapeutics |
PTCT |
-0.47 |
QuinStreet |
QNST |
0.32 |
Red Cat Holdings |
RCAT |
-0.12 |
Reinsurance Group of America |
RGA |
6.01 |
Republic Services |
RSG |
1.64 |
RingCentral |
RNG |
1.17 |
Rocket Companies |
RKT |
0.12 |
Rocket Lab USA |
RKLB |
-0.07 |
Sony |
SONY |
0.14 |
SoundHound AI |
SOUN |
-0.10 |
StandardAero |
SARO |
0.26 |
Sweetgreen |
SG |
-0.22 |
Synaptics |
SYNA |
1.01 |
Tandem Diabetes Care |
TNDM |
-0.44 |
Texas Roadhouse |
TXRH |
1.81 |
The RealReal |
REAL |
-0.01 |
The Trade Desk |
TTD |
0.09 |
Toast |
TOST |
0.27 |
Upwork |
UPWK |
0.27 |
Warner Music Group |
WMG |
0.27 |
Wheaton Precious Metals |
WPM |
1.23 |
WhiteFiber |
WYFI |
-0.27 |
WillScot Mobile Mini |
WSC |
0.16 |
Wynn Resorts |
WYNN |
1.26 |
Xponential Fitness |
XPOF |
0.10 |
Yelp |
YELP |
0.26 |
Ziff Davis |
ZD |
0.88 |
Zymeworks |
ZYME |
-0.30 |
Friday (5/8)
Company |
Symbol |
Earnings estimate |
Algonquin Power & Utilities |
AQN |
$0.11 per share |
Alpha Metallurgical Resources |
AMR |
0.67 |
AMC Networks |
AMCX |
0.21 |
ANI Pharmaceuticals |
ANIP |
1.30 |
Calumet |
CLMT |
-0.33 |
Construction Partners |
ROAD |
-0.03 |
Dauch |
DCH |
-0.14 |
Enbridge |
ENB |
0.69 |
Essent Group |
ESNT |
1.69 |
Fidelity National Information Services |
FIS |
1.29 |
Fluor |
FLR |
0.62 |
Fortis |
FTS |
0.73 |
Interface |
TILE |
0.33 |
Koppers Holdings |
KOP |
0.44 |
Oshkosh |
OSK |
1.04 |
Plains All American |
PAA |
0.38 |
PPL |
PPL |
0.62 |
Starwood Property Trust |
STWD |
0.42 |
Sylvamo |
SLVM |
-0.27 |
Wendy's |
WEN |
0.10 |
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.
