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๐ EARNINGS WEEK | NOV 2โ6
Wall Street faces another packed earnings week, with Apple, AMD, Palantir, Shopify, Uber, Qualcomm and MercadoLibre among the biggest names reporting.
AI spending, cloud growth, consumer demand and forward guidance will be key themes to watch.
From mega-cap tech to retail favorites, our 2-slide calendar covers the most anticipated reports before the open and after the close.
Here's what's coming next week. ๐
$AAPL $AMD $PLTR $SHOP $UBER $MELI $QCOM $ARM $APP $DDOG $NET $ABNB $CRCL $IONQ $SOUN $OKLO $ROKU $DUOL $CAVA $AFRM
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๐ WALL STREET OPENS MIXED
๐ข Dow Jones: +0.6%
๐ด S&P 500: -0.2%
๐ด Nasdaq: -0.7%
Yesterday's massive post-election rally is losing momentum as tech stocks come under pressure.
Investors weigh earnings, AI concerns and Friday's jobs report.
Peloton, $PTON, Q1-27.
Cash flow doubles, but subscribers keep shrinking.
๐ข Revenue: $559.2M | Beat $554.6M est.
๐ข GAAP EPS: $0.19 | vs. $0.03 YoY
๐ฐ Free Cash Flow: $143.4M | +113% YoY
๐ Paid Fitness Subs: 2.475M | -9% YoY
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Mariano Pardo | Elite Pro Popular Investor | Long-term portfolio
Shift4, $FOUR, Q3-26.
An EPS beat, but full-year guidance takes a hit.
๐ข Revenue: $1.319B | +12% YoY
๐ข Adj. EPS: $1.49 | vs. $1.37 est.
๐ป FY26 EPS guide: $5.05โ$5.15 (prior $5.15โ$5.35)
๐ฐ Adj. FCF: $200M | quarterly record
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Mariano Pardo | Elite Pro Popular Investor | Long-term portfolio
Keel Infrastructure, $KEEL, Q3-26.
The AI pivot advances, but signed leases remain the missing piece.
๐ข Revenue: $27.6M | Beat $18.7M est.
โช GAAP EPS: -$0.10
๐๏ธ Moses Lake: Construction underway; HPC revenue expected in 2027
๐ต Cash: ~$780M
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Mariano Pardo | Elite Pro Popular Investor | Long-term portfolio
Unity, $U, Q3-26.
First GAAP profit since IPO as its ad business accelerates.
๐ข Revenue: $622.1M vs. $565.5M est.
๐ข Adj. EPS: $0.44 vs. $0.34 est.
๐ Unity Vector: +126% YoY
๐ฐ GAAP net income: $121.6M
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ConocoPhillips, $COP, Q3-26.
Higher oil prices lifted earnings despite weaker production.
๐ข Revenue: $20.06B | Est. $18.38B
๐ข Adj. EPS: $3.27 | Est. $3.06
๐ข๏ธ Realized price: +32% YoY
๐ฐ Quarterly dividend: $0.93 | +11%
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Mariano Pardo | Elite Pro Popular Investor | Long-term portfolio
Zoetis, $ZTS, Q3-26.
Earnings beat expectations, but U.S. pet demand remains weak.
๐ข Revenue: $2.39B vs. $2.30B est.
๐ข Adj. EPS: $1.75 vs. $1.51 est.
๐พ U.S. companion animal: -8% YoY
๐ FY26 adj. EPS guidance raised to $6.25โ$6.35
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Mariano Pardo | Elite Pro Popular Investor | Long-term portfolio
Eos Energy Enterprises, $EOSE, Q3-26.
Record sales, but 83% came from related parties.
๐ข Revenue: $82.7M vs. $81.6M est.
๐ฐ Adj. EBITDA: -$63.8M
๐ญ Related-party sales: $68.4M
๐ Gross margin: -53% (+58 pts YoY)
Kimberly-Clark, $KMB, Q3-26.
EPS topped estimates, but China weighed on sales.
๐ด Revenue: $4.13B vs. $4.15B est.
๐ข Adj. EPS: $1.70 vs. $1.66 est.
๐ Organic sales: -1.3%
๐ International Personal Care: -4.6% organic sales
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Mariano Pardo | Elite Pro Popular Investor | Long-term portfolio
The Cigna Group, $CI, Q3-26.
Strong beat and higher guidance, but pharmacy benefit profits remain under pressure.
๐ข Revenue: $73.68B vs. $72.64B est.
๐ข Adj. EPS: $7.98 vs. $7.52 est.
๐ FY26 EPS outlook: โฅ$30.60, raised $0.15
๐ป PBM operating profit: -22% YoY
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Mariano Pardo | Elite Pro Popular Investor | Long-term portfolio



































