Market Analysis
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Broadcom (AVGO) Q3 FY2026 Earnings Recap: Beat Estimates, Then Fell 6% on Soft Guidance
Broadcom reported fiscal Q3 2026 results on Wednesday, September 2, after the market closed, and beat on both headline numbers: revenue of $29.6 billion versus a $29.4 billion consensus, and non-GAAP EPS of $3.32 versus roughly $3.24 expected. The stock still fell about 6% the next session, to roughly $346, because Q4 FY2026 revenue guidance…
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DocuSign (DOCU) Q2 FY2027 Earnings: What the Options Market Is Pricing Into the September 3 Print
DocuSign reports Q2 fiscal 2027 results Thursday, September 3, after the closing bell, and the number to watch is not whether the company beats. DocuSign has beaten both revenue and earnings estimates in each of its last several quarters and still watched the stock fall afterward, most recently dropping about 7.2% in the weeks following…
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NVIDIA Q2 FY2027 Earnings Recap: NVDA’s $96B Beat, the Reversal Rally, and What the Pre-Earnings Setup Got Right
NVIDIA beat Q2 FY2027 estimates with $96.22B revenue and reversed from an early dip to close up 8.7%. See how results compared to the pre-earnings setup.
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Okta Q2 FY2027 Earnings: What OKTA’s Options Market Expects From a 9% Growth Print
Okta reports Q2 FY2027 earnings today. How options traders price the move, why 9% growth is a deceleration story, and a hypothetical strategy framework.
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NVIDIA Q2 FY2027 Earnings Setup: NVDA Options Expected Move and Pre-Earnings IV Analysis
NVDA reports Wednesday, August 26. Here’s what the options market is pricing for the move, how NVDA’s actual earnings moves have compared to implied historically, and hypothetical strategy framing, not a forecast.
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Intuit (INTU) Q4 FY2026 Earnings Options Setup: Pricing the AI Agent Pivot Into the Print
Intuit reports Q4 FY2026 earnings Aug. 25. Here’s how to read the 5.2% implied move, TurboTax’s seasonal quirk, and the AI agent bet driving guidance.
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XPeng (XPEV) Q2 2026 Pre-Earnings Options Setup: Pricing China EV Delivery Growth and the Robotaxi Pivot Into the Print
XPeng reports Q2 2026 results Monday, August 24. The 103,295-unit delivery beat is already public; here’s what the options market is actually pricing for the print.
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PDD Holdings (PDD) Q2 2026 Earnings Recap: EPS Beat, Revenue Missed, and the Stock Rose Anyway
PDD’s Q2 2026 revenue rose 8% to RMB112.4 billion, missing estimates, while adjusted EPS beat forecasts and net income fell 12%. Here is what moved the stock.
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Deere (DE) Q3 FY2026 Earnings: What the Options Market Is Pricing Into Thursday’s Print
Deere reports fiscal Q3 2026 results Thursday morning before the opening bell, and this is not a one-sided beat-or-miss setup. The company is absorbing roughly $1.2 billion in direct tariff costs this fiscal year while its two core businesses are pulling in opposite directions: large agricultural equipment demand is still shrinking, but construction equipment is…
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Alibaba (BABA) Fiscal Q1 2027 Pre-Earnings Options Setup: Pricing China E-Commerce and Cloud Growth Into the Print
Alibaba reports fiscal Q1 2027 results Thursday, August 20, 2026, before the market opens, with a 7:30 AM ET call. The number that should shape how you size any options trade around this print isn’t the revenue estimate. It’s this: BABA has missed the Zacks consensus EPS estimate in every one of its last four…