Eighteen companies spanning shipping, enterprise hardware, cybersecurity, semiconductors, cloud software, healthcare devices, EVs and retail report earnings this week, giving investors a broad read on AI infrastructure spending, enterprise security budgets, and consumer demand heading into the fall.
Dell Technologies (DELL) reports fiscal second-quarter 2027 results after the close on September 1, with consensus calling for EPS near $4.91–$4.92 on revenue of roughly $44.5–$44.9 billion, representing over 100% EPS growth and roughly 50% revenue growth year-over-year. Dell's (DELL) own guidance points to about $15.5 billion in AI server revenue and roughly 75% growth in its Infrastructure Solutions Group, with a record $51.3 billion AI backlog reported ahead of the print, though supply constraints in memory, CPUs and drives remain a watch item. The prior quarter beat sharply, with EPS of $4.86 versus a $2.94 estimate, so the bar is elevated; investors will focus on whether AI server margins hold up and whether the backlog continues to build faster than shipments.
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Hewlett Packard Enterprise (HPE) reports fiscal third-quarter 2026 results after market close on September 2, with analysts forecasting non-GAAP EPS of $0.93 on revenue near $11.93 billion, sitting within management's own guided range of $0.88–$0.93 EPS and $11.5–$12.1 billion in revenue. Full-year FY2026 guidance calls for $3.35–$3.45 non-GAAP EPS and at least $3.5 billion in free cash flow, which will serve as the key reference point for judging second-half momentum. Sibling PC maker HP Inc. (HPQ) already posted a strong beat on August 26, raising its own full-year outlook, a potentially encouraging signal for enterprise IT demand ahead of HPE's (HPE) report.
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NetApp (NTAP) is scheduled to report fiscal first-quarter 2027 results on September 2 after the close, with the Zacks consensus estimate at $2.12 EPS (implying 36.8% year-over-year growth) on net sales of about $1.84 billion, an 18.2% increase from the prior year. Management's own guidance calls for $2.05–$2.15 EPS and $1.75–$1.90 billion in revenue, with non-GAAP gross margin guided at 69.1%–70.1%. NetApp (NTAP) carries a positive Earnings ESP of +3.77% heading into the print, and the storage vendor's ability to convert AI-driven flash and cloud demand into accelerating growth is the central catalyst for investors.
Palo Alto Networks (PANW) reports fiscal fourth-quarter 2026 results after market close on September 1, with consensus at $0.977 EPS and $3.35 billion in revenue, squarely within the company's own $0.960–$0.980 EPS guidance. Implied sequential revenue growth of roughly 11.7% would extend a streak in which the company has beaten EPS estimates in each of the last several quarters, most recently by $0.09 in the prior period. Full-year FY2026 EPS guidance sits at $3.770–$3.790, and with consensus tightly clustered around management's range, investors will be watching platformization metrics and next-generation security ARR for signs of durable growth beyond the headline beat.
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Zscaler (ZS) reports fiscal fourth-quarter and full-year 2026 results after the close on September 3, with consensus EPS of $1.09 on revenue of about $877 million, near the top of management's own $875–$878 million guidance range. Full-year guidance points to revenue of roughly $3.33 billion and non-GAAP EPS of $4.10–$4.11, and Zscaler (ZS) has cleared its own revenue guidance every quarter recently, making a beat close to the base case for investors. The stock carries a "Moderate Buy" consensus rating from 41 covering analysts, and the key swing factor will be annual recurring revenue growth as Zero Trust and AI-security adoption scale.
Credo Technology (CRDO) reports fiscal first-quarter 2027 results after market close on September 1, with consensus at $1.17 EPS on revenue near $472 million, following a prior quarter in which EPS of $1.16 crushed a $1.02 estimate on 157% revenue growth. Management had guided Q1 revenue to $465–$475 million, implying 108%–113% year-over-year growth, driven by high-speed optical and connectivity demand tied to AI data-center buildouts. Credo (CRDO) carries a "Moderate Buy" rating with an average price target of $268.39, and the stock has already rallied nearly 9% in a single session ahead of the print as investors position for another AI-infrastructure beat.
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Broadcom (AVGO) reports fiscal third-quarter 2026 results on September 2 after market close, with consensus calling for $3.16–$3.24 EPS on revenue of approximately $29.4 billion, which would roughly double last year's $1.69 EPS and $15.95 billion in revenue. AI semiconductor revenue alone is projected to reach $16 billion, more than tripling year-over-year and accounting for over half of total expected revenue, while infrastructure software revenue tied to VMware Cloud Foundation is projected near $8.9 billion, up about 31%. Trading at roughly 59x earnings with an average price target of $511, Broadcom's (AVGO) print is arguably the week's single most important AI-capex barometer for the broader market.
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MongoDB (MDB) reports fiscal second-quarter 2027 results after the close on September 1, with consensus at $1.62 adjusted EPS and $735.1 million in revenue, above the company's own $1.58–$1.61 EPS guidance. Management had guided Q2 revenue to $729–$734 million (23%–24% year-over-year growth) and full-year FY2027 revenue to $2.92–$2.96 billion, representing 19%–20% growth, after raising its outlook last quarter. MongoDB (MDB) has beaten EPS estimates in each of the last several quarters by wide margins, so Atlas consumption trends and non-GAAP operating margin expansion will be the metrics investors scrutinize most closely.
Snowflake (SNOW) reports fiscal second-quarter 2027 results after the close on September 2, with consensus at $0.4468 EPS on revenue of $1.4827 billion, versus management's product-revenue guide of $1.415–$1.420 billion (30% year-over-year growth) and a 12.5% non-GAAP operating margin target. Snowflake (SNOW) management has characterized a 3% beat over guidance as "very solid," setting a relatively modest bar after a prior quarter that grew nearly 34%. The stock holds a "Moderate Buy" consensus with an average target of $324.84, and investors will focus on product revenue deceleration versus AI-driven consumption offsets.
DocuSign (DOCU) reports fiscal second-quarter 2027 results after the close on September 3, with consensus at $1.08 EPS on revenue of approximately $867.2 million, following a prior quarter where adjusted EPS of $1.09 beat a $0.99 estimate on 8.7% revenue growth. DocuSign (DOCU) carries a "Hold" consensus rating with an average price target of $60.27, and the print will be watched for subscription billings growth and traction in its newer Intelligent Agreement Management platform as the company seeks to reaccelerate growth beyond its legacy e-signature business.
Guidewire (GWRE) reports fiscal fourth-quarter and full-year 2026 results after the close on September 3, with consensus at $0.93 EPS on revenue of about $402.6 million. The insurance-software vendor has beaten consensus EPS in 6 of its last 7 quarters, including a Q3 print of $0.82 EPS versus $0.74 expected on 27% revenue growth, and full-year guidance points to total revenue of $1.46–$1.47 billion, implying roughly 22% growth. Cloud subscription revenue and net new annual recurring revenue additions from its InsuranceSuite platform will be the primary metrics investors track for signs of continued cloud migration momentum.
UiPath (PATH) reports fiscal second-quarter 2027 results after the close on September 3, with consensus around $0.15 adjusted EPS, roughly flat year-over-year, on revenue of about $397.6–$397.8 million, representing roughly 10% growth. Management's own guidance calls for $395–$400 million in revenue, annual recurring revenue (ARR) of $1.929–$1.934 billion, and non-GAAP operating income near $75 million, following a first-quarter print that grew revenue 17.3% year-over-year. With full-year FY2027 revenue guided to $1.776–$1.781 billion, investors will focus on ARR growth and enterprise agentic-automation adoption as key indicators of whether UiPath (PATH) can sustain double-digit growth.
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Medtronic (MDT) reports fiscal first-quarter 2027 results before the market open on September 1, with the Zacks consensus estimate at $1.39 EPS (10.3% year-over-year growth) and revenue of $9.47–$9.55 billion, implying roughly 10.4% growth. Full-year FY2027 guidance calls for organic revenue growth of 6.75%–7.25% and non-GAAP EPS of $5.90–$6.00, with an estimated $250 million tariff headwind for the year, $75 million of which falls in Q1. The prior quarter beat expectations with EPS of $1.55 versus a $1.54 consensus, and Medtronic (MDT) currently carries a "Moderate Buy" consensus rating with a $98.83 average price target, making growth across its Cardiovascular, Neuroscience and Diabetes segments the key items to watch.
NIO (NIO) reports unaudited second-quarter 2026 results before the U.S. market open on September 1, with consensus projecting a loss of $0.07 per share on revenue of approximately $4.89 billion. The company delivered 107,658 vehicles in Q2, up 49.4% year-over-year but below its own guidance range of 110,000–115,000 units, missing the low end by about 2,342 units, which raises questions about demand and production execution heading into the print. Wall Street consensus remains a "Buy" with an average price target of $6.90, and investors will focus on gross margin trends across NIO's multi-brand ONVO and FIREFLY lineup as the company pursues an ambitious full-year delivery target of 456,000–489,000 vehicles.
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Lululemon (LULU) reports second-quarter fiscal 2026 results after the close on September 3, and this is the week's most bearish setup: consensus EPS of $1.79 represents a roughly 42.3% year-over-year decline, with revenue guided to $2.45–$2.475 billion, a 2%–3% drop from the prior year. Management has already lowered full-year EPS guidance from $12.10–$12.30 to $10.95–$11.15, with some analysts anticipating a further cut toward $9.70–$9.90, citing weak China and U.S. sales alongside tariff-driven margin pressure. Operating margin is guided to contract roughly 910 basis points to 11.6%, so investors will watch closely for signs of stabilization in North American traffic and whether international growth, particularly China, can offset ongoing home-market softness.
Ciena (CIEN) reports fiscal third-quarter 2026 results before market open on September 3, with consensus at $1.72 EPS on revenue of about $1.63 billion, versus a company guidance midpoint of $1.625 billion. Rosenblatt's more bullish house view calls for $1.90 EPS on $1.70 billion in revenue and expects Ciena (CIEN) to raise full-year FY2026 revenue guidance to roughly $6.45 billion, implying mid-30% growth versus 32% currently guided. The prior quarter beat expectations meaningfully, with EPS of $1.64 versus a $1.46 estimate on 39.5% revenue growth, and Ciena (CIEN) holds a "Moderate Buy" consensus with an average target of $527.78, making optical-networking demand tied to AI data-center buildouts the central theme.
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Copart (CPRT) reports fiscal fourth-quarter 2026 results after the close on September 3, with consensus at $0.38 EPS on revenue of approximately $1.14 billion. The salvage-vehicle auction operator's beat/miss pattern has been mixed recently, missing in one of the last four quarters before rebounding, and Barclays issued a "Sell" rating shortly ahead of the print, adding a note of caution to an otherwise steady operating history. Investors will focus on unit volume growth and international expansion as indicators of whether Copart (CPRT) can sustain its historically premium valuation multiple.
Taken together, this week's slate offers a comprehensive cross-section of the current economic narrative: AI infrastructure spending remains robust across hardware and semiconductor names, cybersecurity budgets appear resilient even as growth normalizes, and consumer discretionary softness is concentrated in apparel retail. Investors should watch guidance commentary as closely as the headline beat-or-miss numbers, since forward outlooks — particularly around AI capex durability and consumer spending trends — are likely to drive the sharper post-earnings stock reactions this week.
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