Consensus expects Q1 2026 revenue of $9.88 billion, a 33% increase year-over-year, driven by data center strength. Non-GAAP EPS (earnings per share) forecast at $1.28, reflecting robust profitability amid AI demand.

Analysts consensus points to Q1 2026 revenue of approximately $1.15 billion and adjusted EPS of $0.97. Company's full-year 2026 guidance calls for 5% to 8% gross transaction value (GTV) growth, driven by market share gains.

Analysts expect Q1 2026 EPS of $0.92 to $0.93, a modest 1-2% increase year-over-year from $0.91 in Q1 2025. Consensus revenue estimate around $830 million, implying over 20% growth from the prior-year quarter.

Analysts expect Q2 fiscal 2026 revenue of $13.61 billion, up 4.1% year-over-year. Consensus EPS estimate stands at $0.78 per share, reflecting a decline from $0.92 in the prior-year quarter.

Analysts expect Q3 fiscal 2026 revenue of approximately $1.19 billion, a 36% increase year-over-year from $872 million in the prior-year quarter. Consensus EPS estimate stands at $3.58, up 42% from $2.52 reported last year, aligning closely with company guidance of $3.45–$3.60.

Analysts forecast Q1 2026 revenue of $1.49 billion, up 2.8-3% year-over-year (YoY) from $1.446 billion in Q1 2025. Consensus non-GAAP earnings per share (EPS) stands at $0.61, a 10.9% YoY increase.

Analysts forecast Q1 2026 EPS of $3.75, a 22% decline from $4.83 in Q1 2025. Revenue consensus stands at $3.93 billion, down slightly from $4.05 billion last year.

Analysts forecast Q1 2026 adjusted EPS of $0.64, up from $0.60 a year ago. Consensus revenue estimate stands at approximately $3.3 billion, reflecting about 9% year-over-year growth.

Analysts expect Q1 2026 revenue of $3.00 billion, up 8% from $2.77 billion in the year-ago quarter. Consensus earnings per share (EPS) estimate stands at $4.31, reflecting steady profitability from the cystic fibrosis (CF) portfolio.

Analysts expect Q1 2026 revenue of $1.54 billion, reflecting approximately 74% year-over-year growth. Consensus earnings per share (EPS) forecast stands at $0.28, up over 115% from the prior year.

SLB stock rose approximately +15% over the past 30 days, driven primarily by better-than-expected Q1 2026 earnings and positive integration from the ChampionX acquisition. Over the past quarter, shares gained around +14%, reflecting recovery from mid-March lows amid Middle East disruptions, bolstered by sector resilience and revenue growth.

DoorDash stock rose +13% over the past 30 days amid anticipation for Q1 earnings and positive growth signals from expanding partnerships. Over the past quarter, shares declined -13%, pressured by a Q4 earnings miss and broader sector volatility.

Quanta Services (PWR) stock surged +32% over the last 30 days, primarily fueled by a strong Q1 2026 earnings beat and raised full-year guidance. Over the past quarter, shares climbed +52%, supported by record backlog levels and robust demand for infrastructure services.

Blackstone Inc. (BX) stock rose +11% over the last 30 days, driven by a Q1 earnings beat, record assets under management (AUM), and strong inflows.

Altria Group (MO) stock rose approximately +13% over the past 30 days, driven primarily by a strong Q1 2026 earnings beat that propelled shares sharply higher at month-end. Over the past quarter, shares gained around +16%, reflecting recovery from earlier lows amid consistent operational performance and a shift toward smokefree products.

PANW stock rose approximately +11% over the past 30 days, driven by recovery in cybersecurity sentiment and strong enterprise wins. Over the past quarter, shares gained +3% amid volatility, reflecting a post-earnings dip followed by steady rebound.

Revolution Medicines (RVMD) stock surged +41% over the past 30 days, primarily driven by positive topline results from a pancreatic cancer trial announced mid-period. The stock experienced high volatility with a sharp spike followed by consolidation, reflecting investor enthusiasm for clinical progress.

TEAM stock surged +30% over the last 30 days, driven primarily by a strong Q3 fiscal 2026 earnings beat with revenue growth accelerating to 31.6% year-over-year. The stock experienced high volatility, hitting multi-month lows before a sharp post-earnings rally.

GFL Environmental stock declined approximately -14% over the past 30 days, driven primarily by investor concerns over a large stock-funded acquisition announcement and a subsequent analyst downgrade. The stock fell about -10% over the past quarter amid volatile trading, including sharp drops following earnings releases despite beats.

CRDO stock surged +82% over the past 30 days, driven by the April acquisition of DustPhotonics and strong AI infrastructure demand. Over the past quarter, shares rose +54%, recovering from February dips amid robust Q3 fiscal 2026 earnings beats and hyperscaler growth.