The week of March 16–20, 2026 is loaded with earnings reports spanning semiconductors, Chinese tech giants, retail, defense, logistics, and more. Twenty companies are set to report quarterly results, offering investors a critical read on consumer spending, AI-driven semiconductor demand, the health of China's economy, global trade dynamics, and the trajectory of enterprise software adoption. Here is everything investors need to know heading into one of the busiest weeks of the Q4 2025 earnings season.
Key Points
- Micron Technology (MU) headlines Wednesday with its fiscal Q2 2026 report, as analysts expect revenue to more than double year-over-year to ~$19.0 billion on surging AI and HBM demand; the stock carries a Strong Buy consensus with a median price target of $450.
- Alibaba (BABA) and PDD Holdings (PDD) report on Thursday, providing a dual read on China's e-commerce landscape amid softening domestic consumption and rising tariff-related headwinds for Temu.
- FedEx (FDX) reports fiscal Q3 after the close Thursday with analysts watching for progress on its DRIVE cost-savings program and updates on the planned June 1 spin-off of FedEx Freight.
- Lululemon (LULU) faces a pivotal Q4 report Tuesday after a nearly 19% year-to-date decline, with an ongoing CEO search and pressure from activist investor Elliott Management clouding the outlook.
- Accenture (ACN) reports Thursday as a key bellwether for enterprise IT spending and AI consulting demand, after posting $2.2 billion in Advanced AI new bookings last quarter.
- Dollar Tree (DLTR) kicks off Monday with its first full quarterly report as a standalone company following the Family Dollar divestiture, testing the "addition by subtraction" thesis.
- Carnival (CCL) reports Q1 2026 on Thursday, as the cruise operator targets a record $3.5 billion in full-year adjusted net income while investors weigh fuel cost and geopolitical risks.
- XPeng (XPEV) closes the week Friday with Q4 2025 results that could reveal whether the Chinese EV maker hit its long-anticipated quarterly profitability milestone despite missing its own delivery guidance.
Monday, March 16
Dollar Tree, Inc. (DLTR) — Q4 FY2026 | Before Market Open
Dollar Tree opens the week with a report that marks a watershed moment for the discount retailer. The company completed the divestiture of its chronically underperforming Family Dollar business in mid-2025 for roughly $1 billion — a fraction of the ~$9 billion it paid in 2015 — and now operates as a standalone brand for the first time in a decade. The move was widely cheered by analysts as "addition by subtraction," removing a persistent drag on margins and management focus.
For Q4 FY2026, Wall Street expects EPS of $2.53, representing a 19.9% increase year-over-year, on revenue of approximately $5.46 billion. Revenue comparisons are skewed dramatically lower — down roughly 33.8% year-over-year — due to the Family Dollar removal, so investors should focus on comparable store sales performance for the core Dollar Tree banner. The company has beaten earnings estimates in five of its last seven quarters with an average EPS surprise of 29.1%.
Key areas to watch include the multi-price point expansion strategy (beyond the traditional $1.25 price point), progress on new store openings (analysts project 66 new stores and an ending count near 9,304), and any tariff-related cost pressures impacting the low-income consumer. Management at its recent Investor Day laid out an ambitious target of 12–15% compounded annual EPS growth through 2028. The analyst consensus is Hold with 16 ratings, a median price target of $131, and a range spanning $70 to $160.
KE Holdings Inc. (BEKE) — Q4 2025 | Before Market Open
KE Holdings, China's dominant integrated online-and-offline housing services platform, reports Q4 and full-year 2025 results on Monday before the market opens. Analysts are expecting revenue of approximately $3.22 billion and EPS of $0.12 for the quarter.
The company has beaten earnings estimates in four of the last five quarters, though its recent results reflect a challenging environment. In Q3 2025, net income fell 36.1% year-over-year despite modest 2.1% revenue growth, and gross transaction value (GTV) was flat. Still, KE Holdings ended Q3 with a robust $55.7 billion cash position and has cumulatively repurchased $2.3 billion in shares.
A key catalyst heading into the print is KE Holdings' recent addition to the Hang Seng China Enterprises Index, which could boost institutional visibility and liquidity. Investors will be watching closely for signals of stabilization in China's housing market, transaction volume trends, profitability trajectory, and any updates on the home renovation and rental services segments, which accounted for a record 41% of Q2 2025 revenue.
Semtech Corporation (SMTC) — Q4 FY2026 | After Market Close
Semtech rounds out Monday with its fiscal fourth quarter report, building on a strong momentum year driven by demand for its connectivity and IoT semiconductor solutions. Analysts expect EPS of $0.37 and revenue of $273.08 million, reflecting an 8.8% year-over-year increase.
The company has delivered consistent upside, with its Q3 FY2026 EPS of $0.48 beating the $0.38 consensus by 26.3%. Management guided Q4 EPS in the $0.40–$0.46 range. The stock has surged from a 52-week low of $24.05 to roughly $85, fueled by strong demand for its data center connectivity products and LoRa IoT platform.
The analyst consensus is a resounding Strong Buy from 13 analysts, with 92.3% bullish ratings and a median price target of $88. Oppenheimer, Susquehanna, and Benchmark all recently raised their targets to $100 or above.
Tuesday, March 17
Elbit Systems Ltd. (ESLT) — Q4 2025 | Before Market Open
Israel-based defense contractor Elbit Systems reports Q4 and full-year 2025 results amid an unprecedented global defense spending cycle. The company achieved double-digit year-over-year growth in revenues, backlog, and EPS for seven consecutive quarters heading into Q4, and its order backlog reached a record $25.2 billion in Q3 — with 69% from international customers.
Analysts project Q4 EPS of $3.23, a 21.4% year-over-year increase, and revenue of $2.12 billion, up 9.9%. Elbit has beaten EPS estimates in each of the past four quarters, including a $0.60 beat in Q3 when it reported $3.35 non-GAAP EPS versus the $2.75 consensus.
The stock has been one of the market's biggest winners, more than doubling over the past year from a 52-week low of $355 to trade around $864. With only two analyst ratings — a Buy from BofA Securities (target $540) and a Neutral from JP Morgan (target $580) — the stock currently trades well above both targets, suggesting the market has priced in substantial momentum. Key areas to watch include new contract announcements, updates on the company's largest-ever $2.3 billion international contract, and commentary on European defense spending acceleration.
Tencent Music Entertainment Group (TME) — Q4 2025 | Before Market Open
China's leading music streaming platform reports Q4 and full-year 2025 results, with analysts expecting EPS of $0.23 and revenue of approximately $1.19 billion. The company has shown a mixed earnings track record, beating in four of the last eight quarters.
TME's growth story has centered on expanding its paying subscriber base and boosting average revenue per paying user (ARPPU). In Q4 2024, paying users reached 121 million (up 13.4% year-over-year), subscription revenue hit $552 million (+18%), and net profit surged 47.3%. Throughout 2025, the company continued this momentum with sequential revenue and net profit growth each quarter.
All three covering analysts rate the stock a Buy, with an average price target of $26 — implying substantial upside from the current ~$14 level. Investors will focus on subscriber growth trends, SVIP monetization progress, the impact of AI-driven personalization on engagement, and any updates on the $1 billion share repurchase program.
lululemon athletica inc. (LULU) — Q4 FY2026 | After Market Close
Lululemon enters its Q4 report at a pivotal crossroads. The stock has fallen roughly 19% year-to-date to trade near $158, hitting fresh 52-week lows, amid a challenging product transition year, an ongoing CEO search, and public pressure from founder Chip Wilson.
For Q4, analysts expect EPS of $4.74 (down 22.8% year-over-year) and revenue of approximately $3.60 billion, roughly flat versus last year. The company updated its guidance in January, signaling Q4 revenue and EPS toward the high end of its guided ranges of $3.50–$3.585 billion and $4.66–$4.76, respectively. Lululemon has beaten EPS estimates in each of the past four quarters, including a notable 16.7% beat in Q3 on EPS of $2.59 versus $2.22.
The most critical metric will be U.S. comparable store sales, where analysts project a year-over-year decline of approximately 5.6%. Investors will also scrutinize early traction from new product initiatives like the ShowZero sweat-concealing fabric, progress on the CEO search, and fiscal 2027 guidance — which UBS projects at $11.95–$12.15 EPS, meaningfully below the Street consensus of ~$12.57. The consensus rating is Hold with only 2 of 17 analysts at Buy and a median price target of $200.
DocuSign, Inc. (DOCU) — Q4 FY2026 | After Market Close
DocuSign reports its fiscal fourth quarter after a year of navigating the evolving landscape of AI-powered agreement management. Analysts expect EPS of $0.95 (up 10.5% year-over-year) and revenue of $828.2 million (up 6.7%).
The company has beaten revenue estimates for 14 consecutive quarters, and Q3 saw a notable top- and bottom-line beat with revenue of $818 million and non-GAAP EPS of $1.01 versus the $0.92 estimate. Key metrics to watch include total customers (estimated at 1.82 million), enterprise and commercial customers (~280,440), and non-GAAP billings forecast at ~$998 million.
The bigger question for DocuSign remains its strategic pivot to the Intelligent Agreement Management (IAM) platform and how effectively it's defending against AI disruption in the e-signature space. The consensus rating is Hold with 14 analysts, a median target of $75, and a wide range from $45 to $124 — reflecting deep disagreement about the stock's trajectory. Jefferies recently downgraded to Hold with a $45 target, while JMP Securities maintains Market Outperform at $124.
Oklo Inc. (OKLO) — Q4 FY2025 | After Market Close
Oklo, the advanced nuclear energy startup co-founded with backing from Sam Altman, reports full-year 2025 results on Tuesday. As a pre-revenue company, the focus is entirely on operational milestones rather than financial metrics. Analysts expect an EPS loss of -$0.18 for Q4.
In Q3, Oklo reported an operating loss of $36.3 million with no revenue, as spending roughly tripled year-over-year to fund reactor development and licensing. However, the company ended Q3 with approximately $1 billion in cash and marketable securities, providing substantial runway.
Key catalysts for the call include updates on Aurora microreactor construction at Idaho National Laboratory, progress with the Nuclear Regulatory Commission, DOE fuel pilot programs, and the fuel recycling facility planned for Oak Ridge, Tennessee. The analyst consensus is Strong Buy from five analysts with a median target of $127, though the stock's extreme volatility (52-week range of $17–$194) underscores the speculative nature of this pre-revenue play.
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Wednesday, March 18
Micron Technology, Inc. (MU) — Fiscal Q2 2026 | After Market Close
Micron is the marquee earnings event of the week and arguably the most significant semiconductor report of the quarter. The memory chip maker reports its fiscal second quarter, with analysts expecting EPS of approximately $8.50–$8.69 and revenue of ~$19.0 billion — representing more than 132% year-over-year revenue growth.
The company's own guidance calls for EPS in the $8.22–$8.62 range and revenue of approximately $18.70 billion, with non-GAAP gross margins expected to reach ~68%, up dramatically from 37.9% a year earlier. In Q1 FY2026, Micron delivered a strong beat with EPS of $4.61 (versus $3.91 consensus) and revenue of $13.64 billion, representing 56.7% year-over-year growth.
The primary investment narrative centers on high-bandwidth memory (HBM) for AI workloads. Micron's HBM4 supply is reportedly fully sold out for 2026 through multi-year contracts with hyperscalers, and multiple Wall Street firms have raised price targets aggressively ahead of the print: Wolfe Research to $500, Wells Fargo to $470, and Citi to $430. The consensus is an overwhelming Strong Buy with 95.5% bullish ratings from 22 analysts and a median target of $450.
Investors will watch for gross margin expansion, HBM revenue contribution, DRAM pricing trends, and any signals on the pace of AI-related capital expenditure from hyperscale customers. Micron shares have surged nearly 580% from their 52-week low of $61.54.
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Jabil Inc. (JBL) — Fiscal Q2 2026 | Before Market Open
Electronics manufacturing services giant Jabil reports its fiscal second quarter, with analysts expecting EPS of $2.49–$2.50 and revenue of $7.75 billion. The company has beaten estimates in seven consecutive quarters, though Q1 FY2026 saw a rare EPS miss ($2.30 versus $2.72 consensus) even as revenue of $8.31 billion beat by 3.4%.
Jabil's growth engine is AI infrastructure: the company projects a 35% increase in AI-related revenue to $12.1 billion in fiscal 2026 and has committed $500 million to expand AI data center manufacturing capacity. Management guided Q2 EPS of $2.27–$2.67 and reiterated full-year targets of $11.55 EPS and ~$31.3 billion in revenue.
The consensus is Strong Buy from four analysts, with JP Morgan's recent $300 price target leading the pack. Investors will focus on AI demand trends from hyperscaler customers, the integration of the recently completed Hanley acquisition, and the ramp of manufacturing operations in Mexico.
General Mills, Inc. (GIS) — Fiscal Q3 2026 | Before Market Open
General Mills provides a window into the packaged food sector, reporting its fiscal third quarter amid a period of persistent volume pressure. Analysts expect EPS of approximately $0.75–$0.79 and revenue of $4.44–$4.53 billion, reflecting an estimated 21% year-over-year decline in EPS and 7–8% decline in revenue.
Despite the challenging top line, the company has beaten EPS estimates in each of the past four quarters, including a $0.08 beat in Q2 on $1.10 EPS versus $1.02 expected. However, analyst sentiment has turned notably cautious: Wells Fargo recently downgraded to Underweight with a $35 price target, citing earnings risk and elevated leverage, while UBS cut its Q3 EPS estimate to $0.76.
The stock trades at a notably low P/E of 8.67 with a dividend yield near 6.5%, reflecting the market's skepticism about near-term growth. The consensus rating is Hold with 11 analysts, a median target of $47, and a range of $35 to $53. Investors will focus on organic net sales trends, the trajectory of management's guided 10–15% decline in adjusted operating profit for FY2026, and any updated commentary on cost-cutting and portfolio optimization initiatives.
Williams-Sonoma, Inc. (WSM) — Q4 FY2025 | Before Market Open
Williams-Sonoma reports its fourth quarter and fiscal year 2025 results, capping what has been a solid year for the premium home furnishings retailer. Analysts expect Q4 EPS of $2.89 and revenue of $2.41 billion.
The company delivered an encouraging Q3 with comparable store sales accelerating to +4.0% — positive across all brands (Williams-Sonoma, Pottery Barn, West Elm, Pottery Barn Kids/Teen, and Rejuvenation) — and an operating margin of 17.0%. Williams-Sonoma has consistently beaten estimates, and its operational discipline has been a standout in the specialty retail space.
The consensus rating is Buy from 11 analysts, with a median price target of $208 and a range of $185 to $245. Investors will watch for comp trends in the holiday-critical Q4, e-commerce momentum, gross margin performance, and any commentary on the consumer spending outlook for 2026 amid a mixed housing market backdrop. Insider selling (CEO Laura Alber recently sold 35,000 shares at ~$207) is worth noting but is not unusual for the company.
SailPoint, Inc. (SAIL) — Q4 FY2026 | Before Market Open
Identity security specialist SailPoint reports its fiscal fourth quarter following a February 2025 IPO and a year of rapid growth. Analysts expect revenue of approximately $293 million (up 22% year-over-year) and non-GAAP EPS of $0.08.
SailPoint's growth metrics are compelling: annual recurring revenue (ARR) reached $1.04 billion in Q3 (up 28% year-over-year), with SaaS ARR growing 39%. The company has beaten estimates in four of five quarters as a public company. Management guided Q4 revenue of $292 million with an adjusted operating margin of 20.2%.
The stock, trading around $15 (well below its $24.95 52-week high), has been caught in the broader tech selloff, but analysts remain constructive. The consensus is Buy from 10 analysts with a median price target of $23, and Wells Fargo recently initiated coverage at Overweight, citing SailPoint's strong positioning in AI-driven identity governance. The emerging narrative around machine identity and Agentic Identity Security could nearly double the company's total addressable market.
Thursday, March 19
Alibaba Group Holding Limited (BABA) — Fiscal Q3 2026 | Before Market Open
Alibaba's report is a marquee event for investors tracking China's tech ecosystem. The e-commerce and cloud giant is expected to report fiscal Q3 2026 results with analysts projecting EPS of approximately $1.68–$1.91 and revenue of ~$42.0 billion, an 8% year-over-year increase.
The investment thesis is increasingly bifurcated. On the bull side, Alibaba Cloud delivered 34.5% revenue growth in Q2 with AI-related products maintaining triple-digit growth, and the company's Qwen AI chatbot is becoming deeply integrated with core platforms like Taobao, Alipay, and Amap. On the bear side, domestic e-commerce growth remains modest, operating margins have compressed due to heavy AI spending, and long-term debt has risen.
Critically, all 10 covering analysts rate the stock a Strong Buy with an average price target of $197.80, implying roughly 46% upside from current levels around $135. Jefferies has a $225 target, and JP Morgan has a $230 target. The report will be closely scrutinized for cloud revenue momentum, the AI spending/margin trade-off, core e-commerce health, and capital allocation updates.
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PDD Holdings Inc. (PDD) — Q4 2025 | Before Market Open
PDD Holdings, the parent of China's Pinduoduo and international marketplace Temu, reports Q4 results amid a complex backdrop of decelerating growth and intensified competition. Analysts expect EPS of $3.41 and revenue of approximately $17.57 billion.
In Q3, PDD beat on earnings ($2.77 versus $2.21 consensus) but revenue of $15.21 billion fell short of the $17.57 billion estimate, highlighting the pace of the growth slowdown. Management has warned that "revenue growth has continued to decelerate, reflecting the ongoing changes in the competitive environment and external uncertainties," and cautioned that profit levels may not be sustainable as the company invests heavily in merchant support.
The key variable is Temu, which has been pivoting to a semi-managed model with local inventory in destination markets to mitigate tariff risks following the end of the de minimis exemption for small imports from China. The consensus is Buy from five analysts with a median target of $160 and a range of $120 to $170.
Accenture plc (ACN) — Fiscal Q2 2026 | Before Market Open
Accenture serves as the definitive bellwether for enterprise IT spending and consulting demand. The professional services giant reports fiscal Q2 results with analysts expecting EPS of $2.87 and revenue of $17.80 billion.
Coming off a strong Q1 that saw $20.9 billion in new bookings (up 12% year-over-year), including $2.2 billion in Advanced AI bookings, and revenue of $18.74 billion (up 6%), the momentum thesis remains intact. Management guided Q2 revenue of $17.35–$18.00 billion and confirmed full-year FY2026 EPS guidance of $13.52–$13.90, with local currency revenue growth of 2–5%.
The consensus is Strong Buy from 17 analysts (76.5% bullish), with a median target of $290 — well above the current ~$197 share price. However, the stock has fallen nearly 40% from its 52-week high of $327, partly reflecting broader concerns about IT spending in a tariff-uncertain macro environment. Investors will focus on new bookings trends, AI demand commentary, and any updates to the full-year outlook.
FedEx Corporation (FDX) — Fiscal Q3 2026 | After Market Close
FedEx's report is arguably the most important logistics-sector event of the quarter, serving as a barometer for global trade flows and domestic economic activity. Analysts expect EPS of $4.10–$4.12 and revenue of approximately $23.48 billion.
The company delivered a standout Q2 with adjusted EPS of $4.82 (versus $4.07 consensus), revenue of $23.47 billion (up 6.8%), and improving adjusted operating margin of 6.9%. The structural bull case rests on the DRIVE cost-savings program and Network 2.0 transformation, which has already delivered 10% pickup-and-delivery cost reductions in optimized U.S. markets and is on track to unlock $1 billion in savings by end of calendar 2026.
Perhaps the most significant near-term event is the planned spin-off of FedEx Freight, targeted for June 1, 2026 under ticker FDXF, which could reset the investment thesis entirely. The company's February Investor Day set an ambitious target of $6 billion in annual free cash flow by 2029 and a 14% adjusted operating income CAGR. The consensus is Buy (10 of 16 bullish) with a median target of $381.50.
Carnival Corporation & plc (CCL) — Q1 FY2026 | Before Market Open
Carnival reports its fiscal first quarter with the cruise industry riding strong demand but facing margin pressure from fuel costs and geopolitical uncertainty. Management previously guided Q1 adjusted EPS of approximately $0.17, with analysts at $0.18, and full-year 2026 adjusted net income of $3.5 billion — surpassing 2025's record levels.
The company's Q4 2025 was impressive, beating EPS by $0.09 ($0.34 versus $0.25 consensus) and reporting record full-year net yields in constant currency, with adjusted net income up more than 60% year-over-year. Approximately two-thirds of 2026 sailings are already booked at historically high prices.
However, headwinds are mounting. Goldman Sachs recently trimmed its price target from $34 to $30 on fuel cost concerns, and the stock has pulled back from its $34 52-week high to around $24. The consensus remains Strong Buy from 19 analysts (78.9% bullish) with a median target of $37, suggesting significant upside if demand trends hold. Investors will focus on booking trends, net yield guidance, fuel cost exposure, debt reduction progress, and any commentary on the impact of geopolitical tensions on itineraries.
Planet Labs PBC (PL) — Q4 FY2026 | After Market Close
Planet Labs, the satellite imagery and geospatial data company, reports its fiscal fourth quarter with analysts expecting revenue of $78.2 million and an EPS loss of -$0.04.
The company has been on a remarkable trajectory, with Q3 revenue of $81.25 million surging 32.6% year-over-year (crushing the $72 million estimate) and reaching its first-ever quarter of positive adjusted EBITDA in fiscal 2025. The stock has soared nearly 800% from its 52-week low of $2.79 to around $25, driven by major defense contract wins, including selection as a prime contractor under the Missile Defense Agency's SHIELD vehicle with a program ceiling of up to $151 billion and a 240 million euro NATO satellite services deal.
The consensus is Strong Buy from eight analysts (87.5% bullish) with a median target of $22 — actually below the current price, suggesting the stock has outrun near-term estimates. Investors will look for backlog conversion progress, updates on defense revenue contribution, and whether the company reaffirms or raises its FY2026 revenue guidance of $265–$280 million. The stock's average post-earnings move is a dramatic 35.7%, so position sizing is critical.
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Friday, March 20
XPeng Inc. (XPEV) — Q4 2025 | Before Market Open
XPeng closes out the week with one of the most closely watched earnings reports among Chinese EV makers. The central question: did XPeng achieve its first-ever quarter of profitability? CEO He Xiaopeng had assigned a "99.999% probability" to the target, and the company's Q3 non-GAAP net loss of just 150 million yuan (RMB) put it tantalizingly close to breakeven.
However, Q4 deliveries of 116,249 units fell short of the company's own guidance range of 125,000–132,000, raising execution questions. Management guided Q4 revenue of RMB 21.5–23.0 billion (33.5–42.8% year-over-year growth), but this fell notably below the analyst consensus of ~RMB 26 billion, reflecting intensifying price competition in China's crowded EV market.
Despite the near-term challenges, XPeng's full-year 2025 deliveries reached 429,445 vehicles (up ~126% year-over-year), and the company is targeting 550,000–600,000 units for 2026. Analysts will closely watch gross margin sustainability, progress on the VLA 2.0 autonomous driving system, the Volkswagen technology partnership, and international expansion plans. The average analyst price target of $25.78 implies roughly 49% upside from current levels.
Earnings-at-a-Glance
|
Date |
Company |
Ticker |
Reporting Period |
Expected EPS |
Expected Revenue |
Analyst Rating |
|---|---|---|---|---|---|---|
|
Mon 3/16 |
Dollar Tree |
Q4 FY2026 |
$2.53 |
$5.46B |
Hold | |
|
Mon 3/16 |
KE Holdings |
Q4 2025 |
$0.12 |
$3.22B |
— | |
|
Mon 3/16 |
Semtech |
Q4 FY2026 |
$0.37 |
$273M |
Strong Buy | |
|
Tue 3/17 |
Elbit Systems |
Q4 2025 |
$3.23 |
$2.12B |
Buy | |
|
Tue 3/17 |
Tencent Music |
Q4 2025 |
$0.23 |
$1.19B |
Strong Buy | |
|
Tue 3/17 |
lululemon |
Q4 FY2026 |
$4.74 |
$3.60B |
Hold | |
|
Tue 3/17 |
DocuSign |
Q4 FY2026 |
$0.95 |
$828M |
Hold | |
|
Tue 3/17 |
Oklo |
Q4 FY2025 |
-$0.18 |
— |
Strong Buy | |
|
Wed 3/18 |
Micron Technology |
Q2 FY2026 |
$8.50 |
$19.0B |
Strong Buy | |
|
Wed 3/18 |
Jabil |
Q2 FY2026 |
$2.50 |
$7.75B |
Strong Buy | |
|
Wed 3/18 |
General Mills |
Q3 FY2026 |
$0.79 |
$4.44B |
Hold | |
|
Wed 3/18 |
Williams-Sonoma |
Q4 FY2025 |
$2.89 |
$2.41B |
Buy | |
|
Wed 3/18 |
SailPoint |
Q4 FY2026 |
$0.08 |
$293M |
Buy | |
|
Thu 3/19 |
Alibaba |
Q3 FY2026 |
$1.91 |
~$42.0B |
Strong Buy | |
|
Thu 3/19 |
PDD Holdings |
Q4 2025 |
$3.41 |
$17.57B |
Buy | |
|
Thu 3/19 |
Accenture |
Q2 FY2026 |
$2.87 |
$17.80B |
Strong Buy | |
|
Thu 3/19 |
FedEx |
Q3 FY2026 |
$4.12 |
$23.48B |
Buy | |
|
Thu 3/19 |
Carnival |
Q1 FY2026 |
$0.18 |
$6.12B |
Strong Buy | |
|
Thu 3/19 |
Planet Labs |
Q4 FY2026 |
-$0.04 |
$78.2M |
Strong Buy | |
|
Fri 3/20 |
XPeng |
Q4 2025 |
~$0.00 |
$3.10B |
Strong Buy |
Sector Themes to Watch
AI and Semiconductors: The Demand Cycle Intensifies
Micron (MU), Jabil (JBL), and Semtech (SMTC) collectively offer a comprehensive read on the AI infrastructure buildout. Micron's 132%+ revenue growth reflects the insatiable demand for HBM and DRAM in AI data centers, while Jabil's projected $12.1 billion in AI-related revenue underscores the manufacturing scale required to support the expansion. Semtech's connectivity products serve as the plumbing connecting these systems together. Any commentary from these companies about order pipeline sustainability, capacity constraints, or customer capex plans will reverberate across the semiconductor sector.
China's Complex Recovery
Five companies — Alibaba (BABA), PDD (PDD), KE Holdings (BEKE), Tencent Music (TME), and XPeng (XPEV) — provide a broad cross-section of China's economic health spanning e-commerce, real estate, entertainment, and EV manufacturing. Domestic consumption remains mixed, the property sector is stabilizing but not yet rebounding strongly, and U.S.-China tariff tensions continue to create uncertainty for cross-border businesses like Temu. The collective earnings tone will be critical for gauging whether China's stimulus measures are gaining traction.
Enterprise Software: Growth vs. Valuation
Accenture (ACN), DocuSign (DOCU), and SailPoint (SAIL) represent different facets of enterprise technology adoption. Accenture's AI bookings trend will signal whether enterprise AI spending is accelerating or moderating. DocuSign's IAM platform evolution tests whether legacy SaaS companies can reinvent themselves in the AI era. SailPoint's 28% ARR growth showcases the rapid expansion of identity security as a category — particularly as agentic AI and machine identities create new security surface areas.
Consumer Health Check
Dollar Tree (DLTR), lululemon (LULU), Williams-Sonoma (WSM), General Mills (GIS), and Carnival (CCL) span the consumer spending spectrum from value-conscious discount shoppers to premium home furnishings buyers and vacationers. Dollar Tree's performance will signal the health of the low-income consumer post-Family Dollar. Williams-Sonoma's housing-sensitive brands test affluent consumer resilience. Carnival's record booking levels suggest travel demand remains robust, but rising fuel costs and macro uncertainty could temper the outlook.
Defense and Space: Structural Tailwinds
Elbit Systems (ESLT) and Planet Labs (PL) ride the global defense spending acceleration. Elbit's $25.2 billion backlog reflects Europe's rearming cycle and sustained Middle East demand, while Planet Labs' major defense contract wins (including the MDA SHIELD vehicle worth up to $151 billion in total program ceiling) mark a potential transformation from a niche satellite imagery provider to a significant defense contractor.
This earnings preview is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence before making investment decisions.
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