Key Points
- Hewlett Packard Enterprise (HPE) kicks off the week on Monday, June 1, reporting fiscal Q2 2026 results; analysts forecast $0.54 EPS (+42% YoY) on ~$9.82B in revenue (+28.7% YoY), as the Juniper Networks integration continues to reshape its networking segment.
- Credo Technology Group (CRDO) also reports Monday after market close, wrapping up fiscal Q4 2026; management had guided $425–$435M in revenue and the consensus EPS stands at ~$1.03, building on a quarter of record triple-digit growth.
- Palo Alto Networks (PANW) reports fiscal Q3 2026 on Tuesday, June 2; the cybersecurity giant guided Q3 revenue of $2.94–$2.95B and consensus non-GAAP EPS is near $0.80, with Next-Generation Security ARR expected to approach the $7.9–$8.0B target range.
- Dollar General (DG) reports its fiscal Q1 2026 on Tuesday, June 2, with consensus EPS of $1.89–$1.90 and revenue near $10.4B, as the discount retailer navigates a challenging consumer environment while sustaining its store productivity initiatives.
- Broadcom (AVGO) headlines Wednesday, June 3 with fiscal Q2 2026 results; the semiconductor giant guided Q2 revenue to approximately $22B (+47% YoY), with AI chip revenue alone expected to reach $10.7B — a figure closely watched by the entire market.
- CrowdStrike (CRWD) reports fiscal Q1 2027 on Wednesday, June 3; analysts look for $1.36B in revenue and EPS of ~$1.06–$1.07, as the cybersecurity platform builds on strong ARR momentum.
- Medtronic (MDT) reports fiscal Q4 2026 on Wednesday, June 3 before the bell; consensus EPS is $1.54–$1.56 on ~$9.0–9.62B revenue, closing out a fiscal year during which it posted six percent organic growth.
- Veeva Systems (VEEV) reports fiscal Q1 2027 on Wednesday, June 3 after the close; analysts expect ~$2.13 EPS and ~$857.7M revenue, following a Q4 2026 beat that sent the stock higher.
- Ciena Corporation (CIEN), Samsara (IOT), Planet Labs (PL), and Rubrik (RBRK) all step up on Thursday, June 4, rounding out a dense week of technology and industrials reporting.
- ABM Industries (ABM) wraps the week on Friday, June 5, reporting fiscal Q2 2026 results with consensus EPS near $0.90; the facilities management firm is coming off a Q1 miss and will look to restore investor confidence.
Market Context: Why This Week Matters
The first week of June 2026 is one of the most information-dense earnings periods of the year, combining bellwether technology names with defensive consumer and healthcare reporters. With artificial intelligence infrastructure spending accelerating and cybersecurity consolidation reshaping enterprise budgets, the reports from Broadcom, Palo Alto Networks, CrowdStrike, and Credo carry outsized significance for the entire technology sector. Meanwhile, Dollar General and Medtronic offer a read on consumer resilience and healthcare capital allocation, providing a broader macro compass for investors navigating an uneven economic backdrop.
Critically, several companies this week — notably CrowdStrike, Veeva, Samsara, Rubrik, and Planet Labs — operate on non-calendar fiscal years and are not reporting Q1 2026 calendar results, but rather their own fiscal Q1 2027 (or fiscal Q4 2026) figures for the period ended April 30, 2026. Palo Alto Networks is reporting its fiscal Q3 2026. Investors should pay careful attention to these distinctions when drawing comparisons.
Monday, June 1 — Enterprise Tech & Semiconductor Connectivity
Hewlett Packard Enterprise (HPE) — Fiscal Q2 2026
Hewlett Packard Enterprise is one of the world's largest enterprise infrastructure providers, offering servers, networking equipment, hybrid cloud solutions, and storage systems. The stock has been on a historic run heading into this report — reaching an all-time closing high of $38.06 on May 26, 2026, amid its longest winning streak in recent history.
What to Expect: HPE is scheduled to report fiscal Q2 2026 results (quarter ended April 30, 2026) after the close on June 1. Analysts expect EPS of $0.54, a 42.1% increase year over year, on revenue of approximately $9.82 billion, implying 28.7% top-line growth. Company guidance brackets the revenue at $9.6–$10.0 billion, with non-GAAP EPS expected in the $0.51–$0.55 range.
What Investors Should Watch: The previous quarter (Q1 fiscal 2026) was impressive — HPE reported $9.3 billion in revenue (+18% YoY) and non-GAAP EPS of $0.65, exceeding estimates by 12%. The standout driver was the Networking segment, which surged 151.5% year over year to $2.7 billion following the completion of the Juniper Networks acquisition. That integration narrative will remain front and center: investors will scrutinize whether Juniper is delivering on cross-selling opportunities and whether margin pressure in the networking segment is stabilizing. Full-year fiscal 2026 EPS guidance has already been raised to $2.30–$2.50.
Analyst Sentiment: Morgan Stanley raised its price target on HPE to $33 from $25 in May 2026, maintaining an Equal-Weight rating. The stock's strong run above that target level signals the market is pricing in a meaningful beat.
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Credo Technology Group (CRDO) — Fiscal Q4 2026
Credo Technology is a fabless semiconductor company specializing in high-speed connectivity solutions — including Active Electrical Cables (AECs), retimers, and optical DSPs — designed for AI data center infrastructure. It has emerged as one of the most explosive growth stories in the semiconductor sector over the past year.
What to Expect: Credo reports fiscal Q4 2026 (quarter ended April 30, 2026) after the bell on June 1. The consensus EPS estimate stands at $1.03, with expected revenue of $431.8 million. Management itself guided Q4 revenue to $425–$435 million in the prior call.
What Investors Should Watch: Credo's trajectory has been nothing short of remarkable. In Q3 fiscal 2026 (ended January 31, 2026), the company posted revenue of $407 million, up 201.5% year over year and 51.9% sequentially, with non-GAAP EPS of $1.07 — a 20.22% beat versus consensus. Non-GAAP gross margin came in at 68.6%, and the company ended the quarter with $1.3 billion in cash. Three hyperscaler customers each accounted for more than 10% of quarterly revenue. The Q4 report will be critical in confirming whether growth momentum can be sustained as the company heads into fiscal year 2027. Management had signaled more than 200% year-over-year growth for the full fiscal 2026, and guidance for sequential mid-single-digit growth through year-end sets a measurable benchmark.
Analyst Sentiment: Analysts broadly rate CRDO a Buy, and the consensus remains constructive heading into the report, though the stock's lofty valuation means any guidance shortfall could trigger a sharp reaction.
Tuesday, June 2 — Cybersecurity & Discount Retail
Palo Alto Networks (PANW) — Fiscal Q3 2026
Palo Alto Networks is the global leader in enterprise cybersecurity, offering a comprehensive platform spanning cloud security, network security, and AI-powered threat intelligence. Its "platformization" strategy — convincing enterprise customers to consolidate multiple point solutions onto Palo Alto's unified platform — is the central investment thesis.
What to Expect: Palo Alto Networks reports fiscal Q3 2026 (ended April 30, 2026) after the close on June 2. The company itself guided Q3 revenue to $2.94–$2.95 billion and non-GAAP EPS to approximately $0.78–$0.80 per share. The Zacks consensus EPS estimate for fiscal full-year 2026 stands at $3.70, with 2027 at $3.98.
What Investors Should Watch: Fiscal Q2 2026 (reported in February) delivered revenue of $2.6 billion (+15% YoY) and non-GAAP EPS of $1.03, beating the $0.94 estimate by 9.6%. Next-Generation Security (NGS) ARR — the key platform metric — grew 29% year over year to $5.9 billion in fiscal Q1 and is expected to approach the guided $7.94–$7.96 billion range by fiscal year-end. The full fiscal 2026 revenue target has been raised to $11.28–$11.31 billion, representing 22–23% growth. A notable development heading into this report: the recent closing of the CyberArk acquisition, which management noted contributed to the timing shift in the earnings release date. Investors will want to understand the integration roadmap, any dilution headwinds, and whether the deal is already contributing to NGS ARR growth. Palo Alto added 110 new platform customers in recent periods, and sustaining that momentum will be a key narrative.
Analyst Sentiment: Consensus among covering analysts remains bullish. The stock's strong run in 2026 reflects confidence in the platformization story, though the Q2 post-earnings selloff of 5% — despite a beat — is a reminder that guidance matters more than backward-looking results.
Dollar General (DG) — Fiscal Q1 2026
Dollar General is one of America's largest discount retailers, with over 20,000 stores serving low-to-middle income consumers. The company has been in a multi-quarter operational reset, focused on improving in-store execution, inventory management, and shrink reduction under CEO Todd Vasos, who returned to the role in 2023.
What to Expect: Dollar General reports fiscal Q1 2026 (quarter ended May 1, 2026) before the bell on June 2. Wall Street's consensus EPS estimate stands at approximately $1.89–$1.90, with revenue expected around $10.4 billion.
What Investors Should Watch: The most recent quarter (Q4 fiscal 2025) showed meaningful recovery momentum — the company reported EPS of $1.93, a stunning 18.4% beat over the $1.63 estimate, with revenue of $10.91 billion, also above the $10.78 billion estimate (+5.9% YoY). Same-store sales trends, traffic patterns, and any commentary on the consumer health of DG's core shopper — particularly in the context of tariff-driven inflation on everyday goods — will be key focal points. Analysts at Truist Securities have a price target of $109 on DG, suggesting limited upside from current levels. At 25 analysts covering the stock with a consensus price target around $132, the divide in opinion reflects legitimate uncertainty about the pace of the turnaround.
Wednesday, June 3 — The Busiest Day: Chips, Cybersecurity, Healthcare & Life Sciences
Broadcom (AVGO) — Fiscal Q2 2026
Broadcom is a global semiconductor and infrastructure software powerhouse, serving hyperscale cloud providers, enterprise IT, and telecommunications carriers. Under CEO Hock Tan, it has aggressively transformed into a dual-engine business: high-performance custom AI chips and networking silicon on one side, and enterprise software (including the VMware platform) on the other.
What to Expect: Broadcom reports fiscal Q2 2026 (ended May 4, 2026) after the close on June 3. In Q1 2026 guidance, management set Q2 revenue at approximately $22.0 billion, implying a 47% year-over-year increase. Adjusted EBITDA is expected to remain at approximately 68% of revenue. Analysts' current consensus EPS estimate is $2.40, up significantly from Q1's $2.05. Management guided AI semiconductor revenue specifically to $10.7 billion in Q2 — up from $8.4 billion in Q1, which was itself a 106% year-over-year increase.
What Investors Should Watch: The $10.7 billion AI chip revenue figure is the single most-watched number in the entire week. In Q1 fiscal 2026, Broadcom's AI revenue surging 106% year over year validated CEO Hock Tan's bold claim of "a clear path to achieve AI revenue from chips alone exceeding $100 billion by 2027." For Q2, the key question is whether the AI revenue hits or exceeds the $10.7 billion bar — and what the Q3 AI revenue guidance implies for the full-year target. The VMware infrastructure software segment will also be scrutinized for cross-sell momentum. With 35 out of 42 covering analysts recommending Strong Buy and an average price target of approximately $469.94, the setup is bullish but richly valued.
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CrowdStrike (CRWD) — Fiscal Q1 2027
CrowdStrike is the leading cloud-native cybersecurity platform, anchored by the Falcon platform which unifies endpoint protection, cloud workload security, identity protection, and threat intelligence. After the high-profile July 2024 software outage, the company has largely moved past the incident and returned to strong growth.
What to Expect: CrowdStrike reports fiscal Q1 2027 (ended April 30, 2026) after the close on June 3. Management previously guided Q1 revenue to $1.360–$1.364 billion with adjusted EPS of $1.06–$1.07. Annual Recurring Revenue (ARR) will be a key forward-looking metric, having reached $5.25 billion at fiscal year-end 2026.
What Investors Should Watch: Fiscal Q4 2026 (ended January 31, 2026) delivered revenue of $1.31 billion (+23% YoY) and adjusted EPS of $1.12, both beating estimates. For the full fiscal year 2027, management guided revenue of $5.87–$5.93 billion and adjusted EPS of $4.78–$4.90 — above analyst consensus on revenue. The focus in Q1 fiscal 2027 will be on net new ARR addition, customer retention, and whether AI-enhanced security products — particularly Falcon Flex and AI Security Posture Management — are accelerating upsell within the installed base. CrowdStrike stock has reached unprecedented levels ahead of this report, meaning execution must match elevated expectations.
Medtronic (MDT) — Fiscal Q4 2026
Medtronic is the world's largest standalone medical device company, serving patients and healthcare systems across more than 150 countries in cardiac rhythm, surgical technologies, neuromodulation, spine, and diabetes care. The Dublin-headquartered company operates on an April fiscal year-end, making this report a full-year close.
What to Expect: Medtronic reports fiscal Q4 2026 (ended April 25, 2026) before the bell on June 3. Analysts' consensus non-GAAP EPS estimate is $1.54–$1.56, while expected revenue stands around $9.0–$9.62 billion. Company guidance for the full year points to approximately 5.5% organic revenue growth, with non-GAAP EPS of $5.50–$5.54 after a $157 million charge tied to MiniMed FDA clearance in Q4.
What Investors Should Watch: Fiscal Q3 2026 (reported February 2026) was a strong quarter — revenue reached $9.0 billion, growing 8.7% as reported and 6.0% organically, while non-GAAP EPS of $1.36 beat the $1.34 estimate. Surgical robotics (Hugo), cardiovascular therapies, and the neuroscience portfolio are the key growth drivers. Investors will be paying particular attention to the trajectory of Medtronic's cardiovascular and neuromodulation segments, as well as the MiniMed insulin pump business following the recent FDA clearance milestone. Full-year fiscal 2026 guidance implies the company has largely stabilized its trajectory after a period of underwhelming growth relative to peers like Abbott and Edwards Lifesciences.
Analyst Sentiment: The setup is cautiously constructive — analysts expect a YoY earnings decline at the EPS level partly due to the one-time charge, but organic top-line momentum remains a positive signal.
Veeva Systems (VEEV) — Fiscal Q1 2027
Veeva Systems is the leading cloud software provider for the global life sciences industry, offering its Vault platform for regulatory, clinical, quality, and commercial operations at pharmaceutical, biotech, and medical device companies worldwide. The company transitioned from Salesforce to its own CRM platform (Vault CRM) and is in the early innings of that migration across its customer base.
What to Expect: Veeva reports fiscal Q1 2027 (ended April 30, 2026) after the close on June 3. Analysts expect EPS of approximately $2.13 and revenue of $857.7 million.
What Investors Should Watch: Fiscal Q4 2026 (ended January 31, 2026) was a clean beat — Veeva reported adjusted EPS of $2.06 (+18.4% YoY) versus the $1.94 estimate, on revenue of $836 million (+16% YoY), exceeding the $810.9 million consensus by 3.4%. The company's earnings are expected to grow approximately 11.6% for the full year, from $6.45 to $7.20 per share. The primary narrative for Q1 fiscal 2027 will be the pace of Vault CRM adoption — investors want to see accelerating migration from legacy Salesforce-based Veeva CRM, which would validate a multi-year revenue upgrade cycle. Data cloud and Commercial Cloud expansion will also be closely monitored.
Thursday, June 4 — Optical Networking, IoT, Earth Data & Cyber Defense
Ciena Corporation (CIEN) — Fiscal Q2 2026
Ciena is the global leader in intelligent networking solutions, providing optical transport systems, routing software, and services to telecommunications carriers and cloud hyperscalers. The company has been a major beneficiary of surging data center interconnect demand driven by AI workloads.
What to Expect: Ciena reports fiscal Q2 2026 (ended April 30, 2026) before the market opens on June 4. Analysts expect adjusted EPS of approximately $1.41–$1.46 and sequential revenue growth building on Q1's exceptional performance.
What Investors Should Watch: Fiscal Q1 2026 (reported March 5) was a landmark quarter — revenue of $1.43 billion grew 33% year over year, while adjusted EPS of $1.35 was an extraordinary 111% year-over-year increase, beating the consensus estimate of $1.05 by 28.6%. Management guided fiscal Q2 revenue to approximately $1.5 billion (±$50M) and raised full-year fiscal 2026 revenue guidance to $5.9–$6.3 billion, implying approximately 28% growth at the midpoint. The consensus fiscal 2026 revenue forecast has been raised further to $6.11 billion. Given Ciena's guidance range is wider than typical, revenue execution and any commentary on hyperscaler purchase behavior will be closely watched. The stock has pulled back from post-Q1 highs, setting up a potentially significant catalyst.
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Samsara (IOT) — Fiscal Q1 2027
Samsara is the pioneer of the Connected Operations Platform, using IoT sensors, telematics, cameras, and AI analytics to help fleet operators, logistics companies, and industrial enterprises track vehicles, equipment, and facilities in real time. It addresses a large, underpenetrated market estimated at tens of billions of dollars.
What to Expect: Samsara reports fiscal Q1 2027 (ended May 2, 2026) after the close on June 4. Analysts expect EPS of $0.10 and revenue of approximately $455.2 million. Management's own guidance called for Q1 revenue of $454–$456 million.
What Investors Should Watch: Fiscal Q4 2026 (ended February 1, 2026) was a breakout quarter — revenue of $444.3 million beat estimates by ~5%, adjusted EPS of $0.18 topped the $0.07–$0.13 consensus range by over 38%, and total ARR reached $1.89 billion at quarter-end, with net new ARR of $144.8 million representing the strongest ARR growth in eight quarters. Management guided full fiscal 2027 revenue to $1.965–$1.975 billion (+~21% YoY) and non-GAAP EPS of $0.65–$0.69. The Q1 FY2027 results will test whether the Q4 ARR acceleration was durable. Watch for large-customer metrics — specifically the number of $1M+ contracts — and commentary on AI-enabled products like the AI Safety Coach and Asset Tag expansions. Wall Street has 15 Buy and 3 Outperform ratings versus 5 Holds, with a mean price target of approximately $44.
Planet Labs (PL) — Fiscal Q1 2027
Planet Labs PBC is a San Francisco-based public benefit corporation operating the world's largest commercial Earth-observation satellite constellation. Its Dove and SkySat satellites provide daily global imaging for agriculture, energy, government, defense, and environmental monitoring applications.
What to Expect: Planet Labs reports fiscal Q1 2027 (ended April 30, 2026) after the close on June 4. Analysts expect revenue of approximately $90 million and a loss per share of -$0.03 to -$0.06.
What Investors Should Watch: Fiscal year 2026 (ended January 31, 2026) was a transformational year for Planet: total annual revenue reached $307.7 million (+26% YoY), the Defense & Intelligence segment grew over 50% year over year, and the company achieved its first full fiscal year of Adjusted EBITDA profitability and positive free cash flow ($52.9 million). Q4 FY2026 alone delivered $86.8 million in revenue (+41% YoY), significantly beating the $77.8 million forecast. Planet's backlog surged 79% year over year to over $900 million, and remaining performance obligations (RPOs) doubled to $852 million. For Q1 fiscal 2027, investors will be watching for continued Defense & Intelligence momentum — the U.S. government contract pipeline is central to the growth thesis — as well as any update on commercial segment softness and the trajectory toward GAAP profitability. The stock has made a dramatic recovery in 2026, and the earnings cadence will test whether the narrative holds.
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Rubrik (RBRK) — Fiscal Q1 2027
Rubrik is a cybersecurity and data protection company focused on cyber resilience — its platform helps enterprises back up, recover, and protect data against ransomware and other cyber attacks. The company went public in April 2024 and has beaten estimates in every quarter since its IPO.
What to Expect: Rubrik reports fiscal Q1 2027 (ended April 30, 2026) after the close on June 4. The consensus EPS estimate is approximately -$0.11 (though Barchart consensus is near -$0.44), with revenue expectations varying widely; one estimate pegs Q1 revenue at approximately $455–$480M range based on fiscal 2027 annual guidance. Note that Rubrik has dramatically outperformed estimates in recent quarters, frequently by 30–50%.
What Investors Should Watch: Fiscal Q4 2026 (ended January 31, 2026) was nothing short of remarkable — Rubrik reported EPS of $0.04 against a consensus estimate of -$0.28, a 114% beat, with subscription revenue growing 50% year over year to $365 million. Subscription ARR reached $1.46 billion (+34% YoY) in Q4, building on Q1 fiscal 2026's $1.18 billion ARR (+38% YoY). Net Revenue Retention (NRR) remains above 120%, a hallmark of exceptional customer expansion. With 23 analysts covering the company and consensus expecting steady loss reduction toward breakeven, Rubrik's consistent overperformance relative to estimates makes this a high-conviction beat-or-miss setup. Watch for total ARR growth rate, any expansion in non-data protection workloads (identity, cloud), and fiscal year 2027 full-year guidance.
Friday, June 5 — Industrial Facilities Management
ABM Industries (ABM) — Fiscal Q2 2026
ABM Industries is one of the largest facility services companies in the United States and internationally, providing janitorial, engineering, parking, landscaping, and integrated facility solutions to commercial buildings, airports, healthcare systems, and industrial clients. Its services are largely recurring in nature, driven by multi-year contracts.
What to Expect: ABM reports fiscal Q2 2026 (quarter ended April 30, 2026) before the bell on June 5. The consensus EPS estimate stands at $0.90, with revenue expected around $2.25–$2.3 billion.
What Investors Should Watch: ABM had a mixed Q1 fiscal 2026 — EPS of $0.83 missed the $0.87 estimate by 4.6%, though revenue of $2.24 billion beat the consensus of $2.21 billion by $29 million (+6.1% YoY). With full-year EPS of $2.54 on a trailing basis and a P/E near 16x, ABM is attractively valued relative to the broader market. Investors will focus on margin recovery, specifically whether any cost headwinds from Q1 — which management attributed to segment mix — have abated. The company's exposure to aviation, healthcare campuses, and technology campuses makes it a useful gauge of end-market activity across multiple verticals. Three analysts maintain price targets ranging from $47 to $54, suggesting modest upside potential.
Sector Themes to Watch This Week
Artificial Intelligence Infrastructure
The reports from Broadcom, Credo Technology, and Hewlett Packard Enterprise collectively provide one of the clearest windows into the real-world state of AI infrastructure build-out. Broadcom's AI chip revenue guidance of $10.7 billion for Q2 and Credo's explosive data center connectivity growth are directly tied to hyperscaler capital expenditure decisions at Microsoft, Google, Amazon, and Meta. Any revision — upward or downward — will send ripples through the entire semiconductor supply chain.
Cybersecurity
Palo Alto Networks and CrowdStrike both report on June 2 and June 3, respectively, making this an unusual double-header for the cybersecurity sector. The two companies represent different architectures — Palo Alto's platform consolidation play versus CrowdStrike's cloud-native agent model — and comparisons between their ARR growth, customer expansion metrics, and AI-powered product adoption will be immediate fodder for sector analysis.
Healthcare & Medical Technology
Medtronic's fiscal year-end report on June 3 closes the books on a year in which the company posted its strongest organic revenue growth in recent memory. With MedTech sector peers already having reported strong Q1 calendar results, Medtronic's ability to sustain 5–6% organic growth — and provide credible fiscal year 2027 guidance — will determine whether the stock can close the valuation gap versus faster-growing peers.
Discount Retail & Consumer Health
Dollar General's report on June 2 is a critical read on lower-income consumer behavior. Management's commentary on comp-store traffic, average transaction size, and any tariff-related cost commentary will carry implications for the broader consumer staples and discount retail sectors.
Satellite & Space Intelligence
Planet Labs' fiscal Q1 2027 report on June 4 is an important data point for the commercial space and Earth observation sector. The company has transformed from a cash-burning hypergrowth story to a first-time positive-FCF business, and sustaining that trajectory against a growing backlog will be the central question.
Disclaimer
This article is for informational purposes only and does not constitute investment advice. All financial estimates and analyst projections referenced herein represent consensus expectations at the time of publication and are subject to change. Past earnings performance is not indicative of future results.
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