Q3 2026 Earnings Preview: November 9-13, 2026 | CSCO, AMAT, TTWO, CRWV, KKR, CEG, NU, OXY

Key Points

• A stress test for the AI trade. Cisco (CSCO), Applied Materials (AMAT), CoreWeave (CRWV), Nebius (NBIS) and Cerebras (CBRS) report days after the post-midterm sell-off. On Nov. 5 the S&P 500 lost 4.36% and the Nasdaq Composite fell 5.52%.
• Cisco and Applied Materials headline Thursday. Consensus calls for $1.33 in EPS on $18.11 billion of revenue at Cisco and $4.06 in EPS on $10.30 billion at Applied Materials. Both companies report after the close on Nov. 12.
• Take-Two (TTWO) reports 10 days before GTA VI. Consensus is $0.90 in EPS on $1.64 billion of revenue. Investors care more about pre-order commentary and the $8.0-8.2 billion full-year net bookings guide than about this quarter.
• Energy reports with Brent near $100. The U.S.-Iran conflict keeps crude volatile. Occidental (OXY), Petrobras (PBR), Venture Global (VG) and Constellation Energy (CEG) cover oil, LNG and nuclear power.
• Gold names report after a sharp pullback. Barrick Mining (B) and Franco-Nevada (FNV) report with gold near $4,050/oz, about 23% below January's record.
• A busy week for financials. KKR (KKR), Brookfield (BN) and Nu Holdings (NU) report in the U.S. Japan's three megabanks, MUFG (MUFG), SMFG (SMFG) and Mizuho (MFG), release first-half results on Friday, Nov. 13, after the Bank of Japan raised its policy rate to 1.25%.
• Healthcare catalysts. Alcon (ALC), Ascendis Pharma (ASND), Twist Bioscience (TWST) and Kodiak Sciences (KOD) round out the week.
• Calendar caveats. Bending Spoons (BSP) has moved its Q3 report to Nov. 20. KB Financial (KB) already reported Q3 on Oct. 29. Ascendis reports Thursday morning, not Wednesday.

Market Backdrop: Elections, Oil and the AI Trade

This week's earnings arrive in one of the most volatile markets of 2026. Democrats swept both chambers of Congress and several governor races in the Nov. 3 midterms, including Texas. Investors quickly began pricing in the risk of tighter AI regulation, tougher antitrust enforcement and local pushback against power-hungry data centers. The S&P 500 fell 4.36% on Nov. 5 to 7,353.73, about 6% below its 52-week high. The Nasdaq Composite dropped 5.52% and is down almost 12% over the past month. The hardest-hit stocks were chips, chip equipment, AI cloud providers and power producers tied to data-center demand.

The macro picture is complicated too. The Federal Reserve, led by Chair Kevin Warsh, held its benchmark rate at 3.75%-4.00% in late October. Two policymakers dissented in favor of a rate hike, a sign that inflation worries have not gone away. The U.S.-Iran war, now in its ninth month, has kept Brent crude swinging between about $70 and $120 a barrel. Brent currently trades near $97-100, more than 50% above its level a year ago. Gold trades near $4,050 an ounce, well below its January record above $5,300. Treasury yields have fallen to eight-week lows, which supports valuations for rate-sensitive sectors.

So for many companies this week, guidance will matter more than results for a quarter that ended on Sept. 30. Investors want to know whether AI capex, data-center construction and power contracts are actually slowing, or whether the market has priced in a slowdown that has not yet shown up in company numbers.

Earnings Calendar at a Glance

 

Note: Consensus figures are mean analyst estimates, mostly on an adjusted basis, and may change before release. Petrobras, CGI and the Japanese banks report in local currency; the figures shown are U.S.-dollar equivalents unless marked otherwise. Ascendis figures are in euros. Brookfield's estimate is distributable earnings (DE) per share.

Technology and AI Infrastructure

Cisco Systems (CSCO) — Thursday, Nov. 12, after the close

Cisco is the largest company reporting this week. It reports its fiscal first quarter of 2027, the three months ending in late October. Management guided to revenue of $18.0-18.2 billion and non-GAAP EPS of $1.32-1.34. Consensus sits at $1.33 and $18.11 billion, almost exactly at the midpoints. In fiscal Q4, Cisco earned $1.22 per share on revenue of $17.25 billion, beating the $1.17 estimate.

The AI story is what matters most. Cisco booked about $4 billion of AI infrastructure orders from hyperscalers in fiscal Q4 alone, bringing fiscal 2026 to $9.3 billion, versus $2.3 billion two years earlier. The company expects about $7.5 billion of AI-related revenue in fiscal 2027, and its full-year guide implies about 15% total growth at the midpoint. Investors will look closely at hyperscaler order momentum, gross margin (guided to 65%-66%), and any sign that the post-election worries about data centers are reaching enterprise or cloud order books.

Analyst view: Recent ratings are mostly Hold, with an average price target of $121.67. Shares traded near $95.89 on Friday, well below the 52-week high of $130.37.

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Applied Materials (AMAT) — Thursday, Nov. 12, after the close

Applied Materials closes its fiscal year with the October quarter. The stock has had a brutal month: it fell 12% on Nov. 5 alone, is down about 29% over the past month, and traded near $337 on Friday, less than half its 52-week high of $739.67. Applied guided to fiscal Q4 revenue of about $10.25 billion, plus or minus $500 million. Consensus calls for $4.06 in EPS on $10.30 billion of revenue, which would be another record after $9.12 billion in fiscal Q3. In that quarter Applied earned $3.50 per share against a $3.38 estimate.

Guidance will decide how the stock reacts. Applied's first quarter of fiscal 2027 has 14 weeks, and investors want to know whether wafer fab equipment demand from leading-edge logic, DRAM and high-bandwidth memory customers is still rising or starting to flatten. China accounts for about 28% of revenue, so any update on export restrictions is a major wildcard. So far the drop has come mainly from a lower valuation multiple rather than estimate cuts, so a confident outlook could spark a sharp relief rally.

Analyst view: Strong Buy consensus, with 3 of 4 recent ratings bullish and an average target of $577.

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CoreWeave (CRWV) — Tuesday, Nov. 10, after the close

CoreWeave is at the center of both AI-capex and credit worries. Its unsecured bonds due 2030-2032 have fallen to distressed levels, with yields above 15%, after the Texas governor's race put a proposed data-center construction moratorium on the agenda. The stock has fallen about 45% in a month, to roughly $46, against a 52-week high of $187.

Fundamentals are still growing fast. Consensus calls for Q3 revenue of $3.54 billion, about 159% higher than a year ago, with a loss of $1.17-1.27 per share. In Q2, CoreWeave reported revenue of $2.58 billion against a $2.55 billion estimate and a smaller loss than expected. Full-year capex guidance is $35-39 billion, with about 1 gigawatt of capacity planned for 2026. Investors will want updates on funding costs and access to capital, on-time data-center delivery, the early ramp of Nvidia Vera Rubin clusters, and progress diversifying beyond a few very large customers.

Analyst view: Buy consensus, but opinions are split: the average target is $93.20, the high is $128 and the low is $39.

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Nebius Group (NBIS) — Thursday, Nov. 12, before the open

Nebius, the Amsterdam-based AI cloud provider, is one of the market's most aggressive growth stories. Consensus calls for Q3 revenue of $907.2 million, up more than 500% from a year ago and about 56% above Q2's $582.3 million, with a loss of $0.61 per share. Management kept its 2026 revenue guide at $3.0-3.4 billion, while full-year consensus is above the top of that range. The company ended June with about $3.0 billion of annualized run-rate revenue (ARR) and raised prices on Oct. 1.

Two things will move the stock. One is whether Nebius raises guidance to match where the Street already is. The other is how depreciation and financing costs develop as its large build-out comes online. Shares now trade near $131, down from a 52-week high of $299.86.

Analyst view: Buy consensus, with an average target of $283.

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Cerebras Systems (CBRS) — Thursday, Nov. 12, after the close

Cerebras went public on May 14 at $185 a share in one of the year's most closely watched IPOs. It now reports its second quarter as a public company with the stock near $87, about 75% below its May peak. In Q2 it reported revenue of $180.1 million, short of the $190.6 million estimate, and the stock fell 12% the next day. For Q3, consensus calls for revenue of $214.7 million and a loss of $0.13 per share.

There is good news and bad news going into the report. The good news: on Oct. 27, Oracle said Oracle Cloud Infrastructure will offer Cerebras' fast inference. The bad news: short seller Culper Research claims Cerebras' wafer-scale chips wear out after about two years of use, and the company has not yet responded publicly. Investors want a credible answer on hardware lifespan, early demand from Oracle, and assurance that 2027 estimates are still achievable.

Analyst view: Strong Buy, with all 4 recent ratings bullish and an average target of $233.50.

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CGI Inc. (GIB) — Wednesday, Nov. 11, before the open

The Montréal-based IT services and consulting firm reports fiscal Q4 and full-year 2026 results. Consensus calls for EPS of $1.64 on revenue of about $2.90 billion (U.S.-dollar equivalent). In fiscal Q3, CGI earned $1.66 per share, in line with estimates, on revenue of $2.95 billion. CGI tends to report steady numbers, and its stock usually moves on bookings: the book-to-bill ratio and the size of its pipeline. Investors also want to know whether generative AI is starting to shrink traditional IT-services work or whether CGI is turning it into new consulting and managed-services contracts. Comments on U.S. federal spending and on the European economy will also matter.

Analyst view: Hold consensus, with an average target of $83.67, close to the current price near $81.75.

Bending Spoons (BSP) — Date moved to Nov. 20

Several calendars still list Bending Spoons this week, but the Milan-based software group has said it will report Q3 2026 results on Nov. 20, before the U.S. open. Bending Spoons, which owns Evernote, Vimeo, WeTransfer, Eventbrite, AOL and, since this year, Airtable, went public on Nasdaq on July 1 at $29 a share. Berkshire Hathaway invested at the IPO and added $330 million in October, bringing its stake to 4%. Bending Spoons guided Q3 revenue to $733-745 million. Consensus is $745.9 million in revenue and $0.26 in EPS.

Communication Services, Media and Internet

Take-Two Interactive (TTWO) — Monday, Nov. 9, after the close

This is Take-Two's last report before one of the biggest launches in entertainment history. Grand Theft Auto VI comes out on Nov. 19 for PlayStation 5 and Xbox Series X|S, with pre-loading starting Nov. 12. For fiscal Q2 (the September quarter), management guided net bookings to $1.62-1.67 billion and GAAP revenue to $1.42-1.47 billion. Consensus calls for $0.90 in adjusted EPS on $1.64 billion of revenue. The year-ago comparison is tough because last year's quarter included major NBA and Borderlands releases.

The quarterly numbers matter less than the outlook. Take-Two's fiscal 2027 net bookings guidance of $8.0-8.2 billion is effectively a forecast for GTA VI. Any pre-order data, a higher guide, or a firm comment on the launch date would decide the stock's direction. In fiscal Q1, net bookings of $1.39 billion beat the top of guidance, and shares rose 6% the next day.

Analyst view: Strong Buy, with all 4 recent ratings bullish and an average target of $296.25, versus a share price near $214.

Sea Limited (SE) — Tuesday, Nov. 10, before the open

The Singapore-based owner of Shopee (e-commerce), Monee (digital finance) and Garena (gaming) reports with its stock near its 52-week low, around $75, down from $159.09. Consensus calls for Q3 EPS of $1.04 (other estimates are as low as $0.79) on revenue of $8.08 billion. In Q2, revenue jumped 48% to $7.79 billion, Shopee GMV grew 28% and Monee's loan book grew 62%. But EPS of $0.70 missed estimates, and the stock still rose 14.6% the next day.

Since then, sentiment has worsened. DBS and New Street downgraded the stock, and JPMorgan cut its target to $149, citing heavy Shopee quick-commerce and AI investment, competition from Pinduoduo-owned platforms, and risks to 2027 margins. Sea has guided to about 25% GMV growth and more than $1 billion in adjusted EBITDA for the year. Investors will focus on Shopee's take rate and margins, Monee's credit quality, and whether management confirms its EBITDA target.

Analyst view: Strong Buy consensus, with 3 of 4 recent ratings bullish and an average target of $145.

Vodafone Group (VOD) — Tuesday, Nov. 10, London morning

Vodafone reports first-half fiscal 2027 results. Q1 was its strongest start in years: organic service revenue rose 5.2% and adjusted EBITDAaL rose 6.2%. CEO Margherita Della Valle said the group expects to reach the upper end of full-year guidance, which now includes Safaricom and calls for adjusted EBITDAaL of €13.0-13.3 billion and adjusted free cash flow of €2.6-2.9 billion. The half-year report is the first real test of that confidence. Investors will look at Germany, whose recovery has been uneven, at merger savings from the VodafoneThree combination in the UK, and at continued strength in Africa. The stock yields about 3.4%, and any update on shareholder returns will also matter.

Energy and Power

Constellation Energy (CEG) — Monday, Nov. 9, before the open

Constellation, the largest U.S. nuclear operator, reports after a sharp sell-off. Shares fell 6.7% after the midterms on fears of stricter data-center rules, are down about 33% for the year, and trade near $250, against a 52-week high of $380.78. Consensus calls for Q3 adjusted operating EPS of $3.90 on revenue of $9.23 billion, versus $3.04 a year ago. The quarter includes the first full contribution from Calpine's generation fleet and higher PJM capacity prices.

In Q2, Constellation earned $2.55 per share against a $2.36 estimate but missed on revenue, and raised full-year guidance to $11.50-12.50 per share. Management has said it will revisit the outlook on this call. The stock will likely react to updated guidance, new long-term power agreements with hyperscalers (Constellation already has deals with Google, Microsoft, Meta and others), progress restarting the Crane plant, and the company's $5 billion conditional federal loan commitment for nuclear uprates.

Analyst view: Strong Buy, with 4 of 5 recent ratings bullish and an average target of $361.

Occidental Petroleum (OXY) — Monday, Nov. 9, after the close (call Nov. 10)

Occidental reports a quarter in which oil prices stayed very high because of the U.S.-Iran conflict. Consensus calls for Q3 EPS of $1.43 on revenue of $6.80 billion, a sharp drop from Q2, when Occidental earned $2.40 per share against a $1.92 estimate on revenue of $8.33 billion. The expected decline reflects Q2's unusually strong price environment and the timing of hedges and marketing gains. In mid-October Occidental published its usual "earnings considerations," and investors will check results against it. Key topics include debt reduction, Permian production, OxyChem, and the timing of its direct-air-capture projects.

Analyst view: Strong Buy, with 3 of 4 recent ratings bullish and an average target of $76, versus a share price near $56.64.

Petrobras (PBR) — Tuesday, Nov. 10, after the close (webcast Nov. 11)

Brazil's state-controlled oil company already published a record operating quarter. Q3 production averaged 3.51 million barrels of oil equivalent per day, up 11.7% from a year earlier and 5.3% from Q2, helped by new floating production units at the Búzios and Mero fields. Its refineries ran at 99% of capacity, and diesel output hit a quarterly record. Consensus calls for EPS of $1.23 per ADS on revenue of about $33.1 billion. In Q2, Petrobras earned $1.72 per ADS against a $1.52 estimate on revenue of $33.6 billion.

The big question for investors is the dividend. The stock yields about 7%, and the Q3 payout will show how the board is balancing record cash generation against domestic fuel pricing and subsidy pressure from Brasília.

Analyst view: Strong Buy, with 3 of 4 recent ratings bullish and an average target of $22.70, versus a share price near $18.82.

Venture Global (VG) — Tuesday, Nov. 10, before the open

The U.S. LNG exporter sold 124 cargoes in Q3, more than a year earlier, according to an 8-K filing. Consensus calls for EPS of $0.50 on revenue of $4.71 billion, roughly flat from Q2's $0.51 per share and $4.58 billion. Venture Global's business mixes long-term contracts with sales at market prices, so it benefits when global gas prices spike, as they have this year with Middle East supply disrupted. Investors will focus on the CP2 project schedule, how long the current strong margins can last, and shipments from its newer Plaquemines facility.

Analyst view: Buy consensus, with an average target of $16.50, versus a share price near $11.52.

Materials: Gold, Royalties and Agriculture

Barrick Mining (B) — Monday, Nov. 9, before the open

Barrick reports a quarter with high gold prices. Analysts expect an average realized price of about $4,263 an ounce, roughly 23% higher than a year ago. Gold has since fallen to about $4,050. Consensus calls for EPS of $0.78 on revenue of $5.10 billion, with attributable gold production of about 818,000 ounces, up about 3% from Q2. In Q2, Barrick produced 796,000 ounces, beating its guidance, and earned $0.82 per share. Management expects production to rise again in Q4, helped by the Loulo-Gounkoto ramp-up in Mali and the Goldrush mine in Nevada. Investors will also look at cost inflation, the review of the Reko Diq copper-gold project after a slowdown in development, and capital returns.

Analyst view: Strong Buy, with 3 of 4 recent ratings bullish and an average target of $52.62, versus a share price near $40.06.

Franco-Nevada (FNV) — Wednesday, Nov. 11, after the close (call Nov. 12)

The gold-focused royalty and streaming company missed estimates in Q2: revenue was $580.9 million against an expected $616.7 million, and EPS was $1.81 against $1.95. For Q3, consensus calls for EPS of $1.77 on revenue of $568.4 million. Investors will focus on a Sept. 30 update on Cobre Panamá, where Panama approved processing of stockpiled ore in April, as well as Franco-Nevada's latest investments and how fast it is deploying capital.

Analyst view: Buy consensus, with an average target of $264.25.

Corteva (CTVA) — Wednesday, Nov. 11, after the close (webcast Nov. 12)

This is Corteva's first report since splitting in two. On Oct. 1 it spun off its seed business as Vylor Inc., which has since joined the S&P 500. Corteva is now a pure crop-protection company, and its stock price of about $12 reflects that much smaller business. Q3 is seasonally the weakest quarter for crop chemicals. Consensus calls for EPS of just $0.09 on revenue of $1.77 billion. Before the separation, crop-protection sales were about $1.85 billion in Q2, hurt by aggressive pricing in Latin America. Investors mainly want the company's first stand-alone guidance, its target margins and its capital-allocation plans.

Analyst view: Buy consensus, with an average target of $54. That figure likely reflects targets set before the separation, so treat it with caution.

Financials

KKR & Co. (KKR) — Monday, Nov. 9, before the open

KKR shares are down about 24% this year as worries about private credit and slower deal exits weighed on alternative asset managers. Consensus calls for Q3 EPS of $1.58 on revenue of $2.66 billion, and the EPS estimate has risen sharply over the past month. KKR's record is mixed: in Q2 it earned $1.63 per share against a $1.42 estimate, but in Q1 it reported $0.38 against $1.28. Investors will focus on fee-related earnings (management-fee consensus is about $1.23 billion), new capital raised (expected near $28 billion), private-wealth inflows, the health of its credit book, and the pending $17 billion sale of USI to Aon, a major exit expected to close in Q4.

Analyst view: Strong Buy, with 4 of 5 recent ratings bullish and an average target of $116.40, versus a share price near $97.96.

Brookfield Corporation (BN) — Thursday, Nov. 12, before the open

Several Brookfield affiliates have already reported strong Q3 numbers. Brookfield Infrastructure grew funds from operations per unit by 10%, and Brookfield Asset Management also posted strong results. That sets a positive tone for the parent company. Consensus calls for distributable earnings of $0.72 per share, up from $0.66 in Q2, when DE before realizations grew 15% from a year earlier. Investors will focus on asset-manager fee growth, earnings from Brookfield's growing insurance business, realizations, and share buybacks.

Analyst view: Strong Buy, with all 4 recent ratings bullish and an average target of $59, versus a share price near $41.59.

Nu Holdings (NU) — Thursday, Nov. 12, after the close

The Latin American digital bank has lost about a quarter of its value since its last report and trades near $12.13. Consensus calls for Q3 EPS of $0.22 on revenue of $5.70-5.96 billion. That would be about 29% EPS growth and more than 35% revenue growth from a year ago, but roughly flat EPS from the previous quarter. In Q2, Nu beat EPS estimates ($0.22 vs. $0.20) on revenue of $5.88 billion. But the bank's push into riskier borrowers added 24 basis points to its 15-90 day non-performing loan ratio, and its 90-plus day delinquency rate is about 6.9%. Credit quality, Brazil's interest-rate outlook after the presidential runoff, and growth in Mexico will decide whether the stock's recent drop was overdone.

Analyst view: Strong Buy, with 3 of 4 recent ratings bullish and an average target of $20.12.

Mitsubishi UFJ Financial Group (MUFG), Sumitomo Mitsui Financial Group (SMFG) and Mizuho Financial Group (MFG) — Friday, Nov. 13

Japan's three megabanks release results for the six months to Sept. 30, the first half of the fiscal year ending March 2027. These are the first results to fully reflect the Bank of Japan's latest rate hikes. The BoJ raised its policy rate to 1.25% on Sept. 18, held it on Oct. 30, and is widely expected to hike to 1.5% in December. Higher rates have widened lending margins on yen loans, which drove a strong first quarter:

• MUFG grew Q1 profit 48.2% to ¥809.4 billion, already about 30% of its ¥2.7 trillion full-year target. Consensus for the quarter is $0.45 per ADS on revenue of about $10.72 billion. Investors will watch for a higher full-year target and for any new share buyback.
• SMFG grew Q1 profit 33% to ¥501.4 billion, or 29% of its unchanged ¥1.7 trillion target. The key questions are whether deposit costs have started to catch up with higher rates and whether SMFG raises guidance.
• Mizuho grew Q1 profit 45.5% to ¥422.9 billion and raised its full-year outlook to ¥1.4 trillion from ¥1.3 trillion. Consensus for the quarter is about ¥1.04 trillion in revenue and about ¥406 billion in net income.

Japanese megabanks usually announce upgraded guidance and capital returns at the half-year, so the risk is tilted toward upside surprises. Unrealized losses on Japanese government bonds remain the main thing that could offset the benefit from higher rates.

KB Financial Group (KB) — Already reported on Oct. 29

Some calendars still show KB Financial on Nov. 13, but the South Korean lender released its Q3 results on Oct. 29. Net profit was KRW 1.91 trillion, beating the KRW 1.81 trillion consensus, and nine-month profit hit a record KRW 5.79 trillion, up 13.1% from a year earlier. KB is on track to become the first Korean financial group to earn more than KRW 6 trillion in a year. It declared a quarterly dividend of KRW 1,167 per share with a Nov. 12 record date and will hold an extraordinary shareholder meeting on Nov. 20. Its next quarterly report (Q4) is expected in early February. The ADR yields about 5.5% and trades at roughly 8.3 times earnings.

Industrials, Aerospace and Distribution

TransDigm Group (TDG) — Tuesday, Nov. 10, before the open

The aerospace parts maker closes its fiscal year and usually gives its first fiscal 2027 outlook with these results. Consensus calls for fiscal Q4 EPS of $12.15-12.21 on revenue of $2.95 billion, up about 21% from a year ago, and the EPS estimate has risen steadily over the past 90 days. In fiscal Q3, TransDigm earned $10.87 per share against a $10.29 estimate on revenue of $2.74 billion. The fiscal 2027 guidance will decide the stock's reaction, especially for commercial aftermarket (TransDigm's highest-margin business), OEM build rates at Boeing and Airbus, and defense demand. Investors will also want to hear about margins, acquisitions and any special dividend.

Analyst view: Buy consensus, with an average target of $1,351, versus a share price near $1,199.64.

Rocket Lab (RKLB) — Monday, Nov. 9, after the close

Rocket Lab keeps setting revenue records, but its big new rocket has slipped again. On Oct. 14, the company said Neutron's first launch has moved to 2027 after it found small voids in the carbon-composite forward dome of the first-stage tank. For Q3, Rocket Lab guided to revenue of $250-265 million. Consensus is $257.2 million, about 65% higher than a year ago, with a loss of $0.02 per share. Q2 revenue was a record $234.1 million, and backlog reached $2.36 billion. Investors will watch whether Electron launch revenue recovers after a soft Q2, what the Space Systems unit contributes (including recent acquisitions), and any new timeline for Neutron. The stock trades near $49.63, a third of its 52-week high of $151.

Analyst view: Strong Buy, with all 4 recent ratings bullish and an average target of $100.50.

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Ferguson Enterprises (FERG) — Monday, Nov. 9, before the open

The largest U.S. distributor of plumbing and HVAC products now reports on a calendar-year basis. Consensus calls for Q3 EPS of $3.28 on revenue of $8.74 billion, essentially flat with Q2's $3.39 per share and $8.75 billion. In Q2, organic revenue grew 3.8%. U.S. non-residential sales rose 8%, supported by large capital projects such as data centers, while residential sales rose only 2% because housing remains weak. Investors will look at backlog for large projects, especially data centers given the new political risk, along with pricing, gross margin and the outlook for housing.

Analyst view: Strong Buy, with 3 of 4 recent ratings bullish and an average target of $288.75, versus a share price near $233.59.

Healthcare and Life Sciences

Alcon (ALC) — Results due around Nov. 10-11 (call Nov. 11, 8:00 a.m. ET)

The eye-care company is expected to report Q3 EPS of $0.89, up about 13% from a year ago, on revenue of $2.68-2.73 billion, up 5%-6%. Analysts expect Surgical sales of about $1.49 billion and Vision Care sales of about $1.25 billion. In Q2, Alcon earned $0.84 per share against a $0.77 estimate on revenue of $2.79 billion. Investors will focus on new equipment launches, sales of premium intraocular lenses and contact lenses, and margin progress.

Analyst view: Strong Buy, with all 3 recent ratings bullish and an average target of $85.33.

Ascendis Pharma (ASND) — Thursday, Nov. 12, before the open

The Danish biotech's TransCon drugs are selling strongly. In Q2, product revenue more than doubled to €315 million, led by €252 million from Yorvipath for hypoparathyroidism, and total revenue was €339 million. EPS of €2.83 far exceeded the €0.78 estimate. For Q3, consensus calls for EPS of €1.13 on revenue of €409.4 million. On Oct. 16, European regulators' drug committee (CHMP) recommended approval of once-weekly TransCon CNP for children with achondroplasia, a form of dwarfism, and on Nov. 6 the drug's orphan status was confirmed, giving it 10 years of EU market exclusivity once approved. A final European Commission decision is expected this quarter. Investors will watch Yorvipath's U.S. patient growth, the early U.S. launch of Yuviwel, and how close the company is to steady profitability.

Analyst view: Strong Buy, with all 5 recent ratings bullish and an average target of $299.60.

Twist Bioscience (TWST) — Thursday, Nov. 12, before the open

Twist has been one of 2026's biggest winners, rising from a 52-week low of $23.30 to a high of $219.71 on enthusiasm about synthetic DNA's role in AI-driven protein design. That includes antibody-testing work on Eli Lilly's TuneLab platform. The stock has since become very volatile and trades near $124.64. For fiscal Q4, consensus calls for a loss of $0.38-0.44 per share on revenue of $123.5 million, roughly 25% higher than a year ago. In fiscal Q3, revenue rose 23% to $118.4 million, and Twist raised full-year guidance to $456-457 million. Investors will focus on fiscal 2027 guidance, progress toward breakeven adjusted EBITDA, and evidence that the AI biology story is turning into orders.

Analyst view: Strong Buy, with all 4 recent ratings bullish and an average target of $205.50.

Kodiak Sciences (KOD) — Thursday, Nov. 12, after the close

The retina-focused biotech has rallied sharply since the Phase 3 DAYBREAK study met its primary endpoint on Sept. 28. Both Zenkuda (tarcocimab) and KSI-501 showed vision gains in wet age-related macular degeneration that were non-inferior to aflibercept, the standard treatment. Kodiak has no revenue yet. Consensus calls for a loss of $0.92-1.00 per share, similar to Q2's $1.05 loss. Investors will focus on cash runway, plans for regulatory filings, and the next catalyst: topline data from the PEAK study of KSI-101 for macular edema caused by inflammation, expected in December 2026.

Analyst view: Strong Buy, with all 3 recent ratings bullish and an average target of $130.33, versus a share price near $93.09.

Why This Week Matters for Investors

1. Will AI spending hold up? Cisco, Applied Materials, CoreWeave, Nebius and Cerebras give investors the first direct look at AI demand since the post-election sell-off. If they report steady orders and confident guidance, much of the recent decline could look overdone. If they cut guidance or sound cautious about data-center timelines, the market would likely move from a sell-off driven by a lower multiple to one driven by lower earnings estimates, which tends to last longer.

2. The power and data-center supply chain. Constellation Energy, Ferguson and CoreWeave will show whether politicians' talk about data-center moratoriums is affecting signed contracts, construction schedules and financing. Any mention of customers pausing projects, especially in Texas, will draw attention.

3. Oil and gas at wartime prices. Occidental, Petrobras and Venture Global show how producers are handling a market where Brent can move $10 in a few days. Watch for cautious capex plans, higher dividends and comments on how long the Iran-related risk premium may last.

4. The Japanese bank rally. With the BoJ at 1.25% and likely moving higher, MUFG, SMFG and Mizuho could raise guidance and announce buybacks on Friday. For investors looking for value and dividends outside U.S. tech, this report matters a lot.

5. Single-stock catalysts. GTA VI's Nov. 19 launch for Take-Two, Cerebras' answer to the short-seller report, Twist's fiscal 2027 outlook and Kodiak's path to regulatory filings could each produce moves well beyond the market's.

6. A high bar after a sharp sell-off. Many of this week's reporters trade far below their 52-week highs, including Applied Materials, CoreWeave, Nebius, Cerebras, Rocket Lab and Sea. That makes guidance and management tone, not just beats, the main drivers of post-earnings moves. Results in line with estimates may not be enough while sentiment is this fragile.

Consensus estimates, ratings and price targets reflect data available as of Nov. 6, 2026, and may change before each company reports. Report dates can be revised, so confirm timing with each company's investor-relations calendar. This article is for informational purposes only and is not investment advice.

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