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Earnings season remains strong this week, with a mix of retailers, tech heavyweights and AI winners headlining the calendar. Investors will be watching how guidance and AI‑driven demand shape the market's next move.
Before Market Open:
The week got started early Monday morning with reports from some retail favorites, including:
After Market Close:
Before Market Open:
Chinese EV maker NIO Inc. – ADR (NYSE:NIO) with analysts expecting a quarterly loss of five cents per share on revenue of $4.61 billion, according to estimates from Benzinga Pro.
The following companies will also report before Tuesday’s market open:
After Market Close:
Oracle Corp. (NYSE:ORCL) will be in the spotlight Tuesday afternoon with analysts expecting adjusted earnings of $1.71 per share on revenue of $16.91 billion, according to estimates from Benzinga Pro.
Investors will likely focus on whether Oracle Cloud Infrastructure (OCI) can maintain its momentum — following a 68% surge last quarter — and if the company's massive $523 billion contract backlog is beginning to translate into realized revenue as capex soars.
Drone and defense tech firm AeroVironment, Inc. (NASDAQ:AVAV) will also report after Tuesday's closing bell and should not be overlooked.
Before Market Open:
The following companies will report ahead of Wednesday's opening bell:
After Market Close:
All eyes will be on UiPath Inc. (NYSE:PATH) when it reports after the closing bell on Wednesday. Analysts are looking for earnings of 26 cents per share on revenue of $464.49 million.
Investors will be watching to see whether fourth quarter numbers and guidance confirm that the recent stabilization in growth and profitability is durable, and how much AI and agentic automation is translating into net new ARR and large deals.
Bumble Inc. (NASDAQ:BMBL) is also set to release fourth quarter results on Wednesday afternoon.
Before Market Open:
Dollar General Corp. (NYSE:DG) will report ahead of Thursday’s market open, with Wall Street looking for $1.64 in EPS on $10.81 billion in revenue, up mid‑single digits year-over-year, according to Benzinga Pro.
Investors will focus on whether improving traffic, mix and shrink trends can sustain the recent margin recovery and support around $6 in EPS for the full year against a backdrop of cautious consumer spending.
The following companies are also scheduled to report on Thursday morning:
After Market Close:
Thursday will be an earnings-heavy afternoon, with reports expected from:
Wall Street is looking for $5.87 in EPS from Adobe and about $6.28 billion in revenue, up around 10% year-over-year. Investors will be watching whether generative‑AI features such as Firefly are driving upside in net new ARR and Digital Media growth, while management's commentary on AI competition and full‑year guidance could dictate the stock's next move.
Photo: Shutterstock
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