Go beyond the consensus and become a better stock picker with Earnings Whisper numbers, investor sentiment, and proprietary research and tools to help you capture the Post-Earnings Announcement Drift (PEAD) and outperform the overall stock market. Plus, get the most accurate earnings dates, earnings news, and insights into how stocks react before
and after earnings.
The most anticipated earnings releases for the week beginning November 3, 2026 are
AMDAdvanced Micro DevicesSHOPShopifySMCISuper Micro ComputerAPPAppLovinDIBS1stdibs.com
The market's true earnings expectation — and why beating the consensus estimate isn't enough.
Analysts update their models constantly, but they rarely publish every revision.
The Earnings Whisper® number captures what they actually expect — and
across two decades and more than 145,000 published numbers,
it has landed closer to actual reported earnings than the published consensus
69.7% of the time. Consequently, there is
no statistical benefit to beating the consensus estimate.
Average day-of move, since February 1999.
Companies that beat the Whisper closed higher by an average of 1.9%.
Those that cleared the published estimate but fell short of the Whisper closed
lower 55.0% of the time. There is no
statistical benefit to beating the consensus estimate — only the Whisper.
APPAppLovinis confirmed to report Wednesday, November 4, after the close.
AppLovin Must Prove Its Model Upgrade Can Reignite Growth After First Miss
AppLovin enters its third-quarter report with something unfamiliar to explain: a stumble. After a long run of beats, the ad-tech company fell short of its own revenue and adjusted EBITDA targets last quarter, blamed the shortfall on a model upgrade that arrived just after quarter-end, and promised that the improvement was already live and lifting results. The November 4 release, due after the close, is the first real test of whether that was a timing hiccup or the start of a slower chapter.
The Street is taking management at its word, at least on the top line. Consensus calls for revenue of $2.08 billion, near the upper end of the company's $2.055 billion to $2.085 billion guidance range, and earnings of $3.94 a share. That would mean roughly 48% revenue growth and about 61% EPS growth from a year ago, still exceptional by any normal standard. The Earnings Whisper of $4.05 sits modestly above consensus, suggesting the more engaged crowd expects a clean beat on profits. With analysts already near the top of the revenue range, though, a result merely at the midpoint could feel like a second disappointment rather than a recovery.
Chevron (CVX) reported earnings of $5.28 per share on revenue of $67.80 billion for the third quarter ended September 2026. The consensus earnings estimate was $4.78 per share on revenue of $60.49 billion. The Earnings Whisper number was $4.94 per share. The company beat expectations by 6.88% while revenue grew 36.34% on a year-over-year basis.
Chevron Corp provides administrative, financial, management and technology support to U.S. & international subsidiaries that engage in fully integrated petroleum operations, chemicals operations, mining operations, and power and energy services.
Chevron (CVX) reported earnings of $5.28 per share on revenue of $67.80 billion for the third quarter ended September 2026. The consensus earnings estimate was $4.78 per share on revenue of $60.49 billion. The Earnings Whisper number was $4.94 per share. The company beat expectations by 6.88% while revenue grew 36.34% on a year-over-year basis.
Chevron Corp provides administrative, financial, management and technology support to U.S. & international subsidiaries that engage in fully integrated petroleum operations, chemicals operations, mining operations, and power and energy services.
Energy Transfer LP (ET) reported earnings of $0.33 per share on revenue of $37.10 billion for the third quarter ended September 2026. The consensus earnings estimate was $0.41 per share on revenue of $35.60 billion. The Earnings Whisper number was $0.46 per share. The company missed expectations by 28.26% while revenue grew 85.94% on a year-over-year basis.
Energy Transfer LP owns and operates one of the largest and most diversified portfolios of energy assets in the United States, with a strategic footprint in all of the major domestic production basins.
For more than 25 years, investors and financial professionals have used
Earnings Whispers to look beyond consensus estimates and better understand
the expectations driving stock prices around earnings.
