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Earnings season is winding down, but this week still packs enough punch to keep retail investors glued to their screens. We're talking discount retailers bracing for holiday shopping reports, cybersecurity companies defending their valuations, and a handful of big tech names that always seem to find a way to surprise the market.
Here's your day-by-day breakdown of the companies reporting earnings this week and what investors should be paying attention to.
The week starts relatively quiet with MongoDB Inc. (MDB) and Credo Technology Group (CRDO) scheduled to report after Monday's closing bell. MongoDB, the database platform company, has become a bellwether for cloud infrastructure spending, so investors will be parsing the numbers for signs of enterprise tech demand heading into year-end.
Tuesday brings the first major event of the week: CrowdStrike Holdings Inc. (CRWD) reports after the bell. Wall Street expects earnings of 94 cents per share and revenue of $1.21 billion, according to estimates from market data.
The cybersecurity firm has been on a tear lately, and analysts seem increasingly bullish heading into the print. Multiple firms have raised their price targets recently:
That's a lot of optimism baked into a stock that's already had a strong run. The question is whether CrowdStrike can deliver numbers that justify those lofty expectations.
Also reporting after Tuesday's close:
Wednesday morning brings a retail double feature with Macy's Inc. (M) and Dollar Tree Inc. (DLTR) reporting before the opening bell. Both companies will provide early reads on consumer spending patterns heading into the critical holiday shopping season.
Wednesday afternoon is when things get interesting. Salesforce Inc. (CRM) takes center stage with its quarterly report. Analysts expect the cloud software giant to post earnings of $2.86 per share on revenue of $10.27 billion. Salesforce has been a reliable performer, but investors will be looking for commentary on AI integration and whether enterprise software spending is holding up.
But wait, there's more. Wednesday's after-market lineup includes some of the most closely watched names in tech:
Yes, that's Costco, the warehouse club that's become a retail juggernaut and a favorite among value investors. The company's ability to navigate inflation and maintain customer loyalty makes its earnings report a must-watch event.
Thursday morning features more retail earnings with Kroger Co. (KR), Dollar General Corp. (DG), and UP Fintech Holding Ltd. (TIGR) reporting before the opening bell. The grocery and discount retail reports will add more color to the consumer spending picture.
Ulta Beauty Inc. (ULTA) headlines Thursday's after-market session. Analysts are looking for earnings of $4.59 per share and revenue of $2.27 billion from the beauty retailer. Ulta has been navigating a challenging environment for discretionary retail, and investors will want to hear how the company performed during the quarter.
Also reporting after Thursday's close:
The week wraps up with Victoria's Secret & Co. (VSCO) reporting before Friday's opening bell. This one could be volatile—more than 20% of shares are currently being sold short, according to market data. That level of short interest means any earnings surprise, positive or negative, could trigger significant price movement as short sellers scramble to adjust positions.
It's a lighter week compared to the peak of earnings season, but there's plenty here to keep investors busy. From cybersecurity to cloud software to discount retail, this week's reports will provide crucial insights into how various sectors are performing as we head toward year-end.
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