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The earnings calendar might be a bit lighter this week, but that doesn't mean retail investors get a break. Some serious heavy hitters are stepping up to report, and if you're watching the markets, you'll want to keep your eyes on what's coming.
Here's your guide to the week's earnings reports, complete with what analysts are expecting and what investors should be watching.
Toll Brothers Inc. (TOL) kicks things off Monday evening, and analysts are looking for the luxury homebuilder to post fourth-quarter earnings of roughly $4.89 per share on $3.3 billion in revenue.
The big question here is whether Toll Brothers can keep its momentum going. The company caters to wealthy buyers who are less affected by mortgage rates and affordability issues, but even the luxury market has its limits. Investors will want to see if that high-end demand can continue offsetting the broader housing market headwinds that have been squeezing the industry.
JPMorgan analyst Michael Rehaut seems optimistic, upgrading Toll Brothers from Neutral to Overweight with a $161 price target heading into the report.
Also reporting Monday after the close:
Now we get to the fun part. GameStop Corp. (GME), the grandfather of meme stocks, reports its third-quarter results Tuesday afternoon. Wall Street expects earnings of 20 cents per share and revenue of $987.28 million.
GameStop has been on quite a journey from video game retailer to meme stock phenomenon to... well, whatever it is now. The company has been trying to transform itself, and each earnings report offers a glimpse into whether that transformation is actually working or just making for good social media content.
Joining GameStop on Tuesday's after-hours lineup:
Wednesday morning brings reports from Chewy, Inc. (CHWY), Uranium Energy Corp. (UEC), and Hello Group Inc. (MOMO) before the opening bell.
Wednesday afternoon is when things get interesting. Oracle Corp. (ORCL) reports second-quarter results, and analysts are expecting earnings of $1.64 per share on revenue of $16.22 billion.
Oracle has been making aggressive bets on artificial intelligence infrastructure, spending heavily to build out capacity for what it says is a massive AI backlog. The critical question investors will be asking: can all that capital spending actually translate into accelerated cloud revenue growth? And perhaps more importantly, can Oracle do it without putting too much pressure on free cash flow and debt levels?
It's one thing to spend money building AI infrastructure. It's another thing entirely to make that spending pay off in a way that justifies the investment. Wednesday's report should give us a clearer picture of which side of that equation Oracle is on.
Other companies reporting Wednesday after the close:
Ciena Corp. (CIEN) and The Lovesac Co. (LOVE) will report ahead of Thursday's opening bell.
Thursday afternoon features what might be the most closely watched report of the entire week. Broadcom Inc. (AVGO) takes center stage with analysts expecting earnings of $1.86 per share on revenue of $17.49 billion.
Broadcom has become a major player in the semiconductor and infrastructure software space, and its results often provide valuable insights into enterprise technology spending trends. Given the company's exposure to AI infrastructure, data centers, and cloud computing, this report could tell us a lot about where the broader tech spending cycle is heading.
Also reporting Thursday evening:
Rent the Runway, Inc. (RENT) closes out the week with its third-quarter report scheduled for release before Friday's opening bell.
So there you have it. A lighter week by the numbers, but definitely not by the names. Whether you're tracking AI infrastructure spending, meme stock movements, or just trying to gauge where the broader market is heading, this week's earnings calendar has something worth watching.
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