Next print · WOLF — Wolfspeed · Aug 19, 2026 after close we say 151 revenue / -2.31 adjusted EPS

Wall Street sells estimates. We publish what's priced in.

Ever watch a stock drop on a beat? The number you saw wasn't the bar. Frontier AI models read everything public and find the real one — every core metric, minutes after every release, for everyone at the same moment. On the record, hit or miss.

The board — our current view, company by company

Each card is that company’s standing state: once the post-call outlook exists it leads; until then the fresh scorecard does. Click through for the full picture.

NVDA NVIDIAjust reported

sealed → scorecard → call review pending · FQ2 cycle, Aug 26

Reported vs us96,221 we said 93,250 +3.2%

Adjusted EPS2.22 we said 2.13 +4.2%

Free cash flow21,400 we said 44,113 below

revenue and EPS inside rangerelease-only readconference call not used

call review remains separate · scorecard →

AMAT Applied Materialsoutlook current

sealed → scorecard → post-call outlook · FQ3 cycle, Aug 13

Next quarter — FQ410,250 vs guide 10,250 ± 500

FY2027 · was 40,50044,850 +30.8%

Last print vs usrev +0.9% · EPS +2.6%

acceleratingsix-model medianexperimental vintage

resolves at the FQ4 print · full outlook →

CSCO Cisco Systemsoutlook current

sealed → scorecard → post-call outlook · FQ4 cycle, Aug 12

Next quarter — FQ1 2718,300 vs guide 18,100 ± 100

FY2027 · was 67,92573,300 +15.8%

Last print vs usrev +1.9% · EPS +3.4%

acceleratingre-ratedexperimental vintage

resolves at the FQ1 print · full outlook →

ADI Analog Devicespre-print sealed

sealed pre-print → scorecard → outlook · FQ3 cycle, printed Aug 19 before open

Revenue $M3,945 six-model median

Adjusted EPS3.44

Free cash flow $M1,432.9

published before the releaseresolves at the print

sealed before the release · full pre-print →

HD Home Depotjust reported

sealed → scorecard → outlook pending · Q2 cycle, Aug 18

Reported vs us47,861 we said 46,900 +2.0%

Adjusted EPS4.92 we said 4.61 +6.8%

GuidanceFY reaffirmed

release-only readcall pending

outlook lands after the call is processed · scorecard →

FN Fabrinetjust reported

sealed → scorecard → outlook pending · FQ4 cycle, Aug 17

Reported vs us1,315.8 we said 1,280.0 +2.8%

Adjusted EPS4.10 we said 3.79 +8.2%

Free cash flow(36.9) we said 35.5 below

release-only readcall pending

outlook lands after the call is processed · scorecard →

Just graded — what they reported vs. what we said

The scorecard appears minutes after each release. Green means the company came in above our number; red means below it.

companyreportedrevenue $Madj. EPSresult

NVDANVIDIAnew Aug 26, 2026after close · release-only, conference call not used 96,221we said 93,250+3.2% above us 2.22we said 2.13+4.2% above us revenue inside · EPS inside
full analysis →

HDHome Depotnew Aug 18, 2026before open · release-only read, call pending 47,861we said 46,900+2.0% above us 4.92we said 4.61+6.8% above us revenue inside · EPS above
full analysis →

FNFabrinet Aug 17, 2026after close · release-only read, call pending 1,315.8we said 1,280.0+2.8% above us 4.10we said 3.79+8.2% above us revenue inside · EPS above
full analysis →

AMATApplied Materials Aug 13, 2026after close 9,115we said 9,035+0.9% above us 3.50we said 3.41+2.6% above us inside our range
full scorecard →

CSCOCisco Systems Aug 12, 2026after close · release-only read 17,252we said 16,930+1.9% above us 1.22we said 1.18+3.4% above us revenue inside · EPS inside
full analysis →

The old consensus vs. Pricedin

the old consensuspricedin

accessSold to institutions, priced for institutions.Published for everyone at the same moment.

speedRevisions arrive on the analysts' schedule — days.Updated minutes after each release.

coverageRevenue and EPS; the rest scattered or missing.Nine core metrics plus guidance, every company, every quarter.

scoreboardNo public error history.Every estimate graded in public against the reported number.

How that's possible: the analyst layer is a slate of frontier AI models reading every filing as it lands, synthesized into one number per metric. No access advantage. No herding. No waiting for a revision cycle.

First graded print — AMAT, Aug 13, 2026: our numbers were closer than the published consensus on both headline metrics.

How it works

Before the print

Our numbers go up ahead of the release, with the publication date on them. Once published, they cannot be changed.

Minutes after

When the company reports, the scorecard appears: what they reported, next to what we said, metric by metric.

On the record

Every estimate and every result stays up — hits and misses alike. The full history is the point.