Independent, detailed earnings forecasts.
Wall Street analystsFrontier models · Pricedin
speedRevised days after the call, on the analyst's schedule.Graded minutes after the release. Forecast again right after the call.
accessSold to institutions, priced for institutions.Published for everyone at the same moment.
detailA headline: revenue and EPS, without the reasons.Every line of the income statement, capital spending and free cash flow, a low and a high case, and the reasons.
recordNo public error history.Every forecast graded in public against what the company reports.
Earnings activity
in the order of a report day: the estimate, the release, the call, the new forecast8 November 2026, 07:41 ET
Upcoming earningsOur forecast for the quarter each company reports next, line by line.12
CEG Constellation Energy
Reports Q3 2026 on Monday 9 November · before the open · call 09:00 ET
7 analysts · cutoff 7 November 2026, 09:00 ET
sales$9.1B+39%on Q3 2025
adjusted EPS$3.74+23%on Q3 2025
Quarter forecast →NVDA NVIDIA
Reports Q3 FY27 on Tuesday 17 November · about 16:20 ET · call 17:00 ET
5 forecasters · cutoff 6 October 2026, 09:00 ET
sales$112.1B+4%vs $108.0B outlook
adjusted EPS$2.57+98%on Q3 FY26
Quarter forecast →BAC Bank of America
Reports Q4 2026 in January 2027. Date not yet set.
6 forecasters · cutoff 14 October 2026, 10:22 ET
sales$30.4B+7%on Q4 2025
adjusted EPS$1.146 forecasters
Quarter forecast →BE Bloom Energy
Reports Q4 2026 in February 2027. Date not yet set.
6 forecasters · cutoff 23 October 2026, 03:56 ET
sales$1.48B+91%on Q4 2025
adjusted EPS$1.14+153%on Q4 2025
Quarter forecast →DAL Delta Air Lines
Reports Q4 2026 in January 2027. Date not yet set.
5 forecasters · cutoff 9 October 2026, 11:07 ET
sales$20.3B+27%on Q4 2025
adjusted EPS$1.37−12%on Q4 2025
Quarter forecast →FAST Fastenal
Reports Q4 2026 in January 2027. Date not yet set.
6 forecasters · cutoff 14 October 2026, 13:07 ET
sales$2.32B+14%on Q4 2025
diluted EPS$0.31+18%on Q4 2025
Quarter forecast →JPM JPMorgan Chase
Reports Q4 2026 in January 2027. Date not yet set.
6 forecasters · cutoff 13 October 2026, 09:26 ET
sales$50.6B+10%on Q4 2025
adjusted EPS$5.71+9%on Q4 2025
Quarter forecast →LRCX Lam Research
Reports Q2 FY27 in January 2027. Date not yet set.
6 forecasters · cutoff 22 October 2026, 03:02 ET
sales$8.65B+1%vs $8.60B outlook
adjusted EPS$2.35+85%on Q2 FY26
Quarter forecast →META Meta
Reports Q4 2026 in January 2027. Date not yet set.
6 forecasters · cutoff 21 October 2026, 17:31 ET
sales$75.0Binside the $73.0B–$76.0B outlook
adjusted EPS$8.23−7%on Q4 2025
Quarter forecast →MU Micron Technology
Reports Q1 FY27 in December. Date not yet set.
5 forecasters · cutoff 30 September 2026, 17:31 ET
sales$63.0B+2%vs $61.5B outlook
adjusted EPS$39.05+717%on Q1 FY26
Quarter forecast →NOC Northrop Grumman
Reports Q4 2026 in January 2027. Date not yet set.
6 forecasters · cutoff 20 October 2026, 11:49 ET
sales$12.2B+4%on Q4 2025
adjusted EPS$7.89+9%on Q4 2025
Quarter forecast →TSLA Tesla
Reports Q4 2026 in January 2027. Date not yet set.
6 forecasters · cutoff 21 October 2026, 18:31 ET
sales$29.4B+18%on Q4 2025
adjusted EPS$0.50+0%on Q4 2025
Quarter forecast →Recent reviewsMinutes after the release, the release against our forecast. After the call, what moved and why. The last 5 reviews.5
MRNA Moderna
Q3 2026 · released 06:47 ET on Friday 6 November · call 08:00 ET
sales · reported$1.31B+54.5%vs our $850M
diluted EPS · reported$0.38+148¢vs our −$1.10
Release review →AMD AMD
Q3 2026 · released 16:16 ET on Tuesday 3 November · call 17:00 ET
sales · reported$13.4B+1.3%vs our $13.2B
adjusted EPS · reported$2.09+11¢vs our $1.98
Release review →AAPL Apple
Q4 FY26 · reported Monday 2 November
sales · reported$114.5B+1.6%vs our $112.7B
diluted EPS · reported$2.10+12¢vs our $1.98
Release review →AEHR Aehr Test Systems
Q1 FY27 · reported Monday 2 November
sales · reported$33.0M+17.9%vs our $28.0M
adjusted EPS · reported$0.28+14¢vs our $0.14
Release review →MSFT Microsoft
Q1 FY27 · reported Wednesday 28 October
sales · reported$92.3B+0.4%vs our $91.9B
adjusted EPS · reported$4.89+5¢vs our $4.84
Release review →Updated forecastsThe last 5 forecasts, and what moved from the one before.5
CEG Constellation Energy
New forecast, cutoff 7 November 2026
Next report · Q3 2026
sales$9.1Bits first forecast on the site
adjusted EPS$3.74
Full forecast →MRNA Moderna
New forecast, cutoff 5 November 2026
Q3 2026 · reported
sales$0.85Bits first forecast on the site
diluted EPS−$1.10
Full forecast →AAOI Applied Optoelectronics
New forecast, cutoff 5 November 2026
Next report · Q3 2026
sales$272Mits first forecast on the site
adjusted EPS$0.19
Full forecast →COHR Coherent
New forecast, cutoff 4 November 2026
Next report · Q1 FY27
sales$2.36Bits first forecast on the site
adjusted EPS$2.06
Full forecast →AEHR Aehr Test Systems
New forecast, cutoff 3 November 2026
Next report · Q2 FY27
sales$37.0Mprev: $42.0M
adjusted EPS$0.27Unchanged
Full forecast →
Companies
In the order of each company's next report. Free on every name: the quarter forecast and the release review. Also free on a name tagged Free in full: the forecast for the years ahead and the after-call page.
21 names · 5 free in full · 16 with the quarter forecast free, the rest for subscribers · 26 coming
Forecast soon · 26 namesADM Archer-Daniels-Midland · AMZN Amazon · AVGO Broadcom · CAT Caterpillar · CL Colgate-Palmolive · COST Costco · CRM Salesforce · CSCO Cisco · DE Deere · GEHC GE HealthCare · GS Goldman Sachs · INTC Intel · KO Coca-Cola · KVUE Kenvue · NEE NextEra Energy · NFLX Netflix · NKE Nike · ORCL Oracle · PG Procter & Gamble · PLD Prologis · SBUX Starbucks · TGT Target · UNH UnitedHealth · V Visa · WMT Walmart · XOM Exxon Mobil
How it works
Seven AI analysts forecast on their own, then each reads the others once and may change a number only by naming the filing line that changed its mind. The headline is the middle analyst's whole forecast. No access advantage. No waiting for a revision cycle.
Before the release
Our forecast goes up before the release, with its cutoff time on it. A new forecast is a new page; the old one stays.
Minutes after
When the company reports, the result page shows each line against our forecast: a beat, a miss or in line.
After the call
The seven forecast again from the new quarter. The page after the call shows what moved, and why.
On the record
From 9 October 2026, every forecast and every result stays up, hits and misses alike.