# pricedin.markets — what's priced in, live

> Earnings forecasts by frontier AI models, built from each company's own filings and calls, graded minutes after the release and made again after the call.

Canonical: https://pricedin.markets/

## Earnings forecasts Know what's priced in. Find what isn't.

Frontier AI models build each company's earnings forecast from its own filings and calls and public economic data. Graded in public minutes after the release, forecast again after the call.

[Our forecast · next report AAPL Apple · Q4 FY26 Reports Monday 2 November, about 16:30 ET. Sales **$113B** diluted EPS **$1.98** Cutoff 18 October 2026, 06:44 ET Made before the release, graded here minutes after it. Quarter forecast →](https://pricedin.markets/aapl/fq4-2026/preview/)

Fast. Transparent. Accountable.

Wall Street analysts Frontier models · Pricedin

speed Revised days after the call, on the analyst's schedule. Graded minutes after the release. Forecast again right after the call.

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

detail A 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.

record No 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 forecast 1 November 2026, 13:45 ET

Upcoming earnings Our forecast for the quarter each company reports next, line by line. 7

AAPL Apple

Reports Q4 FY26 on Monday 2 November · about 16:30 ET · call 17:00 ET

5 analysts · cutoff 18 October 2026, 06:44 ET

sales $113B +10% on Q4 FY25

diluted EPS $1.98 +7% on Q4 FY25

[Quarter forecast →](https://pricedin.markets/aapl/fq4-2026/preview/)

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 $112B +4% vs $108B outlook

adjusted EPS $2.57 +98% on Q3 FY26

[Quarter forecast →](https://pricedin.markets/nvda/fq3-2027/preview/)

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 $1.14 6 forecasters

[Quarter forecast →](https://pricedin.markets/bac/fq4-2026/preview/)

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 →](https://pricedin.markets/dal/fq4-2026/preview/)

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 →](https://pricedin.markets/fast/fq4-2026/preview/)

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 →](https://pricedin.markets/jpm/fq4-2026/preview/)

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 →](https://pricedin.markets/mu/fq1-2027/preview/)

Recent reviews Minutes after the release, the release against our forecast. After the call, what moved and why. The last 5 reviews. 5

MSFT Microsoft

Q1 FY27 · reported Wednesday 28 October

[After the call](https://pricedin.markets/msft/fq1-2027/after-call/) [Quarter forecast, before the release](https://pricedin.markets/msft/fq1-2027/preview/)

sales · reported $92.3B +0.4% vs our $91.9B

adjusted EPS · reported $4.89 +5¢ vs our $4.84

[Release review →](https://pricedin.markets/msft/fq1-2027/result/)

GOOGL Alphabet

Q3 2026 · reported Wednesday 28 October

[After the call](https://pricedin.markets/googl/fq3-2026/after-call/) [Quarter forecast, before the release](https://pricedin.markets/googl/fq3-2026/preview/)

sales · reported $127.6B −0.1% vs our $127.6B

adjusted EPS · reported $2.67 −27¢ vs our $2.94

[Release review →](https://pricedin.markets/googl/fq3-2026/result/)

GLW Corning

Q3 2026 · reported Tuesday 27 October

[After the call](https://pricedin.markets/glw/fq3-2026/after-call/) [Quarter forecast, before the release](https://pricedin.markets/glw/fq3-2026/preview/)

sales · reported $4.86B +1.0% vs our $4.81B

adjusted EPS · reported $0.91 +2¢ vs our $0.89

[Release review →](https://pricedin.markets/glw/fq3-2026/result/)

BE Bloom Energy

Q3 2026 · reported Thursday 22 October

[After the call](https://pricedin.markets/be/fq3-2026/after-call/) [Quarter forecast, before the release](https://pricedin.markets/be/fq3-2026/preview/)

sales · reported $1.24B +12.0% vs our $1.10B

adjusted EPS · reported $0.94 +18¢ vs our $0.76

[Release review →](https://pricedin.markets/be/fq3-2026/result/)

TSLA Tesla

Q3 2026 · reported Wednesday 21 October

[After the call](https://pricedin.markets/tsla/fq3-2026/after-call/) [Quarter forecast, before the release](https://pricedin.markets/tsla/fq3-2026/preview/)

sales · reported $28.0B −2.6% vs our $28.8B

adjusted EPS · reported $0.48 +4¢ vs our $0.44

[Release review →](https://pricedin.markets/tsla/fq3-2026/result/)

[All reviews, every graded quarter →](https://pricedin.markets/track-record/) 10 quarters graded so far

Updated forecasts The last 5 forecasts, and what moved from the one before. 5

MSFT Microsoft

New forecast, cutoff 30 October 2026

Next report · Q2 FY27

sales $97B prev: $95B

adjusted EPS $4.91 prev: $4.88

[Full forecast →](https://pricedin.markets/msft/fq2-2027/forecast/)

GOOGL Alphabet

New forecast, cutoff 29 October 2026

Next report · Q4 2026

sales $143B Unchanged

adjusted EPS $3.01 prev: $3.22

[Full forecast →](https://pricedin.markets/googl/fq4-2026/forecast/)

GLW Corning

New forecast, cutoff 27 October 2026

Next report · Q4 2026

sales $5.06B prev: $4.97B

adjusted EPS $0.98 prev: $0.94

[Full forecast →](https://pricedin.markets/glw/fq4-2026/forecast/)

BE Bloom Energy

New forecast, cutoff 23 October 2026

Next report · Q4 2026

sales $1.48B prev: $1.19B

adjusted EPS $1.14 prev: $0.83

[Full forecast →](https://pricedin.markets/be/fq4-2026/forecast/)

LRCX Lam Research

New forecast, cutoff 22 October 2026

Next report · Q2 FY27

sales $8.65B prev: $8.64B

adjusted EPS $2.35 prev: $2.36

[Full forecast →](https://pricedin.markets/lrcx/fq2-2027/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.

15 names · 5 free in full · 10 with the quarter forecast free, the rest for subscribers · 27 coming

[AAPL Apple reports **2 Nov** Free in full](https://pricedin.markets/aapl/) [Quarter forecast · Q4 FY26 → $113B sales $1.98 diluted EPS line by line, 5 analysts](https://pricedin.markets/aapl/fq4-2026/preview/)

Release review The first one comes after the Q4 FY26 report on 2 November.

After the call After the Q4 FY26 call.

[Full forecast → Q4 FY26 $113B Q1 FY27 $155B FY2026 $477B FY2027 $507B FY2028 $537B sales by quarter and year](https://pricedin.markets/aapl/fq4-2026/forecast/) [How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/aapl/company/)

[NVDA NVIDIA reports **17 Nov** Free in full](https://pricedin.markets/nvda/) [Quarter forecast · Q3 FY27 → $112B sales $2.57 adjusted EPS line by line, 5 forecasters](https://pricedin.markets/nvda/fq3-2027/preview/)

Release review The first one comes after the Q3 FY27 report on 17 November.

After the call After the Q3 FY27 call.

[Full forecast → Q3 FY27 $112B Q4 FY27 $129B FY2027 $419B FY2028 $713B FY2029 $957B sales by quarter and year](https://pricedin.markets/nvda/fq3-2027/forecast/) [How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/nvda/company/)

[MU Micron Technology reports **December**](https://pricedin.markets/mu/) [Quarter forecast · Q1 FY27 → $63.0B sales $39.05 adjusted EPS free, line by line, 5 forecasters](https://pricedin.markets/mu/fq1-2027/preview/)

Release review The first one comes after the Q1 FY27 report in December.

For subscribers

After the call After the Q1 FY27 call.

[Full forecast → Sales for every quarter and year ahead, line by line.](https://pricedin.markets/mu/fq1-2027/forecast/)

[How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/mu/company/)

[BAC Bank of America reported **14 Oct**](https://pricedin.markets/bac/) [Quarter forecast · Q4 2026 → $30.4B sales $1.14 adjusted EPS free, line by line, 6 forecasters](https://pricedin.markets/bac/fq4-2026/preview/) [Release review · Q3 2026 → sales miss −1.4% adjusted EPS miss −1¢ free, as every graded quarter](https://pricedin.markets/bac/fq3-2026/result/)

For subscribers

[After the call · Q3 2026 → Next quarter's and this year's sales after the call, new beside old.](https://pricedin.markets/bac/fq3-2026/after-call/) [Full forecast → Sales for every quarter and year ahead, line by line.](https://pricedin.markets/bac/fq4-2026/forecast/)

[How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/bac/company/)

[DAL Delta Air Lines reported **9 Oct**](https://pricedin.markets/dal/) [Quarter forecast · Q4 2026 → $20.3B sales $1.37 adjusted EPS free, line by line, 5 forecasters](https://pricedin.markets/dal/fq4-2026/preview/)

Release review The first one comes after the Q4 2026 report in January 2027.

For subscribers

After the call After the Q4 2026 call.

[Full forecast → Sales for every quarter and year ahead, line by line.](https://pricedin.markets/dal/fq4-2026/forecast/)

[How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/dal/company/)

[FAST Fastenal reported **14 Oct**](https://pricedin.markets/fast/) [Quarter forecast · Q4 2026 → $2.32B sales $0.31 diluted EPS free, line by line, 6 forecasters](https://pricedin.markets/fast/fq4-2026/preview/) [Release review · Q3 2026 → sales beat +0.9% diluted EPS beat +1¢ free, as every graded quarter](https://pricedin.markets/fast/fq3-2026/result/)

For subscribers

[After the call · Q3 2026 → Next quarter's and this year's sales after the call, new beside old.](https://pricedin.markets/fast/fq3-2026/after-call/) [Full forecast → Sales for every quarter and year ahead, line by line.](https://pricedin.markets/fast/fq4-2026/forecast/)

[How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/fast/company/)

[GLW Corning reported **27 Oct**](https://pricedin.markets/glw/) [Quarter forecast · Q4 2026 → $5.06B sales $0.98 adjusted EPS free, line by line, 6 forecasters](https://pricedin.markets/glw/fq4-2026/preview/) [Release review · Q3 2026 → sales beat +1.0% adjusted EPS beat +2¢ free, as every graded quarter](https://pricedin.markets/glw/fq3-2026/result/)

For subscribers

[After the call · Q3 2026 → Next quarter's and this year's sales after the call, new beside old.](https://pricedin.markets/glw/fq3-2026/after-call/) [Full forecast → Sales for every quarter and year ahead, line by line.](https://pricedin.markets/glw/fq4-2026/forecast/)

[How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/glw/company/)

[JPM JPMorgan Chase reported **13 Oct**](https://pricedin.markets/jpm/) [Quarter forecast · Q4 2026 → $50.6B sales $5.71 adjusted EPS free, line by line, 6 forecasters](https://pricedin.markets/jpm/fq4-2026/preview/)

Release review The first one comes after the Q4 2026 report in January 2027.

For subscribers

After the call After the Q4 2026 call.

[Full forecast → Sales for every quarter and year ahead, line by line.](https://pricedin.markets/jpm/fq4-2026/forecast/)

[How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/jpm/company/)

[LRCX Lam Research reported **21 Oct**](https://pricedin.markets/lrcx/) [Quarter forecast · Q2 FY27 → $8.65B sales $2.35 adjusted EPS free, line by line, 6 forecasters](https://pricedin.markets/lrcx/fq2-2027/preview/) [Release review · Q1 FY27 → sales beat +0.2% adjusted EPS miss −1¢ free, as every graded quarter](https://pricedin.markets/lrcx/fq1-2027/result/)

For subscribers

[After the call · Q1 FY27 → Next quarter's and this year's sales after the call, new beside old.](https://pricedin.markets/lrcx/fq1-2027/after-call/) [Full forecast → Sales for every quarter and year ahead, line by line.](https://pricedin.markets/lrcx/fq2-2027/forecast/)

[How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/lrcx/company/)

[META Meta reported **21 Oct** Free in full](https://pricedin.markets/meta/) [Quarter forecast · Q4 2026 → $75.0B sales $8.23 adjusted EPS line by line, 6 forecasters](https://pricedin.markets/meta/fq4-2026/preview/) [Release review · Q3 2026 → sales beat +2.3% adjusted EPS beat +54¢](https://pricedin.markets/meta/fq3-2026/result/) [After the call · Q3 2026 → Q4 2026 $75.0B was $72.2B FY2026 $256.7B was $252.4B sales after the call, beside the forecast before, and why](https://pricedin.markets/meta/fq3-2026/after-call/) [Full forecast → Q4 2026 $75.0B Q1 2027 $68.6B FY2026 $257B FY2027 $309B FY2028 $361B sales by quarter and year](https://pricedin.markets/meta/fq4-2026/forecast/) [How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/meta/company/)

[MSFT Microsoft reported **28 Oct** Free in full](https://pricedin.markets/msft/) [Quarter forecast · Q2 FY27 → $97B sales $4.91 adjusted EPS line by line, 6 forecasters](https://pricedin.markets/msft/fq2-2027/preview/) [Release review · Q1 FY27 → sales beat +0.4% adjusted EPS beat +5¢](https://pricedin.markets/msft/fq1-2027/result/) [After the call · Q1 FY27 → Q2 FY27 $97.4B was $95.3B FY2027 $395.9B was $389.5B sales after the call, beside the forecast before, and why](https://pricedin.markets/msft/fq1-2027/after-call/) [Full forecast → Q2 FY27 $97B Q3 FY27 $99B FY2027 $396B FY2028 $462B FY2029 $532B sales by quarter and year](https://pricedin.markets/msft/fq2-2027/forecast/) [How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/msft/company/)

[NOC Northrop Grumman reported **20 Oct**](https://pricedin.markets/noc/) [Quarter forecast · Q4 2026 → $12.2B sales $7.89 adjusted EPS free, line by line, 6 forecasters](https://pricedin.markets/noc/fq4-2026/preview/) [Release review · Q3 2026 → sales beat +0.1% diluted EPS beat +59¢ free, as every graded quarter](https://pricedin.markets/noc/fq3-2026/result/)

For subscribers

[After the call · Q3 2026 → Next quarter's and this year's sales after the call, new beside old.](https://pricedin.markets/noc/fq3-2026/after-call/) [Full forecast → Sales for every quarter and year ahead, line by line.](https://pricedin.markets/noc/fq4-2026/forecast/)

[How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/noc/company/)

[TSLA Tesla reported **21 Oct**](https://pricedin.markets/tsla/) [Quarter forecast · Q4 2026 → $29.4B sales $0.50 adjusted EPS free, line by line, 6 forecasters](https://pricedin.markets/tsla/fq4-2026/preview/) [Release review · Q3 2026 → sales miss −2.6% adjusted EPS beat +4¢ free, as every graded quarter](https://pricedin.markets/tsla/fq3-2026/result/)

For subscribers

[After the call · Q3 2026 → Next quarter's and this year's sales after the call, new beside old.](https://pricedin.markets/tsla/fq3-2026/after-call/) [Full forecast → Sales for every quarter and year ahead, line by line.](https://pricedin.markets/tsla/fq4-2026/forecast/)

[How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/tsla/company/)

[BE Bloom Energy reported **22 Oct**](https://pricedin.markets/be/) [Quarter forecast · Q4 2026 → $1.48B sales $1.14 adjusted EPS free, line by line, 6 forecasters](https://pricedin.markets/be/fq4-2026/preview/) [Release review · Q3 2026 → sales beat +12.0% adjusted EPS beat +18¢ free, as every graded quarter](https://pricedin.markets/be/fq3-2026/result/)

For subscribers

[After the call · Q3 2026 → Next quarter's and this year's sales after the call, new beside old.](https://pricedin.markets/be/fq3-2026/after-call/) [Full forecast → Sales for every quarter and year ahead, line by line.](https://pricedin.markets/be/fq4-2026/forecast/)

[How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/be/company/)

[GOOGL Alphabet reported **28 Oct** Free in full](https://pricedin.markets/googl/) [Quarter forecast · Q4 2026 → $143B sales $3.01 adjusted EPS line by line, 6 forecasters](https://pricedin.markets/googl/fq4-2026/preview/) [Release review · Q3 2026 → sales miss −0.1% adjusted EPS miss −27¢](https://pricedin.markets/googl/fq3-2026/result/) [After the call · Q3 2026 → Q4 2026 $142.6B was $142.7B FY2026 $499.8B was $500.0B sales after the call, beside the forecast before, and why](https://pricedin.markets/googl/fq3-2026/after-call/) [Full forecast → Q4 2026 $143B Q1 2027 $141B FY2026 $500B FY2027 $621B FY2028 $743B sales by quarter and year](https://pricedin.markets/googl/fq4-2026/forecast/) [How the company works → What it sells, how it makes money, and the anatomy of the extremes.](https://pricedin.markets/googl/company/)

Forecast soon · 27 names ADM Archer-Daniels-Midland · AMD · 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

Email me each forecast and grade, when each company reports.

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How it works

Five 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 five 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.