Previews

Adobe Q2 Preview: Stock Near 7-Year Low, Market Expert Says Investors Want Proof 'AI Is A Tailwind'

Chris Katje — Wed, 10 Jun 2026 19:25:44 +0000

Adobe Inc (NASDAQ:ADBE) looks to win over investors when the company reports second-quarter financial results Thursday after market close.

Here are the earnings estimates, what experts are saying ahead of the report and key items to watch.

Adobe Q2 Earnings Estimates

Analysts expect Adobe to report second-quarter revenue of $6.45 billion, up from $5.87 billion in last year's second quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in 13 straight quarters.

Analysts expect Adobe to report second-quarter earnings per share of $5.60, up from $5.06 in last year's second quarter.

The company has beaten analyst estimates for earnings per share in 17 straight quarters.

Previous guidance from the company after first-quarter results calls for second-quarter revenue to be in a range of $6.43 billion to $6.48 billion. The company also guided for earnings per share to be in a range of $5.80 to $5.85.

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What Experts Are Saying

Freedom Capital Markets Chief Market Strategist Jay Woods reminds investors that Adobe stock has traded lower after nine of its last 11 earnings reports.

"Investors ...

Full story available on Benzinga.com

Lennar Q2 Preview: Buffett's Homebuilder Pick Looks To Reverse Recent Earnings Misses

Chris Katje — Wed, 10 Jun 2026 17:07:46 +0000

Homebuilder Lennar Corp (NYSE:LEN) reports second-quarter financial results Thursday after market close and looks to reverse recent downside for the stock.

Here are the earnings estimates and key items to watch.

Lennar Q2 Earnings Estimates

Analysts expect Lennar to report second-quarter revenue of $8.08 billion, down from $8.38 billion, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in six of the last 10 quarters, but missed estimates in the most recently reported first quarter.

Analysts expect Lennar to report second-quarter earnings per share of $1.24, down from $1.90 in last year's second quarter.

The company has missed analyst estimates for earnings per share in four straight quarters and missed estimates in five of the last 10 quarters overall.

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Key Items to Watch

Among the people ...

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Oracle Stock Recovery Setup: What It Takes To Reclaim All-Time Highs

Erica Kollmann — Wed, 10 Jun 2026 16:40:48 +0000

Oracle Corp. (NYSE:ORCL) has staged one of the more impressive recoveries in mega-cap tech stocks this year — up roughly 50% from its April lows — yet it still has a long road back to its best levels.

Shares trade at $204.26 as of Wednesday morning, sitting 41% below the $345.72 52-week high, per Benzinga Pro data. Investors will find out Wednesday afternoon whether Q4 earnings can accelerate the climb.

ORCL stock is moving ahead of earnings. Watch the price action here.

The analyst community is largely on board with Oracle moving higher. The average price target sits at $273.77, implying 34% upside from current levels.

The most bullish voice on the Street — BTIG’s John DiFucci — holds a $400 target, which would represent 96% upside from Wednesday's price.

Even the most cautious bull, RBC Capital’s Rishi Jaluria, prices the stock at $190 with a Sector Perform rating.

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Oracle Q4 Preview: Stock Up 50% Since April Lows, Market Expert Sees All-Time Highs Ahead

Chris Katje — Tue, 09 Jun 2026 18:04:56 +0000

Oracle Corporation (NYSE:ORCL) stock looks to regain momentum when the company reports fourth-quarter financial results on Wednesday after market close.

Here are the earnings estimates, what experts are saying ahead of results and key items to watch.

Oracle Q4 Earnings Estimates

Analysts expect Oracle to report Q4 revenue of $19.09 billion, up from $15.90 billion a year earlier, according to data from Benzinga Pro.

The company has topped revenue estimates in just three of the past 10 quarters, including the most recent third quarter. Its current record is $17.19 billion, set in Q3, with expectations calling for a new high this quarter.

For earnings, analysts project EPS of $1.89 versus $1.70 a year ago. Oracle has beaten EPS estimates in four consecutive quarters and in eight of the last 10.

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What Experts Are Saying

Freedom Capital Markets Chief Market Strategist Jay Woods said Oracle stock could finally be turning around, with a rally of more than 50% ...

Full story available on Benzinga.com

Chewy Q1 Preview: Stock Hovers Near 2‑Year Lows, Wall Street Cuts Targets Ahead Of Earnings

Chris Katje — Tue, 09 Jun 2026 17:44:02 +0000

Ecommerce pet care company Chewy Inc (NYSE:CHWY) looks to improve on its falling share price with first-quarter financial results set for Wednesday before market open.

Here are the earnings estimates, analyst ratings, and key items to watch.

Chewy Q1 Earnings Estimates

Analysts expect Chewy to report first-quarter revenue of $3.35 billion, up from $3.12 billion in last year's first quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in five straight quarters and in seven of the last 10 quarters overall.

Analysts expect Chewy to report first-quarter earnings per share of 39 cents, up from 35 cents per share in last year's first quarter.

The company has beaten analyst estimates for earnings per share in five straight quarters and in nine of the last 10 quarters overall.

Guidance from the company after fourth-quarter results called for first-quarter earnings per share in a range of 40 cents to 45 cents per share and revenue in a range of $3.33 billion to ...

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Oracle's Cloud Could Accelerate To 94% Growth In Q4 As Capacity Ramps

Priya Nigam — Tue, 09 Jun 2026 15:34:53 +0000

Oracle Corp (NYSE:ORCL) is scheduled to report its fourth quarter results for fiscal 2026 on Wednesday, June 10.

The results are likely to show Cloud growth inflection, with incremental data center capacity coming online, according to BofA Securities.

The Oracle Analyst: Analyst Tal Liani maintained a Buy rating, while raising the price target from $200 to $240.

The Oracle Thesis: New data center capacity becoming available is likely to have enabled more revenue recognition from the company's RPOs (remaining performance obligations), Liani said in the note.

Check out other analyst stock ratings.

He expects Oracle's Cloud PaaS/IaaS to grow 94% year-on-year in the fourth quarter of fiscal 2026, accelerating from 84% in the previous quarter.

"We see Cloud margins and new compute deal announcements as increasingly important areas of focus as the Cloud segment becomes a larger portion of revenue," the analyst wrote. He further stated ...

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Ingredion To Acquire Tate & Lyle For $5 Billion In All-Cash Deal

Akanksha Bakshi — Mon, 08 Jun 2026 12:41:46 +0000

On Monday, Ingredion Inc. (NYSE:INGR) announced a recommended all-cash acquisition of Tate & Lyle PLC valued at about 3.7 billion pounds ($5 billion), expanding its specialty ingredients business.

The deal broadens Ingredion’s portfolio in texturants, sugar reduction, and fortification while adding capabilities in multi-ingredient systems and recipe development. It also expands the company’s reach across a wider range of food and beverage applications.

Tate & Lyle shareholders will receive 595 pence per share, a roughly 59% premium to the May 13, 2026, closing price, plus certain dividends.

Synergies, Financing, and Deal Timeline

Ingredion expects the transaction to generate about $130 million in annual cost synergies by 2030 and to be accretive to adjusted EPS in the first full year after closing. One-time integration costs are projected at about $175 million.

The deal, which has unanimous board backing from both companies, is expected to close in the second half of 2027, subject to shareholder and regulatory approvals.

Ingredion plans to fund the acquisition through existing cash, new debt, and a committed bridge financing facility. The company expects leverage to decline to about 2.5 times net debt-to-adjusted EBITDA within 18 months after closing.

Ingredion said it has secured an irrevocable undertaking from Huber Equity Corporation ...

Full story available on Benzinga.com

Lululemon Q1 Preview: Stock At Seven-Year Low, Analysts See Minimal Upside

Chris Katje — Wed, 03 Jun 2026 17:54:08 +0000

Apparel company Lululemon Athletica Inc (NASDAQ:LULU) has struggled over the past year. The company looks to show signs of improvement with first-quarter financial results coming Thursday after market close.

Here are the earnings estimates, analyst ratings and key items to watch.

Lululemon Q1 Earnings Estimates

Analysts expect Lululemon to report first-quarter revenue of $2.44 billion, up from $2.37 billion a year earlier, according to Benzinga Pro.

The company has topped revenue estimates in each of the past two quarters and in eight of the last 10 quarters overall.

Analysts expect first-quarter earnings of $1.68 per share, down from $2.60 per share a year ago.

Lululemon has beaten earnings estimates for more than 20 consecutive quarters.

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Analyst Ratings On Lululemon Stock

Analysts have a consensus Neutral rating and price target of $186, with price targets ranking from $130 to $280.49. Here are recent analyst ratings on Lululemon stock and their price targets:

Evercore ISI ...

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CrowdStrike Q1 Preview: Dan Ives Says AI Accelerates Companies' Need For Cybersecurity

Chris Katje — Tue, 02 Jun 2026 22:41:53 +0000

Cybersecurity giant CrowdStrike Holdings (NASDAQ:CRWD) could highlight the growth of the sector when the company reports first-quarter financial results on Wednesday after market close.

Here are the earnings estimates, what analysts are saying ahead of the report and the key items to watch.

• CrowdStrike Holdings stock is challenging resistance. Why are CRWD shares at highs?

CrowdStrike Q1 Earnings Estimates

Analysts expect CrowdStrike to report first-quarter revenue of $1.36 billion, up from $1.10 billion, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in three straight quarters and in nine of the past 10 quarters overall.

Analysts expect CrowdStrike to report first-quarter earnings per share of 88 cents, up from 73 cents per share year-over-year.

The company has beaten analyst estimates for earnings per share in more than 20 straight quarters.

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What CrowdStrike Analysts Are Saying

Wedbush analyst Dan Ives expects strong earnings from CrowdStrike, with the company having a large scale and ability to widen ...

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Macy's Q1 Preview: Berkshire Stake Adds To High Expectations With Stock Near 3-Year Highs

Chris Katje — Tue, 02 Jun 2026 18:23:01 +0000

Macy's Inc (NYSE:M) will look to extend its turnaround efforts on Wednesday as investors await first-quarter results before market open that show a return to modest sales growth.

Analysts expect the department store giant to report Q1 revenue of $4.61 billion, essentially flat with the $4.6 billion reported a year earlier, according to Benzinga Pro. Macy’s has topped Wall Street revenue estimates in each of the last four quarters and in six of the past 10.

But earnings are projected to come in at 2 cents per share, down from 16 cents per share in the year-ago quarter. Despite the expected decline, Macy’s has beaten analyst earnings estimates for 19 consecutive quarters.

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Key Items to Watch

More attention could be placed on Macy's for this quarter than in recent quarters, thanks to a new investor.

Berkshire Hathaway

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Broadcom Q2 Preview: Stock 'May As Well Be' Member Of Magnificent Seven, Market Expert Sees Path To $500

Chris Katje — Tue, 02 Jun 2026 17:41:52 +0000

Broadcom Inc (NASDAQ:AVGO) could show growing market share and backlog when the company reports second-quarter financial results on Wednesday after market close.

Here are the earnings estimates, what experts are saying ahead of the report and the key items to watch.

• Broadcom shares are testing new highs. What’s driving AVGO to record levels?

Broadcom Q2 Earnings Estimates

Analysts expect Broadcom to report second-quarter revenue of $22.1 billion, up from $15 billion in last year's second quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in five straight quarters and in eight of the past 10 quarters overall.

Analysts expect Broadcom to report second-quarter earnings per share of $2.32, up from $1.58 in last year's second quarter.

The company has beaten analyst estimates for earnings per share in more than 20 straight quarters.

What Experts Are Saying About Broadcom Stock

JPMorgan analyst Harlan Sur reiterated an Overweight rating on Broadcom with a price target of $500 ahead of earnings.

The analyst said the company maintains its lead in AI networking silicon and is likely one to two steps ahead of competitors.

"We believe Broadcom's Ethernet networking silicon powers the largest AI clusters for Google, Amazon, Meta, Alibaba, Oracle, ByteDance, and Tencent — and now Anthropic TPU clusters and OpenAI ASIC clusters," Sur said.

The analyst said Broadcom's AI networking silicon revenue could more than double in fiscal 2027.

Freedom Capital Markets Chief Market Strategist Jay Woods said Broadcom is becoming one of the largest stocks in the world and likewise, a large weighting in some of the key market ...

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Hewlett Packard Enterprise Earnings: Can It Ride Dell's AI Wave?

Erica Kollmann — Mon, 01 Jun 2026 18:17:04 +0000

Hewlett Packard Enterprise Co. (NYSE:HPE) reports second-quarter results tonight after the bell, and the timing couldn’t be more electric.

Shares are already surging 6.92% on the day, trading at $46.05 — nearly kissing a new 52-week high of $46.40 — as investors front-run what they hope will be a repeat of Dell Technologies Inc. (NYSE:DELL) blockbuster print last Thursday.

HPE stock is climbing ahead of earnings. See the price action here.

Dell's Q1 Blowout

Dell’s first quarter FY2027 results were the talk of Wall Street last week, with the company posting $4.86 in EPS against a consensus of $2.94 and reporting AI-optimized server revenue up 342% year-over-year to $9 billion in a single quarter.

The AI infrastructure supercycle is clearly real — and now the market wants to know whether HPE can stake its own claim.

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The consensus for HPE’s ...

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