Go beyond the consensus and become a better stock picker with Earnings Whisper numbers, investor sentiment, and proprietary research and tools to help you capture the Post-Earnings Announcement Drift (PEAD) and outperform the overall stock market. Plus, get the most accurate earnings dates, earnings news, and insights into how stocks react before
and after earnings.
The most anticipated earnings releases for the week beginning October 14, 2026 are
ASMLASMLTSMTaiwan Semiconductor ManufacturingBACBank of AmericaNFLXNetflixMSMorgan Stanley
The market's true earnings expectation — and why beating the consensus estimate isn't enough.
Analysts update their models constantly, but they rarely publish every revision.
The Earnings Whisper® number captures what they actually expect — and
across two decades and more than 144,000 published numbers,
it has landed closer to actual reported earnings than the published consensus
69.7% of the time. Consequently, there is
no statistical benefit to beating the consensus estimate.
Average day-of move, since February 1999.
Companies that beat the Whisper closed higher by an average of 1.9%.
Those that cleared the published estimate but fell short of the Whisper closed
lower 55.0% of the time. There is no
statistical benefit to beating the consensus estimate — only the Whisper.
Macro data is positive, guidance and estimates are rising, early earnings results have been strong, and the yield curve is holding steady. The question is whether the banks confirm that borrowers are still healthy.
TSMTaiwan Semiconductor Manufacturingis confirmed to report Thursday, October 15, before the open.
TSMC Must Prove Its AI Boom Can Outrun N2 Margin Dilution as Expectations Climb
TSMC enters its third-quarter report with an awkward kind of problem: demand is so strong that the costs of meeting it are starting to show up in the margin line. Management raised its full-year growth target for the third straight quarter last time and called AI demand essentially insatiable. It also warned that the steep ramp of its N2 process would pull gross margin lower. The October 15 release, due before the open, is the first real test of whether revenue momentum can absorb that dilution without disappointing a market that has already priced in a great deal of good news.
The Street is looking for earnings of $4.45 per share on revenue of $45.65 billion. That would mean growth of roughly 52% in earnings and 38% in revenue from a year ago, an exceptional pace for a company of this size. Management guided to revenue of $44.6 billion to $45.8 billion. When that range was issued, consensus sat well below it, near $42.6 billion. Analysts have since chased the number up to the top of the range. In other words, a result merely at the midpoint would now look like a soft quarter. TSMC has a habit of landing at or above the upper end, but the cushion is thinner than usual.
Home BancShares (HOMB) reported earnings of $0.65 per share on revenue of $381.34 million for the third quarter ended September 2026. The consensus earnings estimate was $0.64 per share on revenue of $293.00 million. The company beat consensus estimates by 1.56% while revenue grew 1.68% on a year-over-year basis.
Home BancShares Inc through its wholly owned community bank subsidiary, Centennial Bank provides commercial and retail banking and related financial services to businesses, real estate developers and investors, individuals and municipalities.
Comtech Telecommunications (CMTL) reported a loss of $0.04 per share on revenue of $66.23 million for the fiscal fourth quarter ended July 2026. The consensus estimate was a loss of $0.35 per share on revenue of $109.30 million. The company beat consensus estimates by 88.57% while revenue fell 49.20% compared to the same quarter a year ago.
Comtech Telecommunications Corp is engaged in designing, developing, producing and marketing products, systems and services for advanced communications solutions.
Equity Bancshares (EQBK) reported earnings of $1.40 per share on revenue of $119.87 million for the third quarter ended September 2026. The consensus earnings estimate was $1.31 per share on revenue of $84.69 million. The Earnings Whisper number was $1.36 per share. The company beat expectations by 2.94% while revenue grew 19.90% on a year-over-year basis.
Equity Bancshares, Inc. is the holding company for Equity Bank, offering a full range of financial solutions, including commercial loans, consumer banking, mortgage loans, trust and wealth management services and treasury management services, while delivering the high-quality, relationship-based customer service of a community bank.
XMTR
21.0% since the report
1.7% above its post-earnings high
Trusted Earnings Research Since 1998
For more than 25 years, investors and financial professionals have used
Earnings Whispers to look beyond consensus estimates and better understand
the expectations driving stock prices around earnings.
