The upcoming first full week of December, commencing with Cyber Monday, will feature a concentrated schedule of earnings releases from key sectors. Although the overall volume of reports remains light, investors will receive significant quarterly updates from major names across enterprise software, cybersecurity, and cloud infrastructure names, as well as key grocery and discount chains.
Leading the tech lineup are Salesforce (CRM), Snowflake (SNOW), CrowdStrike (CRWD), Okta (OKTA), Marvell Technology (MRVL), DocuSign (DOCU), C3.ai (AI), Hewlett Packard Enterprise (HPE), UiPath (PATH), GitLab (GTLB), MongoDB (MDB), Pure Storage (PSTG), SentinelOne (S), ChargePoint (CHPT), and Credo Technology (CRDO) – offering a broad read on AI momentum, cloud spending, and enterprise IT budgets to close out the year.
On the consumer side, Dollar General (DG), Dollar Tree (DLTR), Macy’s (M), and Ulta Beauty (ULTA) will provide insight into holiday-season demand, while grocery giant Kroger (KR) highlights shifts in food inflation and purchasing trends. Hormel adds perspective from the staples category.
North America’s banking sector rounds out the week with updates from Royal Bank of Canada (RY), TD Bank (TD), Bank of Nova Scotia (BNS), and Bank of Montreal (BMO), – key indicators of credit health, loan growth, and macro stability heading into 2025.
Below is a rundown of major earnings reports due in the week of December 1 to December 5:
Monday, December 1
MongoDB (MDB)
MongoDB (MDB) is slated to report FQ3 earnings on Wednesday after the close, with analysts expecting 12% Y/Y revenue growth but a 32% drop in profits.
Seeking Alpha’s Quant Rating sits at Hold due to valuation concerns, while Wall Street remains broadly bullish, as the stock has surged 40% so far in 2025, showing strong investor confidence.
SA contributor Amrita Roy notes that MongoDB has rallied sharply on strong Q2 results and renewed investor confidence but believes the current valuation already prices in much of the company’s growth potential. With new CEO Chirantan Desai taking over, she highlights the importance of updates on Atlas momentum, enterprise customer expansion, and forward guidance, assigning a Hold rating and a $316 price target until clearer visibility emerges.
By contrast, SA contributor The Alpha Analyst maintains a Sell rating, arguing that MongoDB’s valuation remains disconnected from fundamentals despite a 91% surge. While AI-driven adoption and the rollout of vector search have strengthened the narrative, he contends that revenue growth and margins do not justify current levels, placing fair value closer to $250—roughly 30% below the market. He recommends a risk-managed Sell approach through profit-taking or put options as sentiment continues to outpace the underlying business.
- Consensus EPS Estimates: $0.79
- Consensus Revenue Estimates: $593.44M
- Earnings Insight: MDB has beaten revenue and EPS expectations in 8 straight quarters.
Also reporting: Simulations Plus (SLP), Cango (CANG), Credo Technology Group Holding (CRDO), and more.
Tuesday, December 2
CrowdStrike (CRWD)
Austin-based cybersecurity company CrowdStrike (CRWD) is due to post its Q3 financial update after the bell on Tuesday.
The company recently secured FedRAMP High Authorization, expanding eligibility for its Charlotte AI capabilities across federal, state, and local government agencies through Falcon on GovCloud, a milestone expected to boost public-sector adoption.
Earlier this month, Wedbush raised its price target to $600 from $525, citing strong field momentum, accelerating demand for Falcon’s expanding modules, and AI-driven tailwinds. Analysts led by Daniel Ives highlighted robust trends in Cloud, Identity, LogScale, Data Protection, and Charlotte AI, arguing that the Street is underestimating CrowdStrike’s potential as a key beneficiary of AI-driven cybersecurity demand. In a bull-case scenario, Wedbush sees shares reaching $700+ over the next year.
Despite the optimism, Seeking Alpha’s Quant Rating assigns a Hold, reflecting elevated valuation concerns as opposed to Sell Side’s Buy recommendation to the stock, which has risen over 47% in 2025.
SA Investing Group leader Stone Fox Capital remains firmly bearish, calling CRWD a Strong Sell. He argues the stock is riding AI enthusiasm rather than fundamentals, noting that revenue growth has slowed to just 21% post-IT outage and that consensus expects only ~20% revenue and ~1% EPS growth for FQ3’26. Long-range ARR targets of $20B by FY36 imply growth that, in his view, does not justify current multiples.
On the other side, SA contributor Amrita Roy reiterates a Buy with a raised $665 target, pointing to accelerating Net New ARR, stronger Falcon Flex adoption, and increasing operating leverage. She believes CrowdStrike’s unified platform, customer expansion, and cybersecurity consolidation trends continue to support premium valuation multiples, though she recommends mindful position sizing given the recent run-up.
- Consensus EPS Estimates: $0.93
- Consensus Revenue Estimates: $1.22B
- Earnings Insight: The company has exceeded EPS expectations in 8 consecutive quarters, missing revenue estimates in just one quarter.
Also reporting: Marvell Technology Group (MRVL), Okta (OKTA), Bank of Nova Scotia (BNS), Asana (ASAN), Pure Storage (PSTG), Box (BOX), American Eagle Outfitters (AEO), Signet Jewellers (SIG), United Natural Foods (UNFI), GitLab (GTLB), and more.
Wednesday, December 3
Salesforce (CRM)
San Francisco-based Salesforce (CRM) is set to announce its Q3 results after the market closes on Wednesday. Analysts expect ~9% Y/Y revenue growth and a ~19% increase in profit, marking another quarter of steady execution despite macro uncertainty.
Market sentiment remains divided for the stock, which is down roughly 32% YTD.
While Wall Street remains largely bullish with Buy ratings, Seeking Alpha’s Quant system continues to sit at Hold.
SA contributor Jia Ming Eow maintains a Hold, pointing to growing skepticism that generative AI could erode Salesforce’s core workflow automation advantage. With AI chatbots and LLMs increasingly capable of handling tasks previously tied to traditional CRM workflows, investors worry that Salesforce’s leadership position may weaken. The company is betting heavily on Agentforce to stay ahead, but questions about adoption timing and execution leave the growth outlook uncertain.
On the more bullish end of the spectrum, SA author The J Thesis reiterates a Strong Buy with a $292 price target, implying about 20% upside. They highlight Salesforce’s durable double-digit growth in the prior quarter, strong margins, expanding AI-driven capabilities, and shareholder-friendly capital allocation. Despite recent underperformance, they argue that CRM still trades at a discounted rate to peers and remains well-positioned for long-term expansion.
- Consensus EPS Estimates: $2.87
- Consensus Revenue Estimates: $10.27B
- Earnings Insight: CRM has exceeded EPS estimates in 7 of the past 8 quarters, missing revenue expectations only twice in that span.
Also reporting: Snowflake (SNOW), Royal Bank of Canada (RY), C3.ai (AI), Macy’s (M), UiPath (PATH), Dollar Tree (DLTR), THOR Industries (THO), Five Below (FIVE), and more.
Thursday, December 4
Kroger (KR)
Kroger (KR) is set to release its FQ3 results before the market opens on Thursday, with investors watching closely to see how the grocer is managing cost pressures and evolving consumer spending patterns.
Recent strategic moves have strengthened its competitive position, most notably the expanded partnership with Uber Eats (UBER), which now includes more store locations, extended free trials for both Kroger Boost and Uber One members, and seamless integration of Uber’s restaurant selection directly into the Kroger app. The collaboration is designed to deepen customer engagement and drive higher retention across delivery and pickup channels.
Both Wall Street analysts and Seeking Alpha’s Quant system maintain a Buy on KR.
SA contributor IWA Research also reiterates a Buy, citing strong fundamentals and long-term growth catalysts. Kroger continues to benefit from robust free cash flow, effective cost-cutting initiatives, and rising private-label penetration, key drivers of stability in a competitive and low-margin industry. While the company faces risks including intensifying pressure from discount grocers, legal complexities following the failed Albertsons acquisition, and leadership transitions, the broader setup remains favorable.
Valuation is appealing, with the stock trading around 15x P/FCF, and KR stands to gain from potential rate cuts, ongoing e-commerce expansion, and continued loyalty-program growth.
- Consensus EPS Estimates: $1.03
- Consensus Revenue Estimates: $34.24B
- Earnings Insight: The company has topped EPS estimates in the past 8 quarters and revenue estimates 3 times in those reports.
Also reporting: DocuSign (DOCU), Hewlett Packard Enterprise (HPE), ChargePoint Holdings (CHPT), TD Bank Group (TD), ULTA Beauty (ULTA), Dollar General (DG), Bank of Montreal (BMO), Hormel Foods (HRL), Stitch Fix (SFIX), Canadian Imperial Bank of Commerce (CM), SentinelOne (S), and more.
Friday, December 5
The trading week is set to conclude quietly, with only a few earnings reports scheduled for the pre-market hours, including Victoria’s Secret & Co. (VSCO), KNOT Offshore Partners LP (KNOP), and Tuniu Corporation (TOUR).