The first full week of March delivers another heavy slate of earnings, spanning AI infrastructure, cybersecurity, retail, energy, travel, and speculative growth themes.
From semiconductor leaders to consumer discretionary names and commodity-sensitive producers, the lineup should offer investors a broad read on enterprise tech spending, household demand, capital discipline, and risk appetite as Q1 unfolds.
AI and semiconductor momentum will be front and center with updates from Broadcom (AVGO), Marvell Technology (MRVL), Credo Technology Group (CRDO), MongoDB (MDB), Veeva Systems (VEEV), Okta (OKTA), and CrowdStrike (CRWD), alongside quantum-focused names such as Rigetti Computing (RGTI) and Quantum Computing (QUBT).
Retail and consumer trends will be tested through results from Costco Wholesale (COST), Target (TGT), Best Buy (BBY), Kroger (KR), Abercrombie & Fitch (ANF), JD.com (JD), Sea Limited (SE), StoneCo (STNE), GoPro (GPRO), and cruise operator Norwegian Cruise Line Holdings (NCLH).
Energy, materials, and industrial updates from Petrobras (PBR), Canadian Natural Resources (CNQ), Sociedad Química y Minera de Chile (SQM), Plug Power (PLUG), ChargePoint Holdings (CHPT), Gevo (GEVO), Global Ship Lease (GSL), and Stratasys (SSYS) will provide signals on commodity pricing, clean energy investment, and capital spending trends.
High-growth and speculative technology names, including Archer Aviation (ACHR), AST SpaceMobile (ASTS), Riot Platforms (RIOT), Ouster (OUST), and Ocugen (OCGN), round out a week that should offer a wide-angle view on AI infrastructure demand, consumer resilience, commodity exposure, and broader market risk sentiment heading deeper into March.
Below is a rundown of major quarterly updates anticipated in the week of March 2 to March 6:
Monday, March 2
Plug Power (PLUG)
Plug Power (PLUG) is set to report Q4 earnings on Monday after market close, with analysts projecting roughly a 93% Y/Y improvement in profits on about 14% revenue growth.
The company recently entered an agreement with Stream Data Centers as part of a broader initiative aimed at generating more than $275M in liquidity improvements. Under the deal, Plug expects to receive at least $132.5M from the sale of its interest in the Project Gateway site in New York, including land, infrastructure, and related assets, allowing it to unlock value while sharpening its focus on hydrogen production and fuel cell deployment. Two additional initiatives are anticipated in 2026 to complete the targeted liquidity boost.
Shares are up approximately 14% over the past year, though sentiment remains cautious, with Seeking Alpha’s Quant Rating at Hold, broadly in line with sell-side views.
SA contributor The Alpha Analyst notes the company is shifting from “financing survival” toward improving margins and cash flow, highlighting a more than 50% sequential drop in operating cash burn in Q3 2025 to around $90M. Liquidity has improved following an equity raise and expected monetization of electricity rights, potentially extending the runway up to two years. While the electrolyzer segment is showing 30%–40% incremental contribution margins, the current scale remains insufficient to offset overall losses, keeping profitability and execution firmly in focus.
- Consensus EPS Estimates: -$0.10
- Consensus Revenue Estimates: $217.38M
- Earnings Insight: Plug Power has missed EPS estimates in 8 consecutive reports, exceeding revenue forecasts in just 3 of those quarters.
Also reporting: Plug Power (PLUG), Riot Platforms (RIOT), Norwegian Cruise Line Holdings (NCLH), MongoDB (MDB), Uniti Group (UNIT), StoneCo (STNE), Senseonics Holdings (SENS), Asana (ASAN), Sturm Ruger & Company (RGR), AST SpaceMobile (ASTS), and more.
Tuesday, March 3
CrowdStrike (CRWD)
Austin-based cybersecurity company CrowdStrike (CRWD) is due to post its Q4 financial update after the bell on Tuesday, with investor focus squarely on growth durability and valuation.
The company recently expanded its partnership with Microsoft (MSFT), enabling organizations to purchase CrowdStrike’s Falcon platform through the Microsoft Marketplace using existing Azure consumption commitments – a move that broadens distribution and deepens enterprise integration.
Channel checks from Oppenheimer suggest CrowdStrike continues to stand out, with strong partner sentiment and positive revisions to 2026 expectations. Analysts noted ongoing share gains in core endpoint security, displacement of legacy vendors, resilience against next-gen competitors, and successful cross-selling of new modules.
While sell-side firms maintain a Buy rating, Seeking Alpha’s Quant system remains at Hold due to valuation concerns.
Among contributors, JR Research recently upgraded the stock to Buy, arguing the recent selloff was overdone given Falcon’s strong adoption, expanding ARR, and strategic cloud partnerships.
In contrast, Stone Fox Capital maintains a Strong Sell, contending the stock remains overvalued at roughly 17.5x forward sales as growth slows, with AI-native competition posing longer-term risks and the potential for prolonged multiple compression.
- Consensus EPS Estimates: $1.10
- Consensus Revenue Estimates: $1.30B
- Earnings Insight: The company has exceeded EPS expectations in 8 consecutive quarters, missing revenue estimates in just one quarter.
Also reporting: Target (TGT), Sea Limited (SE), Best Buy Co. (BBY), Paysafe Group Holdings Limited (PSFE), Ross Stores (ROST), B&G Foods (BGS), Box (BOX), AutoZone (AZO), EVgo (EVGO), THOR Industries (THO), Kontoor Brands (KTB), Horizon Technology Finance (HRZN), and more.
Wednesday, March 4
Broadcom (AVGO)
Broadcom (AVGO) is set to report FQ1 results after Wednesday’s close, with analysts expecting revenue and earnings to rise more than 25% Y/Y.
The company has also signaled longer-term AI momentum, indicating it expects to sell at least 1 million chips by 2027, leveraging its stacked design technology.
Shares have climbed more than 50% over the past year. Wall Street maintains a Strong Buy consensus, while Seeking Alpha’s Quant Rating stands at Hold.
SA contributor Deep Value Investing recently downgraded the stock ahead of the print, citing fragile tech sentiment and potential margin risk. He flagged concern around management’s guided 67% adjusted EBITDA margin for Q1, particularly given rising memory prices, and questioned whether the full-cost impact was reflected in guidance. While non-AI semiconductor revenue appears flat and near-term margin pressure is a watchpoint, he believes the AI growth thesis remains intact over a 12–18 month horizon, supported by strong backlog trends and multiple XPU customers.
On the other hand, SA Investing Group Leader Envision Research sees an attractive setup for put sellers, noting declining put-call ratios and elevated implied volatility ahead of earnings. In this view, concerns about AI’s impact on Broadcom’s software business are overstated, with both hardware and software positioned for resilience. Elevated volatility could allow investors to establish positions at roughly 30x earnings with a PEG ratio near 1x.
- Consensus EPS Estimates: $2.02
- Consensus Revenue Estimates: $19.11B
- Earnings Insight: Broadcom has beaten EPS estimates in 8 consecutive quarters, missing revenue expectations just once in that period.
Also reporting: Broadcom (AVGO), ChargePoint Holdings (CHPT), Okta (OKTA), Veeva Systems (VEEV), Ocugen (OCGN), Stem (STEM), Vermilion Energy (VET), Wix.com (WIX), Bath & Body Works (BBWI), TriplePoint Venture Growth BDC (TPVG), American Eagle Outfitters (AEO), Verastem (VSTM), Abercrombie & Fitch (ANF), and more.
Thursday, March 5
Costco Wholesale (COST)
Costco Wholesale Corporation (COST) reports FQ2 results Thursday after the close, with analysts expecting steady Y/Y revenue and profit growth driven by resilient traffic and strong membership trends.
For the month of January, comps rose 7.1% (U.S. +5.8%, Canada +11.4%, International +9.5%), while e-commerce surged 34.4% and total sales climbed 9.3% to $19.5B.
Bank of America reinstated coverage with a Buy rating, highlighting Costco’s appeal to higher-income consumers in a K-shaped economy and 9–10% growth in Executive memberships, which now account for more than half of operating income. BofA believes reinvestment in price and wages supports durable market share gains and justifies its premium multiple.
Wall Street broadly rates the stock a Buy, though Seeking Alpha’s Quant system remains at Hold on valuation.
SA contributor Amrita Roy upgraded to Buy, citing defensive rotation, international expansion, digital acceleration, and stable cash flows that warrant the ~48x FY26 P/E.
Conversely, Juxtaposed Ideas maintains a Hold, pointing to stretched valuations, tariff risks, potential margin pressure into FQ3, and a limited margin of safety unless shares revisit prior trading floors.
- Consensus EPS Estimates: $4.53
- Consensus Revenue Estimates: $69.29B
- Earnings Insight: Costco has exceeded EPS expectations in 7 of the past 8 quarters, missing revenue estimates twice in that span.
Also reporting: JD.com (JD), Marvell Technology (MRVL), Kroger (KR), Petroleo Brasileiro SA Petrobras (PBR), Stratasys (SSYS), GoPro (GPRO), Gevo (GEVO), Bilibili (BILI), Victoria’s Secret (VSCO), Ciena (CIEN), Global Ship Lease (GSL), Altimmune (ALT), and more.
Friday, March 6
The week wraps up on a lighter note, with only a handful of earnings scheduled for Friday’s pre-market session. Notable names include Algonquin Power & Utilities (AQN), Drilling Tools International (DTI), EMBRAER AIR-ADR (EMBJ), Genesco (GCO), Kingstone Companies (KINS), Newlake Capital Partners (NLCP), TEN (TEN), Mammoth Energy Services (TUSK), and more.