Despite a relatively light earnings calendar, the upcoming earnings week will offer investors a broad look across multiple sectors, from technology and EVs to retail, mining, and biotech, as several notable companies report results.
Market participants will watch updates from Chinese EV makers such as NIO Inc. (NIO) and Li Auto Inc. (LI), alongside enterprise tech leaders including Oracle (ORCL), Adobe (ADBE), and Hewlett Packard Enterprise (HPE), as investors assess demand trends in cloud, AI, and enterprise software. Automation platform provider UiPath (PATH) and cybersecurity firm SentinelOne (S) will also draw attention for insights into corporate technology spending.
Elsewhere, clean-energy and alternative fuel stocks such as FuelCell Energy (FCEL), Ballard Power Systems (BLDP), and AeroVironment (AVAV) are expected to provide updates on project pipelines and demand trends. Industrial and additive manufacturing player 3D Systems Corporation (DDD) will also be in focus as investors evaluate the pace of recovery in advanced manufacturing.
In commodities and precious metals, results from Wheaton Precious Metals (WPM), Franco-Nevada Corporation (FNV), and Uranium Energy (UEC) will offer insight into the resource sector amid fluctuating metal prices and ongoing demand for energy transition materials.
The consumer space will also be active, with retailers such as Dollar General Corporation (DG), Ulta Beauty (ULTA), DICK’S Sporting Goods (DKS), Kohl’s Corporation (KSS), and apparel subscription company Stitch Fix (SFIX) reporting results that could shed light on consumer spending patterns. Food producer The Campbell’s Company (CPB) will provide another perspective on staple demand and pricing.
Meanwhile, shipping operator ZIM Integrated Shipping Services (ZIM), homebuilder Lennar (LEN), automaker Volkswagen AG (VWAGY), and fintech platforms such as Futu Holdings Limited (FUTU) and OppFi (OPFI) will provide additional cross-sector signals.
Biotech names including BioNTech SE (BNTX) and Vaxart (VXRT), along with cannabis company SNDL (SNDL) and legacy internet firm Groupon (GRPN), round out a diverse reporting calendar.
With companies spanning technology, consumer, energy, and healthcare, the week’s results could offer a fresh gauge of corporate demand trends and the broader economic backdrop heading into the next quarter.
Below is a rundown of major quarterly updates anticipated in the week of March 9 to March 13:
Monday, March 9
FuelCell Energy (FCEL)
FuelCell Energy (FCEL) is scheduled to report its fiscal first-quarter results before the market opens on Monday. Analysts expect revenue to more than double year over year, while earnings per share are projected to improve by over 50%.
The stock has shown some recovery momentum, rising more than 8% so far in 2026 and nearly 28% over the past 12 months.
Seeking Alpha’s Quant Rating system assigns FCEL a Hold rating, broadly aligning with Wall Street analysts, though concerns remain around profitability.
Despite upbeat fourth-quarter results, Seeking Alpha investing group leader Henrik Alex maintains a Sell rating. He notes that gross margins remain in negative territory and the company continues to burn significant amounts of cash. He also points to continued shareholder dilution, with outstanding FCEL shares increasing by more than 50% on a quarter-over-quarter basis.
While FCEL management has highlighted opportunities tied to AI data centers, larger rival Bloom Energy is viewed as offering a stronger solution in this market. Given the limited prospects for competing effectively with Bloom Energy in the AI data center segment and the ongoing dilution of common shareholders, Alex reiterated his Sell rating on FCEL shares.
- Consensus EPS Estimates: -$0.67
- Consensus Revenue Estimates: $42.21M
- Earnings Insight: The company has exceeded revenue and EPS estimates in 5 of the past 8 quarters.
Also reporting 3D Systems (DDD), Hewlett Packard Enterprise (HPE), ZIM Integrated Shipping Services (ZIM), Vail Resorts (MTN), Yext (YEXT), Coherus Biosciences (CHRS), Casey’s General Stores (CASY), Fluent (FLNT), Stereotaxis (STXS), FreightCar America (RAIL), and more.
Tuesday, March 10
Oracle (ORCL)
Oracle Corporation (ORCL) is set to report fiscal Q3 results after the market closes on Tuesday, with analysts expecting revenue to rise about 20% Y/Y and profits to jump roughly 16%.
In a recent development, the company is reportedly planning to cut thousands of jobs as it ramps up spending on AI-focused data center expansion. The layoffs could affect multiple divisions and may begin as soon as this month, with some roles potentially replaced by AI-driven automation.
In late February, Oppenheimer & Co. upgraded the stock to Outperform from Perform and set a price target of $185. Analysts led by Brian Schwartz said the call may be early as Oracle transitions into a more capital-intensive AI infrastructure business, but they see favorable risk/reward after the stock’s valuation multiples have more than halved since September.
Seeking Alpha’s Quant Rating remains cautious with a Hold, citing valuation concerns, while Wall Street analysts maintain a consensus Buy.
Among Seeking Alpha contributors, Trapping Value rates the stock a Hold, noting Oracle’s sharp drawdown following its 52-week high and expressing skepticism over heavy investment in AI data-center capacity.
Conversely, JR Research upgraded the stock to Strong Buy, arguing it is forming a long-term bottom near its 2025 lows. The analyst highlighted strong demand for Oracle’s recent $25B bond sale and the company’s $500B+ remaining performance obligation backlog, including about $300B tied to OpenAI. Despite negative free-cash-flow expectations through 2029, the AI infrastructure buildout and compressed valuation below 20× forward earnings could attract long-term buyers.
- Consensus EPS Estimates: $1.70
- Consensus Revenue Estimates: $16.91B
- Earnings Insight: Oracle has exceeded EPS in 4 of the past 8 quarters and revenue in only 2 of those reports.
Also reporting: NIO (NIO), BioNTech (BNTX), Kohl’s (KSS), Groupon (GRPN), Franco-Nevada (FNV), Uranium Energy (UEC), AeroVironment (AVAV), Shoulder Innovations (SI), Sutter Rock Capital (SSSS), United Natural Foods (UNFI), Esperion Therapeutics (ESPR), and more.
Wednesday, March 11
UiPath (PATH)
UiPath (PATH) is set to release its Q4 results after the market closes on Wednesday, with analysts expecting revenue to grow about 10% Y/Y while profits are projected to decline modestly.
Effective Jan. 2, 2026, the company replaced Synovus Financial (SNV) in the S&P MidCap 400 index.
Just days ahead of the earnings release, Seeking Alpha’s Quant Rating system turned cautious, downgrading the stock from Buy to Hold, while Wall Street analysts maintain a Hold consensus.
Meanwhile, Seeking Alpha Investing Group Leader Daniel Sereda rates the stock a Buy, arguing that UiPath remains attractively valued following a roughly 24% share price decline, with macro and AI-related concerns appearing overstated given the company’s recent performance.
UiPath reported about 16% Y/Y revenue growth in Q3 and delivered its first-ever profitable Q3 EBIT, alongside solid annual recurring revenue expansion. Management has also guided for continued ARR and sales growth in Q4, supported by a strong track record of beating both guidance and consensus expectations.
Sereda sees roughly 56% upside to $16.72 per share if UiPath delivers another earnings and revenue beat, supported by strategic acquisitions and expansion across new industry verticals.
- Consensus EPS Estimates: $0.25
- Consensus Revenue Estimates: $464.81M
- Earnings Insight: The company has exceeded EPS consistently in all the past 8 quarters and missed revenue estimates just once in that span.
Also reporting: Stitch Fix (SFIX), Campbell Soup (CPB), Bumble (BMBL), CuriosityStream (CURI), Petco Health and Wellness Company (WOOF), Fossil (FOSL), MariMed (MRMD), Stellus Capital Investment Corporation (SCM), and more.
Thursday, March 12
Adobe (ADBE)
Adobe (ADBE) is set to report FQ1 earnings on Thursday after the market closes, with analysts expecting both revenue and EPS to grow Y/Y.
Seeking Alpha’s Quant Rating maintains a Hold, while Wall Street analysts remain more bullish with a Buy consensus.
In early February, Piper Sandler downgraded Adobe to Neutral from Overweight, cutting its price target to $330 from $479.
Seeking Alpha contributor Johnny Zhang upgraded the stock to Strong Buy ahead of the report, arguing that valuation has compressed to around 11.5× forward non-GAAP P/E, nearly 50% lower than when he last rated the stock, largely due to fears of SaaS disruption.
In its latest Q4 results, Adobe posted resilient ARR and RPO growth and ended with about $385M in net cash. Free cash flow margin reached 41.4% in FY2025, with FCF expected to grow about 9.6% YoY in FY2026, bringing the forward P/FCF to roughly 10.2×.
Zhang notes that to avoid a sharp post-earnings selloff, Adobe will need to demonstrate stronger agentic AI integration and raise both revenue and EPS guidance.
Meanwhile, Seeking Alpha author A. J. Button views Adobe as one of the optically cheapest large-cap tech stocks, trading near 12.4× earnings, but cautions that the company faces intensifying competition from platforms such as Canva, Figma, and Apple Inc., which could pressure its long-standing dominance in creative software.
- Consensus EPS Estimates: $5.87
- Consensus Revenue Estimates: $6.28B
- Earnings Insight: Adobe has exceeded EPS and revenue consistently in all the past 8 quarters.
Also reporting: Wheaton Precious Metals (WPM), Inovio Biomedical (INO), Sundial Growers (SNDL), Li Auto (LI), Ballard Power Systems (BLDP), ULTA Beauty (ULTA), Dollar General (DG), Vaxart (VXRT), Lennar (LEN), Vuzix (VUZI), DICK’S Sporting Goods (DKS), Eastman Kodak (KODK), Nektar Therapeutics (NKTR), SentinelOne (S), Village Farms International (VFF), Futu Holdings (FUTU), EHang Holdings Limited (EH), PagerDuty (PD), and more.
Friday, March 13
The week wraps up on a lighter note, with only a handful of earnings scheduled for Friday’s pre-market session. Notable names include VEON (VEON), Buckle (BKE), and RLX Technology (RLX).