Despite a relatively light earnings calendar, the upcoming week features a range of notable reports across technology, retail, consumer goods, and energy.
Key tech names on deck include Adobe (NASDAQ:ADBE), Oracle (NYSE:ORCL), Synopsys (NASDAQ:SNPS), Rubrik (NYSE:RBRK), SailPoint (NASDAQ:SAIL), and Planet Labs (NYSE:PL).
In retail and consumer-focused sectors, results are expected from GameStop (NYSE:GME), Kroger (NYSE:KR), Chewy (NYSE:CHWY), Casey’s General Stores (NASDAQ:CASY), The Lovesac Company (NASDAQ:LOVE), Designer Brands (NYSE:DBI), and Lakeland Industries (NASDAQ:LAKE).
From energy and industrials, earnings updates will come from FuelCell Energy (NASDAQ:FCEL), AeroVironment (NASDAQ:AVAV), and Tsakos Energy Navigation (NYSE:TEN).
Rounding out the week, Hello Group (NASDAQ:MOMO) will also be reporting, adding a spotlight from the digital platforms space.
Below is a rundown of major earnings reports due in the week of September 8 to September 12:
Monday, September 8
Casey’s General Stores (NASDAQ:CASY)
Casey’s General Stores (CASY) is set to release its FQ1 results after the market closes on Monday, with analysts expecting profit growth of 4% on nearly 10% Y/Y revenue growth.
Seeking Alpha’s Quant Rating system holds a Neutral stance due to valuation concerns, while Wall Street analysts remain bullish with Buy ratings.
SA contributor Third Point LLC also maintains a bullish view, noting Casey’s strong long-term track record and more than 30% stock gain YTD. They expect the company’s unit growth story to accelerate, driven by its proven ability to execute accretive M&A.
- Consensus EPS Estimates: $5.02
- Consensus Revenue Estimates: $4.48B
- Earnings Insight: The company has beaten EPS estimates in all 8 quarters and revenue estimates in 4 of those reports.
Also reporting: Mama’s Creations (MAMA), Dynagas LNG Partners LP (DLNG), Planet Labs PBC (NYSE:PL), and more.
Tuesday, September 9
Oracle (NYSE:ORCL)
Oracle (ORCL) is scheduled to report its FQ1 results after the market closes on Tuesday, with analysts projecting 13% Y/Y revenue growth and a 6% increase in profits.
The stock has surged nearly 34% YTD and over 58% in the past year, fueled by cloud adoption and AI momentum.
Wall Street analysts remain bullish with a Buy consensus, while Seeking Alpha’s Quant Rating system stays at Hold due to valuation concerns.
SA contributor Agar Capital rates Oracle a Strong Buy, citing its $138B backlog, growing OCI platform, and multicloud partnerships that could drive over $60B in infrastructure revenue by 2028. Agar sets a price target of $273, with potential rerating above $300 if OCI outperforms.
Conversely, SA author Paul Franke holds a sell view, warning that Oracle trades at bubble-like valuations reminiscent of the 2000 Dotcom peak. He argues that earnings and FCF yields are near historic lows, while technical indicators suggest the stock is overbought. A slowdown in tech CAPEX could trigger a major correction, with 50–70% downside risk over the next few years.
- Consensus EPS Estimates: $1.48
- Consensus Revenue Estimates: $15.03B
- Earnings Insight: Oracle has exceeded EPS in 5 of the past 8 quarters, and revenue in only 2 of those reports.
Also reporting: GameStop (NYSE:GME), FuelCell Energy (NASDAQ:FCEL), Hello Group (NASDAQ:MOMO), Synopsys (NASDAQ:SNPS), AeroVironment (NASDAQ:AVAV), Silvergate Capital (SI), SailPoint (NASDAQ:SAIL), Designer Brands (NYSE:DBI), Lakeland Industries (NASDAQ:LAKE), Rubrik (NYSE:RBRK), and more.
Wednesday, September 10
Chewy (NYSE:CHWY)
Pet-focused online retailer Chewy (CHWY) set to post its FQ2 results after Wednesday’s close, with analysts expecting a 37% Y/Y jump in profit.
Wall Street analysts maintain a Buy rating, but Seeking Alpha’s Quant Rating system remains at Hold, reflecting valuation concerns.
SA contributor Jake Blumenthal also recommends a Hold, noting Chewy’s strong customer base, autoship model, and new vet clinic initiatives as positives. However, he questions the company’s long-term competitive moat, citing a 30x P/E multiple that seems stretched against mid-to-high single-digit revenue growth. While margin gains are anticipated, Blumenthal warns that passing costs onto customers could risk loyalty. With Amazon and Shopify posing direct-to-consumer threats, he sees limited upside at current levels.
- Consensus EPS Estimates: $0.33
- Consensus Revenue Estimates: $3.08B
- Earnings Insight: Chewy has beaten EPS and revenue estimates in 7 of the past 8 quarters.
Also reporting: TEN (NYSE:TEN), Daktronics (DAKT), Oxford Industries (OXM), Vince Holding (VNCE), Kewaunee Scientific (KEQU), and more.
Thursday, September 11
Adobe (NASDAQ:ADBE)
Adobe (ADBE) is set to report its FQ3 earnings after the market closes on Thursday, with analysts forecasting nearly 10% Y/Y growth in both EPS and revenue.
Wedbush recently removed Adobe from its IVES AI 30 list, citing a weaker-than-expected AI runway and concerns that disruption in its product portfolio could weigh on growth and free cash flow. “Adobe is off to a slower AI start than we had anticipated,” the analysts noted.
Wall Street analysts remain bullish with Buy ratings, but Seeking Alpha’s Quant Rating system assigns a Hold, reflecting growth concerns.
SA contributor Mario Silva also takes a Hold stance, pointing to slowing revenue growth, rising competition, and uncertainty following the failed Figma acquisition. While Adobe retains a strong moat in creative professional tools, AI-native rivals like Figma and Canva present challenges. Current AI features are largely defensive add-ons; future upside will depend on Adobe embedding AI deeply into workflows to create a differentiated, productivity-driven moat.
- Consensus EPS Estimates: $5.18
- Consensus Revenue Estimates: $5.91B
- Earnings Insight: Adobe has exceeded EPS and revenue consistently in all the past 8 quarters.
Also reporting: Kroger (NYSE:KR), Lovesac Company (NASDAQ:LOVE), Vera Bradley (VRA), Hooker Furniture (HOFT), and more.
Friday, September 5
Huize Holding Limited (HUIZ) is one of the very few companies to confirm an earnings report on what looks to be a quiet Friday.