It supports optical modules from 1.6T to 3.2T.

“Taurus, the industry’s first 1.6T DSP based on 400G/lane I/O, doubles the throughput per lane to enable the next generation of 3.2T optical modules,” said Vijay Janapaty, vice president and general manager of Broadcom’s Physical Layer Products Division. “Crucially, Taurus pushes the IMDD technology envelope into 400G/lane, further reducing power and advancing our roadmap of cost-optimized solutions for connectivity in AI and cloud networks.”

The company expects more than 100M units of 1.6T and 3.2T optical transceivers will be shipped over the next five years, with about half of them using 400G optics.

“High-speed optical interconnects are essential for operation of AI clusters,” said Vladimir Kozlov, CEO and founder of LightCounting. “Doubling of the lane rates has been a proven strategy to keep up with the bandwidth growth, and it is great to see the first 400G per lane solutions becoming available.”

Broadcom has made the Taurus BCM83640 available to its early access customers and partners.

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Of the 12 S&P 500 constituents that reported, 100% surpassed analyst EPS expectations. The results, largely driven by the consumer and IT sectors, saw 9 companies achieve year-over-year earnings growth.

Revenue performance was a mixed bag: 7 companies beat estimates, 4 missed, and 1 was in-line with results. However, the broader trend remained positive, with 9 companies reporting year-over-year revenue gains.

Let’s take a look at some of the companies that reported earnings this week:

Broadcom (AVGO) delivered a blockbuster Q1 2026 report, sending the stock up 4.2% during the session following the report, with revenue surging 29% to $19.3 billion, fueled by an explosive 106% jump in AI semiconductor sales. Looking ahead, Broadcom said it expects second-quarter revenue to be approximately $22B, with adjusted EBITDA around 68%. Analysts had expected $20.5B in second-quarter sales. Management’s confidence was underscored by a new $10 billion share repurchase authorization and its “strong” outlook for 2027, which is indicative of continued heavy levels of spending on artificial intelligence.

Costco’s (COST) dipped slightly in postmarket trading on Thursday after disclosing its fiscal second-quarter earnings report. Total sales rose by 9.2% to $69.6 billion, outpacing other major retailers such as Walmart and Target. Comparable sales increased by 7.4%, surpassing the expected 6.7%. E-commerce sales grew by 22.6%. Membership fee income remained a powerhouse, climbing 13.6% year-over-year to $1.35 billion, as the warehouse giant expanded its global footprint to 924 locations.

CrowdStrike (CRWD) stock responded with a sharp 6.8% gain on Tuesday after reporting record net new Annual Recurring Revenue (ARR) of $331 million for Q4 2026. The company officially crossed the $5 billion total ARR milestone and provided bullish guidance for 2027, citing strong adoption of its AI-native Falcon platform.

Target’s (TGT) stock surged 12.1% on Tuesday, fueled by an earnings beat and bullish 2026 guidance. Comparable sales fell 2.5%, slightly worse than estimates, but the bottom line improved due to reduced shrink and costs, leading to an adjusted profit of $2.44 per share. Under new CEO Michael Fiddelke, Target expects ~2% net sales growth in FY26, with earnings projected between $7.50 and $8.50 per share, with a midpoint of $8.00 that exceeds the $7.63 forecast. For Q1, TGT anticipates adjusted EPS to be steady or slightly higher than last year’s $1.30.

Kroger (KR) posted solid Q4 2025 results, with identical sales (excluding fuel) rising 2.4% for the quarter to come in slightly behind the expectation of analysts for a rise of 2.5% and adjusted EPS of $1.28 vs. $1.20 consensus and $1.14 a year ago. The report saw a massive $2 billion increase in the company’s share repurchase authorization.

Best Buy (BBY) reported a mixed Q4 2025, missing revenue estimates with $13.81 billion in sales but delivering a surprise beat on the bottom line with $2.61 adjusted EPS. Looking ahead, Best Buy (BBY) sees FY27 revenue of $41.2B to $42.1B (midpoint $41.465B) vs. $42.2B consensus and adjusted diluted EPS of $6.30 to $6.60 (midpoint $6.45) vs. $6.65 consensus. Despite the revenue miss and conservative guidance for the upcoming year, the stock soared 13.3% on the day of release.

Norwegian Cruise Line Holdings (NCLH) shares tumbled 10.1% on Monday following a mixed Q4 scorecard that saw a bottom-line beat overshadowed by a disappointing revenue miss. While the company exceeded profit expectations for the quarter, the stock faced a sharp sell-off due to a weak 2026 outlook. Norwegian now projects full-year 2026 adjusted EPS of $2.38, well below the $2.58 analyst consensus, and adjusted EBITDA of $2.95 billion.

Earnings next week

The upcoming earnings reports will focus on the information technology, consumer staples, and consumer discretionary sectors. Key reports are expected from Oracle (ORCL), Adobe (ADBE), and Hewlett Packard Enterprise (HPE).

Retailers Ulta Beauty (ULTA) and Dollar General (DG), along with Campbell’s Company (CPB) and Lennar (LEN), will also report, highlighting the consumer pulse.

Consumer staples ETFs: (NYSEARCA:VDC), (NYSEARCA:FXG), (NYSEARCA:IYK), (NYSEARCA:KXI), (NYSEARCA:FSTA), (NASDAQ:PSL).

Tech ETFs: (VGT), (XLK), (IYW), (FTEC), (IXN), and (RSPT).

Consumer Discretionary ETFs: (XLY), (VCR), (FXD), (FDIS), (RSPD), and (RXI).

S&P 500 ETFs: (SPY), (VOO), (IVV), (RSP), (SSO), (UPRO), (SH), (SDS), (SPXU), (FXAIX), (VFIAX), (VFFSX), and (SWPPX).

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Tan said the company is “really very, very uniquely” positioned to help its customers and those that just use general-purpose GPUs (such as the ones made by Nvidia (NVDA)) when it comes to networking, via copper.

“If you are running—trying to create LLMs and running—creating your own AI data centers and designing it, architecting it, you truly want larger and larger domains or clusters for—and you really want to connect XPUs to XPUs directly where you can,” Tan said on Broadcom’s earnings call. “And the best way to do that is to use direct attach copper. That’s the lowest latency, lowest power, and lowest cost. So you want to keep doing that, especially in scale-up, as long as possible. In scaling out, we’re past that. We use optical. That’s fine. But I’m talking about scaling up in a rack, in a cluster domain. You really want to use direct-attach copper as long as you can.”

There has been significant optimism about co-packaged optics, which has benefited Lumentum (LITE) and Coherent (COHR) with significant moves in their respective share prices of late. However, Tan said that even though Broadcom is “the lead” in co-packaged optics, copper is still the best option for connecting larger racks.

“We can do it with copper, and we can push the envelope from 100G to 200G to even 400,” Tan added. “We have SerDes now running 400G that can drive distance on a rack to run copper. What all I’m trying to say is you don’t need to go run into some bright shiny objects called CPOs, even as we are the lead in CPOs. CPOs will come in its time, not this year, maybe not next year, but in its time.”

Credo Technologies (CRDO), which makes active electric cables using copper-based interconnects, rose more than 8% in premarket trading. Lumentum and Coherent fell 4% and 5%, respectively.

Nvidia invested $2B apiece into Lumentum and Coherent earlier this week, as the GPU giant continues to secure its supply chain.

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Management View

• CEO Hock Tan announced that total revenue for Q1 2026 reached a record $19.3 billion, representing a 29% year-on-year increase and attributing the outperformance to “better-than-expected growth in AI semiconductors.” He highlighted that “Q1 consolidated adjusted EBITDA hit a record $13.1 billion, which is 68% of revenue.” Tan noted, “Now we expect this momentum to accelerate as our custom AI XPUs hit their next phase of deployment among our 5 customers,” and projected consolidated revenue of approximately $22 billion for Q2 2026—representing 47% year-on-year growth. He underscored the rapid expansion in AI semiconductor revenue, stating, “AI semiconductor revenue…grew 106% year-on-year to $8.4 billion, way above our outlook. In Q2, this momentum accelerates, and we expect semiconductor revenue to be $14.8 billion, up 76% year-on-year. Driving this is AI revenue growth, which will accelerate very sharply to 140% year-on-year to $10.7 billion.”

• Tan revealed a sixth customer for custom AI accelerators and shared that OpenAI will deploy its first-generation XPU in 2027 at over 1 gigawatt of compute capacity. He stressed, “Our visibility in 2027 has dramatically improved. Today, in fact, we have line of sight to achieve AI revenue from chips…in excess of $100 billion in 2027. We have also secured the supply chain required to achieve this.”

• On the infrastructure software segment, Tan reported, “Q1 infrastructure software revenue of $6.8 billion was in line with our guidance, so up 1% year-on-year” and emphasized VMware Cloud Foundation as “the essential software layer in data centers” for integrating hardware and supporting generative AI workloads.

• CFO Kirsten Spears provided further detail: “Consolidated revenue was a record $19.3 billion for the quarter, up 29% from a year ago. Gross margin was 77% of revenue in the quarter.” Spears highlighted, “Q1 operating income was a record $12.8 billion, up 31% from a year ago. Operating margin increased 50 basis points year-over-year to 66.4% on favorable operating leverage.” She also shared, “Free cash flow in the quarter was $8 billion and represented 41% of revenue.”

• Spears announced, “We paid stockholders $3.1 billion of cash dividends…During the quarter, we repurchased $7.8 billion or approximately 23 million shares of common stock.” Additionally, “our Board of Directors has authorized an additional $10 billion for our share repurchase program effective through the end of calendar year 2026.”

Outlook

• Broadcom is guiding for consolidated revenue of approximately $22 billion in Q2 2026, up 47% year-on-year. The company expects semiconductor revenue of approximately $14.8 billion, with AI semiconductor revenue projected at $10.7 billion, up approximately 140% year-on-year. Infrastructure software revenue is forecast at $7.2 billion, up 9% year-on-year. Spears stated, “We expect consolidated gross margin to be flat sequentially at 77%. We expect Q2 adjusted EBITDA to be approximately 68%.” The company forecasts a non-GAAP tax rate for Q2 and fiscal year 2026 of approximately 16.5%.

Financial Results

• Q1 2026 consolidated revenue was $19.3 billion, with a gross margin of 77%. Operating income reached $12.8 billion, and adjusted EBITDA was $13.1 billion, or 68% of revenue. Semiconductor Solutions revenue stood at $12.5 billion. Gross margin for the segment was approximately 68%, and operating margin was 60%. Infrastructure software revenue was $6.8 billion, with a gross margin of 93% and operating margin of 78%. Free cash flow was $8 billion. The company ended Q1 with $14.2 billion of cash and inventory of $3 billion, with days of inventory on hand increasing to 68 days from 58 days in Q4.

Q&A

• Blayne Curtis, Jefferies: Asked for clarification on the $100 billion AI chip revenue line of sight and investor concerns over hyperscalers’ return on investment. Tan explained, “What is very, very interesting and surprising to us is very much for inference in order to productize the LLMs…And that inference is driving a substantial amount of compute capacity, which is great for us because…our 5, 6 customers…are on the path to creating their own custom accelerators.”

• Harlan Sur, JPMorgan: Inquired about customer-owned tooling (COT) and performance gaps. Tan replied, “We will not see competition in COT for many years to come. It will come eventually, but we’re still a long way off because the race which we see continues.”

• Ross Seymore, Deutsche Bank: Asked about AI networking’s rising share. Tan detailed, “We’re seeing huge demand for this only 100 terabit per second switch out there,” and expects AI networking to represent 33% to 40% of AI revenue.

• Timothy Arcuri, UBS: Questioned gross margin impact from rack sales. Tan responded, “Our gross margin is solidly at the number Kirsten reported. We will not be affected by the gross margin and by more and more AI products going out.”

Sentiment Analysis

• Analysts focused on sustainability of AI demand, competitive threats from customer-owned tooling, gross margin stability, and the pace of rack and chip orders. Their tone was probing and occasionally skeptical, especially regarding margin sustainability and competitive positioning.

• Management maintained a confident tone throughout, repeatedly emphasizing technological leadership, supply chain security, and long-term partnerships with key AI customers. Phrases like “we are by far way out there” and “we have line of sight to achieve AI revenue…in excess of $100 billion in 2027” reflect high confidence.

• Compared to the previous quarter, management’s tone has shifted to even greater confidence, especially regarding AI growth visibility and strategic customer engagements. Analyst skepticism centered on the durability of growth and margin effects of product mix shifts.

Quarter-over-Quarter Comparison

• Guidance for Q2 2026 accelerated notably versus Q1 2026, with revenue and AI semiconductor growth rates both increasing. The prior quarter emphasized backlog and ramping AI orders; the current quarter highlights increased visibility into 2027, a sixth major AI customer, and explicit projections for AI chip revenue surpassing $100 billion.

• Strategic focus has moved from order backlog and initial rack deployments to securing supply through 2028, expanding customer base, and articulating a multiyear roadmap.

• Analysts’ questions have evolved from clarifying backlog and customer mix to probing the sustainability of market share, gross margins, and long-term supply commitments.

• Management’s confidence has grown, with more explicit long-term projections and reassurances on execution and competitive differentiation.

Risks and Concerns

• Management acknowledged challenges in maintaining technological leadership, the need for high-volume, high-yield production, and securing advanced component supply. Tan noted, “You really need own belief, and we see that firsthand that a partner in silicon with the best technology, IP and execution around.”

• Analysts expressed concern about margin dilution from rack sales, possible encroachment from customer-owned tooling, and the sustainability of AI demand. These were addressed with reassurances about cost management and the strategic, long-term nature of Broadcom’s AI partnerships.

Final Takeaway

Broadcom’s management projects robust acceleration in AI chip revenue and broad-based demand for its custom XPUs and networking solutions, supported by deep strategic partnerships with a growing set of major AI customers. The company asserts it has secured critical supply chain capacity and expects to surpass $100 billion in AI chip revenue in 2027, with confidence reinforced by expanding customer engagements, stable margin outlook, and ongoing investment in core semiconductor and infrastructure software capabilities.

Read the full Earnings Call Transcript

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“At its upcoming 1QFY26 results announcement on 4 March, we expect Broadcom to report revenue of $9.5B, slightly above management’s guidance of $19.1B and Visible Alpha consensus of $19.2B,” analyst Frank Lee wrote in a note to clients. “For 2QFY26, we expect revenue of $21B, 3% above consensus of $20.3B. We expect the AI-driven growth momentum to continue but expect a more dramatic growth trajectory to be 2HFY26 weighted.”

Lee lowered his price target on Broadcom to $450 from $535 on the belief there has been a “valuation reset” for artificial intelligence-focused companies.

Going deeper, Lee said the next catalyst for Broadcom (aside from earnings) would be any positive focus on AI networking, given the expansion of the market. Broadcom previously said it had a $20B AI networking backlog.

“However, given Broadcom’s rapid expansion of AI networking portfolio, we believe the revenue is still underestimated as we are revising our FY26/FY27 AI networking revenue estimates to $17B/$30B − 43%/64% above the Street,” Lee added. “Our most bullish scenario analysis for FY26e/FY27e on higher AI networking revenue implies further upside of 16%/17% to EPS vs. our base case.”

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Wall Street expects Broadcom to post EPS of $2.02 on revenue of $19.14 billion.

Even though Broadcom showed solid revenue growth, thanks to strong AI spending, shares still suffered amid a broader selloff in the AI and tech space. Investors are worried about near-term margin pressures amid huge investment costs related to AI.

The stock has lost over 11% since its fourth quarter results. Overall, it has lost nearly 8% compared to the 0.5% rise in the broader S&P 500 Index.

Still, analysts are mostly bullish on the stock. Seeking Alpha analysts and Wall Street rated the stock a Buy and above, with many of them optimistic about the AI growth story.

“Despite market concerns over margin compression, AVGO’s AI-driven scale and dominant networking products underpin robust top- and bottom-line growth prospects,” noted Seeking Alpha analyst Danil Sereda.

Another Seeking Alpha analyst, Dair Sansyzbayev said Broadcom’s aggressive AI-related capex from hyperscalers and expanding R&D pipeline reinforce long-term growth prospects and product leadership.

In contrast, Seeking Alpha’s Quant ratings consider it a Hold.

“As a result of the mix shift towards AI accelerators, gross margins may come down over the coming quarters, though I suspect operating leverage may offset any pressure on the bottom line,” said Seeking Alpha analyst Michael Del Monte.

Over the last two years, Broadcom has beaten EPS estimates 100% of the time and has beaten revenue estimates 88% of the time.

Over the last three months, EPS estimates have seen 24 upward revisions, compared to four downward revisions, while revenue estimates have been revised upwards 28 times versus one downward move.

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This represents a staggering leap from his $2.63 million compensation in 2024, a year in which he didn’t receive stock awards.

The board has directly tied Tan’s future earnings to Broadcom’s AI performance: equity awards accounted for $202.4 million of Tan’s 2025 pay in stock-based compensation, with his salary remaining little changed at $1.2 million, Broadcom said in a regulatory filing Monday.

The board has linked CEO Tan’s earnings to the company’s success in AI. A new performance stock unit, given in September 2025, sets tough goals for the future: Tan will get a big payout if Broadcom makes $90 billion from AI products over four straight quarters between 2028 and 2030.

The payout could triple if AI sales go over $120 billion by 2030, which could be worth more than $600 million depending on the stock price at that time. If AI sales don’t reach $60 billion, Tan loses the entire award. This strategy aims to retain Tan until at least 2030 and align his goals with AI market growth.

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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.

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