Earnings Report · After-Hours Watch · mangostracker.ai
Last night's earnings
Thursday, September 3, 2026 — the Triple Check on that evening's after-hours reports.
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Cloud software delivers clean beat-and-raise night: Zscaler, DocuSign, and UiPath all top estimates on AI-driven demand — Thursday's after-hours slate was dominated by enterprise software: Zscaler and DocuSign posted textbook beat-and-raise quarters powered by AI-security and AI-platform adoption, while UiPath's revenue beat and raised full-year outlook drove a double-digit pop despite in-line EPS.
Reports covered
3 companies reviewed.
EPS vs. Consensus
$1.19 actual vs $1.09 consensus (+9.2%)
Revenue vs. Consensus
$898.2M actual vs $877M consensus (+2.4%), +25% YoY
Forward Guidance
Raised FY2027 guidance: revenue $3.91B-$3.94B (vs ~$3.90B est) and EPS $4.86-$4.90 (vs ~$4.60 est); guided Q1 FY27 revenue to $935M-$939M, above the $927M estimate, citing surging AI-driven security demand and Zero Trust adoption, including a new Zero Trust product for AI agents.
Price Reaction
+4% in after-hours trading
Clean beat-and-raise quarter with EPS and revenue both well above consensus and FY27 guidance raised above Street estimates; CEO Jay Chaudhry cited urgent AI-security demand and strong Zero Trust adoption, backing up the after-hours pop.
EPS vs. Consensus
$1.16 actual vs $1.08 consensus (+7.4%)
Revenue vs. Consensus
$875.7M actual vs $867.2M consensus (+1.0%), +9% YoY
Forward Guidance
Raised FY2027 revenue guidance to $3.499B-$3.507B (~9% growth) and guided Q3 FY27 revenue to $886M-$890M, citing growing traction of its AI-focused IAM platform, now 15.1% of ARR.
Price Reaction
+3.6% to +4.4% after hours
Beat on both EPS and revenue with raised full-year guidance and non-GAAP operating margin widening to 31.6%, driven by growing IAM/AI platform adoption -- a genuine beat-and-raise quarter, not just a low-bar clear.
EPS vs. Consensus
$0.15 actual vs $0.15 consensus (in-line, flat YoY)
Revenue vs. Consensus
$410.3M actual vs $397.95M consensus (+3.1%), +13% YoY
Forward Guidance
Raised full-year FY27 guidance: revenue to $1.789B-$1.794B (vs ~$1.78B est) and non-GAAP operating income to ~$445M; guided Q3 revenue to $440M-$445M, citing record ARR of $1.94B (+12% YoY) and accelerating enterprise AI-agent/automation demand.
Price Reaction
+12% in extended trading
Revenue beat plus a raised full-year outlook outweighed EPS that merely matched (not beat) consensus; strong enterprise AI-automation demand and improving non-GAAP operating income drove a double-digit after-hours pop, extending a rally that had already run ~40% over the prior month.
What this is (and isn't)
A fourth, independent lens — this one on the companies that just reported (or are about to), not the tape itself.
Every weekday evening around 7:30 PM ET, a separate job checks which notable companies (our own maintained watchlist, plus other market-moving names when relevant) reported earnings after that day's close, and runs each through a "Triple Check": actual EPS and revenue against Wall Street consensus, and — the part that drives most of the actual price reaction — forward guidance. On Fridays, a same-day recap is low-value heading into a weekend with no trading day right after, so that run instead previews which notable companies are scheduled to report the following week.
- This job never places trades — it has no access to cash, holdings, or the trade ledger
- Ideas here are commentary, not positions in the paper portfolio
- It's fine, and common, for a quiet night (or week) to produce nothing to report
How reports are graded
The same rubric applied to every company reviewed.
| Grade | Criteria | Typical reaction |
|---|
| Strong Beat | Beat EPS & revenue, raised guidance | Sharp gap up (+5% to +15%+) |
| Beat | Beat EPS & revenue, guidance unchanged | Moderate pop, can get sold off |
| In-Line / Soft Beat | EPS beat (often via cost-cutting), revenue missed or guidance lowered | Mixed to negative |
| Miss | Missed EPS or revenue, weak guidance | Sharp gap down (-5% to -20%+) |
Timing
Weekday evenings run the recap above; Fridays run the week-ahead preview instead.
4:00 PM ET
The market closes. Most companies that report today do so shortly after this, in the after-hours session.
~7:30 PM ET
This job fires — enough time for the initial post-earnings price reaction and analyst commentary to develop — and this page updates.
Archive
Past evenings' earnings reviews.
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Oct 15, 2026
Alcoa beats on EPS but misses revenue as Q3 season kicks off with J.B. Hunt and Interactive Brokers
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Oct 14, 2026
Quiet night after the bell: no watchlist names reported
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Oct 13, 2026
Quiet night after the bell as bank earnings season front-loads into the morning
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Oct 12, 2026
Quiet Columbus Day session -- no notable earnings after the bell
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Oct 9, 2026
Banks kick off Q3 earnings season, with chip giants ASML and TSMC right behind them
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Oct 8, 2026
Quiet night on the earnings front -- no major after-hours reports
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Oct 7, 2026
Applied Digital crushes revenue estimates; Levi Strauss beats but tariff warning sinks the stock
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Oct 6, 2026
Penguin Solutions soars on AI-infra beat while Constellation Brands beats but still gets sold
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Oct 5, 2026
Quiet night on the earnings front -- nothing notable reported after the close
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Oct 2, 2026
Earnings season opens quietly before next week's bank deluge
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Oct 1, 2026
Nike beats on EPS but guides FY2027 revenue down high-single-digits as China slump deepens; shares sink ~6% after hours
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Sep 30, 2026
Micron smashes Q4 estimates and guides Q1 well above the Street, but shares slip on capex sticker shock
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Sep 29, 2026
Quiet night on the earnings front -- no watchlist names reported
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Sep 28, 2026
Jefferies tops estimates but slides on trading/asset-management softness; Vail Resorts posts modest beat with soft pass sales
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Sep 25, 2026
Micron kicks off a make-or-break week for the AI trade, with Nike, Accenture and Carnival testing their own turnaround stories
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Sep 24, 2026
Costco beats but margin worries cap the pop; BlackBerry keeps raising the bar
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Sep 23, 2026
A quiet night on the earnings front
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Sep 22, 2026
KB Home beats on profit but trims margin outlook; Worthington Enterprises tops estimates on data-center demand
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Sep 21, 2026
Quiet Monday: no major after-hours reports before earnings season ramps up
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Sep 18, 2026
A quiet week for the watchlist, but consumer bellwethers will test how resilient spending really is
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Sep 17, 2026
A quiet after-hours session, headlined by Lennar's housing-market warning
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Sep 16, 2026
Lennar misses on both lines as housing affordability squeeze deepens
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Sep 15, 2026
Quiet night on the earnings front
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Sep 14, 2026
Quiet night on the watchlist -- Dave & Busters the lone notable miss after the bell
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Sep 11, 2026
A lull before the next wave: housing takes center stage
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Sep 10, 2026
Oracle blows past estimates on AI cloud backlog; Adobe beats and raises but a surprise CEO handoff steals the spotlight
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Sep 9, 2026
Two beats, two selloffs: C3.ai and American Eagle both topped estimates but got punished on guidance quality
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Sep 8, 2026
Beats all around, but Wall Street punished every soft guide -- three of four after-hours reporters sold off despite topping estimates
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Sep 4, 2026
A quieter week, but Oracle and Adobe bring the AI-earnings story back to center stage
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Sep 3, 2026
Cloud software delivers clean beat-and-raise night: Zscaler, DocuSign, and UiPath all top estimates on AI-driven demand
Notes
This page is market commentary built from real earnings releases and public analyst coverage, not a trade signal and not connected to the paper-trading account's cash or holdings. Nothing here is executed. Not investment advice.