Earnings Report · Week Ahead · mangostracker.ai
Earnings to watch next week
Previewed Friday, October 9, 2026 — who reports October 12 - 16, 2026.
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Banks kick off Q3 earnings season, with chip giants ASML and TSMC right behind them — The week opens with a wave of big-bank earnings (JPM, GS, C, UNH, JNJ on Tuesday; BAC, Morgan Stanley on Wednesday) that set the tone for the broader Q3 season, while ASML and TSMC midweek will be watched closely for AI-driven semiconductor capex signals.
Coming up next week
10 companies scheduled to report.
Kicks off bank earnings season; investors want to see whether net interest income and trading revenue held up as the Fed rate-cut cycle continues.
Watching for continued rebound in investment-banking fees and trading as M&A and IPO activity has picked up through 2026.
Not on the watchlist but a major market mover reporting alongside JPM and GS; focus is on progress toward Citigroup multi-year expense-efficiency and restructuring targets.
After guidance cuts earlier this year tied to elevated Medicare Advantage medical costs, investors want evidence cost trends are stabilizing and that full-year guidance will hold.
Pharma growth in oncology and immunology against the ongoing drag of talc litigation costs remains the key tension.
Net interest income trajectory and consumer credit quality are in focus as the rate-cut cycle continues to reshape bank margins.
Not on the watchlist but a major bank reporting the same week; wealth-management fee growth and trading and investment-banking revenue durability are the things to watch.
Order bookings tied to AI-driven capex from chipmakers are the focus, along with any update on China export restrictions after a strong recent backlog.
AI and advanced-node demand from customers like Nvidia and Apple, plus capex guidance, remain the central storyline.
Aluminum pricing and tariff-related cost impacts are the key swing factors for margins this quarter.
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
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.