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The most anticipated earnings releases for the week beginning November 2, 2026 are
AAPLApplePLTRPalantir TechnologiesAMDAdvanced Micro DevicesAEHRAehr Test SystemsTEMTempus AI
AMDAdvanced Micro Devicesis confirmed to report Tuesday, November 3, after the close.
AMD's First Helios Shipments and Server CPU Surge Face a Raised Bar This Quarter
Advanced Micro Devices enters its third-quarter report with an unusual problem for a chipmaker: management has already told investors the long-term story is running ahead of plan. Last quarter it raised its server CPU market forecast for the second time in six months, added Anthropic and a broader Microsoft commitment to its list of gigawatt-scale AI customers, and said it now expects to blow past its long-term revenue growth and earnings targets. This report, due after the close on November 3, is the first chance to see whether the September quarter backs up that confidence with numbers.
Wall Street expects non-GAAP earnings of $1.94 a share on revenue of $13.12 billion, roughly double the $0.97 earned a year ago and about 42% higher on the top line. That is a sharp step up from the $1.39 and $11.54 billion reported last quarter. Management guided to revenue of $12.7 billion to $13.3 billion, so consensus sits a bit above the $13.0 billion midpoint, in the upper half of the range but not at its ceiling. The Earnings Whisper of $1.98 is only modestly above consensus, a hint that the informal bar leans toward a beat rather than a dramatic one. Context matters here: AMD topped its own $11.2 billion guide by about 3% last quarter, and a similar margin this time would land revenue near $13.4 billion.
Apple (AAPL) reported earnings of $2.05 per share on revenue of $114.48 billion for the fiscal fourth quarter ended September 2026. The consensus earnings estimate was $1.98 per share on revenue of $112.95 billion. The Earnings Whisper number was $2.07 per share. The company missed expectations by 0.97% while revenue grew 11.72% on a year-over-year basis.
The company said during its conference call it expects first-quarter earnings of $2.76 to $2.99 per share on revenue of $153.82 billion to $158.14 billion. The current consensus earnings estimate is $2.88 per share on revenue of $152.00 billion for the quarter ending December 31, 2026.
“Today, Apple is proud to report a September quarter revenue record of $114.5 billion, up 12 percent from a year ago, with iPhone reaching a September quarter record and Services reaching an all-time high, capping off our best fiscal year ever,” said John Ternus, Apple’s CEO. “We’re closing the year with our most ambitious lineup yet. That includes the iPhone Duo, the most transformational iPhone since the original, alongside iPhone 18 Pro and iPhone 18 Pro Max, our most powerful iPhones yet. We also just introduced a whole new generation of hardware for the home and brought Touch to Mac for the first time. Together with the all-new Siri AI, it’s an incredible lineup to carry us into the holiday season.”
Apple Inc designs, manufactures, & markets mobile communication & media devices, personal computers, & portable digital music players, & sells a variety of related software, services, accessories, networking solutions, & third-party digital content.
Recursion Pharmaceuticals (RXRX) reported a loss of $0.22 per share on revenue of $18.55 million for the third quarter ended September 2026. The consensus estimate was a loss of $0.24 per share on revenue of $10.92 million. The company beat consensus estimates by 8.33% while revenue grew 258.49% on a year-over-year basis.
Recursion is a clinical stage TechBio company leading the space by decoding biology to industrialize drug discovery.
Fabrinet (FN) reported earnings of $4.34 per share on revenue of $1.47 billion for the fiscal first quarter ended September 2026. The consensus earnings estimate was $4.19 per share on revenue of $1.40 billion. The Earnings Whisper number was $4.26 per share. The company beat expectations by 1.88% while revenue grew 50.74% on a year-over-year basis.
The company said it expects second quarter revenue of $1.60 billion to $1.65 billion. The current consensus revenue estimate is $1.49 billion for the quarter ending December 31, 2026.
Fabrinet provides optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of optical communication components, modules and sub-systems, industrial lasers and sensors.
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