Monday, August 3, 2026

There is no consensus EPS estimate, and consensus revenue is listed at $0M (rounded). Management has not guided this quarter; last reported EPS was -$0.50, and ATLX has beaten consensus in 3 of the last 6 quarters. The recent milestones — assembly contractor, expansion permit, and a statement that the company is on track for commercial production in 2027 — suggest management could use the call to reinforce the project timeline rather than report meaningful revenue. The specific question is whether management gives a firmer lithium production or commissioning date and whether the Mitsui offtake conditions have been satisfied. The one number to watch is any update on first lithium production timing; a slip beyond 2027 could be the most damaging signal.

Consensus for the upcoming Q2 print is $0.23 EPS on $427M revenue. Management has not given a quarterly guide; it reaffirmed 2026 utility EPS of $2.52-$2.72 and raised 2026 capex to $615M. The Q1 beat plus a reaffirmed full-year range suggests Avista could meet or modestly beat the consensus. The specific question for the call is whether management says the targeted memorandum of understanding (MOU) with the lead data-center customer was signed by May 31, and whether the 2026 EPS range stays intact. The number to watch is Q2 EPS versus the $0.23 consensus; the statement to listen for is MOU status — without it, the data-center story could lose momentum even if the EPS number is fine.

No quarterly average analyst estimate (consensus) for EPS or revenue is available, and management has not issued guidance. The source's full-year revenue consensus is ~$21.9B, roughly 20% above trailing revenue, but there is no quarterly bridge to that number. The most recent quarter (Q1 2026) produced net income of $337M and diluted EPS of $1.63, down 9% and 6.3% year over year. With no ecosystem signals, no guide, and no earnings call, the directional read is thin: the report could be roughly flat or slightly down, but a beat or miss cannot be defined against a consensus. The key question is whether management provides any segment detail or explanation for the Q1 decline; watch net income — if it falls below $337M, that could signal a second straight year-over-year decline.

Consensus expects a loss of $-0.06 per share on $3M revenue, which is legacy-scale. Management's only guidance was that the Business Combination would close in Q2 2026, and the July 1 8-K12B suggests it did close. The signals suggest the report could be messy: the first combined financials could include legacy exoskeleton losses, one-time restructuring and exit costs, and new debt, but no disclosed cloud business revenue. The question for the call is what management says about the AI compute platform's expected revenue trajectory, capacity, and customer commitments. The single most important number to watch is any revenue or capacity figure for Applied Digital Cloud; without that, the market is valuing the company on the $1.6B contribution assumption and the APLD relationship alone.

Consensus is $0.20 EPS on $465M revenue; last quarter (Q1 2026) reported -$0.33, so this is a return-to-positive test. Management's full-year guides are ~$2.1B revenue and $283M adjusted EBITDA, with consensus revenue about 9% above the guide. Competitor guidance raises and the $2.8B awarded backlog suggest AMRC could hit or beat the revenue number. The specific questions are whether management raises the full-year guide, whether any new data-centre award has landed in backlog, and whether the 70/30 JV changes how adjusted EBITDA is reported. The one number to watch is awarded backlog: at $2.8B, it needs to grow for the AI story to move from promise to earnings.

The average analyst estimate (consensus) for Q2 2026 is $0.01 EPS on $510M revenue. Management did not guide a Q2 dollar number, but it did promise year-over-year growth in Q2 adjusted EBITDA and kept full-year revenue at $2.005B-$2.12B while raising full-year adjusted EBITDA to $415M-$440M. The backlog, rental utilization, and Q1 momentum suggest CTOS could meet or beat the revenue estimate, but the two-of-five beat track record argues for caution. The main question is whether management raises the full-year EBITDA range again or sticks with "prudent." The number to watch is Q2 adjusted EBITDA growth: it is an open promise, so a flat or down result could hurt more than a small revenue miss.

Consensus for the quarter is $1.85 EPS on $706M revenue; Q1 EPS came in at $1.74. Management raised full-year 2026 guidance across all key metrics after Q1, but did not disclose an exact full-year revenue guide in this source. The signals suggest SBA could beat again if U.S. new lease billings stay near the roughly $10M quarterly pace from Q1 and backlog keeps building. The specific question for the call is whether management keeps the full-year raise intact or moves it again. The one number to watch is U.S. new lease and amendment billings — if that pace drops sharply, the rest-of-year visibility could be weaker than the current guide implies.

Consensus (the average analyst estimate) is $0.31 EPS on $300M revenue. Management’s Q2 guide is $290-310M revenue, $0.25-0.35 EPS, and 13-14% gross margin, so consensus revenue sits at the midpoint and consensus EPS is one cent above the midpoint. Confirmed customers beat this season, so Ichor could beat too. The specific question is whether gross margin comes in at the upper half of the guide and whether management keeps its ~100-basis-point-per-quarter margin promise intact. Watch gross margin: it was 12.8% last quarter; a print below 13.8% would make the second-half margin path harder even if it is still inside the guide.

Consensus is $0.53 in adjusted earnings per share (EPS) on $588M revenue, up from $0.31 last quarter. Management guided Q2 revenue to $565–605M, midpoint $585M, so consensus sits slightly above the midpoint; no Q2 EPS guide is in the source. Full-year consensus is $3,260M revenue and $4.84 adjusted EPS, roughly 1.58x the $2.07B TTM base. Customer signals suggest UCTT could beat the Q2 revenue range, but the market's reaction likely depends on whether management repeats the H2 double-digit sequential growth promise. The single most important number is Q2 revenue versus the $585M midpoint; below $565M would put the H2 step-function promise in question.

Consensus — the average analyst estimate — is $1.65 EPS on $943M revenue for Q3, compared with $1.61 reported last quarter. Management did not give a specific quarterly revenue guide; it reaffirmed full-year adjusted EPS of $6.00-$6.50, and consensus sits at $6.32, about 1% above the midpoint. With six beats in the last seven quarters, battery materials accelerating, and Dow raising guidance, Cabot could beat. The open question is whether management reaffirms, raises, or narrows the full-year range, and whether Reinforcement Materials EBIT improves sequentially from $93M as promised. Watch that EBIT number: if it does not move up sequentially, the full-year guide would be less credible.

Consensus expects $5.01 adjusted EPS on $969M revenue for Q2. Management's full-year 2026 guide is $3.7–$3.8B revenue and $18.40–$19.05 adjusted EPS, raised last quarter; the Q2 revenue consensus annualizes to roughly $3.88B, slightly above the top of that range. The backlog build, customer commentary, and the 7-quarter beat streak suggest Sterling could beat consensus again. The question is whether management raises the full-year guide again and whether the E-Infrastructure organic growth promise — over 100% in Q1 versus a promised 80% or higher — stays intact. The number to watch is that organic growth rate: below 80% would put the promise at risk; above 100% likely means the guide goes up again.

Consensus for the August 3 report is $1.04 EPS on $903M revenue. Management has not given a Q2 guide; for full-year 2026 it said revenue would be at least $3.75B, while consensus sits at $4.131B. The signals — record backlog and competitor beats — suggest BWXT could beat again. The question is whether management raises the full-year guide and whether Commercial organic growth stays near the 39% level from Q1. Watch Commercial organic growth; a sharp slowdown could make the record backlog look less valuable, regardless of the headline beat.

Consensus is $0.72 EPS on $1.59B revenue. Management guided revenue of $1.535–1.635B and gross margin of 38–40%, so consensus sits just above the midpoint of the revenue range. The ecosystem and AI momentum suggest ON could beat again, but the layer's price action suggests even a beat may not lift the stock. The question is whether management keeps the AI doubling target intact and shows another sequential gross-margin step-up. Watch AI data center growth: a repeat of Q1's >30% QoQ pace would make the 2026 double credible; a slowdown to low-teens growth could put it in doubt.

Consensus for the August 3 report is $1.46 EPS on $8.95B revenue, which is roughly one quarter of trailing revenue. Management has not given a Q2 revenue or EPS guide in the source material, but last quarter it raised the FY2026 adjusted EBITDA midpoint to $8.25B. With volume growth in every segment and synergies running ahead of plan, the signals suggest they could beat. The question is whether management raises the full-year midpoint again and whether any of the $400M-to-$700M AI pipeline projects move toward announcements. The one number to watch is Gulf Coast/Permian NGL volume growth, which came in above 30% year over year last quarter; a sharp slowdown could give the market a reason to sell even a beat.

Consensus for the August 3 print is $2.21 EPS on $544M revenue, both about 6% above Q1's actuals. Management's public guide is mostly full-year: low-to-mid-20s revenue growth and mid-30s data-center growth. Q1 data center grew 102%, so there is room to decelerate and still hit the guide. Signals from Flex and the layer's mixed reaction suggest AEIS could beat again, but the market might not reward it if the focus is on whether management holds the data-center target. The single number to watch is data-center growth; below the mid-30s full-year guide could hurt even on a total-revenue beat.

Consensus for Monday is $0.10 EPS on $290M revenue; the source does not show a specific management guide for Q2. Q1 revenue came in at $286.1M with 43.0% gross margin, and ADTN has already pre-announced preliminary Q2 results without the numbers in this source. The combination of optical momentum, Nokia's maintained guidance, and the layer's high beat rate suggests ADTN could meet or beat the revenue estimate, but the stock's 44.4% drop since the last call puts a high bar on the reaction. The key question is whether management repeats or updates its promise that optical revenue builds through the year; the single number to watch is Q2 optical networking revenue, which was $97.3M in Q1. If it doesn't grow sequentially, that promise is at risk.

Consensus expects $0.45 EPS on $3.11B revenue. Management has guided to low-teens EBITDA growth for 2026 and disclosed $400M of incremental EBITDA for 2028+, with data-centre demand as the principal driver. The signals suggest they could beat — Renewables EBITDA grew 46% year-to-date in Q3 and confirmed hyperscaler customers keep raising capex. The key question is whether management reaffirms or raises the 4 GW data-centre PPA signings target and the 2026 EBITDA growth path. The single number to watch is quarterly data-centre PPA signings: if they fall well short of the 1 GW quarterly pace implied by the 4 GW annual target, the growth narrative loses momentum.

The analyst consensus for the upcoming report is $1.47 EPS on $317M revenue. No explicit management guide appears in the source material. The order book, backlog growth, and data-center momentum suggest they could beat that baseline, but the stock has already fallen sharply after the last print, so a beat alone may not be enough. The specific question is whether management clarifies how big data centers are in backlog and whether they update the capacity-expansion decision. Watch the data-center percentage: if the 'low twenties' figure is clarified as low-20s of total backlog, the AI narrative stays on track; if it turns out to be only about 6% of total, the AI premium could fade.

Consensus for the upcoming report is $0.50 EPS on $2.84B revenue, about 24% of trailing revenue. Management did not give a specific Q2 guide in the source material. Q1 momentum and the acceleration in Power Innovation wins suggest WMB could beat, but the layer's reaction to beats means the stock response is a separate question. The thing to listen for is whether management firms up financing for the $7.4B project pipeline and keeps Socrates, Atlas, and Neo in-service dates intact. The one number to watch is committed Power Innovation capital: if it grows, the AI-led growth story is still building; if a project date slips, contracted EBITDA shifts out.