Who reports Nov 2–8, 2026: Apple, Saudi Arabian Oil, Berkshire Hathaway and 196 more

Reporting this week: Apple, Saudi Arabian Oil, Berkshire Hathaway, Advanced Micro Devices, Palantir Technologies, Amgen. What analysts expect, how the stocks have moved after results and what options allow for.

Put together automatically by hedger from the earnings calendar and analysts' estimates (Yahoo Finance) and filings on SEC EDGAR. Dates can change. It describes the data, forecasts no results and is not investment advice.

199 of the companies we follow report this week.

  • Mon Nov 2: AAPL, PLTR, VRTX, MAR, WMB +15
  • Tue Nov 3: 2222.SR, AMD, AMGN, ANET, SHOP +42
  • Wed Nov 4: ARM, MCD, NVO, QCOM, UBER +51
  • Thu Nov 5: TM, COP, D05.SI, SONY, DTE.DE +56
  • Fri Nov 6: ENB, O39.SI, MRNA, BAM, 7011.T +9
  • Sat Nov 7: BRK-B

What to look at in results

  • EPS and revenue against the estimate. The estimate is the analysts' average, and prices largely reflect it already, so the market compares the result with this figure rather than with last year.
  • Management's outlook. The quarter's figures are the past; what the company says about the next period goes into analysts' estimates.
  • The reaction against the priced move. Option prices show how large a move the market has priced in. What counts is the direction and whether the move is larger than that.

The season so far

In the last 6 weeks 396 followed companies reported with an estimate on record, 75% of them beat on EPS; 78% in the same weeks a year ago. Last week's results →

How far the stocks move after results

The bar is the move option prices allow for now; where there are none, the average move either way over the last 8 reports.

Company Options allow Average after results
AAPL Apple 4.5% 3.1%
2222.SR Saudi Arabian Oil — 1.4%
BRK-B Berkshire Hathaway 3.3% 2.8%
AMD Advanced Micro Devices 9.1% 7.6%
PLTR Palantir Technologies 12.7% 15.4%
AMGN Amgen 4.5% 5.1%
TM Toyota Motor 5.3% 1.1%
ARM Arm Holdings 12.0% 6.1%
ANET Arista Networks 9.9% 7.6%
SHOP Shopify 13.8% 13.2%
COP ConocoPhillips 4.7% 2.0%
MCD McDonald's 3.7% 2.6%

The week's largest companies

AAPL Apple

Mon Nov 2, after the close

  • Analysts expect: EPS USD 1.98, revenue USD 113.4bn (+10.6% on the year).
  • Last quarter: revenue USD 109.4bn (+16.4% on the year), operating margin 32.6%.
  • Against estimates: EPS beat in 8 of the last 8 reports.
  • The stock after results: last time −8.7% (Jul 30), 3.1% either way on average over 8 reports. Option prices now allow for a 4.5% move.
  • What revenue consists of: iPhone 50% (+21.7%), Service 28% (+12.1%), Mac 9% (+28.7%) (share and change on the year, last quarter).
  • Analysts' ratings: 24 buy, 13 hold, 6 sell; average target USD 332.39, −1.9% against the last price.
  • Already reported in Big Tech: GOOGL −11.5%, NFLX −6.9%, META −6.5%, AMZN −5.6% (the stock the day after).

2222.SR Saudi Arabian Oil

Tue Nov 3, after the close

  • Analysts expect: EPS SAR 0.43, revenue SAR 439.0bn (+5.0% on the year).
  • Last quarter: revenue SAR 521.8bn (+28.2% on the year), operating margin 41.5%.
  • Against estimates: EPS beat in 6 of the last 8 reports.
  • The stock after results: last time −1.4% (Aug 4), 1.4% either way on average over 8 reports.
  • Analysts' ratings: 10 buy, 8 hold, 0 sell; average target SAR 30.24, +15.9% against the last price.

BRK-B Berkshire Hathaway

Sat Nov 7

  • Analysts expect: EPS USD 6.14.
  • Last quarter: revenue USD 117.9bn (+19.2% on the year).
  • Against estimates: EPS beat in 5 of the last 8 reports.
  • The stock after results: last time +1.5% (Aug 8), 2.8% either way on average over 8 reports. Option prices now allow for a 3.3% move.
  • What revenue consists of: Insurance Corporate And Other 27% (+0.2%), Manufacturing Businesses 22% (+12.9%), Pilot Travel Centers LLC 15% (+47.8%) (share and change on the year, last quarter).
  • Analysts' ratings: 2 buy, 2 hold, 0 sell; average target USD 555.67, −0.0% against the last price.

AMD Advanced Micro Devices

Tue Nov 3, after the close

  • Analysts expect: EPS USD 1.94, revenue USD 13.1bn (+41.6% on the year).
  • Last quarter: revenue USD 11.5bn (+50.1% on the year), operating margin 17.3%.
  • Against estimates: EPS beat in 5 of the last 8 reports.
  • The stock after results: last time −0.5% (Aug 4), 7.6% either way on average over 8 reports. Option prices now allow for a 9.1% move.
  • Analysts' ratings: 44 buy, 10 hold, 0 sell; average target USD 645.82, +36.4% against the last price.
  • Already reported in Semiconductors: INTC −31.2%, 000660.KS +16.6%, LRCX −12.6%, KLAC +9.0% (the stock the day after).

PLTR Palantir Technologies

Mon Nov 2, after the close

  • Analysts expect: EPS USD 0.41, revenue USD 2.2bn (+84.6% on the year).
  • Last quarter: revenue USD 1.9bn (+92.8% on the year), operating margin 47.1%.
  • Against estimates: EPS beat in 7 of the last 8 reports.
  • The stock after results: last time +32.2% (Aug 3), 15.4% either way on average over 8 reports. Option prices now allow for a 12.7% move.
  • Analysts' ratings: 21 buy, 8 hold, 3 sell; average target USD 212.50, +17.3% against the last price.
  • Already reported in Software and SaaS: NOW −29.1%, SAP.DE +4.4% (the stock the day after).

AMGN Amgen

Tue Nov 3, after the close

  • Analysts expect: EPS USD 5.78, revenue USD 10.1bn (+5.3% on the year).
  • Last quarter: revenue USD 10.1bn (+9.5% on the year), operating margin 35.0%.
  • Against estimates: EPS beat in 8 of the last 8 reports.
  • The stock after results: last time +7.6% (Aug 4), 5.1% either way on average over 8 reports. Option prices now allow for a 4.5% move.
  • What revenue consists of: Other Products 17% (+23.0%), Repathaevolocumab 9% (+36.9%), Prolia 8% (−32.4%) (share and change on the year, last quarter).
  • Analysts' ratings: 12 buy, 17 hold, 5 sell; average target USD 397.32, −15.1% against the last price.
  • Already reported in Pharma: LLY +10.0%, AZN +7.6%, GILD +7.2%, MRK +6.1% (the stock the day after).

TM Toyota Motor

Thu Nov 5, before the open

  • Analysts expect: EPS USD 2.74, revenue JPY 13,345.4bn (+7.8% on the year).
  • Last quarter: revenue JPY 13,525.4bn (+10.4% on the year), operating margin 7.9%.
  • Against estimates: EPS beat in 6 of the last 8 reports.
  • The stock after results: last time −0.2% (Aug 4), 1.1% either way on average over 5 reports. Option prices now allow for a 5.3% move.
  • Analysts' ratings: 4 buy, 0 hold, 0 sell; average target USD 234.08, +19.6% against the last price.

ARM Arm Holdings

Wed Nov 4, after the close

  • Analysts expect: EPS USD 0.48, revenue USD 1.4bn (+21.4% on the year).
  • Last quarter: revenue USD 1.3bn (+22.4% on the year), operating margin 7.6%.
  • Against estimates: EPS beat in 7 of the last 8 reports.
  • The stock after results: last time −1.3% (Jul 29), 6.1% either way on average over 8 reports. Option prices now allow for a 12.0% move.
  • Analysts' ratings: 28 buy, 13 hold, 2 sell; average target USD 290.70, +45.6% against the last price.
  • Already reported in Semiconductors: INTC −31.2%, 000660.KS +16.6%, LRCX −12.6%, KLAC +9.0% (the stock the day after).

ANET Arista Networks

Tue Nov 3, after the close

  • Analysts expect: EPS USD 1.08, revenue USD 3.3bn (+44.4% on the year).
  • Last quarter: revenue USD 3.0bn (+37.7% on the year), operating margin 45.4%.
  • Against estimates: EPS beat in 8 of the last 8 reports.
  • The stock after results: last time +6.7% (Aug 4), 7.6% either way on average over 8 reports. Option prices now allow for a 9.9% move.
  • What revenue consists of: Product 86% (+38.8%), Service 14% (+31.3%) (share and change on the year, last quarter).
  • Analysts' ratings: 31 buy, 1 hold, 0 sell; average target USD 243.59, +47.7% against the last price.
  • Already reported in AI infrastructure and data centres: SNDK −18.1%, VRT +17.9%, WDC −9.2%, STX +8.3% (the stock the day after).

SHOP Shopify

Tue Nov 3, before the open

  • Analysts expect: EPS USD 0.46, revenue USD 3.7bn (+31.7% on the year).
  • Last quarter: revenue USD 3.6bn (+33.7% on the year), operating margin 17.6%.
  • Against estimates: EPS beat in 5 of the last 8 reports.
  • The stock after results: last time +19.6% (Aug 5), 13.2% either way on average over 8 reports. Option prices now allow for a 13.8% move.
  • What revenue consists of: Service 78% (+37.4%), Subscription And Circulation 22% (+22.3%) (share and change on the year, last quarter).
  • Analysts' ratings: 41 buy, 12 hold, 1 sell; average target USD 176.88, +12.7% against the last price.
  • Already reported in Software and SaaS: NOW −29.1%, SAP.DE +4.4% (the stock the day after).

COP ConocoPhillips

Thu Nov 5, before the open

  • Analysts expect: EPS USD 3.04, revenue USD 18.9bn (+21.9% on the year).
  • Last quarter: revenue USD 19.2bn (+36.8% on the year), operating margin 31.2%.
  • Against estimates: EPS beat in 7 of the last 8 reports.
  • The stock after results: last time +2.2% (Aug 6), 2.0% either way on average over 8 reports. Option prices now allow for a 4.7% move.
  • Analysts' ratings: 19 buy, 10 hold, 1 sell; average target USD 151.48, +2.9% against the last price.
  • Already reported in Oil and gas: SLB +7.1%, ENI.MI +4.7%, VLO −4.0%, BP.L −3.9% (the stock the day after).

MCD McDonald's

Wed Nov 4, before the open

  • Analysts expect: EPS USD 3.38, revenue USD 7.3bn (+2.9% on the year).
  • Last quarter: revenue USD 7.1bn (+3.8% on the year), operating margin 46.5%.
  • Against estimates: EPS beat in 5 of the last 8 reports.
  • The stock after results: last time +3.3% (Aug 4), 2.6% either way on average over 8 reports. Option prices now allow for a 3.7% move.
  • What revenue consists of: International Operated Markets 51% (+4.1%), USMarket 40% (+1.7%), International Developmental Licensed Marketsand Corporate 9% (+11.5%) (share and change on the year, last quarter).
  • Analysts' ratings: 19 buy, 13 hold, 1 sell; average target USD 291.75, +10.2% against the last price.

The others by day

Mon Nov 2

Company When EPS estimate
VRTX Vertex Pharmaceuticals after the close 4.78 USD
MAR Marriott International before the open 2.85 USD
WMB The Williams Companies after the close 0.54 USD
WBC.AX Westpac Banking — —

Tue Nov 3

Company When EPS estimate
PFE Pfizer before the open 0.73 USD
ETN Eaton before the open 3.55 USD
MPC Marathon Petroleum before the open 26.00 USD
BKNG Booking Holdings after the close 4.50 USD
ISP.MI Intesa Sanpaolo S.p.A. — 0.15 EUR
SBIN.NS State Bank of India after the close 22.49 INR
SU Suncor Energy after the close 3.53 USD

Wed Nov 4

Company When EPS estimate
NVO Novo Nordisk A/S before the open 4.62 USD
QCOM QUALCOMM after the close 2.16 USD
UBER Uber Technologies before the open 0.90 USD
MCK McKesson after the close 10.75 USD
CVS CVS Health before the open 1.65 USD
8058.T Mitsubishi — 42.29 JPY
8001.T ITOCHU — 37.19 JPY
EMR Emerson Electric before the open 1.85 USD
9432.T NTT — 4.46 JPY
8031.T Mitsui & — 119.95 JPY
NAB.AX National Australia Bank — —
DDOG Datadog before the open 0.64 USD

Thu Nov 5

Company When EPS estimate
D05.SI DBS Group Holdings after the close 1.02 SGD
SONY Sony Group before the open 0.34 USD
DTE.DE Deutsche Telekom — 0.62 EUR
BHARTIARTL.NS Bharti Airtel after the close 15.16 INR
CNQ Canadian Natural Resources before the open 1.49 USD
PH Parker-Hannifin before the open 8.17 USD
SO The Southern before the open 1.71 USD
NET Cloudflare after the close 0.34 USD
DUK Duke Energy before the open 1.86 USD
ABNB Airbnb after the close 2.85 USD
MNST Monster Beverage after the close 0.30 USD
EOG EOG Resources after the close 4.45 USD
NGG National Grid after the close —
SPG Simon Property Group after the close 1.62 USD

Fri Nov 6

Company When EPS estimate
ENB Enbridge before the open 0.49 USD
O39.SI Oversea-Chinese Banking after the close 0.44 SGD
MRNA Moderna before the open −1.25 USD

Also reporting: MELI, MSI, CI, ITUB, DASH, WBD, BAM, APP, LITE, MFC, DHL.DE, 7011.T, ET, APD, RACE, CMI, APO, TRGP, MQG.AX, TRP, ENGI.PA, 9433.T, ALL, GWW, TDG, MET, COR, 373220.KS, AFL, MPLX, 7974.T, CVE, 0388.HK, NTRA, FANG, GWO.TO, CAH, DVN, 1211.SR, SRE, BAYN.DE, AME, SREN.SW, RHM.F, SHL.DE, BDX, O, EW, WPM, ETR, U11.SI, TRI, CSU.TO, HUM, KDP, ROK, VMRK, VST, XYZ, WAT, IDXX, ED, AIG, YUM, MCHP, LYV, COHR, SYY, PRU, EL, MLM, ADM, PEG, KMB, AXON, IRM, EXPE, TKO, MTD, ZTS, AEE, ATO, KHC, DTE, ECHO, ON, PPL, FISV, CPAY, EXPD, ES, VRSK, GPN, Q, IFF, FOX, RL, TPR, TPL, L, STE, AMCR, VTRS, SMCI, PTC, SWKS, NRG, BR, FIS, SBAC, EVRG, CDW, DD, CF, APA, ZBH, LDOS, BALL, HST, RVTY, ZBRA, CRL, NWS, BEN, SWK, FICO, TRMB, CHTR, IT, AIZ, REG, SOLV, DOC, AKAM, UDR, PNW, JKHY, ALB, CLX, AES, PODD, CPT, HSIC, APTV, WYNN, MOS, GRAB.

What else comes out this week

  • JOLTS job openings, Tue Nov 3 (forecast 7.11M). A figure above the forecast can help stocks (more openings mean firms hunt for staff and have to raise wages, firms earn more) or hurt them (the Fed then cuts later). Stocks and the 2-year yield don't move mostly one way now, so neither path dominates.
  • Jobless claims, Thu Nov 5 (forecast 197K). Fewer claims than expected can help stocks (fewer claims mean fewer people lose their jobs – they have money to spend, firms earn more) or hurt them (the Fed then cuts later). Stocks and the 2-year yield don't move mostly one way now, so neither path dominates.
  • Payrolls and unemployment, Fri Nov 6 (forecast 63K). A figure above the forecast can help stocks (more jobs mean firms are hiring, people have money to spend and wages rise, firms earn more) or hurt them (the Fed then cuts later). Stocks and the 2-year yield don't move mostly one way now, so neither path dominates.

Questions people ask

  • Who reports this week? Apple, Saudi Arabian Oil, Berkshire Hathaway, Advanced Micro Devices, Palantir Technologies, Amgen, Toyota Motor, Arm Holdings and 191 more.
  • What is the move options allow for? The price of the call plus the put struck near today's price, at the first expiry after the report, divided by the share price. It says what the market pays for options, not where the stock will go.

More on hedger

The market calendar → · Last week's results → · The week in markets →

Source: Yahoo Finance · SEC EDGAR

Read next