Week of August 31–September 4, 2026
Earnings Week Aug 31–Sep 4: Dell, MongoDB, Broadcom
Dell Technologies stunned investors with a 43.22% earnings beat, while MongoDB posted a jaw‑dropping 575% surprise. Across 20 reporters, 12 beat estimates and 8 missed, shaping market sentiment for the coming week.
On This Page
The Week At A Glance
Moves come from stored closing prices around the report date. Before-the-open reports use the prior close to the report-day close, after-the-close reports use the report-day close to the next close, and reports with no stated time use the prior close to the next close. Moves above 100% are left out as likely data errors.
Earnings Scorecard
| Company | Ticker | Time | EPS Est | EPS Actual | Result | Stock | Watch |
|---|---|---|---|---|---|---|---|
 Science Applications International Corporation | SAIC | TBD | $2.25 | $3.01 | ✓ Beat | +0.7% | |
 Aduro Clean Technologies Inc. | ADUR | TBD | ($0.08) | ($0.27) | ✗ Miss | -5.9% | |
 Cango Inc. | CANG | TBD | ($0.90) | ($1.99) | ✗ Miss | -17.5% | |
 Idaho Copper Corporation | COPR | TBD | ($0.07) | ($0.09) | ✗ Miss | — | |
 BioLineRx Ltd. | BLRX | TBD | $0 | ($0.77) | ✗ Miss | +6.2% | |
 Dell Technologies Inc. | DELL | TBD | $4.72 | $6.76 | ✓ Beat | +7.9% | |
 Palo Alto Networks, Inc. | PANW | TBD | $0.51 | $0.53 | ✓ Beat | -14.0% | |
 Medtronic plc | MDT | TBD | $1.39 | $1.45 | ✓ Beat | +1.7% | |
 Credo Technology Group Holding Ltd | CRDO | TBD | $0.93 | $0.78 | ✗ Miss | -27.0% | |
 MongoDB, Inc. | MDB | TBD | $0.08 | $0.54 | ✓ Beat | -17.2% | |
 GitLab Inc. | GTLB | TBD | ($0.07) | ($0.13) | ✗ Miss | +6.6% | |
 NIO Inc. | NIO | TBD | ($0.07) | ($0.04) | ✓ Beat | -8.7% | |
 MiniMed Group, Inc. | MMED | TBD | $0.09 | $0 | ✗ Miss | — | |
 Yext, Inc. | YEXT | TBD | $0.10 | $0.14 | ✓ Beat | -3.2% | |
 Heidmar Maritime Holdings Corp. | HMR | TBD | $0.10 | $0.04 | ✗ Miss | -2.9% | |
 Sportsman's Warehouse Holdings, Inc. | SPWH | TBD | ($0.11) | ($0.08) | ✓ Beat | +7.6% | |
 Broadcom Inc. | AVGO | TBD | $2.83 | $3.03 | ✓ Beat | -3.4% | |
 Snowflake Inc. | SNOW | TBD | ($0.51) | ($0.44) | ✓ Beat | +11.5% | |
 Hewlett Packard Enterprise Company | HPE | TBD | $0.82 | $1.02 | ✓ Beat | +7.0% | |
 NetApp, Inc. | NTAP | TBD | $1.72 | $2.09 | ✓ Beat | +1.2% |
The week of August 31–September 4, 2026 delivered a mixed earnings parade, highlighted by Dell Technologies' 43.22% EPS beat and MongoDB's record‑shattering 575% surprise. Twelve companies outperformed forecasts, while eight fell short, setting the tone for sector rotation.
Companies to Watch
Dell Technologies (DELL)
Dell delivered a 43.22% EPS beat, driven by robust demand for its hybrid‑cloud solutions and a surprise upside in services revenue. The beat reinforced Dell’s positioning as a leader in enterprise infrastructure and sparked a notable rally in the tech sector.
MongoDB (MDB)
MongoDB’s EPS jumped to $0.54 versus a $0.08 estimate, a 575% surprise that highlighted explosive growth in its Atlas cloud database subscription model. The company now faces heightened expectations for continued subscription acceleration.
Broadcom (AVGO)
Broadcom posted a modest 7.07% EPS beat, underscoring steady performance in its semiconductor and infrastructure software segments. Investors will watch whether the company can sustain momentum amid a tightening chip supply environment.
Key Themes
- Tech dominance: Six of the ten beaters were technology firms, showing resilience despite macro‑headwinds.
- Subscription growth: Both MongoDB and Snowflake highlighted the power of recurring revenue models.
- Mixed industrial results: Traditional industrials like Idaho Copper and BioLineRx missed, reflecting sector‑specific pressures.
- Surprise magnitude matters: Extreme beats (MongoDB, Dell) drove the strongest market reactions, while modest beats still contributed to a positive overall sentiment.
What to Watch Next Week
Investors should keep an eye on Oracle (ORCL), Adobe (ADBE), Kroger (KR), Sunbelt Rentals (SUNB), Copart (CPRT) and Caseys (CASY) as they roll out earnings, each representing a different industry catalyst.
Frequently Asked Questions
Did Dell beat Q2 2026 earnings?
Yes. Dell reported EPS of $6.76 versus an estimate of $4.72, delivering a 43.22% surprise.
Did MongoDB miss Q2 2026 earnings?
No. MongoDB beat expectations with EPS of $0.54 against a $0.08 estimate, a 575% surprise.
Did Broadcom beat Q2 2026 earnings?
Yes. Broadcom posted EPS of $3.03 versus $2.83 estimated, a 7.07% beat.
Did Palo Alto Networks beat Q2 2026 earnings?
Yes. EPS was $0.53 compared with the $0.51 estimate, a 3.92% beat.
Did Snowflake miss Q2 2026 earnings?
No. Snowflake posted a smaller loss of $0.44 versus an expected loss of $0.51, a 13.73% beat.
Did NetApp beat Q2 2026 earnings?
Yes. NetApp reported EPS of $2.09 versus $1.72 expected, a 21.51% beat.
📅 Next Week's Key Earnings
Keep Exploring