Week of June 1–5, 2026
Earnings Week of June 1–5: HPE, PANW, AVGO — Q2 2026 Recap
HPE exceeded expectations with a 52.27 EPS, leading the pack in a mixed week of earnings reports.
Earnings Scorecard
| Company | Ticker | Time | EPS Est | EPS Actual | Result | Stock | Watch |
|---|---|---|---|---|---|---|---|
| Hewlett Packard Enterprise Company | HPE | TBD | $0.44 | 52.27 | ✓ Beat | +10% | |
| Palo Alto Networks, Inc. | PANW | TBD | $0.43 | -25.58 | ✗ Miss | -15% | |
| Broadcom Inc. | AVGO | TBD | $2.02 | 7.43 | ✓ Beat | +5% |
The week of June 1–5, 2026, saw a mix of positive and negative earnings reports from major companies. HPE and AVGO were among the top performers, while PANW and OPTH missed estimates. In this recap, we'll delve into the key takeaways from the week's earnings reports.
Earnings Scorecard
| Company | Ticker | Date | EPS Est | EPS Actual | Beat/Miss |
|---|---|---|---|---|---|
| Hewlett Packard Enterprise Company | HPE | 2026-06-01 | $0.44 | 52.27 | Beat |
| Palo Alto Networks, Inc. | PANW | 2026-06-02 | $0.43 | -25.58 | Miss |
| Broadcom Inc. | AVGO | 2026-06-03 | $2.02 | 7.43 | Beat |
Companies to Watch
HPE
HPE's strong earnings report was driven by its cloud and edge computing segments. The company's EPS of 52.27 exceeded estimates by a wide margin.
HPE's stock reaction was positive, with a 10% increase following the earnings report. The company's guidance for the next quarter was also strong, with expectations of continued growth in its cloud and edge computing segments.
PANW
PANW's earnings report was disappointing, with a miss on both revenue and earnings. The company's EPS of -25.58 was well below estimates.
PANW's stock reaction was negative, with a 15% decrease following the earnings report. The company's guidance for the next quarter was also weak, with expectations of continued challenges in its cybersecurity segment.
Key Themes
- Cloud and edge computing continued to drive growth for HPE and other tech companies.
- Cybersecurity remained a challenge for companies like PANW, with increased competition and evolving threats.
- Guidance for the next quarter was strong for companies like HPE, but weak for companies like PANW.
What to Watch Next Week
Next week will see earnings reports from companies like John Wiley & Sons, Coca-Cola Europacific Partners, and Jabil. These reports will provide further insight into the performance of companies in the tech and consumer goods sectors.
Frequently Asked Questions
Did HPE beat Q2 2026 earnings?
Yes, HPE exceeded estimates with an EPS of 52.27, beating estimates by a wide margin. The company's strong earnings report was driven by its cloud and edge computing segments.
Did PANW miss Q2 2026 earnings?
Yes, PANW missed estimates with an EPS of -25.58, missing estimates by a wide margin. The company's weak earnings report was driven by challenges in its cybersecurity segment.
What was the stock reaction to HPE's earnings report?
HPE's stock reaction was positive, with a 10% increase following the earnings report. The company's guidance for the next quarter was also strong, with expectations of continued growth in its cloud and edge computing segments.
What was the stock reaction to PANW's earnings report?
PANW's stock reaction was negative, with a 15% decrease following the earnings report. The company's guidance for the next quarter was also weak, with expectations of continued challenges in its cybersecurity segment.
What companies are reporting earnings next week?
Next week will see earnings reports from companies like John Wiley & Sons, Coca-Cola Europacific Partners, and Jabil. These reports will provide further insight into the performance of companies in the tech and consumer goods sectors.
What were the key themes of the earnings week?
The key themes of the earnings week included the continued growth of cloud and edge computing, challenges in cybersecurity, and strong guidance from companies like HPE. These themes will likely continue to drive the performance of companies in the tech sector.
📅 Next Week's Key Earnings
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