Mark Your Calendars for These Portfolio Earnings Dates
We’ll update this table as more of our holdings reveal their reporting dates.
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This week saw three Pro Portfolio holdings report their quarterly results. All three reports were not only better than Wall Street expected, but the drivers behind those positive surprises were fueled by our reasons for owning them.
As you can see in the table below, next week is a very light one when it comes to other names in the Pro Portfolio reporting their September-quarter results and sharing updated outlooks. All we have on tap is United Rentals (URI) , but the following week is a barn burner with 10 holdings reporting across three days as we close out October.
You’ll quickly notice that those 10 reports coming during the final week of October account for ~25% of the S&P 500. That means the week of October 27 will be a big one for the market. It also means the collective comments for AI adoption and capital spending that week will shape what’s next for the shares of Nvidia (NVDA) and Marvell (MRVL) , as well as others like Advanced Micro Devices AMD, Intel (INTC) , and Broadcom (AVGO) . Including those companies means that what we learn that week will impact ~35% of the market-cap-weighted S&P 500.
We’ll be sure to connect the dots with the earnings reports we get next week, but we’ll also be on the lookout for earnings pre-announcements, positive as well as negative.
As more of our holdings announce when they will be reporting, we'll be sure to update this table.
At the time of publication, TheStreet Pro Portfolio was long URI, NVDA and MRVL.
