Analyst Consensus ?
ConsensusBuy61 ratings
Bullish3760.6%
Neutral2032.8%
Bearish46.6%
1 unmapped firm rating excluded from the percentages.
The Home Depot, Inc. · HD · FY2025 Q4 · Calendar Q1 2026
Home Depot Maintains FY2026 View as Pro Investments Expand
The call provides evidence for a measured constructive view: Pro-market share gains, AI-enabled tools, delivery improvements and footprint expansion support demand, while maintained guidance and identified housing, consumer and margin risks argue against an unqualified growth conclusion.
Reported Before market openNYSEConsumer Cyclical
$295.86B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.72
Consensus $2.53
EPS surprise
+7.5%
Reported versus consensus
Reported revenue
$38.20B
Consensus $38.09B
Revenue surprise
+0.3%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+2.0%
Event window
SPY move
+0.7%
Same window
Abnormal move
+1.3%
Stock minus SPY
Volume
1.4×
Versus trailing sessions
Subsequent drift
-13.9%
Up to 20 sessions
HDSPY benchmark
Ask FN2 about HD FY2025 Q4
Transcript, numbers and history already loaded
Why did HD rise 2.0% after beating EPS estimates in FY2025 Q4?What changed in HD's guidance and outlook in FY2025 Q4?Give me the bull and bear case for HD after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, management moved from a lowered outlook to maintained FY2026 guidance. The emphasis also shifted toward executing the Pro ecosystem—AI tools, delivery reliability, trade credit, digital integration and cross-selling—while GMS integration and consumer and housing pressures remained central risks.
Guidance delta
Guidance sentiment improved from the prior quarter's lowered outlook to maintained FY2026 guidance: sales growth of 2.5%–4.5%, comparable sales growth of flat to 2%, and operating margin of about 12.4%–12.6%.
Key takeaways
- Management maintained FY2026 guidance while emphasizing Pro-market share gains and ecosystem investments.
- AI project takeoff and list-builder tools, delivery tracking and trade-credit initiatives support the Pro strategy.
- GMS integration, housing affordability, consumer uncertainty and potential tariff exposure remain key constraints.
Management priorities
- Roll out AI project takeoff and list-builder applications for Pro customers.
- Improve delivery reliability through real-time tracking and handheld driver devices.
- Expand the store and SRS footprint while cross-selling across Home Depot, SRS and GMS.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$291.67Current
$250Low
$387.21Average
$497High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 24, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Bernstein | Market Perform | Market Perform | Maintain | Sep 9, 2026 |
| UBS | Buy | Buy | Maintain | Aug 19, 2026 |
| Truist Securities | Buy | Buy | Maintain | Aug 19, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Aug 19, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Aug 19, 2026 |
| Keybanc | Sector Weight | Maintain | Aug 19, 2026 | |
| Guggenheim | Buy | Buy | Maintain | Aug 19, 2026 |
| DA Davidson | Buy | Buy | Maintain | Aug 19, 2026 |
| Argus Research | Buy | Buy | Maintain | Aug 19, 2026 |
| Stifel | Hold | Hold | Maintain | Aug 17, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Aug 11, 2026 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Jun 23, 2026 |
| TD Cowen | Buy | Buy | Maintain | May 20, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | May 20, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | May 20, 2026 |
| Baird | Outperform | Outperform | Maintain | May 20, 2026 |
| Jefferies | Buy | Buy | Maintain | May 19, 2026 |
| BNP Paribas | Neutral | Neutral | Maintain | May 19, 2026 |
| Oppenheimer | Perform | Perform | Maintain | May 18, 2026 |
| Citigroup | Buy | Buy | Maintain | May 12, 2026 |
| Telsey Advisory Group | Outperform | Outperform | Maintain | Mar 25, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Nov 19, 2025 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Nov 19, 2025 |
| B of A Securities | Buy | Buy | Maintain | Nov 19, 2025 |
| JP Morgan | Overweight | Overweight | Maintain | Nov 10, 2025 |
| TD Securities | Buy | Buy | Maintain | May 21, 2025 |
| Wedbush | Outperform | Outperform | Maintain | Feb 26, 2025 |
| Loop Capital | Buy | Buy | Maintain | Feb 26, 2025 |
| Barclays | Overweight | Overweight | Maintain | Nov 5, 2024 |
| Gordon Haskett | Buy | Accumulate | Maintain | Oct 2, 2024 |
| Raymond James | Market Perform | Market Perform | Maintain | May 15, 2024 |
| HSBC | Reduce | Reduce | Maintain | May 15, 2024 |
| Zelman & Assoc | Outperform | Neutral | Upgrade | Apr 2, 2024 |
| Credit Suisse | Neutral | Neutral | Maintain | May 17, 2023 |
| Roth MKM | Neutral | Neutral | Maintain | Feb 22, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 22, 2023 |
| Exane BNP Paribas | Neutral | Outperform | Downgrade | Oct 19, 2022 |
| MKM Partners | Neutral | Neutral | Maintain | Jun 23, 2022 |
| OTR Global | Mixed | Positive | Downgrade | May 10, 2022 |
| Nomura Instinet | Buy | Buy | Maintain | Jun 23, 2020 |
| Nomura | Buy | Buy | Maintain | Jun 23, 2020 |
| SunTrust Robinson Humphrey | Hold | Hold | Maintain | Apr 16, 2020 |
| CFRA | Strong Buy | Hold | Upgrade | Mar 11, 2020 |
| Stifel Nicolaus | Buy | Buy | Maintain | Feb 26, 2020 |
| Edward Jones | Hold | Buy | Downgrade | Nov 11, 2019 |
| DZ Bank | Sell | Hold | Downgrade | Sep 19, 2019 |
| Citi | Buy | Buy | Maintain | Sep 13, 2019 |
| Gabelli & Co. | Hold | Buy | Downgrade | Jul 16, 2019 |
| Deutsche Bank | Buy | Buy | Maintain | Feb 27, 2019 |
| Bank of America | Neutral | Buy | Downgrade | Nov 16, 2018 |
| Argus | Buy | Buy | Maintain | May 5, 2018 |
| BMO Capital | Outperform | Outperform | Maintain | Feb 22, 2018 |
| Moffett Nathanson | Buy | Buy | Maintain | Dec 4, 2017 |
| Atlantic Equities | Overweight | Neutral | Upgrade | Nov 28, 2017 |
| PiperJaffray | Neutral | Overweight | Downgrade | Oct 31, 2016 |
| BTIG Research | Buy | Buy | Maintain | Jun 1, 2016 |
| Topeka | Buy | Buy | Maintain | May 24, 2016 |
| Cantor Fitzgerald | Hold | Hold | Maintain | Nov 18, 2015 |
| Rhino Trading | Sell | Sell | Maintain | Jan 20, 2015 |
| Standpoint Research | Sell | Sell | Maintain | Dec 2, 2013 |
| Ladenburg Thalmann | Hold | Sell | Upgrade | Aug 22, 2013 |
| Canaccord Genuity | Hold | Hold | Maintain | Mar 21, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $291.67. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Bernstein | Zhihan Ma | $354 | $347.67 | +21.4% | Aug 19, 2026 |
| RBC Capital | Steven Shemesh | $342 | $347.75 | +17.3% | Aug 19, 2026 |
| UBS | Analyst unavailable | $420 | $348.09 | +44.0% | Aug 19, 2026 |
| Truist Financial | Analyst unavailable | $373 | $337.49 | +27.9% | Aug 19, 2026 |
| Mizuho Securities | David Bellinger | $390 | $337.49 | +33.7% | Aug 19, 2026 |
| Jefferies | Jonathan Matuszewski | $398 | $337.64 | +36.5% | Aug 18, 2026 |
| Stifel Nicolaus | Analyst unavailable | $340 | $338.86 | +16.6% | Aug 17, 2026 |
| RBC Capital | Analyst unavailable | $343 | $345.44 | +17.6% | Aug 12, 2026 |
| Bernstein | Analyst unavailable | $344 | $345.24 | +17.9% | Aug 12, 2026 |
| Morgan Stanley | Analyst unavailable | $400 | $300.46 | +37.1% | May 20, 2026 |
| RBC Capital | Steven Shemesh | $340 | $302.44 | +16.6% | May 20, 2026 |
| Piper Sandler | Analyst unavailable | $378 | $302.44 | +29.6% | May 20, 2026 |
| Mizuho Securities | Analyst unavailable | $385 | $302.44 | +32.0% | May 20, 2026 |
| Guggenheim | Steven Forbes | $425 | $302.44 | +45.7% | May 20, 2026 |
| Wells Fargo | Analyst unavailable | $360 | $302.44 | +23.4% | May 20, 2026 |
| Bernstein | Zhihan Ma | $346 | $302.44 | +18.6% | May 20, 2026 |
| D.A. Davidson | Michael Baker | $377 | $302.44 | +29.3% | May 19, 2026 |
| Wolfe Research | Spencer Hanus | $365 | $300.71 | +25.1% | May 19, 2026 |
| Jefferies | Analyst unavailable | $361 | $300.91 | +23.8% | May 19, 2026 |
| Truist Financial | Analyst unavailable | $369 | $301.72 | +26.5% | May 19, 2026 |
| Stifel Nicolaus | Analyst unavailable | $320 | $297.51 | +9.7% | May 18, 2026 |
| Piper Sandler | Analyst unavailable | $421 | $304.35 | +44.3% | May 15, 2026 |
| Wells Fargo | Analyst unavailable | $375 | $302.55 | +28.6% | May 14, 2026 |
| Bernstein | Analyst unavailable | $365 | $302.55 | +25.1% | May 14, 2026 |
| Truist Financial | Analyst unavailable | $394 | $301.58 | +35.1% | May 13, 2026 |
| Telsey Advisory | Analyst unavailable | $435 | $374.54 | +49.1% | Feb 25, 2026 |
| D.A. Davidson | Analyst unavailable | $445 | $384.56 | +52.6% | Feb 24, 2026 |
| Jefferies | Analyst unavailable | $454 | $384.48 | +55.7% | Feb 24, 2026 |
| Truist Financial | Analyst unavailable | $424 | $384.56 | +45.4% | Feb 24, 2026 |
| Piper Sandler | Analyst unavailable | $422 | $382.25 | +44.7% | Feb 23, 2026 |
| Bernstein | Analyst unavailable | $381 | $383.04 | +30.6% | Feb 18, 2026 |
| Truist Financial | Analyst unavailable | $405 | $379.16 | +38.9% | Jan 16, 2026 |
| Morgan Stanley | Analyst unavailable | $412 | $375.95 | +41.3% | Jan 15, 2026 |
| Truist Financial | Analyst unavailable | $390 | $355.86 | +33.7% | Dec 17, 2025 |
| D.A. Davidson | Analyst unavailable | $407 | $346.8 | +39.5% | Dec 10, 2025 |
| RBC Capital | Steven Shemesh | $366 | $347.06 | +25.5% | Dec 10, 2025 |
| Wells Fargo | Analyst unavailable | $395 | $345.27 | +35.4% | Dec 10, 2025 |
| UBS | Analyst unavailable | $430 | $345.27 | +47.4% | Dec 10, 2025 |
| Piper Sandler | Peter Keith | $441 | $345.27 | +51.2% | Dec 10, 2025 |
| Goldman Sachs | Analyst unavailable | $413 | $345.27 | +41.6% | Dec 10, 2025 |
| Telsey Advisory | Joseph Feldman | $410 | $345.27 | +40.6% | Dec 10, 2025 |
| Jefferies | Jonathan Matuszewski | $424 | $345.27 | +45.4% | Dec 10, 2025 |
| Bernstein | Zhihan Ma | $362 | $339.36 | +24.1% | Nov 24, 2025 |
| D.A. Davidson | Analyst unavailable | $430 | $334.5 | +47.4% | Nov 19, 2025 |
| UBS | Analyst unavailable | $445 | $334.5 | +52.6% | Nov 19, 2025 |
| Wells Fargo | Zachary Fadem | $400 | $336.48 | +37.1% | Nov 19, 2025 |
| Morgan Stanley | Simeon Gutman | $395 | $336.48 | +35.4% | Nov 19, 2025 |
| KGI Securities | Analyst unavailable | $320 | $336.48 | +9.7% | Nov 19, 2025 |
| Truist Financial | Analyst unavailable | $379 | $336.48 | +29.9% | Nov 18, 2025 |
| Wolfe Research | Analyst unavailable | $497 | $417 | +70.4% | Sep 17, 2025 |
| Stifel Nicolaus | Andrew Carter | $432 | $395.54 | +48.1% | Aug 18, 2025 |
| Wells Fargo | Analyst unavailable | $420 | $366.64 | +44.0% | Jun 30, 2025 |
| Evercore ISI | Greg Melich | $400 | $366.13 | +37.1% | May 22, 2025 |
| Bernstein | Zhihan Ma | $398 | $370.84 | +36.5% | May 21, 2025 |
| Piper Sandler | Analyst unavailable | $418 | $363.77 | +43.3% | Mar 24, 2025 |
| KGI Securities | Analyst unavailable | $428 | $389.69 | +46.7% | Mar 3, 2025 |
| Bernstein | Zhihan Ma | $421 | $384.23 | +44.3% | Jan 7, 2025 |
| Evercore ISI | Greg Melich | $430 | $348.64 | +47.4% | Nov 13, 2024 |
| Loop Capital Markets | Laura Champine | $465 | $348.64 | +59.4% | Nov 13, 2024 |
| Mizuho Securities | David Bellinger | $440 | $348.64 | +50.9% | Nov 13, 2024 |
| Truist Financial | Scot Ciccarelli | $465 | $398.4 | +59.4% | Nov 12, 2024 |
| Telsey Advisory | Joseph Feldman | $455 | $402.89 | +56.0% | Nov 8, 2024 |
| Truist Financial | Scot Ciccarelli | $455 | $411.9 | +56.0% | Oct 14, 2024 |
| Mizuho Securities | David Bellinger | $435 | $412.36 | +49.1% | Oct 11, 2024 |
| Loop Capital Markets | Laura Champine | $460 | $412.89 | +57.7% | Oct 9, 2024 |
| Gordon Haskett Capital Corporation | Chuck Grom | $450 | $408.93 | +54.3% | Oct 2, 2024 |
| Piper Sandler | Peter Keith | $455 | $399.53 | +56.0% | Sep 30, 2024 |
| Loop Capital Markets | Laura Champine | $360 | $386.09 | +23.4% | Sep 17, 2024 |
| RBC Capital | Steven Shemesh | $363 | $355.66 | +24.5% | Aug 14, 2024 |
| Jefferies | Jonathan Matuszewski | $407 | $350.07 | +39.5% | Aug 14, 2024 |
| UBS | Michael Lasser | $425 | $350.07 | +45.7% | Aug 14, 2024 |
| Loop Capital Markets | Laura Champine | $330 | $355.66 | +13.1% | Aug 14, 2024 |
| Stifel Nicolaus | Andrew Carter | $375 | $350.07 | +28.6% | Aug 14, 2024 |
| Truist Financial | Scot Ciccarelli | $396 | $360.84 | +35.8% | Aug 1, 2024 |
| Jefferies | Jonathan Matuszewski | $426 | $369.06 | +46.1% | Jul 16, 2024 |
| Stifel Nicolaus | Andrew Carter | $380 | $359.77 | +30.3% | Jul 15, 2024 |
| D.A. Davidson | Michael Baker | $395 | $341.82 | +35.4% | Jun 26, 2024 |
| RBC Capital | Steven Shemesh | $246 | $331.24 | -15.7% | May 22, 2024 |
| Mizuho Securities | David Bellinger | $415 | $349.25 | +42.3% | May 15, 2024 |
| HSBC | Daniela Bretthauer | $318 | $347.68 | +9.0% | May 15, 2024 |
| Truist Financial | Scot Ciccarelli | $406 | $340.5 | +39.2% | May 15, 2024 |
| Stifel Nicolaus | Andrew Carter | $374 | $340.5 | +28.2% | May 14, 2024 |
| D.A. Davidson | Michael Baker | $352 | $340.88 | +20.7% | May 14, 2024 |
| Goldman Sachs | Kate McShane | $388 | $340.96 | +33.0% | May 14, 2024 |
| Morgan Stanley | Simeon Gutman | $380 | $340.96 | +30.3% | May 14, 2024 |
| Evercore ISI | Greg Melich | $420 | $340.96 | +44.0% | May 14, 2024 |
| RBC Capital | Steven Shemesh | $377 | $340.96 | +29.3% | May 14, 2024 |
| Wedbush | Seth Basham | $410 | $371.2 | +40.6% | Apr 1, 2024 |
| Truist Financial | Scot Ciccarelli | $417 | $383.6 | +43.0% | Apr 1, 2024 |
| Telsey Advisory | Joseph Feldman | $360 | $383.6 | +23.4% | Mar 28, 2024 |
| Goldman Sachs | Kate McShane | $393 | $362.57 | +34.7% | Feb 20, 2024 |
| Piper Sandler | Peter Keith | $400 | $358.43 | +37.1% | Jan 16, 2024 |
| Wedbush | Seth Basham | $380 | $356.8 | +30.3% | Jan 10, 2024 |
| Barclays | Seth Sigman | $372 | $339.48 | +27.5% | Jan 4, 2024 |
| RBC Capital | Steven Shemesh | $303 | $293.94 | +3.9% | Nov 7, 2023 |
| Telsey Advisory | Joseph Feldman | $330 | $292.39 | +13.1% | Oct 4, 2023 |
| Stifel Nicolaus | John Baugh | $350 | $306.7 | +20.0% | Sep 22, 2023 |
| Citigroup | Steven Zaccone | $250 | $324.06 | -14.3% | Aug 21, 2023 |
| Telsey Advisory | Joseph Feldman | $315 | $332.21 | +8.0% | Aug 15, 2023 |
| Morgan Stanley | Simeon Gutman | $320 | $300.07 | +9.7% | Jun 12, 2023 |
| Goldman Sachs | Kate McShane | $310 | $285.33 | +6.3% | May 17, 2023 |
| Oppenheimer | Brian Nagel | $400 | $297.04 | +37.1% | Feb 23, 2023 |
| Bernstein | Dean Rosenblum | $333 | $299.97 | +14.2% | Feb 22, 2023 |
| Cowen & Co. | Cowen Cowen | $379 | $323.34 | +29.9% | Dec 19, 2022 |
| Truist Financial | Analyst unavailable | $382 | $314.42 | +31.0% | Nov 16, 2022 |
| J.P. Morgan | Analyst unavailable | $328 | $312.28 | +12.5% | Nov 16, 2022 |
| Piper Sandler | Peter Keith | $323 | $311.93 | +10.7% | Nov 16, 2022 |
| Jefferies | Analyst unavailable | $394 | $284.39 | +35.1% | Oct 3, 2022 |
| Truist Financial | Analyst unavailable | $399 | $327.91 | +36.8% | Aug 17, 2022 |
| Guggenheim | Analyst unavailable | $355 | $327.09 | +21.7% | Aug 17, 2022 |
| UBS | Analyst unavailable | $370 | $325.58 | +26.9% | Aug 17, 2022 |
| Raymond James | Analyst unavailable | $350 | $327.38 | +20.0% | Aug 17, 2022 |
| Robert W. Baird | Analyst unavailable | $360 | $327.38 | +23.4% | Aug 17, 2022 |
| Goldman Sachs | Kate McShane | $309 | $279.08 | +5.9% | Jul 4, 2022 |
| Gordon Haskett Capital Corporation | Chuck Grom | $315 | $274.27 | +8.0% | Jun 30, 2022 |
| Argus Research | Chris Graja | $400 | $287.19 | +37.1% | May 22, 2022 |
| Jefferies | Jonathan Matuszewski | $400 | $282.43 | +37.1% | May 20, 2022 |
| Citigroup | Analyst unavailable | $348 | $282.94 | +19.3% | May 20, 2022 |
| D.A. Davidson | Analyst unavailable | $330 | $291.43 | +13.1% | May 18, 2022 |
| Guggenheim | Steven Forbes | $350 | $300.95 | +20.0% | May 18, 2022 |
| Raymond James | Analyst unavailable | $340 | $300.95 | +16.6% | May 18, 2022 |
| Truist Financial | Scot Ciccarelli | $375 | $300.95 | +28.6% | May 17, 2022 |
| UBS | Michael Lasser | $360 | $296.03 | +23.4% | May 15, 2022 |
| Piper Sandler | Peter Keith | $310 | $306.36 | +6.3% | May 3, 2022 |
| Wells Fargo | Zachary Fadem | $350 | $311.11 | +20.0% | Apr 10, 2022 |
| Gordon Haskett Capital Corporation | Chuck Grom | $355 | $301.89 | +21.7% | Apr 3, 2022 |
| Loop Capital Markets | Laura Champine | $320 | $306.6 | +9.7% | Feb 23, 2022 |
| Citigroup | Steven Zaccone | $377 | $306.6 | +29.3% | Feb 23, 2022 |
| Evercore ISI | Greg Melich | $390 | $306.6 | +33.7% | Feb 23, 2022 |
| Goldman Sachs | Kate McShane | $402 | $306.6 | +37.8% | Feb 23, 2022 |
| Guggenheim | Steven Forbes | $400 | $306.6 | +37.1% | Feb 23, 2022 |
| Telsey Advisory | Joe Feldman | $375 | $314.27 | +28.6% | Feb 22, 2022 |
| Robert W. Baird | Peter Benedict | $380 | $314.27 | +30.3% | Feb 22, 2022 |
| Jefferies | Jonathan Matuszewski | $455 | $314.27 | +56.0% | Feb 22, 2022 |
| Telsey Advisory | Joseph Feldman | $425 | $346.87 | +45.7% | Feb 21, 2022 |
| Morgan Stanley | Simeon Gutman | $420 | $366.54 | +44.0% | Jan 30, 2022 |
| Truist Financial | Scot Ciccarelli | $448 | $372 | +53.6% | Jan 17, 2022 |
| D.A. Davidson | Michael Baker | $420 | $407.48 | +44.0% | Dec 30, 2021 |
| Oppenheimer | Brian Nagel | $470 | $413.21 | +61.1% | Dec 6, 2021 |
| Credit Suisse | Daniel Oppenheim | $450 | $401.75 | +54.3% | Nov 18, 2021 |
| Barclays | Karen Short | $430 | $390.86 | +47.4% | Nov 17, 2021 |
| Bank of America Securities | Elizabeth Lane Suzuki | $411 | $388.37 | +40.9% | Nov 16, 2021 |
Track every rating change on HD the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationThe Home Depot, Inc. operates as a prominent retailer specializing in home renovation and improvement. Through its expansive network of "The Home Depot" stores, it furnishes consumers with an extensive array of goods, including building materials, home enhancement products, lawn and garden supplies, decorative items, and facilities maintenance, repair, and operational (MRO) supplies. In addition to selling products, the company extends professional installation services for key home features like flooring, cabinetry (including makeovers), countertops, furnaces and central air conditioning systems, and window replacements. Customers can also access tool and equipment rental options.…
Historical context
All HD earningsConsumer Cyclical peers this season
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Latest beats and misses
Who reports nextBeat on EPS
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
Get the HD recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-24T17:50:54.454284+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-24T17:50:54.451258+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-24. For educational purposes only; not investment advice.