Go beyond the consensus and become a better stock picker with Earnings Whisper numbers, investor sentiment, and proprietary research and tools to help you capture the Post-Earnings Announcement Drift (PEAD) and outperform the overall stock market. Plus, get the most accurate earnings dates, earnings news, and insights into how stocks react before
and after earnings.
The most anticipated earnings releases for the week beginning October 14, 2026 are
ASMLASMLTSMTaiwan Semiconductor ManufacturingBACBank of AmericaNFLXNetflixMSMorgan Stanley
Macro data is positive, guidance and estimates are rising, early earnings results have been strong, and the yield curve is holding steady. The question is whether the banks confirm that borrowers are still healthy.
TSMTaiwan Semiconductor Manufacturingis confirmed to report Thursday, October 15, before the open.
TSMC Must Prove Its AI Boom Can Outrun N2 Margin Dilution as Expectations Climb
TSMC enters its third-quarter report with an awkward kind of problem: demand is so strong that the costs of meeting it are starting to show up in the margin line. Management raised its full-year growth target for the third straight quarter last time and called AI demand essentially insatiable. It also warned that the steep ramp of its N2 process would pull gross margin lower. The October 15 release, due before the open, is the first real test of whether revenue momentum can absorb that dilution without disappointing a market that has already priced in a great deal of good news.
The Street is looking for earnings of $4.45 per share on revenue of $45.65 billion. That would mean growth of roughly 52% in earnings and 38% in revenue from a year ago, an exceptional pace for a company of this size. Management guided to revenue of $44.6 billion to $45.8 billion. When that range was issued, consensus sat well below it, near $42.6 billion. Analysts have since chased the number up to the top of the range. In other words, a result merely at the midpoint would now look like a soft quarter. TSMC has a habit of landing at or above the upper end, but the cushion is thinner than usual.
Progressive (PGR) reported earnings of $4.60 per share on revenue of $23.19 billion for the third quarter ended September 2026. The consensus earnings estimate was $4.46 per share on revenue of $23.41 billion. The Earnings Whisper number was $4.40 per share. The company beat expectations by 4.55% while revenue grew 3.02% on a year-over-year basis.
Progressive Corp is an insurance holding company, whose subsidiaries provides personal and commercial automobile insurance and other property-casualty insurance and related services throughout the United States.
State Street (STT) reported earnings of $3.69 per share on revenue of $6.06 billion for the third quarter ended September 2026. The consensus earnings estimate was $3.65 per share on revenue of $4.04 billion. The Earnings Whisper number was $3.75 per share. The company missed expectations by 1.60% while revenue grew 5.36% on a year-over-year basis.
State Street Corp provides a range of investment management strategies, investment management advisory services and other financial services for corporations, public funds and other sophisticated investors.
Morgan Stanley (MS) reported earnings of $3.03 per share on revenue of $33.28 billion for the third quarter ended September 2026. The consensus earnings estimate was $2.83 per share on revenue of $19.63 billion. The Earnings Whisper number was $2.92 per share. The company beat expectations by 3.77% while revenue grew 6.69% on a year-over-year basis.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.
XMTR
21.0% since the report
1.7% above its post-earnings high
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