Market Pulse · Guidance & Outlook
Guidance & outlook
Every S&P 500 company that raised Guidance & outlook in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.
36 companies · 63 events · 20 positive · 2 negative · 3 unclear · 11 no estimate (counted in companies, so the parts add up)
Companies raising Guidance & outlook
- PLTR — Guidance and OutlookImportance 100 · Surprise 100Palantir Technologies Inc. · News · 2026-08-17 · 2 eventsManagement raised Palantir’s 2026 revenue outlook to approximately $8.15 billion. The revised outlook represents an 82% increase over 2025 revenue. The projected growth rate is above the 10% inclusion threshold and…
- AVGO — Guidance and OutlookImportance 100 · Surprise 100Broadcom Inc. · News · 2026-08-16AI semiconductors now account for approximately half of Broadcom’s revenue. Broadcom’s 2027 AI revenue guidance is $100 billion. The company reportedly has robust multi-year order coverage supporting its AI revenue…
- ORCL — Guidance and OutlookImportance 95 · Surprise 92ORACLE CORP · News · 2026-08-15 · 2 eventsOracle expects revenue to increase at a compound annual rate of 31% over the next five years. The forecast implies sustained high-growth expectations through approximately 2031, materially above the company’s 10%…
- MU — Guidance and OutlookImportance 90 · Surprise 84MICRON TECHNOLOGY INC · News · 2026-08-16 · 2 eventsMicron is reported to have guided fiscal fourth-quarter revenue to approximately $50 billion. The same outlook calls for about 86% gross margin in the fiscal fourth quarter. The guidance indicates continued strength…
- KLAC — Guidance / OutlookImportance 90 · Surprise 84KLA CORP · News · 2026-08-14KLA’s Q1 fiscal 2027 guidance projects approximately 25% year-over-year revenue growth. Management expects gross margin to remain stable during the quarter despite reported component-cost and supply-chain pressures.…
- CSCO — Guidance / OutlookImportance 85 · Surprise 76CISCO SYSTEMS, INC. · News · 2026-08-17Cisco reportedly issued a fiscal 2027 outlook calling for 15% revenue growth, driven by AI infrastructure demand. Reports also highlighted compressed gross margin guidance, reflecting the mix impact of lower-margin AI…
- NFLX — Guidance and OutlookImportance 75 · Surprise 64NETFLIX INC · News · 2026-08-17 · 2 eventsPershing Square reportedly expects Netflix advertising revenue to double to approximately $3 billion, exceeding the $377 million materiality threshold. The firm also projects sustained double-digit revenue growth and…
- AMGN — Guidance and OutlookImportance 75 · Surprise 60AMGEN INC · News · 2026-08-17 · 2 eventsAmgen raised its full-year 2026 revenue guidance to $38.2 billion-$39.4 billion, according to third-party reporting on August 17, 2026. The company reportedly reaffirmed its fiscal 2026 EPS guidance in connection with…
- AMAT — Guidance / OutlookImportance 75 · Surprise 60APPLIED MATERIALS INC /DE · News · 2026-08-17 · 3 eventsApplied Materials added $1,205 million of revenue in July and guided to approximately $1,135 million of additional revenue for October. Management also guided October non-GAAP gross margin to approximately 50.4%,…
- VRTX — Guidance and OutlookImportance 75 · Surprise 60VERTEX PHARMACEUTICALS INC / MA · News · 2026-08-14 · 2 eventsVertex raised its full-year 2026 revenue guidance to US$13.1 billion to US$13.2 billion. The updated outlook is above the materiality threshold of 3% of total revenue. Third-party commentary attributes longer-term…
- ANET — Guidance and OutlookImportance 73 · Surprise 92Arista Networks, Inc. · News · 2026-08-17 · 2 eventsArista Networks significantly raised its full-year 2026 guidance after reporting its first quarterly revenue result above $3 billion. The reported quarterly revenue increase was 37.7% year over year to $3.04 billion,…
- LIN — Guidance and OutlookImportance 69 · Surprise 60LINDE PLC · News · 2026-08-17 · 3 eventsLinde raised its full-year 2026 adjusted EPS guidance to $17.70-$17.90 following its second-quarter 2026 results. The reported outlook indicates management expects continued earnings growth and improved conversion of…
- ADI — Guidance / OutlookImportance 69 · Surprise 60ANALOG DEVICES INC · News · 2026-08-17Analog Devices previously guided fiscal third-quarter revenue of approximately $3.9 billion. The company guided adjusted fiscal-third-quarter earnings of approximately $3.30 per share. Analysts projected quarterly…
- WMT — Guidance / OutlookImportance 68 · Surprise 68Walmart Inc. · News · 2026-08-17 · 3 eventsWalmart reaffirmed its fiscal 2027 outlook ahead of its August 20, 2026 second-quarter earnings release. Management projects fiscal 2027 net sales growth of 3.5% to 4.5%. Adjusted fiscal 2027 EPS is projected at $2.75…
- HON — Guidance / OutlookImportance 61 · Surprise 68HONEYWELL INTERNATIONAL INC · News · 2026-08-17Honeywell’s current-fiscal-year guidance calls for 4%–5% organic sales growth and adjusted EPS of $7.60–$7.90. The outlook remains constructive despite near-term margin pressure and includes continued investment in…
- GE — Guidance / OutlookImportance 57 · Surprise 60GENERAL ELECTRIC CO · News · 2026-08-16 · 2 eventsThe report states that GE Vernova has raised its revenue guidance, indicating an improved forward view for the Energy business. It links the outlook to strong demand signals and long-term contract-backed cash flows…
- BX — Guidance / OutlookImportance 56 · Surprise 58Blackstone Inc. · News · 2026-08-17Third-party reporting says Blackstone management anticipates reacceleration of base management-fee growth to double digits in 2027. The outlook is supported by strong fundraising in insurance and Asia. The report also…
- JNJ — Guidance / OutlookImportance 53 · Surprise 60JOHNSON & JOHNSON · News · 2026-08-15 · 3 eventsThird-party reporting says Johnson & Johnson raised its full-year 2026 sales and earnings guidance after its second-quarter 2026 results. The reported outlook improvement was driven by robust performance in the…
- PLD — Guidance / OutlookImportance 51 · Surprise 60Prologis, Inc. · News · 2026-08-14 · 2 eventsPrologis raised its Core FFO guidance following its second-quarter earnings call. Executives cited record leasing and strong rent growth as drivers of the improved outlook. Management also expressed confidence in…
- MO — Guidance / OutlookImportance 47 · Surprise 60ALTRIA GROUP, INC. · News · 2026-08-17 · 4 eventsAltria lowered its full-year 2026 earnings guidance after missing second-quarter financial expectations. The reported shortfall prompted a shareholder investigation focused on whether Altria adequately disclosed…
- WM — Guidance / OutlookImportance 47 · Surprise 60WASTE MANAGEMENT INC · News · 2026-08-16 · 3 eventsThird-party reports state that Waste Management lowered its 2026 revenue outlook because of softer collection volumes. The reports do not quantify the revised revenue target or the expected impact on margins or cash…
- CAT — Guidance / OutlookImportance 47 · Surprise 60CATERPILLAR INC · News · 2026-08-15Third-party reporting says Caterpillar upgraded its 2026 outlook following quarterly results. The revised outlook was attributed to a record $72 billion order backlog, indicating substantial forward demand visibility.…
- KO — Guidance and OutlookImportance 44 · Surprise 60COCA COLA CO · News · 2026-08-16Third-party reporting states that Coca-Cola raised its full-year 2026 guidance. The report does not provide the revised revenue, earnings, margin, or cash-flow targets or quantify the expected financial impact. It…
- HD — Guidance and OutlookImportance 43 · Surprise 32HOME DEPOT, INC. · News · 2026-08-17Third-party reporting indicates that Home Depot is expected to maintain its full-year outlook in the fiscal-second-quarter release on August 18, 2026. Consensus estimates cited in the coverage call for approximately…
- NVDA — Data Center Securitization GuidanceImportance 38 · Surprise 60NVIDIA CORP · News · 2026-08-17The SEC issued staff guidance in July 2026 that reportedly loosened restrictions for data-center securitizations. Legal advisers said the guidance could apply to NVIDIA’s broader $500 billion AI-infrastructure…
- ISRG — Guidance / OutlookImportance 34 · Surprise 42INTUITIVE SURGICAL INC · News · 2026-08-17Management did not raise full-year guidance after reporting strong second-quarter results. The decision contributed to investor concern despite the company’s 19% revenue growth and quarterly revenue of approximately…
- UNH — Guidance and OutlookImportance 32 · Surprise 24UNITEDHEALTH GROUP INC · News · 2026-08-17 · 5 eventsThird-party reports said UnitedHealth Group reaffirmed its fiscal 2026 earnings guidance. The reports also cited quarterly earnings of $6.38 per share, but that historical performance metric is not treated as a…
- BKNG — Guidance / OutlookImportance 26 · Surprise 24Booking Holdings Inc. · News · 2026-08-17Third-party reporting on August 17, 2026 said Booking Holdings provided cautious near-term guidance despite strong second-quarter results. Analysts were reportedly trimming full-year gross-booking expectations,…
- SPGI — Guidance / OutlookImportance 26 · Surprise 24S&P Global Inc. · News · 2026-08-16S&P Global maintained its fiscal 2026 earnings-per-share guidance, according to third-party reporting published on August 16, 2026. The report does not specify the numerical guidance range or identify changes to…
- AXP — Guidance and OutlookImportance 26 · Surprise 24AMERICAN EXPRESS CO · News · 2026-08-15American Express reportedly reaffirmed its fiscal 2026 earnings-per-share guidance. The report did not provide the numerical guidance range or identify changes to revenue, margin, or capital-expenditure expectations.…
- VZ — Guidance and OutlookImportance 22 · Surprise 6VERIZON COMMUNICATIONS INC · News · 2026-08-16Third-party reports state that Verizon reaffirmed its fiscal 2026 earnings-per-share guidance following its latest quarterly report. The reports do not provide a revised EPS range or identify changes to revenue,…
- T — Guidance and OutlookImportance 17 · Surprise 24AT&T INC. · News · 2026-08-16 · 2 eventsAT&T maintained its 2026 guidance, according to third-party reporting published August 14, 2026. The report does not provide revised revenue, margin, capital-expenditure, or free-cash-flow amounts. Analysts cited fiber…
- PEP — Guidance / OutlookImportance 16 · Surprise 6PEPSICO INC · News · 2026-08-15PepsiCo maintained its fiscal 2026 EPS guidance. The report does not identify a change to the company’s previously issued earnings outlook. No specific revenue, margin, or capital-expenditure forecast was provided in…
- LMT — Guidance and OutlookImportance 15 · Surprise 24LOCKHEED MARTIN CORP · News · 2026-08-16Lockheed Martin reaffirmed its fiscal 2026 earnings-per-share guidance. The reaffirmation followed quarterly revenue of $20.06 billion and EPS of $7.94, although those performance metrics are not otherwise evaluated…
- RTX — Guidance / OutlookImportance 10 · Surprise 6RTX Corp · News · 2026-08-15Third-party reporting says RTX reaffirmed its fiscal 2026 earnings-per-share guidance following second-quarter results. The reports connect management’s forward outlook to sustained defense-contract visibility, missile…
- PG — FY 2027 Guidance / OutlookImportance 6 · Surprise 6PROCTER & GAMBLE Co · News · 2026-08-16Procter & Gamble maintained its fiscal 2027 earnings-per-share guidance, according to third-party reporting published on August 16, 2026. The reports did not provide the numerical guidance range or disclose any change…