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.

23 companies · 41 events · 13 positive · 1 negative · 1 unclear · 8 no estimate (counted in companies, so the parts add up)

Companies raising Guidance & outlook

• MU — Guidance and OutlookImportance 85 · Surprise 76
  MICRON TECHNOLOGY INC · 8-K · 2026-10-01 · 5 events
  Micron guided fiscal Q1 2027 revenue to approximately $61.5 billion, with a plus-or-minus $1.5 billion range. GAAP gross margin is expected to be approximately 85.95%, while non-GAAP gross margin is expected to be…
• KLAC — Guidance / OutlookImportance 75 · Surprise 60
  KLA CORP · News · 2026-10-01 · 2 events
  KLA is targeting $26 billion of revenue by 2030. The target implies continued growth above the semiconductor-equipment industry compound annual growth rate. The report also expects stable gross margin and improving…
• ADI — Guidance / OutlookImportance 75 · Surprise 60
  ANALOG DEVICES INC · News · 2026-09-30
  Management projects fourth-quarter 2026 revenue of $4.30 billion and an adjusted operating margin of 52.00%. The reported revenue outlook represents continued growth following fiscal third-quarter revenue of $4.02…
• NKE — Guidance and OutlookImportance 74 · Surprise 68
  NIKE, Inc. · 8-K · 2026-10-01 · 3 events
  NIKE expects fiscal 2027 revenue to decline by a high-single-digit percentage. Management expects the fiscal 2027 effective tax rate to be in the mid-20 percent range, subject to earnings mix and discrete tax items.…
• INTU — Guidance and OutlookImportance 72 · Surprise 58
  INTUIT INC. · News · 2026-10-01 · 2 events
  Third-party reporting said Intuit maintained fiscal 2027 revenue guidance of 9% to 10% growth. The outlook represents a deceleration from reported fiscal 2026 growth of 13.90%. Intuit is shifting its focus toward…
• MDT — Guidance and OutlookImportance 69 · Surprise 60
  Medtronic plc · News · 2026-10-01 · 3 events
  Medtronic raised fiscal 2027 organic revenue growth guidance to 7.25%-7.75% after reporting a strong first quarter. It also increased fiscal 2027 diluted non-GAAP EPS guidance to $5.94-$6.00. The revised outlook…
• AMD — CPU Market OutlookImportance 63 · Surprise 64
  ADVANCED MICRO DEVICES INC · News · 2026-10-01
  A Q2 2026 fund commentary cited AMD’s CEO projection that the total addressable market for CPUs could double by 2030. The commentary said AMD expects to capture more than half of that market, driven by rising CPU…
• BSX — Guidance / OutlookImportance 57 · Surprise 60
  BOSTON SCIENTIFIC CORP · News · 2026-10-01
  A cyberattack disrupted Boston Scientific’s manufacturing and order-processing operations, putting pressure on its 2026 sales and adjusted earnings guidance. The company expects to provide an updated financial outlook…
• UNH — Guidance / OutlookImportance 57 · Surprise 60
  UNITEDHEALTH GROUP INC · News · 2026-09-30 · 3 events
  UnitedHealth raised its operating earnings guidance in September 2026. The reported improvement was concentrated in Medicare and Optum Health, while Medicaid and Commercial remained challenged. Management’s outlook…
• HON — Guidance / OutlookImportance 53 · Surprise 68
  HONEYWELL INTERNATIONAL INC · News · 2026-09-29
  Honeywell provided third-quarter and fourth-quarter 2026 EPS guidance and reaffirmed its full-year 2026 outlook on September 29, 2026. The company is scheduled to report third-quarter results on October 22, 2026,…
• ANET — Guidance and OutlookImportance 51 · Surprise 60
  Arista Networks, Inc. · News · 2026-10-01
  Arista Networks updated its 2026 revenue outlook, according to the report. The revised outlook emphasizes growth in AI fabrics revenue. The company also maintains strong margin targets as part of its earnings-growth…
• ABT — Guidance / OutlookImportance 51 · Surprise 60
  ABBOTT LABORATORIES · News · 2026-09-30
  Third-party reporting said Abbott raised its full-year 2026 adjusted EPS guidance to $5.45-$5.60 after reporting second-quarter adjusted EPS of $1.31 and revenue of $12.59 billion. The updated guidance provides…
• TJX — Guidance and OutlookImportance 47 · Surprise 60
  TJX COMPANIES INC /DE/ · News · 2026-10-01 · 3 events
  Third-party reporting stated that TJX recently raised its full-year profit forecast. The reports linked the updated outlook to comparable-sales growth across the company’s brands. No revised dollar amount, margin…
• PFE — Guidance / OutlookImportance 47 · Surprise 60
  PFIZER INC · News · 2026-10-01
  A third-party report said Pfizer raised the lower end of its fiscal 2026 revenue guidance. The report did not specify the revised lower-bound revenue amount or the prior guidance range. The update was reported…
• NFLX — Guidance and OutlookImportance 47 · Surprise 32
  NETFLIX INC · News · 2026-10-01 · 2 events
  Netflix said FX-neutral revenue growth slowed to 11% from 12% in the latest period. Management nevertheless affirmed full-year top-line growth guidance of 13%–14% for 2026. The outlook is supported by subscription…
• HD — Guidance and OutlookImportance 45 · Surprise 50
  HOME DEPOT, INC. · News · 2026-09-29 · 2 events
  Home Depot reaffirmed its fiscal 2026 guidance after a stronger-than-expected second quarter. Management maintained a cautious outlook centered on modest like-for-like sales growth and smaller customer projects. The…
• DHR — Guidance / OutlookImportance 44 · Surprise 60
  DANAHER CORP /DE/ · News · 2026-10-01
  Third-party reporting highlighted Danaher’s more modest full-year core revenue outlook issued in July 2026. Investors are focused on the revised outlook and order visibility ahead of Danaher’s third-quarter 2026…
• BAC — Capital Requirement OutlookImportance 44 · Surprise 60
  BANK OF AMERICA CORP /DE/ · News · 2026-10-01 · 2 events
  The Federal Reserve is overhauling stress tests for U.S. banks, including Bank of America. The changes are intended to reduce volatility in capital requirements and improve banks’ planning visibility. The reporting…
• NEE — Guidance and OutlookImportance 41 · Surprise 32
  NEXTERA ENERGY INC · News · 2026-10-01 · 2 events
  NextEra Energy reiterated its 2026 adjusted EPS guidance of $3.92–$4.02 and said it is targeting the high end of that range. Management expects adjusted EPS to grow at least 8% annually through 2032 and 2035. The…
• PLD — Data Center Development OutlookImportance 31 · Surprise 42
  Prologis, Inc. · News · 2026-10-01
  On October 1, 2026, third-party reporting said Prologis is intensifying its focus on data centers. The strategy uses the company’s warehouse portfolio, land bank, and access to utility power to pursue…
• APH — Guidance / OutlookImportance 31 · Surprise 42
  AMPHENOL CORP /DE/ · News · 2026-09-30
  Amphenol provided sales guidance for the third quarter. The digest characterized the guidance as strong but did not disclose a dollar amount or growth percentage. Investors should use the third-quarter guidance as the…
• PEP — Guidance / OutlookImportance 26 · Surprise 24
  PEPSICO INC · News · 2026-09-29
  JPMorgan downgraded PepsiCo to Neutral and reduced its price target, citing weaker North American trends and a stalled Frito-Lay recovery ahead of the company’s October 8, 2026 third-quarter earnings report. The…
• AMGN — Guidance and OutlookImportance 10 · Surprise 6
  AMGEN INC · News · 2026-10-01
  Amgen maintained its full-year adjusted earnings-per-share guidance in connection with its second-quarter 2026 results. The digest did not disclose the guidance range or any numerical revision. Maintaining the guidance…