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What Wall Street expects, what has to happen for that to be right, and where management and the business disagree — without a forced BEAT/MISS call.
Sorted by report date. Open a company for Street vs business evidence — not a BEAT/MISS call.
| Company | Earnings | QW Setup | QW takeaway |
|---|---|---|---|
| DUOLDuolingo, Inc. | 2026-11-04In 8 days | No strong edgeLow confidence | Evidence does not support a clear disagreement with Street's $303.1M expectation. |
| ONONOn Holding AG | 2026-11-11In 15 days | Street supportedLow confidence | Street's CHF 930.8M expectation looks reasonably consistent with the operating evidence we have. |
| NVDANVIDIA Corporation | 2026-11-17In 21 days · Frozen T-1 | Insufficient evidenceInsufficient confidence | QW does not yet have enough operating evidence to challenge or support Street's $109B expectation. |
DUOL
Duolingo, Inc.
Evidence does not support a clear disagreement with Street's $303.1M expectation.
ONON
On Holding AG
Street's CHF 930.8M expectation looks reasonably consistent with the operating evidence we have.
NVDA
NVIDIA Corporation
QW does not yet have enough operating evidence to challenge or support Street's $109B expectation.
| Company | Earnings | QW Setup | QW takeaway |
|---|---|---|---|
| CAVACAVA Group, Inc. | 2026-08-12Reported 76d ago | Consensus fragileLow confidence | Street's $353.3M expectation is usable, but the evidence is not broad enough for a directional call. |
| HIMSHims & Hers Health, Inc. | 2026-08-10Reported 78d ago | Insufficient evidenceInsufficient confidence | QW does not yet have enough evidence to form a setup for this quarter. |
| PLNTPlanet Fitness, Inc. | 2026-08-06Reported 82d ago | Insufficient evidenceInsufficient confidence | QW does not yet have enough operating evidence to challenge or support Street's $355.8M expectation. |
| ETSYEtsy, Inc. | 2026-08-05Reported 83d ago | Street supportedMedium confidence | Street's $649.7M expectation looks reasonably consistent with the operating evidence we have. |
CAVA Group, Inc.
Street's $353.3M expectation is usable, but the evidence is not broad enough for a directional call.