NAS:ORCL is under Algo Engine buy conditions.
Following a Q3 beat in March, the next estimated earnings announcement is 10 June 2026.
Oracle is nearing the end of its fiscal year (May 31). Expect Q4 earnings and full-year guidance in mid-June.
Zscaler, Inc. – Common is scheduled to report its fiscal third-quarter (Q3 2026) earnings on Thursday, May 28, 2026, after the market closes. Based on the company’s most recent guidance and analyst consensus as of May 1, 2026, here are the growth expectations:
Q3 2026 Expectations (Quarterly)
Earnings Per Share (EPS): Consensus estimates sit at $1.00 to $1.01, up from $0.84 in the same period last year (approx. 20% growth).
Revenue Growth: Expected to be $834 million to $836 million, representing approximately 23% year-over-year (YoY) growth.
Profit (Non-GAAP Operating Income) Growth: Projected at $187 million to $189 million, which is a growth of 28% to 29% YoY.
Full-Year Fiscal 2026 Guidance
Management recently raised its full-year outlook following strong Q2 results:
ARR (Annual Recurring Revenue): Expected to reach $3.73–$3.745 billion, a 24% YoY increase.
Total Revenue: Guided to $3.309–$3.322 billion, reflecting 24% YoY growth.
Operating Profit: Guided to $742–$748 million, reflecting 28% to 29% growth.
NAS:ORCL is under Algo Engine buy conditions.
Following a Q3 beat in March, the next estimated earnings announcement is 10 June 2026.
Zscaler, Inc. – Common is expected to report its fiscal third quarter (Q3) 2026 earnings on 28 May. Investors will likely focus on whether the company can maintain its record-high non-GAAP operating margins (22.4% in Q2).
AI Security Growth: Updates on the “AI-driven security moat” and transaction volume. Acquisition Integration: Performance of the recently acquired Red Canary.
Analyst Expectations
Last Earnings Recap (Q2 FY2026)
Honeywell International Inc. – Common is currently a “transformation play.” While near-term revenue headwinds and supply chain issues are weighing on the stock, the June 29 Aerospace spin-off is the primary catalyst we’re watching.
Q1 2026 Earnings Highlights (Released April 23, 2026)
Honeywell reported mixed results for the first quarter of 2026:
Strategic Catalyst: The Aerospace Spin-Off
The biggest upcoming driver for HON is the planned separation of its Aerospace business:
Fundamental Metrics & Valuation
* Sales: $38.8B – $39.8B (3-6% organic growth).
* Adjusted EPS: $10.35 – $10.65.
* Free Cash Flow: $5.3B – $5.6B.
Analyst Outlook
Intel (INTC): Focus remains on the progress of the “Intel 18A” node. Recent reports highlight a $1.1 billion award for research and development in Ohio, though the company continues to face stiff competition in AI PC chips from Qualcomm. Estimated Earnings: April 23-25.
Honeywell (HON): The company recently announced a $4.95 billion acquisition of Carrier’s Global Access Solutions business to bolster its building automation segment. Analysts are monitoring margin expansion in the Aerospace division. Estimated Earnings: April 24-26.
Oracle (ORCL): Oracle is riding a wave of cloud infrastructure demand; recent partnerships with Microsoft and Google for multi-cloud database services have been viewed positively by the market.
NAS:ORCL is transforming into a core AI infrastructure platform, combining defensive recurring revenue
with high-growth cloud and AI exposure.
Total Revenue: $60–70B to $220B (3–4x growth) by 2030. Supported by backlog of $455B+ in contracted revenue. Growth is Already Happening: >20% revenue and earnings growth (first time in ~15 years) and multicloud database growth 500%+
Oracle benefits from increased demand for databases and infrastructure, and customers embed AI into existing Oracle systems.
Microsoft’s commercial RPO reached $625 billion, up 110% YoY, with roughly $156 billion converting within 12 months.
Azure and other cloud services revenue grew 39% YoY, driving Microsoft Cloud’s topline to $51.5 billion, up 26%.
Commercial bookings surged 230% YoY, while remaining performance obligations beyond 12 months climbed 156%, strengthening long-term visibility.
Microsoft 365 Copilot reached 15 million paid seats, with seat growth up 160% QoQ and large-enterprise adoption tripling.
A $625 backlog with a growth rate that is accelerating, 39% growth in Azure, and explosive growth in Copilot all provide a level of revenue visibility .
Oracle Announces Fiscal Year 2026 Second Quarter Financial Results
December 10, 2025
AUSTIN, Texas, Dec. 10, 2025 /PRNewswire/ — Oracle Corporation (NYSE: ORCL) today announced fiscal 2026 Q2 results. Total Remaining Performance Obligations were up 438% year-over-year in USD to $523 billion. Total quarterly revenues were up 14% in USD, and up 13% in constant currency to $16.1 billion. Cloud revenues were up 34% in USD, and up 33% in constant currency to $8.0 billion. Software revenues were down 3% in USD, and down 5% in constant currency to $5.9 billion.
Q2 GAAP operating income was $4.7 billion. Non-GAAP operating income was $6.7 billion, up 10% year-over-year in USD and up 8% in constant currency. GAAP net income was $6.1 billion. Non-GAAP net income was $6.6 billion, up 57% in USD and up 54% in constant currency. Q2 GAAP earnings per share was $2.10, up 91% in USD and up 86% in constant currency. Non-GAAP earnings per share was $2.26, up 54% in USD and up 51% in constant currency.
Short-term deferred revenues were $9.9 billion. Over the last twelve months, operating cash flow was $22.3 billion, up 10% in USD.
“Remaining Performance Obligations (RPO) increased by $68 billion in Q2—up 15% sequentially to $523 billion—highlighted by new commitments from Meta, NVIDIA, and others,” said Oracle Principal Financial Officer, Doug Kehring. “Q2 GAAP earnings per share was up 91% to $2.10, and non-GAAP earnings per share was up 54% to $2.26. Our GAAP and non-GAAP earnings per share were both positively impacted by a $2.7 billion pre-tax gain in the sale of Oracle’s interest in our Ampere chip company.”
“Oracle sold Ampere because we no longer think it is strategic for us to continue designing, manufacturing and using our own chips in our cloud datacenters,” said Oracle Chairman and CTO, Larry Ellison. “We are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers. Of course, we will continue to buy the latest GPUs from NVIDIA, but we need to be prepared and able to deploy whatever chips our customers want to buy. There are going to be a lot of changes in AI technology over the next few years and we must remain agile in response to those changes.”
“Oracle is very good at building and running high-performance and cost-efficient cloud datacenters,” said Oracle CEO, Clay Magouyrk. “For years Oracle has been investing in AI and building autonomous cloud software. Oracle’s Autonomous Database and Autonomous Linux have been key to reducing human labor and human error in our datacenters. Because our datacenters are highly automated, we can build and run more of them. Oracle has over 211 live and planned regions worldwide—more than any of our cloud competitors. We are more than halfway through building 72 Oracle Multicloud datacenters to be embedded throughout the Amazon, Google and Microsoft clouds. We are committed to Cloud Neutrality because we believe that our customers should be able to run their Oracle databases in any cloud they choose. That strategy is definitely paying off. Our Multicloud database business is our fastest growing business—up 817% in Q2.”
“AI Training and selling AI Models are very big businesses,” said Oracle CEO, Mike Sicilia. “But we think there is an even larger opportunity—embedding AI in a variety of different products. Oracle is in a unique position to embed AI in all three layers of our software products: our Cloud Datacenter software, our Autonomous Database and Analytic software, and our Applications software. All three of these Oracle software businesses are already big—AI will make them all better and bigger. AI allows us to automate complex multistep processes that were impossible to automate before AI. AI is enabling us to automate loan origination and risk quantification for banks and their customers. AI is enabling us to help doctors diagnose and care for their patients and manage the reimbursement process between healthcare providers and payers. All of the top five AI Models are in the Oracle Cloud. We have huge advantages over our applications competitors.”
The board of directors declared a quarterly cash dividend of $0.50 per share of outstanding common stock. This dividend will be paid to stockholders of record as of the close of business on January 9, 2026, with a payment date of January 23, 2026.
NAS:INTL
Nvidia acquired $5 billion in the company through a private placement, while the U.S. Treasury also obtained a 10% non-voting equity stake.
The investment from Nvidia was part of a previously announced plan to support Intel’s finances to enhance production capacity. The Treasury’s stake fell under the 2025 CHIPS Act and a ‘National Resilience’ deal.
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