Marvell

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NAS: MRVL

Guidance & Full-Year Outlook

  • Q3 FY2027 Guidance:
  • Revenue: Expected at $3.15 billion (±5%), implying >50% YoY top-line growth.
  • Non-GAAP EPS: Guided to $1.05 – $1.15.
  • Data center revenue is projected to accelerate to over 70% YoY growth.
  • Full-Year FY2027 & FY2028 Trajectory:
  • FY2027 revenue outlook was raised to approximately $12.0 billion (up from $11.5 billion previously).
  • At its October 2026 Investor Day, Marvell reaffirmed its preliminary FY2028 target of ~$18 billion, led by doubling custom silicon revenues and broader optical connectivity adoption.

Next Earnings Date

  • Marvell is scheduled to report Q3 FY2027 earnings on December 1, 2026.

Symbotic

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NAS: SYM

For the fourth fiscal quarter of 2026, management provided the following targets:

  • Revenue: Expected between $760 million and $780 million (representing continued sequential and YoY expansion).
  • Adjusted EBITDA: Guided in the range of $100 million to $105 million.
  • Cash Flow: Full-year free cash flow is projected to remain positive.

Next Earnings Date: Symbotic is scheduled to release its Fiscal Q4 and Full-Year 2026 results around late November 2026 (tentatively November 23, 2026).

Applied Optoelectronics

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Applied Optoelectronics, The next earnings release is key for investor confidence.

800G Sequential Ramp: Verification of management’s target to grow 800G transceiver revenue nearly 5x quarter-over-quarter.

Q4 2026 Guidance: Consensus is anticipating a further jump to ~$420M–$430M in Q4 revenue as initial 1.6T shipments commence

Earnings Release Details

  • Reporting Period: Q3 2026 (Quarter ended September 30, 2026)
  • Date: Thursday, November 5, 2026
  • Time: After market close (Conference call scheduled for 4:30 PM ET / 3:30 PM CT)

Consensus Wall Street Expectations

  • Revenue Estimate: ~$268 million (representing ~126% YoY growth vs. $118.6M in Q3 2025, and a ~40% sequential increase from $191.9M in Q2 2026).

Micron

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Q4 FY26 results were stellar, with sales up 379% YoY to $54.2B and operating margins exceeding 80%. This brought total FY26 revenue to a whopping $133.2 billion, which represents an increase of 256% YoY.

Outlook:

2. Expected Revenue & Growth (Q1 FY2027)

  • Consensus Revenue Forecast: ~$61.74 billion
  • Prior Year Q1 (FY2026): ~$13.64 billion
  • Expected YoY Revenue Growth: ~350%+

(Reflects massive top-line expansion fueled by high-bandwidth memory / HBM and enterprise AI server DRAM adoption).

3. Expected Profit & Earnings Growth (Q1 FY2027)

  • Consensus Adjusted EPS: ~$37.90 to $38.21 per share
  • Prior Year Q1 (FY2026) EPS: $4.78 per share
  • Expected YoY Profit/EPS Growth: ~690% to 700%