By Nicholas Brown, Tech & Politics Correspondent, Stock Trader Network
Expected Moves:
- SanDisk (SNDK): ±13%, or about ±$186
- Western Digital (WDC): ±11%, or about ±$61
- Applovin (APP): ±10%, or about ±$44
- Fastly (FAST): ±16%, or about ±$4
- e.l.f. Beauty (ELF): ±12.3% to ±13.0%, or about ±$10.00 to ±$11.30
- Block (XYZ): ±8.63%, or about ±$7.31
- DoorDash (DASH): ±4%, or about $8
- Expedia Group (EXPE): ±9.5% to ±9.9%, or about ±$28.00 to ±$30.00
SanDisk: What Wall Street Expects
- EPS: $34.51
- Revenue: $8.39 billion
If SanDisk provides September-quarter guidance:
- EPS: $44.21
- Revenue: $10.62 billion
Investors will be looking for updates on:
1) Enterprise SSD demand
2) NAND pricing trends
3) New Business Model / long-term supply agreements
Western Digital: What Wall Street Expects
- EPS: $3.29
- Revenue: $3.7 billion
If Western Digital provides September-quarter guidance:
- EPS: $3.77
- Revenue: $4.04 billion
Investors will be looking for updates on:
1) AI-driven HDD demand
2) Gross margin durability
3) Forward guidance & visibility
Applovin: What Wall Street Expects
- EPS: $3.75
- Revenue: $1.94 billion
If Applovin provides September-quarter guidance:
- EPS: $4.07
- Revenue: $2.08 billion
Investors will be looking for updates on:
1) Axon self-serve traction
2) E-commerce ad demand
3) Margin durability
Fastly: What Wall Street Expects
- EPS: $0.33
- Revenue: $2.42 billion
If Fastly provides September-quarter guidance:
- EPS: $0.30
- Revenue: $2.30 billion
Investors will be looking for updates on:
1) Security revenue momentum
2) Gross margin durability
3) Forward guidance & RPO growth
e.l.f Beauty: What Wall Street Expects
- EPS: $0.72
- Revenue: $433.67 million
If e.l.f Beauty provides September-quarter guidance:
- EPS: $0.69
- Revenue: $431.12 million
Investors will be looking for updates on:
1) Category growth vs. market slowdown
2) Margin performance amid heavy marketing spending
3) Retail channel momentum & distribution expansion
Block: What Wall Street Expects
- EPS: $0.87
- Revenue: $6.48 billion
If Block provides September-quarter guidance:
- EPS: $1.01
- Revenue: $6.60 billion
Investors will be looking for updates on:
1) Cash App growth & monetization
2) Square seller ecosystem health
3) Profitability & operating discipline
DoorDash: What Wall Street Expects
- EPS: $0.47
- Revenue: $4.34 billion
If DoorDash provides September-quarter guidance:
- EPS: $0.73
- Revenue: $4.48 billion
Investors will be looking for updates on:
1) Order volume & consumer spend resilience
2) Profitability & margin improvement
3) Expansion beyond restaurants
Expedia Group: What Wall Street Expects
- EPS: $4.49
- Revenue: $4.17 billion
If Expedia Group provides September-quarter guidance:
- EPS: $7.84
- Revenue: $4.66 billion
Investors will be looking for updates on:
1) Room‑night growth & travel demand trends
2) Margins & cost discipline
3) Loyalty program traction & platform engagement
