All 15 large US reporters topped consensus in busy week
All 15 large US companies that reported over the past seven days came in above consensus, with stock moves ranging from sharp gains to declines.
Fifteen large US companies reported in the seven days to 2026-08-28, and every one of them came in above consensus on the EPS figures provided in the digest. The results spanned software, semiconductors, cybersecurity and industrial names, while the share-price reactions were more uneven.
Software and cybersecurity drew the biggest moves
Several software and cybersecurity groups delivered the strongest first-day reactions. Salesforce reported EPS of 5.9 versus consensus of 3.27, an indicative comparison well above expectations, and the shares rose 22.6% on the day. Okta posted 1.05 against 0.97 and climbed 28.6%, while CrowdStrike reported 0.31 versus 0.29 and gained 20.5%. Veeva Systems also came in above consensus at 2.35 versus 2.23, with the stock up 15.2%. Workday reported 2.75 versus 2.61 and rose 1.5%.
Semiconductors and design software also stayed above consensus
Nvidia reported EPS of 2.22 against consensus of 2.09 and the shares rose 8.7% on the day. Synopsys posted 3.91 versus 3.67 and advanced 13.4%, while Autodesk reported 3.3 versus 3.12 and gained 6.2%. Marvell Technology came in at 0.94 against 0.93, but the shares fell 1.5% despite the EPS comparison being above consensus. Ubiquiti also reported above consensus, at 4.73 versus 4.03, and the stock slipped 0.7%.
| Company | Date | EPS reported | EPS estimate | Difference |
|---|---|---|---|---|
| NVDA — NVIDIA Corporation | Aug 26 | 2.22 | 2.09 | +6.2% |
| CRWD — CrowdStrike Holdings, Inc. Class A | Aug 26 | 0.31 | 0.29 | +6.3% |
| MRVL — Marvell Technology, Inc. | Aug 27 | 0.94 | 0.93 | +0.8% |
| CRM — Salesforce, Inc. | Aug 26 | 5.9 | 3.27 | +80.5% |
| INTU — Intuit Inc. | Aug 25 | 4.03 | 3.58 | +12.5% |
| SNPS — Synopsys, Inc. | Aug 26 | 3.91 | 3.67 | +6.6% |
| ADSK — Autodesk, Inc. | Aug 27 | 3.3 | 3.12 | +5.6% |
| WDAY — Workday, Inc. Class A | Aug 27 | 2.75 | 2.61 | +5.3% |
| VEEV — Veeva Systems Inc. Class A | Aug 26 | 2.35 | 2.23 | +5.5% |
| A — Agilent Technologies, Inc. | Aug 26 | 1.62 | 1.49 | +8.8% |
| HEI — HEICO Corporation | Aug 25 | 1.67 | 1.52 | +9.8% |
| UI — Ubiquiti Inc. | Aug 21 | 4.73 | 4.03 | +17.3% |
| P — Everpure, Inc. Class A | Aug 26 | 0.7 | 0.58 | +20.7% |
| OKTA — Okta, Inc. Class A | Aug 26 | 1.05 | 0.97 | +8.8% |
| ZM — Zoom Communications, Inc. Class A | Aug 25 | 1.55 | 1.48 | +4.8% |
Results were broadly positive, but price reactions varied
Beyond the technology-heavy cohort, Intuit reported EPS of 4.03 versus consensus of 3.58 and was little changed, up 0.6%. Agilent posted 1.62 against 1.49 and added 1.7%, while HEICO reported 1.67 versus 1.52 and fell 2.6%. Everpure’s Class A shares dropped 8.9% after EPS of 0.7 versus 0.58. Zoom Communications reported 1.55 against 1.48 and rose 6.9%. The pattern underscores that, even with all 15 companies above consensus on the digest’s EPS metric, share-price responses remained sensitive to the broader mix of results and market expectations.
Note: a reported figure and its consensus do not always use the same measure (GAAP or adjusted), so the difference in the table is indicative. Not investment advice.
Sources
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