This week, cloud computing, AI software, cybersecurity, and AI infrastructure stocks take center stage. Salesforce , C3.ai , CrowdStrike, and Marvell Technology are all set to report earnings. Who’s your top pick? Share your prediction in the comments below!
💡 Earnings Highlights
$Salesforce.com(CRM)$ (After market close on Dec 3)
Analysts expect quarterly revenue of about $10.27 billion (+9.9% YoY) and adjusted EPS of $2.86 (+17% YoY).
Key focus: Can Agentforce and Data Cloud meaningfully drive new orders and renewals? Investors will also watch AI-related ARR, multi-cloud deal momentum, and whether Salesforce can reinforce its transition from a mature SaaS leader to a company with visible AI cash-flow growth.
$C3.ai, Inc.(AI)$ (After market close on Dec 3)
Market expectations point to revenue of roughly $74.9 million (-17.8% YoY) with EPS still in negative territory.
Key focus: Will subscription revenue grow as a larger share of total sales, and can margins improve as services dependency declines? Any signal of faster loss contraction or improving gross margin could trigger a sharp sentiment-driven rebound.
$CrowdStrike Holdings, Inc.(CRWD)$ (After market close on Dec 2)
Wall Street forecasts revenue of about $1.215 billion (+23.6% YoY) and EBIT growth of more than 50%.
Key focus: Continued acceleration in subscription revenue, rising multi-module adoption on the Falcon platform, and sustained margin expansion. Strong execution could further solidify CRWD’s position as a long-term cybersecurity compounder.
$Marvell Technology(MRVL)$ (After market close on Dec 2)
Consensus expects revenue of approximately $2.07 billion (+42% YoY) with EPS growth close to 80%.
Key focus: Progress in custom AI chips and optical interconnect shipments for data centers. Clear guidance on large customer project timelines, 3nm node advances, and optical product growth could drive a valuation re-rating. Any delivery delays may keep the stock in short-term trading mode.
Who’s your top pick? Share your prediction in the comments below!
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⏰ Event Duration
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Comments
Crowd Strike刚刚公布了25年第三季度的出色收益,收入为12.3亿美元,同比增长22%,调整后每股收益为0.96美元,这两个数字都超出了分析师的预期。
CrowdStrike还上调了2026财年指引。
我相信CrowdStrike是一只值得买入的股票,因为它在网络安全领域拥有强大的市场地位和强劲的增长。
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HUAT
Sold 2 puts and rather confident that both will be profitable [Miser]