Earnings week ahead: FDX, BABA, XPEV, MU, GIS, DOCU, OKLO, ACN, and more
View original at seekingalpha.comEarnings week ahead: FDX, BABA, XPEV, MU, GIS, DOCU, OKLO, ACN, and more [Quarterly Report Financial Analysis and Business Performance Review with Office Tools] Mohamad Faizal Bin Ramli/iStock via Getty Images Wall Street has entered a quieter phase of the earnings calendar, but the macro environment is shouting…
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Micron has likely secured early HBM4 orders
60% confidenceAlibaba rated Sell, citing heavy reliance on China's domestic economy and ongoing macro and geopolitical uncertainties that could weigh on long-term growth
60% confidenceSamsung Electronics's HBM4 production ramp could pressure Micron's market share
60% confidenceAlibaba named as top pick among Chinese tech companies, maintaining an Overweight rating and calling it a potential global AI winner
60% confidenceMemory cycle to remain robust, forecasting DRAM contract prices to jump about 100% in Q1 2026, followed by more than 30% sequential growth in Q2
60% confidenceAlibaba expected to beat conservative Q3 estimates and provide upbeat commentary, supported by cloud growth, improving quick-commerce margins, and strong user retention. Price target set at $153.51, implying about 15-16% upside
60% confidenceMicron Q2 revenue projected at $23B with 77% gross margins, and Q3 revenue potentially reaching $29B with margins expanding further
60% confidenceDollar Tree is likely to post solid Q4 earnings supported by strong sales momentum and holiday-season assortments. Fair value for DLTR estimated at about $134.80 per share
60% confidenceDocuSign's valuation has compressed significantly despite steady revenue growth and improving free cash flow. AI disruption concerns may be overstated, as digital agreement infrastructure remains deeply embedded in enterprise software ecosystems
60% confidenceXPeng's performance since the second half of 2024 supports its competitive positioning. Additional upside from emerging businesses such as AeroHT, robotaxis, and humanoid robotics, which could add about $7B in enterprise value. Price target of $25.50 for XPEV
60% confidenceMicron may need consistent beat-and-raise quarters to sustain momentum after a 215% rally since last summer
60% confidenceDocuSign is experimenting with a potential 50% price increase for eSignature Professional tier while raising the annual envelope limit from 100 to unlimited
60% confidenceManagement confirmed pricing tests are underway but noted that no final decisions have been made
60% confidenceExpanding international adoption and growth in the IAM platform could provide new revenue streams beyond core e-signature services
60% confidenceThe pricing test impact is difficult to quantify due to limited data, though the initiative could support growth in FY2027 and FY2028
60% confidenceStrong fiscal Q1 results with $13.6B revenue, 56.8% gross margin, $4.78 EPS, and a record $3.9B in free cash flow. AI-driven demand has tightened supply, with HBM capacity sold out through 2026
60% confidenceMicron price target raised to $430 from $385, citing rising memory prices and robust AI demand
60% confidenceMicron price target lifted to $525 from $345 while maintaining a positive rating
60% confidencePositive remarks after testing XPeng's VLA 2.0 autonomous driving system in Guangzhou
60% confidence
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