HPE, Oracle, and Adobe Earnings Coming Next Week

Quick Read

HP Enterprise (HPE) down 12% to $21.13 despite 150% Networking growth, net income fell to $305M from $1.37B; Oracle (ORCL) down 21% to $152.96, 68% IaaS growth, $523B backlog; Adobe (ADBE) down 19% to $283.62, $10.03B cash flow.
Earnings reports next week test whether HP Enterprise’s Juniper integration works, Oracle’s cloud revenue matches its backlog, and Adobe’s AI features drive growth.
Read: If you follow markets closely, Kalshi lets you profit directly from being right about what comes next.

Follow 24/7 Wall St. on Google

By Jeremy Phillips Published Mar 7, 11:19AM EST

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

HPE, Oracle, and Adobe Earnings Coming Next Week — © courtesy of Hewlett Packard Enterprise

It’s a packed week for tech earnings, and three companies are coming in with very different stories to tell.

HPE: The Juniper Bet Gets Its First Real Test

Hewlett Packard Enterprise (NYSE:HPE) reports Monday after the market closes, and the headline question is simple: is the Juniper Networks acquisition actually working?

HPE’s most recent quarter showed 150% Networking revenue growth tied directly to the Juniper deal, but net income collapsed to $305 million from $1.37 billion a year earlier, weighed down by integration costs and a $1.621 billion goodwill impairment charge in its Hybrid Cloud segment. For Q1 FY2026, HPE has guided for revenue of $9.0 billion to $9.4 billion.

The stock is down about 12% year to date, sitting at $21.13 against an analyst target of $26.01. Prediction markets on Polymarket are pricing in an 87% probability that HPE beats earnings, which is notable given the mixed fundamental picture.

Oracle: Revenue Execution Is Everything

Oracle (NYSE:ORCL) reports Tuesday after the close, and the market is still processing what happened last quarter. Oracle beat EPS estimates by a wide margin but missed revenue expectations, and the stock sold off sharply on elevated capex concerns.

The underlying business momentum is genuinely impressive. IaaS revenue grew 68% year over year, multicloud database revenue surged, and Oracle’s remaining performance obligations hit $523 billion as hyperscalers and AI companies pile into commitments. Prediction markets give Oracle a 78.5% probability of beating earnings, with multicloud and OpenAI partnership discussions nearly certain to dominate the call. Oracle is down about 21% year to date at $152.96, well below the analyst consensus target of $257.29.

Adobe: The AI Monetization Story

Adobe (NASDAQ:ADBE) closes the week out Thursday after the close. Last quarter was strong across the board, with record operating cash flow of $10.03 billion for FY2025 and AI-influenced ARR surpassing $5 billion. For Q1 FY2026, Adobe guided for revenue of $6.25 billion to $6.30 billion.

The stock is down nearly 19% year to date, but prediction markets are pricing in a 90.5% probability of an earnings beat and analysts carry an average target of $389.47 against the current price of $283.62.

Three very different tech companies, three very different risk profiles. HPE is integrating a major acquisition. Oracle needs to prove its cloud revenue can match its backlog. Adobe needs to show AI is actually moving the needle on growth. By Thursday night, we’ll have a much clearer picture of where each stands.