Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Wednesday, September 2, 2026 — the Triple Check on that evening's after-hours reports.

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Broadcom Guidance Wobble Overshadows AI Beat as Snowflake and HPE Deliver Clean Beat-and-Raises — Three watchlist names reported after Wednesday close: HPE and Snowflake both beat on EPS and revenue and raised guidance, while Broadcom beat estimates but shares slid 5-6% after its Q4 revenue guide came in just short of consensus despite still-blistering AI semiconductor growth.

Reports covered

3 companies reviewed.

SNOW

Strong Beat

EPS vs. Consensus

$0.62 non-GAAP actual vs $0.45 consensus (+37.8%)

Revenue vs. Consensus

$1.55B actual vs $1.48B consensus (+4.7%); product revenue $1.49B, +37% YoY

Forward Guidance

Raised Q3 product revenue guide to $1.59B (vs $1.50B consensus) and full-year product revenue guidance to $6.07B (from $5.84B in May); lifted FY adjusted operating margin outlook to 14.5% from 13.5%, citing accelerating AI/data-platform adoption.

Price Reaction

+22% after hours on heavy volume

Clean beat-and-raise across EPS, revenue, and forward guidance, with margin expansion on top -- a textbook Strong Beat that the market rewarded with one of its biggest post-earnings pops of the year.

HPE

Strong Beat

EPS vs. Consensus

$1.11 adjusted actual vs $0.93 consensus (+19.4%)

Revenue vs. Consensus

$12.21B actual vs $11.91B consensus (+2.5%), up from $9.14B a year ago

Forward Guidance

Raised FY26 adjusted EPS guidance to $3.75-$3.85 (vs $3.43 est.) and revenue outlook to $45.96B-$46.99B (vs $44.94B est.), citing continued server and AI-systems demand strength.

Price Reaction

Choppy: briefly +2.8% after hours before fading to roughly -0.6%

Beat on EPS and revenue plus a guidance raise checks every box for a Strong Beat, but the muted after-hours fade suggests the good news was already priced in after HPEs roughly 120% YTD run into the print -- a sell-the-news reaction rather than a fundamental red flag.

AVGO

In-Line / Soft Beat

EPS vs. Consensus

$3.32 non-GAAP actual vs $3.24 consensus (+2.5%)

Revenue vs. Consensus

$29.59B actual vs ~$29.43B consensus (+0.6%); AI semiconductor revenue +221% YoY to $16.7B

Forward Guidance

Q4 revenue guided to ~$34.8B, slightly below the ~$35.03B consensus, even as AI semiconductor revenue guidance of $21.7B (+236% YoY) topped expectations -- CEO Hock Tan said AI demand is running ahead of the companys own $115B FY27 AI revenue target, pointing to softer non-AI segments as the drag on the total guide.

Price Reaction

-5% to -6% after hours, narrowing to about -3.5% later in extended trading, on heavy volume

EPS and revenue both cleared consensus and AI demand commentary was bullish, but the slight miss on next-quarter total-company revenue guidance overshadowed the beat, triggering a classic guide-driven selloff typical of a priced-for-perfection AI name.

What this is (and isn't)

A fourth, independent lens — this one on the companies that just reported (or are about to), not the tape itself.

Every weekday evening around 7:30 PM ET, a separate job checks which notable companies (our own maintained watchlist, plus other market-moving names when relevant) reported earnings after that day's close, and runs each through a "Triple Check": actual EPS and revenue against Wall Street consensus, and — the part that drives most of the actual price reaction — forward guidance. On Fridays, a same-day recap is low-value heading into a weekend with no trading day right after, so that run instead previews which notable companies are scheduled to report the following week.

This job never places trades — it has no access to cash, holdings, or the trade ledger
Ideas here are commentary, not positions in the paper portfolio
It's fine, and common, for a quiet night (or week) to produce nothing to report

How reports are graded

The same rubric applied to every company reviewed.

Grade	Criteria	Typical reaction
Strong Beat	Beat EPS & revenue, raised guidance	Sharp gap up (+5% to +15%+)
Beat	Beat EPS & revenue, guidance unchanged	Moderate pop, can get sold off
In-Line / Soft Beat	EPS beat (often via cost-cutting), revenue missed or guidance lowered	Mixed to negative
Miss	Missed EPS or revenue, weak guidance	Sharp gap down (-5% to -20%+)

Timing

Weekday evenings run the recap above; Fridays run the week-ahead preview instead.

4:00 PM ET

The market closes. Most companies that report today do so shortly after this, in the after-hours session.

~7:30 PM ET

This job fires — enough time for the initial post-earnings price reaction and analyst commentary to develop — and this page updates.

Last night's earnings

Reports covered

What this is (and isn't)

How reports are graded

Timing

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