Earnings Report · After-Hours Watch · mangostracker.ai
Last night's earnings
Thursday, September 3, 2026 — the Triple Check on that evening's after-hours reports.
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Cloud software delivers clean beat-and-raise night: Zscaler, DocuSign, and UiPath all top estimates on AI-driven demand — Thursday's after-hours slate was dominated by enterprise software: Zscaler and DocuSign posted textbook beat-and-raise quarters powered by AI-security and AI-platform adoption, while UiPath's revenue beat and raised full-year outlook drove a double-digit pop despite in-line EPS.
Reports covered
3 companies reviewed.
EPS vs. Consensus
$1.19 actual vs $1.09 consensus (+9.2%)
Revenue vs. Consensus
$898.2M actual vs $877M consensus (+2.4%), +25% YoY
Forward Guidance
Raised FY2027 guidance: revenue $3.91B-$3.94B (vs ~$3.90B est) and EPS $4.86-$4.90 (vs ~$4.60 est); guided Q1 FY27 revenue to $935M-$939M, above the $927M estimate, citing surging AI-driven security demand and Zero Trust adoption, including a new Zero Trust product for AI agents.
Price Reaction
+4% in after-hours trading
Clean beat-and-raise quarter with EPS and revenue both well above consensus and FY27 guidance raised above Street estimates; CEO Jay Chaudhry cited urgent AI-security demand and strong Zero Trust adoption, backing up the after-hours pop.
EPS vs. Consensus
$1.16 actual vs $1.08 consensus (+7.4%)
Revenue vs. Consensus
$875.7M actual vs $867.2M consensus (+1.0%), +9% YoY
Forward Guidance
Raised FY2027 revenue guidance to $3.499B-$3.507B (~9% growth) and guided Q3 FY27 revenue to $886M-$890M, citing growing traction of its AI-focused IAM platform, now 15.1% of ARR.
Price Reaction
+3.6% to +4.4% after hours
Beat on both EPS and revenue with raised full-year guidance and non-GAAP operating margin widening to 31.6%, driven by growing IAM/AI platform adoption -- a genuine beat-and-raise quarter, not just a low-bar clear.
EPS vs. Consensus
$0.15 actual vs $0.15 consensus (in-line, flat YoY)
Revenue vs. Consensus
$410.3M actual vs $397.95M consensus (+3.1%), +13% YoY
Forward Guidance
Raised full-year FY27 guidance: revenue to $1.789B-$1.794B (vs ~$1.78B est) and non-GAAP operating income to ~$445M; guided Q3 revenue to $440M-$445M, citing record ARR of $1.94B (+12% YoY) and accelerating enterprise AI-agent/automation demand.
Price Reaction
+12% in extended trading
Revenue beat plus a raised full-year outlook outweighed EPS that merely matched (not beat) consensus; strong enterprise AI-automation demand and improving non-GAAP operating income drove a double-digit after-hours pop, extending a rally that had already run ~40% over the prior month.
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.
Archive
Past evenings' earnings reviews.
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Sep 25, 2026
Micron kicks off a make-or-break week for the AI trade, with Nike, Accenture and Carnival testing their own turnaround stories
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Sep 24, 2026
Costco beats but margin worries cap the pop; BlackBerry keeps raising the bar
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Sep 23, 2026
A quiet night on the earnings front
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Sep 22, 2026
KB Home beats on profit but trims margin outlook; Worthington Enterprises tops estimates on data-center demand
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Sep 21, 2026
Quiet Monday: no major after-hours reports before earnings season ramps up
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Sep 18, 2026
A quiet week for the watchlist, but consumer bellwethers will test how resilient spending really is
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Sep 17, 2026
A quiet after-hours session, headlined by Lennar's housing-market warning
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Sep 16, 2026
Lennar misses on both lines as housing affordability squeeze deepens
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Sep 15, 2026
Quiet night on the earnings front
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Sep 14, 2026
Quiet night on the watchlist -- Dave & Busters the lone notable miss after the bell
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Sep 11, 2026
A lull before the next wave: housing takes center stage
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Sep 10, 2026
Oracle blows past estimates on AI cloud backlog; Adobe beats and raises but a surprise CEO handoff steals the spotlight
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Sep 9, 2026
Two beats, two selloffs: C3.ai and American Eagle both topped estimates but got punished on guidance quality
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Sep 8, 2026
Beats all around, but Wall Street punished every soft guide -- three of four after-hours reporters sold off despite topping estimates
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Sep 4, 2026
A quieter week, but Oracle and Adobe bring the AI-earnings story back to center stage
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Sep 3, 2026
Cloud software delivers clean beat-and-raise night: Zscaler, DocuSign, and UiPath all top estimates on AI-driven demand
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Sep 2, 2026
Broadcom Guidance Wobble Overshadows AI Beat as Snowflake and HPE Deliver Clean Beat-and-Raises
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Sep 1, 2026
Beat-and-raise sweep: Dell, Palo Alto, MongoDB and GitLab all top estimates, but the market punishes some more than others
Notes
This page is market commentary built from real earnings releases and public analyst coverage, not a trade signal and not connected to the paper-trading account's cash or holdings. Nothing here is executed. Not investment advice.