At a glance: No S&P 500 names report today. Monday's two reporters, Nike and Carnival, have nothing to grade yet this morning; the week picks back up Wednesday with a three-name cluster in Micron, Jabil and FactSet, then Accenture closes it out Thursday.
Scorecard — reported since we last wrote
Nothing to grade this morning.
No results to score from the prior edition.
Rest of the week
Wednesday is the week's heaviest day, with three names reporting. Micron reports after the close, with consensus implying another sharp sequential step-up as DRAM and HBM pricing continues to ride the AI-accelerator buildout — the focus will be on how durable management calls that pricing into next fiscal year. Jabil, pre-open the same day, carries its own read-through on the hyperscaler capex cycle via server-rack and liquid-cooling manufacturing, while FactSet's subscription economics trade on renewal rates and annual subscription value growth rather than any single quarter's swing, with consensus pointing to a modest sequential step-down. Accenture closes out the week Thursday, with consensus again implying a step-down against an outsized prior quarter and the debate centered on bookings momentum and how much of the generative-AI services pipeline is converting to billed revenue.
| Day | Company | Time | Cons. EPS | Prev Q EPS | Implied move |
|---|---|---|---|---|---|
| Wednesday Sep 30 | Micron Technology MU | After-close | $32.32 | $25.11 | 7.9% |
Jabil JBL | Pre-open | $4.10 | $3.16 | 9.7% | |
FactSet FDS | Pre-open | $4.38 | $4.53 | — | |
| Thursday Oct 1 | Accenture ACN | Pre-open | $3.21 | $3.80 | 8.3% |
Informational only — not investment advice. Figures are consensus/estimates and option-implied values from public sources and may be revised.