Several major companies are reporting earnings this week, including Micron, Alibaba, FedEx, and Accenture.
Earnings season has a way of moving stocks fast. A single report can send shares surging… or wipe out months of gains in a matter of hours.
That’s why each week we scan the upcoming earnings calendar to identify the companies most likely to attract investor attention due to their size, brand recognition, or recent market activity.
Below is a table highlighting some of the most notable companies reporting earnings this week (March 16-19).
Stocks Reporting Earnings This Week
| Ticker | Company | Report Date | Time | Est. EPS | Est. Revenue |
|---|---|---|---|---|---|
| DLTR | Dollar Tree | Mon Mar 16 | Pre-Market | $2.53 | $5.5B |
| SAIC | Science Applications International | Mon Mar 16 | Pre-Market | $2.13 | $1.8B |
| BEKE | KE Holdings | Mon Mar 16 | Pre-Market | $0.07 | $3.1B |
| LULU | Lululemon | Tue Mar 17 | After Close | $4.78 | $3.6B |
| PARA | Paramount | Tue Mar 17 | After Close | $0.15 | $7.7B |
| DOCU | DocuSign | Tue Mar 17 | After Close | $0.71 | $828M |
| ASO | Academy Sports | Tue Mar 17 | Pre-Market | $2.03 | $1.8B |
| MPW | Medical Properties Trust | Tue Mar 17 | Pre-Market | $0.07 | $244M |
| ESLT | Elbit Systems | Tue Mar 17 | Pre-Market | $3.18 | $2.1B |
| TME | Tencent Music | Tue Mar 17 | Pre-Market | $0.21 | $1.2B |
| OKLO | Oklo | Tue Mar 17 | After Close | -$0.17 | — |
| MU | Micron Technology | Wed Mar 18 | After Close | $8.61 | $19.2B |
| GIS | General Mills | Wed Mar 18 | Pre-Market | $0.75 | $4.5B |
| WSM | Williams-Sonoma | Wed Mar 18 | Pre-Market | $2.90 | $2.4B |
| M | Macy’s | Wed Mar 18 | Pre-Market | $1.56 | $7.5B |
| JBL | Jabil | Wed Mar 18 | Pre-Market | $2.44 | $7.8B |
| FIVE | Five Below | Wed Mar 18 | After Close | $4.00 | $1.7B |
| HTHT | H World Group | Wed Mar 18 | Pre-Market | $0.37 | $933M |
| FDX | FedEx | Thu Mar 19 | After Close | $4.12 | $23.5B |
| BABA | Alibaba | Thu Mar 19 | Pre-Market | $1.73 | $41.3B |
| ACN | Accenture | Thu Mar 19 | Pre-Market | $2.86 | $17.8B |
| DRI | Darden Restaurants | Thu Mar 19 | Pre-Market | $2.95 | $3.3B |
| SIG | Signet Jewelers | Thu Mar 19 | Pre-Market | $6.05 | $2.3B |
If needed, swipe or scroll sideways to view the full table.
The earnings calendar only tells part of the story. To understand how the market may be positioning ahead of these reports, it helps to look beneath the surface — at options flow, institutional buying and selling, insider transactions, and analyst sentiment.
Together, these signals can offer valuable clues about where the “smart money” sees opportunity.
One Name Stands Out as the Clearest Bullish Setup for the Week
Most of the setups this week show mixed signals, conflicting opinions, or outright caution. But one name stands out for having the clearest bullish alignment across multiple data points: Micron Technology (MU).
This AI memory bellwether is the one stock where nearly every signal points in the same direction.
| Ticker | Company | Options | Institutions | Insiders | Analysts | Setup |
|---|---|---|---|---|---|---|
| MU | Micron Technology | 🟢 Bullish Calls | 🟢 Heavy Buying | 🟢 Open-Market Buy | 🟢 22 Buys | Strong Alignment |
| LULU | Lululemon | 🔴 Bearish Puts | ⚪ Mixed | ⚪ None | ⚪ Mixed | Downside Risk |
| BABA | Alibaba | 🟢 Bullish Calls | 🟢 Heavy Buying | ⚪ None | 🟡 Sparse | Divergent Setup |
| FDX | FedEx | 🟡 Mixed | ⚪ Mixed | ⚪ None | ⚪ Neutral | Uncertain |
| ACN | Accenture | 🔴 Heavy Puts | ⚪ Neutral | ⚪ None | ⚪ Neutral | Bearish Positioning |
| DLTR | Dollar Tree | 🔴 Bearish Puts | ⚪ Neutral | ⚪ None | ⚪ Neutral | Weak Sentiment |
| ASO | Academy Sports | ⚪ No Signal | ⚪ Neutral | ⚪ None | ⚪ Neutral | Limited Data |
If needed, swipe or scroll sideways to view the full table.
Micron reports Wednesday after the close, with Wall Street expecting $8.61 in EPS on $19.2 billion in revenue. Because MU sits at the center of the AI memory cycle, its results could help set the tone for the semiconductor group.
Recent Options Activity
Options activity in Micron has been the most active of the group, and the flow leans clearly bullish even with some downside hedging mixed in.
| Contract | Premium | Sentiment | Notes |
|---|---|---|---|
| Jan 2027 $750 CALL | $1.5M+ | 🟢 Bullish | Multiple sweeps at the ask — extreme upside bet |
| Jan 2027 $460 CALL | $575K | 🟢 Bullish | Ask sweep — follow-through upside positioning |
| Apr 2026 $460 CALL | $372K | 🟢 Bullish | Nearer-dated bullish call buying |
| Aug 2026 $500 CALL | $317K | 🟢 Bullish | Longer-dated AI/memory cycle bet |
| Sep 2026 $290 PUT | $447K | 🔴 Bearish | Meaningful downside hedge |
| Dec 2028 $460 CALL | $755K | ⚪ Mixed | Likely call sale or position adjustment |
If needed, swipe or scroll sideways to view the full table.
The standout remains the January 2027 $750 calls. With MU trading around $426, that strike implies a move of nearly 76% higher by next January.
That’s a high-conviction bet that Micron’s AI and HBM-driven memory cycle still has a long runway ahead.
Some downside protection is present — most notably the September 2026 $290 put sweep — but the overall flow still leans decisively bullish.
Options traders aren’t the only ones paying attention to MU ahead of earnings. Institutions have also been building large positions in recent weeks…
Recent Institutional Buying
| Institution | Filing Window | Amount Purchased |
|---|---|---|
| Arrowstreet Capital | Feb. 12–17 | $749M |
| Amundi | Feb. 12–17 | $561M |
| Bank of Nova Scotia | Feb. 12–17 | $556M |
| Barclays | Feb. 12–17 | $537M |
| Janus Henderson | Feb. 12–17 | $484M |
| HRT Financial | Feb. 12–17 | $251M |
| Morgan Stanley | Feb. 12–17 | $227M |
If needed, swipe or scroll sideways to view the full table.
The institutional activity surrounding Micron in recent weeks has been extraordinary.
This isn’t one or two isolated buyers. The seven institutions listed above alone account for roughly $3.4 billion of buying, and they were part of a much broader wave of accumulation disclosed in the same mid-February window.
That breadth matters. When global banks, asset managers, and large institutional investors all add exposure at the same time, it usually reflects a shared conviction thesis rather than routine portfolio rebalancing.
And the bullish alignment doesn’t stop with institutions. Micron director Teyin Liu bought roughly $7.8 million worth of stock in open-market purchases on January 13 and 14 — one of the strongest insider signals investors can get.
Institutions aren’t the only ones showing confidence in Micron. Wall Street analysts have been nearly unanimous as well…
Recent Analyst Ratings and Price Targets
| Analyst | Rating | Price Target | Potential Upside |
|---|---|---|---|
| Stifel | Buy | $550 | +29.1% |
| Susquehanna | Buy | $525 | +23.2% |
| Wells Fargo | Buy | $470 | +10.3% |
If needed, swipe or scroll sideways to view the full table.
Wall Street analysts remain fully aligned. Since January 1, Micron has logged 22 analyst actions — and every single one has been a Buy rating. Not a single firm has issued a Hold or Sell.
Across recent targets, the Street’s median price target sits around $450 versus the current share price near $426, implying roughly 6% upside even before using the more aggressive targets shown above.
In other words, analysts still see room for Micron to move higher — particularly if management delivers another strong quarter and reinforces the AI memory narrative on Wednesday’s call.
Taken together, the options positioning, institutional buying, insider purchase, and analyst price targets all point in the same direction — growing confidence in Micron heading into this week’s earnings report.
The Takeaway
Earnings season often creates some of the biggest stock moves of the quarter.
This week’s earnings calendar includes plenty of recognizable names, but Micron Technology stands out as having the clearest bullish alignment heading into its report.
When options traders, institutions, insiders, and analysts all lean in the same direction, it’s worth paying attention. That combination — calendar catalyst plus aligned signals — is exactly the type of setup we like to keep an eye on.
When Micron reports Wednesday after the close, we’ll quickly find out whether that confidence was justified.
Good trading!
Greg Patrick
P.S. In today’s Breakout Stocks article, my colleague Tara shows a tactical way to trade Micron right now.
Please note: This briefing is based on publicly available data including 13F institutional filings, options flow, insider transactions, and analyst ratings. It’s intended for informational purposes only and does not constitute investment advice. Past smart money positioning does not guarantee future price performance.
I recently visited Mar-a-Lago... And now I'm prepared to put my reputation on the line. Since 1998, my proprietary system would've returned 13,126% in backtests. (That's 13X the S&P and 106X the average investor, according to JP Morgan.) However, one investment I just uncovered could be my biggest winner of all... It involves President Trump, Elon Musk, trillions of dollars, China... And a MAJOR upgrade to the artificial intelligence revolution. See for yourself!