Key Highlights

  • Visa (NYSE:V) reports after the close on October 27, 2026 with consensus of USD 3.50 EPS on USD 12.3 billion of revenue, and options imply a move of about 3.6%, the calmest of the four.
  • Robinhood (NASDAQ:HOOD) reports with consensus of USD 0.57 EPS on USD 1.5 billion of revenue, and options imply about 10.4% as Goldman Sachs data show retail volume at 9% of US equity volume.
  • Seagate (NASDAQ:STX) reports with consensus of USD 7.49 EPS on USD 4.2 billion of revenue and an implied move of about 11.3%, alongside NXP Semiconductors at about 12.5% and F5 at about 12.2%.
  • Mondelez (NASDAQ:MDLZ) reports with consensus of USD 0.71 EPS, joined by Waste Management at USD 2.25 EPS, Teradyne at USD 2.06 and Baker Hughes at USD 0.61, according to one calendar page.

Visa (NYSE:V): Spending and cross-border gauge

Visa (NYSE:V) is due to report fiscal fourth-quarter results after the market closes on Tuesday, October 27, 2026. Consensus stands at USD 3.50 EPS on USD 12.3 billion of revenue, from one earnings calendar page that has carried known data errors for other names, so the numbers are approximate. Options markets imply a move of about 3.6% in either direction, a measure of expected size and not direction. The company is one of several large reporters after the bell, together with Robinhood, Seagate (NASDAQ:STX) and NXP Semiconductors. Results had not been published when this was written, so nothing here describes the actual outcome, and the article will need updating once they are released. The result is expected shortly after 4:00 p.m. ET. The company runs a payment network and earns fees as consumers and businesses pay with its cards, so revenue follows payment volume, cross-border travel and the number of transactions processed. Investors usually watch payments volume growth, cross-border volume, processed transactions and the outlook for the next year, along with legal and regulatory costs. Cross-border volume is a useful gauge of international travel and e-commerce. A small implied move of 3.6% shows that traders see the business as steady compared with fintech peers, where guidance can swing sentiment more sharply. PayPal reports before the open the same day, so the two give a same-day view of digital payments.

Robinhood (NASDAQ:HOOD): Retail trading bellwether

Robinhood (NASDAQ:HOOD) is due to report third-quarter results after the market closes on Tuesday, October 27, 2026. Consensus stands at USD 0.57 EPS on USD 1.5 billion of revenue, from one earnings calendar page that has carried known data errors for other names, so the figures are approximate. Options markets imply a move of about 10.4% in either direction, which measures expected size and not direction. It reports alongside Visa (NYSE:V), Seagate and NXP Semiconductors. Results had not been published when this was written, so nothing here describes the actual outcome, and the preview will need to be updated once the numbers are public. Funded customer accounts and total platform assets are also closely watched. The company earns money from trading activity, interest on customer cash, subscriptions and, historically, payment for order flow, so its income rises and falls with how actively individuals trade. Goldman Sachs data reported on October 26 put retail share at 9% of US equity volume, down about 20% since mid-summer and more than 40% since late 2025. Investors will look at funded accounts, assets on the platform, options and crypto volumes, net interest income and any new products. The bounce in crypto equities was uneven on October 26, which adds uncertainty about trading revenue linked to digital assets.

Seagate (NASDAQ:STX): AI storage and data

Seagate (NASDAQ:STX) makes hard drives and data storage products, and it is due to report after the market closes on Tuesday, October 27, 2026. Consensus is USD 7.49 EPS on USD 4.2 billion of revenue, from one earnings calendar page that has carried known data errors. NXP Semiconductors, a maker of automotive and industrial chips, is expected to report USD 4.17 EPS on USD 3.8 billion. F5, a network software company, is also due. Options markets imply moves of about 11.3%, 12.5% and 12.2% respectively, which measure size and not direction. Reports differ on whether SK hynix reports on Tuesday after the close or on Wednesday. Results had not been released when this was written. Storage matters for AI because training and running models create huge volumes of data that must be held somewhere, and high-capacity drives are one low-cost place. The semiconductor sector bounced strongly on October 26, with Nvidia closing at USD 216.00, up 2.39%, and the iShares Semiconductor ETF (NASDAQ:SOXX) reported to have drawn a USD 5.4 billion weekly inflow, a figure from one data release. NXP and F5 add automotive, industrial and network exposure. NXP and F5 add automotive, industrial and network exposure to the evening. The main risk is that guidance disappoints after a sharp rebound, leaving the shares exposed to a quick reversal.

Mondelez (NASDAQ:MDLZ): Staples and cocoa costs

Mondelez (NASDAQ:MDLZ) makes snacks including chocolate and biscuits, and it is due to report third-quarter results after the market closes on Tuesday, October 27, 2026. Consensus is USD 0.71 EPS, from one earnings calendar page that has carried known data errors, so the figure is approximate. Four other companies report in the same window. Waste Management is forecast at USD 2.25 EPS. Teradyne is forecast at USD 2.06. Baker Hughes is forecast at USD 0.61. Enphase (NASDAQ:ENPH) appears in only one calendar and no consensus was captured. Results had not been published when this was written, so nothing here describes the actual outcome, and each preview will need updating once the numbers are public. The snack maker offers a read on consumer demand and cocoa and sugar costs, which are closely linked to pricing and margins. Waste Management is a defensive service business, with revenue tied to collection volumes and landfill pricing. Teradyne makes test equipment for chips, so its orders follow semiconductor and AI hardware activity, which has been volatile this month. Baker Hughes supplies oilfield and gas technology, so a Brent price near USD 115.81 supports interest in its outlook.

Where Things Stand

The answer is that Tuesday's after-the-close session tests spending, retail activity, AI storage and consumer staples at once. Visa (NYSE:V) is priced for the smallest move at 3.6%. Robinhood (NASDAQ:HOOD) is priced for 10.4%. Seagate is priced for 11.3%. Mondelez (NASDAQ:MDLZ) carries a consensus of USD 0.71 EPS. Consensus comes from one calendar page, so each article is a preview. The Fed decision on October 28 is the next catalyst. This is not investment advice.