Key Highlights

  • Etsy (NASDAQ:ETSY) is expected to report EPS of USD 0.76 before the open on October 28, 2026, according to a published earnings calendar, and it is the first of four reports on the day.
  • MGM Resorts (NYSE:MGM) is seen at USD 0.04 and reports after the close, a thin estimate in which a small surprise would look large in proportional terms.
  • Equinix (NASDAQ:EQIX) is seen at USD 4.12, giving a read on data-center real estate demand tied to AI infrastructure, power needs and cloud growth. That makes the group a useful barometer for consumers and infrastructure in one session.
  • The four reports span online retail, casinos, used cars and data centers, so they test consumer demand and AI infrastructure demand within a single day.

Etsy, MGM and Carvana

Etsy (NASDAQ:ETSY) is forecast at EPS of USD 0.76 and is listed before the open. The company runs an online marketplace for handmade and vintage goods, so its results show whether shoppers are still spending on discretionary items as the holiday season approaches. MGM Resorts is forecast at USD 0.04, and Carvana (NYSE:CVNA) at USD 0.44, with both reporting after the close. The timing split matters because the first reaction to Etsy (NASDAQ:ETSY) may set the tone for the later reports in consumer-discretionary stocks. A casino operator and a used-car retailer will also show how higher borrowing costs and travel demand are affecting customers. Management comments on shipping costs, buyer fees and promotions will indicate how much customers are trimming budgets this holiday season.

Equinix and the Data-Center Angle

Equinix is forecast at EPS of USD 4.12. As a real estate investment trust that leases space in data centers, it earns rent from customers that need power, cooling and network connections. Its results are a window into AI infrastructure and cloud demand, which has been at the center of this week's financing announcements. A REIT is also sensitive to interest rates, because it borrows to build and its shares are compared with bond yields. A 10-year Treasury yield near 4.995% is therefore a headwind even if leasing is strong, and management guidance on capital spending will be closely read. Investors will also look at occupancy, pricing on renewals and the pipeline of new capacity, which together show whether demand is outpacing supply of power and space.

Risks and What to Watch

Risks include a pullback in consumer spending, weaker gaming and travel trends, auto-loan costs, and higher rates that raise funding costs for real estate companies. The Federal Reserve decision at 2:00 p.m. ET, with December hike odds near 73% to 75%, will frame the reaction. Investors should watch guidance, seller activity at Etsy (NASDAQ:ETSY), conversion of leasing into revenue at Equinix and margins at each company. None has reported yet, and the estimates come from one calendar, so the figures are approximate and are not a prediction of results. The reactions may also reflect interest rates, since each of the four companies carries debt or sells to customers who finance purchases, and a hawkish Federal Reserve could weigh on all of them.

Where Things Stand

The answer is that Etsy (NASDAQ:ETSY) and 3 other companies report on October 28, 2026 because the calendar schedules them across the day, giving early evidence on online retail, casinos, used cars and data-center real estate. The EPS estimates are approximate and come from one calendar. Nothing is known yet, and rates and guidance will matter most. This is not investment advice. A single result may also move peers.