Oracle, Adobe, Casey’s, ServiceTitan and other high-profile names headline a crowded earnings week spanning software, retail and industrial demand. With several stocks trading at rich valuations and recent price swings, investors will be watching closely for signs that growth can still justify the premium.
A packed September 7, 2026 earnings week will test whether growth stocks can justify premium valuations across software, retail and industrial names. Oracle enters with momentum and broad analyst support, while Adobe, ServiceTitan and Casey's face a sharper credibility check after recent share-price swings. For investors, the key question is whether earnings beats can sustain elevated multiples or whether the market will reward lower-valuation, steadier growers instead.
The week of September 7, 2026, puts high-growth software, consumer spending, and industrial demand on the same earnings calendar. Oracle (ORCL) enters at $158.83 after a 3.11% gain, while Adobe (ADBE) sits at $266.51 after a 6.73% drop, creating a sharp test of which growth stories still command investor confidence.
Key Takeaways
Oracle (ORCL), Casey's General Stores (CASY), and ServiceTitan (TTAN) report on September 8, giving technology and consumer stocks an early spotlight.
Adobe (ADBE) has fallen 6.73% in one session, while its latest listed EPS result still exceeded its estimate.
SailPoint (SAIL), ServiceTitan (TTAN), and Casey's trade at P/E ratios above 39, leaving growth execution central to their earnings stories.
Kroger (KR) reports September 11 with a 11.84 P/E and a Buy analyst consensus, offering a lower-valuation counterpoint to the software names.
Casey's General Stores (CASY): A Premium Convenience Retail Test
Casey's reports on September 8. The convenience store operator trades at $756.09 after a $2.33 decline, or 0.31%. Its 50-day average is $826.72, while its 200-day average is $727.11. The stock's 52-week range runs from $497.38 to $927.85.
Analyst sentiment remains constructive, with 17 Buy ratings, 9 Holds, and no Sell ratings. The latest listed earnings result, dated June 9, showed EPS of $4.37 versus an estimate of $3.31. Casey's current EPS is $19.16, and its P/E ratio is 39.46. That valuation places the stock well above Kroger's 11.84 multiple. The market has priced Casey's as a growth-oriented retailer, so another result above its estimate would reinforce that premium framing.
ServiceTitan reports on September 8. Shares closed at $87.92 after falling $5.18, or 5.56%. The stock remains above its 50-day average of $83.91 and its 200-day average of $78.40. Its 52-week range stretches from $54.17 to $119.99.
The software company has 14 Buy ratings and 2 Holds, producing a Buy consensus. Its latest listed result, from June 4, delivered EPS of $0.37 against an estimate of $0.276. Current EPS stands at $1.21, while the P/E ratio is 72.66. That multiple sets a demanding valuation bar. The latest earnings surprise gives the bullish case a concrete foundation, but the sharp daily decline shows how quickly sentiment can shift around richly valued application software.
Oracle (ORCL): Cloud Infrastructure Carries the Technology Narrative
Oracle reports on September 8. The infrastructure software leader gained $4.79, or 3.11%, to reach $158.83. Its 50-day average is $139.71, and its 200-day average is $169.09. The stock's 52-week range is $114.50 to $345.72.
Oracle has the broadest analyst support among the featured names, with 56 Buy ratings, 26 Holds, and 4 Sells. The latest listed earnings result, dated June 10, showed EPS of $2.11 versus an estimate of $1.96. Current EPS is $7.63, and the P/E ratio is 20.82. Oracle's position in cloud infrastructure and enterprise software gives this report a wider technology-sector reach. The Buy consensus and recent price gain establish a stronger baseline than the more volatile software names.
Sunbelt Rentals Holdings (SUNB): Industrial Growth at a High Multiple
Sunbelt Rentals reports on September 9. Shares rose $2.60, or 3.94%, to $68.59. The stock's 50-day average is $74.92, and its 200-day average is $74.18. Its 52-week range runs from $61.03 to $86.68.
Analyst opinion is positive but less uniform than at Oracle or Adobe. Sunbelt has 2 Buy ratings, 1 Hold, and 1 Sell, with a Buy consensus. Its June 23 earnings result showed EPS of $0.74 against an estimate of $0.745, placing the actual result below the estimate. Current EPS is $1.52, and the P/E ratio is 45.13. Equipment rental spans construction and industrial customers, while the valuation gives the market a direct measure of how much growth investors expect from the business.
The Cooper Companies (COO): Medical Devices With a Supported Rating
The Cooper Companies reports on September 9. The medical device stock fell $1.05, or 1.49%, to $69.59. Its 50-day average is $72.65, and its 200-day average is $73.38. The 52-week range is $58.89 to $89.83.
The analyst count includes 16 Buys, 8 Holds, and 1 Sell. The consensus is Buy. Cooper's latest listed result, from June 4, showed EPS of $1.21 versus an estimate of $1.10. Current EPS is $4.56, and the P/E ratio is 15.26. Contact lenses and women's health products give the company two distinct medical-device businesses. The recent earnings beat and moderate valuation provide a firmer base than the higher-multiple software companies in this week's preview.
SailPoint (SAIL): Identity Security Keeps a Growth Premium
SailPoint reports on September 9. Shares declined $0.57, or 2.94%, to $18.82. The stock's 50-day average is $16.96, and its 200-day average is $16.01. Its 52-week range spans $10.30 to $24.00.
Analyst support is strong, with 27 Buy ratings and 7 Holds. No Sell rating appears in the current count. SailPoint's June 9 result produced EPS of $0.05 versus an estimate of $0.04328. Current EPS is $0.28, and the P/E ratio is 67.21. The company sells identity security software for human and machine access. The Buy consensus and high multiple assign a substantial value to that growth profile, while the latest price decline adds a note of caution before the September report.
Chewy (CHWY): Online Pet Retail Tests Its Recovery
Chewy reports on September 9. Shares slipped $0.30, or 1.25%, to $23.66. The 50-day average is $22.25, and the 200-day average is $25.83. The stock's 52-week range runs from $17.40 to $43.50.
Chewy has 31 Buy ratings and 7 Holds, with no Sell ratings in the current analyst count. Its latest listed result, dated June 10, showed EPS of $0.43 against an estimate of $0.2424. Current EPS is $0.81, and the P/E ratio is 29.21. Chewy's online model covers about 100,000 products from roughly 3,000 brands. The earnings surprise and analyst support give the stock a clear growth case, although its position below the 200-day average keeps the price trend from matching the rating strength.
Adobe (ADBE): A Sharp Price Drop Meets a Recent EPS Beat
Adobe reports on September 10. Shares fell $19.24, or 6.73%, to $266.51. The stock's 50-day average is $248.85, while its 200-day average is $267.93. Its 52-week range is $190.12 to $370.86.
Analysts still assign Adobe a Buy consensus, with 30 Buys, 27 Holds, and 6 Sells. The latest listed result, from June 11, showed EPS of $5.96 versus an estimate of $5.82. Current EPS is $22.83, and the P/E ratio is 11.67. Adobe's Creative Cloud and Document Cloud businesses support a large recurring software base. Yet the one-session decline makes the valuation response especially important. A recent EPS beat alone has not prevented investors from resetting the price.
Copart (CPRT): Vehicle Auctions Add an Industrial Counterweight
Copart reports on September 10. Shares gained $0.14, or 0.42%, to $33.72. The 50-day average is $30.08, and the 200-day average is $34.45. Its 52-week range runs from $26.81 to $49.16.
The analyst view is Buy, supported by 12 Buy ratings, 8 Holds, and 1 Sell. Copart's May 21 result showed EPS of $0.43 against an estimate of $0.4063. Current EPS is $1.61, and the P/E ratio is 20.94. The company operates online vehicle auctions and remarketing services, giving it a specialized industrial model. The recent EPS beat supports the rating, while the share price below its 200-day average leaves room for a measured reaction to the next result.
Kroger (KR): Lower Valuation, Defensive Demand
Kroger reports on September 11. The grocery operator edged up $0.08, or 0.14%, to $58.59. Its 50-day average is $57.70, and its 200-day average is $64.05. The 52-week range is $54.15 to $76.58.
Kroger has 21 Buy ratings, 17 Holds, and 6 Sells, producing a Buy consensus. The latest listed result, dated June 18, showed EPS of $1.58 versus an estimate of $1.59. Current EPS is $4.95, and the P/E ratio is 11.84. Kroger's grocery stores, pharmacies, fuel centers, and prepared food operations give it a broader consumer base than a pure supermarket chain. Its lower multiple makes the stock a useful contrast to Casey's and Chewy as the earnings week closes.
Other Earnings to Watch
Sasol (SSL), Basic Materials, Specialty Chemicals, reports September 7.
Grifols (GRFS), Healthcare, Drug Manufacturers - General, reports September 7.
Kenon Holdings (KEN), Utilities, Independent Power Producers, reports September 7.
FIZZ National Beverage (FIZZ), Consumer Defensive, Beverages - Non-Alcoholic, reports September 7.
GameStop (GME), Consumer Cyclical, Specialty Retail, reports September 8.
VinFast Auto (VFS), Consumer Cyclical, Auto Manufacturers, reports September 8.
United Natural Foods (UNFI), Consumer Defensive, Food Distribution, reports September 8.
ABM Industries (ABM), Industrials, Specialty Business Services, reports September 8.
InnovAge (INNV), Healthcare, Medical Care Facilities, reports September 8.
Cresud (CRESY), Industrials, Conglomerates, reports September 8.
Core & Main (CNM), Industrials, Industrial Distribution, reports September 9.
Navan (NAVN), Technology, Software - Application, reports September 9.
AeroVironment (AVAV), Industrials, Aerospace & Defense, reports September 9.
Jersey Mike's Subs (JMKE), Consumer Cyclical, Restaurants, reports September 9.
Signet Jewelers (SIG), Consumer Cyclical, Luxury Goods, reports September 9.
Seabridge Gold (SA), Basic Materials, Gold, reports September 9.
American Eagle Outfitters (AEO), Consumer Cyclical, Apparel Retail, reports September 9.
Academy Sports and Outdoors (ASO), Consumer Cyclical, Specialty Retail, reports September 9.
AnaptysBio (ANAB), Healthcare, Biotechnology, reports September 9.
Wealthfront (WLTH), Technology, Software - Application, reports September 9.
Cantaloupe (CTLP), Technology, Software - Infrastructure, reports September 9.
Descartes Systems Group (DSGX), Technology, Software - Application, reports September 10.
Macy's (M), Consumer Cyclical, Department Stores, reports September 10.
RH (RH), Consumer Cyclical, Specialty Retail, reports September 10.
Hub Group (HUBG), Industrials, Integrated Freight & Logistics, reports September 10.
Tsakos Energy Navigation (TEN), Energy, Oil & Gas Midstream, reports September 10.
LightPath Technologies (LPTH), Technology, Electronic Components, reports September 10.
Reformation (REF), Consumer Cyclical, Apparel Retail, reports September 10.
CoinShares (CSHR), Financial Services, Capital Markets, reports September 10.
Wrap-Up
This weekly earnings preview centers on valuation discipline. Oracle and Cooper offer recent EPS beats at more moderate P/E ratios, while ServiceTitan and SailPoint carry growth multiples above 67 and face a higher execution bar.
Adobe's 6.73% decline and Kroger's 11.84 P/E add useful contrast. Across the earnings calendar, price reaction will separate durable operating results from stocks priced for perfection.
▌Common Questions
Frequently asked questions
+When do Oracle, Casey's General Stores and ServiceTitan report earnings?
Oracle, Casey's General Stores and ServiceTitan are all scheduled to report on September 8, 2026. That makes Tuesday the first major test for this week's growth-stock earnings calendar.
+Why is Oracle's earnings report important for tech investors?
Oracle is a key cloud infrastructure and enterprise software name, so its results can influence sentiment across the broader technology sector. A solid report would support the case that large-cap software can still grow while trading at a more moderate valuation than some peers.
+Is Adobe still considered a growth stock after its recent drop?
Yes, Adobe remains a major growth software name, but its recent 6.73% one-day decline shows how quickly sentiment can shift. Investors will be watching whether earnings and guidance can restore confidence in the stock's premium valuation.
+Which company in this earnings preview looks cheaper on valuation?
Kroger stands out with a P/E ratio of 11.84, far below the higher-multiple software and specialty retail names in this preview. That lower valuation gives investors a more defensive earnings alternative if growth stocks disappoint.
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