Earnings / IPO
Week of May 26, 2026
📅 Calendar
📊 Earnings
🚀 IPO Pipeline
💊 PDUFA Dates
🚀 Most Anticipated IPO of the Decade
SpaceX IPO — June 11, 2026
S-1 filed May 22. Roadshow begins June 8. Pricing June 11. NYSE: SPCE2 (proposed)
16Days
08Hours
24Minutes
11Seconds
Valuation: $1.75T Revenue 2025: $15.4B EBITDA: $3.2B Lead Underwriters: Goldman, Morgan Stanley PDB Plays: DXYZ, RKLB, RDW, ASTS, VOYG
This Week May 26 - May 30
Monday
May 26
CPI/Jobs ECON
8:30 AM ET
RGTI E
After Close
Tuesday
May 27
Consumer Conf ECON
10:00 AM ET
ONON E
Before Open
Wednesday
May 28
FOMC Minutes ECON
2:00 PM ET
NVDA ⚡ HOT
After Close
Thursday
May 29
GDP Revision ECON
8:30 AM ET
PCE Deflator ECON
8:30 AM ET
COST E
After Close
Friday
May 30
Core PCE 🔴 KEY
8:30 AM ET — Fed preferred
Chicago PMI ECON
9:45 AM ET
Upcoming PDUFA Dates Biotech Binary Events
SMMT
Summit Therapeutics
PDUFA
June 12, 2026 — 16 days
FDA decision on ivonescimab for NSCLC (non-small cell lung cancer). Phase 3 HARMONi-2 showed superiority over Keytruda in Chinese patients. FDA evaluating whether US trial required for approval. Binary event.
Drug
Ivonescimab
Peak Sales Est
$8.2B
BinaryNSCLCPhase 3High risk
VKTX
Viking Therapeutics
PDUFA
July 26, 2026 — 60 days
FDA decision on VK2809 for NASH (liver disease). Phase 2b data showed significant liver fat reduction. Competing in a $35B+ market against Madrigal and Novo Nordisk. Approval would be transformational for the company.
Drug
VK2809
Market Size
$35B+
NASHPhase 2bObesity adjacent
This Week Earnings 3 Key Reports
NVDA
Nvidia Corporation
⚡ HOT
Wednesday May 28 — After Close
Q1 FY2027 earnings. The most important print of the week. AI infrastructure demand remains the key driver. Data center segment expected to account for $84B of total revenue. Watch China revenue guidance — any upside there is a significant positive surprise.
Rev Estimate
$91.5B
EPS Estimate
$0.87
Implied Move
±10%
IV Rank
84
AIData CenterOptions RichUse Spreads
ONON
On Holding AG
EARNINGS
Tuesday May 27 — Before Open
Q1 2026 earnings. Swiss running shoe brand with strong momentum in the premium athletic segment. Key metrics: revenue growth rate (consensus +28% YoY), gross margin trajectory, and North America market share commentary. Recent insider buy of $6.6M is a bullish signal heading in.
Rev Estimate
$2.84B
EPS Estimate
$0.21
Implied Move
±7%
IV Rank
58
ConsumerInsider BuyPremium Brand
COST
Costco Wholesale
EARNINGS
Thursday May 29 — After Close
Q3 FY2026 earnings. Costco is a bellwether for consumer health. Membership fee renewal rates and comp sales growth are the key metrics. Tariff commentary will be watched closely given Costco's heavy import exposure.
Rev Estimate
$62.4B
EPS Estimate
$4.14
Implied Move
±4%
IV Rank
32
ConsumerMembershipTariff watch
Earnings History — Recent Beats and Misses
TickerDateRev ActualRev EstEPS ActualEPS EstResultReaction
IONQMay 8$12.4M$11.8M-$0.18-$0.22BEAT+13.4%
NVDAFeb 26$39.3B$38.0B$0.89$0.84BEAT+RAISE+4.2%
HIVEMay 14$42.8M$39.1M$0.04$0.02BEAT+8.6%
ONONMay 6 (prev)$2.65B$2.55B$0.19$0.17BEAT+6.8%
SMMTApr 22$18.2M$15.4M-$0.42-$0.48BEAT+3.2%
🚀 IPO Countdown
SpaceX — NYSE: SPCE2
The largest IPO in history by market cap. Roadshow June 8-10. Pricing June 11. Trading begins June 12.
16Days
08Hours
24Minutes
11Seconds
Valuation: $1.75T 2025 Revenue: $15.4B (+42% YoY) Starlink subscribers: 8.2M Lock-up expiry: December 12, 2026
IPO Pipeline 2026
CompanyTickerSectorEst. ValuationExpected DateStatusPDB Play
SpaceX SPCE2 Space / Defense $1.75T June 11, 2026 ROADSHOW DXYZ, RKLB, RDW
Stripe STRP Fintech $90B Q3 2026 FILED S-1 Fintech ETF
Databricks DBX2 AI / Data $62B Q4 2026 RUMORED AI ETFs
Klarna KLAR BNPL / Fintech $15B Q3 2026 FILED S-1 Direct play
xAI (Grok) XAI AI / Tech $50B 2027 (TBD) SPECULATIVE X Corp exposure
What is a PDUFA date? The Prescription Drug User Fee Act (PDUFA) date is the FDA deadline to approve or reject a new drug application. These are binary events — approval can double a stock, rejection can cut it in half. Our FDA scanner bot monitors these in real time.
Upcoming PDUFA Dates Next 90 Days
TickerCompanyDrugIndicationPDUFA DateDaysConsensusEst. Move
SMMT Summit Therapeutics Ivonescimab NSCLC 1L Jun 12 16d LIKELY APPROVE ±60%
VKTX Viking Therapeutics VK2809 NASH Jul 26 60d MIXED ±45%
MRNA Moderna mRNA-4157 Melanoma adjuvant Aug 4 69d LIKELY APPROVE ±25%
RGEN Repligen Corp RGN-259 Dry Eye Disease Aug 18 83d UNCERTAIN ±35%
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