Earnings week ahead: FDX, BABA, XPEV, MU, GIS, DOCU, OKLO, ACN, and more

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Wall Street has entered a quieter phase of the earnings calendar, but the macro environment is shouting. While the earnings calendar has thinned out, the upcoming week still brings key reports from a diverse set of companies across various sectors: semiconductors, cloud services, retail, logistics, and clean energy, offering investors fresh insights into global demand trends and corporate spending.

Chipmaker Micron Technology (MU [https://seekingalpha.com/symbol/MU]) will be closely watched for signals on memory demand and the AI-driven data center cycle.

In Asia, results from Alibaba Group Holding Limited (BABA [https://seekingalpha.com/symbol/BABA]) and Tencent Holdings Limited (TCEHY [https://seekingalpha.com/symbol/TCEHY]) could provide a read on China’s internet and e-commerce landscape, while EV maker XPeng (XPEV [https://seekingalpha.com/symbol/XPEV]) will offer insight into competition within China’s fast-growing electric vehicle market.

Enterprise and professional services companies will also be in focus, including Accenture (ACN [https://seekingalpha.com/symbol/ACN]) and Docusign (DOCU [https://seekingalpha.com/symbol/DOCU]), which may shed light on corporate technology spending and digital transformation trends.

On the consumer side, retailers and brands such as lululemon athletica (LULU [https://seekingalpha.com/symbol/LULU]), Macy's (M [https://seekingalpha.com/symbol/M]), and Dollar Tree (DLTR [https://seekingalpha.com/symbol/DLTR]) are expected to provide clues on discretionary spending and value-oriented shopping behavior, while packaged food giant General Mills (GIS [https://seekingalpha.com/symbol/GIS]) will offer perspective on staples demand and pricing trends.

Logistics and transportation demand will be highlighted by results from FedEx (FDX [https://seekingalpha.com/symbol/FDX]), often viewed as a barometer for global trade and economic activity.

Meanwhile, clean energy and emerging technology names, including Canadian Solar (CSIQ [https://seekingalpha.com/symbol/CSIQ]), Oklo (OKLO [https://seekingalpha.com/symbol/OKLO]), Red Cat Holdings (RCAT [https://seekingalpha.com/symbol/RCAT]), and satellite imaging company Planet Labs PBC (PL [https://seekingalpha.com/symbol/PL]), will round out a diverse reporting calendar.

With companies spanning technology, consumer goods, logistics, and energy, the week’s results could provide investors with a broad snapshot of economic momentum and sector-specific trends heading into the next quarter.

Below is a rundown of major quarterly updates anticipated in the week of March 16 to March 20:

MONDAY, MARCH 16

Dollar Tree (DLTR [https://seekingalpha.com/symbol/DLTR]) is scheduled to report FQ4 results before the market opens on Monday, with analysts expecting profits to rise more than 10% despite a roughly 34% decline in revenue.

Wall Street analysts maintain a Hold rating on the stock. Meanwhile, Seeking Alpha’s Quant Rating recently downgraded it to Buy [https://seekingalpha.com/symbol/DLTR/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating] from Strong Buy ahead of earnings, citing valuation concerns.

Seeking Alpha author Caffital Research rates the stock Hold [https://seekingalpha.com/article/4880852-dollar-tree-lets-see-how-the-strategy-performs], noting that Dollar Tree is likely to post solid Q4 earnings supported by strong sales momentum and holiday-season assortments. The key focus will be the company’s FY2026 guidance, as strategic initiatives, tariff changes, and a volatile consumer environment create a somewhat uncertain but generally positive outlook. Caffital Research estimates fair value for DLTR at about $134.80 per share.

* Consensus EPS Estimates: $2.53
* Consensus Revenue Estimates: $5.47B
* Earnings Insight: The company has exceeded EPS in 6 of the past 8 quarters and revenue in 5 of those reports.

ALSO REPORTING: Agenus (AGEN [https://seekingalpha.com/symbol/AGEN]), Niu Technologies (NIU [https://seekingalpha.com/symbol/NIU]), WW International (WW [https://seekingalpha.com/symbol/WW]), Assertio Therapeutics (ASRT [https://seekingalpha.com/symbol/ASRT]), KE Holdings (BEKE [https://seekingalpha.com/symbol/BEKE]), Science Applications International (SAIC [https://seekingalpha.com/symbol/SAIC]), Getty Images (GETY [https://seekingalpha.com/symbol/GETY]), and more.

TUESDAY, MARCH 17

DOCUSIGN (DOCU [https://seekingalpha.com/symbol/DOCU])

DocuSign (DOCU [https://seekingalpha.com/symbol/DOCU]) is set to report Q4 earnings after the market closes on Tuesday, with analysts expecting year-over-year growth in both EPS and revenue.

Recently, Needham & Company said DocuSign is testing a new pricing [https://seekingalpha.com/news/4562787-docusign-ponders-new-pricing-for-esignature-pro-tier-needham] and packaging model for its eSignature Professional tier. According to analyst Scott Berg, the company is experimenting with a potential 50% price increase while raising the annual envelope limit from 100 to unlimited. Management confirmed pricing tests are underway but noted that no final decisions have been made. Needham said the impact is difficult to quantify due to limited data, though the initiative could support growth in FY2027 and FY2028. The testing does not involve Docusign’s Intelligent Agreement Management (IAM) platform, its AI-powered system for workflow automation, document analysis, and agreement data integration.

Both Wall Street analysts and Seeking Alpha’s Quant Rating maintain a Hold rating [https://seekingalpha.com/symbol/DOCU/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating], reflecting caution around competition and valuation.

However, Seeking Alpha contributor Brett Ashcroft-Green maintains a Buy [https://seekingalpha.com/article/4880412-docusign-earnings-preview-for-an-anti-bubble-poster-child], arguing that DocuSign's valuation has compressed significantly despite steady revenue growth and improving free cash flow. He also notes that AI disruption concerns may be overstated, as digital agreement infrastructure remains deeply embedded in enterprise software ecosystems.

Ashcroft-Green adds that expanding international adoption and growth in the IAM platform could provide new revenue streams beyond core e-signature services. With a strong balance sheet, net cash position, and high gross margins, DocuSign also has financial flexibility during a slower SaaS growth cycle.

* Consensus EPS Estimates: $0.95
* Consensus Revenue Estimates: $828.22M
* Earnings Insight: The company has consistently outperformed EPS and revenue expectations in the past 8 quarters.

ALSO REPORTING: lululemon athletica (LULU [https://seekingalpha.com/symbol/LULU]), HUYA (HUYA [https://seekingalpha.com/symbol/HUYA]), Tencent Music Entertainment Group (TME [https://seekingalpha.com/symbol/TME]), Ocean Power Technologies (OPTT [https://seekingalpha.com/symbol/OPTT]), Academy Sports and Outdoors (ASO [https://seekingalpha.com/symbol/ASO]), Abeona Therapeutics (ABEO [https://seekingalpha.com/symbol/ABEO]), Qifu Technology (QFIN [https://seekingalpha.com/symbol/QFIN]), IZEA (IZEA [https://seekingalpha.com/symbol/IZEA]), HealthEquity (HQY [https://seekingalpha.com/symbol/HQY]), ZTO Express (ZTO [https://seekingalpha.com/symbol/ZTO]), and more.

WEDNESDAY, MARCH 18

MICRON TECHNOLOGY (MU [https://seekingalpha.com/symbol/MU])

Micron Technology (MU [https://seekingalpha.com/symbol/MU]) is set to release FQ2 results after the closing bell on Wednesday, with analysts expecting profits to surge 452% Y/Y on 138% revenue growth, driven by strong AI-related demand for memory chips, particularly DRAM and high-bandwidth memory (HBM [https://seekingalpha.com/symbol/HBM]).

Ahead of the report, Citigroup reiterated its Buy [https://seekingalpha.com/news/4562317-micron-sees-bullish-views-at-citi-ahead-of-earnings] rating and raised its price target to $430 from $385, citing rising memory prices and robust AI demand. Susquehanna International Group also lifted its target to $525 from $345 while maintaining a positive rating.

Meanwhile, GF Securities expects the memory cycle to remain “robust, [https://seekingalpha.com/news/4562649-micron-likely-to-reiterate-robust-memory-cycle-for-q2-and-beyond-gf-securities]” forecasting DRAM contract prices to jump about 100% in Q1 2026, followed by more than 30% sequential growth in Q2. Analyst Jeff Pu raised his price target to $571, projecting $23B in Q2 revenue with 77% gross margins, and sees Q3 revenue potentially reaching $29B with margins expanding further. Pu also noted Micron has likely secured early HBM4 orders.

Seeking Alpha’s Quant Rating maintains a Strong Buy [https://seekingalpha.com/symbol/MU/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating], broadly aligned with bullish sell-side sentiment.

Seeking Alpha contributor Pythia Research also rates the stock a Strong Buy, pointing to strong fiscal Q1 [https://seekingalpha.com/article/4881453-microns-next-chapter-starts-after-q2] results with $13.6B revenue, 56.8% gross margin, $4.78 EPS, and a record $3.9B in free cash flow. AI-driven demand has tightened supply, with HBM capacity sold out through 2026, while high-value segments such as cloud and data-center memory continue to expand rapidly.

However, Seeking Alpha contributor Deep Value Investing downgraded the stock to Hold [https://seekingalpha.com/article/4879327-micron-technology-stock-samsung-hbm4-memory-chip-downside-catalyst], warning that Samsung Electronics’s HBM4 production ramp could pressure Micron’s market share. After a 215% rally since last summer, the analyst argues Micron may need consistent beat-and-raise quarters to sustain momentum.

* Consensus EPS Estimates: $8.61
* Consensus Revenue Estimates: $19.13B
* Earnings Insight: Micron has beaten EPS and revenue expectations in 8 consecutive quarters.

ALSO REPORTING: Macy's (M [https://seekingalpha.com/symbol/M]), General Mills (GIS [https://seekingalpha.com/symbol/GIS]), Hello Group (MOMO [https://seekingalpha.com/symbol/MOMO]), Weibo Corporation (WB [https://seekingalpha.com/symbol/WB]), Williams-Sonoma (WSM [https://seekingalpha.com/symbol/WSM]), Five Below (FIVE [https://seekingalpha.com/symbol/FIVE]), Jabil (JBL [https://seekingalpha.com/symbol/JBL]), SailPoint (SAIL [https://seekingalpha.com/symbol/SAIL]), Protalix BioTherapeutics (PLX [https://seekingalpha.com/symbol/PLX]), and more.

THURSDAY, MARCH 19

ALIBABA GROUP HOLDING (BABA [https://seekingalpha.com/symbol/BABA])

Alibaba Group Holding Limited (BABA [https://seekingalpha.com/symbol/BABA]) is set to report FQ3 results on Thursday before the market opens, offering a key read on China’s consumer environment and sentiment toward Chinese technology stocks. Analysts expect revenue to rise about 9% Y/Y, while profits are projected to decline roughly 45%, pointing to a mixed near-term outlook.

The company recently launched a dedicated mobile app enabling users to deploy OpenClaw within minutes, highlighting intensifying competition among Chinese tech giants in the emerging agentic AI assistant space.

Morgan Stanley recently named [https://seekingalpha.com/news/4563734-alibaba-named-as-top-pick-at-morgan-stanley-as-firm-calls-it-global-ai-winner] Alibaba its top pick among Chinese tech companies, maintaining an Overweight rating and calling it a potential “global AI winner.”

Wall Street analysts broadly rate the stock as a Strong Buy, while Seeking Alpha’s Quant Rating is more cautious at Hold [https://seekingalpha.com/symbol/BABA/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating].

Seeking Alpha contributor Oakoff Investments maintains a Buy [https://seekingalpha.com/article/4880402-alibabas-q3-earnings-could-trigger-a-rebound-preview], expecting Alibaba to beat conservative Q3 estimates and provide upbeat commentary, supported by cloud growth, improving quick-commerce margins, and strong user retention. The analyst sets a $153.51 price target, implying about 15–16% upside.

However, another contributor, Geneva Investor, rates the stock a Sell [https://seekingalpha.com/article/4880368-alibaba-macro-perspective-on-an-uninvestable-stock], citing Alibaba’s heavy reliance on China’s domestic economy and ongoing macro and geopolitical uncertainties that could weigh on long-term growth.

* Consensus EPS Estimates: $1.59
* Consensus Revenue Estimates: $42.20B
* Earnings Insight: The company has beaten EPS and revenue estimates in 3 of the past 8 quarters.

ALSO REPORTING: FedEx (FDX [https://seekingalpha.com/symbol/FDX]), Accenture (ACN [https://seekingalpha.com/symbol/ACN]), Canadian Solar (CSIQ [https://seekingalpha.com/symbol/CSIQ]), GrowGeneration (GRWG [https://seekingalpha.com/symbol/GRWG]), Darden Restaurants (DRI [https://seekingalpha.com/symbol/DRI]), Signet Jewelers (SIG [https://seekingalpha.com/symbol/SIG]), UP Fintech Holding Limited (TIGR [https://seekingalpha.com/symbol/TIGR]), Arcos Dorados Holdings Inc. (ARCO [https://seekingalpha.com/symbol/ARCO]), Planet Labs PBC (PL [https://seekingalpha.com/symbol/PL]), and more.

FRIDAY, MARCH 20

XPENG (XPEV [https://seekingalpha.com/symbol/XPEV])

XPeng (XPEV [https://seekingalpha.com/symbol/XPEV]) is set to report FQ4 results before the market opens on Friday, with analysts expecting profits to improve by about 96% Y/Y on more than 43% revenue growth.

Recently, Morgan Stanley shared positive remarks [https://seekingalpha.com/news/4562356-xpeng-rallies-after-showing-off-its-new-next-gen-autonomous-driving-model] after testing the company’s VLA 2.0 autonomous driving system in Guangzhou. The next-generation Vision-Language-Action AI model is designed as an end-to-end vision-to-action stack aimed at enabling Level 4-grade autonomous driving and broader embodied AI applications. The technology is expected to roll out on XPeng’s P7, G7, and X9 Ultra models in the second half of the year.

Earlier this month, XPeng reported [https://seekingalpha.com/news/4559074-xpeng-february-deliveries-slide-499-yy-to-15256-units-following-lunar-new-year-global-p7-rollout-begins] February deliveries of 15,256 vehicles, down 49.9% Y/Y and about 23% lower than January’s 20,011 units, highlighting ongoing volatility in monthly sales trends.

Just days ahead of earnings, Seeking Alpha’s Quant Rating upgraded the stock to Buy [https://seekingalpha.com/symbol/XPEV/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating] from Hold, aligning with bullish sell-side sentiment.

Seeking Alpha contributor Michael Ngan also maintains a Buy [https://seekingalpha.com/article/4862203-xpeng-not-just-a-car-company], noting that XPeng’s performance since the second half of 2024 supports its competitive positioning. While domestic EV sales growth may stabilize, the analyst sees additional upside from emerging businesses such as AeroHT, robotaxis, and humanoid robotics, which could add about $7B in enterprise value. Ngan sets a price target of $25.50 for XPEV.

* Consensus EPS Estimates: -$0.01
* Consensus Revenue Estimates: $3.19B
* Earnings Insight: The company has beaten EPS estimates in 7 of the past 8 quarters and revenue estimates in 4 of those reports.

MORE ON RELATED STOCKS:

* Micron Q2 Earnings Preview: Expect Another Monster Quarter [https://seekingalpha.com/article/4882244-micron-q2-earnings-preview-expect-another-monster-quarter]
* Macy's Q4 Preview: High Probability Of An Earnings Beat, Buying The Stock [https://seekingalpha.com/article/4882223-macys-q4-preview-high-probability-earnings-beat-buying-stock]
* Micron: Dirt Cheap Before Earnings [https://seekingalpha.com/article/4882216-micron-dirt-cheap-before-earnings]
* Micron in focus as Wedbush ups price target on stronger-than-expected pricing [https://seekingalpha.com/news/4564254-micron-in-focus-as-wedbush-ups-price-target-on-stronger-than-expected-pricing]
* Alibaba debuts OpenClaw app, intensifying China’s agentic AI race after Baidu’s DuClaw launch [https://seekingalpha.com/news/4564148-alibaba-debuts-openclaw-app-intensifying-chinas-agentic-ai-race-after-baidus-duclaw-launch]