Calendar

Carnival's demand and booking backdrop is excellent, but this is exactly the kind of setup where strong business momentum may already be understood: Zacks showed a negative ESP and management's Q2 adjusted EPS guide sat below consensus because fuel costs were overwhelming otherwise strong demand.

Fervo has an attractive secular story, but the checked pre-event sources mainly confirmed the date and did not deliver a credible paired upcoming EPS and revenue consensus set, so it fails the screen's reliability requirement.

Sunbelt's underlying rental business looked fundamentally okay, but accessible pre-event sources did not provide a credible paired consensus EPS and consensus revenue package, so it cannot qualify under the screen rules despite a confirmed earnings date and acceptable operating backdrop.

Korn Ferry was rejected because the checked third-party source showed it had already reported on June 17, 2026, conflicting with the supplied universe date of June 23, 2026; once the event is already past, the pre-event setup cannot be reliably underwritten inside this window.

FedEx has a plausible upside-surprise setup because the company already posted a strong prior quarter, raised FY26 outlook, and previews call for nearly 9% revenue growth while the stock has outperformed transportation peers; the setup stays speculative because accessible volume was below average and the close-location signal was only middling.

Cerebras may have strong narrative momentum, but accessible pre-event sources did not provide a credible paired consensus EPS and revenue package, and public financial data availability was poor, so the name cannot clear the screen's minimum reliability bar.

General Mills lacked the surprise-screen ingredients: accessible sources showed a prior miss, soft category growth expectations, and even an earnings-date mismatch check versus the supplied universe, making the setup too noisy to underwrite as a positive pre-print surprise.

KB Home did not fit the upside-surprise template because accessible previews pointed to sharply lower revenue, unchanged consensus, and no verified positive tape or volume signal.

Paychex has a stable business and prior beat history, but the stock's accessible tape was weak-to-mixed and no strong fresh revision or volume signal was verified ahead of earnings.

McCormick's setup looked steady rather than asymmetric: modest growth, no clearly positive revision signal, and no verified volume or close-location confirmation kept it well below the screen threshold.

NOVAGOLD is not suitable for this screen because checked public materials did not provide a credible current-quarter revenue consensus and the company remains a project-development story rather than a normal operating earnings setup. That makes surprise probability hard to measure using the rules required here.

Micron has the cleanest pre-print fundamental setup in the window: Zacks flagged a positive ESP, revenue expectations are still rising into a company-described record quarter, and management is explicitly tying demand to HBM and AI memory strength; the only notable blemish is that recent equity volume looks elevated but not clearly above the 1.5x hurdle.

Nike remained a turnaround story rather than a clean upside-surprise setup: accessible previews showed modest EPS expectations, recent stock and sector checks were not decisively strong, and no positive revision or strong tape/volume confirmation was verified.

Jefferies has a decent revenue-growth setup into earnings, but the checked preview set did not show a clean positive ESP/revision signal and accessible tape confirmation was too thin to elevate it above a near miss.

H.B. Fuller showed some earnings resilience, but accessible sources did not verify a strong revenue-upside or tape/volume signal, leaving it below threshold.

Darden has a decent beat-setup signal and solid operating momentum from Q3 same-store sales, but the accessible tape package was too thin to verify a strong close-location or volume-accumulation confirmation, so it stays a near miss rather than a qualified pre-earnings long.

TD SYNNEX looks like a classic estimate-and-tape near miss: estimate revisions moved higher, management posted record Q1 results with constructive Q2 guidance, and the stock has materially outperformed the tech sector into earnings, but accessible tape checks did not show the desired volume surge and the public preview set is thinner than Micron's.

Acuity has respectable operating momentum, especially in AIS, but the accessible pre-event package did not show a strong fresh revision/ESP signal or tape confirmation, so it remains a watch item rather than a qualified surprise setup.

Commercial Metals has improving earnings-growth optics and a clean balance-sheet profile, but the accessible pre-print evidence set lacked a strong revision/ESP confirmation and offered weak tape visibility, leaving it just below the speculative threshold.

Low-coverage, high-idiosyncrasy biotech setup. I could not retrieve a June 1, 2026 earnings release or transcript from the primary-source packet, so the post-print surprise/revision layer remains unavailable; the report therefore leans on the latest 10-K and 8-K and stays a cautious monitoring view with downside bias despite long-dated AVERSA optionality.

Primary-source earnings evidence is clear, but forward visibility is still limited because the quarter mixed modest top-line growth with margin pressure and weather distortion. Market reaction was initially sharp on June 2, then partially recovered by the June 3 close at $39.56 (+5.24%), so the print looks more like a noisy rerating than a thesis-changing beat. No analyst target/revision signal was available in the packet, and social/options/employee signals were not populated, so confidence should remain moderate.

The tape is constructive but not euphoric: the company beat and raised on AI-security demand, Reuters reported shares up 7.4% in extended trading, and the release itself supports the long-term thesis, but T+1 analyst revisions are not yet visible and the packet's target set remains materially below spot. Treat this as a monitoring view rather than a clean breakout call.

Post-earnings coverage was constructive, with headlines saying shares rose after results topped expectations, but the packet does not provide a quantified intraday move or a full analyst revision wave. The company-source evidence is strong, yet forward visibility is still limited to management's narrowed guide and backlog commentary, so this remains a monitoring-style bullish setup rather than a high-conviction rerate call.

Headline tone is clearly positive after the June 2 release: the company reported a beat, raised its FY27 adjusted EPS midpoint, and the same-day news flow described shares climbing on the stronger print. This is still a monitoring-style update because analyst revision data, option positioning, and short-interest context were not provided in the packet, so the rerating case is not fully confirmed yet [#SEC-8K-2026-06-02].

This is a constructive T1 earnings follow-up: the company source shows a clean Q4/FY25 beat and a FY26 outlook that still supports growth, but the packet does not yet confirm a durable post-print price reaction or a meaningful analyst-revision wave. With consensus target only a little above spot, upside looks more execution-dependent than valuation-driven. Social, options, short-interest, and employee-sentiment data were not available in the packet, so those sentiment fields are neutral placeholders rather than evidence.