Several major S&P 500 companies are reporting earnings this week, including Oracle, Adobe, Dick’s Sporting Goods and Dollar General.

Earnings season has a way of moving stocks fast. A single report can send shares surging… or wipe out months of gains in a matter of hours.

That’s why each week we scan the upcoming earnings calendar to identify the companies most likely to investor attention due to their size, brand recognition, or recent market activity.

Below is a table highlighting some of the most notable companies reporting earnings this week (March 9-13).

Stocks Reporting Earnings This Week

Ticker Company Report Date Time Est. EPS Est. Revenue
HPE Hewlett Packard Enterprise Mon Mar 9 After Close $0.55 $9.3B
MTN Vail Resorts Mon Mar 9 After Close $6.12 $1.1B
ZIM ZIM Integrated Shipping Mon Mar 9 Pre-Market -$1.00 $1.5B
KFY Korn Ferry Mon Mar 9 Pre-Market $1.23 $691.9M
ORCL Oracle Tue Mar 10 After Close $1.56 $16.9B
NIO NIO Inc. Tue Mar 10 Pre-Market -$0.05 $4.6B
KSS Kohl’s Tue Mar 10 Pre-Market $0.85 $5.1B
BNTX BioNTech Tue Mar 10 Pre-Market -$0.52 $881.2M
FNV Franco-Nevada Tue Mar 10 After Close $1.67 $532.8M
CPB Campbell Soup Wed Mar 11 Pre-Market $0.57 $2.6B
PATH UiPath Wed Mar 11 After Close $0.20 $464.8M
BMBL Bumble Wed Mar 11 After Close $0.24 $221.5M
DG Dollar General Thu Mar 12 Pre-Market $1.61 $10.8B
DKS Dick’s Sporting Goods Thu Mar 12 Pre-Market $3.15 $6.1B
ADBE Adobe Thu Mar 12 After Close $5.46 $6.3B
ULTA Ulta Beauty Thu Mar 12 After Close $7.98 $3.8B
LEN Lennar Thu Mar 12 After Close $0.95 $6.9B
WPM Wheaton Precious Metals Thu Mar 12 After Close $1.01 $699.7M
OLLI Ollie’s Bargain Outlet Thu Mar 12 Pre-Market $1.40 $783.5M
RBRK Rubrik Thu Mar 12 After Close -$0.28 $342.3M

If needed, swipe or scroll sideways to view the full table.

The earnings calendar only tells part of the story. To understand how the market may be positioning ahead of these reports, it helps to look beneath the surface — at options flow, institutional buying and selling, insider transactions, and analyst sentiment.

Together, these signals can offer valuable clues about where the “smart money” sees opportunity.

One Name Stands Out as the Clearest Bullish Setup for the Week

Most of the setups this week show mixed signals, conflicting opinions, or outright caution. But one name stands out for having the clearest bullish alignment across multiple data points: Dick’s Sporting Goods (DKS).

This Dividend Contender is the one stock where nearly every signal points in the same direction.

Ticker Company Options Institutions Insiders Analysts Setup
DKS Dick’s Sporting Goods 🟢 Bullish Calls 🟢 New Positions None 🟢 Buy Bullish Alignment
DG Dollar General 🔴 Bearish Puts 🔴 Large Selling ⚪ None 🟢 Bullish Major Divergence
ORCL Oracle ⚪ Mixed ⚪ Institutional Battle 🔴 Selling 🟢 Bullish High Volatility
ADBE Adobe ⚪ Mixed 🟢 Buying ⚪ Neutral 🔴 Downgrades Cautious Setup
HPE Hewlett Packard Enterprise 🔴 Bearish 🔴 Heavy Selling ⚪ Neutral ⚪ Mixed Bearish Tone
CPB Campbell Soup ⚪ Quiet ⚪ Neutral 🔴 Family Selling ⚪ Holds Weak Sentiment

If needed, swipe or scroll sideways to view the full table.

Recent Options Activity

Options activity in Dick’s Sporting Goods has been relatively modest over the past month, which is somewhat unusual for a company of this size heading into earnings. Only seven notable trades appeared over the past 30 days.

Still, a few contracts stand out and help illustrate how traders are positioning ahead of Thursday’s report.

Date Contract Premium Sentiment Notes
Mar 4 Jan 2028 $200 CALL $94.0K 🟢 Bullish Bought at ask — long-dated conviction bet
Mar 4 Mar 2026 $230 CALL $58.8K 🟢 Bullish Sweep at ask — aggressive near-term upside bet
Mar 6 Jan 2028 $220 CALL $76.6K ⚪ Neutral Midpoint trade — long-dated positioning
Mar 6 Jan 2028 $240 CALL $60.0K ⚪ Neutral Bid sweep — large open-interest expansion
Mar 5 Jan 2028 $240 CALL $65.8K ⚪ Neutral Bid trade — long-dated positioning
Mar 4 Mar 2026 $220 CALL $37.3K ⚪ Neutral Near-term trade at bid
Mar 5 Sep 2026 $200 PUT $25.5K 🔴 Bearish Possible hedge near $200 price level

If needed, swipe or scroll sideways to view the full table.

One trade in particular looks interesting…

On March 4, when DKS was trading around $201.51, an aggressive buyer executed a sweep order on the March 20, 2026 $230 call options. A sweep order means the buyer was willing to pay up to get filled immediately, hitting multiple exchanges at once rather than waiting for sellers. In options trading, that often signals urgency and directional conviction. The structure strongly suggests the buyer is targeting the upcoming earnings report.

For this trade to be profitable at expiration, DKS would likely need to trade above roughly $231-$232. That would require a move of about 17% from the current price in less than two weeks.

This type of short-dated, far-out-of-the-money call is sometimes referred to as an “earnings lottery ticket”— a high-risk, high-conviction bet on a big upside surprise.  Historically, DKS has delivered some large post-earnings moves — including gains of roughly 15-16% following two of its biggest earnings beats. From the current price near $197, a move of that magnitude would bring the stock close to the $230 strike.

Options traders aren’t the only ones paying attention to DKS ahead of earnings. Hedge funds have also been quietly building positions in recent weeks…

Recent Hedge Fund Buying

Fund Date Filed Shares Bought Dollar Amount Price Per Share
Darsana Capital Feb 17, 2026 500,000 $99.0M $198.00
STEADFAST Capital Feb 17, 2026 290,900 $57.6M $198.01
Maverick Capital Feb 13, 2026 301,200 $59.6M $197.88

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The institutional activity surrounding DKS in recent weeks has been particularly noteworthy. Notably, all three of the purchases in the table above were brand-new positions, not additions to existing holdings.

That’s an important detail. When hedge funds initiate new positions rather than simply adding to existing ones, it typically signals a fresh investment thesis rather than routine portfolio rebalancing.

In this case, the timing is also striking. All three positions were disclosed in mid-February filings, suggesting the purchases were made in the weeks leading up to the company’s upcoming earnings report.

Together, these funds committed roughly $215 million to the stock — a meaningful amount of new capital entering the name at roughly the same price level.

With DKS closing Friday at $197.25, those funds are essentially sitting right around breakeven heading into this week’s earnings report. That raises the stakes on Thursday’s results: if the company delivers a strong quarter, these new institutional buyers could quickly find themselves sitting on significant gains.

Hedge funds aren’t the only group showing confidence in the stock. Wall Street analysts remain broadly constructive as well…

Recent Analyst Ratings and Price Targets

Analyst Rating Price Target Potential Upside
Morgan Stanley 🟢 Buy $260 +31.8%
Telsey Advisory Group 🟢 Buy $245 +24.2%
D.A. Davidson 🟢 Buy $245 +24.2%
Barclays 🟢 Buy $242 +22.7%
Wells Fargo ⚪ Hold $225 +14.1%
TD Cowen ⚪ Hold $226 +14.6%

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Across these six recent targets, the consensus price target sits around $240.50 versus the current share price near $197, implying roughly 22% upside if the company delivers a strong quarter.

In other words, analysts generally believe the stock has room to move higher — particularly if Dick’s Sporting Goods can deliver another solid earnings report and reinforce its growth outlook.

The Takeaway

Earnings season often creates some of the biggest stock moves of the quarter. This week’s earnings calendar includes plenty of recognizable names, but Dick’s Sporting Goods stands out as having the clearest bullish alignment heading into its report. When options traders, hedge funds, and analysts all lean in the same direction, it’s worth paying attention. That combination — calendar catalyst plus aligned signals — is exactly the type of setup we like to keep an eye on.

Good investing!
Greg Patrick

Please note: This briefing is based on publicly available data including 13F institutional filings, options flow, insider transactions, and analyst ratings. It’s intended for informational purposes only and does not constitute investment advice. Past smart money positioning does not guarantee future price performance.