Earnings: What's Trending on Wall Street Twitter — Monday, March 23, 2026

Earnings trending on financial Twitter today. Key themes, sentiment analysis, and real fundamental data for tickers mentioned by top market voices. Updated Mond

Monday, March 23, 2026 — Here's what's trending in the earnings space today, based on the most engaging discussions across financial Twitter/X.

Tickers mentioned: SOFI (SoFi Technologies, Inc. Common Stock), PYPL (PayPal Holdings), META (Meta Platforms Inc.), GOOG (Alphabet (Class C)), AMZN (Amazon.com Inc), WHR (Whirlpool Corp.), V (Visa Inc. Class A), AAPL (Apple Inc), NVDA (NVIDIA Corporation), WMT (Walmart)

Key Highlights

  • Robby Starbuck (@robbystarbuck): "@actingliketommy We’ve done this before, some institutional investors are trying to prop it up as they’ve done with other stocks. Then earnings hit or the slowdown report hits and stock tanks again. Also, they’re still down for the week by a lot. We’ll win just like we have with every other" (656 likes)
  • Za (@ZaStocks): "Past few days: $MU had arguably the greatest earnings report we’ve seen in years. $NVDA projected $1T in revenue by the end of 2027 while providing very bullish commentary. Market didn’t care. Something to be cognizant of in the days and weeks ahead, is good news good enough?" (548 likes)
  • JoeLange (@JoeLang51440671): "SILVER update: The NASDAQ continues to slide and take crypto with it. Earnings season hasn’t been good for tech stocks and it has stalled the overall stock market. But there is a sector of the stock market that is going to report incredible earnings and will continue to do so" (236 likes)
  • Jeremy Lefebvre (@HolySmokas): "STOCKS I own that report this week‼️😳 $SOFI $PYPL $META $GOOG $AMZN Stocks I do NOT own but will be keeping my eyes on $WHR $V $AAPL What stock are you most excited for earnings this week?" (252 likes)
  • Alex Krüger (@krugermacro): "Funny how markets work isn't it. All the stocks that got obliterated on Monday on the Citrini "report" are up again today, AI stocks are getting pummeled after Nvidia's excellent earnings last night, while Jane Street decided to show Bitcoin Twitter the middle finger and sell BTC" (223 likes)

Market Sentiment

Based on 8 top tweets analyzed, the earnings discussion generated 2,457 likes and 188 retweets, indicating significant market interest in this topic today.

Notable Discussions

"@actingliketommy We’ve done this before, some institutional investors are trying to prop it up as they’ve done with other stocks. Then earnings hit or the slowdown report hits and stock tanks again. Also, they’re still down for the week by a lot. We’ll win just like we have with every other"

Robby Starbuck (@robbystarbuck) · 656 likes · 46 retweets

"Past few days: $MU had arguably the greatest earnings report we’ve seen in years. $NVDA projected $1T in revenue by the end of 2027 while providing very bullish commentary. Market didn’t care. Something to be cognizant of in the days and weeks ahead, is good news good enough?"

Za (@ZaStocks) · 548 likes · 26 retweets

"SILVER update: The NASDAQ continues to slide and take crypto with it. Earnings season hasn’t been good for tech stocks and it has stalled the overall stock market. But there is a sector of the stock market that is going to report incredible earnings and will continue to do so"

JoeLange (@JoeLang51440671) · 236 likes · 51 retweets

Fundamental Snapshot

TickerCompanySectorMarket CapP/EDiv Yield
AAPLApple IncInformation Technology$3.9T33.50.39%
AMZNAmazon.com IncConsumer Discretionary$2.2T29.1
GOOGAlphabet (Class C)Communication Services$3.7T28.10.00%
METAMeta Platforms Inc.Communication Services$1.7T27.90.32%
NVDANVIDIA CorporationInformation Technology$4.4T37.20.02%
PYPLPayPal HoldingsFinancials$42.7B
SOFISoFi Technologies, Inc. Common Stock$23.7B
VVisa Inc. Class AFinancials$618.0B30.10.79%
WHRWhirlpool Corp.$3.8B
WMTWalmartConsumer Staples$1.0T47.00.01%

Recent Earnings Performance

Here's how the trending names performed against Wall Street's EPS estimates over the last few quarters:

Apple Inc (AAPL) — Recent EPS

QuarterActual EPSEstimated EPSSurprise %
2026Q2$1.88

Amazon.com Inc (AMZN) — Recent EPS

QuarterActual EPSEstimated EPSSurprise %
2026Q2$1.69

Alphabet (Class C) (GOOG) — Recent EPS

QuarterActual EPSEstimated EPSSurprise %
2026Q2$2.76

Meta Platforms Inc. (META) — Recent EPS

QuarterActual EPSEstimated EPSSurprise %
2026Q2$6.67

NVIDIA Corporation (NVDA) — Recent EPS

QuarterActual EPSEstimated EPSSurprise %
2026Q2$1.77

PayPal Holdings (PYPL) — Recent EPS

QuarterActual EPSEstimated EPSSurprise %
2026Q2$1.29

SoFi Technologies, Inc. Common Stock (SOFI) — Recent EPS

QuarterActual EPSEstimated EPSSurprise %
2026Q2$0.12

Visa Inc. Class A (V) — Recent EPS

QuarterActual EPSEstimated EPSSurprise %
2026Q2$3.09

Whirlpool Corp. (WHR) — Recent EPS

QuarterActual EPSEstimated EPSSurprise %
2026Q2$0.72

Information Technology Sector Comparison

Multiple trending stocks operate in the Information Technology sector. Here's how they compare on key valuation metrics:

TickerCompanyMarket CapP/E RatioDiv Yield
NVDANVIDIA Corporation$4.4T37.20.02%
AAPLApple Inc$3.9T33.50.39%

Communication Services Sector Comparison

Multiple trending stocks operate in the Communication Services sector. Here's how they compare on key valuation metrics:

TickerCompanyMarket CapP/E RatioDiv Yield
GOOGAlphabet (Class C)$3.7T28.10.00%
METAMeta Platforms Inc.$1.7T27.90.32%

Financials Sector Comparison

Multiple trending stocks operate in the Financials sector. Here's how they compare on key valuation metrics:

TickerCompanyMarket CapP/E RatioDiv Yield
VVisa Inc. Class A$618.0B30.10.79%
PYPLPayPal Holdings$42.7B

Other Sector Comparison

Multiple trending stocks operate in the Other sector. Here's how they compare on key valuation metrics:

TickerCompanyMarket CapP/E RatioDiv Yield
SOFISoFi Technologies, Inc. Common Stock$23.7B
WHRWhirlpool Corp.$3.8B

What to Watch

Traders and investors should keep an eye on $SOFI, $PYPL, $META, $GOOG, $AMZN and related names as these themes develop. Check our earnings calendar for upcoming reports and stock screener to find opportunities in these sectors.

Data sourced from X/Twitter via 6551.io API and StockData.Tools database. This is an automated market summary — not financial advice. Always do your own research.

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