$PENG earnings are tomorrow and both Stifel and Rosenblatt are calling for a beat. Worth being clear on the timeline though: this isn't the inflection quarter — that's Q4 '26 or Q1 '27 — but it should be good enough to keep the narrative moving. The more it runs into the print, the bumpier the reaction could be. Not selling anything. Holding full.
Aggregated and distilled by Two Sentence Traders. Not financial advice.