Sensors, snoopers and superheroes are among our areas of focus next week. Cybersecurity firm CrowdStrike (NASDAQ:CRWD) has had its ups and downs over the last year but it remains one of the most closely watched, and highest rated, cybersecurity stocks around.
CrowdStrike reports after-hours Wednesday, 3 June, just a day after Palo Alto Networks (NASDAQ:PANW) reports, so a busy week for the cybersec space. 3 JUne will also see quaterlies from Broadcom (NASDAQ:AVGO), one of the real AI infrastructure winners so far – AVGO stock +23% YTD.
Elsewhere, we’ll hear from America’s biggest specialist beauty retailer Ulta Beauty (NASDAQ:ULTA), a stock that has built a firm following among UK retail investors.
On this side of the pond, electronics industrial DiscoverIE (LON:DSCV) reports 3 June, alongside telco billing software play Cerillion (LON:CER), Oxford Nanopore (LON:ONT) and Raspberry Pi (LON:RPI) as reporting stocks closely watched by UK retail investors.
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CrowdStrike (NASDAQ:CRWD)
Upcoming results from CrowdStrike (NASDAQ:CRWD) will be closely watched by UK retail investors as the cybersecurity leader remains one of the market’s highest-valued AI-linked software stocks. Analysts currently expect quarterly earnings per share of roughly $1.07, up around 47% year-on-year, alongside continued revenue growth above 20%.
The key focus will be annual recurring revenue (ARR), customer retention and demand for AI-powered cybersecurity tools. CrowdStrike has increasingly positioned itself as both a beneficiary and enabler of enterprise AI adoption, with management highlighting strong demand for securing AI workloads and cloud infrastructure. Recent quarters showed accelerating ARR growth and expanding adoption of its Falcon Flex platform.
CrowdStrike forecasts
| Q1 2026 | Q1 2027e | YoY Growth | Q2 2027e | |
| Revenue ($bn) | 1.10 | 1.36 | 24% | 1.43 |
| EPS ($) | 0.73 | 1.07 | 47% | 1.16 |
Source: Koyfin consensus
For valuation, expectations already look extremely high. The stock has rallied strongly in 2026 and trades at premium earnings multiples compared with most software peers. That means even a solid earnings beat may not guarantee a sustained rally unless guidance is upgraded materially.
A strong report with raised forecasts could reinforce the narrative that CrowdStrike is becoming a long-term AI cybersecurity platform winner, potentially supporting further upside. However, any slowdown in subscription growth, weaker guidance or margin pressure could trigger volatility, especially after recent weakness across cybersecurity stocks following disappointing sector guidance elsewhere.t
DiscoverIE (LON:DSCV)
Sensors and controls firm DiscoverIE (LON:DSCV) reports earnings for the FY to March 2026 on Wednesday 3 June. Sales are expected to rise 4.6% to £442 million, adjusted pre-tax profit is seen up 3.8% to £52 million and EPS are seen up 3.3% to 40p.
To us, these forecasts look light as the firm said trading had accelerated in Q4 with ‘all operating units exepriencing a strong sequential increase in demand’.
This was reflected in sales and orders, with ‘a strong pick-up’ in Magnetics & Controls driven by big industrial and medical customers. Sensing & Connectivity also made ‘encouraging’ progress thanks to orders from the industrial, wireless and security sectors.
Sales in Q4 were up 6%, while orders were up 16% with customers increasing both short-term demand and extending contracts. That suggests to us FY27 foreacsts are also too low and need to be raised.
Added to this organic momentum, the firm has made several acquisitions which have yet to contribute fully. It also acquired US specialist manufacturer 3Gmetalworx this month for $67 million, increasing its North American presence and customer base.
DiscoverIE forecasts
| FY 2026e | FY 2027e | |
| Revenue (£m) | 442.5 | 471.7 |
| Adj pre-tax profit (£m) | 52 | 57.3 |
| Asj earnings per share (p) | 40 | 43.2 |
Source: company compiled consensus as of 26 May 2026
Ulta Beauty (NASDAQ:ULTA)
Given its impressive track record of topping Wall Street estimates, investors will be counting on cosmetics seller Ulta Beauty (NASDAQ:ULTA) to deliver forecast-beating Q1 earnings after the market close on 2 June.
America’s biggest specialist beauty retailer finished FY25 with momentum at its heels, delivering strong Q4 sales amid continued market share gains. For Q1, Wall Street expects earnings of $6.87 per share for year-on-year growth of 2.5% on revenue of $3.1 billion.
Illinois-headquartered Ulta, which sells fragrances, skin and hair care products as well as salon services, will need to allay investor concerns over rising costs and tougher competition. The print will also allow investors to take the temperature of a more cautious US consumer.
Bulls will be hoping Ulta sticks to its FY26 outlook for comparable sales growth in the 2.5% to 3.5% range and earnings of $28.05 to $28.55. There will be interest in the expansion of Space NK, the British luxury beauty retailer acquired last year.
Analysts will also be sizing up the sales potential from Ulta Beauty’s recently-announced partnership with DC Studios’ Supergirl movie. The summer-long campaign features actress Milly Alcock, starring in the dual role of Supergirl/Kara Zor-El, and ‘celebrates the film’s central message of self-discovery and personal empowerment’. Ulta should benefit from a tie-up that involves a promotional campaign on social media as well as immersive in-store experiences at select Ulta Beauty stores.
Ulta Beauty forecasts
| Q1 2025 | Q1 2026e | |
| Revenue ($bn) | 2.9 | 3.1 |
| EPS ($) | 6.70 | 6.87 |
Source: Investing.com
