Wednesday's sheet, scoreboard first. Three names reported in the window; only one of them moved the market.
The scoreboard
| Company | Result vs consensus | Stock reaction |
|---|---|---|
| CoreWeave (CRWV) | Beat — revenue $3.66B vs $3.54B expected; adjusted loss $1.00 vs $1.16 expected | +26.5% Wednesday at midday |
| Petrobras (PBR) | Mixed — revenue beat, profit and payout missed | −1.3% Wednesday at midday |
| CGI (GIB) | In line — EPS $1.65 vs $1.64 expected (U.S. dollars) | −1.7% Wednesday at midday |
CoreWeave (CRWV) — the beat was real, and so is the bill
CoreWeave reported Tuesday after the close: revenue of $3.66 billion, up 168% year over year, ahead of the $3.54 billion consensus and above the top of its own $3.45–$3.60 billion guide. The adjusted loss of $1.00 a share beat the $1.16 loss expected (Zacks), adjusted operating income of $379 million cleared the company's $200–$260 million guide, and adjusted EBITDA hit $2.26 billion. The revenue backlog jumped to $132.5 billion, and management raised full-year 2026 revenue guidance to $13.0–$13.3 billion.
The other side of the sheet did not go away: the GAAP net loss widened to $709 million from $110 million a year ago, interest expense hit $846 million in the quarter (up from $310 million), fourth-quarter interest is guided at $1.05–$1.15 billion, and full-year capex guidance is now $37–$39 billion. The stock had hit a 52-week low of $40.58 on November 5; on Wednesday it was up 26.5% at midday near $61.66, off Tuesday's $48.73 close. Traders decided the growth is outrunning the interest bill for now — the guide raise, not the loss, is what they bought. Official earnings page
CoreWeave daily closes, last ~90 days — down 31.8% over the window even after Wednesday's post-print jump at the right edge. Data: Yahoo Finance, checked November 11, 2026.
Petrobras (PBR) — record barrels, missed profit, short payout
Petrobras reported Tuesday after the close with record production of 3.512 million barrels of oil equivalent per day, up 11.7%, and sales revenue of R$169.3 billion, up 32.4% (about $32.9 billion — ahead of the Street). The misses were underneath: net income of R$39.8 billion, up 21.5%, came in below the roughly R$46.6 billion expected, adjusted EBITDA of R$85.8 billion missed the R$95.6 billion consensus, and earnings worked out to about $1.20 a share vs roughly $1.32 expected. The number dividend holders actually watch also came up short: $2.7 billion in approved payouts (R$15.3 billion) vs a $3.8 billion average estimate, while the 2026 capex forecast was raised to $24–$25.5 billion from $19.4 billion. Management did raise the 2026 output forecast to 3.3–3.4 million barrels a day. The ADSs were down 1.3% Wednesday at midday near $18.05 — record volumes, but more of the cash is staying in the ground than holders were promised. Official earnings release
Petrobras daily closes, last ~90 days — up 0.6% over the window; Wednesday's dip at the right edge is the post-print session. Data: Yahoo Finance, checked November 11, 2026.
CGI (GIB) — a penny ahead, a dividend raise, no reward
CGI reported fiscal fourth-quarter results before the open, in Canadian dollars: revenue of C$4.15 billion, up 3.3%, adjusted diluted EPS of C$2.31, up 8.5%, and GAAP diluted EPS of C$2.24, up 30.2%, on net earnings of C$460.7 million. Bookings were C$4.53 billion for a 109% book-to-bill, full-year revenue reached C$16.57 billion, and the board raised the quarterly dividend 8.8% to C$0.185 a share. In U.S.-dollar terms the quarter printed $1.65 a share vs $1.64 expected (MarketBeat) — a clean, quiet, in-line quarter. The stock was down 1.7% at midday near $81.10: nothing in the print was wrong, and nothing in it was new. Official earnings page
On deck
Franco-Nevada (FNV) — tonight, after the close
Consensus: EPS $1.77, revenue $568M (estimates, Zacks / MarketBeat) — EPS up about 24% from $1.43 a year ago. The print will be judged on gold equivalent ounces against a 2026 outlook management steered toward the upper half of 510,000–570,000 ounces, plus any update on Cobre Panama ounces and whether deal flow picked up from a quiet second quarter. Official earnings page
Nebius (NBIS) — tomorrow, November 12, before the open
Consensus: a loss of $0.61 a share, revenue $917M (estimates, Zacks) — revenue up roughly 528% year over year and 57% sequentially. The print will be judged on annualized run-rate revenue against the $7–$9 billion year-end target: hitting the full-year $3.0–$3.4 billion revenue guide from here needs a fourth quarter of $1.1–$1.5 billion, so tomorrow's capacity update matters more than the EPS line. The stock was already up 18.7% Wednesday at midday near $159, riding CoreWeave's print — expectations are being set tonight, not tomorrow. Official earnings page
Nebius daily closes, last ~90 days — down 17.7% over the window; the spike at the right edge is Wednesday's sympathy move ahead of tomorrow's print. Data: Yahoo Finance, checked November 11, 2026.
Brookfield (BN) — tomorrow, November 12, before the open
Consensus: EPS $0.72 (estimate, FI Handbook), with results due around 7:00 a.m. ET. Brookfield is judged on distributable earnings before realizations and on fee-bearing capital growth in asset management — the two lines that drive the dividend and the buyback — not on GAAP net income, which swings with valuations. Official earnings page
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Sources: company earnings releases and investor-relations pages linked above (CoreWeave third-quarter 2026 release via Form 8-K, November 10, 2026; Petrobras third-quarter 2026 financial performance report via its official news agency; CGI fiscal fourth-quarter and Fiscal 2026 release, November 11, 2026); consensus estimates per Zacks (CoreWeave, Franco-Nevada, Nebius), MarketBeat (CGI U.S.-dollar EPS, Franco-Nevada revenue), AInvest and Reuters via TradingView / Bloomberg estimates (Petrobras profit, EBITDA and payout comparisons), and FI Handbook (Brookfield); stock reactions per Finnhub market data, midday Wednesday, November 11, 2026. Consensus figures are estimates. Checked November 11, 2026. Not financial advice.
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