Claude vs the Street
Every call made on an NDX100 or SPX100 name, scored head-to-head on EPS estimate, post-earnings direction, and magnitude. The Street gets consensus EPS + rating mix; Claude gets an independent analyst estimate + a direction call. Winner = closer to actual.
Claude
7 EPS
· 2 DIR
avg magnitude error +9.0%
· 🎯 2 spot-on
vs
The Street
4 EPS
· 1 DIR
0 EPS ties · 3 DIR ties
Last 10 scored:
? ? ? ? ? C = S = =
(C = Claude · S = Street · = tie)
11calls scored
15names covered
169in universe
Latest scored
$INTC · Intel Corporation 2026-04-23
EPS
actual $0.29
us $0.06 (off $0.23)
Street $0.02 (off $0.27)
Revenue
actual $13.60B
us $12.70B
Street $12.42B
Direction
us
🔴 DOWN
-3.0%
actual
🟢 UP
+21.7%
💡 Sell the news. Fade strength after the AH pop.
Recent calls
-
$VZ Verizon Communications Inc. 2026-04-24EPS Claude $1.24 Street $1.22 Actual ⏳DIR Claude 🟢 UP +1.0% / +1.8% 3d Actual ⏳ awaiting💡 Clean beat-and-maintain telco setup. Long into print, trim into strength above $48.
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$CDNS Cadence Design Systems, Inc. 2026-04-24EPS Claude $1.95 Street $1.91 Actual ⏳DIR Claude 🟢 UP +2.5% / +4.0% 3d Actual ⏳ awaiting💡 Pre-print de-risk + AI-semis read-through. Long into print, add on a clean guide-tighten.
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$INTC Intel Corporation 2026-04-23EPS Claude $0.06 Street $0.02 Actual $0.29DIR Claude 🔴 DOWN -3.0% / -5.0% 3d Actual 🟢 UP +21.7%💡 Sell the news. Fade strength after the AH pop.
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$CMCSA Comcast Corporation 2026-04-23EPS Claude $0.78 Street $0.73 Actual $0.79DIR Claude 🟢 UP +1.5% / +2.5% 3d Actual 🔴 DOWN -12.4%💡 Washed-out beat setup. Long the relief, exit before next quarter's broadband number.
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$CL Colgate-Palmolive Company 2026-04-23EPS Claude $0.96 Street $0.95 Actual ⏳DIR Claude 🟡 FLAT +0.5% / +1.0% 3d Actual ⏳ awaiting💡 Quiet beat, sub-1% pop. Sit it out unless you're a staples-overweight rebalancer.
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$CHTR Charter Communications, Inc. 2026-04-23EPS Claude $9.40 Street $9.97 Actual $9.17DIR Claude 🔴 DOWN -2.5% / -4.0% 3d Actual 🔴 DOWN -26.1%💡 Short the chronic-miss tape. Cover on any mobile blow-out.
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$BKR Baker Hughes Company 2026-04-23EPS Claude $0.51 Street $0.50 Actual $0.58DIR Claude 🟡 FLAT +0.5% / +1.0% 3d Actual 🟢 UP +7.7%💡 In-line beat, muted reaction. Sit it out unless guide signals acceleration.
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$AXP American Express Company 2026-04-23EPS Claude $4.12 Street $4.01 Actual $4.28DIR Claude 🟢 UP +1.5% / +2.5% 3d Actual 🔴 DOWN -4.3%💡 Beat + skeptical Street setup. Long into the print, trim into strength at $340.
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$ABBV AbbVie Inc. 2026-04-23EPS Claude $2.62 Street $2.51 Actual ⏳DIR Claude 🟢 UP +1.5% / +2.5% 3d Actual ⏳ awaiting💡 Pre-guided beat setup. Long for the positioning unwind, hedge the FY guide line.
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$TSLA Tesla, Inc. 2026-04-22EPS Claude $0.31 Street $0.37 Actual $0.41DIR Claude 🔴 DOWN -4.0% / -6.0% 3d Actual 🔴 DOWN -3.6%💡 Fade the Elon bump. Short.
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$STLD Steel Dynamics outside 2026-04-19EPS Claude $2.78 Street $3.22 Actual $2.78DIR Claude 🟡 FLAT -1.5% / +0.0% 3d Actual 🟢 UP +3.7%💡 Boring print, light sell-the-news. Sit it out.
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$CLF Cleveland-Cliffs outside 2026-04-19EPS Claude $-0.22 Street $-0.35 Actual $-0.40DIR Claude 🟢 UP +4.0% / +7.0% 3d Actual 🔴 DOWN -10.2%💡 Beat-and-squeeze setup. Long into the print.
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$BOH Bank of Hawaii outside 2026-04-19EPS Claude $1.39 Street $1.33 Actual $1.30DIR Claude 🟢 UP +2.0% / +1.0% 3d Actual 🟡 FLAT -0.0%💡 Clean beat, muted pop. Long into print, trim into strength.
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$ALK Alaska Air Group outside 2026-04-19EPS Claude $-1.70 Street $-1.49 Actual $-1.68DIR Claude 🔴 DOWN -3.5% / -5.0% 3d Actual 🔴 DOWN -4.1%💡 Short the rally into the close. Take profits next day.
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$AGNC AGNC Investment Corp outside 2026-04-19EPS Claude $0.32 Street $0.36 Actual $0.42DIR Claude 🔴 DOWN -2.5% / -4.0% 3d Actual 🔴 DOWN -1.5%💡 Book-value miss > EPS miss. Short AGNC, watch NLY read-through.
By sector
| Sector | Calls | Claude EPS | Street EPS | Claude DIR | Street DIR |
|---|---|---|---|---|---|
| Uncategorized | 5 | 2 | 3 | 0 | 0 |
| Autos / AI | 1 | 0 | 1 | 1 | 0 |
| Financials / Payments | 1 | 1 | 0 | 0 | 0 |
| Energy / Oilfield Services | 1 | 1 | 0 | 0 | 1 |
| Tech / Semis (IDM + Foundry) | 1 | 1 | 0 | 0 | 0 |
| Communication Services / Cable | 2 | 2 | 0 | 1 | 0 |