The AI software earnings December 2026 window is three days wide, and ten names on our board print inside it: six on December 1, three on December 2 and one on December 3, with SNOW at a score of 97, OKTA at 92 and MDB at 91 heading the list from the November 4 scan.

It is the densest cluster of AI and software prints on the calendar, and it lands three weeks out. That makes it a window rather than a day, which changes what a reader can use it for: the questions are not which company reports first, but which of the ten has the widest priced move and which one carries the crowding.

The prices below are the November 4 scan prices, and every implied move, band and score on this page comes from that same scan.

The ten names and the numbers

Here is the cohort with the numbers that matter on a watchlist, taken from our open data.

Which AI stocks report earnings in December 2026?

On our board, ten of the AI and software names we track print between December 1 and December 3, and the full list is above.

Two more names print inside the same three days but sit outside this cohort: NTAP on December 1 and SAIC on December 3.

The dates are not in doubt for the biggest name on the list. Snowflake announced on November 2 that it would report third-quarter fiscal 2027 results on December 2, 2026, and our own row carries the same date.

The cluster was built by a software sell-off rather than by a calendar decision. Barchart covered Okta, Zscaler, Qualys, Rapid7 and SentinelOne falling together on November 2, and Yahoo Finance covered Cloudflare, MongoDB, Datadog, JFrog and Elastic falling together the night of November 3.

That tape is visible in our November 4 scan. OKTA was down 4.61% and MDB down 3.31%, while CRM rose 4.19% and ASAN rose 4.13%. We have not confirmed what moved OKTA and MDB on November 4, and we are not going to guess at it.

What the scores are made of

The top of this cohort is a book story, not an options story.

SNOW's 97 is 25 points for coverage, 22.1 for an 88.5% buy-side share, 20 for ten strong buys, the full 15 for a 17.0% five-day implied move, and the full 15 for a Positive sentiment reading.

OKTA's 92 is 25 for coverage, 19.3 for conviction, 18 for nine strong buys, 15 for the implied move and 15 for sentiment. MDB's 91 is 25, 20, 16, 15 and 15. CRWD is the one that breaks the pattern: its 86 carries a Mixed sentiment reading worth 7, and the other 79 comes from coverage, conviction and ten strong buys.

The bottom half of the cohort scores differently, and the reason is in the coverage column. NCNO's 69 starts with 15 points for 15 analysts rather than 25, and ASAN's 54 starts the same way with 15 analysts.

That is the whole story of the scores here. The five names above 85 all have more than 40 analysts and a full sentiment score. The names below 70 mostly do not have the coverage, and no amount of sentiment reading makes up for it.

How wide are the implied moves?

OKTA carries the widest one in the cohort at 15.8%, a band from $152.38 to $209.48 around the $180.93 scan price. MDB follows at 14.2%, then CRWD at 12.3% and SNOW at 12.0%.

The interesting part is where the highest score is not the widest move. SNOW scores 97 and carries a 12.0% implied move, cheaper than CRWD at 12.3% and MDB at 14.2%, because its score comes from analysts rather than from the options market.

At the other end, NCNO carries a 5.8% three-day move and an 8.2% five-day move, the narrowest pair in the cohort. Its straddle is $2.05 on a sixteen-day expiry, while OKTA's is $15.26 on a two-day expiry and MDB's $24.60 on a two-day expiry.

Those straddle prices are the raw input behind every band on this page, and they are published for exactly that reason: a reader who wants to check the arithmetic on OKTA's 15.8% can start from $15.26 and two days to expiry.

Which of the ten is crowded?

Three of them are, and they are not the three that score highest.

PATH carries 25.0% of float short, ASAN 21.0% and NCNO 18.1%. The other seven sit under 9%: DOCU at 8.5%, GTLB at 8.2%, SNOW at 5.4%, OKTA at 4.7%, CRM at 3.9%, MDB at 3.4% and CRWD at 2.4%.

The crowded three also carry the thinnest books in the cohort. PATH has 20 analysts with 2 buys, 15 holds and 2 sells. ASAN has 15 analysts with 4 buys and 8 holds. NCNO is the exception, with 6 strong buys out of 15 analysts and no sells at all.

So a reader sorting this cohort by crowding gets a different list from a reader sorting it by score, and a reader sorting by priced move gets a third. OKTA is the most expensive print in the group, SNOW is the best-rated, and PATH is the most crowded. Those are three different questions and the table answers all three.

What has to happen between now and December 1?

Three weeks of company news, and it is already moving. The Information reported on November 3 that Salesforce is buying startup Cresta for $2.7 billion, and the Wall Street Journal reported the same day that CrowdStrike is buying two AI security startups for $495 million.

PATH has its own dated item: The Next Web reported on November 3 that UiPath will charge per document for its new finance AI agents, which is a change in how the business bills rather than in how it scores.

None of those is a print, and none of them is in the score yet. That is the point of the window: the scores on this page are measured before the last three weeks of news, and the implied moves are the market's current view of what the quarter is worth, not a forecast of what the company will say.

Our own scan ran at 6:30 Pacific time and every figure on this page comes from it, published in full at our open data.

So the AI software earnings December 2026 list runs from December 1 to December 3, and the ten names above are the ones that print in it. The dates, the scores, the priced moves and the short bases are all on the record, and the three that stand apart are SNOW at 97 with the widest analyst book, OKTA at 15.8% with the most expensive move priced, and PATH at 25.0% short with the most crowded float. The reader decides which of those three questions matters for the position.