The company earnings season will attain its midway level with the busiest week of the reporting interval. Greater than 100 S & P 500 firms are slated to submit their newest quarterly experiences. Amongst these are Alphabet, Amazon and Superior Micro Units. Thus far, about 180 S & P 500 members have reported fourth-quarter earnings. Of these, 77% have topped analyst expectations. That is above the 10-year common beat fee of 75%, based on FactSet . Check out CNBC Professional’s breakdown of what is anticipated from this week’s key experiences. All instances are ET. Monday Palantir Applied sciences is about to report earnings after the bell, adopted by a name at 5 p.m. Final quarter: PLTR surged 20% on a robust income outlook . This quarter: Analysts polled by FactSet anticipate a 37% year-over-year bounce in earnings. What to look at: Palantir is coming off a monster 12 months, surging 340% in 2024. Can the software program firm preserve that momentum getting in 2025? What historical past reveals: Palantir has rallied greater than 10% in 4 of the final 5 earnings days, based on Bespoke Funding Group. Tuesday Pfizer is about to report earnings within the premarket, with a convention name with administration slated for 10:30 a.m. Final quarter: PFE topped earnings estimates and hiked its full-year steerage . This quarter: Analysts polled by FactSet see income development of greater than 20% from the year-earlier interval. What to look at: Pfizer CEO Albert Bourla informed CNBC in January that the corporate can be targeted on its drug pipeline, which incorporates trials for 3 oncology therapies and one weight reduction remedy. Buyers will search for readability on that entrance. What historical past reveals: Pfizer has a robust observe report on earnings, beating expectations 87% of the time, Bespoke information reveals. Alphabet is about to report earnings after the bell, adopted by a name at 4:30 p.m. Final quarter: GOOGL earnings beat expectations due to sturdy cloud income . This quarter: The Google mum or dad’s earnings are forecast to have grown by almost 30%, per FactSet. What to look at: Oppenheimer’s Jason Helfstein is optimistic heading into the report following encouraging outcomes from Meta Platforms. “META confirmed Gen AI is driving advert value development, which must also profit GOOG, cementing it as an AI winner,” he mentioned. What historical past reveals: Alphabet earnings have topped analyst expectations for seven quarters in a row, Bespoke information reveals. Superior Micro Units is about to report earnings following the shut. Administration is slated to carry a convention name at 5 p.m. Final quarter: AMD fell after the corporate’s forecast did not impress traders . This quarter: Analysts anticipate the chipmaker to report year-over-year earnings development of 40%, per FactSet. What to look at: AMD shares took a 5% hit final week as the factitious intelligence commerce confirmed indicators of faltering after the emergence of DeepSeek. On prime of that, the inventory has dropped 30% over the previous 12 months as a consequence of rising competitors considerations. Buyers will search for indicators of a turnaround on this report. What historical past reveals: AMD fell in three of the final 4 earnings days, together with a ten.6% drop on Oct. 29. Wednesday Disney is about to report earnings earlier than the open, with a name scheduled for 8:30 a.m . Final quarter: DIS surged on sturdy streaming development and stable steerage. This quarter: The corporate is anticipated to report stable earnings development, however income is forecast to broaden by simply 4%, per FactSet. What to look at: In accordance with JPMorgan analyst David Karnovsky, Disney would be the best-positioned firm in a challenged media business, which is able to bode properly for outcomes. “Whereas we’re cautious on the media panorama as a consequence of PayTV sub losses and promoting headwinds, Disney is our favourite within the group as a result of firm’s distinctive content material, bettering streaming financials, and parks operation, which gives an avenue to attractively deploy capital,” he mentioned. What historical past reveals: Bespoke information reveals Disney has crushed earnings estimates for six straight quarters. Ford Motor is about to report earnings after the bell. Administration will maintain a name at 5 p.m. Final quarter: F issued weak steerage for 2024 , however third-quarter earnings beat expectations. This quarter: Analysts polled by FactSet anticipate 20% year-over-year earnings development from the automaker. What to look at: Barclays analyst Dan Levy is not optimistic heading into Ford’s newest report. Final month, he downgraded the inventory to equal weight from obese, noting : “It lacks a compelling case for us to stay OW-rated. Merely, with Ford going through headwinds from quantity and value in ’25, it is unclear that price actions can be adequate to offset these drags — this uncertainty leads us to step to the sidelines with an EW ranking.” What historical past reveals: Ford beats earnings expectations almost 70% of the time, per Bespoke. Nevertheless, the inventory averages a 0.7% decline on earnings days. Thursday Amazon is about to report earnings after the bell, with a name slated for five p.m. Final quarter: Amazon beat the Road’s expectations on earnings and noticed sturdy cloud development. This quarter: The e-commerce big is anticipated to report earnings development of almost 50% 12 months on 12 months, based on FactSet. What to look at: Financial institution of America analyst Justin Submit famous Amazon Internet Providers and retail margin development are nonetheless intact, that means the corporate ought to outperform expectations. “Whereas AWS development and Retail margin expectations have elevated, we expect AI-driven Cloud development stays a prime sector alternative, whereas Retail Margin growth can proceed to drive outsized revenue development vs. friends,” he mentioned. What historical past reveals: Amazon has crushed earnings expectations for seven straight quarters.
