As we continue to plough through another busy earnings season, the week ahead brings two of the Magnificent 7 names to the fore, along with plenty of notable names to watch. From tech to consumer goods, this will be a week that delivers a broad overview, albeit against the backdrop of tariffs that are dominating the narrative as the week kicks off.
We would keep an eye on guidance for the upcoming quarters, as companies will likely discuss economic headwinds, supply chain challenges, and emerging growth opportunities. So far this earnings season, even those beating on top and bottom lines have been harshly punished for disappointing guidance. Here are some of the biggest names we are watching, along with consensus expectations for EPS and revenue.
Monday, February 3
After The Bell
Palantir Technologies (PLTR) – with earnings coming after the bell, markets are expecting strong growth, with revneue projected to rise 28% year-on-year.
- Expected EPS: $0.11
- Expected Revenue: $775.9 million
Tuesday, February 4
Before Market Open
PepsiCo (PEP) – the food and beverage giant is expected to report steady growth as it continues to expand its product offerings and navigate shifting consumer preferences.
- Expected EPS: $1.67
- Expected Revenue: $27.98 billion
After The Bell
Advanced Micro Devices (AMD) – as a major name in the semiconductor industry, markets will be watching for updates on AI-related growth and data center demand. The stock has underperformed it's peers in recent times, and holders will be looking for a bounce back story.
- Expected EPS: $0.75
- Expected Revenue: $5.6 billion
Alphabet (GOOGL) – Google’s parent company is set to post strong results, with particular focus on advertising revenue, AI initiatives, and cloud computing growth.
- Expected EPS: $1.48
- Expected Revenue: $97.2 billion
Wednesday, February 5
After The Bell
Qualcomm (QCOM) – the chipmaker’s earnings will reflect trends in smartphone demand and 5G adoption, as well as its diversification into AI-driven processors.
- Expected EPS: $2.25
- Expected Revenue: $9.6 billion
MicroStrategy (MSTR) – known for its large Bitcoin holdings, this one will be on the shortlists of many, likely providing insights into its digital asset strategy and enterprise software performance.
- Expected EPS: $1.75
- Expected Revenue: $132.5 million
Thursday, February 6
Before Market Open
Eli Lilly (LLY) – markets will be keen to see updates on blockbuster drugs and the growing diabetes and obesity treatment portfolio from the pharma giant.
- Expected EPS: $5.15
- Expected Revenue: $9.8 billion
After The Bell
Amazon (AMZN) – Amazon’s holiday season performance and cloud computing growth via AWS will be key factors to watch in this report.
- Expected EPS: $0.35
- Expected Revenue: $145.8 billion
