Observed Signal · Aug 1, 2026 · Earnings Report · Source: CNBC Investing · Impact: 2/5 · Sentiment: Neutral
Bank of America Names Stocks to Buy Before Earnings
Bank of America analysts say several stocks have upside ahead of upcoming quarterly reports and highlighted names investors should consider buying. The bank and CNBC Pro screened buy-rated companies including Spotify, Cisco, RB Global, Ralph Lauren and DoorDash. Bank of America analysts noted Spotify’s stable key performance indicators and accelerating revenue growth (citing moderating FX headwinds) and said the company’s AI product roadmap and pricing power are encouraging ahead of its August 4 earnings. RB Global (formerly Ritchie Brothers) and Ralph Lauren were also highlighted as attractive ahead of earnings on August 4, with analysts citing improving fundamentals and margin opportunities. The article reflects analyst recommendations and company-specific expectations rather than company financial releases themselves.
Investor-focused analyst buy recommendations ahead of earnings for several public companies; limited direct impact on AdTech/MarTech infrastructure or market-wide policy.
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Key Takeaways & Evidence Grounding
- Bank of America and analysts screened buy-rated names including Spotify, Cisco, RB Global, Ralph Lauren and DoorDash.
- Spotify’s earnings were noted as upcoming on August 4, 2026, and Bank of America analyst Jessica Reif Ehrlich expects stable KPIs and accelerating revenue growth driven by moderating FX headwinds.
- RB Global (formerly Ritchie Brothers) was described by Bank of America as building 'a quality compounder' and was scheduled to report earnings on August 4, 2026.
- Bank of America analyst Kendall Toscano said Ralph Lauren’s 'beat and raise story should continue' ahead of its August 4, 2026 earnings.
Connected Companies & Entities
6 Entities mapped“There are still plenty of stocks to buy that have room to run before and after they report earnings, Bank of America says....”
“Spotify Technology Analyst Jessica Reif Ehrlich is sticking with the music platform ahead of earnings on August 4....”
“Other buy-rated names screened by CNBC Pro include: Cisco, RB Global, Ralph Lauren and DoorDash....”
“The 'beat and raise story should continue,' Bank of America said ahead of the apparel company's earnings on August 4....”
“Other buy-rated names screened by CNBC Pro include: Cisco, RB Global, Ralph Lauren and DoorDash....”
“Article published on CNBC: Buy these stocks ahead of earnings. Bank of America says they offer plenty of upside....”
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Bank of America Names Q3 Stock Picks Including Spotify
Bank of America published a list of third-quarter stock picks across sectors, highlighting Spotify as a streaming pick with roughly 40% upside. The note cites catalysts for Spotify including new products, pricing tiers and expansion into podcasts, audiobooks and fitness; analyst Jessica Reif Ehrlich rates Spotify a buy with a $685 target. Bank of America analysts also flagged Visa and Walmart as top ideas — Matthew O’Neill rates Visa a buy with a $410 target (about 13% upside) and Christopher Nardone rates Walmart a buy with a $144 target (about 29% upside). Other names on the firm's list include IBM, JPMorgan Chase and Snowflake. The piece was published July 5, 2026 by CNBC.
Bank of America Names Stocks With June Upside
Published May 23, 2026, Bank of America analysts identified several buy-rated stocks they believe have meaningful upside heading into June. The firm highlighted Visa, Zeta Global, Sprouts Farmers Market, United Rentals and Citigroup. Bank of America analyst Robert Ohmes raised Sprouts’ price target to $100 and cited strong sales, margins and loyalty-program momentum. Michael Feniger reinforced a bullish view on United Rentals after investor meetings that underscored management confidence entering construction season. Matt Bullock reinstated coverage of Zeta Global with a $24 price target, describing it as a hybrid between adtech and martech that pairs proprietary consumer data with direct ad execution. The piece also notes recent stock performance snapshots and Bank of America’s view that Citigroup could re-rate as investor confidence improves.
Morgan Stanley names stocks with earnings upside
Morgan Stanley analysts identified several stocks they believe have further upside ahead of upcoming earnings, highlighting Spotify, Datadog, Warner Music Group, S & P Global and Starbucks as buy ideas. The bank trimmed its S & P Global price target to $556 from $580 but remains bullish on the company’s diversification, margin execution and capital-return profile. Morgan Stanley raised its Warner Music Group price target to $38 from $37 and cited concentrated music IP ownership and potential revenue and earnings acceleration. Analysts cited product innovation and an investor day as catalysts for Spotify, which is slated to report on April 28 and is on track to exceed 300 million paid users according to Morgan Stanley. Datadog was noted for core business momentum and visibility to ~30% Q1 growth.
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