Observed Signal · May 17, 2026 · Earnings Report · Source: CNBC Investing · Impact: 4/5 · Sentiment: Neutral
Ross Stores, TJX among earnings-momentum stocks this week
CNBC reports that 14 S&P 500 companies are scheduled to report quarterly results this week; CNBC Pro screened FactSet data to identify those with accelerating earnings momentum. Screening criteria required at least 10% upward revisions to earnings estimates over the past three and six months and an average analyst price target implying at least 10% upside. Retailers TJX Companies and Ross Stores are highlighted: TJX reports Wednesday and Ross reports Thursday. Deutsche Bank reiterated buy ratings on both and analyst Krisztina Katai set price targets of $182 for TJX (≈23% implied upside) and $253 for Ross (≈19% implied upside). Other names on the list include Keysight Technologies, Nordson Corporation, and AI heavyweight Nvidia as the week’s headliner.
Earnings-season reporting on S&P 500 companies (including major retailers and Nvidia) provides timely signals about consumer spending and sector performance that can influence market sentiment and advertiser/retailer strategies.
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Key Takeaways & Evidence Grounding
- Article published May 17, 2026.
- CNBC Pro used FactSet data to screen S&P 500 companies for earnings momentum; 14 S&P 500 stocks were identified for the coming week.
- Screening criteria: earnings estimates revised up by at least 10% in the past three and six months and an average analyst price target implying at least 10% upside.
- TJX Companies and Ross Stores report quarterly results this week (TJX on Wednesday, Ross on Thursday); Deutsche Bank reiterated buy ratings and analyst Krisztina Katai set price targets of $182 for TJX and $253 for Ross.
- Other companies mentioned on the earnings-momentum list include Keysight Technologies, Nordson Corporation, and Nvidia as the week's headliner.
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Stocks Showing Earnings Momentum Ahead of Next Week's Reports
CNBC Pro highlights S&P 500 companies with accelerated earnings momentum ahead of a heavy corporate reporting week starting April 29, 2026. More than 160 companies—about one-third of the S&P 500—will report first-quarter results for the period ended March 31. CNBC Pro screened FactSet data for firms with rising EPS estimates, meaningful upside to analyst price targets and a majority of buy ratings. The piece spotlights Amazon and Cigna Group: Amazon (reporting April 29) has seen steep upward revisions to EPS estimates driven in part by AWS demand tied to AI workloads and Anthropic’s use of AWS Trainium chips; FactSet consensus EPS for Amazon is cited at $1.63. Cigna (reporting April 30) shows stronger recent EPS revisions with a FactSet estimate of $7.60 for the quarter and remains rated a buy by major banks.
S&P 500 names report next week with earnings momentum
CNBC (Lisa Kailai Han) reports that earnings season continues the week of May 4, 2026, with 121 S&P 500 companies scheduled to report. The piece highlights firms showing recent earnings momentum — including Datadog, Lumentum and Block — and names Dow components McDonald’s and Walt Disney Co as headliners. CNBC Pro screened FactSet data and applied specific filters (estimates revised up >=10% over three and six months; analyst price targets implying >=25% upside; buy ratings from >=55% of covering analysts) to identify names. The article cites recent analyst actions — Rothschild & Co. Redburn initiating coverage on Datadog and Lumentum, and Bank of America reiterating a buy on Block — and notes share performance and analyst price targets ahead of the companies’ upcoming reports.
Applied Materials Among Stocks With Earnings Momentum
CNBC Pro identified S&P 500 companies reporting next week that have seen accelerated earnings momentum using FactSet data. To qualify, stocks required analyst earnings-estimate revisions of at least 10% over the past three and six months and average analyst price targets implying at least 10% upside. Applied Materials is highlighted: analysts raised its earnings estimates by about 54% over the past three months and 46% over six months, and the company is scheduled to report on Thursday. Morgan Stanley reiterated an overweight rating and named Applied Materials a top pick, raising analyst Shane Brett’s price target to $454 from $432. Seaport Research initiated coverage with a buy rating and a $500 price target. The piece notes only eight S & P 500 stocks and one Dow component are posting results next week and names other reporters such as Constellation Energy, Ross Stores and Steris.
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