Observed Signal · May 2, 2026 · Earnings Report · Source: CNBC Investing · Impact: 4/5 · Sentiment: Neutral
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.
Earnings reports for multiple S&P 500 and Dow components are a near-term market catalyst; analyst revisions and price targets can influence stock moves and sector sentiment relevant to investors and vendors.
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Key Takeaways & Evidence Grounding
- CNBC reports 121 S&P 500 companies are scheduled to post earnings next week (week of May 4, 2026).
- CNBC Pro screened FactSet data using these criteria: estimates revised up by at least 10% in the past three and six months; average analyst price targets implying at least 25% upside; and buy ratings from at least 55% of covering analysts.
- Datadog is scheduled to report next Thursday and was highlighted for improved earnings estimates; analyst Daniel Sepahi (Rothschild & Co. Redburn) has a $170 price target cited in the piece.
- Lumentum reports next Tuesday; the stock is noted as up 158% year-to-date and Rothschild & Co. Redburn initiated coverage with a $1,270 price target.
- Block is also reporting next week; Bank of America analyst Matthew O'Neill reiterated a buy rating with a $100 price objective cited.
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