Observed Signal · Apr 24, 2026 · Earnings Report · Source: CNBC Investing · Impact: 4/5 · Sentiment: Positive
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.
Upcoming earnings from major companies—notably Amazon, which impacts cloud infrastructure and digital advertising—can materially affect market expectations and have downstream implications for adtech, cloud demand, and retail media; the article aggregates FactSet screening criteria and specific, timely estimates.
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Key Takeaways & Evidence Grounding
- More than 160 companies (about one-third of the S&P 500) are scheduled to report Q1 results the week of April 29, 2026.
- CNBC Pro screened FactSet data for S&P 500 companies with EPS estimate revisions, analyst price-target upside and buy-rating thresholds.
- Amazon is scheduled to report earnings on April 29, 2026; FactSet consensus EPS cited at $1.63, with large upward revisions over the prior three and six months.
- CNBC links Amazon Web Services' resurgence—partly driven by AI demand and Anthropic’s use of AWS Trainium chips—to improved Amazon earnings momentum.
- Cigna Group is scheduled to report earnings on April 30, 2026; FactSet consensus EPS cited at $7.60 with recent upward revisions and buy ratings from major banks.
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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.
Nearly 80 S&P 500 Firms Report Earnings Next Week
Earnings season continues with nearly 80 S&P 500 companies scheduled to report next week, including major names such as Alphabet, Tesla and Intel. So far about 40 S&P 500 companies have reported and 87% beat analyst expectations, according to FactSet. CNBC Pro screened Bespoke Investment Group data to identify firms that historically beat estimates at least 75% of the time and whose shares rise after results; Deckers Outdoor ranks near the top with a 94% beat rate and an average 1.54% stock gain on reporting days. ServiceNow and T-Mobile are highlighted for their historical post-earnings strength and recent analyst coverage and rating changes from banks including Goldman Sachs and Bank of America.
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.
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