The Mag 7 have nearly all reported earnings. Only Nvidia remains. But this week there will be over 1500 companies reporting earnings in all different industries. It’s a very busy week.
Still, the focus will be on technology companies again, especially the AI revolution stocks. This includes chip makers and the AI infrastructure companies involved in building and supplying power to the data centers.
We will also get more restaurants and retail companies which will provide more insights into the consumer.
It’s Hard to Be an Earnings All-Star
Two of these companies have not missed on earnings in the last 5 years. That includes part of the pandemic period. That’s an impressive track record.
It’s not easy for companies to beat every quarter or nearly every quarter for years. It takes good communication from management to the covering analysts.
Will these companies beat again this quarter?
5 Spectacular Earnings Charts
1. Advanced Micro Devices, Inc. (AMD)
Advanced Micro Devices has not missed on earnings in 5 years. It’s an earnings all-star. That’s an impressive streak.
Shares of Advanced Micro Devices are up 115% year-to-date and have broken out to 5-year highs. AMD isn’t cheap. It trades with a forward P/E of 65.
Is Advanced Micro Devices about to join NVIDIA as one of the top AI Revolution stocks?
2. McDonald’s Corp. (MCD)
McDonald’s has beat 4 quarters in a row and has only missed 4 times in the last 5 years. It’s a great track record given the pandemic.
McDonald’s is expected to grow earnings by 5.1% this year and another 8.4% next year. But investors have concerns about the consumer. Will the value meal be enough?
Will McDonald’s beat again?
3. QUALCOMM, Inc. (QCOM)
QUALCOMM has beat on earnings 9 quarters in a row. It’s an earnings all-star. It has only missed one time in the last 5 years and it was in 2023.
QUALCOMM recently jumped into the AI Revolution game after announcing new chip-based accelerator cards and racks for fast data center AI inference. Shares spiked higher on the news.
QUALCOMM is cheap. It trades with a forward price-to-earnings (P/E) ratio of 15.2.
Should AI investors keep QUALCOMM on their short list?
4. Ralph Lauren Corp. (RL)
Ralph Lauren has not missed on earnings in the last 5 years. It’s an earnings all-star with a perfect track record. That’s impressive from a retailer.
Earnings of Ralph Lauren are expected to rise 21.6% in 2025 and another 9% in 2026.
Will Ralph Lauren beat again this quarter?
5. Innodata Inc. (INOD)
Innodata is a rare AI small cap that also has positive earnings. Innodata is a global data engineering company. It has beat the last 4 quarters, which is all the data Zacks has on earnings.
While earnings are expected to contract 12.4%, Innodata is forecast to grow earnings by 39.7% next year.
Shares of Innodata are up 83.4% year-to-date as it has broken out.
Will Innodata make it five in a row this week?
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
QUALCOMM Incorporated (QCOM): Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report McDonald's Corporation (MCD): Free Stock Analysis Report Ralph Lauren Corporation (RL): Free Stock Analysis Report Innodata Inc. (INOD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research