AMD and Palantir set to report in another busy week
Another busy week of earnings lies ahead. About 130 S & P 500 companies are set to report this week, including Palantir Technologies , AMD and fast food giant McDonald’s . Those results come after the busiest week of the season, in which more than 150 names just posted quarterly figures. So far, profits have been strong. More than 82% of the S & P 500 companies that have reported have exceeded earnings expectations, according to FactSet. But reactions haven’t been uniformly positive. Meta Platforms plunged last week after unveiling third-quarter earnings, which included guidance for even more capital spending on artificial intelligence. Below is a look at what to expect from some of the biggest companies set to report this week. All times ET. Monday Palantir Technologies is set to report earnings after the close, followed by a conference call at 5 p.m. Last quarter: PLTR topped $1 billion in revenue for the first time. This quarter: Analysts polled by LSEG expect earnings grew by more than 60% year over year. What to watch: “We expect another strong Q seeing positive checks across Government and Commercial businesses. New partnerships are ramping at Oracle and Snowflake, with several new recently announced commercial customers at the recent AIPCon 8 event which underscores the demand trends for AIP. Government checks from partners and intra-Q news flow indicate strength in U.S. and UK,” wrote Citigroup analyst Tyler Radke last week. He has a buy rating on the stock. What history shows: Palantir shares rose after three of the last four earnings releases. Tuesday Pfizer is set to report earnings before the bell, with a call slated for 10 a.m. Last quarter: PFE hiked its 2025 earnings outlook thanks to cost cuts . This quarter: The pharmaceutical giant is expected to report a 40% year-over-year earnings decline, according to LSEG. What to watch: “For Pfizer, we see the highest risk for a miss across our large-cap names … after the strong H2 performance and FY set-up. With the White-House Deal done, we will look to management comments on GLOBE & GUARD pilot programs ( & potential for more policy bumps), along with plans for Metsera data presentation & phase 3 initiation,” wrote Bernstein analyst Courtney Breen. She has a market perform rating on the stock. What history shows: Pfizer has a strong track record when it comes to earnings, beating expectations 88% of the time, according to Bespoke Investment Group. Advanced Micro Devices is set to report earnings after the close. Management will hold a call with analysts at 5 p.m. Last quarter: AMD reported weaker-than-expected earnings even as revenue exceeded expectations . This quarter: Analysts polled by LSEG expect a year-over-year earnings gain of more than 25%. What to watch: UBS analyst Timothy Arcuri expects a strong report from the chipmaker. “We see strength driven by both server and client CPU — with server strength potentially fueling some upside to gross margin — and model data center GPU revenue of ~$1.7B. For FQ4, we remain comfortable with our ~$9.3B estimate (~ $200MM higher than Street) but could see how AMD could guide as high as $9.5B — again driven by renewed server upgrade activity and some spillover from AI into traditional compute infrastructure as the industry embarks on new strategies to prepare for more AI processing in the data processing market,” he said in a note. Arcuri has a buy rating on AMD. What history shows: AMD averages a 1.6% drop on earnings days, according to Bespoke. Uber Technologies is set to report earnings before the open. A call with analysts is set for 8 a.m. Last quarter: UBER beat on revenue and authorized a $20 billion share buyback . This quarter: The ride-hailing platform is expected to see earnings drop 40% year-over-year, according to LSEG. What to watch: Bank of America highlighted membership benefits as one driver for the company’s earnings. “Over 36mn members and 60% of delivery bookings coming from members. Expect positive comments on growing user frequency and a bigger focus on expanding mobility membership usage,” analyst Justin Post wrote. He has a buy rating on Uber. What history shows: Uber shares fell after the last four earnings releases. Wednesday McDonald’s is set to report earnings before the stock market opens. A call with analysts is set for 8:30 a.m. Last quarter: MCD reported a U.S. sales rebound . This quarter: The hamburger chain is forecast to report a slight year-over-year earnings increase, according to LSEG. What to watch: Barclays analysts will keep a close eye on how the company’s value offerings are performing. “Using history as a guide, with expectations for ongoing industry comp headwinds as we close 2025, investors would typically opt for more defensive, staple, franchised restaurants. And in that scenario, we continue to believe McDonald’s is best in class,” they added. The bank rates McDonald’s overweight. What history shows: McDonald’s averages a small 0.1% gain on earnings days, Bespoke data shows. However, the stock posted moves of more than 1% after the last three releases. Robinhood is set to report earnings after the bell, followed by a call with analysts at 5 p.m. Last quarter: HOOD earnings beat analyst estimates as revenue soared 45% year over year. This quarter: The brokerage’s earnings are expected to have soared 214%, LSEG consensus estimates show. What to watch: Goldman expects a beat on revenue and net interest income that will exceed Street forecasts. The investment bank rates Robinhood a buy. What history shows: Robinhood earnings beat in the last three quarters, according to Bespoke. But the stock fell after two of those releases.
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