These stocks posting earnings have a history of topping expectations
A slate of big names will be reporting quarterly earnings next week — and a few of them could be poised to top Wall Street’s expectations and see their shares pop. So far, about a fifth of the companies in the S & P 500 have reported their latest earnings results. Of these, around 73% have surpassed analysts’ expectations, according to FactSet. Ahead of next week’s reports, CNBC screened data from Bespoke Investment Group to identify a few stocks set to outperform on earnings. The companies listed below beat analyst expectations at least 75% of the time and saw a minimum 1% boost on earnings day. Fashion giant Ralph Lauren is one of the listed companies that are likely to beat expectations. It beats the Street’s earnings estimates 86% of the time. The company will issue the results for its fiscal third quarter next Thursday ahead of the opening bell. Shares tend to see average gains of 1.28% on the news, per Bespoke. In the past 12 months, Ralph Lauren shares have gained nearly 40%, outpacing the S & P 500 during the same period. Jefferies named the company a top pick among fashion brands earlier this month and reiterated a buy rating. It also has a price target of $425, suggesting an 18% increase from Tuesday’s close. Analyst Blake Anderson anticipates a positive third-quarter report from the company, noting that a strong holiday quarter could “unlock higher [earnings per share] revisions.” “An improving luxury backdrop, balanced growth across regions and channels,” as well as management’s execution, lend support to Jefferies’ favorable outlook for 2026, the analyst added. Chipotle , the fast-casual chain, is also on the list of companies set to report earnings next week. Shares see an average boost of 1.13% on better-than-expected earnings, which happens 76% of the time, Bespoke found. After the burrito chain reported its third-quarter results last October, analysts cut their price targets on lowered guidance for annual same-store sales, a crucial metric of performance. Shares have tanked more than 30% in the past 12 months. CMG 1Y mountain CMG 1-year Ahead of the fourth-quarter print due next Tuesday, Deutsche Bank reiterated its buy rating on Chipotle. The firm’s $49 price target implies nearly 24% upside from Tuesday’s close. Analyst Lauren Silberman anticipates Chipotle’s same-store sales could see a decline of 2.9% in the fourth quarter, but the picture may get better from there. “We expect trends to improve through 2026, and model [same store sales] of -1% in 1Q, 1.7% in 2Q and 4.5% in 3Q/4Q, noting our estimates embed positive traffic and phased rollout of price increases, partially offset by negative mix,” she wrote in a Tuesday report. —CNBC’s Michael Bloom contributed reporting.
<
