ARM Holdings headlines Wednesday’s reports, with investors looking for evidence that AI-related demand can support the chip designer after a sharp stock pullback. m.
38 est. vs.
28 billion est. vs.
S. execution and comparable-sales momentum can improve.
In Q2, it beat on EPS but missed revenue. S.
8% amid broader strategic initiatives. m.
81 est. vs.
39 billion est. vs.
6% below its 52-week highAnalyst view: Hold, $40 target (2 analysts)The drugmaker has beaten estimates in seven of its past eight quarters, with the report set to test whether GLP-1 volume growth can offset lower realized prices. In Q2, it beat on both EPS and revenue.
m. 91 est.
vs. 69 billion est.
vs. 4% below its 52-week highAnalyst view: Buy consensus, $103 target (20 analysts)Uber has beaten estimates in five of its past eight quarters, making bookings growth, margin expansion and progress toward autonomous-vehicle commercialization the key pressure points.
In Q2, it missed on both EPS and revenue. On its August call, management emphasized 22% gross-bookings growth, more than $10 billion in free cash flow and the acquisition of Delivery Guru.
UBS maintained its Buy rating while lowering its target to $106 from $110 on Nov. m.
64 est. vs.
76 billion est. vs.
2% below its 52-week highAnalyst view: Buy consensus, $114 target (15 analysts)The health-care company has beaten estimates in seven of its past eight quarters, with investors looking for continued operating discipline after management raised its full-year outlook in August. In Q2, it beat on both EPS and revenue.
10. m.
85 est. vs.
12 billion est. vs.
9% below its 52-week highAnalyst view: Buy consensus, $175 target (10 analysts)Emerson has beaten estimates in seven of its past eight quarters, and the test is whether strong orders and margin gains can justify a stock trading near its 52-week high. In Q3, it beat on both EPS and revenue.
On its August call, management pointed to 6% underlying sales growth, strong performance in Test and Measurement and Ovation, and wider segment margins. Morgan Stanley maintained its Underweight rating while lowering its target to $140 from $145 on Nov.
m. 42 est.
vs. 38 billion est.
vs. 2% below its 52-week highAnalyst view: Buy consensus, $330 target (15 analysts)ARM has beaten estimates in all of its past eight quarters, but investors will focus on whether licensing and royalty demand tied to AI can counter the stock’s recent weakness.
In Q1, it beat on both EPS and revenue. On its July call, management highlighted record licensing and royalty revenue, introduced the ARM AGI CPU and said demand exceeded $2 billion for fiscal 2027 and 2028.
m. 02 est.
vs. 15 billion est.
vs. 9% below its 52-week highAnalyst view: Hold consensus, $202 target (18 analysts)Qualcomm has beaten estimates in all of its past eight quarters, while the report faces a tougher comparison and a market debate over handset exposure versus newer data-center and AI opportunities.
In Q3, it beat on both EPS and revenue. On its July call, management emphasized expansion into data centers, AI and full-stack software as it pursued growth beyond handsets.
Bernstein maintained its Market Perform rating while lowering its target to $155 from $165 on Nov. m.
74 est. vs.
99 billion est. vs.
4% below its 52-week highAnalyst view: Buy consensus, $1,009 target (10 analysts)McKesson has beaten estimates in all of its past eight quarters, with investors looking for continued strength in its North American pharmaceutical and oncology operations. In Q1, it beat on both EPS and revenue.
On its August call, management cited 8% revenue growth, stronger adjusted earnings and raised full-year EPS guidance after a strong start to the fiscal year. m.
30 est. vs.
70 billion est. vs.
1% below its 52-week highAnalyst view: Buy consensus, $2,214 target (9 analysts)MercadoLibre has beaten estimates in just three of its past eight quarters, so the key question is whether credit growth and the broader commerce ecosystem can offset investment-driven margin pressure. In Q2, it beat on both EPS and revenue.
On its August call, management described 75% credit-portfolio growth and improved asset quality, while acknowledging that strategic investments had reduced EBIT margin. m.
35 est. vs.
28 billion est. vs.
6% below its 52-week highAnalyst view: Buy consensus, $537 target (6 analysts)Motorola Solutions has beaten estimates in all of its past eight quarters, with the focus on whether record orders and public-safety demand can sustain premium growth expectations. In Q2, it beat on both EPS and revenue.
975 billion. W.
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