Apple headlines Monday’s reports, with investors looking for continued iPhone momentum and evidence that its artificial-intelligence push can support the company’s next leg of growth. m.
85 est. vs.
95 billion est. vs.
9% below its 52-week highAnalyst view: Buy consensus, $393 target (15 analysts)Marriott has beaten estimates in six of its past eight quarters, with investors focused on whether resilient global travel demand can sustain RevPAR growth after the stock’s strong run. In Q2, it beat on EPS but missed revenue.
S. and Canada.
m. 70 est.
vs. 15 billion est.
vs. 0% below its 52-week highAnalyst view: Buy consensus, $120 target (9 analysts)Entergy has beaten estimates in six of its past eight quarters, while the key setup is whether industrial demand and data-center development can offset pressure in its regulated utility operations.
In Q2, it missed on both EPS and revenue. On its July call, management highlighted a potential data-center pipeline of 7 to 12 gigawatts from hyperscale customers and 3 to 5 gigawatts from traditional industrial customers.
m. 71 est.
vs. 19 billion est.
vs. 0% below its 52-week highAnalyst view: Buy consensus, $689 target (4 analysts)IDEXX has beaten estimates in all of its past eight quarters, but the report faces a higher bar after the stock’s prolonged decline and pressure on veterinary clinical visits.
In Q2, it beat on both EPS and revenue. On its August call, management said diagnostics and its Water and Livestock, Poultry and Dairy businesses were driving growth, while it raised its full-year revenue outlook.
m. 51 est.
vs. 65 billion est.
vs. 6% below its 52-week highAnalyst view: Hold consensus, $108 target (15 analysts)Estee Lauder has beaten estimates in seven of its past eight quarters, with investors watching whether its renewed profitability focus can turn into a durable recovery in beauty demand, particularly in China.
In Q4, it beat on both EPS and revenue. On its August call, management pointed to margin expansion, its One ELC operating model and AI-driven consumer insights as parts of its fiscal 2027 strategy.
m. 20 est.
vs. 26 billion est.
vs. 5% below its 52-week highAnalyst view: Hold consensus, $81 target (9 analysts)Public Service Enterprise Group has beaten estimates in seven of its past eight quarters, with the focus on whether system investment, nuclear operations and higher power prices can support growth despite modest revenue expectations.
In Q2, it beat on EPS but missed revenue. On its August call, management reaffirmed full-year guidance and highlighted system replacement, reliability and energy-efficiency investments.
m. 98 est.
vs. 19 billion est.
vs. 9% below its 52-week highAnalyst view: Buy consensus, $337 target (25 analysts)Apple has beaten estimates in all of its past eight quarters, putting the emphasis on whether iPhone momentum, supply execution and the company’s AI rollout can justify elevated expectations.
In Q3, it beat on both EPS and revenue. On its July call, management said iPhone and Mac demand remained strong despite supply constraints and highlighted its Siri AI work.
m. 39 est.
vs. 18 billion est.
vs. S.
commercial and AI-sovereignty demand can keep its rapid growth pace while the stock sits below its recent high. In Q2, it beat on both EPS and revenue.
S. commercial expansion a major driver.
m. 67 est.
vs. 42 billion est.
vs. 1% below its 52-week highAnalyst view: Buy consensus, $554 target (10 analysts)Vertex has beaten estimates in six of its past eight quarters, with investors looking for continued strength in cystic fibrosis while tracking the contribution from newer medicines and the Crinetics acquisition.
In Q2, it beat on both EPS and revenue. On its August call, management cited growth in cystic fibrosis, Casgevy and Journavix, alongside the planned Crinetics deal to expand into rare endocrine diseases.
m. 54 est.
vs. 98 billion est.
vs. 1% below its 52-week highAnalyst view: Buy consensus, $87 target (13 analysts)Williams has beaten estimates in four of its past eight quarters, with the read-through centered on whether pipeline demand and power-related projects can keep lifting earnings after a mixed recent record.
In Q2, it missed on EPS but beat revenue. On its August call, management said EBITDA growth was being driven by its Transmission and Gulf businesses and highlighted the first phase of its Socrates Power Innovation project.
m. 46 est.
vs. 79 billion est.
vs. 3% below its 52-week highAnalyst view: Buy consensus, $242 target (12 analysts)Diamondback Energy has beaten estimates in five of its past eight quarters, with investors watching whether production growth and capital efficiency can translate into another strong cash-flow print after the stock’s sharp year-to-date advance.
In Q2, it beat on both EPS and revenue. On its August call, management said production was up 4% from the start of the year and emphasized well productivity, optimal drilling zones and capital efficiency.
