Visa is Tuesday’s most material report, with investors looking for continued payments growth after a strong run in the stock. m.
88 est. vs.
93 billion est. vs.
2% below its 52-week highAnalyst view: Buy consensus, $97 target (12 analysts)Coca-Cola has beaten estimates in all of its past eight quarters, putting the focus on whether volume momentum and its global marketing push can sustain the stock’s advance. In Q2, it beat on both EPS and revenue.
On its July call, management pointed to organic growth, higher unit case volume and share gains in key regions, while flagging challenges in Asia Pacific tied to strategic investments. Piper Sandler maintained its Overweight rating while raising its target to $102 from $95 on Oct.
m. 22 est.
vs. 09 billion est.
vs. 4% below its 52-week highThe bank’s report will test whether wealth management and transaction banking can offset the pressure reflected in its recent stock pullback.
In Q2, it missed on EPS but beat revenue. m.
24 est. vs.
56 billion est. vs.
9% below its 52-week highAnalyst view: Hold, $136 target (1 analyst)Novartis enters the report with pipeline momentum competing for attention against a relatively measured growth outlook, making product launches and execution central to the read-through. In Q2, it beat on both EPS and revenue.
m. 20 est.
vs. 35 billion est.
vs. 3% below its 52-week highAnalyst view: Buy consensus, $269 target (12 analysts)Boeing’s key test is whether higher commercial deliveries and defense volume are translating into a credible cash-flow recovery while certification work continues.
In Q2, it missed on EPS but beat revenue. On its July call, management said Boeing was on track to be free-cash-flow positive for the year, supported by increased production and commercial deliveries.
Morgan Stanley maintained its Equal-Weight rating while cutting its target to $225 from $250 on Oct. m.
42 est. vs.
64 billion est. vs.
7% below its 52-week highAnalyst view: Buy consensus, $518 target (11 analysts)S&P Global’s report will show whether benchmarks and its reshaped portfolio can keep carrying growth as investors look for operating leverage. In Q2, it missed on EPS but beat revenue.
On its July call, management highlighted gains in benchmarks, margin expansion, the Mobility spin-off and acquisitions across its core divisions. JP Morgan maintained its Overweight rating while cutting its target to $520 from $530 on Oct.
m. 44 est.
vs. 09 billion est.
vs. 7% below its 52-week highAnalyst view: Buy consensus, $440 target (13 analysts)Visa has beaten estimates in all of its past eight quarters, leaving payment volume, cross-border activity and value-added services as the main gauges for whether its growth engine remains durable.
In Q3, it beat on both EPS and revenue. On its July call, management pointed to a 14% increase in net revenue, higher EPS and quarterly payments volume above $4 trillion.
Susquehanna maintained its Positive rating while raising its target to $480 from $427 on Oct. m.
36 est. vs.
13 billion est. vs.
7% below its 52-week highAnalyst view: Buy consensus, $1,094 target (14 analysts)Seagate has beaten estimates in seven of its past eight quarters, but its sharp recent selloff raises the bar for an update on mass-capacity storage demand from cloud and AI customers. In Q4, it beat on both EPS and revenue.
On its July call, management highlighted fiscal 2026 growth driven by mass-capacity storage and reported record free-cash-flow margin. Cantor Fitzgerald maintained its Overweight rating while cutting its target to $1,000 from $1,300 on Oct.
m. 18 est.
vs. 81 billion est.
vs. 9% below its 52-week highAnalyst view: Buy consensus, $256 target (12 analysts)Waste Management’s report will be judged on pricing, collection volumes and whether investments in recycling and renewable energy can continue expanding margins.
In Q2, it beat on EPS but missed revenue. On its July call, management highlighted margin expansion and stronger recycling and renewable-energy operations.
Morgan Stanley maintained its Equal-Weight rating while cutting its target to $220 from $230 on Oct. m.
56 est. vs.
43 billion est. vs.
3% below its 52-week highAnalyst view: Buy consensus, $138 target (23 analysts)Robinhood has beaten estimates in six of its past eight quarters, but the stock’s recent slide puts trading activity, net deposits and the durability of its growth mix at the center of the report. In Q2, it beat on both EPS and revenue.
On its July call, management highlighted record revenue and net deposits, including $22 billion of net deposits. Rosenblatt started coverage at Buy with a $135 target on Oct.
m. 05 est.
vs. 76 billion est.
vs. 0% below its 52-week highAnalyst view: Hold consensus, $288 target (11 analysts)NXP has beaten estimates in all of its past eight quarters, but investors will be looking for sustained automotive demand and evidence that recent estimate pressure has stabilized.
In Q2, it beat on both EPS and revenue. On its July call, management pointed to automotive growth tied to software-defined vehicles, electrification and connectivity.
Citigroup downgraded the stock to Neutral from Buy and cut its target to $260 from $370 on Oct. P.
