These stocks reporting next week have a history of beating expectations
As earnings season continues in earnest next week, companies including Repligen and HubSpot could exceed Wall Street expectations and see their stocks gain as a result. Even though many of the biggest stocks will have already posted earnings, next week still sees reports from 121 companies in the S & P 500 , or approximately a quarter of the index. Two that are also in the Dow Jones Industrial Average — Walt Disney and McDonald’s — will headline the week, which will see a big showing from restaurant chains, media companies and gig economy platforms. CNBC Pro screened data from Bespoke Investment Group to find companies reporting earnings next week that have a solid track record of beating analysts’ expectations, and often see their shares rise afterward. To be included the table below, companies had to have beaten analysts’ consensus earnings per share estimates at least 75% of the time, and then average a gain of 2% or more the first day after posting their latest financials. Life sciences company Repligen reports earnings next Tuesday, and the stock on average has risen 3.1% following each report. Earlier this month, Rothschild & Co. Redburn initiated research coverage of Repligen with a buy rating. “We launch coverage of Repligen, a pure-play bioprocessing company and leader in continuous manufacturing. Its premium valuation is justified by our forecast sector-leading mid-term revenue and adjusted EPS CAGRs of 15% and 29% respectively,” wrote analyst Natalya Davies. The investment bank’s 12-month price target of $160 implies upside of about 41% from current levels. Software products developer HubSpot reports earnings next Thursday. Shares have on average risen 3.1% after it’s reported earnings. Last month, Bank of America resumed research coverage of the stock with a buy rating and $300 price objective, implying that shares could rally roughly 32% from where they are today. “HubSpot shares are down 71% from their 2025 highs, reflecting waning investor confidence in LT growth and cash flow visibility amid sharply declining software development costs and rapid advances by frontier model providers. At current levels, however, we see a particularly attractive entry point,” wrote Bank of America analyst Matt Bullock. He continued: “We think HubSpot — which helps small and medium sized businesses find, win, and retain customers — is positioned to reaccelerate growth to 20% this year (up from 18% over the last 4 quarters). While many of the existential AI bear cases embedded in HUBS’ valuation (e.g. disruption risk from frontier model providers) are unlikely to be fully resolved in the near term, we think accelerating growth will go a long way toward reassuring investors that HubSpot’s can defend its category leadership in an agentic AI world.” Other stocks reporting earnings next week that have historically posted surprise beats include Shopify , RingCentral and The Trade Desk .
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