Earnings next week from companies such as Lam Research and ServiceNow could exceed Wall Street’s consensus estimates and push their stocks higher, if history is any guide. The first-quarter earnings season ramps up next week, with 83 companies in the S & P 500 — or nearly 17% of the index — and seven of the stocks in the Dow Jones Industrial Average scheduled to report their latest results. The week is headlined by Tesla , and will also be marked by large industrial, defense and transportation companies. Stocks often enjoy a post-earnings rise if they report earnings or revenue that beat analysts’ expectations. CNBC Pro screened data from Bespoke Investor Group to identify stocks that have a history of topping Wall Street’s forecasts and rising aterward. All the companies in the table below report earnings next week, have beaten earnings per share estimates at least 70% of the time and average a gain of at least 1% the first day after posting their latest financials. Semiconductor equipment maker Lam Research reports earnings next Wednesday. The company has historically topped analysts’ earnings estimates 92% of the time, and on average has risen 1.3% the next session. Ahead of Lam Research’s fiscal third-quarter earnings release, Wolfe Research reiterated its peer perform rating on the stock. “We expect NAND upgrades to remain the primary driver of incremental bit growth over the next several years, and believe the majority of LRCX’s $40 bllion upgrade opportunity remains ahead,” the firm wrote. “We also expect LRCX to benefit from strong DRAM spending, as well as [High Bandwidth Memory] bit growth given LRCX’s strong position in [Through-Silicon Via] processing.” Shares of Lam Research have surged 55% this year. ServiceNow also reports next week and has a history of beating earnings expectations. The software company has topped bottom-line estimates 91% of the time, with its stock averaging a 3.1% gain on days after its results are released. Caught in the broader software sell-off, ServiceNow shares have plunged nearly 37% this year through early Friday trading. But on Tuesday, Citigroup reiterated its buy rating. “Last month’s meeting with CPO Amit Zavery noted AI labs are engaging NOW directly governed workflows, reinforcing its right-to-win. We expect a slight beat and modest flow-through to FY26,” wrote Citi analyst Tyler Radke. “We stay Buy-rated seeing NOW among the best positioned in app software, with 2H consumption catalysts.” Citi’s 12-month target price of $177, down from $237, would equal 84% upside from ServiceNow’s Thursday close. Oppenheimer stood by its outperform rating ServiceNow Wednesday, with analyst Brian Schwartz noting positive business trends amid a tough AI disruption narrative. “A more constructive post-earnings estimate revision trend could support the stock given depressed expectations after a sharp YTD selloff. For 1Q, we expect to see bullish AI metrics, higher margins from internal AI operational benefits and less hiring, and increasing capital returns,” Schwartz wrote. Schwartz slashed his price target to $130 from $175, equivalent to 35% upside for the stock.
