Capital One, General Motors are among the stocks reporting this week with momentum. Here are the others
Capital One and General Motors are among the companies reporting earnings this week with momentum on their side. A total of 70 S & P 500 companies across a smattering of industries — including tech, consumer goods and airlines — will report earnings this week. Among them, there are a few in which Wall Street analysts have become increasingly bullish of late. CNBC Pro screened FactSet data for S & P 500 companies reporting this week with accelerating earnings momentum. Specifically, we looked for stocks that met the following criteria: Consensus earnings per share estimates from analysts are up at least 35% in the past three and six month periods Have buy ratings from at least 55% of the analysts covering the stock Average price targets that imply upside of 10% or more Following a finance-heavy week of earnings last week with six major banks reporting, Capital One made the list. Its consensus earnings estimate is up more than 65% over the past three months to $5.50 per share, and 63% of analysts covering hold a buy rating on the stock. Morgan Stanley analyst Jeffrey Adelson reiterated his overweight rating of Capital One in his earnings preview, noting the more positive performance expected of the firm compared to other consumer finance names. “Multi-year network and expense synergies bode well for EPS growth in 2027-28 as COF purchase volumes convert to Discover’s higher interchange network and marketing synergies could be conservative. Credit will continue to improve as Discover will help shift COF’s pro forma loan book mix into less consumer subprime,” Adelson wrote. He also noted that confidence in Capital One’s credit could continue to improve if CEO Rich Fairbank “continues to emphasize the health of Capital One’s consumer in the face of macro headwinds.” General Motors also made the list. Despite what’s expected to be a tough earnings season for automakers, analysts see 32% upside for GM, according to FactSet. The automaker’s consensus earnings estimate is also up over 100% in both the past three month and six month periods. GM 3M mountain GM 3-month chart Emmanuel Rosner of Wolfe Research last week said General Motors “has the clearest path to generate continued earnings growth through 2027+, robust FCF and strong capital returns.” He also sees room for a guidance raise for the 2026 fiscal year, and expects that “incremental efficiencies” will offset higher input costs due to inflation. In Wolfe’s Autos investor poll, 52% of investors were positive on the stock, the second-highest out of automakers included in the survey. In updates to its pipeline, GM announced earlier this month that it plans to bring hybrid models to the U.S. soon, and CEO Mary Barra told CNBC’s Jim Cramer that the company plans to introduce “eyes-off, hands-off” technology by 2028. Momentum extends to the healthcare and hospitality sectors as well, with analysts increasing estimates on Abbott Laboratories and Las Vegas Sands. More than 64% of analysts have a buy rating on Abbott, whose stock is up 17.3% over the past three months through Friday’s close despite the MedTech sector lagging the S & P 500 for most of 2026. Initiating coverage of the healthcare technologies giant at overweight earlier this month, Barclays said it expects accelerating revenue growth from ABT over the next two years as lagging business areas like nutrition and diagnostics start mounting a comeback and success in the medical device segment continues, with 10%-11% growth expected from 2027-2029. Marina Bay Sands owner Las Vegas Sands has seen its consensus earnings estimate surge a whopping 360% to 74 cents per share over the past six months despite the stock tumbling 14% in September and 10% in August. With its business concentrated in the Asia-Pacific region in recent years, long term growth in Macao’s gaming industry and the economic boom provided by events like Formula 1’s Singapore Grand Prix could be giving the stock a lift.
