Palantir, AMD, Amazon and More Stocks with Earnings This Week

Benzinga02-02 21:29

The first week of February brings a Super Bowl of earnings with over 100 S&P 500 members, headlined by hyperscale heavyweights, pharmaceutical giants and Main Street favorites. 

  • AMZN stock is moving. See the chart and price action here. 

Here's a look at this week's earnings calendar: 

Monday, Feb. 2

Before Market Open:

The week started early with Walt Disney Co. (NYSE:DIS) reporting its first-quarter results ahead of Monday's opening bell. 

The company reported EPS of $1.63, which beat the $1.57 estimate. Q1 revenue came in at $25.98 billion, ahead of the $25.74 billion estimate.

Disney CEO Bob Iger reportedly told associates he plans to step down and pull back from daily management before his contract expires on Dec. 31, and the board is set to meet this week to vote on a successor.

After Market Close:

All eyes will be on Palantir Technologies Inc. (NASDAQ:PLTR) when it reports earnings after Monday's closing bell. 

Investors will closely monitor Palantir’s commercial customer count and average revenue per customer, as these metrics directly reflect the adoption of its AI platforms beyond government contracts. 

Watch for updates on the company’s profitability margins and free cash flow, which are critical for sustaining its high valuation as the broader software sector feels pressure.

Monday afternoon will also feature reports from: 

  • Teradyne, Inc. (NASDAQ:TER)
  • NXP Semiconductors N.V. (NASDAQ:NXPI)
  • Simon Property Group, Inc. (NYSE:SPG)

Tuesday, Feb. 3

Before Market Open:

Pharmaceutical giants Pfizer Inc. (NYSE:PFE) and Merck & Co., Inc. (NYSE:MRK) will each report on Tuesday morning, along with the following companies: 

After Market Close:

Tuesday really gets cooking after the bell with reports from Advanced Micro Devices, Inc. (NASDAQ:AMD) and Super Micro Computer, Inc. (NASDAQ:SMCI), among others. 

Analysts expect AMD to report earnings of $1.32 per share on revenue of $9.67 billion, according to estimates from Benzinga Pro. 

Investors are looking for a beat-and-raise quarter driven by the continued ramp of MI350 AI accelerators and server CPU market share gains, which analysts believe could propel the stock toward fresh all-time highs.

The following companies will also report on Tuesday after the closing bell: 

Wednesday, Feb. 4

Before Market Open:

Big pharma has another busy morning with Eli Lilly and Co. (NYSE:LLY), Novo Nordisk A/S (NYSE:NVO), AbbVie Inc. (NYSE:ABBV) and GSK plc (NYSE:GSK) all reporting before the market open on Wednesday. 

Investors will also be watching reports from: 

  • GE HealthCare Technologies Inc. (NASDAQ:GEHC)
  • Boston Scientific Corp. (NYSE:BSX)
  • Uber Technologies, Inc. (NYSE:UBER)
  • T. Rowe Price Group, Inc. (NASDAQ:TROW)
  • UBS Group AG (NYSE:UBS)
  • CME Group Inc. (NASDAQ:CME)
  • Phillips 66 (NYSE:PSX)

After Market Close:

The spotlight will be on Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) on Wednesday afternoon. Wall Street is looking for revenue of $111.31 billion for the quarter and earnings of $2.63 per share. 

Investors will keep a close eye on Google Cloud's momentum and the successful monetization of Gemini AI within search and YouTube to ensure the company is maintaining its competitive edge against AI rivals.

  • Qualcomm Inc. (NASDAQ:QCOM)
  • Arm Holdings plc (NASDAQ:ARM)
  • e.l.f. Beauty, Inc. (NYSE:ELF)
  • Snap Inc. (NYSE:SNAP)
  • Symbotic Inc. (NASDAQ:SYM)
  • Coherent Corp. (NYSE:COHR)
  • Wolfspeed, Inc. (NYSE:WOLF)
  • Fluence Energy, Inc. (NASDAQ:FLNC)
  • O’Reilly Automotive, Inc. (NASDAQ:ORLY)
  • Crown Castle Inc. (NYSE:CCI)

Thursday, Feb. 5

Before Market Open:

Oil majors Shell plc (NYSE:SHEL) and ConocoPhillips (NYSE:COP) will report earnings before the market open on Thursday. 

The following companies will also release earnings reports before Thursday's opening bell:

After Market Close:

Amazon.com, Inc. (NASDAQ:AMZN) is expected to report fourth-quarter revenue of $211.32 billion and earnings of $1.98 per share, driven by holiday retail sales and a projected 20% growth in its AWS cloud division. 

Investors will scrutinize the company's massive capex plans for AI infrastructure and seek updates on the wider adoption of its in-house Trainium chips. 

The following companies will also report after Thursday's closing bell: 

Friday, Feb. 6

Before Market Open: 

The week wraps up with a few reports on Friday morning: 

  • Philip Morris International Inc. (NYSE:PM)
  • Under Armour, Inc. (NYSE:UA)
  • Centene Corp. (NYSE:CNC)

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