Earnings season picks up steam this week with hundreds of S&P 500 companies reporting earnings including several of the Magnificent 7 stocks like Alphabet, Microsoft, and Amazon.
The AI Revolution trade will also be in the spotlight with several key infrastructure companies reporting earnings.
But it’s not just about technology this week. Big pharma, key restaurants like Wingstop, Chipotle and Starbucks, and big oil like ExxonMobil and Chevron will also report earnings.
True Earnings All-Stars
These are five of the top earnings charts this week. They are true earnings all-stars. These companies have excellent earnings surprise track records and some of the stocks are trading near all-time highs.
It’s not easy to beat every quarter, or nearly every quarter, for several years in a row.
Can they beat again?
5 of the Most Important Earnings Charts This Week
1. Vertiv Holdings Co. (VRT)
Vertiv has an excellent earnings surprise track record. It has only missed twice in the last 5 years and the last miss was in 2023.
Shares of Vertiv are down 21% over the last month as the AI trade has weakened. It’s gotten more attractive on its valuation with a forward price-to-earnings (P/E) of just 28.9.
With the bears in charge, will another beat even matter right now for Vertiv and the other AI stocks?
2. Microsoft Corp. (MSFT)
Microsoft has an excellent earnings surprise record with just one miss in the last five years. That miss was all the way back in 2022.
Shares of Microsoft are up 3.2% in the last month, bucking the technology stock weakness. It’s back to trading near its all-time highs.
Will Microsoft beat again this quarter?
3. Eli Lilly & Co. (LLY)
Eli Lilly has strung together five earnings surprises in a row. The shares are up 8% in the last month and are trading near all-time highs.
Eli Lilly isn’t cheap. It trades with a forward P/E of 38 but you are buying the earnings growth which is expected to be up 37% in 2026.
Is it too late to get into Eli Lilly?
4. Sandisk Corp. (SNDK)
Sandisk is an earnings all-star. It hasn’t missed on earnings since it was spun off from Western Digital in 2025.
Shares of Sandisk have fallen 29% over the last month on the fears over the AI slowdown. It is now dirt cheap. Sandisk trades with a forward price-to-earnings (P/E) of just 5.8. A P/E ratio under 10 means a company is a deep value.
Will another Sandisk beat even matter for the stock?
5. Alphabet Inc. (GOOGL)
Alphabet has an excellent earnings track record. It hasn’t missed since the AI Revolution began in 2023.
Shares of Alphabet are down 7.8% in the last month. Alphabet is cheaper than every with a forward P/E of 15.6. That’s near a historic low for the company.
Will Alphabet beat again this quarter?
[In full disclosure, Tracey owns shares of VRT in the Zacks Value Investor portfolio and VRT, MSFT, and GOOGL in her own personal portfolio.]
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Microsoft Corporation (MSFT): Free Stock Analysis Report
Eli Lilly and Company (LLY): Free Stock Analysis Report
Sandisk Corporation (SNDK): Free Stock Analysis Report
Alphabet Inc. (GOOGL): Free Stock Analysis Report
Vertiv Holdings Co. (VRT): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).