📅 STOCKINSIGHT™ WEEKLY EARNINGS PREVIEW

July 27 – July 31, 2026

🚨 The biggest earnings week of the quarter has arrived. More than 300 companies are scheduled to report, including Apple, Amazon, Microsoft, Meta, Visa, Mastercard, Qualcomm, Boeing, Coinbase, Reddit, ARM, and ExxonMobil. The results will provide critical insights into AI spending, consumer demand, cloud computing, semiconductors, financial markets, energy, and the global economy.

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🔹 MONDAY — JULY 27

Cadence Design Systems (CDNS)

Expectations

• AI chip design demand remains exceptionally strong
• Software subscription growth expected to continue
• Outlook for semiconductor customers closely watched

Expected Move: 📈 5%–8%

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Celestica (CLS)

Expectations

• AI server manufacturing continues to drive growth
• Data center demand remains robust
• Margin expansion expected

Expected Move: 📈 8%–12%

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Amkor Technology (AMKR)

Expectations

• Advanced packaging demand fueled by AI chips
• Strong customer orders expected

Expected Move: 📈 6%–9%

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AstraZeneca (AZN)

Expectations

• Oncology portfolio continues to lead growth
• Pipeline updates and full-year guidance in focus

Expected Move: 📈 3%–5%

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🔹 TUESDAY — JULY 28

Visa (V)

Expectations

• Consumer spending remains healthy
• Cross-border payment volumes continue growing
• Stable transaction growth expected

Expected Move: 📈 4%–6%

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PayPal (PYPL)

Expectations

• Branded checkout and Venmo growth in focus
• AI initiatives and profitability closely watched

Expected Move: 📈 7%–10%

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Boeing (BA)

Expectations

• Aircraft deliveries improving
• Production guidance and cash flow remain critical

Expected Move: 📈 6%–9%

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NXP Semiconductors (NXPI)

Expectations

• Automotive chip demand stabilizing
• Industrial semiconductor outlook important

Expected Move: 📈 6%–8%

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KLA (KLAC)

Expectations

• Strong AI-driven foundry investment
• Semiconductor equipment demand remains healthy

Expected Move: 📈 6%–9%

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Seagate Technology (STX)

Expectations

• AI data center storage demand accelerating
• Enterprise HDD pricing remains favorable

Expected Move: 📈 7%–10%

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Royal Caribbean Group (RCL)

Expectations

• Strong bookings and pricing power
• Summer travel demand remains robust

Expected Move: 📈 7%–10%

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🔹 WEDNESDAY — JULY 29

Microsoft (MSFT)

Expectations

• Azure cloud growth remains the headline metric
• AI Copilot adoption continues accelerating
• Capital spending guidance closely watched

Expected Move: 📈 5%–8%

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Meta Platforms (META)

Expectations

• AI advertising continues boosting revenue
• User engagement remains strong
• Investors focused on AI spending outlook

Expected Move: 📈 7%–10%

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ARM Holdings (ARM)

Expectations

• AI licensing demand remains exceptionally strong
• Data center growth expected to accelerate
• Guidance likely to drive volatility

Expected Move: 📈 10%–15%

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Qualcomm (QCOM)

Expectations

• AI smartphones gaining momentum
• Automotive and IoT businesses continue expanding

Expected Move: 📈 6%–9%

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Lam Research (LRCX)

Expectations

• AI memory investment remains strong
• Foundry demand expected to support guidance

Expected Move: 📈 7%–10%

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Fortinet (FTNT)

Expectations

• Enterprise cybersecurity spending remains resilient
• AI-powered security solutions driving demand

Expected Move: 📈 7%–10%

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Robinhood Markets (HOOD)

Expectations

• Strong retail trading activity
• Crypto volumes remain elevated

Expected Move: 📈 9%–13%

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SoFi Technologies (SOFI)

Expectations

• Loan growth remains healthy
• Profitability expected to improve further

Expected Move: 📈 8%–12%

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Vertiv (VRT)

Expectations

• AI data center cooling demand remains exceptional
• Backlog and guidance will be key

Expected Move: 📈 9%–13%

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Starbucks (SBUX)

Expectations

• Store traffic recovery in North America
• China sales remain closely watched

Expected Move: 📈 6%–8%

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Procter & Gamble (PG)

Expectations

• Pricing power remains strong
• Stable organic sales growth expected

Expected Move: 📈 3%–5%

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🔹 THURSDAY — JULY 30

Apple (AAPL)

Expectations

• Services revenue remains a major growth driver
• AI strategy and iPhone demand in focus

Expected Move: 📈 4%–7%

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Amazon (AMZN)

Expectations

• AWS cloud growth remains critical
• Retail margins and AI investments closely watched

Expected Move: 📈 6%–9%

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Coinbase Global (COIN)

Expectations

• Elevated crypto trading volumes
• Stablecoin and subscription revenue growth

Expected Move: 📈 10%–15%

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Reddit (RDDT)

Expectations

• Advertising growth remains strong
• AI licensing revenue continues expanding

Expected Move: 📈 10%–15%

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Mastercard (MA)

Expectations

• Strong payment volumes continue
• Cross-border spending remains healthy

Expected Move: 📈 4%–6%

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Monolithic Power Systems (MPWR)

Expectations

• AI power management demand remains exceptionally strong
• Data center customers continue expanding

Expected Move: 📈 8%–12%

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First Solar (FSLR)

Expectations

• Utility-scale solar demand remains healthy
• Guidance likely to drive shares

Expected Move: 📈 8%–12%

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Ferrari (RACE)

Expectations

• Strong luxury demand continues
• High-margin model mix supports earnings

Expected Move: 📈 5%–8%

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Rivian Automotive (RIVN)

Expectations

• Production and delivery targets in focus
• Cash burn and profitability roadmap watched

Expected Move: 📈 9%–13%

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Roblox (RBLX)

Expectations

• User engagement remains strong
• Advertising and bookings growth key

Expected Move: 📈 9%–13%

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🔹 FRIDAY — JULY 31

Exxon Mobil (XOM)

Expectations

• Oil production and refining margins remain solid
• Shareholder returns remain a focus

Expected Move: 📈 3%–5%

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Chevron (CVX)

Expectations

• Stable upstream production expected
• Strong cash generation continues

Expected Move: 📈 3%–5%

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AbbVie (ABBV)

Expectations

• Skyrizi and Rinvoq continue driving growth
• Pipeline updates remain important

Expected Move: 📈 4%–6%

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Linde (LIN)

Expectations

• Industrial demand remains resilient
• Margin expansion expected

Expected Move: 📈 4%–6%

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Moderna (MRNA)

Expectations

• Vaccine pipeline updates in focus
• Investors watching cash burn and new product progress

Expected Move: 📈 8%–12%

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⭐ TOP 15 EARNINGS TO WATCH

1️⃣ Apple (AAPL)
2️⃣ Amazon (AMZN)
3️⃣ Microsoft (MSFT)
4️⃣ Meta Platforms (META)
5️⃣ ARM Holdings (ARM)
6️⃣ Coinbase (COIN)
7️⃣ Reddit (RDDT)
8️⃣ Qualcomm (QCOM)
9️⃣ Visa (V)
🔟 Mastercard (MA)
1️⃣1️⃣ Boeing (BA)
1️⃣2️⃣ Monolithic Power Systems (MPWR)
1️⃣3️⃣ Vertiv (VRT)
1️⃣4️⃣ Fortinet (FTNT)
1️⃣5️⃣ Exxon Mobil (XOM)

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🎯 MARKET THEMES THIS WEEK

🤖 AI Infrastructure & Semiconductors
☁️ Cloud Computing & Enterprise Software
💳 Digital Payments & Consumer Spending
₿ Crypto & FinTech
✈️ Travel & Aerospace
🚗 Electric Vehicles
🛢️ Energy & Commodities
🩺 Healthcare & Pharmaceuticals

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📊 BIGGEST EXPECTED MOVERS

🥇 ARM (ARM) → 10%–15%
🥈 Coinbase (COIN) → 10%–15%
🥉 Reddit (RDDT) → 10%–15%
4️⃣ Robinhood (HOOD) → 9%–13%
5️⃣ Vertiv (VRT) → 9%–13%
6️⃣ Rivian (RIVN) → 9%–13%
7️⃣ Roblox (RBLX) → 9%–13%
8️⃣ Celestica (CLS) → 8%–12%
9️⃣ Monolithic Power Systems (MPWR) → 8%–12%
🔟 Moderna (MRNA) → 8%–12%

Bottom Line: This week’s earnings will likely set the tone for the broader market heading into August. Investors will be watching whether AI-driven capital spending, cloud growth, consumer resilience, and corporate earnings can justify current market valuations.

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