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The first quarter 2026 earnings season continues, with 121 S&P 500 companies scheduled to release results next week, representing about a quarter of the index. Key reports include those from Walt Disney and McDonald's, both Dow Jones Industrial Average components, amid a focus on media, restaurants and gig economy firms. So far, 84% of reporting S&P 500 firms have exceeded earnings expectations.
ai-cio.comThe first quarter 2026 earnings season for the S&P 500 continues next week, with 121 companies scheduled to report results, representing approximately a quarter of the index. CNBC reported that Walt Disney and McDonald's, both in the Dow Jones Industrial Average, are among those set to release earnings. The week's reports highlight media companies, restaurant chains and gig economy platforms.
So far, 63% of S&P 500 members have issued Q1 2026 results. Of those, 84% have topped analysts' earnings expectations, according to data from FactSet. m.
ET. In Q4 2025, Palantir Technologies posted earnings that beat expectations due to strong AI and defense demand. Analysts polled by LSEG expect Palantir Technologies' Q1 2026 earnings to more than double from the year-earlier period.
Loop Capital analyst Mark Schappel wrote in a report last week that recent work, including upbeat management meetings in March, positive field checks and an expert call, points to continued AI momentum and another strong beat and raise versus estimates. Data from Bespoke Investment Group shows Palantir Technologies tops earnings estimates 90% of the time. 1% gain on earnings days.
M. ET. In Q4 2025, Pfizer reported earnings and revenue that topped analysts' estimates despite dwindling demand for its Covid products.
Analysts expect Pfizer's Q1 2026 earnings to post a double-digit decline compared with the same period a year ago, according to LSEG. The Food and Drug Administration approved Veppanu, a breast cancer drug from Pfizer and Arvinas, on Friday. Arvinas CEO Randy Teel told Reuters that the company expects more clarity on pricing for Veppanu after it announces a commercialization deal in the coming weeks.
M. ET.
In Q4 2025, Advanced Micro Devices' earnings topped expectations, and the company provided a stronger-than-expected forecast. LSEG data shows Advanced Micro Devices' Q1 2026 earnings and revenue are expected to grow by double digits compared to a year ago.
Deutsche Bank analyst Ross Seymore wrote that the combination of secular/cyclical revenue tailwinds and operating margin leverage supports revenue/EPS upside potential above Street estimates, but maintains Hold rating due to recent share price appreciation.
Bespoke data shows Advanced Micro Devices tops earnings estimates 62% of the time. Advanced Micro Devices shares fell 17% despite earnings and revenue topping estimates in Q4 2025. m.
ET. In Q4 2025, Uber Technologies revenue surpassed Street estimates, but the company issued soft profit guidance. Analysts expect Uber Technologies' Q1 2026 earnings to decline by double digits but revenue to grow by double digits against the year-earlier period, according to LSEG.
Barclays analyst Ross Sandler said UBER has enough breadth to manage near-term dynamics from higher gas prices and bad weather, and the risk/reward remains attractive despite robotaxi risk. m.
ET. In Q4 2025, Walt Disney topped analyst estimates for both earnings and revenue. LSEG data shows analysts see slight rises in year-over-year earnings and revenue for Walt Disney in Q1 2026. Citigroup analyst Jason Bazinet wrote that Disney's first earnings report under new CEO Josh D'Amaro means investors will assess financial trends and any potential shift in strategy.
Bespoke data shows Walt Disney tops earnings expectations 79% of the time. Walt Disney shares fell after the company posted its last three quarterly reports. m.
ET. In Q4 2025, McDonald's reported quarterly earnings and revenue that both beat analyst estimates. Analysts polled by LSEG expect McDonald's Q1 2026 earnings and revenue to grow by single digits. Rothschild & Co.
Redburn upgraded McDonald's to neutral from sell last week. Rothschild & Co.
U.S. Traffic returned to growth, the two-year stacked same-store sales trend inflected from negative to positive, and GLP-1 remains a risk though cost gates penetration among low-income households. McDonald's stock has gained after its last three earnings reports.
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