4 Stocks Poised for Earnings Bumps: Applied Materials, Amcor, Berry Global, and More

Four companies may see a significant earnings bump this week: Applied Materials, Amcor, Berry Global, and Amazon. Applied Materials provides essential technologies for chip manufacturing, with a growing addressable market. Amcor's merger with Berry Global is expected to boost its earnings, with 12% EPS accretion in fiscal 2026 and at least 35% by the end of 2028. Amazon's earnings report may be influenced by its forward guidance and short-term difficulties.

Four major companies are set to release their earnings reports this week, with analysts expecting significant improvements in financial performance. Among them are Applied Materials, Amcor, Berry Global, and Amazon.

Applied Materials (AMAT)
Applied Materials, a leading provider of semiconductor manufacturing equipment, is scheduled to report its third-quarter fiscal 2025 results on August 14. The company expects net sales of $7.2 billion, representing a 6.2% increase from the year-ago quarter. Non-GAAP earnings per share (EPS) are projected to be $2.35, indicating a 10.4% growth from the previous year [1]. Applied Materials' strong positioning in leading-edge logic, compute memory, and advanced packaging technologies is expected to drive growth, particularly in the AI, hyperscale, and high-performance computing sectors. However, geopolitical tensions and supply chain constraints may pose challenges.

Amcor (AMCR) and Berry Global (BERY)
Amcor, a global packaging company, is set to merge with Berry Global, a leading packaging solutions provider. The merger is expected to result in a significant earnings boost, with EPS accretion of 12% in fiscal 2026 and at least 35% by the end of 2028. This synergy is anticipated to enhance operational efficiencies and expand market reach, particularly in the pharmaceutical and food and beverage sectors [2].

Amazon (AMZN)
Amazon's earnings report may be influenced by its forward guidance and recent short-term difficulties. The company has been facing challenges in logistics, supply chain disruptions, and increasing competition. However, Amazon's long-term growth prospects remain strong, driven by its e-commerce dominance, cloud computing services, and expanding digital content offerings.

Conclusion
Investors and financial professionals should closely monitor these earnings reports, as they provide insights into the financial health and strategic positioning of these companies. The results may impact stock prices and influence investment decisions. Stay tuned for the latest updates and analysis.

References:
[1] https://finance.yahoo.com/news/applied-materials-q3-earnings-play-153700961.html
[2] https://finance.yahoo.com/news/pharmaceutical-packaging-market-trends-company-133300439.html