Earnings Week Ahead: AMD, PLTR, PFE, DIS, O, ET, SHOP, GILD, MCD, CAT, VTRS, BP, UBER, CGC and More

This week's earnings reports feature a diverse range of companies, including AMD, PLTR, PFE, DIS, O, ET, SHOP, GILD, MCD, CAT, VTRS, BP, UBER, and CGC. The reports will provide insight into corporate health, capital allocation, and demand signals across various sectors, including tech, energy, healthcare, consumer, and industrial.

This week's earnings reports feature a diverse range of companies, including AMD, PLTR, PFE, DIS, O, ET, SHOP, GILD, MCD, CAT, VTRS, BP, UBER, and CGC. The reports will provide insight into corporate health, capital allocation, and demand signals across various sectors, including tech, energy, healthcare, consumer, and industrial.

Key insights from these reports include AMD's stretched stock valuation ahead of Q2 earnings, Pfizer's projected changes in its drug portfolio, and Reinsurance Group of America's (RGA) strategic capital allocation strategy.

# AMD's Stock Valuation and Q2 Earnings
Advanced Micro Devices (AMD) is set to release its second-quarter 2025 earnings on August 5. Despite promising revenue expectations, AMD's stock has been trading at a stretched valuation, with a 14-week RSI value of nearly 75, suggesting a significant pullback is likely [1]. The stock price has more than doubled since April, reaching around $179.51 as of the last session. Management will need to report a strong earnings beat and raise guidance to sustain the current valuation.

AMD's growth is expected to be driven by its data center and client segments, with revenues anticipated to grow by double-digit percentages. However, the company faces challenges in the embedded segment and reduced revenues due to new export controls on MI308 shipments to China. Analysts remain divided on AMD's stock, with UBS lifting its 12-month price target to $210 while Goldman Sachs initiated coverage with a "Neutral" rating [1].

# Pfizer's Future Drug Portfolio and Efficiency
Pfizer is expected to have a different top-selling drug lineup in 2030, with a heavier focus on oncology. The company's top-selling blockbuster drugs today include Eliquis, Prevnar pneumococcal vaccines, and Ibrance, but these will lose U.S. patent protection in the next few years. Pfizer is focusing on optimizing its operations and growing modestly, aiming for cost savings of around $1.5 billion by the end of 2027. The company expects to continue paying a great dividend in 2030 [2].

# Reinsurance Group of America's Strategic Capital Allocation
Reinsurance Group of America (RGA) has reignited its share repurchase program and raised its dividend by 4.5% to $0.93 per share, following a six-quarter hiatus. The company has excess capital soaring to $3.8 billion and deployable capital reaching $3.4 billion. RGA's capital allocation framework commits to returning 20%–30% of after-tax operating earnings to shareholders annually through dividends and buybacks. This disciplined approach underscores the company's ability to balance growth and returns [3].

The earnings reports from AMD, Pfizer, and RGA provide valuable insights into corporate health, capital allocation, and demand signals across various sectors. Investors should closely monitor these reports to assess the potential for continued growth or pullbacks in the respective stocks.

# References
[1] https://www.ainvest.com/news/amd-stock-warning-earnings-2508/
[2] https://www.theglobeandmail.com/investing/markets/stocks/BNTX/pressreleases/33770984/where-will-pfizer-pfe-be-in-5-years/
[3] https://www.ainvest.com/news/unlocking-shareholder-rga-strategic-capital-allocation-equitable-transaction-long-term-impact-2508/