U.S. Biomarkers Market Forecast 2025-2034: Rising Demands for High-Sensitivity Diagnostics and Personalized Medicine Drive Growth

Morgan Stanley expects 15 stocks to see meaningful catalysts in their upcoming earnings reports. The stocks are expected to reflect near-term catalysts, with consensus estimates implying a significant impact on second quarter earnings per share. The list includes companies from various sectors such as tech, healthcare, and finance. Morgan Stanley's strategists, led by Michelle M. Weaver, have identified these stocks as having the potential to drive significant market movement.

Morgan Stanley's strategists, led by Michelle M. Weaver, have identified 15 stocks that are expected to see meaningful catalysts in their upcoming earnings reports. These stocks are anticipated to reflect near-term catalysts, with consensus estimates suggesting a significant impact on second-quarter earnings per share. The list spans various sectors, including tech, healthcare, and finance, and includes companies like Bristol-Myers Squibb (NYSE: BMY), Coca-Cola (KO), and Alphabet (GOOGL).

Bristol-Myers Squibb, for instance, is poised to receive a key data readout for Cobenfy in Alzheimer’s Disease Psychosis (ADP) in the late third or early fourth quarter. Morgan Stanley highlights that Cobenfy, which was approved by the U.S. Food and Drug Administration for schizophrenia in September 2024, is a critical new product for the company. The upcoming readout from the ADEPT-2 Phase 3 trial is the first of three studies evaluating Cobenfy in ADP, with approval in this indication requiring positive results from two Phase 3 trials [1].

Coca-Cola (KO) is also on the list, with analysts expecting the company to report earnings of 84 cents per share on revenue of $12.6 billion. Jefferies analyst Kaumil Gajrawala expects the company's Q2 print to "exceed the consensus bar and set Coke apart from peers again," citing solid soft drink consumption, accelerating energy growth, and improving forex [2].

Alphabet (GOOGL), the search engine giant, is another notable inclusion. The company is scheduled to release its Q2 numbers after Wednesday's close, with analysts forecasting earnings of $2.17 per share on revenue of $93.7 billion. Wedbush analyst Scott Devitt sees "greater opportunity for upside to second-half estimates as second-quarter expectations remain achievable," despite growing uncertainty due to competition for both Search and YouTube [2].

Other companies on the list include Tesla (TSLA), Verizon Communications (VZ), and Nvidia (NVDA), each with significant upcoming catalysts that could drive market movement. Morgan Stanley's analysis underscores the importance of these catalysts, suggesting that investors should closely monitor these companies' earnings reports for potential market impacts.

References:
[1] https://za.investing.com/news/stock-market-news/bristolmyers-squibb-morgan-stanley-highlights-catalyst-driven-idea-3793711
[2] https://www.kiplinger.com/investing/stocks/17494/next-week-earnings-calendar-stocks