Earnings Season Kickoff: What to Expect from Our 8 Key Stocks

As earnings season gets underway, investors are eager to see how the eight key stocks on our radar will perform. With the S&P 500 expected to report double-digit earnings growth in CY 2025, let's take a closer look at what these companies have in store for us.



1. JPMorgan Chase (JPM)
- Q4 2025 Earnings Estimate: $4.03 per share
- YoY Growth: 32.9%
- JPMorgan Chase is expected to report strong earnings growth, driven by a strong economy and the Fed's rate cuts. The company's diversified business model and exposure to various sectors should help it weather any economic headwinds.

2. UnitedHealth Group (UNH)
- Q4 2025 Earnings Estimate: $6.75 per share
- YoY Growth: 9.6%
- UnitedHealth Group is expected to benefit from increasing demand for healthcare services and technological advancements. The company's diversified business model and strong financial position should help it maintain its competitive edge.

3. SLB (SLB)
- Q4 2025 Earnings Estimate: $0.90 per share
- YoY Growth: 4.7%
- SLB is expected to report modest earnings growth, reflecting the volatile nature of the energy sector. However, the company's strong operational performance and cost-cutting measures should help it maintain its profitability.

4. The Travelers Companies (TRV)
- Q2 2025 Earnings Estimate: $3.37 per share
- TRV is expected to report strong earnings growth, driven by a strong economy and favorable interest rate environment. The company's diversified business model and strong financial position should help it maintain its competitive edge.

5. Advanced Micro Devices (AMD)
- Q3 2024 Revenue: $6.8 billion (18% YoY growth)
- AMD's strong revenue growth is expected to continue, driven by expansion in data center GPU and CPU markets, as well as the emergence of AI-capable PCs and platforms. The company's competitive landscape and product innovation should help it maintain its market share.

6. Nvidia (NVDA)
- Q3 2025 Earnings Estimate: $1.12 per share (15.2% YoY growth)
- NVDA is expected to maintain its dominance in the data center GPU market, driven by its strong software ecosystem and established customer base. The company's competitive landscape and product innovation should help it maintain its market share.

7. Tesla (TSLA)
- Q4 2024 Revenue: $27.27 billion (7.5% YoY growth)
- TSLA's revenue growth is expected to continue, driven by increasing demand for electric vehicles and innovative technologies. The company's competitive landscape and product innovation should help it maintain its market share.

8. Microsoft (MSFT)
- Q3 2025 Earnings Estimate: $3.51 per share (12.3% YoY growth)
- MSFT is expected to report strong earnings growth, driven by increasing demand for cloud services, AI, and productivity tools. The company's competitive landscape and product innovation should help it maintain its market share.

In conclusion, the earnings reports of these eight companies align with their respective sectors' long-term growth prospects. The key fundamentals driving their performance include earnings growth, revenue growth, net profit margins, market share, competitive landscape, and product innovation. As earnings season unfolds, investors should keep a close eye on these companies and their respective sectors to capitalize on potential opportunities.