Major Companies Reporting Earnings Next Week
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 03 2026
0mins
Source: CNBC
- Strong Earnings Season Start: So far, 63% of S&P 500 members have reported earnings, with 84% exceeding analyst expectations, indicating market resilience and improved corporate profitability, which could positively impact stock prices.
- Palantir Earnings Expectations: Palantir Technologies is set to report earnings after the market closes on Monday, with analysts expecting earnings to more than double year-over-year due to strong AI and defense demand, potentially driving its stock price higher.
- Pfizer Drug Approval: Pfizer is scheduled to report earnings on Tuesday, and although a double-digit decline in earnings is expected, the FDA's approval of the breast cancer drug Veppanu may provide new revenue growth opportunities, with analysts remaining optimistic.
- McDonald's Earnings Outlook: McDonald's will report earnings on Thursday, with analysts forecasting single-digit growth in earnings and revenue, and the recovery in U.S. traffic suggests business revival potential, despite ongoing cost pressures.
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Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 107.270
Low
50.00
Averages
192.88
High
255.00
Current: 107.270
Low
50.00
Averages
192.88
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Palantir's Pullback Presents Long-Term Investment Opportunity
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- Earnings Improvement: The company's non-GAAP earnings per share skyrocketed 154% to $0.33, significantly exceeding the technology sector's anticipated 45% growth, indicating Palantir's success in increasing customer spending and acquiring new clients.
- Strong Contract Signings: Palantir signed $2.4 billion in new contracts in Q1, nearly doubling its remaining deal value to $11.8 billion, showcasing robust market demand and potential for future revenue growth.
- Broad Market Outlook: The global AI software platforms market is projected to grow from $31 billion to $237 billion, with Palantir's 2026 revenue guidance of $7.66 billion indicating its significant position in this rapidly expanding market.
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- Significant Revenue Growth: Palantir's revenue surged 85% year-over-year in Q1 2026 to $1.63 billion, demonstrating strong performance in the AI software platform market, and despite the stock pullback, its growth potential continues to attract investor interest.
- Earnings Improvement: The company's non-GAAP earnings per share skyrocketed 154% to $0.33, significantly exceeding the technology sector's anticipated 45% growth, indicating Palantir's success in increasing customer spending and acquiring new clients.
- Strong Contract Signings: Palantir signed $2.4 billion in new contracts in Q1, nearly doubling its remaining deal value to $11.8 billion, showcasing robust market demand and potential for future revenue growth.
- Broad Market Outlook: The global AI software platforms market is projected to grow from $31 billion to $237 billion, with Palantir's 2026 revenue guidance of $7.66 billion indicating its significant position in this rapidly expanding market.
See More
Investors Shift Focus to AI Software Stocks
- Stock Recovery: Palantir's stock rose 5.3% in Friday's trading, despite being down over 40% year-to-date, indicating a renewed investor interest in AI software stocks that could support the company's future growth.
- Valuation Dependency: Although Palantir's stock has dropped approximately 36% in 2026 trading, it remains highly growth-dependent with a price-to-earnings ratio of about 77 times and a price-to-sales ratio of 35 times, reflecting market expectations for its future performance.
- Market Dynamics Shift: As AI chip stocks experience pullbacks, investors are reallocating funds into high-profile AI software stocks, with Palantir benefiting from this trend, potentially gaining more attention in future market conditions.
- Risks and Opportunities: While Palantir may benefit from the rotation into software stocks in the short term, its high valuation also suggests significant downside risk if market sentiment turns bearish.
See More
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- Stock Rebound: Palantir's share price increased by 5.3% during Friday's trading, despite the S&P 500 remaining flat and the Nasdaq Composite dropping 0.2%, indicating a renewed investor interest in AI software.
- Investor Rotation: Amidst a pullback in AI chip stocks, investors are shifting from AI chips to high-profile AI software stocks, benefiting Palantir, although its stock is still down 45% from its all-time high.
- Market Valuation: Despite being over 40% below its all-time high, Palantir is trading at a high growth-dependent multiple of approximately 77 times this year's expected earnings and 35 times expected sales, indicating substantial downside risk if market sentiment turns bearish.
- Industry Dynamics: Following disappointing quarterly results from AI chip companies like Micron, which failed to boost stock prices, concerns over AI chip valuations have intensified, leading to a capital shift towards software, which may continue to benefit Palantir's performance.
See More
US Stock Market Under Pressure as Chip Stocks Plummet
- Market Weakness: The S&P 500 and Nasdaq 100 indices fell by 0.07% and 0.75%, respectively, reaching two-week lows, indicating market sensitivity to the weak performance of chipmakers, which may lead to declining investor confidence.
- Chip Stock Plunge: The significant sell-off of Samsung Electronics and SK Hynix caused the South Korean Kospi index to drop over 5%, triggering a global decline in chip stocks and exacerbating market uncertainty.
- Oil Price Decline Impact: WTI crude oil prices fell by more than 3%, easing inflation expectations and supporting stocks; however, the recovery of crude exports to 75% of pre-war levels may influence future market dynamics.
- Consumer Sentiment Revision: The University of Michigan's consumer sentiment index was revised upward to 49.5, although still below the expected 50.0, reflecting cautious consumer attitudes towards the economic outlook, which could affect retail and consumer-related stocks.
See More
Software Stocks Rally as Moderna Surges 11% on Long-Term Strategy
- Software Sector Strength: Despite a broader tech sector decline, the iShares Expanded Tech-Software Sector ETF (IGV) rose by 3%, with Microsoft and Salesforce both gaining over 4%, indicating strong market confidence in software companies that may drive future investment inflows.
- Moderna's Strategic Shift: Moderna's stock surged 11% after detailing its long-term strategy at its annual Science Day, expanding beyond vaccines to include mRNA-based oncology and rare disease treatments, showcasing its potential for growth in the biotech sector.
- Healthcare Sector Rally: The S&P 500 healthcare sector outperformed, rising over 2%, with Veeva Systems and Eli Lilly both up 7%, reflecting increased investor confidence in the healthcare industry and signaling potential growth opportunities ahead.
- ON Semiconductor's Acquisition: ON Semiconductor announced a nearly $7 billion all-stock deal to acquire Synaptics, resulting in a 23% stock drop, yet it is expected to increase the company's total addressable market by $30 billion, highlighting its strategic expansion intentions in the semiconductor industry.
See More
SpaceX IPO Sparks Market Debate Over Valuation
- IPO Fundraising Scale: SpaceX's IPO raised approximately $75 billion, making it the largest and arguably most controversial IPO in history; despite briefly surpassing Microsoft and Amazon in market cap, its profitability remains a concern.
- Valuation Issues: With a market cap exceeding $2 trillion and trading at $135, SpaceX reported a net loss of $4.9 billion in 2025 against revenues of $18.7 billion, resulting in a staggering price-to-sales ratio of 109, making it the most expensive megacap stock.
- Lockup Period Risks: SpaceX's staggered lockup period is set to end on December 8, 2026, with the first selling window opening after the Q2 2026 earnings release, which could exert downward pressure on the stock as many employees may want to sell shares to lock in gains.
- Market Outlook: While SpaceX commands an 80% share of the U.S. commercial launch market and Starlink generated $11.4 billion in revenue, the high valuation and impending lockup period suggest it may be wiser to keep it on a watch list rather than buy immediately.
See More
