With earnings season ramping up, several stocks that have a history of surpassing Wall Street expectations present opportunities for investors, according to Evercore ISI. Thirty-five companies in the S & P 500 – and in the Dow Jones Industrial Average – are set to report their latest quarterly results this week, among them big banks like Goldman Sachs and pharmaceutical company Johnson & Johnson . “2Q earnings season will be good,” analysts led by Julian Emanuel, Evercore ISI chief equity and quantitative strategist , said in a report published Sunday. The investment bank expects total second-quarter earnings growth of 10.1%, with the average surprise among S & P 500 companies reaching 5.3%. The Evercore ISI team screened for so-called “Dependable Reporters” — companies in the Russell 1000 index that are about to report and that have delivered sales and earnings above analyst estimates in at least six of the past eight quarters, and no quarters when both sales and earnings missed estimates. The Wall Street firm calls those results “double beats” and “double misses.” Below are some of the stocks that turned up on the Evercore ISI screen. Medical equipment maker Boston Scientific , set to report July 23 before the market opens, has seen six double beats over the past two years, and no double misses. The stock is solidly higher in 2025, adding 17% year to date — more than twice the gain in the S & P 500. BSX .SPX YTD mountain BSX vs. S & P 500, year-to-date Evercore ISI’s outperform rating on Boston Scientific is in the majority on the Street. Nearly all, or 32 out of 35, of the analysts who cover Boston Scientific rate it a buy or strong buy, according to LSEG. The others rate it no more than the equivalent of neutral. The consensus, 12-month price target of about $119 implies almost 14% upside from Monday’s closing price. Cisco Systems has likewise outperformed the broader market this year, gaining nearly 15% and more than 18% in the past three months alone. CSCO 3M mountain CSCO, 3-month Cisco beat Wall Street revenue and profit estimates every quarter over the past two years, and Evercore rates it an outperform, the equivalent of a buy. That dovetails with the rest of the Street’s view too, where 17 of 26 analysts rate the networking equipment maker a buy or strong buy, and where a consensus price target of $71 implies about 5% upside potential. Cisco is set to report its latest results on Aug. 14. Evercore ISI also rates Healthpeak Properties , which has scored double beats in seven of the past eight quarters, an outperform. The real estate investment trust, whose properties range from laboratories to assisted living facilities, is slated to report postmarket on July 24. Healthpeak shares have climbed almost 7% in the past month, outpacing the S & P 500, and yield 6.59%, according to FactSet data.
