Some stocks slated to report their earnings next week have a history of topping Wall Street estimates and seeing a pop in share price thereafter. The fourth-quarter earnings season is about halfway through, and most results have exceeded expectations. Of the more than 290 S & P 500 companies that have reported, 78% have topped analysts’ estimates, per FactSet. Next week promises to be another busy one for the season, with 75 companies in the S & P 500 set to report. Many names in the travel industry are on the docket, alongside more restaurant and semiconductor companies. Against this backdrop, CNBC Pro used data from Bespoke Investment Group to compile a list of companies reporting earnings next week that have a history of beating expectations. The names listed in the table below top estimates at least 75% of the time and average a gain of 1.5% or more on earnings days. One name on the list was Zillow , which is slated to report earnings Tuesday. Shares of the real estate marketplace have surged 51% over the past 12 months. Zillow has beaten its earnings expectations 85% of the time, experiencing a 2.2% pop afterward. Earlier this month, KeyBanc upgraded the stock to an overweight rating from sector weight. “We believe Zillow’s integrated app experience and increased penetration of enhanced markets can continue driving mid-teens growth in a historically challenging real estate market,” wrote analyst Sergio Segura. “Coupled with high incremental margins and a disciplined investment framework, we believe Zillow is poised for outsized margin expansion.” Segura’s $100 price target implies shares of Zillow could rise 20% from current levels. Software firm CyberArk has posted a quarterly earnings beat 98% of the time. Shares have popped an average of 2.88% on the company’s earnings day. CyberArk will next report earnings on Feb. 13. The stock has rallied 59% over the past 12 months. In January, Wells Fargo listed CyberArk as a top stock pick for the first quarter. “CyberArk is our top Tactical 1Q25 idea, as we believe the upcoming Analyst Day on Feb. 24 will serve as a catalyst, where management will likely provide more insight around the growth expectations for Venafi and the core organic business,” analyst Andrew Nowinski wrote. Streaming provider Roku also made the list, beating quarterly earnings expectations 86% of the time. Investors have rewarded its stock by sending it 1.97% higher on average on earnings days. Shares of Roku have tumbled nearly 13% over the past 12 months. The company will post its latest results next Thursday. In January, JMP initiated coverage of the stock at a market outperform. “We believe Roku’s position as the top streaming platform in the U.S. is sustainable given its structural cost advantages,” analyst Matthew Condon wrote in a note. “With multiple catalysts across its Home Screen and The Roku Channel monetization and deepening third-party demand partnerships, we believe revenue estimates can move higher from here,” the analyst added.
