A few companies have momentum by their side ahead of their quarterly results out next week. The fourth-quarter earnings season is off to a strong start, with just more than 77% of S & P 500 companies that have reported exceeding expectations. That is well above the 10-year average of 75%, per FactSet . Heading into the busiest week of the reporting period — more than 100 S & P 500 names are slated to post results — CNBC Pro set out to find which stocks analysts have become more bullish on ahead of the releases. Using FactSet, we looked for companies in the broad market index that have seen their average price target move up 10% or more over the past six months. Each stock we found has also had analyst earnings per share estimates increase 10% or more over the past three and six months. Take a look below for the handful of stocks that met this criteria: Shares of software company Palantir have jumped about 11.7% in 2025, after advancing more than a whopping 424% over the past year. Analysts have increased their earnings forecasts for the company by 16.4% over the past three months and roughly 27% over the past six months. After the stock’s massive runup, however, Morgan Stanley has turned negative on future gains. Analyst Sanjit Singh assumed coverage of Palantir earlier this month with an underweight rating. He noted that shares are trading at a premium valuation and that broadly improving artificial intelligence skills could make it difficult for the company to sustain its momentum. Palantir is set to report quarterly results on Monday after market close. PLTR 1Y mountain Palantir stock performance. Allstate , which is due to report on Wednesday, has also had analysts increase earnings estimates about 26% over the past three and six months. The stock is trading just above the flatline in the new year after being hit with worries that the Los Angeles wildfires could lead to losses for the insurance company. Some investors think Allstate, along with other insurance companies and reinsurers, will be able to largely recover from their losses. “It’s possible that the companies will use these fires to justify rate increases around the country in the future. But how insurers will fare if another large natural disaster strikes before this young year concludes is the big question,” a Jan. 16 note from Yardeni Research reads. Allstate shares are still up more than 27% over the past year. ALL 1Y mountain Allstate stock performance. Other stocks on the list with accelerating momentum include media giant Fox and cybersecurity stock Fortinet . Fox and Fortinet are due to report on Tuesday and Thursday, respectively.
#companies #reporting #week #momentum #earnings
