According to CNBC, Amazon, IQVIA Holdings and Vertiv Holdings are among the S&P 500 companies with the strongest recent upward revisions in earnings estimates ahead of next week's peak earnings period. More than 150 S&P 500 companies are set to report in the coming week, including Apple, Microsoft, Meta Platforms and Amazon on Wednesday and Thursday.
Amazon is scheduled to report on Thursday and sits at the top of the screen after analysts boosted earnings estimates by more than 400% in the past 90 days. Truist Securities reiterated a buy rating and set a $320 price target, implying 38% upside from Friday's close, while analyst Youssef Squali said investors remain focused on AWS and expects sequential acceleration in year-over-year growth for a fifth consecutive quarter. IQVIA is due to report on Tuesday, with Deutsche Bank's Justin Bowers saying the stock has lagged because of what he called misplaced fears about the company's business mix and the threat from AI and machine learning. Deutsche Bank set a $240 price target, or 15% upside, and said recent industry checks and improving biotech funding and Biopharma M&A point to a cyclical recovery in demand. Vertiv is set to report on Wednesday after analysts raised EPS estimates 393% in the past three months. Baird initiated coverage with an outperform rating and a $370 price target, implying 27% upside, and said Vertiv's alignment with NVIDIA supports innovation visibility. Shares are up almost 80% in 2026.
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