Author: Chris Katje

Meta Platforms (NASDAQ:META) is one of the top-performing Magnificent 7 stocks in 2025 and could highlight its AI investments when the company reports second-quarter financial results after market close Wednesday.

Here are the earnings estimates, what experts are saying ahead of the report, and key items to watch.

Earnings Estimates: Analysts expect Meta Platforms to report second-quarter revenue of $44.6 billion, up from $39.1 billion in last year’s second quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in 11 straight quarters.

Analysts expect the company to report second-quarter earnings per share of $5.86, up from $5.16 in last year’s second quarter. The company has beaten analyst estimates for earnings per share in nine straight quarters.

Meta’s guidance calls for second-quarter revenue to be in a range of $42.5 billion to $45.5 billion.

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What Experts are Saying: Freedom Capital Markets Chief Global Strategist Jay Woods said Meta stock has had mild reactions after the last four quarterly reports, with three rallies and one sell-off, each move being 5% or less.

Woods said the implied volatility for the current earnings day is a move of +/- 7.4%.

As for what investors are watching in the current earnings report, Woods highlights two key areas.

“How is ad growth adding to its bottom line? What is the future CapEx spend looking like and has their AI spend started to see a return on its investment?” Woods asks.

The market expert said Ad growth and AI spending will be the keys to watch.

Bank of America Securities analyst Justin Post highlighted Meta’s aggressive AI spending and investments on grabbing top AI talent from other companies as an item to watch in the company’s quarterly expenses.

The analyst reiterated a Buy rating and $775 price target ahead of the report.

Post said items to watch include the company’s investment in Scale AI and the formation of the company’s Super Intelligence team.

The analyst expects Meta to report strong guidance with AI-driven improvements helping ad revenue along with increased monetization for Threads, WhatsApp and messaging.

Key Items to Watch: A report in July highlighted Meta’s Threads platform growing to more than 350 million registered users and having 115.1 million daily active users on the mobile app.

The latest mobile daily active user numbers put Threads close to the same total as rival X, although Threads significantly trails X in web traffic.

Threads could be the next platform for Meta to focus on monetization with its growing user base and metrics.

In the first quarter, Meta Platforms saw its family daily active people total up 6% year-over-year to 3.43 billion.

The company reported a 5% year-over-year increase in the number of ad impressions and a 10% year-over-year increase in the average price per ad. Investors and analysts will be closely watching these metrics.

Meta CEO Mark Zuckerberg called the first quarter “a strong start to an important year.” Zuckerberg said Meta AI had around 1 billion monthly active users at the time.

Investors and analysts will be looking for updates on important milestones like this as the company spends more on AI.

META Price Action: Meta stock is down 0.9% to $710.87 on Tuesday versus a 52-week trading range of $450.80 to $747.90. Meta stock is up 18.6% year-to-date in 2025.

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Photo: Skorzewiak/Shutterstock

Microsoft Corporation (NASDAQ:MSFT) is expected to highlight growth from AI and cloud services when the technology giant reports its fourth-quarter financial results on Wednesday after the market close.

Here are the earnings estimates, what experts are saying, and key items to watch.

Earnings Estimates: Analysts expect Microsoft to report fourth-quarter revenue of $73.8 billion. That’s up from $64.7 billion in last year’s fourth quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in nine straight quarters.

Analysts expect Microsoft to report fourth-quarter earnings per share of $3.37, up from $2.95 in last year’s fourth quarter. The company has beaten analyst estimates for earnings per share in 11 straight quarters.

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What Experts Are Saying: Microsoft has been a standout tech stock in 2025. Its shares are up 22% year-to-date and trading at all-time highs, as highlighted by Freedom Capital Markets Chief Global Strategist Jay Woods.

“The question is—can they keep the momentum going?” Woods asks in a weekly newsletter.

Woods expects investors to ask how Microsoft is integrating its AI spending into products and whether it’s boosting revenue.

Another key focus is Microsoft’s cloud services performance, Woods says, noting how Azure will “bolster” cloud operations.

Wedbush analyst Dan Ives reiterated an Outperform rating and $600 price target ahead of Microsoft’s quarterly results.

“We expect more good news next week from Redmond as Nadella & Co. will deliver another robust quarter driven by the AI Revolution,” Ives said in a recent analyst note.

Ives said Microsoft is “firing on all cylinders” ahead of the earnings report.

In his latest note, Ives said the $600 price target could be “conservative.” Microsoft will be the next company to join the $4 trillion market capitalization club this summer and possibly hit $5 trillion in the next 18 months, he predicts.

Here are some other recent analyst ratings on Microsoft and their price targets:

• Raymond James: Maintained Outperform rating, raised price target from $490 to $570
• Stifel: Maintained Buy rating, raised price target from $500 to $550
• Evercore ISI Group: Maintained Outperform rating, raised price target from $515 to $545
• Loop Capital: Maintained Buy rating, raised price target from $550 to $600
• UBS: Maintained Buy rating, raised price target from $500 to $600

Key Items to Watch: Microsoft’s earnings report comes as the company is investigating whether a leak from its early alert system for cybersecurity companies may have contributed to hackers being able to exploit flaws in the SharePoint service.

The company may provide an update on the cybersecurity item and the potential financial ramifications of the hack.

Investors and analysts will likely center on AI and cloud when Microsoft reports results and management share commentary on the results and future guidance. Microsoft saw growth across its main segments in the third quarter with Intelligent Cloud revenue up 21% year-over-year, the most of any main segment.

Overall cloud revenue is up 20% year-over-year.

“Cloud and AI are the essential inputs for every business to expand output, reduce costs, and accelerate growth,” Microsoft CEO Satya Nadella said at the time. “From AI infra and platforms to apps, we are innovating across the stack to deliver for our customers.”

Microsoft’s earnings report could have a huge impact on some of the largest stock market indexes and ETFs. The stock is a member of the S&P 500, Dow Jones Industrial Average and Magnificent 7.

With its high stock price, Microsoft is the second largest weighting (7.0%) in the SPDR Dow Jones Industrial Average ETF (NYSE:DIA), which tracks the price-weighted Dow Jones Industrial Average.

Microsoft is also the second-largest holding in the SPDR S&P 500 ETF Trust (NYSE:SPY), which tracks the S&P 500 at 7.0% of assets.

In the Roundhill Magnificent Seven ETF (BATS:MAGS), Microsoft is the fifth-largest holding at 13.9% of assets.

Microsoft is one of several Magnificent 7 stocks that will report during the week and could be one of the most important stocks given its prominence in these key indexes along with its presence among key growth sectors like AI and cloud.

MSFT Price Action: Microsoft stock is up 0.3% to $514.04 on Tuesday versus a 52-week trading range of $344.79 to $518.29. Microsoft stock is up 22.8% year-to-date, outperforming the S&P 500 (+8.8%) and Dow Jones Industrial Average (+5.3%).

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Parcel delivery company United Parcel Service (NYSE:UPS) could provide a gauge on shipping demand from consumers against the backdrop of tariffs and macroeconomic concerns when the company reports second-quarter financial results Tuesday before market open.

• UPS shares are lagging the market. Check the latest price here.

Here are the earnings estimates, what experts are saying and key items to watch.

Earnings Estimates: Analysts expect UPS to report second-quarter revenue of $20.87 billion, down from $21.82 billion in last year’s second quarter, according to data from Benzinga Pro.

The company beat analyst estimates for revenue in the first quarter, but has missed estimates in nine of the last 10 quarters.

Analysts expect UPS to report second-quarter earnings per share of $1.57, down from $1.79 in last year’s second quarter. The company has beaten analyst estimates for earnings per share in two straight quarters and in six of the last 10 quarters overall.

Read Also: UPS To Cut 20,000 Jobs, Close Facilities As Amazon Shipments Drop Amid Trump Tariffs

What Experts Are Saying: Recent history has proven unkind to United Parcel Services when reporting quarterly financial results, as highlighted by Freedom Capital Markets Chief Global Strategist Jay Woods.

“Earnings season has not been kind to the global shipper. Shares have fallen after 10 of the last 13 quarterly reports with an average one-day loss of -3.6%,” Woods said in a weekly newsletter.

Woods said that even the quarters in which UPS beat estimates saw shares often decline due to disappointing guidance.

“Growth concerns continue. Revenue and net income have declined since 2022, and EPS is still below 2020 levels. Add in profit deterioration due to tariffs, weaker small-business demand, and Amazon share loss and investors have been taking their portfolios allocations to more promising destinations.”

Woods said the “one-year daily chart” for UPS is “showing signs of life” as shares could rally back to $112, the stock’s 200-day moving average. The market expert cautions that UPS still needs to show that the worst is over for the stock.

“Over the long term, shares still have some work to do. Usually for turnarounds to occur it takes multiple quarters of good news and positive price action. We have one good one in the books, let’s see if they can make it two this week when they report.”

UPS focusing on internal efficiencies and cost reductions to boost profitability could be a winning strategy, Bank of America analyst Ken Hoexter said ahead of the company’s quarterly results.

The analyst maintained a Buy rating and $115 price target.

Hoexter said UPS offers exposure to ecommerce growth and trades at attractive valuation multiples. The analyst highlighted the company divesting low-margin operations and reducing overall costs.

The analyst was cautious on the phased removal of revenue from Amazon.com Inc. (NASDAQ:AMZN) and a potential slow macroeconomic recovery.

Here are other recent analyst ratings on UPS and their price targets:

• Citigroup: Maintained Buy rating, raised price target from $122 to $127
• JPMorgan: Maintained Neutral rating, lowered price target from $110 to $107
• UBS: Maintained Buy rating, lowered price target from $128 to $124

Key Items to Watch: After missing analyst estimates for multiple quarters, UPS turned in a strong first-quarter report. Analysts and investors are looking for further momentum in the second quarter.

In the first quarter, UPS saw its domestic segment revenue increase 1.4% year-over-year and its international segment revenue rise 2.7% year-over-year, helping to offset weakness from other segments.

Cost cuts will be a big topic with the company announcing job cuts back in April and a decision to lower Amazon delivery volume.

Investors and analysts will want to see where the company’s growth is going to come from without the Amazon delivery volumes.

All eyes will be on the company’s guidance for the full fiscal year with two quarters completed, which will highlight what investors should expect from the company and the overall sector in the second half of the calendar year.

UPS’s report comes a month after FedEx Corporation (NYSE:FDX) reported quarterly results. FedEx beat analyst estimates for revenue and earnings per share in the quarter, but its guidance disappointed, sending both FedEx and UPS shares down.

Price Action: UPS stock is down 1.4% to $102.09 on Monday versus a 52-week trading range of $90.55 to $145.01. UPS stock is down 17.6% year-to-date, trailing the -11.7% performance of its peer, FedEx, and the 8.9% gain of the S&P 500.

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Electric vehicle giant Tesla Inc. (NASDAQ:TSLA) is expected to provide an update on demand and the performance of its robotaxi tests when the company reports its second-quarter financial results after the market close on Wednesday.

Here are the earnings estimates, what analysts are saying and key items to watch.

Earnings Estimates: Analysts expect Tesla to report second-quarter revenue of $22.79 billion, down from $25.50 billion in last year’s second quarter, according to data from Benzinga Pro.

The company has missed analyst estimates for revenue in three straight quarters and missed estimates in six of the last seven quarters overall.

Analysts expect Tesla to report second-quarter earnings per share of 42 cents per share, down from 52 cents per share in last year’s second quarter. The company has missed analyst estimates for earnings per share in two straight quarters and missed estimates in six of the last seven quarters overall.

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What Analysts Are Saying: Tesla analysts are mixed ahead of the second-quarter report, with several Neutral ratings and downgrades expected in July.

One analyst who remains bullish on Tesla is Wedbush analyst Dan Ives, a frequent Tesla bull. Ives maintained an Outperform rating and $500 price target on Tesla ahead of the earnings report.

Ives said the Street will focus on demand stabilization and robotaxi expansion. The analyst also highlighted the differences between Tesla’s performance in July and April.

“On the April earnings call the big focus was Musk officially leaving the Trump Administration and pressure to refocus on being CEO on Tesla…now investors are seeing more of a ‘wartime CEO’ as Elon is laser focused on the Robotaxi expansion in Austin,” Ives said.

Ives said more cities are coming for the Robotaxi expansion, calling it a “key autonomous initiative for the company.”

“Front and center for investors are the AI initiatives happening under the hood of Tesla with the Street listening carefully for any more direction around a Tesla investment into xAI which will require a shareholder vote later this year.”

Ives said Tesla is a clear future leader in artificial intelligence and robotics and that could be highlighted during the financial results and conference call.

“We believe the autonomous valuation is worth $1 trillion alone to the Tesla story over the next few years.”

The analyst said Tesla had weakness in China in prior quarters, but the region could be rebounding based on June sales, which were up year-over-year for the first time in eight months.

“If Musk continues to lead and remain in the driver’s seat at this pace, we believe Tesla is on a path to an accelerated growth path over the coming years.”

Ives said Tesla is at a “positive crossroads” in its story with Musk focused as the CEO, robotaxi expansion beginning, demand stabilization coming and the company ready to embark on aggressive AI growth.

Bank of America analysts maintained a Neutral rating on Tesla ahead of the report, while raising the price target from $305 to $341.

The analysts raised the price target due to optimism for robotaxis and the promise to have unsupervised FSD in place by the end of 2025. Bank of America remained cautious about the pressures on the EV industry overall due to the elimination of federal tax credits.

“Tesla is the most challenged among the three OEMs given disappointing deliveries, IRA incentives phasing out, and tariffs,” the analysts said.

Here are other recent analyst ratings on Tesla and their price targets:

• Goldman Sachs: Maintained Neutral rating, lowered price target from $315 to $285
• Mizuho: Maintained Outperform rating, lowered price target from $390 to $375
• Guggenheim: Reiterated Sell rating with $175 price target
• William Blair: Downgraded from Outperform to Market Perform rating with no price target

Key Items to Watch: Investors and analysts will be watching many items in Tesla’s financial results and conference call including robotaxis, tariffs, Tesla Diner, Cybertruck demand, EV tax credits, Trump administration impact, China, Europe and a vote on xAI ownership.

Tesla already reported second-quarter deliveries of 384,122, which were down from 443,956 in last year’s second quarter. Production of 410,244 units in the quarter was down slightly from 410,831 in last year’s second quarter.

Among the items closely watched in demand is the Cybertruck. While Tesla doesn’t break out the newer vehicle individually, reports suggest that the Cybertruck has fallen behind the F-150 Lightning and Hummer EV for third place among electric pickup trucks.

Original production plans called for capacity to make 250,000 Cybertrucks annually, but the vehicle is selling less than 50,000 per year. Tesla could comment on the future of the vehicle.

Tesla probably won’t comment on or take action regarding its Bitcoin (CRYPTO). Still, it could become a future catalyst with the elimination of corporate tax credits for EV companies acquired by other automakers.

Tesla CEO Elon Musk will likely be asked multiple questions about the current White House administration and President Donald Trump. After a close friendship, the two had a falling out that could spill over to Tesla.

Trump threatened to look into the subsidies that Musk-related companies receive. Trump has also nominated a head of NHTSA who is opposed to autonomous vehicles, a potential roadblock to Tesla’s robotaxi growth.

After not giving much color on full-year guidance after first-quarter results, investors and analysts will want to hear more. Tesla said its 2025 guidance would be revisited in the second-quarter update, which will be released on Wednesday.

Timelines from the company will be closely watched with the first-quarter update, which is expected to confirm that the company remains on track to start production of more affordable models in the first half of 2025 and for the Cybercab to begin volume production in 2026.

TSLA Price Action: Tesla stock was up 1.1% to $332.11 on Tuesday versus a 52-week trading range of $182.00 to $488.54. Tesla stock is down 12.4% year-to-date in 2025.

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The Coca-Cola Company (NYSE:KO) could have some of the most prominent people in the U.S. watching along when the beverage giant reports second-quarter financial results Tuesday before market open.

Here are the earnings estimates, what experts are saying ahead of the report, and the key items to watch.

Earnings Estimates: Analysts expect Coca-Cola to report second-quarter revenue of $12.54 billion. That’s up from $12.36 billion in last year’s second quarter, according to data from Benzinga Pro.

The company had a rare revenue miss in the first quarter. However, it beat analyst estimates for revenue in nine of the last 10 quarters overall.

Analysts expect Coke to report quarterly earnings of 83 cents per share, down from 84 cents in last year’s second quarter. The company has beaten analyst estimates for earnings per share in five straight quarters and eight of the last 10 quarters overall. Over the past 10 quarters, Coca-Cola has not missed consensus estimates a single time, with eight beats and two quarters coming in line with estimates.

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What Experts Are Saying: Coca-Cola’s financial results come at an interesting time. Rival PepsiCo (NASDAQ:PEP) recently reported earnings on July 17, and President Donald Trump highlighted the company, according to Freedom Capital Markets Chief Global Strategist Jay Woods‘ weekly newsletter.

“Coca-Cola is hoping to follow in Pepsi’s footsteps when they report on Tuesday,” Woods said.

Pepsi beat analyst estimates for both earnings per share and revenue. The company also raised full-year guidance for earnings per share.

Shares of the President’s favorite drink made headlines last week when he posted to social media that the soda giant would be using American-made sugar cane in their signature Coca-Cola. The company didn’t appear fully on board, and neither confirmed nor denied those reports.

Woods said the two key metrics to watch in Coca-Cola’s quarterly results are how the weak dollar is impacting earnings and if the company raises guidance. Woods said the weak dollar could help the company’s performance in some of its biggest foreign markets, including Latin America and Asia.

Resilient growth, strategic tailwinds and improving fundamentals were highlighted as reasons Bank of America Securities analyst Bryan D. Spillane remains bullish on Coca-Cola.

The analyst stated that the second half of 2025 appears favorable for the company’s bottlers, which should contribute to EBIT and earnings per share growth.

Spillane reiterated a Buy rating on Coca-Cola and price target of $66 in the latest report.

The analyst said Coca-Cola should continue to outpace multinational peers, and the strength of the company is not fully priced into the stock.

Key Items to Watch: Coca-Cola gained significant attention last week when Trump announced that he convinced the company to use real cane sugar in its U.S. beverages. The company has yet to confirm or deny this. Coca-Cola brass will likely be put to the test with questions from analysts this week.

The taste of Coca-Cola varies in different countries due to the sweetener used or whether the product contains real cane sugar.

The beverage giant could look to split the difference and keep its regular Coca-Cola, while also offering a version with real cane sugar. Coca-Cola is unlikely to switch completely to cane sugar due to the higher costs and logistics involved.

Speaking of Trump, Coca-Cola warned about the impact of tariffs earlier this year with higher costs for aluminum leading to potentially using more plastic. The company could give an update on how tariffs are impacting operations and what it means for costs and the consumer.

Along with Trump providing plenty of attention for Coca-Cola, the stock will also attract attention from investors thanks to its positioning in the Dow Jones Industrial Average and being a key holding of Warren Buffett’s Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK).

Coca-Cola is the 28^th largest holding in the SPDR Dow Jones Industrial Average ETF (NYSE:DIA), due to the index being price-weighted. High volatility for Coca-Cola stock would have less impact on the Dow Jones than one of the higher-priced stocks in the index.

Buffett’s Berkshire Hathaway owns 400 million Coca-Cola shares, representing more than 9% of the beverage giant. Coca-Cola makes up over 9% of the Berkshire Hathaway stock portfolio, which means high volatility for the stock could impact Berkshire shares.

Pepsi’s reported flat growth for its Pepsi Beverages North America segment, while International Beverages were up 3%. In the first quarter, Coca-Cola had 3% growth in North America and 7% growth in the Europe, Middle East and Africa region.

Investors and analysts will be looking for year-over-year growth across several of the company’s business segments.

Price Action: Coca-Cola stock is up 0.3% to $70.08 on Monday versus a 52-week trading range of $60.62 to $74.38. Coca-Cola stock is up 13.3% year-to-date in 2025.

Pepsi stock trades at $140.97 on Monday, down 6.1% year-to-date in 2025.

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Bank of America Corporation (NYSE:BAC) looks to keep a streak of beating analyst estimates alive when the company reports second-quarter financial results before the market opens Wednesday.

Here’s a look at the current analyst estimates, what analysts are saying ahead of the report, and key items to watch.

Earnings Estimates: Analysts expect Bank of America to report second-quarter revenue of $26.81 billion, up from $25.54 billion in last year’s second quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in five straight quarters and in nine of the last 10 quarters overall.

Analysts expect Bank of America to report second-quarter earnings per share of 87 cents, up from 83 cents per share. The company has beaten analyst estimates for earnings per share in more than 10 straight quarters.

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What Analysts Are Saying: Several analysts have downgraded Bank of America stock ahead of the quarterly financial results.

HSBC recently downgraded the stock from Buy to Hold, while also raising the price target from $47 to $51.

Analyst Saul Martinez said there are “downside risks” that are not priced into large U.S. banks like Bank of America. The analyst also downgraded JPMorgan and Goldman Sachs.

The analyst noted that factors such as macroeconomic uncertainty, the potential for economic growth to slow going forward, and future interest rate cuts in 2025 and 2026 could impact the stock’s future valuation.

Martinez said regional banks may be more favorably valued and ripe for rallies.

Here are other recent analyst ratings for Bank of America and their price targets:

• Truist: Maintained Buy rating, raised price target from $51 to $53
• RBC Capital: Maintained Outperform rating, raised rice target from $45 to $53
• Baird: Downgraded from Outperform to Neutral, with price target of $52
• Citigroup: Maintained Buy rating, raised price target from $50 to $54

Key Items to Watch: Bank of America’s earnings report comes a day after peer JPMorgan & Chase reported results. JPMorgan beat analyst estimates for both revenue and earnings per share and set the table for high expectations being placed on the banking sector.

One person who will be paying close attention to Bank of America’s earnings report is Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK) CEO Warren Buffett. The banking company is the third-largest holding in the conglomerate’s investment portfolio.

The Bank of America stake is valued at $29.2 billion. Berkshire has been cutting its stake in Bank of America in recent quarters. Buffett may be looking for specifics or overall health to determine if it makes sense to further trim the position.

Bank of America’s earnings report and subsequent stock move will also be closely followed by owners of the SPDR Select Sector – Financials ETF (NYSE:XLF), with the bank the fifth largest holding at 4.2% of assets.

Recent stress tests were passed by major banks, which could lead to increased dividend payouts and share buybacks, and also open banks to more capital-intensive uses. Analysts may ask the company how it plans to use its cash after the recent stress test.

BAC Price Action: Bank of America stock was down 1.9% to $46.15 on Tuesday versus a 52-week trading range of $33.06 to $49.30. Bank of America stock is up 4.6% year-to-date in 2025.

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Banking giant JPMorgan Chase & Co (NYSE:JPM) could provide a detailed look at the health of the American economy and consumer and have a big impact on several ETFs when the company reports second-quarter financial results Tuesday before market open.

Here are the earnings estimates from analysts, what experts are saying ahead of the report and the key items to watch.

Earnings Estimates: Analysts expect JPMorgan to report second-quarter revenue of $44.17 billion, down from $50.99 billion, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in more than 10 straight quarters.

Analysts expect the company to report second-quarter earnings per share of $4.48, up from $4.40 in last year’s second quarter. The company has beaten analyst estimates for earnings per share in more than 10 straight quarters.

Read Also: JPMorgan, Citi To Kick Off Bank Earnings As Wall Street Sees Profit Boom

What Experts Are Saying: JPMorgan is one of several large financial institutions that will report quarterly financial results this week.

“The sector itself has been outperforming the S&P 500, experiencing new all-time highs and has been a leading sector in the most recent market rebound,” Freedom Capital Markets Chief Global Strategist Jay Woods said in a weekly newsletter.

Because banks have passed the Fed’s stress test with “flying colors,” Woods expects increased growth or potential M&A activity.

“There is hope that a banking renaissance is on the horizon and maybe this quarter will give a more rosy outlook than more recent forecasts,” he adds.

Here are recent analyst ratings on JPMorgan & Chase:

• Truist: Maintained Hold rating, raised price target from $280 to $290
• Evercore ISI Group: Maintained Outperform rating, raised price target from $280 to $298
• Citigroup: Maintained Neutral rating, raised price target from $250 to $275

Key Items to Watch: Woods notes five of the top holdings from the SPDR Select Sector Fund – Financial (NYSE:XLF).

JPMorgan is the second-largest holding in the ETF at 10.87% of assets. The ETF could be highly volatile during a week of multiple earnings releases and the pressure of JPMorgan’s report.

Another ETF that could be impacted is the SPDR Dow Jones Industrial Average ETF (NYSE:DIA). JPMorgan is the 11^th largest holding in the ETF that tracks Dow Jones Industrial Average.

Investors and analysts will closely watch JPMorgan for several items in the quarterly results. These include overall revenue, investment banking, Consumer & Community Banking and Commercial & Investment Bank. Such business segments can exhibit growth or a decline in revenue, and possibly gauge the overall health of the American economy.

Another critical factor is commentary from CEO Jamie Dimon regarding the firm’s future and the banking sector. Dimon offered warnings about geopolitics, tax reform, tariffs, inflation and volatility after the company’s first-quarter results. Investors and analysts will be looking to see if Dimon remains concerned or turns optimistic.

Price Action: JPMorgan stock is up 0.4% to $287.94 on Monday versus a 52-week trading range of $190.90 to $296.40. JPMorgan stock is up 20% year-to-date in 2025.

The SPDR Select Sector Fund- Financial ETF is up 8.9% year-to-date in 2025.

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Footwear and apparel leader Nike Inc (NYSE:NKE) could highlight a continued turnaround effort and its go-forward growth strategy when it reports fourth-quarter financial results after the market closes on Thursday.

Here’s a look at the analyst estimates, what experts are saying and key items to watch.

Earnings Estimates: Analysts expect Nike to report fourth-quarter revenue of $10.71 billion, down from $12.61 billion in last year’s fourth quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in two straight quarters and beaten estimates in six of the last 10 quarters overall.

Analysts expect Nike to report fourth-quarter earnings per share of 12 cents, down from 99 cents per share in last year’s fourth quarter.

The company has beaten analyst estimates for earnings per share in seven straight quarters and nine of the last 10 quarters.

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What Experts Are Saying: Investors who are looking to buy Nike stock may want to wait until after the dust settles from the latest earnings report.

“Nike has traded lower after eight of its last nine earnings reports, including the last six in a row,” Freedom Capital Markets Chief Global Strategist Jay Woods said in a weekly newsletter.

Woods said Nike stock is down 66% from its all-time high in 2021.

“Earnings have not been good to the iconic sports brand. Shareholders have been anxiously waiting for new management to turn things around, but high inventories and now tariff concerns have stymied any sense of a sustainable rally.”

Looking at the stock chart, Woods said “things aren’t looking good.”

“For this stock to finally reverse it needs more time and a few quarters of solid growth. It may be wiser trying to buy shares on a breakdown towards its lows around $52.”

Needham analyst Tom Nikic said Nike stock could have modest upside in the fourth-quarter earnings, but the turnaround efforts are not over, in a recent note.

The analyst maintained a Buy rating, while reducing the price target from $75 to $66.

Nikic said estimates for the fourth quarter are conservative, while Street expectations for the next fiscal year are “too high” due to the impact of tariffs.

“While we believe that last year’s change in leadership will eventually lead to brighter days for Nike, the company still has a lot of work to do to reignite brand heat and clean up the marketplace,” Nikic said.

Bank of America Securities analyst Lorraine Hutchinson said Nike’s fourth quarter could be the “peak” of sales and margin pressure in a recent note.

The analyst reiterated a Buy rating with an $80 price target on Nike.

Hutchinson said Nike’s Spring ’26 Innovation pipeline is strong, and Nike is in a good position to navigate wholesale challenges. The analyst said Nike can grow retail relationships and its shelf space as competitors scale back.

Here are other recent analyst ratings on Nike and their price targets:

• Truist: Maintained Buy rating, lowered price target from $82 to $73
• Evercore ISI Group: Maintained Outperform rating, lowered price target from $97 to $75
• Deutsche Bank: Maintained Buy rating, lowered price target from $77 to $71
• Barclays: Maintained Equal-Weight rating, lowered price target from $60 to $53

Key Items to Watch: Nike’s third quarter results saw the North American sector (-4%) with the lowest year-over-year decline of the segments, while Greater China’s 17% decline was the worst.

Investors will closely watch these two regions to see if trends continue and Nike gets closer to year-over-year breakeven.

Investors and analysts will likely want an update on the company’s growth plans and several recent announcements.

In May, Nike announced it would begin selling on Amazon.com for the first time in six years. The move could mark a shift in Nike’s future as it previously focused on selling directly to customers and likely saw Amazon as a competitor in the ecommerce space.

Nike announced a collaboration with Kim Kardashian’s SKIMS brand in February but later announced it was delaying the launch. Investors and analysts could get an update on this new collaboration and how it could help Nike grow and reach new customers.

NKE Price Action: Nike stock was down 0.9% to $60.83 on Wednesday versus a 52-week trading range of $52.28 to $94.74. Nike stock is down 17.7% year-to-date in 2025.

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Logistics and transportation giant FedEx Corporation (NYSE:FDX) could provide a snapshot of the sector’s performance when it reports fourth-quarter financial results after the market closes on Tuesday.

Here’s a look at the earnings estimates, what experts are saying ahead of the report, and key items to watch.

Earnings Estimates: Analysts expect FedEx to report fourth-quarter revenue of $21.84 billion, down from $22.1 billion in last year’s fourth quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in two straight quarters, while missing estimates in seven of the last 10 quarters overall.

Analysts expect FedEx to report fourth-quarter earnings per share of $5.87, up from $5.41 in last year’s fourth quarter. The company has missed analyst estimates for earnings per share in three straight quarters, while beating estimates in six of the last 10 quarters overall.

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What Experts Are Saying: Investors are closely watching FedEx, which previously missed EPS estimates and provided weak guidance.

“The combination of the earnings shortfall and downgraded guidance spooked investors, dragging shares down over 10% in the days following the release,” Freedom Capital Markets Chief Global Strategist Jay Woods said in a weekly newsletter.

Woods said the loss of a USPS contract contributed to weakened demand and the slashed full-year outlook. Shares also fell after April 2, with concerns on tariffs impacting global shipping volumes.

“The company continues to take steps via cost cuts and segment spinoffs to streamline and turn the stock around. How quickly they execute on this plan and any positive forward guidance will be critical to drive any sustained rebound.”

Woods cautions on investors trying to time the stock’s moves after earnings with an average post-earnings move of +/- 5.6%.

“Playing this stock into earnings has been a fool’s game. Wait for the dust to settle.”

FedEx’s cost initiatives led Bank of America Securities analyst Ken Hoexter to reiterate a Buy rating on the stock ahead of earnings last month. Hoexter lowered the price target on the stock from $272 to $270.

Hoexter was positive about the company’s progress on its cost initiative. However, he’s cautious about B2B volumes and the impact of tariffs.

Key Items to Watch: FedEx has seen a shift in its financial results. It recently posted several consecutive revenue beats after missing estimates in seven of the prior 10 quarters. The company struggles on earnings, missing EPS estimates in recent quarters despite beating six out of the last 10 overall.

A double beat could provide investors with optimism. The company has struggled to meet or beat estimates for both figures in recent quarters.

United Parcel Service (NYSE:UPS), a FedEx rival, posted mixed results. It beat analyst estimates for earnings per share in six of the last 10 quarters, while missing revenue estimates in nine of the last quarters.

UPS will report second-quarter financial results in late July, with FedEx’s report serving as a potential catalyst for UPS shareholders on what’s to come.

More important for investors and analysts will be an update on guidance going forward. The company previously said it expected 2025 revenue to be flat or slightly down year-over-year after a previous guidance of being flat.

The company may choose not to provide forward guidance, which could also decrease shares.

One potential positive for the company could be providing more commentary on a recent partnership with Amazon.com Inc (NASDAQ:AMZN). FedEx will provide shipping help for Amazon on some package deliveries, including in rural areas.

This partnership comes after a large deal between the two companies previously ended. UPS scaled back its relationship with Amazon.

Price Action: FedEx stock is up 0.7% to $226.20 on Monday versus a 52-week trading range of $194.30 to $313.84. FedEx stock is down 17.5% year-to-date and down 11.8% over the last year.

UPS has also seen its stock price fall. Shares are down 19.9% year-to-date in 2025 and down 28.4% over the last year.

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Image: Shutterstock

Software company Adobe Inc (NASDAQ:ADBE) could highlight its new content creator tools and how AI will power future growth when it releases its second-quarter financial results Thursday after market close.

Here are analyst estimates, what experts are saying and key items to watch.

Earnings Estimates: Analysts estimate Adobe will report second-quarter revenue of $5.79 billion, up from $5.31 billion in the second quarter of last year, according to data from Benzinga Pro.

The company beat analyst estimates in the last fiscal quarter and has beaten estimates in eight of the last 10 quarters overall.

Analysts estimate Adobe will report second-quarter earnings per share of $4.96, up from $4.48 in last year’s second quarter. The company has beaten analyst estimates in nine of the last ten quarters, including the first quarter.

The company’s guidance calls for second-quarter revenue to be in the range of $5.77 billion to $5.82 billion and earnings per share to be in the range of $4.95 to $5.00.

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What Experts Are Saying: Freedom Capital Markets Chief Global Strategist Jay Woods said Adobe has traded lower after six of its last seven quarterly financial reports.

“Adobe earnings have been nothing but a heartache for investors over the last several years,” Woods wrote in a weekly newsletter.

He noted that Adobe comes into Thursday’s report with shares down 6.4% for the year and just now trading where they were after the drop from the first quarterly report.

“Overall shares remain -35% from all-time highs set back in January 2024.”

Woods said investors will likely be looking for progress from Adobe for its AI monetization.

“Is annual recurring revenue from its Firefly and Acrobat products showing a strong growth projection? Then of course the all important guidance.”

According to Woods, Adobe shareholders were punished after the first-quarter financial results when the company issued conservative guidance.

“Will forward-looking guidance meet investor expectations?”  

Wedbush analyst Dan Ives highlighted Adobe as a potential beneficiary of NVIDIA Corporation (NASDAQ:NVDA), saying that “for every $1 spent on Nvidia, there is an $8-$10 multiplier across the rest of the tech ecosystem.”

The analyst said 2025 could mark the true inflection point in enterprise AI adoption, and many companies, including Adobe, could benefit from Nvidia.

Here are some recent analyst ratings on Adobe and their price targets:

• Citigroup: Maintained Neutral rating, raised price target from $430 to $465
• UBS: Maintained Neutral rating, raised price target from $380 to $430
• RBC Capital: Reiterated Outperform rating, maintained price target of $480

Key Items to Watch: As the experts above predicted, AI will likely be the key topic for investors and analysts when Adobe reports.

First-quarter revenue was up 10% year over year and beat estimates, helping to offset the fourth-quarter results that saw both revenue and EPS miss Street targets.

Adobe CEO Shantanu Narayen said the company is well-positioned to capitalize on the growth of AI helping the creative economy.

“Adobe’s success over the next decade will be driven by customer-focused innovation and new offerings for creators, marketing professionals, business professionals and consumers,” Narayen said.

Analysts and investors will be closely watching guidance after the company maintained its full-year 2025 estimates despite beating estimates for the quarter.

ADBE Price Action: Adobe stock was down 0.5% to $414.18 on Wednesday, compared to a 52-week trading range of $2332.01 to $587.75. It is down over 6% year-to-date in 2025 and over 10% in the last year.

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Photo: Shutterstock