As earnings season progresses, Morgan Stanley has highlighted 28 S&P 500 companies expected to report this week, including major banks. The firm has identified GE Vernova, United Airlines, and Lam Research as stocks with potential for positive surprises.
GE Vernova's stock has surged 64% year-to-date, driven by demand for energy infrastructure linked to AI investments, and is anticipated to benefit from a strong earnings forecast related to new gas turbine contracts.
United Airlines, with a 24% increase in shares over the past three months, is expected to maintain robust travel bookings despite challenges, and could see further gains if it provides an optimistic outlook. Lam Research has more than doubled its stock price in 2026 amid the AI boom, and is expected to report strong revenue growth.
These companies' upcoming earnings reports could significantly influence their stock performance and investor sentiment in their respective sectors