Amazon, PayPal, Alphabet, Palantir, and AMD Lead the Most Hectic Earnings Week of 2026

• Disney and Palantir Kick Off the Week: Big Disappointments or Surprises?
• Pepsi, Chipotle, and AMD Take the Stage Tuesday: Tech and Consumer Trends
• Uber, Eli Lilly, Alphabet, and Amazon Close Out the Earnings Wave
• FAQs: Key Earnings Week Insights

Wall Street is diving headfirst into the busiest earnings week of the season, with over 110 S&P 500 companies set to report their quarterly results. This marks the largest wave of Q4 earnings releases, featuring tech giants like Amazon, Alphabet, Palantir, AMD, and PayPal. So far, the numbers have been strong—FactSet reports that 77% of companies have beaten profit estimates. John Butters, senior analyst at FactSet, notes that the S&P 500 is on track for its fifth consecutive quarter of double-digit earnings growth, with net profit growth currently at 11.9%. Here’s what to expect starting Monday.

Disney and Palantir Kick Off the Week: Big Disappointments or Surprises?

Disney starts the week with pre-market trading on Monday, followed by an earnings call at 8:30 AM ET. Last session, its shares dropped 7% after mixed results. For this quarter, LSEG data suggests profits likely fell another 10%, with focus on theme park attendance. Deutsche Bank’s Bryan Kraft warns, “Theme park traffic remains a concern for fiscal 2026, given the leisure travel slowdown that began around September.” He also notes Universal’s new Epic Universe might be siphoning Disney’s visitors.

Palantir Technologies reports after Monday’s market close. Its last quarter beat expectations, and the company raised its guidance. This time, LSEG forecasts at least 60% growth in profits and revenue. But skepticism lingers—RBC’s Rishi Jaluria questions Palantir’s valuation: “We can’t grasp why Palantir is the most expensive software stock we cover… the valuation seems unsustainable.” Palantir’s shares have dropped after two of its last three earnings reports.

Pepsi, Chipotle, and AMD Take the Stage Tuesday: Tech and Consumer Trends

PepsiCo opens Tuesday’s session with an 8:15 AM ET call. Last quarter, it surpassed estimates thanks to international demand. Analysts now expect a 10% profit jump. UBS’s Peter Grom calls Pepsi “one of the few staple giants with a case for multiple expansion”—though that’s yet to be proven.

Chipotle reports after Tuesday’s close (4:30 PM ET call). Its stock plummeted last quarter after slashing sales guidance. LSEG now anticipates a slight profit dip. Shares are down over a third in the past year, but Telsey’s Sarang Vora sees 2026 as a rebound year: “The stock should recover as COMP sales turn positive by Q2 2026, cost pressures ease, and initiatives like menu innovation and loyalty programs gain traction.”

AMD also reports post-close Tuesday. Its last earnings beat expectations but only matched margin forecasts. Analysts now predict 20% profit growth. Piper Sandler’s Harsh Kumar raised his price target to $300, citing a potential $200M revenue bump. Historically, though, AMD’s stock drops on earnings days—despite beating estimates 62% of the time.

Uber, Eli Lilly, Alphabet, and Amazon Close Out the Earnings Wave

Uber reports Wednesday pre-market (8 AM ET call). Last quarter, revenue beat estimates, but shares fell anyway. LSEG now projects a 75% profit drop year-over-year. Bank of America’s Justin Post remains bullish: “Mobility and delivery segments appear strong, with new products like Reserve and Share driving growth.” Still, Uber’s stock has dropped after five straight earnings releases.

Eli Lilly reports at market open Wednesday (10 AM ET call). Last quarter, it topped profit forecasts and raised margin guidance. LSEG expects 30% year-over-year growth this time. The firm recently announced a $3.5B Pennsylvania plant to expand its obesity drug portfolio. While GLP-1 drugs are a hot topic, caution is warranted—Lilly’s stock fell over 10% after two of its last four earnings beats.

Alphabet reports post-close Wednesday. Last quarter, it crossed $100B in revenue for the first time. LSEG forecasts 20% profit growth. Citigroup’s Ronald Josey wrote, “With strong online ad trends and Google Cloud demand, we expect results above consensus.” Alphabet’s stock has risen after three straight earnings beats.

Amazon wraps up Thursday post-close (5 PM ET call). Last quarter, it outperformed and upped spending plans. Analysts now expect only marginal profit growth. Its shares are the worst performer among the “Magnificent Seven,” up less than 1% in the past year. The stock has dropped after three of its last four earnings reports, including an 8.3% plunge post-Q2 2025.

FAQs: Key Earnings Week Insights

Which companies are leading this earnings week?

Tech heavyweights like Amazon, Alphabet, Palantir, AMD, and PayPal dominate the week, alongside consumer names like Disney and PepsiCo.

Why is Palantir’s valuation controversial?

Analysts like RBC’s Rishi Jaluria argue Palantir trades at unsustainable premiums despite strong growth, questioning its long-term multiples.

How has AMD performed historically on earnings days?

Despite beating estimates 62% of the time, AMD’s stock typically falls post-earnings—a pattern investors will watch closely this week.