Amazon, PayPal, Alphabet, Palantir, and AMD Lead the Pack in This Week’s Blockbuster Earnings Reports

• Why Is This Earnings Week So Critical for Investors?
• Disney and Palantir: A Tale of Two Openers
• Tuesday’s Triple Threat: Pepsi, Chipotle, and AMD
• Midweek Fireworks: Uber, Eli Lilly, Alphabet, and Amazon
• FAQ: Your Earnings Week Cheat Sheet

This week is packed with high-stakes earnings reports from tech and consumer giants like Amazon, Alphabet, Palantir, AMD, and PayPal. With 77% of companies already surpassing profit expectations, the S&P 500 is on track for its fifth consecutive quarter of double-digit earnings growth. From Disney’s theme park struggles to Palantir’s AI HYPE and Amazon’s cloud dominance, here’s your deep dive into the financial drama unfolding this week.

Why Is This Earnings Week So Critical for Investors?

The stakes couldn’t be higher as we dive into one of the busiest earnings weeks of the year. FactSet data reveals that 77% of companies have outperformed profit forecasts, with the S&P 500 net income growth currently tracking at 11.9%. The BTCC team notes that this momentum could signal sustained market confidence—or set the stage for a correction if giants like Amazon or Alphabet stumble.

Disney and Palantir: A Tale of Two Openers

Disney kicks things off Monday morning, and analysts are bracing for another rocky quarter. Last time, shares dropped 7% on mixed results, and LSEG data suggests a further 10% earnings decline. The spotlight? Theme park attendance. Deutsche Bank’s Bryan Kraft warns, "Disney’s U.S. park traffic fell 4% last quarter, and Universal’s new Epic Universe park could steal more visitors in 2026." Meanwhile, Palantir reports after the close. Despite RBC’s skepticism ("their valuation is unsustainable"), LSEG projects a 60% surge in profits—but remember, Palantir’s stock dropped after two of its last three earnings calls.

Tuesday’s Triple Threat: Pepsi, Chipotle, and AMD

PepsiCo’s 8:15 AM call comes after last quarter’s international demand surge. UBS analyst Peter Grom calls it "one of the few consumer staples with legit growth potential." Chipotle, reporting after close, faces skepticism after last quarter’s sales guidance cut—shares are down 30% year-over-year. AMD, however, might be Tuesday’s dark horse. Piper Sandler just raised its price target to $300, citing potential "$200M revenue upside." But history’s a buzzkill: AMD shares fell post-earnings 62% of the time, even when beating estimates.

Midweek Fireworks: Uber, Eli Lilly, Alphabet, and Amazon

Wednesday starts with Uber—where a projected 75% earnings drop contrasts with BofA’s Justin Post spotting "growth in mobility/delivery and new products like Reserve." Pharma titan Eli Lilly follows, with LSEG forecasting 30% profit growth as its $3.5B obesity drug factory expands. Alphabet could steal the show after-hours: Citigroup’s Ronald Josey predicts "upside from online ads and Google Cloud." Amazon closes the week Thursday. Though analysts expect modest profit growth, its stock’s underperformance (up just 1% this year) and post-earnings drops in three of last four quarters keep investors wary.

FAQ: Your Earnings Week Cheat Sheet

Which companies are most likely to surprise this week?

Palantir (60% profit growth forecast) and Alphabet (strong ad/cloud trends) have high upside potential, but watch AMD’s pattern of post-earnings drops despite beating estimates.

Why is Disney struggling?

Theme park attendance declines (-4% last quarter) and rising competition (Universal’s new park) are pressuring earnings, with LSEG modeling another 10% drop.

Is Amazon’s cloud growth enough to offset retail weakness?

Analysts will scrutinize AWS margins—last quarter’s spending revision sparked an 8.3% stock plunge, making this week’s guidance crucial.