Tech Titans Amazon, PayPal, Alphabet, Palantir, and AMD Lead the Busiest Earnings Week of 2026
- Why Is This Earnings Week So Critical for Investors?
- Disney and Palantir: A Tale of Two Disruptions
- Pepsi, Chipotle, and AMD: Tuesday’s Trifecta of Trends
- Uber, Eli Lilly, Alphabet, and Amazon: The Grand Finale
- FAQ: Your Burning Earnings Week Questions
The markets are bracing for a whirlwind week as tech heavyweights like Amazon, PayPal, Alphabet, Palantir, and AMD dominate the earnings calendar. With 77% of companies surpassing profit expectations so far, 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 valuation debate and AMD’s chip dominance, here’s your full breakdown of what to expect—and why this week could make or break portfolios.
Why Is This Earnings Week So Critical for Investors?
The first week of February 2026 isn’t just another earnings season—it’s a make-or-break moment for tech and consumer giants. According to FactSet, the S&P 500 is currently tracking a net earnings growth of 11.9%, fueled by strong performances from mega-cap stocks. The BTCC research team notes, "This week’s reports will set the tone for market sentiment heading into Q2, especially with inflation data looming." Here’s what’s at stake.
Disney and Palantir: A Tale of Two Disruptions
Disney kicks things off Monday pre-market with an 8:30 AM ET call. After a 7% stock drop last quarter due to mixed results, analysts expect another 10% earnings decline. The elephant in the room? Theme park attendance. Deutsche Bank’s Bryan Kraft warns, "Domestic visitor numbers fell 4% in Q4 FY2025, and Universal’s Epic Universe park might siphon off more guests." Meanwhile, Palantir reports post-close amid sky-high expectations—LSEG forecasts 60%+ growth in profit and revenue. But RBC’s Rishi Jaluria isn’t convinced: "At 25x sales, Palantir’s valuation looks unsustainable, regardless of AI hype."
Pepsi, Chipotle, and AMD: Tuesday’s Trifecta of Trends
Tuesday morning starts with PepsiCo (8:15 AM ET call), where analysts predict 10% earnings growth. UBS calls it "one of few consumer staples with upside potential." Chipotle follows post-close after last quarter’s guidance debacle—its stock is down 35% year-over-year. Telsey’s Sarang Vora sees a 2026 rebound: "Comparables ease by Q2, menu innovation kicks in, and investors refocus on that 8–10% long-term growth." Then comes AMD’s nightcap. Piper Sandler’s Harsh Kumar just raised his price target to $300, citing "a $200M revenue beat and $0.02 EPS upside." But history’s a buzzkill—AMD shares fell post-earnings in 5 of the last 8 quarters despite beating estimates 62% of the time.
Uber, Eli Lilly, Alphabet, and Amazon: The Grand Finale
Wednesday opens with Uber (8 AM ET call). BofA’s Justin Post sees "strong mobility/delivery trends," but LSEG predicts a 75% EPS crash. Eli Lilly’s 10 AM call follows—analysts expect 30% growth as its $3.5B obesity drug factory breaks ground. Alphabet reports post-close; Citigroup’s Ronald Josey anticipates "another beat on cloud and ad demand." Amazon wraps up Thursday post-market. Though analysts project modest growth, BTCC data shows Amazon shares fell after 3 of the last 4 earnings—including an 8.3% plunge post-Q2 2025.
FAQ: Your Burning Earnings Week Questions
Which company has the most upside potential this week?
AMD and Alphabet are analysts’ darlings, with 20%+ EPS growth expected. But watch Lilly—obesity drug demand could spark another guidance hike.
Why did Palantir’s stock drop after past earnings?
Despite beating estimates, profit-taking hits high-multiple stocks. Its 25x P/S ratio leaves little room for error.
Is Disney’s theme park slump temporary?
Likely. Universal’s new park is a 2026 headwind, but Disney’s cruise line and streaming bundling may offset losses.
