As investors ready for the latest earnings season to kick into high gear, Goldman Sachs has some names to watch. Earnings season began in earnest on Friday, with major banks including JPMorgan and Morgan Stanley offering results. The reporting period starts to pick up next week, with well-known stocks including Goldman Sachs , United Airlines and Netflix on the docket. What’s more, this earnings season ramps up at a volatile time on Wall Street following President Donald Trump’s chaotic tariff rollout. In fact, JPMorgan CEO Jamie Dimon told analysts on Friday that he expected corporate earnings estimates for S & P 500 companies to fall because of the uncertainty created by Trump’s trade policy. John Marshall, head of Goldman’s derivatives research, worked with equity analysts to find names that have what the bank considers to be “out-of-consensus” opportunities. From there, the firm screened for stocks that can also see upside from potential upwards revisions on earnings. Here’s 10 that made the list, along with how much each is expected to move: Progressive is the earliest reporting on the list, with the insurance provider expected to share its results on Wednesday. Goldman sees an implied move of 7.6% for the stock following earnings, well ahead of the 1.8% change seen on average over the last eight quarters. The Ohio-based company has outperformed the broader market this year, with shares jumping more than 14% in 2025. Wall Street is optimistic looking ahead: The average analyst polled by LSEG has a buy rating and price target implying more than 9% in further upside. PGR YTD mountain Progressive, year to date Danaher reports later in the month. The life sciences stock has a post-earnings implied move of 9.6%, exceeding the 5.9% average seen over the past two years. Unlike Progressive, the stock has struggled this year with a plunge of more than 19%. However, the typical analyst surveyed by LSEG has a buy rating and a price target suggesting shares can rebound by more than 40%. Twilio is slated to post quarterly earnings in early May. Goldman anticipates the cloud communication stock moving 12.6% following earnings, larger than the two-year post-earnings average of 9.9%. Shares have tumbled more than 21% in 2025. Still, most analysts have a buy rating and the average price target implies shares can surge nearly 65%, per LSEG.
