A handful of companies with earnings slated for next week tend to exceed Wall Street’s estimates and get a bump in their share prices. Asset management heavyweight BlackRock is among these names. Earnings season for the second quarter could portray a period of slow growth. Analysts have lowered their earnings per share estimates for the quarterly period and have continued to lower them for 2025 as market concerns about tariffs and inflation remain, according to FactSet senior earnings analyst John Butters. Moreover, Butters found the estimated year-over-year earnings growth rate for the S & P 500 is 5% for the second quarter. If that ends up being the growth rate for the quarter, it would be the lowest earnings growth reported by the index since the fourth quarter of 2023, his July 3 analysis reflected. Still, some companies reporting next week could deliver positive surprises. We used earnings data from Bespoke Investment Group to find names that have a track record of beating analysts’ estimates and subsequently posting stock gains. The companies below have beaten earnings per share estimates at least 70% of the time and average a gain of 1% or more after posting results. BlackRock beats earnings estimates 81% of the time and rises roughly 1% on average after its results come out. Shares are up 7% year to date. Regional financial stocks Citizens Financial and Ally Financial also exceed earnings estimates roughly 80% of the time. Their stocks average advances of 1.3% and 1.1%, respectively, on the back of their quarterly releases. Financials have been strong this year as investors hold faith that President Donald Trump’s administration will ease deal-making regulations and bring back greater domestic manufacturing — both of which could give greater business to investment banks. The Invesco KBW Bank ETF is up 12% in 2025, significantly outperforming the broader market. The financials sector has rallied more than 164% since the presidential election and has jumped about 9% year to date, meanwhile. One stock with a notably high beat is tools manufacturer Snap-On at 89%. Shares of Snap-On are in the red for the year due to economic uncertainty adding pressure to consumer spending power and sales.
