Growth vs. Turmoil: The Key Earnings Reports That Will Move Markets This Week

Your Earnings Playbook: 3 Critical Stocks to Watch as They Face Their Moment of Truth

Earnings season is more than just a calendar—it’s the ultimate corporate report card, where a company’s promises are put to the test. This week, a fascinating mix of high-flyers, household names, and hidden gems will step into the spotlight, and their results could ignite explosive rallies or trigger painful slides.

To find the best opportunities, savvy investors look for companies with strong fundamentals that are poised for a positive surprise. Here’s your guide to the most compelling earnings reports to watch this week, along with the full calendar for your own research.

1. The High-Growth Powerhouse: Progressive (PGR)

All eyes are on insurance giant Progressive this week, and for good reason. The company is forecast to deliver a stunning 62% year-over-year surge in earnings per share (EPS). In an economy where growth can be hard to find, that number is a blockbuster.

With a strong Composite Rating of 81, Progressive already has solid fundamentals. The key question for investors: can it meet or beat these sky-high expectations? A strong report could confirm its market leadership and send the stock soaring, while any sign of weakness could be punished severely.

2. The Tech Paradox: Aehr Test Systems (AEHR)

Here’s a fascinating puzzle. Aehr Test Systems, a semiconductor equipment maker, boasts an elite Composite Rating of 97—a score reserved for the market’s top growth stocks. Yet, Wall Street expects its earnings to collapse by a jaw-dropping 103%.

This is a high-stakes test. Will the company’s guidance for the future outweigh the disastrous quarterly results? Investors will be digging through the report to understand this disconnect. This is a prime example of why you must look beyond a single metric; a high rating doesn’t guarantee a smooth ride.

3. The Consumer Bellwethers: Delta Air Lines (DAL) and Levi Strauss (LEVI)

Want a read on the American consumer? Look no further than Delta and Levi’s. Both iconic brands are facing headwinds, with Delta expected to report a 14% drop in earnings and Levi’s a 16% decline.

These reports will offer crucial clues about consumer spending habits. Are people pulling back on travel? Are they buying fewer discretionary items like new jeans? The answers could have ripple effects across the entire retail and travel sectors.

The Full Earnings Docket for the Week

Use this cheat sheet to prepare for other key reports. Pay close attention to the Composite Rating (a measure of fundamental and technical strength from 1-99) and the Expected EPS % Change.

For advanced traders, the options data shows the “premium,” which can indicate the market’s expectation for a stock’s post-earnings move.