Here are the 5 things we’re watching in the stock market in the week ahead
The second quarter earning season in the Wall Street made a strong start and takes steam next week. It is also a silent economic data week that puts an even brighter spotlight on the results and interpretations in the corporate world. In the portfolio, we will receive news from Danaher, Capital One, Ge Vernova, Honeywell and Dover. Here is what we are looking for from each company (all income and earnings estimates from LSEG). 1. Danaher reports on Tuesday before the bell and despite the life sciences company that shows signs of life in the first quarter, our expectations are still quite low. According to Factset, the club’s health name Abbott Labs has become even more accurate after reporting overwhelming results in the Chinese business. Make sure that the administration cooked a medium-high-digit fall for Chinese business with a full-year guidance for Chinese business due to the government’s policy aimed at reducing drugs and devices costs. While we were booting Danaher from our “Core Holdings” list, we continued to have a partly hoping that a jolt of leadership could be realized. Another potential for Danaher is another potential, the first public offering market, which is a long -awaited development, because public offering usually uses these revenues to buy equipment and other products for drug development, such as Daaher. This will take some time to take place in numbers, but it is something that needs to be followed. Income: 5.84 billion dollars per share: $ 1.64, $ 2nd after the closing on Tuesday, we will receive news from Capital One Financial and we are waiting for any update report on Discover acquisition, especially synergy expectations and debit card transactions to Discover’s payment networks. During the Capital One’s first quarter earning report in April, the agreement of $ 35 billion has not yet been finalized. Since the annual stress tests of the Agreement Closed and Federal Reserve have been completed, we will eventually get a reproduction program updated from Capital One. Analysts in TD Cowen can be larger than $ 6.4 billion in 2027 in 2027. More generally, we will monitor Capital One’s money to meet the default trends and potential losses. CEO Richard Fairbank stressed that its customers are flexible in the face of an indefinite economic ground and we will seek to remain the situation. Income: 12.7 billion dollars per share: $ 3.72 $ 3rd in April, since he joined the portfolio in April, GE VERNOVA will report on Wednesday morning. Beyond the usual income and profit, it is an important financial metric order for industries such as GE VERNOVA. In a Thursday note, Bank of America said that he expects a better result than expected and that analysts said he was 6% above the consensus. There is not much surprise, considering all optimistic updates surrounding AI data center demand for a quarter and the company’s own order announcements. The question is how much of these positive news is priced to the stock in front of this pressure? It’s hard to answer this, so some snow reservations on Thursday. We really love the story in the long run, but we wanted to remain disciplined when the results are most expectations. This can be met with a warm stock, even a good quarter of sales. Income: 8.8 billion dollars per share: $ 1.51 4. Honeywell is one of the two club industries to report on Thursday morning, and analysts in Bank of America envisage a rhythm and promotion quarter that wants Wall Street to support the share. Honeywell’s management, especially in weak segments such as automation, seems reasonable for us. Also, Geceywell’s Crown Jewel Aerospace Business is doing something good last week. Honeywell’s debate about disintegration plans will also come to the fore in the call for earnings. Income: $ 10.07 billion per share: $ 2.66 5. Dover, our other industry in the earning document on Thursday. Like a few analysts in the Wall Street, we see a positive installation for Dover. Primary Reason: When Konglomera was reported in late April, managers reduced their full -year appearance on organic income increase and corrected their earnings to protect against a potential tariff -guided slowdown. CEO Richard Tobin said at that time, “a mechanical setting completely from top to bottom”, not any change in order, but based on sensitivity. To direct the portfolio to more attractive markets, we will listen to these agreements and capital allocation priorities more broadly to watch the weak US Dollars: Monday, July 21st. Semiconductors NV (NXPI), Steel Dynamics (STLD), Calix (Crown) Corp. (LMT), RTX Corporation (RTX), DR HORTON) Halliburton Company (Hal), Iqvia Holdings (IQV), Synchrony Financial (SYF), Valmont Industry (Cavy Cory. (MTDR), Range Resources Corp. Sales: FreePort-McMoran Copper (FCX), At & T Corp. (TMO), Nextera Energy Inc (Nee), Hasbro (Hasbro (Hasbro (HAS) after the Ban: Tesla (TSLA), Alphabe (Google), Servicenow (IBM), Chipotle Mexico Grill (CMG), Quantumscape Corp (QS), Alaska Air Group (alkil (QS) O’rilly), Alkyl, Alkyl, Alaska (United Rentals (URI), Molina Healthcare (MOH), Sonoco (Son), Knight-Swift Transportation Holdings (KNX) 24 July Thursday, July 24th Thursday, 10:30 am ET Yeni ET ET new home sales: HONEYWELL International (Hon), Dovar (Hon), Dovar (Hon) (Dow), American Airlines Group Inc. Corporation (Flex), Wst), Darling Pepper (KDP), Keurig Dr Pepper (L3HARROG) Zil: Intel Corp. (Doc), Scholastic Corp., Coursciences Corp. (EW), Columbia Bank System (EW), Columbia Banking System (MHK) Industries (MHK) Çandan 25 July: Centene Corporation (CNC) Healthcare (HCA), Boosle Allen Hamilton Holding Corporation (Bah), Charter Communications (CHTX), Gentx), GNTX (GNTX), AON PLC (AON) (Jim Cramer Long Abt (AON) (Jim Cramer Long Is, Sk. By subscribing to the club, you will receive a trade warning before you buy a shareholder in the portfolio of Jim. There is no confidence or a task for receiving any information provided by the investment club.
