Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more
View original at seekingalpha.comEarnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more [February 2026 Yellow Desk Calendar Among Office Supplies] spawns/iStock via Getty Images Earnings season rolls into a high-impact week ahead, with results due from a broad cross-section of the market spanning Big…
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Valuation multiples sit at multi-decade highs, with EV/EBITDA near 26x and FCF yield compressed to ~1.8%
80% confidencePfizer's 2026 guidance implies continued Y/Y declines, with revenue and EPS midpoints of $61B and $2.90, respectively
80% confidencePFE trades at just ~8.5x forward non-GAAP earnings, well below peers such as AbbVie, Merck, and Eli Lilly, while offering a dividend yield north of 6%
80% confidenceThe rally has been driven primarily by robust ZYN growth, with nicotine pouch volumes up 36% Y/Y
80% confidenceWhile PM now trades closer to fair value, further upside hinges on upgraded guidance, supporting a continued Buy stance
80% confidenceExpectations are building for higher capital deployment (~$29B) and potentially ~44% growth in Google Cloud in early 2025
80% confidenceAmazon is benefiting from resilient theme park performance despite competitive headwinds, solid theatrical momentum, and improving DTC fundamentals
80% confidencePhilip Morris reaffirmed its FY2025 profit guidance at Morgan Stanley Global Consumer & Retail Conference in December
80% confidencePfizer maintains a Sell rating citing persistent margin and growth headwinds
80% confidenceAlphabet downgraded to Hold, noting that shares have nearly doubled in a year and appear fully priced
80% confidenceDisney remains a Buy with strong FY26-FY27 EPS growth guidance and attractive valuations suggesting meaningful upside
80% confidenceAlphabet is a Buy with a $331 price target, pointing to accelerating Gemini AI adoption and expanding Google Cloud margins
80% confidenceDisney is benefiting from resilient theme park performance despite competitive headwinds, solid theatrical momentum from franchises like Avatar and Zootopia 2, and improving DTC fundamentals driven by subscriber growth and expanding ARPUs
80% confidenceApplying a conservative 16.5x EV/EBITDA multiple, AMZN still offers attractive upside, with margins and free cash flow expected to improve by 2026
80% confidencePhilip Morris strong execution has driven a 108% total return since January 2024, more than double the S&P 500
80% confidenceAmazon remains a Strong Buy with a $319.56 price target and 32% upside, despite recent underperformance versus the S&P 500
80% confidencePfizer remains firmly in the green zone into 2026, with the bullish case resting on oncology and vaccine pipeline alongside potentially best-in-class GLP-1/amylin candidates
80% confidence
Data points we hold from this source
| The Walt Disney Company · revenue | 25.60 billion_USD |