Earnings week ahead: F, KO, CSCO, SHOP, MCD, BP, AMAT, COIN, MRNA, ROKU, and more
View original at seekingalpha.comEarnings week ahead: F, KO, CSCO, SHOP, MCD, BP, AMAT, COIN, MRNA, ROKU, and more [earnings chart] K-Paul/iStock via Getty Images Earnings season continues with another busy, market-moving week ahead, as companies across autos, consumer staples, technology, healthcare, energy, utilities, financials, REITs, and material…
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Campus networking will see 6-8% industry growth through 2026 via WiFi 7, PoE, and legacy EOL/EOS
80% confidenceAirbnb shares trade close to intrinsic value, leaving a limited margin of safety
80% confidenceCleveland-Cliffs has approximately 37% upside over a 12-24-month horizon
80% confidenceCleveland-Cliffs interest burden is expected to exceed $600M this year
80% confidenceCisco will achieve 50-100bps annual EBIT expansion
80% confidenceDespite soft demand, elevated steel prices, and a challenging cost environment, Cleveland-Cliffs stands out as the only U.S. steel producer capable of meaningful balance-sheet and structural transformation
80% confidenceWithout strategic action, CLF could post a ~$1.3B net loss in 2025, even with supportive steel pricing
80% confidenceModerna's updated five-year Phase 2b results for intismeran autogene showed a 49% reduction in death or recurrence in melanoma, with potential Phase 3 melanoma and Phase 2 renal cell carcinoma readouts possible in 2026
80% confidenceModerna is transitioning from pandemic-driven revenue toward cost discipline and pipeline execution, with breakeven targeted around 2028
80% confidenceCisco has 14.2% upside potential with $85.9 price target based on 6-7% annual growth from AI infrastructure demand, campus networking upgrades, and network security expansion
80% confidenceCisco will achieve $3B FY26 AI revenue with >$4B orders from hyperscalers on Silicon One/P200 ramps, and 25%+ optics growth
80% confidenceCSCO blends cyclical and secular strengths for high-single-digit sales and low-teens EPS growth at under 20x P/E versus peers
80% confidenceFord is a classic cyclical stock where upside is capped at current levels and more attractive risk/reward emerges only below $10.50, given pressured margins and constrained earnings leverage
80% confidenceModerna's preliminary 2025 outlook points to approximately $1.9B in revenue against $5.0B-$5.2B in GAAP operating expenses
80% confidence
Data points we hold from this source
| Ford Motor Company · revenue | 41.78 billion_USD |
| Ford Motor Company · vehicle sales | 2200000 units |