Here are the stocks reporting next week that have a history of earnings beats and big share gains

A screen of companies reporting next week identified seven stocks that have beaten EPS estimates at least 80% of the time and averaged earnings-day gains of 1.5% or more. RingCentral has beaten estimates 98% of the time and averaged a 4.2% earnings-day gain, but analyst consensus price targets imply 27% downside; it reports Oct. 22. Intuitive Surgical has an 89% historical beat rate and a 2.4% average earnings-day gain, while its shares are down nearly 26% in 2026; analysts' targets imply almost 15% upside, and it is expected to report Oct. 20.

Analysis

The screen is a weak signal by itself: repeated EPS beats can reflect conservative expectations, while the earnings-day average says little about the move priced into options or current positioning. The useful distinction is asymmetry. For RingCentral (RNG), a sharp year-to-date rerating alongside cautious analyst targets leaves less room for an ordinary beat to impress; the Italian reseller agreement is a distribution option, not evidence yet of material AI revenue. In the next few days, the key is whether guidance and recurring-revenue indicators validate the rerating. Over 1–3 months, partner-sourced bookings, deployment pace and monetization would be needed to support the 6–18 month AI growth case. Failure to show that conversion could turn a good headline quarter into a multiple-compression catalyst.

Intuitive Surgical (ISRG) offers a different setup: the sector reaction to Johnson & Johnson’s MedTech weakness may be an overbroad read-through, but only if ISRG’s own procedure demand, system placements and recurring instrument use remain sound. A weak result could instead confirm that device demand is broader than one company. The recent drawdown may reduce downside expectations, but it does not establish a floor. Avoid treating historical beat frequency as an edge without comparing implied volatility with realized earnings moves. No conclusion is supported here for the other screened names.

Key Decisions for Investors

• RNG: Do not chase ahead of the Oct. 22 report solely on its historical earnings-day pattern or AI partnership. Consider a defined-risk bearish put spread only if its cost is modest relative to the implied move; otherwise wait for results. Falsifier: guidance and recurring-revenue or AI-channel metrics clearly demonstrate durable acceleration.
• ISRG: Keep on a post-results long watch, not an unconditional pre-earnings buy. Add only if procedure growth, placements and recurring-use indicators hold up despite the JNJ read-through; size against event volatility. Falsifier: management signals broad demand deterioration or lowers its outlook.
• Before either event, check options-implied moves and available positioning data against the historical earnings-day averages. If implied volatility already prices a larger move, the beat-rate screen offers no demonstrated risk-adjusted advantage; avoid selling event premium without a defined loss limit.
• Treat the AI partnership as a 1–3 month verification item: look for disclosed partner bookings, customer conversions or revenue contribution before assigning structural value. No measurable traction would weaken the longer-term RNG thesis.