Capital One, General Motors are among the stocks reporting this week with momentum. Here are the others

Seventy S&P 500 companies report earnings this week, and analyst estimates have risen sharply for several screened stocks. Capital One’s consensus EPS estimate is up more than 65% over three months to $5.50, while GM’s is up more than 100% over both three and six months; analysts see 32% upside for GM and potential room for a 2026 guidance raise. Abbott shares gained 17.3% over the past three months through Friday’s close, while Las Vegas Sands’ consensus EPS estimate rose 360% to $0.74 over six months even as its shares fell 14% in September and 10% in August.

Analysis

The screen is a signal of estimate momentum, not proof of durable earnings power—and its buy-rating and upside filters may already concentrate optimistic expectations into this week’s reports. The near-term risk is therefore asymmetric: a merely in-line result may disappoint where revisions have accelerated, while guidance and underlying operating metrics matter more than headline EPS.

COF’s potential value creation is unusually back-end loaded: network conversion and expense synergies support a 2027–28 thesis, not necessarily this quarter. The key near-term read-through is whether credit performance and loan mix support the claimed resilience; deterioration in delinquencies or charge-offs would undermine both earnings confidence and the synergy multiple. For GM, hybrid offerings provide a hedge against uneven EV adoption, but the 2028 autonomy ambition is not a near-term valuation anchor. Verify whether operating efficiencies actually absorb input-cost pressure and whether free-cash-flow/capital-return guidance holds.

ABT’s prospective recovery depends on nutrition and diagnostics improving alongside device execution; device growth alone would not validate a broad-based acceleration. LVS has the weakest signal quality: estimate revisions alongside a falling share price could indicate improving earnings expectations, but also elevated uncertainty around China/Macau demand and the durability of event-led Singapore activity. Consensus optimism is not independent confirmation.

Over the next 1–3 months, guidance revisions and credit/FCF evidence should separate durable upgrades from screen-driven momentum. Over 6–18 months, COF integration execution and ABT’s business-line recovery matter most; GM’s product mix is more relevant than autonomy promises. The contrarian risk is that analyst upgrades are backward-looking and leave little room for execution slippage.

Key Decisions for Investors

• COF: Treat earnings as a credit-quality test, not a referendum on distant synergies. Consider a staged long only if delinquency/charge-off trends remain controlled and management supports the integration timetable; exit or stand aside if credit costs worsen or synergy timing slips.
• GM: Prefer a post-report entry over buying the pre-earnings consensus. Require confirmation that guidance and free-cash-flow/capital-return expectations withstand input inflation; a guidance cut or weaker cash conversion falsifies the bullish case.
• ABT: Keep on a watchlist rather than chase the run-up. Add only if reported results show recovery across nutrition/diagnostics as well as continued device execution; monitor segment growth and guidance for evidence the acceleration is broad-based.
• LVS: Avoid treating the estimate surge as a standalone buy signal. Reassess after results for Macau demand and Singapore revenue quality; fading demand or weak forward commentary would make the estimate revisions vulnerable to reversal.