Pre-Earnings Reports Analysis – Top 10 Stocks of The Week

The purpose of this analysis is to make available to readers a series of data relating to 10 of the most important companies that release the earnings reports during the week.

In particular, the data concern analysts ‘expectations about growth in EPS and Revenue, transactions in the last quarter by Hedge Funds and Insiders, analysts’ target price and a risk indicator.

The information mentioned above is contained within a “card”. In addition, you can find a stock price graph to compare it with the S&P 500 index (black line).


Information contained in the “card”:

  • “Estimated EPS / Revenue Growth Y-o-Y”: growth or decrease expected by analysts on Earnings-Per-Share (EPS) and Revenue in this quarter compared to the same quarter of 12 months before
  • “Hedge Funds Buy / Sell”: indicates the number of shares purchased (if the box is green) or sold (if the box is red) by Hedge Funds in the last quarter
  • “Insiders Buy / Sell”: the total value of the shares bought (if the box is green) or sold (if the box is red) by the Insiders in the last quarter
  • “Target Price”: the potential Upside (if the box is green) or Downside (if the box is red and with a negative sign) of the stock price in the following 12 months according to analysts
  • “Beta”: coefficent that measures the volatility of a stock’s returns relative to the market (S&P 500 index) in the last 60 months. The stock will be more risky than the market based on how much the beta is above 1

The information contained within the “cards” is for informational purposes only. Volatility during this event is high and the risks are high. Trade responsibly.


Top 10


JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). 

 JPM releases the quarterly report on 01/14/20 .
Analysts in this quarter expect 18,20% EPS growth and 4,20% Revenue growth .
In the last quarter Hedge Funds have decreased their positions by 7.6M shares, while the Insiders bought shares for $1.99M .
Analysts believe  JPM is undervalued by 2,21% at current prices.


Bank of America Corporation (BAC)

Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small- and middle-market businesses, institutional investors, large corporations, and governments worldwide.

 BAC releases the quarterly report on 01/15/20 .
Analysts in this quarter expect -2,90% EPS decrease and -2,20% Revenue decrease .
In the last quarter Hedge Funds have decreased their positions by 232.3M shares, while the Insiders sold shares for $1.41M .
Analysts believe  BAC is undervalued by 7,40% at current prices.


UnitedHealth Group Incorporated (UNH)

UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx.

 UNH releases the quarterly report on 01/15/20 .
Analysts in this quarter expect 14,90% EPS growth and 4,50% Revenue growth .
In the last quarter Hedge Funds have increased their positions by 1.8M shares, while the Insiders sold shares for $8.24M .
Analysts believe  UNH is undervalued by 6,39% at current prices.


Wells Fargo & Company (WFC)

Wells Fargo & Company, a diversified financial services company, provides retail, commercial, and corporate banking services to individuals, businesses, and institutions. It operates through three segments: Community Banking, Wholesale Banking, and Wealth and Investment Management.

 WFC releases the quarterly report on 01/14/20 .
Analysts in this quarter expect -7,40% EPS decrease and -4,10% Revenue decrease .
In the last quarter Hedge Funds have decreased their positions by 188M shares.
Analysts believe  WFC is undervalued by 6,04% at current prices.


Citigroup Inc. (C)

Citigroup Inc., a diversified financial services holding company, provides various financial products and services for consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG).

 C releases the quarterly report on 01/14/20 .
Analysts in this quarter expect 14,30% EPS growth and 4,50% Revenue growth .
In the last quarter Hedge Funds have decreased their positions by 7.7M shares.
Analysts believe  C is undervalued by 13,63% at current prices.


Morgan Stanley (MS)

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. The company operates through Institutional Securities, Wealth Management, and Investment Management segments. 

 MS releases the quarterly report on 01/16/20 .
Analysts in this quarter expect 28,70% EPS growth and 14,30% Revenue growth .
In the last quarter Hedge Funds have decreased their positions by 2.8M shares, while the Insiders sold shares for $5.05M .
Analysts believe  MS is undervalued by 9,73% at current prices.


The Goldman Sachs Group, Inc. (GS)

The Goldman Sachs Group, Inc. operates as an investment banking, securities, and investment management company worldwide. It operates in four segments: Investment Banking, Institutional Client Services, Investing & Lending, and Investment Management. 

 GS releases the quarterly report on 01/15/20 .
Analysts in this quarter expect -9,10% EPS decrease and 5,10% Revenue growth .
In the last quarter Hedge Funds have increased their positions by 191.6k shares.
Analysts believe  GS is undervalued by 8,89% at current prices.


BlackRock, Inc. (BLK)

BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks.

 BLK releases the quarterly report on 01/15/20 .
Analysts in this quarter expect 25,30% EPS growth and 11,20% Revenue growth .
In the last quarter Hedge Funds have increased their positions by 31.7k shares, while the Insiders sold shares for $23.15M .
Analysts believe  BLK is undervalued by 6,30% at current prices.


The Charles Schwab Corporation (SCHW)

The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates through two segments, Investor Services and Advisor Services.

 SCHW releases the quarterly report on 01/15/20 .
Analysts in this quarter expect -3,10% EPS decrease and -2,70% Revenue decrease .
In the last quarter Hedge Funds have increased their positions by 23.4M shares, while the Insiders sold shares for $29.28M .
Analysts believe  SCHW is undervalued by 10,04% at current prices.


Delta Air Lines, Inc. (DAL)

Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery.

 DAL releases the quarterly report on 01/14/20 .
Analysts in this quarter expect 7,70% EPS growth and 5,60% Revenue growth .
In the last quarter Hedge Funds have decreased their positions by 569.8k shares, while the Insiders sold shares for $1.74M .
Analysts believe  DAL is undervalued by 13,27% at current prices.


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This analysis provides you useful information on the best companies that will release the earnings reports soon.

If you are interested in statistical analysis before the publication of the earnings reports, an analysis of the quarterly report results released or an analysis of the top 20 companies that release the earnings report during the week, I am waiting for you here.

Alternatively, If you are interested in a overall analysis of companies taking into account different types of data (including business growth, analysts expectations and transactions made by Hedge Funds / Insiders), summarizing all this information in a simple score, I am waiting for you here for my Score-Card analysis.



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Sources & additional info

*Information on target prices, Insiders and Hedge Funds by tipranks.com
*Information on EPS and Revenues estimated by finance.yahoo.com
*The other earnings reports “card” information from barchart.com
*Charts by Tradingview


DISCLAIMER: The information in this blog post represents my own analysis/opinions and does not contain a recommendation for any particular security or investment. Stocks trading involves substantial risk of loss and is not suitable for every investor. Trade responsibly.

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