VeriSign $VRSN reported a double beat and rallied for its 3rd consecutive positive earnings reaction. This decisively resolved a .com bubble base in the "utility of the internet".
Charter Communications $CHTR reported mixed results and cratered 18.5% lower for its worst earnings reaction ever. The stock is also carving out a nasty distribution pattern.
Corning $GLW smashed the market's expectations and skyrocketed 11.9% to a new all-time high. This was a textbook gap-n-go, and the best earnings reactions since 2004.
UnitedHealth $UNH reported mixed results and cratered to its lowest level since the 2020 crash. The stock has been punished for 4 consecutive earnings reports.
Generac $GNRC blew past Wall Street's expectations and posted its best earnings reaction since 2012. Price also decisively resolved a textbook rounded bottoming pattern.
Visa $V turned in a double beat and had a muted earnings reaction. The payment services giant is carving out a big, messy accumulation pattern.
Meta Platforms $META demolished the market's expectations and soared to a new all-time high. This was the 3rd consecutive positive earnings reaction, and it resulted in a gap-n-go from a textbook accumulation pattern.
Microsoft $MSFT posted absurd growth and smashed Wall Street's expectations. This resulted in the stock being rewarded with its 2nd consecutive positive earnings reaction and new all-time highs.
What's happening next week 👇
Next week, we have another monster lineup of names stepping up to the mic.
Palantir $PLTR, Uber Technologies $UBER, and Hims & Hers Health $HIMS all report Monday after the close. Eli Lilly $LLY will be the next big report, before the bell on Thursday.
These 4 names are at the top of our radar right now - all sitting at key levels of interest, with a history of explosive post-earnings reactions.
Beyond those, we’ll hear from tech giants like Super Micro Computer $SMCI, Shopify $SHOP, Pinterest $PINS, and Datadog $DDOG… energy players like British Petroleum $BP and Occidental Petroleum $OXY… and a wide swath of consumer, industrial, and healthcare names from DoorDash $DASH, McDonald's $MCD, and Toast $TOST.
It's set to be one of the busiest weeks of the season.
So let’s dig into the setups we’re watching most closely - starting with Monday’s triple threat: PLTR, UBER, & HIMS.
Here's the setup in PLTR ahead of earnings 👇
Palantir resolved a massive base in Q4 2024 with a textbook gap-n-go. Since then, it has been off to the races.
Price is nearing the 3rd Fibonacci extension of the 2021-2022 drawdown, which has taken less than a year to achieve.
This is the best-performing S&P 500 stock in 2025, and it boasts one of the richest valuations in the market.
Does it deserve it? We'll find out more with Tuesday's earnings reaction.
Here are PLTR's earnings trends 👇
Palantir has delivered solid revenue and EPS growth for over two years, and recent quarters have shown strong acceleration.
But reactions have been hit-or-miss: despite positive beats and guidance, the stock dropped -12.05% after its last report.
The big takeaway? Investors want more than just good numbers - they want vision, confidence, and momentum in the AI story.
The 6.23 reaction score from Feb. 2024 shows what’s possible when the narrative clicks.
With price trading in blue skies, bulls will need another show-stopper to keep the underlying trend alive.
Here's the setup in UBER ahead of earnings 👇
Uber has formed a massive base over the last few years, and the stock is now challenging a key Fibonacci extension level.
Every dip continues to be met with aggressive buying.
Now it’s decision time.
A successful breakout would likely spark a hundred-dollar roll, while another failure at this level would mean more base-building.
Earnings could be the catalyst that finally pushes it over the edge.
Here are UBER's earnings trends 👇
Uber’s fundamentals have turned around in a huge way: revenue is steadily growing, and EPS has exploded higher, with last quarter showing 500% year-over-year growth.
But the market hasn’t rewarded it...
Reaction scores have mostly been negative - even last quarter’s monster beat led to a -2.5% decline.
The tape suggests that investors are looking for something more - perhaps a strong outlook or evidence of sustainable profitability.
If they get it this quarter, the breakout could finally stick.
Here's the setup in HIMS ahead of earnings 👇
Hims & Hers Health has quietly built one of the most explosive bases in the market.
After resolving a multi-year bearish-to-bullish reversal pattern late last year, the stock nearly tripped in just over 50 trading sessions.
Now, after several months of churning sideways, the price looks poised to resume its primary uptrend.
This is one of the hottest growth stories on Wall Street, and the bulls are hungry for a breakout.
With earnings due Monday, this name is one of the most asymmetric setups in the market heading into next week.
Here are HIMS's earnings trends 👇
Hims & Hers Health is experiencing rapid growth, similar to a hypergrowth tech stock, marked by triple-digit top and bottom line growth. It almost always moves more than +-10% after its earnings reports.
But the reactions have been inconsistent...
3 of the last 4 quarters saw negative reactions despite beats. This speaks to rising expectations and the need for more than just good numbers.
Still, the potential is undeniable. If HIMS delivers another upside surprise, there’s nothing but air above.
Here's the setup in LLY ahead of earnings 👇
Eli Lilly is one of the top-performing S&P 500 stocks of the past five years, driven by strength in its obesity and diabetes drug pipelines.
But lately, price has been stuck in a long, rounding distribution pattern.
The 700 level has acted as strong support over and over again - and now the bears are flirting with breaking it once more.
With earnings on deck, this is a make-or-break moment.
A strong reaction could spark a mean reversion rally, but a break to new lows would confirm the top and likely usher in a new primary downtrend.
Here are LLY's earnings trends 👇
Eli Lilly continues to post incredible year-over-year growth, with revenues up 45% and EPS up 29% last quarter. However, this didn’t stop the stock from falling over 11% in reaction.
This failure to rally after blockbuster earnings reports isn’t new... despite multiple beat-and-raise quarters, LLY has struggled to hold gains after earnings.
We think this is because expectations are sky-high.
If LLY disappoints, even slightly, 700 could break. But if they crush it, this top likely won't resolve anytime soon.
Thank you for reading.
- The Beat Team
P.S. Have you noticed an increase in stock scams lately?
So has Herb Greenberg.
He shared the details with JC Parets earlier this week in a special livestream.
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