The earnings season is coming to an end
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Gen Digital: Stable Results and Stronger Forecasts
Gen Digital’s earnings report once again delivered results that exceeded expectations, while management raised its full-year forecast for the fourth consecutive quarter, further reinforcing confidence in the company’s growth trajectory. Given the stock’s low valuation, it is particularly encouraging that the company continues to achieve stable growth even after the base effect of the MoneyLion acquisition has run its course. In addition, products based on artificial intelligence are showing increasing user activity, suggesting that, in the long term, AI supports rather than threatens the company’s business model, although intensifying competition in the cybersecurity market continues to require ongoing development expenditures. Gen Digital shares remain on our Equity Top pick List.
The technical picture for both Disney and Newmont looks good
Following the corrections, upward trends have resumed on the U.S. stock markets. In this week’s list, we’ve highlighted two companies that are currently performing well and have been in a correction phase for some time. One is Newmont, one of the world’s largest gold mining companies, and the other is Walt Disney. Both stocks are currently showing an upward trend and a breakout from a downtrend, so the timing seems favorable for seeking long positions.
The second-quarter earnings season in the US is slowly drawing to a close: Cisco Systems will release its latest figures this week, followed by Home Depot, Deere, and Walmart, which will all publish their earnings reports during the week beginning August 17, and Nvidia’s report is due on August 26. Among European companies, E.ON and RWE, among others, will report this week, while among Hungarian companies, AutoWallis will publish its latest figures on August 25.
As of noon on Monday, 89% of the companies in the S&P 500 had already reported their latest figures; in terms of revenue, these companies reported results that were, on average, 3.6% above expectations; 68.8% of the companies that have released their earnings reports so far delivered a positive surprise, while 16.7% delivered a negative surprise. In terms of EPS, companies that have published their earnings reports so far reported results that were, on average, 29.4% above expectations; 87.3% of the companies that have reported so far delivered a positive surprise, while 10% delivered a negative surprise.
Of the companies in the Stoxx 600 index, 67.4% have reported so far; in terms of revenue, these companies reported figures that were, on average, 1.7% above expectations; 63.6% of the companies that have published their latest results so far delivered a positive surprise, while 20.6% delivered a negative surprise. In terms of EPS, companies that have published their earnings reports so far have, on average, reported results 4.6% above expectations; 58.4% of the companies that have reported so far delivered a positive surprise, while 35.2% delivered a negative surprise.
Over the coming week, Cisco Systems will be among the US companies to release its earnings report, followed by Home Depot, Deere, and Walmart, among others, in the week beginning August 17. On August 26, Nvidia will release its earnings report. In Europe this week, RWE and E.ON will also release their earnings reports. Among Hungarian companies, AutoWallis will publish its latest figures on August 25.
Second quarter earnings dates - 2026.08.10. – 08.14.
Second quarter earnings dates - 2026.08.17. – 08.21.
Second quarter earnings dates - 2026.08.24. – 08.28.
S&P500 second quarter earnings dates - 2026.08.10. – 08.28.
Stoxx 600 second quarter earnings dates - 2026.08.10. – 08.28.
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