Disney, Micron Tech among market cap stock movers on Monday

Earnings season continues, below we highlight companies expected to report earnings the next trading day so you can prepare for the action. Leading the charge on Tuesday, February 3, 2026, are market heavyweights PepsiCo, Advanced Micro Devices, Amgen, Pfizer, and Merck, offering investors a diverse look across consumer staples, technology, healthcare, and pharmaceutical sectors.

Earnings Before the Open:

• PepsiCo (PEP) - EPS Est: $2.24, Revenue Est: $28.98B

• Pfizer (PFE) - EPS Est: $0.5822, Revenue Est: $16.91B

• Merck & Co (MRK) - EPS Est: $2.04, Revenue Est: $16.18B

• Archer-Daniels Midland (ADM) - EPS Est: $0.8033, Revenue Est: $21.03B

• Eaton (ETN) - EPS Est: $3.32, Revenue Est: $7.1B

• Marathon Petroleum Corp. (MPC) - EPS Est: $3.01, Revenue Est: $32.86B

• Illinois Tool Works (ITW) - EPS Est: $2.69, Revenue Est: $4.07B

• W W Grainger Inc (GWW) - EPS Est: $9.47, Revenue Est: $4.4B

• Transdigm Group Inc (TDG) - EPS Est: $8.09, Revenue Est: $2.26B

• Willis Group Holdings PLC (WTW) - EPS Est: $7.96, Revenue Est: $2.85B

• Enterprise Products Partners LP (EPD) - EPS Est: $0.6893, Revenue Est: $12.37B

• MPLX LP (MPLX) - EPS Est: $1.06, Revenue Est: $3.23B

• Ametek Inc (AME) - EPS Est: $1.94, Revenue Est: $1.95B

• Hubbell Inc B (HUBB) - EPS Est: $4.71, Revenue Est: $1.49B

• Broadridge Financial Solutions (BR) - EPS Est: $1.36, Revenue Est: $1.61B

• Pentair (PNR) - EPS Est: $1.16, Revenue Est: $1.01B

• Ball Corp (BALL) - EPS Est: $0.8968, Revenue Est: $3.12B

• Gartner (IT) - EPS Est: $3.51, Revenue Est: $1.75B

• Allegheny Tech (ATI) - EPS Est: $0.866, Revenue Est: $1.19B

• Ingredion Inc (INGR) - EPS Est: $2.61, Revenue Est: $1.78B

• PayPal Holdings Inc (PYPL) - EPS Est: $1.29, Revenue Est: $8.79B

• Graphic Packaging Holding Comp (GPK) - EPS Est: $0.3638, Revenue Est: $2.03B

• PJT Partners Inc (PJT) - EPS Est: $2.38, Revenue Est: $533.21M

• Hamilton Lane Inc (HLNE) - EPS Est: $1.3, Revenue Est: $195.39M

• Lancaster Colony (MZTI) - EPS Est: $2.21, Revenue Est: $519.9M

• New Rel Invest (RITM) - EPS Est: $0.5777, Revenue Est: $1.37B

• Laclede Group Inc (SR) - EPS Est: $1.64, Revenue Est: $772.58M

• Bellring Brands LLC (BRBR) - EPS Est: $0.3178, Revenue Est: $505.55M

• Michael Kors Holdings (CPRI) - EPS Est: $0.772, Revenue Est: $1B

• Atkore International Group Inc (ATKR) - EPS Est: $0.638, Revenue Est: $650.09M

• Madison Square Garden Entertainment (MSGE) - EPS Est: $2.04, Revenue Est: $404.90M

• RPC Inc. (RES) - EPS Est: $0.0612, Revenue Est: $425.25M

• J & J Snack Foods (JJSF) - EPS Est: $0.3733, Revenue Est: $365.79M

• Mesa Laboratories (MLAB) - EPS Est: $1.9, Revenue Est: $64.3M

• AudioCodes Ltd (AUDC) - EPS Est: $0.1386, Revenue Est: $61.17M

• Boliden ADR (BDNNY) - EPS Est: $2.18, Revenue Est: $2.84B

• Alfa-Laval ADR (ALFVY) - EPS Est: $0.6258, Revenue Est: $2.03B

• Akzo Nobel NV (AKZOY) - EPS Est: $0.3129, Revenue Est: $2.86B

• Chunghwa Telecom Co Ltd (CHT) - EPS Est: $0.3639, Revenue Est: $2.16B

• Publicis Groupe SA (PUBGY) - Revenue Est: $4.49B

• National Research Corporation (NRC)

Earnings After the Close:

• Advanced Micro Devices (AMD) - EPS Est: $1.32, Revenue Est: $9.64B

• Amgen Inc (AMGN) - EPS Est: $4.73, Revenue Est: $9.46B

• Chubb Corp (CB) - EPS Est: $6.72, Revenue Est: $12.94B

• Mondelez International Inc (MDLZ) - EPS Est: $0.6987, Revenue Est: $10.31B

• Super Micro Computer (SMCI) - EPS Est: $0.4892, Revenue Est: $10.42B

• Chipotle Mexican Grill Inc (CMG) - EPS Est: $0.239, Revenue Est: $2.96B

• Electronic Arts Inc (EA) - EPS Est: $4.72, Revenue Est: $2.92B

• Emerson Electric (EMR) - EPS Est: $1.41, Revenue Est: $4.35B

• Corteva (CTVA) - EPS Est: $0.2193, Revenue Est: $4.24B

• Take-Two Interactive (TTWO) - EPS Est: $0.8328, Revenue Est: $1.59B

• Prudential Financial (PRU) - EPS Est: $3.37, Revenue Est: $14.67B

• Lumentum Holdings Inc (LITE) - EPS Est: $1.39, Revenue Est: $646.72M

• Clorox Co (CLX) - EPS Est: $1.44, Revenue Est: $1.64B

• Jacobs Engineer (J) - EPS Est: $1.5, Revenue Est: $3.09B

• Carlisle Companies Inc (CSL) - EPS Est: $3.59, Revenue Est: $1.11B

• Amcor PLC (AMCR) - EPS Est: $0.8381, Revenue Est: $5.52B

• RenaissanceRe Holdings Ltd (RNR) - EPS Est: $10, Revenue Est: $2.11B

• Veralto (VLTO) - EPS Est: $0.91, Revenue Est: $1,385M

• Atmos Energy Corp (ATO) - EPS Est: $2.42, Revenue Est: $1.38B

• Amdocs (DOX) - EPS Est: $1.87, Revenue Est: $1.15B

• Match Group Inc (MTCH) - EPS Est: $0.7025, Revenue Est: $871.5M

• Skyworks Solutions Inc (SWKS) - EPS Est: $1.4, Revenue Est: $1B

• Ing Us Inc (VOYA) - EPS Est: $2.09, Revenue Est: $1.99B

• American Financial Group (AFG) - EPS Est: $3.25, Revenue Est: $1.8B

• Hanover Insurance Group Inc (THG) - EPS Est: $4.71, Revenue Est: $1.52B

• Cirrus Logic Inc. (CRUS) - EPS Est: $2.41, Revenue Est: $534.52M

• Cabot Corp (CBT) - EPS Est: $1.41, Revenue Est: $887.78M

• Columbia Sportswear (COLM) - EPS Est: $1.19, Revenue Est: $1.04B

• Skyline Corp (SKY) - EPS Est: $0.8416, Revenue Est: $647.06M

• Rexnord Corp (ZWS) - EPS Est: $0.3395, Revenue Est: $400.78M

• Powell Industries (POWL) - EPS Est: $2.94, Revenue Est: $255.05M

• Silicon Motion Te (SIMO) - EPS Est: $1.26, Revenue Est: $260.64M

• Weatherford Intl (WFRD) - EPS Est: $1.47, Revenue Est: $1.26B

• Horace Mann Educators Corp (HMN) - EPS Est: $1.17, Revenue Est: $314.05M

• Artsn Prtnr Asst (APAM) - EPS Est: $1.08, Revenue Est: $321.99M

• Benchmark Electronics Inc (BHE) - EPS Est: $0.6413, Revenue Est: $695M

• Mercury Computer (MRCY) - EPS Est: $0.078, Revenue Est: $211.01M

• Sonos Inc (SONO) - EPS Est: $0.48, Revenue Est: $523.21M

• H & R Block Inc (HRB) - EPS Est: -$1.83, Revenue Est: $186.37M

• Jack Henry & Asso (JKHY) - EPS Est: $1.42, Revenue Est: $609.1M

• Enphase Energy Inc (ENPH) - EPS Est: $0.579, Revenue Est: $341.3M

• CenturyLink (LUMN) - EPS Est: -$0.2628, Revenue Est: $3.04B

• Enact Holdings (ACT) - EPS Est: $1.08, Revenue Est: $316.94M

• BrightView Holdings (BV) - EPS Est: $0.0186, Revenue Est: $591.13M

• Iac Interactivecorp (IAC) - EPS Est: $0.6781, Revenue Est: $641M

• Intapp (INTA) - EPS Est: $0.2599, Revenue Est: $138.19M

• Varonis Systems (VRNS) - EPS Est: $0.0326, Revenue Est: $168.51M

• Aviat Networks (AVNW) - EPS Est: $0.5167, Revenue Est: $110.24M

• NGL Energy Partners LP (NGL) - EPS Est: $0.09, Revenue Est: $786.67M

• Gladstone Investment Corp (GAIN) - EPS Est: $0.2317, Revenue Est: $25.76M

• KKR Real Estate Finance Trust Inc (KREF) - EPS Est: $0.1432, Revenue Est: $30M

• American Assets Trust Inc (AAT) - EPS Est: $0.1, Revenue Est: $106.9M

• Brandywine Realty Trust (BDN) - EPS Est: -$0.2257, Revenue Est: $116.62M

• 8x8 Inc (EGHT) - EPS Est: $0.0859, Revenue Est: $179.65M

• Mandalay Digital Group Inc (APPS) - EPS Est: $0.12, Revenue Est: $143.7M

• InnovAge Holding (INNV) - EPS Est: $0.0399, Revenue Est: $228.4M

• Transcat (TRNS) - EPS Est: $0.44, Revenue Est: $80.52M

• eGain Communications (EGAN) - EPS Est: $0.065, Revenue Est: $21.87M

• Unifi Inc (UFI) - EPS Est: -$0.5, Revenue Est: $131.93M

• Matthews Internat (MATW) - EPS Est: $0.23

• Mitsui & Company Ltd (MITSY) - EPS Est: $11.03, Revenue Est: $23.73B

• Denso Corp (DNZOY) - EPS Est: $0.3047, Revenue Est: $11.99B

Check back daily for updates and insights into the earnings season and real-time results here and here. Do you want to trade the earnings of the biggest companies like a pro? Then get InvestingPro now and access over 1000 metrics that will give you a significant advantage in the shark tank that is Wall Street. Click here.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

As traders approach another pivotal day for financial markets, a series of crucial decisions and economic data releases that could sway market dynamics are expected on Tuesday, February 3, 2026. The Job Openings and Labor Turnover Survey (JOLTs) will take center stage, providing key insights into the labor market’s health. Market participants will also closely monitor comments from Federal Reserve Governor Michelle Bowman for potential clues about the central bank’s monetary policy direction. These events come at a time when investors are carefully assessing economic indicators for signs of strength or weakness in the U.S. economy.

Major Economic Events to Watch

10:00 AM ET - JOLTs Job Openings (Jan): Expected 7.210M vs. previous 7.146M. This Bureau of Labor Statistics survey measures job vacancies across the U.S. and serves as a crucial indicator of labor market demand and economic health.

Other Important Economic Events to Watch

9:40 AM ET - FOMC Member Bowman Speaks: Federal Reserve Governor Michelle Bowman’s remarks will be closely scrutinized for hints about the Fed’s monetary policy outlook.

4:30 PM ET - API Weekly Crude Stock: Previous -0.247M. This inventory report provides insights into U.S. petroleum demand and can significantly impact crude oil prices.

Other Economic Events to Watch

8:00 AM ET - FOMC Member Barkin Speaks: Richmond Fed President Thomas Barkin’s comments may offer additional perspective on the Fed’s economic assessment.

8:55 AM ET - Redbook: Previous 7.1%. This index tracks year-over-year same-store sales growth among large U.S. retailers, providing a snapshot of consumer spending trends.

10:10 AM ET - IBD/TIPP Economic Optimism (Feb): Expected 47.9 vs. previous 47.2. This index measures the relative level of economic optimism among U.S. consumers.

For further information and the latest updates, please refer to our Economic Calendar, here

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- Leading investment firm BTIG released its top financial stock picks for the first half of 2026, highlighting companies positioned for growth despite market uncertainties.

{{pro_promotion | Get more stock picks by Wall Street analysts. Upgrade to InvestingPro}}

BTIG analysts have identified several standout performers across large-cap and mid-cap financial sectors, with particular emphasis on companies executing strategic acquisitions and leveraging technology to drive growth.

Here’s a closer look at BTIG’s top financial stock recommendations:

1. Capital One Financial Corp. (COF)

BTIG’s large-cap top pick for 1H26 with a price target of $308, representing significant upside from its current $242.36 trading price. Analyst Vincent Caintic believes Capital One is poised to benefit from its Discover acquisition, with rapid revenue synergies expected from shifting debit volume to the Discover Network.

The firm is steadily gaining market share in the premium card space while maintaining advantages in auto lending. BTIG expects Capital One to become more aggressive with share repurchases as the Discover integration progresses.

Capital One Financial reported mixed fourth-quarter 2025 results, with revenue slightly beating forecasts while earnings per share fell short of expectations. Following its acquisition of Brex, several firms, including Evercore ISI and Wolfe Research, lowered their price targets on the company.

2. Enova International, Inc. (ENVA)

Selected as BTIG’s SMID-cap top pick for 1H26 with a $199 price target against its current $157.20 share price. Analyst Vincent Caintic views Enova’s acquisition of Grasshopper Bancorp as transformational, positioning the company to become a leading neobank and fintech.

Despite market skepticism around deal synergies, BTIG expects shares to move higher once the acquisition completes in mid-2026 and as synergies materialize through 2027.

Enova International announced stronger-than-expected earnings for the fourth quarter of 2025, with both its earnings per share and revenue surpassing analyst forecasts.

3. Rocket Companies, Inc. (RKT)

BTIG’s favorite large-cap originator/servicer with a $25 price target compared to its current $19.36 share price. Analyst Eric Hagen cites Rocket’s dominant borrower connectivity, industry-leading origination/servicing alignment, and tech-forward platform as key advantages.

The Mr. Cooper acquisition creates meaningful scale synergies, making Rocket the largest servicer nationally while deepening franchise value.

JPMorgan recently reinstated coverage on Rocket Companies with a Neutral rating, citing the company’s recent acquisitions and expanded strategy as key factors in its analysis.

4. Rithm Capital Corp. (RITM)

BTIG’s SMID-cap top pick with a $16 price target versus its current $10.90 share price. Analyst Eric Hagen highlights Rithm’s diversified earnings drivers, strategic push into asset management, and multiple catalysts that could drive valuation higher.

Recent acquisitions (Paramount Group, Sculptor, Crestline) lay groundwork for significant fee generation and AUM growth, while its 9.2% dividend yield provides income support.

Rithm Capital has expanded its partnership with mortgage technology firm Valon and announced a strategic investment by its subsidiary Newrez into an AI-powered underwriting platform. Additionally, UBS resumed coverage on the company with a Buy rating following its acquisition of Paramount Group.

5. Block, Inc. (XYZ)

BTIG’s large-cap top pick with a $90 price target against its current $65.09 share price. Analyst Andrew Harte sees Block as compelling based on its profitable mid-teens growth driven by Cash App and Square’s deeper penetrations with existing customers.

Management’s 2026 gross profit growth targets were ahead of consensus, and Harte has conviction in Block’s ability to achieve its mid-teens growth targets driven by product innovation and banking product adoption.

In recent developments, Cantor Fitzgerald initiated coverage on Block Inc. with an Overweight rating, while the company announced its Chief Accounting Officer will step down in February 2026.

6. Shift4 Payments, Inc. (FOUR)

Selected as BTIG’s SMID-cap top pick with a $105 price target compared to its current $62.97 share price. Analyst Andrew Harte views Shift4’s current approximately 11% FY26E FCF yield as a compelling entry point given expectations for 15%+ organic growth over the next few years.

Growth is expected from annualization of FY25 wins, net-new customers, cross-sell opportunities, and the Global Blue integration.

Shift4 Payments has launched a stablecoin settlement platform for merchants and received a downgrade to Hold from Buy by Deutsche Bank, which cited concerns about organic growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- Morgan Stanley initiated coverage of Circle at Equal-weight with a $66 price target, saying investors are unlikely to reward the stock with a higher valuation until stablecoin adoption broadens and revenues diversify beyond crypto-related use cases.

The bank said Circle is well positioned among stablecoin issuers, given its regulatory approach and reserve structure, but near-term risks outweigh the upside. These include an uncertain U.S. regulatory path, a sluggish crypto market and sensitivity to interest rates, which directly affect Circle’s interest-based revenue.

Morgan Stanley said the slowdown of the CLARITY Act in the Senate is a negative for Circle. The firm cited debates around whether stablecoin issuers should be allowed to pass through yield to holders, an issue that has drawn opposition from banks concerned about deposit outflows. Lawmakers may revisit the bill in mid-2026, leaving policy uncertainty in place.

Circle issues USDC, the second-largest stablecoin, with about $70bn outstanding as of early February. Morgan Stanley said current use cases remain concentrated in crypto trading, treasury and collateral management, and dollarization in high-inflation markets. Circle estimates that about half of USDC is tied to crypto-related activity, with a smaller share linked to decentralized finance and dollar savings.

Morgan Stanley estimates a near-term addressable market of about $3.6tn, spanning margin funding, remittances, crypto derivatives and deposits in inflation-prone economies. Longer term, the bank sees potential expansion into cross-border payments through Circle’s Payments Network, though it said adoption is likely to be gradual.

The bank said Circle’s earnings outlook is constrained by the current U.S. rate trajectory and a largely fixed cost base, limiting visibility into near-term profitability. It added that most perceived advantages of stablecoins, such as instant settlement and lower costs, are less clear once users convert back into fiat currencies.

Morgan Stanley said it would turn more constructive if adoption accelerates, non-crypto use cases scale meaningfully or crypto market momentum improves. Until then, it expects investors to remain cautious despite Circle’s longer-term network potential.