Stocks with durable growth and rising forecasts could outperform this earnings season, according to Wolfe Research. Financial results will be pouring in this week, with 35 stocks in the S & P 500 — or about 7% of the benchmark — on the schedule to report their latest earnings. Big banks including JPMorgan Chase , Wells Fargo , Citigroup , BlackRock , Bank of New York Mellon and State Street commenced the season on Tuesday morning. Other headliners reporting this week include PepsiCo , Netflix , United Airlines , 3M and Johnson & Johnson . In a Monday note, Wolfe Research shared a list of S & P 500 stocks with strong potential earnings growth. More specifically, the stocks had durable growth on both the top and bottom lines, as well as positive 2025 year-to-date earnings revisions. One name on the list was natural gas producer EQT , up 26% this year. Barclays echoed Wolfe’s bullish sentiment on the stock. Last week, Barclays analyst Betty Jiang initiated coverage of EQT at an overweight rating. ” Reintegration with [Equitrans Midstream] helps drive all-in free [cash flow] breakeven to sub-$2.00/Mcf by 2028, enabling durable FCF generation and participation in upside gas volatility. EQT is also among the best positioned to capture structural demand growth opportunities in Appalachia,” she wrote. Equitrans is EQT’s former pipeline unit. The company announced plans to buy it in order to improve its cost structure as natural gas prices remain at low levels. Jiang’s $65 price target is approximately 12% above where shares of EQT closed on Tuesday. Lam Research , up 40% in 2025, also made the list. Goldman Sachs was similarly bullish the name, initiating the semiconductor stock at a buy rating last week. “We believe the company is on track to capture over 50% of its incremental SAM [serviceable available market] in the coming years,” the bank wrote. “Despite Lam reporting revenue ~11% below prior peak levels in 3Q22, the company generated the highest gross margins realized post the Novellus merger, which we believe reflects Lam’s strong operational execution.” Goldman Sachs set a price target of $115, offering approximately 14% upside from the stock’s current value. Goldman similarly initiated peer semiconductor stock Broadcom also at a buy rating last week. Shares have surged 21% this year. “Broadcom has a dominant franchise position across several segments of infrastructure software as a result of a long-term M & A strategy. We believe the company is likely to sustain its dominant position in enterprise networking silicon, and will continue to leverage this leadership to drive majority share in custom silicon processors for major U.S. hyperscalers — which should drive AI to comprise over 40% of the company by 2026,” the bank wrote. “At the same time, Broadcom continues to generate steady, growing profitability in its core infrastructure software business.” The bank’s $315 price target implies upside of 12% from Broadcom’s Tuesday closing price.
