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LivestreamMenuAs earnings season marches on, companies like HubSpot and Shopify could exceed expectations and see their stocks gain as a result. While the majority of the “Magnificent Seven” megacaps have reported earnings, there’s still plenty more to go. The biggest headliners in next week’s releases include pharmaceutical powerhouses Eli Lilly and Novo Nordisk . CNBC Pro screened data from Bespoke Investment Group to find companies that historically beaten earnings expectations and saw their shares gain on those numbers. To be included on the table, companies had to have beaten analysts’ earnings consensus at least 75% of the time and average a gain of 1% or more the first day after posting results. Booking Holdings is expected to report earnings on Tuesday, and has a historic beat rate of 91%. Shares are down nearly 10% in 2026. Deutsche Bank kept a buy rating on the travel technology company ahead of its Q2 earnings in a July 22 note. The bank said that Q2 results might dip due to the World Cup ending and a European heatwave, but people are delaying their travel plans rather than canceling them. “As a result, we believe there is less upside potential to 2Q GBV [Gross Book Value] and Revenue given mixed intra-quarter trends, bookings activity impact from World Cup, and record temperatures in Europe,” analyst Benjamin Black wrote. “We view the evidence as more consistent with booking-timing disruption than demand destruction, but BKNG remains the most exposed given its large European traveler base.” The all-in-one e-commerce platform Shopify also made the list, with a historic beat rate of 82%. Shares are off 27% in 2026. Shopify is slated to report results on Wednesday. JPMorgan analyst Bryan Smilek wrote that Shopify is positioned to be a huge artificial intelligence beneficiary in a July 22 note to clients. “We continue to believe SHOP is well positioned as an AI beneficiary, w/ offerings across each layer of the agentic opportunity for e-commerce platforms,” Smilek said. CACI International , a major U.S. defense and federal technology contractor, has historically beaten analysts’ expectations 75% of the time. Shares are down more than 6% this year. Quarterly results are due on Wednesday. UBS issued an earnings preview for CACI in a June 29 research note, forecasting an earnings beat and conservative growth outlook for the 2027 fiscal year. However, analyst Gavin Parsons highlighted that an acceleration in organic revenue growth would settle market fears. “The market is concerned about AI risk and budget funding, and if CACI can accelerate revenue growth it would be one of the few in the peer group demonstrating that right now, which should assuage these fears,” Parsons wrote. Copa Holdings , the Panama-based airline company, is set to report earnings on Wednesday and has seen its shares rise an average of 2.11% afterwards. The stock is up 17% year to date. The company’s quarterly report will be out on Wednesday. Jefferies initiated coverage in a June 18 note with a buy rating and $185 price target — implying a 31% upside from Friday’s close. Analyst Alejandro Demichelis pointed to the company’s differentiated business model and strong fleet additions as key strengths. “We see Copa’s hub-and-spoke and single-fleet (B-737) strategy as a key differentiator, as it provides flexibility, cost competitiveness, & scalable growth,” Demichelis said. “This, along with its disciplined capital allocation, has helped Copa avoid the restructurings seen among peers in recent years.”Read More
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