Visa, Alphabet, Microsoft and Amazon Face Big Earnings Week
A packed earnings slate puts payments, cloud, advertising, semiconductors, healthcare and energy in focus. Visa, Alphabet, Microsoft, Amazon and Eli Lilly all carry strong analyst support, while recent EPS beats have raised expectations for another round of outsized results.
The week of Oct. 26, 2026 brings a high-stakes earnings test for mega-cap leaders across payments, tech, healthcare and energy. Visa, Alphabet, Microsoft and Amazon enter the reports with Buy ratings and recent upside surprises, but elevated valuations and sharp recent price moves mean investors will be focused on whether growth can justify current expectations.
The week of October 26, 2026, brings a concentrated test for technology, payments, healthcare, energy, and consumer demand. Alphabet, Microsoft, Amazon, Eli Lilly, Visa, and Exxon Mobil combine strong analyst ratings with sharp price moves, while recent earnings surprises have raised the bar for another round of results.
Key Takeaways
Visa (V) reports October 27 after a 1.55% decline, with 53 buy ratings and a recent EPS result of $3.32 versus a $3.23 estimate.
Alphabet (GOOGL, GOOG), Microsoft (MSFT), and SK hynix (SKHY) report October 28, placing advertising, cloud infrastructure, and memory semiconductors in focus.
Amazon (AMZN), Eli Lilly (LLY), and Mastercard (MA) report October 29, with each carrying a Buy analyst consensus and a recent EPS result above its listed estimate.
Exxon Mobil (XOM) holds a consensus rating of Hold, while AbbVie (ABBV) holds a Buy consensus ahead of their October 30 reports.
Visa (V): Payments at a Record-Range Price
Visa reports on October 27. The stock recently traded at $407.92, down 1.55%, after reaching a 52-week high of $414.60. That price action places the payment network close to its yearly peak, even as the latest session moved lower.
Analysts remain constructive. Visa has 53 buy ratings, 9 holds, and a Buy consensus. Its July 28 earnings record showed actual EPS of $3.32 against an estimate of $3.23. The company operates in Financial Services and Credit Services, so the report connects payment processing with transaction activity across consumers, merchants, banks, and businesses.
SK hynix (SKHY): Memory Demand Meets a Volatile Tape
SK hynix reports on October 28. The Technology and Semiconductors company traded at $137.02, up 4.05% in the latest session. Its 52-week range runs from $124.80 to $199.87, showing how quickly memory stocks can change direction.
The latest surprise record is strong. On July 28, SK hynix posted actual EPS of $8.76 against an estimate of $5.12. The stock also carries a 8.96 P/E ratio and a Buy consensus, based on 2 buy ratings. The report therefore arrives with a large gap between the recent earnings result and the stock's position below its 52-week high.
Get AI research on any stock
Instant reports, daily intelligence, and an AI analyst in your pocket.
Alphabet (GOOGL): Search, Cloud, and a Large EPS Surprise
Alphabet's Class A shares report on October 28. GOOGL recently traded at $320.21, down 1.24%, while its 52-week range extends from $264.28 to $408.61. The stock sits in Communication Services and Internet Content & Information.
Analyst sentiment is firmly positive, with 70 buy ratings, 10 holds, 2 strong buys, and a Buy consensus. Alphabet's latest recorded result, dated July 22, showed actual EPS of $9.11 against an estimate of $2.87. The company operates through Google Services, Google Cloud, and Other Bets, giving the report several business lines that shape the valuation. GOOGL carries a 16.08 P/E ratio.
Alphabet (GOOG): The Class C Share View
Alphabet's Class C shares also report on October 28. GOOG traded at $317.28, down 1.08%, with a 52-week range of $264.94 to $404.47. The business exposure matches GOOGL because both represent Alphabet's advertising, cloud, and platform operations.
GOOG has 66 buy ratings, 9 holds, 3 strong buys, and 1 sell rating. Its consensus is Buy, and its P/E ratio is 15.94. The July 22 result recorded actual EPS of $9.11 against a $2.87 estimate. The small price difference between the two share classes gives investors two market quotes for the same corporate earnings event.
Microsoft (MSFT): Cloud Scale at a Premium Multiple
Microsoft reports on October 28. The stock traded at $524.51, up 0.66%, against a 52-week high of $553.72. Microsoft operates in Technology and Software Infrastructure, with major divisions spanning Productivity and Business Processes, Intelligent Cloud, and More Personal Computing.
Analyst coverage includes 68 buys and 15 holds, producing a Buy consensus. The July 29 earnings record showed actual EPS of $4.74 against an estimate of $4.24. Microsoft carries a 30.35 P/E ratio, so the report arrives with a valuation that places weight on continued execution across cloud, software, and enterprise products.
Amazon (AMZN): Retail Scale and AWS in One Report
Amazon reports on October 29. AMZN traded at $248, down 0.95%, inside a 52-week range of $196 to $287.20. The Consumer Cyclical and Specialty Retail company combines North America retail, International retail, and Amazon Web Services.
The analyst split is one of the strongest in this week's group, with 84 buys, 9 holds, 1 sell, and a Buy consensus. Amazon's July 30 result showed actual EPS of $5.75 versus an estimate of $1.82. Its 19.95 P/E ratio gives the stock a lower listed multiple than several large technology peers, while the business still spans retail, cloud computing, advertising, subscriptions, and logistics.
Eli Lilly (LLY): A High-Valuation Healthcare Test
Eli Lilly reports on October 29. The Healthcare and Drug Manufacturers General company traded at $1,273.46, down 2.54%, after reaching a 52-week high of $1,321.21. The stock's 40.44 P/E ratio places it among the most highly valued names in this preview.
Analysts list 33 buys, 9 holds, and 3 sells, with a Buy consensus. The August 5 earnings record showed actual EPS of $8.38 against an estimate of $6.40. Lilly's portfolio includes diabetes medicines, oncology products, immunology treatments, and neurological therapies. That broad product base gives the report significance beyond one drug category.
Mastercard (MA): Premium Payments With Positive Momentum
Mastercard reports on October 29. MA traded at $623.60, down 1.52%, after reaching a 52-week high of $633.29. The Financial Services and Credit Services company earns its position in the weekly lineup through payment processing, transaction services, cybersecurity, and data-driven products.
Analyst coverage includes 51 buys, 13 holds, and 1 strong buy, producing a Buy consensus. Mastercard's July 30 result showed actual EPS of $5.04 versus an estimate of $4.77. The 34.86 P/E ratio is higher than Visa's 32.79, putting valuation alongside transaction growth in the earnings equation.
Exxon Mobil (XOM): Energy Strength Meets a Hold Consensus
Exxon Mobil reports on October 30. XOM traded at $183.21, up 2.79%, with a 52-week high of $183.75. The Energy and Oil & Gas Integrated company operates across Upstream, Downstream, and Chemical divisions.
Analyst opinion is more divided than for the technology and payments names. Exxon has 20 buys, 30 holds, 4 sells, and a Hold consensus. Its July 31 result showed actual EPS of $3.52 against an estimate of $3.56. The 22.15 P/E ratio and the stock's position near its 52-week high frame an earnings event where price strength and analyst caution sit side by side.
AbbVie (ABBV): Biopharma Resilience Near a 52-Week High
AbbVie reports on October 30. ABBV traded at $285.64, up 0.16%, against a 52-week high of $291.40. The Healthcare and Drug Manufacturers General company sells medicines across immunology, oncology, virology, gastroenterology, neurology, and eye care.
The analyst consensus is Buy, supported by 31 buy ratings, 12 holds, and 1 sell. AbbVie's July 31 result showed actual EPS of $3.65 against an estimate of $3.61. Its 28.03 P/E ratio is below Eli Lilly's 40.44, while the stock's modest latest gain keeps it close to the upper end of its annual range.
Other Earnings to Watch
Verizon (VZ): Communication Services, Telecom Services, October 26 before open.
Cadence Design Systems (CDNS): Technology, Software Application, October 26 after close.
Coca-Cola (KO): Consumer Defensive, Beverages Non-Alcoholic, October 27 before open.
Boeing (BA): Industrials, Aerospace and Defense, October 27 before open.
Intel (INTC): Technology, Semiconductors, October 29 after close.
ServiceNow (NOW): Technology, Software Application, October 28 after close.
GE Vernova (GEV): Industrials, Specialty Industrial Machinery, October 28 before open.
Chevron (CVX): Energy, Oil & Gas Integrated, October 30 before open.
Merck (MRK): Healthcare, Drug Manufacturers General, October 29 before open.
Starbucks (SBUX): Consumer Cyclical, Restaurants, October 29 after close.
KLA (KLAC): Technology, Semiconductor Equipment and Materials, October 28 after close.
Robinhood (HOOD): Financial Services, Capital Markets, October 27 after close.
S&P Global (SPGI): Financial Services, Financial Data and Stock Exchanges, October 27 before open.
T-Mobile (TMUS): Communication Services, Telecom Services, October 28 before open.
FedEx (FDX): Industrials, Integrated Freight and Logistics, October 28 after close.
This earnings week puts several of the market's largest companies against elevated price levels and strong analyst ratings. The most important contrast sits between technology and payments optimism, healthcare valuation, and energy's more cautious Hold consensus.
Recent EPS surprises give the group a strong starting point, but the stocks are priced differently. That mix makes October 26 through October 30 a useful test of whether earnings strength can keep pace with market leadership.
▌Common Questions
Frequently asked questions
+When do Visa, Alphabet, Microsoft and Amazon report earnings this week?
Visa reports on October 27, while Alphabet and Microsoft report on October 28. Amazon reports on October 29, making the middle of the week the busiest stretch for mega-cap earnings.
+Why is this earnings week important for investors?
This week concentrates several market leaders in payments, cloud, advertising, retail and healthcare, so the results could influence sentiment across multiple sectors. Strong analyst support has raised expectations, which means even solid numbers may not be enough if guidance disappoints.
+What should investors watch in Alphabet and Microsoft earnings?
Investors will focus on advertising trends, cloud growth and AI-related spending at Alphabet, along with Azure and enterprise demand at Microsoft. Both stocks trade near elevated levels, so forward guidance may matter more than the headline EPS beat.
+What is the key takeaway from Amazon and Visa heading into earnings?
Amazon enters the report with strong analyst support and a recent earnings beat, so investors will look for continued strength in AWS, advertising and retail margins. Visa is also near a 52-week high, making transaction growth and consumer spending trends the main drivers of the stock reaction.
▌The Daily Briefing · Free
A new stock idea, every evening.
One stock worth watching each weekday, plus the analysis behind it. Free, in your inbox.
