Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• Expectations are building for higher capital deployment (~$29B) and potentially ~44% growth in Google Cloud in early 2025

  80% confidence

• Alphabet downgraded to Hold, noting that shares have nearly doubled in a year and appear fully priced

  80% confidence

• Pfizer's 2026 guidance implies continued Y/Y declines, with revenue and EPS midpoints of $61B and $2.90, respectively

  80% confidence

• Alphabet is a Buy with a $331 price target, pointing to accelerating Gemini AI adoption and expanding Google Cloud margins

  80% confidence

• Applying a conservative 16.5x EV/EBITDA multiple, AMZN still offers attractive upside, with margins and free cash flow expected to improve by 2026

  80% confidence

• Philip Morris strong execution has driven a 108% total return since January 2024, more than double the S&P 500

  80% confidence

• PFE trades at just ~8.5x forward non-GAAP earnings, well below peers such as AbbVie, Merck, and Eli Lilly, while offering a dividend yield north of 6%

  80% confidence

• Valuation multiples sit at multi-decade highs, with EV/EBITDA near 26x and FCF yield compressed to ~1.8%

  80% confidence

• Amazon is benefiting from resilient theme park performance despite competitive headwinds, solid theatrical momentum, and improving DTC fundamentals

  80% confidence

• Philip Morris reaffirmed its FY2025 profit guidance at Morgan Stanley Global Consumer & Retail Conference in December

  80% confidence

• Disney is benefiting from resilient theme park performance despite competitive headwinds, solid theatrical momentum from franchises like Avatar and Zootopia 2, and improving DTC fundamentals driven by subscriber growth and expanding ARPUs

  80% confidence

• The rally has been driven primarily by robust ZYN growth, with nicotine pouch volumes up 36% Y/Y

  80% confidence

• Pfizer remains firmly in the green zone into 2026, with the bullish case resting on oncology and vaccine pipeline alongside potentially best-in-class GLP-1/amylin candidates

  80% confidence

• While PM now trades closer to fair value, further upside hinges on upgraded guidance, supporting a continued Buy stance

  80% confidence

• Disney remains a Buy with strong FY26-FY27 EPS growth guidance and attractive valuations suggesting meaningful upside

  80% confidence

• Pfizer maintains a Sell rating citing persistent margin and growth headwinds

  80% confidence

• Amazon remains a Strong Buy with a $319.56 price target and 32% upside, despite recent underperformance versus the S&P 500

  80% confidence

Data points we hold from this source