Bloom Energy is phenomenal, providing natural gas fuel cells for data centers, with exceptional sales and earnings growth and significant upward analyst estimate revisions.
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Mag 7 Earnings Week: Plus One Stock Everyone's Missing
May 1, 2026
The creator discusses upcoming earnings reports from major tech companies like Amazon, Google, Meta, Microsoft, and Apple, noting their strengths and weaknesses. He also highlights Caterpillar, Chevron, and ExxonMobil, and expresses excitement for CECO and Seagate Technology. The discussion extends to ETFs like SPY and GLD, and energy companies Cenovus Energy and BP, as well as Comfort Systems and Bloom Energy, with a focus on their growth potential and analyst revisions.
Linked Mentions
Tickers discussed in this post
Comfort Systems has a huge order backlog and is experiencing strong sales and earnings growth, with significant upward analyst revisions and a recent earnings beat.
BP is highly ranked, with strong analyst revisions despite a slight miss last quarter, and seems to be profiting from the Strait of Hormuz situation.
Cenovus Energy is recommended due to its strong sales and earnings forecast, significant upward analyst revisions, and a history of big surprises, with Canadian energy stocks generally looking better than US counterparts.
Star Bulk Carriers is performing well due to shipping disruptions, with strong sales and earnings growth, and positive analyst revisions.
Tempus has strong sales growth and a good surprise history, but its earnings are forecast to remain negative through 2027, keeping it off the radar.
Power Integrations faces declining earnings despite modest sales growth and a history of surprises, requiring a beat and higher guidance to perform well.
Medtronic has modest sales growth and declining earnings, with analysts trimming estimates and a lack of significant surprises, making it unexciting.
Boston Scientific is described as 'boring' with modest sales and earnings growth, and trimmed analyst estimates, making it unexciting.
Micron is expected to be the biggest winner in the memory sector, despite not explicitly mentioning order backlogs like other companies.
