Stocks to watch next week: Alphabet, Amazon, Palantir, Novo Nordisk and Shell
View original at uk.finance.yahoo.com“Software analytics company Palantir beat Wall Street forecasts in the third quarter, reporting revenue of $1.18bn versus estimates of $1.09bn.”
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Amazon expects Q4 operating income to be between $21bn and $26bn, compared to $21.2bn for Q4 2024
80% confidenceShell is now undergoing more conservative capital expenditure, underpinning shareholder returns, and its diversity of operations allows one area of strength to counter another of weakness
80% confidenceShell remains the preferred play in the energy sector over BP
80% confidenceGoogle Cloud is facing stiff competition in the AI arms race against other dominant AI infrastructure platforms like Microsoft's Azure
80% confidenceShell's 5% gain over the past year rates as outperformance given that it was achieved despite the fall in oil price, boosted by a 3.9% dividend yield and $3.5bn per quarter buyback programme
80% confidenceMarkets are pencilling in AWS growth of around 21% for Q4, which would mark a third consecutive quarter of acceleration
80% confidenceNovo's full-year revenue is now expected to have risen 8% to 11%, ignoring exchange rate moves, while operating profit growth is expected at 4% to 7%
80% confidenceShell's dividend could be sustained even with the oil price as low as $40 per barrel
80% confidenceAmazon expects net sales in Q4 to be between $206bn and $213bn, representing 10% to 13% growth on the same period a year earlier
80% confidenceAlphabet expected capex to be in the range of $91bn to $93bn for the year, as stated in Q3 results
80% confidenceLast time around, AWS demand was still running ahead of available capacity as new infrastructure struggled to keep up
80% confidencePalantir expects to report adjusted operating income of $695m to $699m for Q4
80% confidenceIt's been a promising start to 2026, with take-up of Wegovy pill helping to claw back some US market share from arch-rival Eli Lilly
80% confidenceThere could be some upside to consensus forecasts of a small fall in 2026 Novo Nordisk sales
80% confidenceShell's chemicals and products division trading results are expected to be significantly lower than Q3
80% confidencePalantir expects Q4 revenue to be between $1.327bn and $1.331bn
80% confidenceInvestor sentiment towards Novo Nordisk bottomed out following another downgrade to revenue and profit guidance at its Q3 update in November
80% confidenceFocus in Alphabet's earnings will be on capital expenditure, cloud numbers, and any guidance around AI investment and demand
80% confidence