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Source document· February 1, 2026

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

View original at seekingalpha.com
Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more [February 2026 Yellow Desk Calendar Among Office Supplies] spawns/iStock via Getty Images Earnings season rolls into a high-impact week ahead, with results due from a broad cross-section of the market spanning Big…
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  • While PM now trades closer to fair value, further upside hinges on upgraded guidance, supporting a continued Buy stance

    80% confidence

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

    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

  • 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

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

    80% confidence

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

    80% confidence

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

    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

  • 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

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

    80% confidence

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

    80% confidence

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

    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

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The Walt Disney Company · revenue25.60 billion_USD
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more — Source | Via News | es.VIA.NEWS