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Home » Mr. Kramer talks about the 10 stocks that will announce their earnings next week. call two buys
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Mr. Kramer talks about the 10 stocks that will announce their earnings next week. call two buys

Editor-In-ChiefBy Editor-In-ChiefOctober 25, 2025No Comments5 Mins Read
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Earnings season is in full swing next week as more than 150 S&P 500 companies report their quarterly results. Most of the technology companies known as the Magnificent Seven are among them. Since Tesla has already been released and Nvidia won’t be released until November 19th, the Alphabet and Club names will be Amazon, Apple, Meta Platforms, and Microsoft. A total of 10 companies in the portfolio will be featured on next week’s list. Here’s where Jim Cramer stands on each: Corning will report third-quarter results before the start of trading on Tuesday. The specialty glass manufacturer is the newest stock in our portfolio. We initiated a small position a few weeks ago to give us room to buy on a pullback. Jim predicts that the company’s results will “take a big hit” due to a sharp increase in sales in its Optical Communications Enterprise business as demand for AI grows. “If you don’t have a position at Corning, you’re going to want to get one before or after,” Jim says. On Wednesday, Boeing will report third-quarter results before the start of trading on Wednesday. We’ll be keeping an eye on what non-cash rates will look like for the company’s next-generation long-range jet, the 777x program. The aerospace giant plans to increase production of the 737 Max to make room for more deliveries and stronger free cash flow. Jim said management should be “talking about a series of orders,” adding: “If you don’t have a Boeing, it’s not too late to buy one.” Starbucks will report its fiscal fourth quarter after the closing bell on Wednesday. Jim believes this will be the “last bad quarter” for the coffee giant. The company is in the midst of a turnaround led by Chief Executive Officer Brian Nicol, who had a phenomenal run while leading Chipotle. Jim met with Nicole last week and expressed optimism about the company’s trajectory in 2026. Meta will announce its third quarter financial results on Wednesday night. The social media giant is “getting a lot of advertising business and is doing a lot of things very right,” Jim said. This mega-cap tech giant is at the forefront of the hottest topic: which companies will be the AI ​​winners this year, and perhaps next. Microsoft will also report its first quarter of 2026 after the close of trading on Wednesday. Jim sees positive signs in the numbers, noting that the Windows refresh, driven by personal computer shipments and the company’s cloud business Azure, is “doing very well” and is likely to gain share in the cloud computing market. Thursday Bristol-Myers Squibb will report its third quarter before the opening bell on Thursday. Jim thinks the biopharmaceutical company’s results will be “underwhelming.” We invested in the company in response to the promise of Cobenfi, a treatment for schizophrenia. Unfortunately, large-scale clinical trials for new indications have failed. Unless there is positive news regarding Cobenfi, our thesis will need to be re-evaluated. Bristol-Myers stock has fallen 22% since the beginning of the year. Pharmaceutical company Eli Lilly will also report before the opening. Jim said that unless there is a positive update on the prices of GLP-1 drugs, “we’re not going to see anything go up” from the makers of Maunjaro and Zepbound. “It’s a shame because I think (Lily) is progressing very well,” Jim said. Amazon will report its third-quarter results after the close of trading on Thursday, but Jim noted that revenue in its cloud business needs to accelerate to levels that were “back in 2021.” This will help Amazon Web Services dispel the narrative that better days have come for cloud growth. Apple also reported on Thursday evening. Jim is confident about the iPhone maker’s fiscal fourth quarter, given signs that new iPhone models are selling better than most expected. The stock soared to an intraday high on Monday after positive comments from Wall Street analysts and encouraging iPhone demand data. Friday Linde will report its third quarter before the start of trading on Friday. Jim went into the quarter with peace of mind after the industrial gas giant’s recent upbeat chat with analysts. “We like the situation,” Jim said, calling the company “one of the most reliable stocks we have for the club.” (Jim Cramer’s Charitable Trust is long GLW, BA, SBUX, META, MSFT, BMY, LLY, AMZN, AAPL, LIN. See here for a complete list of stocks.) As a subscriber to Jim Cramer’s CNBC Investment Club, you will receive trade alerts before Jim makes a trade. After Jim sends a trade alert, he waits 45 minutes before buying or selling stocks in his charitable trust’s portfolio. If Jim talks about a stock on CNBC TV, he will issue a trade alert and then wait 72 hours before executing the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, along with our disclaimer. No fiduciary duties or obligations exist or arise from your receipt of information provided in connection with the Investment Club. No specific results or benefits are guaranteed.



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