AI Predictions: 18 Stocks Reporting the Week of July 21-25, 2026 — GOOGL, TSLA, XOM & More
By Yogurt · 2026-07-19 · Earnings Preview
Yogurt's AI-powered earnings predictions for every major company reporting the week of July 21-25, 2026. Beat, Meet, or Miss — with confidence scores, EPS estimates, and reasoning for GOOGL, TSLA, XOM, INTC, RTX, AXP, TMUS, and 11 more.
The Most Consequential Earnings Week of 2026
The week of July 21–25, 2026 is not just another earnings week. It's the week markets have been waiting for all year. Alphabet (GOOGL) will tell us whether the AI capex supercycle is translating into real revenue. Tesla (TSLA) will either validate or challenge the robotics premium embedded in its $396 stock price. Exxon, RTX, INTC, AXP, and 13 other major names round out a week packed with market-moving catalysts. Below are Yogurt's AI-powered predictions — Beat, Meet, or Miss — with confidence scores and the reasoning behind each call.
Full Predictions Table: Week of July 21-25
| Ticker | Company | Report | EPS Est. | Prediction | Confidence |
|---|---|---|---|---|---|
| $GOOGL | Alphabet | Tue 7/22 AMC | $2.97 | BEAT | 85% |
| $TSLA | Tesla | Tue 7/22 AMC | $0.51 | MEET | 60% |
| $XOM | Exxon Mobil | Thu 7/24 BMO | $3.71 | BEAT | 72% |
| $INTC | Intel | Wed 7/23 AMC | $0.22 | MEET | 58% |
| $PM | Philip Morris | Tue 7/22 BMO | $2.09 | BEAT | 80% |
| $GEV | GE Vernova | Tue 7/22 BMO | $3.15 | BEAT | 82% |
| $RTX | RTX Corp | Wed 7/23 BMO | $1.68 | BEAT | 80% |
| $AXP | American Express | Thu 7/24 BMO | $4.45 | BEAT | 82% |
| $TMUS | T-Mobile | Wed 7/23 BMO | $2.63 | BEAT | 78% |
| $TMO | Thermo Fisher | Wed 7/23 BMO | $5.77 | MEET | 62% |
| $NEE | NextEra Energy | Thu 7/24 BMO | $1.11 | BEAT | 75% |
| $VZ | Verizon | Thu 7/24 BMO | $1.31 | MEET | 60% |
| $UNP | Union Pacific | Wed 7/23 BMO | $3.25 | BEAT | 68% |
| $SCHW | Charles Schwab | Mon 7/21 BMO | $1.58 | BEAT | 78% |
| $BX | Blackstone | Wed 7/23 BMO | $1.38 | BEAT | 80% |
| $T | AT&T | Tue 7/22 BMO | $0.60 | MEET | 60% |
| $IBKR | Interactive Brokers | Mon 7/21 AMC | $0.65 | BEAT | 78% |
| $DHR | Danaher | Mon 7/21 BMO | $1.85 | MEET | 62% |
BMO = Before Market Open | AMC = After Market Close
Top 5 Deep Dives
1. $GOOGL — Alphabet: The AI Revenue Verdict (BEAT, 85%)
Alphabet has beaten EPS estimates for eight consecutive quarters, and the structural tailwinds going into Q2 2026 are as strong as ever. Google Cloud is accelerating — analysts expect 30%+ growth driven by AI workloads, Vertex AI adoption, and enterprise digital transformation. YouTube advertising is benefiting from strong upfront ad commitments. Search remains dominant despite OpenAI and Perplexity nipping at the edges — market share data suggests no meaningful erosion yet.
The wildcard is the Gemini Ultra delay that spooked markets earlier this month. Management will address it directly on the call, but the financials don't yet reflect any model delay impact. The bigger risk is capex guidance — Alphabet has been spending aggressively on AI infrastructure, and any pullback in Cloud growth rate would raise questions about the return on that investment.
The Schwartz says: Cloud accelerates, ad revenue beats, eight becomes nine. Price target territory: $400+.
2. $GEV — GE Vernova: The AI Power Play No One Talks About (BEAT, 82%)
GE Vernova is the sleeper pick of the week. While investors focus on GOOGL and TSLA, GEV is the direct infrastructure beneficiary of the AI data center boom. Every hyperscaler building AI compute — Google, Microsoft, Amazon, Meta — needs reliable, large-scale power generation. That means gas turbines, wind turbines, and grid equipment. GEV makes all of it.
Power segment bookings have been surging for six consecutive quarters. The company has been raising guidance multiple times as utilities scramble to meet AI-driven electricity demand. Management has signaled an acceleration in both pricing power and order backlog. With consensus at $3.15 EPS and the stock consistently surprising to the upside, GEV is one of the clearest structural beat setups in the week.
The Schwartz says: Order backlog and pricing power = earnings power. GEV is the unsung hero of the AI trade.
3. $RTX — RTX Corp: The Defense Supercycle Is Intact (BEAT, 80%)
RTX — formerly Raytheon Technologies — operates in two distinct businesses with two strong tailwinds. Pratt & Whitney engines are back on track after the powder metal issue that created a major headwind in 2024. Commercial aerospace is in a sustained upswing as airlines continue fleet expansion. On the defense side, global military spending is at generational highs. NATO allies are spending above 2% GDP for the first time in decades. Missile systems, air defense, and advanced radar are in sustained high demand.
RTX backlog now exceeds $200 billion — the largest in the company's history. With EPS consensus at $1.68, the setup is for a comfortable beat driven by both segments. The one risk is supply chain — RTX has been managing component shortages — but execution has improved materially over the past four quarters.
The Schwartz says: Two tailwinds, record backlog, supply chain resolved. This is a high-quality beat setup.
4. $AXP — American Express: Premium Consumers Still Spending (BEAT, 82%)
American Express benefits from a demographic that the macro environment has not materially hurt: affluent consumers. Travel and entertainment spending — AmEx's core category — remains at elevated levels. The card portfolio leans toward higher-income holders who are less sensitive to inflation and rising interest rates. Net write-offs have remained below pre-pandemic norms despite broader consumer credit concerns.
AmEx has been aggressively targeting millennial and Gen Z premium card holders through aggressive rewards and experiences. The billed business growth rate — the volume of spending on AmEx cards — has been running above analyst estimates. With consensus at $4.45 EPS, this is a company that has beaten for 11 consecutive quarters. The bar is high but achievable.
The Schwartz says: Premium consumers, record billed business, 11 consecutive beats. May the Schwartz be with your portfolio position.
5. $TSLA — Tesla: The Margin Test (MEET, 60%)
Tesla is the most polarizing print of the week. Q2 delivery numbers (reported earlier this month) came in at 466,000 — a sequential beat and a recovery from Q1's 337,000. But deliveries are the easy part. The harder question is what margins look like. Tesla has been running incentives across its lineup, taking orders via lease programs in the US, and facing intensifying competition from BYD globally.
EPS consensus is $0.51, but the whisper is higher — some analysts have revised estimates up based on the strong delivery print. The risk is that revenue beat is offset by margin miss. Auto gross margin needs to hold above 15% for the stock to react positively. Below 14.5% and the stock is likely to sell off, regardless of what Elon says about Optimus robots on the call.
The Optimus and Cybercab narrative is real and matters for long-term valuation, but Q2 will be judged on auto financial results. Tesla is spending $25+ billion on capex this year — the market will want to know if the core car business can fund that ambition while maintaining positive cash flow.
The Schwartz says: 466K deliveries delivered the top line. Margins are the variable. Call it a MEET unless Musk surprises on the upside with FSD or energy storage numbers.
Week-at-a-Glance: Key Calendar
- Monday, July 21: SCHW (BMO), DHR (BMO), GD (BMO), COF (AMC), CB (AMC), IBKR (AMC)
- Tuesday, July 22: GEV (BMO), PM (BMO), AT&T (BMO), GOOGL (AMC), TSLA (AMC), TXN (AMC)
- Wednesday, July 23: RTX (BMO), TMUS (BMO), TMO (BMO), UNP (BMO), BX (BMO), INTC (AMC)
- Thursday, July 24: XOM (BMO), AXP (BMO), NEE (BMO), VZ (BMO), SLB (BMO), CHTR (BMO)
The Big Picture
Q2 2026 earnings season has opened strongly. Banks delivered record profits. Consumer spending has held up better than feared. AI infrastructure investment — in chips, power, and cloud — is running at full capacity. The risk this week is not that the numbers disappoint. The risk is that guidance disappoints. Markets are forward-looking. If GOOGL and TSLA beat Q2 but guide cautiously on Q3 macro uncertainty, the reaction could be muted or negative despite strong prints.
Watch Alphabet's Cloud segment growth rate and Tesla's auto gross margin as the two most important single numbers of the week. Everything else is context. May the Schwartz be with your portfolio.