The stock market has been sailing through choppy waters in July, with the S&P 500 unable to top its June record highs and down around 0.8% for the month. Wolfe Research has identified six stocks that beat analysts’ expectations over the past two quarters and have seen positive 2026 earnings estimate revisions. Among them, BlackRock received an upgrade from JPMorgan after solid second-quarter results. UnitedHealth Group also surpassed expectations with adjusted earnings of $6.38 per share on revenue of $112.03 billion. Philip Morris International also made the list, driven by its successful transition to smoke-free products.
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