Morgan Stanley identified 14 stocks likely to experience meaningful near-term moves around quarterly earnings, with 12 having positive catalysts and two facing downside risks. After a seasonally weak start to earnings season, analyst Michelle Weaver expects earnings-revision breadth to improve as reporting accelerates, with growth expectations at 33% for 2026 and 16% for 2027. Western Digital is a top bullish pick because strong hard-disk-drive demand and improving pricing could produce results above consensus. The bank is also bullish on TeraWulf, whose high-performance computing leases are viewed as undervalued, and Williams, whose data-center power projects could drive EBITDA growth of roughly 16% annually through 2030.
Source: Read the original article
