Stocks Reporting Earnings This Week: February 2026 Financial Outlook

Understanding which stocks reporting earnings this week are set to release their data is essential for both equity traders and cryptocurrency investors. As of February 2, 2026, the financial markets are entering a high-volatility phase following a turbulent January. This week is particularly critical as it features a convergence of Big Tech results, employment data, and corporate Bitcoin strategy updates.

Weekly Market Overview: February 2–6, 2026

The market enters February following a volatile end to January, where investors grappled with hotter-than-expected inflation data and the nomination of Kevin Warsh as the new Federal Reserve chair. According to Barchart, the combination of Fed leadership uncertainty and mega-cap earnings creates an extraordinarily complex backdrop for institutional positioning.

With 102 S&P 500 companies scheduled to disclose results, the focus remains on whether corporate earnings can justify the current equity valuations. Historical data shows that earnings growth is expected to climb by 8.4% in Q4, providing a potential cushion against macroeconomic headwinds.

Key Earnings Reports by Day

This week’s calendar is packed with "bellwether" companies that dictate sector-wide sentiment. Below are the most significant stocks reporting earnings this week.

Monday (2/2): Entertainment and AI Infrastructure

• Walt Disney (DIS): Investors will focus on streaming growth metrics and theme park margins following a period of shifting consumer spending.
• Palantir Technologies (PLTR): As a leader in AI government contracts, Palantir’s results are expected to show a 60% year-over-year revenue increase. Analysts are watching for commercial contract expansion.
• NXP Semiconductors (NXPI): Provides insights into the automotive and industrial chip sectors.

Tuesday (2/3): Semiconductors and Fintech

• Advanced Micro Devices (AMD): A critical test for AI infrastructure health. Markets will monitor if AMD can gain GPU market share.
• PayPal (PYPL): Focus will be on digital payment volumes and the performance of its crypto-related services.
• Pfizer (PFE): Will offer perspective on pharmaceutical sector pricing and healthcare spending trends.

Wednesday (2/4): Search and Ad Revenue

• Alphabet (GOOGL): Scrutiny will fall on YouTube ad revenue and Google Cloud's AI integration progress.
• Eli Lilly (LLY) & Novo Nordisk (NVO): These reports will test the momentum of the GLP-1 weight loss drug market, which has driven massive market cap gains.

Thursday (2/5): E-commerce and Crypto Treasury

• Amazon (AMZN): Analysis of AWS cloud performance and e-commerce margins remains a priority for tech investors.
• MicroStrategy (MSTR): For the crypto community, this is the most anticipated report. As the largest corporate holder of Bitcoin, MSTR’s balance sheet performance often dictates institutional sentiment toward BTC.

Impact on Cryptocurrency Markets

The performance of stocks reporting earnings this week has a direct correlation with digital assets. Large-cap tech earnings often influence the "risk-on" appetite of institutional investors.

Proxy Stocks and Correlation

Companies like MicroStrategy (MSTR) and PayPal (PYPL) act as bridges between traditional finance and Web3. When MicroStrategy reports its Bitcoin holdings, it serves as a leading indicator for Bitcoin price action. If these companies show robust health, it often bolsters the case for institutional adoption. For those looking to capitalize on these market shifts, Bitget offers a secure platform to trade assets influenced by these macro events.

Macro-Economic Drivers

Beyond individual stocks, the ISM Manufacturing data (Monday) and the January Jobs Report (Friday) will provide crucial insights into labor market health. If employment numbers remain strong alongside sticky inflation, the Fed may maintain a hawkish stance, which typically strengthens the US Dollar Index (DXY) and puts pressure on non-yielding assets like Bitcoin and Ethereum.

Analyst Expectations and Estimates

Consensus estimates suggest an 11.9% increase in earnings per share (EPS) for the S&P 500 if current rates hold. This would mark the 10th consecutive quarter of annual earnings growth. However, high valuations mean that even a minor "miss" in forward guidance could lead to significant price swings. Traders should utilize tools like Bitget’s market analysis features to stay ahead of these volatility events.

Historical Post-Earnings Volatility

Data from options markets indicates expected moves for several high-profile stocks. For instance, Palantir (PLTR) is expected to move at least 9% post-earnings. Such volatility in the equity market often spills over into the crypto market, particularly for AI-themed tokens and Bitcoin, as traders rebalance their portfolios based on tech sector health.

Glossary of Key Terms

• EPS (Earnings Per Share): A company’s profit divided by the outstanding shares of its common stock.
• Forward Guidance: A company's own projections for its future earnings and revenue.
• Whisper Number: An unofficial earnings estimate often shared by traders that differs from the public analyst consensus.
• Beats/Misses: Terms used to describe whether a company's actual results were above or below analyst expectations.

Staying informed about the stocks reporting earnings this week is vital for navigating the intersection of traditional and digital finance. To manage your risk and explore crypto trading opportunities during this volatile week, consider using the tools available on Bitget.