- Everyday Alpha
- Posts
- A Silent Turnaround Could Steal the Spotlight with Their Earnings Coming Soon
A Silent Turnaround Could Steal the Spotlight with Their Earnings Coming Soon
One consumer-facing tech name is quietly regaining its edge with cleaner execution and analyst support.
A recovery in ride trends, margin control, and an expanding footprint could set the stage for upside, but there’s a lot more to like as well.
Here’s what traders are watching today, and four more names with big setups.

Never Miss a Stock Alert Again!
We now send our daily picks via SMS too — so you’ll get the same high-conviction ideas, even if you miss the email.

Palantir Technologies | PLTR

Price: $156.27
Palantir has climbed the ranks to become one of the world’s most valuable software companies, thanks to a surge in AI demand and rapid growth in commercial contracts.
Its Artificial Intelligence Platform (AIP) is proving to be a breakout success, with U.S. commercial revenue up 71% year-over-year last quarter.
With its modular deployment model and tight data governance, Palantir is positioned as a top contender in secure enterprise AI. The bull case hinges on global expansion, margin expansion, and scaling commercial use cases.
Still, to justify the long-term upside (perhaps even toward a $1 trillion valuation, as one recent report suggested), execution must remain flawless.
Investors are watching closely as new customer wins and forward guidance roll in.

Just In (Sponsored)
Every once in a while, timing and research align — and the result is a tight list of opportunities with immediate potential.
That’s exactly what’s inside this free report, featuring 7 of the strongest stock setups for the next 30 days.
These aren’t picked at random.
Each one cleared a tough set of criteria, screened from thousands of stocks based on earnings strength and momentum indicators.
Only the top 5% of our data made the first cut.
Then our analysts went even further — narrowing it down to the 7 companies with the most compelling case for a breakout.
This exclusive report is 100% free, but the window for optimal entry won’t stay open forever.
Click here now to claim your copy before the next wave of movement begins.
*This is a free resource from Zacks.com. Use of this material is subject to Zacks' Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. Nothing in this material is investment advice or a recommendation to buy, sell, or hold any security. Returns are based on hypothetical models with no transaction costs. The S&P 500 is an unmanaged index.

Riot Platforms | RIOT

Price: $13.60
Bitcoin miners have struggled to gain attention in a crowded, AI-dominated market, but Riot Platforms is quietly positioning itself for a breakout.
After a sharp selloff tied to convertible debt issuance, analysts are now warming up. Forecasts suggest EPS could swing meaningfully higher in the coming quarters.
Riot’s capital raise was viewed as strategic, enabling debt repurchases and potential Bitcoin accumulation on a large scale.
With expectations of a significantly narrower loss by Q4 and analysts projecting nearly a 45% upside from current levels, RIOT may benefit if crypto sentiment improves.
Its smaller market cap gives it more torque than peers, and more potential if institutional buyers rotate back into the space.

Nike Inc. | NKE

Price: $78.35
Nike is rebounding into earnings season on renewed optimism.
A recent upgrade from JPMorgan cited a “five-pronged” turnaround path, including margin recovery, normalized inventories, and new product cycles ahead of next year’s World Cup.
Operating margins are forecast to nearly double over the next two years, with channel reorders already increasing.
While macroeconomic headwinds persist, Wall Street anticipates over 18% upside and expects improving comparable sales to carry into fiscal 2027.
With a 2.02% dividend yield and fresh analyst momentum, Nike looks increasingly well-positioned for the second half of the year.

Tactical Move (Sponsored)
President Trump has sparked sweeping changes in Washington and the economy at large.
Billions of dollars are already shifting out of certain sectors and into others, creating significant wealth-building opportunities for investors.
To help you take full advantage, we're revealing the stocks we believe will climb the highest and fastest in our new Special Report, Presidential Profits: 6 Stocks to Ride Under the New Administration.
Our previous presidential picks have given readers a chance to pocket significant gains, such as:
+196% on First Solar
+277% on Amplify Alternative Harvest ETF (after the 2020 election)
The recommendations in our new Presidential Profits report could spike just as quickly — and climb even higher.
Don't miss out on this rare opportunity. The Presidential Stock Report is only available until midnight tonight.
Download the Presidential Profits report now, absolutely free.
*This resource is provided by Zacks.com for informational purposes only. It is not investment advice. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is not a guarantee of future results. All investments carry risk. Information is subject to change. No recommendation or suitability is implied.

Lyft Inc. | LYFT

Price: $14.04
After years of lagging behind its larger rival, this rideshare operator is showing signs of a sustainable turnaround.
Analysts have raised price targets in recent weeks, citing improved gross bookings, disciplined cost control, and expanding U.S. presence, including a new launch in Puerto Rico.
Heading into earnings, sentiment is shifting. Firms like Bernstein and TD Cowen expect in-line results and steady guidance to help rebuild credibility.
Robotaxi concerns are fading, and bookings growth above 13% suggests demand remains solid. With a forward P/E above 100, expectations are high, but the risk-reward setup may finally be tilting in the bulls’ favor.

Keurig Dr Pepper | KDP

Price: $33.87
Keurig Dr Pepper is a slow-and-steady dividend compounder navigating a tricky environment. Coffee bean prices recently hit a 47-year high, putting pressure on margins.
Still, the company maintained 2025 guidance, posted stable results, and remains a top player in U.S. non-alcoholic beverages.
Dr Pepper continues to outperform in retail, and the Ghost brand is showing early promise within KDP’s distribution network.
With a 2.79% yield, a growing dividend, and earnings expected to rise next year, this name could appeal to defensive investors.
The stock trades at a modest premium but offers long-term potential through innovation and scale.

Markets are calm on the surface, but big shifts are underway beneath. While the S&P 500 just closed at a record high, there could be more in store for today and this week.
Investors seem to be bracing for what’s next, whether that’s a fresh wave of dovish Fed commentary, new trade deals, or major earnings surprises.
This week is the busiest of the season, with over 150 S&P 500 names reporting, including several megacaps.
If results stay solid and the Fed holds steady, we could see fresh highs again before Friday’s close. But more than macro, it’s execution that will matter most from here.
Each of today’s five stocks tells a different story.
Palantir is chasing trillion-dollar ambitions with an AI-led expansion. Riot is quietly building leverage to Bitcoin recovery. Nike’s margin and inventory reset may set the stage for a second-half rally.
One ride-hailing stock is finally delivering consistency and modest upside bias. And Keurig Dr Pepper, often overlooked, offers a stable setup for yield-focused portfolios.
As earnings roll in, attention should shift to fundamentals, positioning, and clarity on what comes next.
Best Regards,
—Noah Zelvis
Everyday Alpha


