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Apple headlines Monday’s reports, with investors looking for continued iPhone momentum and evidence that its artificial-intelligence push can support the company’s next leg of growth. Marriott International, Entergy, IDEXX Laboratories, Estee Lauder Companies and Public Service Enterprise Group report before the open; Palantir Technologies, Vertex Pharmaceuticals, Williams Companies and Diamondback Energy join Apple after the close.

Key Reports Before The Bell

Marriott International (NASDAQ:MAR) — Q3 — 7:00 a.m. ET

• EPS: $2.85 est. vs. $2.47 a year ago (+15%)
• Revenue: $6.95 billion est. vs. $6.49 billion a year ago (+7%)
• Stock: +11.2% past month, +28.7% YTD, 2.9% below its 52-week high
• Analyst view: Buy consensus, $393 target (15 analysts)

Marriott has beaten estimates in six of its past eight quarters, with investors focused on whether resilient global travel demand can sustain RevPAR growth after the stock’s strong run. In Q2, it beat on EPS but missed revenue. On its August call, management said global RevPAR rose 3.4%, led by 5% growth in the U.S. and Canada. Morgan Stanley maintained its Overweight rating while raising its target to $403 from $384 in October.

Entergy (NYSE:ETR) — Q3 — 6:30 a.m. ET

• EPS: $1.70 est. vs. $1.53 a year ago (+11%)
• Revenue: $4.15 billion est. vs. $3.81 billion a year ago (+9%)
• Stock: +9.1% past month, +19.1% YTD, 7.0% below its 52-week high
• Analyst view: Buy consensus, $120 target (9 analysts)

Entergy has beaten estimates in six of its past eight quarters, while the key setup is whether industrial demand and data-center development can offset pressure in its regulated utility operations. In Q2, it missed on both EPS and revenue. On its July call, management highlighted a potential data-center pipeline of 7 to 12 gigawatts from hyperscale customers and 3 to 5 gigawatts from traditional industrial customers. HSBC started coverage at Buy with a $124 target in October.

IDEXX Laboratories (NASDAQ:IDXX) — Q3 — 6:30 a.m. ET

• EPS: $3.71 est. vs. $3.22 a year ago (+15%)
• Revenue: $1.19 billion est. vs. $1.10 billion a year ago (+8%)
• Stock: +6.3% past month, -18.5% YTD, 30.0% below its 52-week high
• Analyst view: Buy consensus, $689 target (4 analysts)

IDEXX has beaten estimates in all of its past eight quarters, but the report faces a higher bar after the stock’s prolonged decline and pressure on veterinary clinical visits. In Q2, it beat on both EPS and revenue. On its August call, management said diagnostics and its Water and Livestock, Poultry and Dairy businesses were driving growth, while it raised its full-year revenue outlook. UBS maintained its Neutral rating while cutting its target to $627 from $670 in October.

Estee Lauder Companies (NYSE:EL) — Q1 — 6:00 a.m. ET

• EPS: $0.51 est. vs. $0.32 a year ago (+59%)
• Revenue: $3.65 billion est. vs. $3.48 billion a year ago (+5%)
• Stock: +18.8% past month, +4.3% YTD, 7.6% below its 52-week high
• Analyst view: Hold consensus, $108 target (15 analysts)

Estee Lauder has beaten estimates in seven of its past eight quarters, with investors watching whether its renewed profitability focus can turn into a durable recovery in beauty demand, particularly in China. In Q4, it beat on both EPS and revenue. On its August call, management pointed to margin expansion, its One ELC operating model and AI-driven consumer insights as parts of its fiscal 2027 strategy. Piper Sandler maintained its Overweight rating while raising its target to $125 from $115 in October.

Public Service Enterprise Group (NYSE:PEG) — Q3 — 7:30 a.m. ET

• EPS: $1.20 est. vs. $1.13 a year ago (+6%)
• Revenue: $3.26 billion est. vs. $3.23 billion a year ago (+1%)
• Stock: +9.1% past month, -7.5% YTD, 16.5% below its 52-week high
• Analyst view: Hold consensus, $81 target (9 analysts)

Public Service Enterprise Group has beaten estimates in seven of its past eight quarters, with the focus on whether system investment, nuclear operations and higher power prices can support growth despite modest revenue expectations. In Q2, it beat on EPS but missed revenue. On its August call, management reaffirmed full-year guidance and highlighted system replacement, reliability and energy-efficiency investments. B of A Securities maintained its Buy rating while cutting its target to $85 from $87 in October.

Key Reports After The Bell

Apple (NASDAQ:AAPL) — Q4 — 4:30 p.m. ET

• EPS: $1.98 est. vs. $1.85 a year ago (+7%)
• Revenue: $113.19 billion est. vs. $102.47 billion a year ago (+10%)
• Stock: +3.3% past month, +26.8% YTD, 1.9% below its 52-week high
• Analyst view: Buy consensus, $337 target (25 analysts)

Apple has beaten estimates in all of its past eight quarters, putting the emphasis on whether iPhone momentum, supply execution and the company’s AI rollout can justify elevated expectations. In Q3, it beat on both EPS and revenue. On its July call, management said iPhone and Mac demand remained strong despite supply constraints and highlighted its Siri AI work. Loop Capital downgraded the stock to Hold from Buy and cut its target to $330 from $370 in October.

Palantir Technologies (NASDAQ:PLTR) — Q3 — 4:05 p.m. ET

• EPS: $0.39 est. vs. $0.21 a year ago (+86%)
• Revenue: $2.18 billion est. vs. $1.18 billion a year ago (+84%)
• Stock: -2.5% past month, +3.6% YTD, 13.2% below its 52-week high
• Analyst view: Buy consensus, $232 target (14 analysts)

Palantir has beaten estimates in seven of its past eight quarters, with the central question whether U.S. commercial and AI-sovereignty demand can keep its rapid growth pace while the stock sits below its recent high. In Q2, it beat on both EPS and revenue. On its August call, management reported 93% revenue growth and raised its 2026 revenue guidance, with U.S. commercial expansion a major driver. JP Morgan started coverage at Overweight with a $262 target in October.

Vertex Pharmaceuticals (NASDAQ:VRTX) — Q3 — 4:01 p.m. ET

• EPS: $4.67 est. vs. $4.80 a year ago (-3%)
• Revenue: $3.42 billion est. vs. $3.08 billion a year ago (+11%)
• Stock: +10.7% past month, +23.3% YTD, 1.1% below its 52-week high
• Analyst view: Buy consensus, $554 target (10 analysts)

Vertex has beaten estimates in six of its past eight quarters, with investors looking for continued strength in cystic fibrosis while tracking the contribution from newer medicines and the Crinetics acquisition. In Q2, it beat on both EPS and revenue. On its August call, management cited growth in cystic fibrosis, Casgevy and Journavix, alongside the planned Crinetics deal to expand into rare endocrine diseases. RBC Capital maintained its Outperform rating while raising its target to $576 from $570 in October.

Williams Companies (NYSE:WMB) — Q3 — 4:15 p.m. ET

• EPS: $0.54 est. vs. $0.49 a year ago (+10%)
• Revenue: $2.98 billion est. vs. $2.92 billion a year ago (+2%)
• Stock: +5.4% past month, +23.7% YTD, 7.1% below its 52-week high
• Analyst view: Buy consensus, $87 target (13 analysts)

Williams has beaten estimates in four of its past eight quarters, with the read-through centered on whether pipeline demand and power-related projects can keep lifting earnings after a mixed recent record. In Q2, it missed on EPS but beat revenue. On its August call, management said EBITDA growth was being driven by its Transmission and Gulf businesses and highlighted the first phase of its Socrates Power Innovation project. CIBC maintained its Outperformer rating while cutting its target to $82 from $85 in October.

Diamondback Energy (NASDAQ:FANG) — Q3 — 4:01 p.m. ET

• EPS: $5.46 est. vs. $3.08 a year ago (+77%)
• Revenue: $4.79 billion est. vs. $3.92 billion a year ago (+22%)
• Stock: +14.8% past month, +41.1% YTD, 2.3% below its 52-week high
• Analyst view: Buy consensus, $242 target (12 analysts)

Diamondback Energy has beaten estimates in five of its past eight quarters, with investors watching whether production growth and capital efficiency can translate into another strong cash-flow print after the stock’s sharp year-to-date advance. In Q2, it beat on both EPS and revenue. On its August call, management said production was up 4% from the start of the year and emphasized well productivity, optimal drilling zones and capital efficiency. Morgan Stanley maintained its Equal-Weight rating while raising its target to $222 from $216 in October.

Also Reporting Before The Bell

• Ryanair Holdings (NASDAQ:RYAAY) — $3.49 EPS on $6.47 billion revenue
• Fox (NASDAQ:FOXA) — $2.02 EPS on $4.28 billion revenue
• Tower Semiconductor (NASDAQ:TSEM) — $1.05 EPS on $521.7 million revenue
• Check Point Software Technologies (NASDAQ:CHKP) — $2.39 EPS on $672.2 million revenue
• Tempus AI (NASDAQ:TEM) — -$0.13 EPS on $409.7 million revenue
• CNA Financial (NYSE:CNA) — $1.14 EPS on $708.0 million revenue
• Krystal Biotech (NASDAQ:KRYS) — $1.90 EPS on $126.2 million revenue
• Axsome Therapeutics (NASDAQ:AXSM) — -$0.64 EPS on $248.6 million revenue
• Choice Hotels International (NYSE:CHH) — $2.29 EPS on $449.0 million revenue
• Cipher Digital (NASDAQ:CIFR) — -$0.19 EPS on $38.1 million revenue
• Acadia Realty Trust (NYSE:AKR) — $0.31 EPS on $97.2 million revenue

Also on the calendar: Loews (L).

Plus 5 companies valued between $100 million and $2 billion, including Kosmos Energy, NAPCO Security Technologies and TAT Technologies.

Also Reporting After The Bell

• Realty Income (NYSE:O) — $1.11 EPS on $1.47 billion revenue
• ON Semiconductor (NASDAQ:ON) — $0.88 EPS on $1.71 billion revenue
• Roku (NASDAQ:ROKU) — $0.55 EPS on $1.41 billion revenue
• Pershing Square (NYSE:PS) — $0.12 EPS on $75.6 million revenue
• SBA Communications (NASDAQ:SBAC) — $2.89 EPS on $725.7 million revenue
• Viper Energy (NASDAQ:VNOM) — $0.66 EPS on $609.9 million revenue
• Corebridge Financial (NYSE:CRBG) — $1.23 EPS on $5.13 billion revenue
• Equitable Holdings (NYSE:EQH) — $1.86 EPS on $3.95 billion revenue
• Neurocrine Biosciences (NASDAQ:NBIX) — $2.59 EPS on $1.04 billion revenue
• Lattice Semiconductor (NASDAQ:LSCC) — $0.50 EPS on $256.0 million revenue
• Healthpeak Properties (NYSE:DOC) — $0.43 EPS on $746.5 million revenue
• Jazz Pharmaceuticals (NASDAQ:JAZZ) — -$2.80 EPS on $1.21 billion revenue

Industrials: BWX Technologies (BWXT), Grab Holdings (GRAB), Allison Transmission Holdings (ALSN), MSA Safety (MSA), JBT Marel (JBTM), Boise Cascade (BCC) and V2X (VVX).

Real estate: UDR (UDR), Ryman Hospitality Properties (RHP), Vornado Realty Trust (VNO), Janus Living (JAN), Sabra Health Care REIT (SBRA) and Independence Realty Trust (IRT).

Energy: Transocean (RIG), Valaris (VAL), Crescent Energy (CRGY), Archrock (AROC), California Resources (CRC) and Black Stone Minerals (BSM).

Health care: BioMarin Pharmaceutical (BMRN), Hinge Health (HNGE), Waystar Holding (WAY), Travere Therapeutics (TVTX) and Inspire Medical Systems (INSP).

Technology: Fabrinet (FN), Advanced Energy Industries (AEIS), Adeia (ADEA) and Calix (CALX).

Utilities: ONE Gas (OGS), Pampa Energia (PAM), Otter Tail (OTTR) and ReNew Energy Global (RNW).

Financials: Voya Financial (VOYA), Paymentus Holdings (PAY) and Ethos Technologies (LIFE).

Materials: Celanese (CE), Cabot (CBT) and Ero Copper (ERO).

Consumer staples: Clorox (CLX) and BBB Foods (TBBB).

Communication services: Match Group (MTCH) and People (PPLI).

Plus 42 companies valued between $100 million and $2 billion, including Aehr Test Systems, Chemours and Diversified Healthcare Trust.

Timing to be confirmed: Alexander’s (ALX).

Benzinga Earnings Calendar