economy
January 12, 2026
These stocks are consistently winning bets into earnings, says Evercore ISI
Stocks with a history of beating their earnings records, such as Booking Holdings and S&P Global, could continue to outperform, according to Evercore ISI.
TL;DR
- Evercore ISI suggests companies with a history of beating earnings expectations, termed 'Earnings Exceeders,' could outperform.
- These 'Earnings Exceeders' meet specific criteria including consistent double beats, outperformance post-earnings, and favorable valuations.
- Technology and consumer discretionary sectors are prominently featured among these stocks.
- Booking Holdings and S&P Global are cited as examples of 'Earnings Exceeders' with positive analyst outlooks.
- Doximity is also mentioned as a potential earnings exceeder, with analysts seeing an attractive entry point after a recent correction.
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