This week hundreds of S&P 500 companies report earnings, including Alphabet, Microsoft and Amazon, along with AI infrastructure firms, big pharma, restaurant chains such as Wingstop, Chipotle and Starbucks, and oil majors ExxonMobil and Chevron. The article highlights five stocks with strong earnings surprise records: Vertiv (VRT) has missed only twice in five years and is down 21% over the past month with a forward P/E of 28.9; Microsoft (MSFT) has missed once in five years and is up 3.2% over the past month; Eli Lilly (LLY) has delivered five earnings surprises in a row, is up 8% over the past month, and trades at a forward P/E of 38 with expected 2026 earnings growth of 37%. Sandisk (SNDK) has not missed since its 2025 spin-off from Western Digital, is down 29% over the past month, and has a forward P/E of 5.8; Alphabet (GOOGL) has not missed since the AI Revolution began in 2023.
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Related tickers and likely impact
SPY
• NeutralSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/26/2026 | 765.37 |
| Change that session | +0.71% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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