3 Compelling Stocks Reporting Earnings This Week

Earnings season often separates compelling stocks from the rest of the market, especially when volatility creates sharp divergences in price action and investor expectations. As several high-profile companies prepare to report this week, traders and long-term investors alike are looking for setups where sentiment, fundamentals, and valuation may be misaligned. That’s where opportunity often hides—particularly when headline weakness overshadows improving underlying trends.

This week’s earnings calendar highlights three very different but compelling stocks: Spotify (NYSE: SPOT), Coca-Cola (NYSE: KO), and Cisco Systems (NASDAQ: CSCO). Each enters its report from a distinct position. Spotify is coming off a steep selloff that has reset expectations despite strong recent operating results. Coca-Cola, by contrast, heads into earnings with momentum on its side, benefiting from steady demand, pricing power, and its reputation as a defensive stalwart. Cisco sits at all-time highs, reflecting renewed optimism around AI-driven networking demand and enterprise infrastructure spending.

Taken together, these companies offer a snapshot of how the market is rewarding—or punishing—different narratives ahead of earnings. For investors willing to look beyond the surface, this earnings week may reveal compelling stocks where risk and reward are no longer evenly priced, setting the stage for meaningful post-earnings moves.

Compelling Stocks Reporting Earnings: Spotify

Weakness may be an opportunity for Spotify when it posts earnings on Tuesday. Since peaking in September, SPOT stock is down about 43%. 

But that’ll happen if weaker-than-expected guidance and news lead it to part ways with its longtime chief executive officer (CEO), who will remain involved as Executive Chairman.

In its last report, earnings per share (EPS) of 3.28 euros crushed estimates of 1.97 euros. That was also higher than the 1.45 euros posted year over year. Revenue of 4.27 billion euros was also better than estimates for 4.23 billion euros. It also saw its monthly active users jump by 11% to 713 million. Premium subscribers jumped 12% to 281 million, in line with expectations.

However, we should note two key negatives in the report.

As reported by the company, its gross margin of 31.6% was 50 basis points ahead of guidance because of “rights holder liabilities.” If that were to be excluded, Spotify’s gross margins would have only been “modestly ahead of guidance due to content cost favorability,” as noted by Founder and Executive Chairman Daniel Ek in Q3 2025 earnings commentary. 

Not helping: SPOT forecast fourth-quarter revenue of 4.5 billion euros, below expectations of 4.56 billion euros. It also said it expects total premium subscribers to reach 289 million, short of estimates for 291.1 million.

However, weakness may be an opportunity. 

With a good deal of negativity now priced into the stock, we’re seeing opportunity. Analysts at Oppenheimer said SPOT’s recent $1 monthly price hike could help the stock get on track again. Also, analysts at Goldman Sachs have a buy rating on the stock, noting that investors should take advantage of the drop in SPOT shares. The firm also has a price target of $700.

Compelling Stocks Reporting Earnings: Coca-Cola

Red-hot Coca-Cola will also post earnings on Tuesday. Since bottoming out at around $67.50 in early January, the stock is now up to $79.03 heading into its report. At the moment, KO is expected to post revenue of about $12 billion, up 4% year over year. Adjusted EPS of 57 cents is also expected, which would be 3.6% growth.

Analysts at UBS have a buy rating on the KO stock with an $82 price target. As noted by Investing.com, “UBS analyst Peter Grom forecasts fourth-quarter earnings per share of $0.56, slightly below the Visible Alpha consensus of $0.57, but still expects Coca-Cola to deliver ‘another quarter of +MSD organic growth’ with initial guidance pointing to “another on-algorithm year ahead.”

Compelling Stocks Reporting Earnings: Cisco

Sitting at all-time highs, Cisco will post earnings after the bell on Wednesday.

And if numbers are as good as they were in November, the stock could see higher highs.  

In November, the stock gapped from about $71.34 to a high of about $80 after posting better-than-expected EPS and revenue. Plus, at the time, CSCO said that AI infrastructure orders from “hyper scaler customers” reached $1.3 billion, “reflecting a significant acceleration in growth,” as quoted by CNBC.

“Our relevance in AI continues to build,” CFO Mark Patterson added. “We have a multi-year, multi-billion-dollar campus refresh opportunity starting to ramp, with strong demand for our refreshed networking products.” 

Analysts at Evercore just upgraded the tech giant to outperform with a $100 price target. With regard to AI, the firm said, “Cisco is on track to deliver AI revenues of about $3.0B in fiscal year 2026 (about 5% of sales) and orders of more than $4.0B (versus $2.0B last year),” as noted by Seeking Alpha.

Which of These Compelling Stocks Appeals to You?

With earnings season heating up, Spotify, Coca-Cola, and Cisco each present a different but compelling case heading into their reports. 

Spotify’s selloff has reset expectations and may have already priced in much of the recent negativity, leaving room for upside if margins stabilize and subscriber trends hold. 

Coca-Cola continues to show why it remains a core defensive holding, pairing steady growth with strong price action and dependable execution. Meanwhile, Cisco’s position at all-time highs reflects growing confidence in its AI-driven growth story — and if management delivers again, the stock could continue to push higher.