Earnings season picks up pace in the upcoming holiday-shortened week with a lineup of heavyweights across banking, healthcare, tech, and industrials. 

Key names set to report include Bank of America (BAC), Johnson & Johnson (JNJ), Netflix (NASDAQ:NFLX), Taiwan Semiconductor (NYSE:TSM), and Citigroup (NYSE:C). 

Other closely watched updates will come from ASML (ASML), Kinder Morgan (NYSE:KMI), UnitedHealth (UNH), Goldman Sachs (NYSE:GS), Blackstone (BX), Abbott Labs (NYSE:ABT), American Express (AXP), United Airlines (UAL), Alcoa (AA), U.S. Bancorp (USB), and Prologis (PLD), offering a broad look at macro and sector-specific trends heading into the heart of the season.

Below is a rundown of major quarterly updates anticipated in the week of April 14 to April 18:

Monday, April 14

Following a series of bank earnings reported at the end of last week, Goldman Sachs (NYSE:GS) is scheduled to post its Q1 results before Monday’s opening bell. Analysts project a 6% Y/Y EPS increase and a 4% rise in revenue.

While Wall Street maintains a Buy rating on the stock, Seeking Alpha’s Quant Rating system holds a more cautious Hold due to concerns around valuation and profitability.

Last month, Oppenheimer downgraded the stock to Perform from Outperform, citing a stalled M&A rebound amid tariff uncertainty and broader macro risks.

Similarly, SA contributor Daniel Urbina recently downgraded Goldman Sachs (NYSE:GS) to Sell from Buy, citing a shift in the macroeconomic outlook since February. He noted that recession concerns and weaker economic growth could weigh on IPOs, M&A activity, and fee income. While valuations remain near historical averages, Urbina argues that the stock doesn’t reflect the risk of a sharper slowdown, making the current pricing less compelling.

• Consensus EPS Estimates: $12.28
• Consensus Revenue Estimates: $14.71B
• Earnings Insight: Goldman Sachs has beaten revenue expectations in 7 of the past 8 quarters, missing EPS estimates twice in that span.

Also reporting: M&T Bank (MTB), Ontrak (OTRK), Pinnacle Financial Partners (PNFP), and more.

Tuesday, April 15

Bank of America (BAC)

Bank of America (BAC) is set to report its Q1 earnings before Tuesday’s market open, alongside Citigroup (NYSE:C), with analysts expecting modest single-digit year-over-year growth in both earnings and revenue. The results will follow a wave of Q1 reports from peers, including upbeat numbers from JPMorgan (JPM) and Morgan Stanley (MS), and mixed outcomes from BlackRock (BLK) and Wells Fargo (WFC), a lineup that has broadly improved sentiment across the banking sector.

The bank gets a Hold rating from Seeking Alpha's Quant Rating system, in contrast to the Strong Buy consensus among Wall Street analysts.

SA contributor Julia Ostian maintains a Hold rating on Bank of America, citing heightened economic uncertainty and a shift in market sentiment heading into the Q1 2025 release. While BAC delivered a solid Q4 2024 performance, the stock has notably lagged peers like JPMorgan and Wells Fargo this year, raising questions about its resilience. Although management remains optimistic about net interest income (NII) growth in 2025, Ostian warns that inflationary pressures, tariff concerns, and rising consumer credit risks could test that upbeat outlook. She advises a cautious stance until the earnings report provides updated clarity. 

On the other hand, SA contributor Paul Franke adopts a more bearish stance on Bank of America, assigning it a Sell rating. He warns that the bank's sizable exposure to consumer and small business loans leaves it particularly vulnerable amid growing macroeconomic pressures. Franke also flags Warren Buffett’s decision to trim his BAC holdings in 2024 as a concerning signal. Looking ahead, he cautions that a potential 2025 recession—possibly fueled by stagflationary policies and a pullback in Wall Street wealth, could significantly pressure the stock. Additionally, his technical momentum analysis, including weak readings from On-Balance Volume (OBV) and Ease of Movement (EMV), suggests the risk of further downside.

• Consensus EPS Estimates: $0.81
• Consensus Revenue Estimates: $26.91B
• Earnings Insight: The bank has exceeded EPS expectations in 6 of the past 8 quarters, and revenue expectations in only one of those reports.

Also reporting: Johnson & Johnson (JNJ), Citigroup (NYSE:C), United Airlines (UAL), Ericsson (ERIC), PNC Financial Services Group (PNC), Omnicom Group (OMC), Interactive Brokers Group (IBKR), J.B. Hunt Transport Services (JBHT), Albertsons Companies (ACI), and more.

Wednesday, April 16

Abbott Laboratories (NYSE:ABT)

Healthcare conglomerate Abbott Laboratories (NYSE:ABT) is scheduled to report its Q1 financial results before the market opens on Wednesday.

Recently, the company secured FDA approval for an investigational device exemption tied to its Coronary Intravascular Lithotripsy System, aimed at treating severe calcification in coronary arteries before stenting. The clinical trial is expected to enroll up to 335 participants across 47 sites in the U.S.-

Meanwhile, Abbott was recently named among the 30 most preferred stocks across all 11 S&P sectors by the UBS CIO Americas wealth management equity sector strategy team.

Abbott receives a Hold rating from Seeking Alpha’s Quant Rating system, in contrast to a consensus Buy rating from Wall Street analysts.

SA contributor Motti Sapir takes a bullish stance on ABT, arguing that it is undervalued due to strong fundamentals, robust cash flow, and strategic moves in high-growth areas like diabetes and weight-loss care. The company’s FreeStyle Libre system and new Protality brand support its long-term growth trajectory. With a net income margin of nearly 32% and over $8.5B in operational cash flow, Sapir assigns a 12–18-month price target of $145–$160, calling Abbott a compelling opportunity for growth, stability, and income.

• Consensus EPS Estimates: $1.07
• Consensus Revenue Estimates: $10.41B
• Earnings Insight: The company has exceeded EPS and revenue expectations in 7 of the past 8 quarters.

Also reporting: Kinder Morgan (NYSE:KMI), ASML Holding (ASML), Alcoa (AA), U.S. Bancorp (USB), CSX (CSX), Prologis (PLD), Travelers Companies (TRV), Citizens Financial Group (CFG), SL Green Realty (SLG), Bank OZK (OZK), Progressive (PGR), Martin Midstream Partners LP (MMLP), and more.

Thursday, April 17

Netflix (NASDAQ:NFLX)

Streaming giant Netflix (NASDAQ:NFLX) is set to report Q1 results on Thursday after the bell. Shares have climbed 49% over the past 12 months, but are up only 3% YTD.

The Seeking Alpha Quant Rating turned cautious in April, downgrading the stock to Hold from Strong Buy, even as Wall Street analysts maintain Buy ratings.

SA contributor YR Research remains bullish, citing Netflix’s transformation into a “Need” over a “Want” with over 300M subscribers, an unmatched content library, and a leading digital platform. The contributor’s proprietary data points to 8% viewership growth in Q1, alongside record-high Nielsen viewing share, supporting expectations of solid subscriber and revenue gains.

While acknowledging the stock’s premium valuation, YR Research believes consensus estimates are conservative, assigning a $1,000 price target based on a 33x multiple on projected 2026 earnings.

• Consensus EPS Estimates: $5.74
• Consensus Revenue Estimates: $10.51B
• Earnings Insight: Netflix has exceeded EPS estimates in 7 of the past 8 quarters, while exceeding revenue expectations in just 6 of those reports.

Also reporting: Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), UnitedHealth Group (UNH), Blackstone (BX), American Express (AXP), Truist Financial Corporation (TFC), D.R. Horton (DHI), Charles Schwab (SCHW), Huntington Bancshares (HBAN), KeyCorp (KEY), Regions Financial (RF), Infosys Technologies (INFY), Ally Financial (ALLY), Fifth Third Bancorp (FITB), and more.

Friday, April 18

Good Friday, the U.S. markets will be closed.