Stocks that could win big this earnings season embrace Roblox and Capital One Financial , in keeping with Morgan Stanley. The third-quarter earnings season ramps up subsequent week, with the nation’s largest banks on the docket to report outcomes. Analysts forecast one other stellar quarter of outcomes, with the estimated year-over-year earnings development price for the S & P 500 coming in at 8% — the ninth consecutive quarter of earnings development. Before the beginning of third-quarter earnings season, Morgan Stanley shared an inventory of its overweight-rated stocks that are reporting earnings within the subsequent month and are most probably to indicate earnings in extra of what the Street is anticipating. Some of the businesses within the basket are listed under: One inventory that Morgan Stanley highlighted was Roblox, which stories earnings Oct. 30. Shares of the web sport platform have greater than doubled over the previous six months, surging 138% by way of Tuesday. Last week, Wells Fargo raised its worth goal to $155 per share, up from $153. Analyst Ken Gawrelski’s up to date forecast is 24% above the place Roblox closed Tuesday. “We believe the company’s recent expansion into the ad business represents a large opportunity and see material upside potential to current Street estimates for both bookings and EBITDA, driven by meaningful contribution from ad bookings starting in 2025,” Gawrelski wrote. Wells Fargo has an obese ranking on Roblox. Morgan Stanley additionally favors Capital One Financial, which stories on Oct. 20. The financial institution and bank card issuer has rallied 20% this yr, outperforming the 14% acquire within the S & P 500. Barclays analyst Terry Ma named Capital One a favourite concept within the U.S. client finance area in a analysis report on Monday. “We expect an acceleration of buybacks in 3Q and the start of a more robust capital return plan,” Ma wrote, including that an growth in Discover Financial Services’ community acceptance globally could show a further tailwind for Capital One. Ma has an obese ranking on Capital One and his 12-month worth goal of $257, up from an earlier $253, corresponds to twenty% upside from the financial institution’s Tuesday shut. Another inventory Morgan Stanley expects will report robust earnings this quarter is Reddit , as a consequence of launch outcomes on Oct. 27. The social media inventory has soared 121% over the previous six months. Oppenheimer raised its worth goal on Reddit to $300 in September, up from a earlier $215. Analyst Jason Helfstein’s new goal forecast implies the inventory could rise 46% from Tuesday’s shut. “We believe Reddit is well positioned to continue gaining share of the ~$250B digital ad market ex-GOOG and META. Early monetization efforts have been successful, with pricing holding steady as impressions increased significantly in 2024,” Helfstein wrote. “We believe Reddit’s > 2B posts and > 20B comments is one of the best-written and most authentic sources of human interaction on the internet.” ( Learn the most effective 2026 methods from contained in the NYSE with Josh Brown and others at CNBC PRO Live. Tickets and data right here . )