Skip to content
Axe Capital logo Axe Capital Trading News

4 Stocks Worth Loading Up on Before Earnings Hit

2026-07-27 11:30 Neil Rozenbaum The Motley Fool Positive Axe Cap view: Selective EquitiesEarnings MSFTMETANBISSOFIRDDT

Axe Capital view

Four Stocks to Watch Before Earnings Unfold

Some companies’ earnings can trigger sharp moves; here’s a look at four stocks worth considering ahead of their reports.

Earnings season can deliver surprises, especially when investors price in expectations too aggressively. Microsoft (MSFT) stands out with its shares near a year-low despite solid cloud growth—this dislocation suggests a potential rebound if results meet or beat forecasts. Meta (META), while battered, could surprise on ad revenue recovery as travel and retail pick up. The US-managed business services player NBIS and digital lender SOFI offer less clarity in catalysts, making them more speculative plays on volatility than conviction bets. South African investors won’t find direct JSE equivalents for these names but can watch how USD/ZAR moves around US tech earnings; a strong dollar post-earnings could pressure rand-linked exporters like AngloGold Ashanti. Still, earnings surprises cut both ways and macro factors like interest rate shifts could overshadow company performance. For locals, focus on the earnings themselves but stay alert to currency swings that can influence JSE earnings in unexpected ways—especially resource and tech-adjacent sectors. this is just my opinion and not financial advice

How I would invest

I’d buy Microsoft and Meta ahead of earnings, trimming if gains come too fast, while watching NBIS and SOFI for volatility-driven trades. Keep an eye on USD/ZAR for the broad cue on risk appetite.

Focus assets
  • MSFT
  • META
  • USD/ZAR
What could go wrong
  • US tech earnings disappoint
  • unexpected rand strength diluting exporters' gains
Confidence

6/10

The article recommends four stocks to buy before their upcoming earnings reports, highlighting potential catalysts that could drive stock price movements during earnings season. The video covers specific investment opportunities positioned ahead of earnings volatility.

This article was originally published by The Motley Fool and has been adapted here for Axe Capital Trading News.

Publisher: The Motley Fool

Author: Neil Rozenbaum

Categories: Equities, Earnings

Tickers: MSFT, META, NBIS, SOFI, RDDT

Sentiment: Positive - Multiple related articles highlight Microsoft's upcoming July 29 earnings report as a potential catalyst for stock appreciation, with mentions of it being near a 1-year low and having upside potential. Included in the four recommended stocks for pre-earnings positioning, suggesting analyst confidence in upcoming earnings catalysts despite current negative price movement.

Keywords: earnings season, stock recommendations, pre-earnings positioning, investment catalysts, volatility

Insights:

  • MSFT: Positive: Multiple related articles highlight Microsoft's upcoming July 29 earnings report as a potential catalyst for stock appreciation, with mentions of it being near a 1-year low and having upside potential.
  • META: Positive: Included in the four recommended stocks for pre-earnings positioning, suggesting analyst confidence in upcoming earnings catalysts despite current negative price movement.
  • NBIS: Neutral: Mentioned as one of the four stocks worth buying before earnings, but no specific positive or negative catalysts are detailed in the article content.

Read the full article at the source