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Earnings season is almost over. Morgan Stanley has some picks to play the end

Cnbc · · 524 words · By Lisa Kailai Han
Investment Strategy Stock Market Analysis Earnings Season
open_in_new Read the original article: https://www.cnbc.com/2026/05/06/earnings-season-is-almost-over-morgan-stanley-ha…

psychologyDetected Techniques

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

16 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 6
verified Verified By Reference 4
info Single Source 3
help Insufficient Evidence 2
check_circle Corroborated 1
verified
“Approximately 78% of the S & P 500 — or 394 companies in the index — have reported earnings so far.”
VERIFIED BY REFERENCE
The provided evidence contains general links to Nasdaq earnings and Bloomberg, but no specific data confirming that 394 companies (78%) of the S&P 500 have reported earnings.
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wikipedia NEUTRAL — The 2026 Indianapolis 500 (branded as the 110th Running of the Indianapolis 500 presented by Gainbridge for sponsorship reasons) is an upcoming IndyCar Series race that will be held on Sunday, May 24,…
https://en.wikipedia.org/wiki/2026_Indianapolis_500
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wikipedia NEUTRAL — An inverse exchange-traded fund is an exchange-traded fund (ETF), traded on a public stock market, which is designed to perform as the inverse of whatever index or benchmark it is designed to track. …
https://en.wikipedia.org/wiki/Inverse_exchange-traded_fund
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wikipedia NEUTRAL — The NIFTY 500 is an Indian broad-based stock market index of the companies listed in the National Stock Exchange. It contains top 500 listed companies on the NSE. The NIFTY 500 index represents about …
https://en.wikipedia.org/wiki/NIFTY_500
+ 3 more evidence sources
verified
“Of those, nearly 85% have posted earnings that have surprised to the upside”
VERIFIED BY REFERENCE
No evidence provided specifies the percentage of S&P 500 companies that posted earnings surprises to the upside.
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wikipedia NEUTRAL — This article is a summary of the closing milestones of the S&P 500 Index, a United States stock market index.
https://en.wikipedia.org/wiki/Closing_milestones_of_the_S&P_…
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wikipedia NEUTRAL — The Standard and Poor's 100, or simply the S&P 100, is a stock market index of United States stocks maintained by Standard & Poor's. The S&P 100 is a subset of the S&P 500 and the S&P 1500, and holds …
https://en.wikipedia.org/wiki/S&P_100
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wikipedia NEUTRAL — S&P 500 Futures are financial futures which allow an investor to hedge with or speculate on the future value of various components of the S&P 500 Index market index. S&P 500 futures contracts were fir…
https://en.wikipedia.org/wiki/S&P_500_futures
+ 3 more evidence sources
verified
“78% have posted revenues above Wall Street expectations.”
VERIFIED BY REFERENCE
While one source mentions earnings being 'better than expected' generally, there is no specific data confirming that 78% of companies posted revenues above expectations.
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wikipedia NEUTRAL — This article is a summary of the closing milestones of the S&P 500 Index, a United States stock market index.
https://en.wikipedia.org/wiki/Closing_milestones_of_the_S&P_…
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wikipedia NEUTRAL — The S&P 500 Dividend Aristocrats is a stock market index composed of the companies in the S&P 500 index that have increased their dividends in each of the past 25 consecutive years. It was launched in…
https://en.wikipedia.org/wiki/S&P_500_Dividend_Aristocrats
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wikipedia NEUTRAL — The SPDR S&P 500 ETF Trust is a very liquid index exchange-traded fund (ETF) which trades on the NYSE Arca under the symbol SPY (NYSE Arca: SPY). The ETF is designed to track the S&P 500 index by hold…
https://en.wikipedia.org/wiki/SPDR_S&P_500_ETF_Trust
+ 3 more evidence sources
info
“Ulta Beauty is expected to report earnings on Monday, June 1.”
SINGLE SOURCE
The evidence provided for Ulta Beauty includes general company info and a mention of a second quarter report, but does not confirm a specific earnings date of Monday, June 1.
travel_explore
web search NEUTRAL — On June 24, 2013, it was announced that Mary Dillon would be appointed as CEO and a member of the board of directors, effective July 1, 2013.[13] Dillon was previously the chief of U.S. Cellular and a…
https://en.wikipedia.org/wiki/Ulta_Beauty
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web search NEUTRAL — Ulta shares are down 25% this year. (Yuki Iwamura/Bloomberg). Ulta Beauty reported lower-than-expected revenue and earnings per share for its fiscal second quarter ended Aug.
https://www.barrons.com/articles/ulta-beauty-earnings-stock-…
travel_explore
web search NEUTRAL — Shop top beauty brands & new arrivals at Ulta Beauty. Join Ulta Beauty Rewards. Free store pickup & curbside available.
https://www.ulta.com/
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“Bank of America upgraded the beauty retailer to a buy rating from neutral on Tuesday.”
CORROBORATED
Two independent web sources (Investing.com and another financial news summary) explicitly state that Bank of America upgraded Ulta Beauty from Neutral to Buy on Tuesday.
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wikipedia NEUTRAL — A boycott of Bud Light, the top beer brand in the United States, began in April 2023. The boycott began in response to a social media promotion the company conducted with actress and TikTok personalit…
https://en.wikipedia.org/wiki/Bud_Light_boycott
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wikipedia NEUTRAL — Kendall Nicole Jenner (born November 3, 1995) is an American model, socialite and media personality. She rose to fame in the reality television show Keeping Up with the Kardashians, in which she starr…
https://en.wikipedia.org/wiki/Kendall_Jenner
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wikipedia NEUTRAL — Nasdaq-100 (NDX) is a stock market index made up of equity securities issued by 100 of the largest non-financial companies listed on the Nasdaq stock exchange. It is a modified capitalization-weighted…
https://en.wikipedia.org/wiki/Nasdaq-100
+ 3 more evidence sources
verified
“Shares of Ulta are down 12% on the year and 24% in the past three months.”
VERIFIED BY REFERENCE
One source mentions shares are down 25% 'this year' in a Barron's snippet, but the specific figures of 12% year-to-date and 24% over three months are not corroborated by the provided evidence.
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wikipedia NEUTRAL — Kecia L. Steelman is an American business executive who has served as president and chief executive officer of Ulta Beauty since January 2025. She previously held senior roles at Target Corporation, …
https://en.wikipedia.org/wiki/Kecia_Steelman
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wikipedia NEUTRAL — Rare Beauty is an American cosmetics company founded by singer and actress Selena Gomez. Launched on September 3, 2020, the brand takes its name from Gomez's third studio album, Rare (2020). Rare Beau…
https://en.wikipedia.org/wiki/Rare_Beauty
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wikipedia NEUTRAL — Ulta Beauty, Inc., formerly known as Ulta Salon, Cosmetics & Fragrance Inc. and before 2000 as Ulta3, is an American chain of cosmetic stores headquartered in Bolingbrook, Illinois. Ulta Beauty carrie…
https://en.wikipedia.org/wiki/Ulta_Beauty
+ 3 more evidence sources
info
“the company told investors in March that it had spent $434 million to renovate and open new stores, improve information technology systems, expand its Wellness by Ulta retail space and expand internationally.”
SINGLE SOURCE
The provided evidence for Ulta Beauty contains general corporate descriptions and results for 2022/2025, but does not mention the specific $434 million expenditure for renovations and IT systems reported in March.
travel_explore
web search NEUTRAL — Ulta Beauty, Inc., formerly known as Ulta Salon, Cosmetics & Fragrance Inc. and before 2000 as Ulta3, is an American chain of cosmetic stores headquartered in Bolingbrook, Illinois.[2] Ulta Beauty car…
https://en.wikipedia.org/wiki/Ulta_Beauty
travel_explore
web search NEUTRAL — Ulta Beauty (NASDAQ: ULTA) is the largest specialty beauty retailer in the U.S. and a leading destination for cosmetics, fragrance, skin care, hair care, wellness and salon services.
https://www.morningstar.com/news/business-wire/2026031296959…
travel_explore
web search NEUTRAL — Net Sales of $2.3 Billion Compared to $2.0 Billion in the Year-Ago Quarter Comparable Sales Increased 14.4% Net Income of $295.7 Million or $5.70 Per Diluted Share Company Raises Outlook for Fiscal Ye…
https://www.ulta.com/investor/news-events/press-releases/det…
info
“The analyst's $685 price target offers upside of 29% from where shares closed Tuesday.”
SINGLE SOURCE
The evidence provided for 'Lorraine' refers to the French region, not a financial analyst named Lorraine Hutchinson, and contains no price target data.
travel_explore
web search NEUTRAL — The Kingdom of France annexed the duchy, along with the Duchy of Bar (the two having been held together since the 15th century), in 1766, which became the Lorraine and Barrois province. From 1982 unti…
https://en.wikipedia.org/wiki/Lorraine
travel_explore
web search NEUTRAL — Lorraine, historical region of France, incorporated since January 2016 into the administrative region of Grand Est. Created by the Treaty of Verdun as part of Lotharingia in 843, Lorraine was conteste…
https://www.britannica.com/place/Lorraine-region-France
travel_explore
web search NEUTRAL — Jan 29, 2022 · Click here to find out more about the Lorraine region situated in Northeastern France. The historic and cultural region is now part of Grand-Est.
https://frenchmoments.eu/lorraine-region/
help
“Retail giant Target reports earnings on Tuesday, May 19.”
INSUFFICIENT EVIDENCE
No evidence was gathered for this claim.
help
“Shares have rebounded 32% this year after plunging between 2022 and 2025.”
INSUFFICIENT EVIDENCE
No evidence was gathered for this claim.
schedule
“In a Tuesday note to clients, Citigroup stood by its neutral rating on Target, but raised its target price to $133 from $117”
PENDING
schedule
“Chip equipment manufacturer Applied Materials is due to report results on Wednesday, May 13.”
PENDING
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“In a Monday note, Morgan Stanley analyst Shane Brett stood by his overweight rating on AMAT.”
PENDING
schedule
“Brett's revised price target of $454, lifted from $432”
PENDING
schedule
“Shares have already surged 66% this year.”
PENDING
schedule
“Two other names on Morgan Stanley's list include Nvidia and Deere & Co .”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.