Season Review: What Will GM, SBUX, MSFT, and More Offer?

Balance Sheet Agenda: Major Openings Awaiting Investors

The balance sheet season is kicking off another exciting period for investors. This week, more than 90 companies in the S&P 500 index will announce their results, influencing the markets. Among these companies are major players such as General Motors (GM), Starbucks (SBUX), Microsoft (MSFT), and Tesla (TSLA), capturing the attention of investors.

General Motors (GM): Strong Performance Expectations

General Motors is preparing to announce its fourth-quarter results. Market analysts expect the company to increase its profits by over 10%, following the positive impression it made in previous quarters. Last month, the company raised its annual sales target for 2025 by 5.5%, aiming to carry its strong momentum into 2026.

Starbucks (SBUX): Goals and Struggles

Another notable name, Starbucks, is expected to see a 10% decline in its fourth-quarter profits. However, Deutsche Bank predicts that the company's profit margin could rise to between 14% and 14.5% in the 2028 fiscal year. SBUX aims to derive positive results from this process through cost optimization and successful strategies.

Microsoft (MSFT): Goals and Key Areas

Microsoft's fourth-quarter balance sheet will be announced after the market closes. The company has a historical beat rate of 82%, with predictions that its profit growth will be around 20%. Analysts will closely monitor Microsoft’s performance in the Azure and Windows markets.

Tesla (TSLA): Challenging Expectations

Tesla anticipates a decrease in revenues this quarter following previous quarters' revenue growth. HSBC analysts point out that the company may face challenges with its revenues. Competition in the sector and pricing strategies could impact Tesla’s balance sheet.

Meta Platforms: Overcoming Competition

Meta will share its results after the market closes. The company is expected to increase its revenues by 20% year-over-year. Analysts believe that the increase in app interactions and advertising revenues will help Meta present a strong balance sheet.

Caterpillar and Apple: Announced Expectations

Caterpillar will make an announcement before the market opens, with its stock attracting attention due to its strong performance in recent years. Apple is also expected to see strong demand for the iPhone 17 and growth in service revenues. The balance sheet results for both companies will further increase investor interest.