Stocks like DUK, BAM, RACE, TDG, CEG, ZTS, MAR, AEP, MPLX, MPC, FIS, and WEC are gaining traction

Investors are eagerly awaiting the first-quarter earnings report from Duke Energy Corporation, which is expected to show earnings per share (EPS) in the range of $1.54 to $1.59, a rise from $1.44 in the previous year, with revenue estimates between $7.79 billion and $8.11 billion. Duke Energy’s strategic emphasis on modernizing the grid, investing in clean energy, and maintaining a consistent customer base is anticipated to drive robust financial results. The company has a history of exceeding earnings expectations slightly and has minimal exposure to broader economic factors, making it an attractive defensive stock in the current market climate.

At the same time, Brookfield Asset Management is projected to report first-quarter revenue of $1.81 billion and EPS of $0.58. While revenue predictions have decreased in recent months, EPS estimates have risen. The company’s diverse asset management platform and global presence will be under scrutiny, along with any updates regarding fee growth and fundraising activities.

Ferrari N.V. is forecasted to show continued revenue and profit growth in the first quarter due to strong demand for luxury vehicles and a robust order backlog. Investors will be keenly observing announcements about new vehicle models and advancements in electrification and hybrid technology.

TransDigm Group, known for consistently surpassing earnings expectations, is expected to continue this trend in the current quarter. With a high price-to-earnings ratio compared to the industry average, the market is anticipating exceptional earnings growth driven by strong aerospace demand and pricing power.

In the energy sector, Constellation Energy Corporation is anticipated to report a 17.6% year-over-year increase in EPS for the first quarter, building on its history of exceeding estimates. The company’s focus on clean energy initiatives and regulatory updates will be of interest to investors.

Moving to the healthcare sector, Zoetis Inc., a prominent player in animal health, is positioned to announce its first-quarter results. The market will pay attention to growth in both the companion animal and livestock segments, as well as updates on new product launches and margin trends.

Marriott International is scheduled to reveal its first-quarter results, with consensus EPS at $2.27, marking a 6.6% increase from the previous year, and expected revenue of $6.27 billion, up by 5%. Factors such as revenue per available room (RevPAR) and average daily rate (ADR) will be key drivers to watch, along with Marriott’s global expansion plans.

American Electric Power is projected to report steady earnings, with a focus on updates related to infrastructure investments, regulatory developments, and weather impacts on demand. Similarly, MPLX LP and Marathon Petroleum Corp. will release their first-quarter results amid volatile energy markets, with investors monitoring factors such as midstream volumes, refining margins, and capital allocation strategies.

Lastly, Fidelity National Information Services will share its first-quarter numbers, with a spotlight on trends in payment processing and banking technology demand, as well as potential margin improvements post-restructuring efforts. Meanwhile, WEC Energy Group is expected to disclose its first-quarter results, with a close watch on customer growth, clean energy investments, and regulatory updates in its Midwest service areas.