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Palantir and Woodward Jumped on Earnings Beats—Here Are 3 More Setups to Watch
Authored by Bridget Bennett. Date Posted: 2/4/2026.
Summary
- Palantir’s strong guidance—more than its past results—helped reignite bullishness in artificial intelligence-related stocks.
- Woodward’s earnings pop reinforced a clear earnings-season pattern: beats plus raised outlooks are getting rewarded fast.
- Vertiv, EMCOR, and NVIDIA show similar setup signals heading into their upcoming reports, with guidance as the key catalyst.
Earnings season keeps sending the same signal: companies that beat expectations and raise guidance are being rewarded aggressively by the market. Palantir Technologies (NASDAQ: PLTR) and Woodward Inc. (NASDAQ: WWD) offered two recent examples of that dynamic—moves that help explain why investors are increasingly treating guidance as the primary catalyst.
Palantir's latest earnings report reignited enthusiasm for artificial intelligence stocks, sparking a sharp rally on strong sales—and, more importantly, stronger forward guidance. Woodward, a manufacturer of aerospace components and gas turbine systems, also jumped after a robust fiscal Q1 report.
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Discover the gold income breakthrough most investors are missing.Louis Navellier of InvestorPlace suggests the next big winners will be companies that pair strong execution with upward guidance revisions—and several candidates approaching their reports deserve attention.
Palantir: Why Guidance Beats the Rearview Mirror
Asked about Palantir's post-earnings move, Navellier pointed to the company's ability to actually monetize artificial intelligence—something many AI-focused firms still struggle to achieve. Palantir stands out as an "AI applier," using its software to deliver measurable results for customers rather than simply promising future potential.
Navellier also emphasized the importance of leadership when investing in transformative technologies, citing CEO Alex Karp as a key reason for confidence in the company's long-term trajectory.
Palantir entered the year facing skepticism. Short interest and negative media coverage intensified late last year after reports that Michael Burry had purchased put options on Palantir and NVIDIA (NASDAQ: NVDA). That narrative raised valuation concerns and weighed on the stock despite improving fundamentals.
On valuation, Navellier noted that forward-looking metrics tell a very different story. Based on forecasted earnings rather than trailing numbers, Palantir's valuation looks far more reasonable—especially on a two-year view. The latest earnings report helped validate that thesis, with accelerating growth and raised guidance supporting the longer-term outlook.
Woodward's Earnings Pop Reinforces the Pattern
Woodward is benefiting from multiple secular tailwinds. Aerospace demand remains healthy, supported by record aircraft orders and expanding space activity. At the same time, the company is increasingly tied to the data center boom, supplying turbine systems that allow large operators to generate their own power rather than relying solely on utilities.
Strong earnings and upbeat guidance propelled Woodward higher, reinforcing a recurring pattern this season: companies that beat expectations and raise outlooks are attracting fresh capital.
3 Stocks Setting Up for Similar Moves
Navellier highlighted a consistent framework behind these moves. Companies that outperform tend to check several boxes simultaneously: sales growth, expanding margins, positive analyst revisions, earnings surprises and higher guidance. When those elements align, stocks often react sharply, as seen with both Palantir and Woodward.
That setup appears to be forming in several companies that have yet to report.
1. Vertiv Holdings
Vertiv Holdings Co. (NYSE: VRT) sits at the center of the data center buildout, supplying water-cooled rack systems and other critical infrastructure. The company operates in a space similar to Super Micro Computer (NASDAQ: SMCI), though Vertiv has maintained stronger Wall Street relationships and steadier margins.
Demand trends remain exceptionally strong: quarterly orders are rising 20%–35%, while year-over-year growth ranges from 50% to 65%. With data center expansion showing no signs of slowing, suppliers like Vertiv continue to benefit.
Asked about expectations for the upcoming report, Navellier said he would be disappointed if Vertiv failed to deliver at least a 15% earnings surprise. More important than the magnitude of the beat, however, is guidance—beating estimates and raising forecasts has become the defining catalyst for outsized post-earnings moves.
Vertiv's earnings history and ongoing analyst revisions suggest the setup remains favorable into its report.
2. EMCOR Group
EMCOR Group Inc. (NYSE: EME) offers a different profile. While exposed to data center growth, EMCOR stands out as a steadier, more predictable name—more blue-chip in nature than a high-flyer.
Rather than dramatic earnings swings, EMCOR delivers consistent performance and reliable execution. It supplies essential components and services tied to data center construction and infrastructure, positioning it to benefit from the same secular trends as higher-growth peers but with lower volatility.
Navellier described EMCOR as a predictable holding that is expected to beat estimates and provide solid guidance—though without the explosive surprises seen in more aggressive growth stocks. That predictability makes it an attractive complement for investors balancing higher-risk AI exposure.
Navellier also emphasized risk management: he favors allocating the majority of capital to conservative and moderate-risk holdings while reserving a smaller portion for high-risk opportunities. He added that institutional accumulation—not just innovation—is ultimately what makes a stock "safe," because persistent flows from large investors tend to support longer-term trends through volatility.
3. NVIDIA
The final name needs little introduction.
NVIDIA Corp. (NASDAQ: NVDA) remains the dominant force in AI hardware, with sales growth exceeding 70% and operating margins that are exceptionally high. Despite its size, NVIDIA continues to deliver accelerating sales and earnings—a rare combination.
The upcoming rollout of its next-generation Vera Rubin chip is expected to drive another replacement cycle, offering significant improvements in speed and energy efficiency.
Navellier also explained why NVIDIA shares do not always surge immediately after earnings, even following blowout results: given the stock's massive market capitalization, heavy options activity and market-making dynamics can sometimes temper short-term price reactions. Over time, however, NVIDIA has consistently trended higher as fundamentals reassert themselves.
Concerns raised late last year after Michael Burry's put options created a temporary narrative shift, but earnings season has helped reset expectations. As results and guidance continue to confirm NVIDIA's dominance, those doubts have largely faded.
The Bigger Picture
From Palantir's AI-driven breakout to Woodward's manufacturing surprise, this earnings season has delivered a clear message: strong guidance, positive revisions and real monetization matter more than headlines or short-term narratives.
With Vertiv, EMCOR and NVIDIA all reporting soon, investors may see that pattern repeat once again.
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