Morgan Stanley
July 3, 2026
Quant Driven Earnings Ideas
Market ReportEquitiesCommunication ServicesConsumer Discretionary
Morgan Stanley's quantitative research team identifies stocks poised for earnings surprises by integrating MS analyst ratings with a proprietary Earnings Surprise Composite score. The report provides actionable stock lists for the July-August 2026 earnings season.
Key Takeaways
- 1.The Earnings Surprise Composite strategy incorporates Earnings Forecast Landscape, Earnings Quality, and Broader Forecast Dynamics.
- 2.Since 2024, the live performance of the strategy resulted in a pre-cost Sharpe ratio of 1.08 for the US and 1.01 for Europe.
Table of Contents
- Quant Driven Earnings Ideas – Stocks Poised for Earnings Surprises in July 2026
- Key Takeaways
- Live Performance Review
- Disclosure Section
- Analyst Certification
- Global Research Conflict Management Policy
- Important Regulatory Disclosures on Subject Companies
- STOCK RATINGS
- Global Stock Ratings Distribution
- Analyst Stock Ratings
- Analyst Industry Views
- Important Disclosures for Morgan Stanley Smith Barney LLC Customers
- Other Important Disclosures
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Authors
Ronald HoStephan M KesslerRakhi AroraStephan HellerUkyo Haraguchi
Securities
C.NUNHSAN.MC
Themes
Earnings Surprise ForecastingQuantamental Investment Strategy
Regions
North AmericaEuropeUnited StatesSpainFrance