Jefferies believes that some shares that have not felt the love not too long ago from Wall Avenue may win huge this earnings season. The second-quarter experiences are coming quick and livid, with this week anticipated to be the busiest one. Roughly 30% of the S & P 500 — or 151 firms within the benchmark — are scheduled to submit their newest earnings. 9 of the Dow Jones Industrial Common’s 30 shares will even launch outcomes. 4 of the “Magnificent Seven” cohort will headline the week, which will even be an enormous one for pharmaceutical and oil firms. Forward of this, Jefferies analysts shared a be aware highlighting shares that Wall Avenue could have missed that might outperform. “We opine on upcoming earnings releases, knowledge readouts and different standout occasions that we count on to maneuver shares within the [near term],” the financial institution wrote within the be aware. “Primarily based on channel checks, alt knowledge reads, knowledgeable calls and conversations with trade contacts, our evaluation suggests upcoming earnings & occasions may drive outsized share strikes.” Spotify , up 54% yr to this point as of Thursday afternoon, was one identify on Jefferies’ checklist. Analyst James Heaney’s $845 value goal implies upside of 25% from the inventory’s Wednesday shut. “We see areas for upside each short-term and long-term. The [gross margin] development has slowed this yr from SPOT’s investments in its video podcasts enterprise. Nonetheless, top-line developments stay favorable, and we predict a subscriber beat on a information of +5M is probably going into 2Q25,” the analyst wrote. Spotify will report earnings Tuesday. Boeing , which additionally posts earnings Tuesday, may rise 13% from right here. The inventory has surged 32% in 2025. “We now estimate 413 whole 737s for ’25, with the 209 delivered in 1H representing over 50% protection and sure upside on a sustained 38/mo manufacturing charge. Every extra MAX provides $10M in [free cash flow] on our est,” wrote analyst Sheila Kahyaoglu. Jefferies additionally highlighted Clorox , which experiences its fiscal fourth-quarter outcomes Thursday. Shares of Clorox are down 19% this yr. “Shares have bought off this yr (-20%), and commerce near 19x 2FY earnings, nicely beneath the 10Y common of 24x. We count on a broad-based beat in F4Q, noting shipments can be forward of consumption as retailers put together for Clorox’s July ERP transition,” wrote analyst Kaumil Gajrawala. The analyst’s $145 value goal is roughly 10% above the place shares of Clorox closed on Wednesday. Two different names Jefferies likes forward of earnings embody LPL Monetary and Honest Isaac .