Analysts referencing Yahoo Finance SPY projections expect Q3 earnings to remain robust, keeping valuations within the historical premium range versus mid-cap indices. Momentum is expected to persist, fueled by strong demand for AI and growing optimism over a potential interest rate cut by the Federal Reserve later this year. Palantir Technologies builds and deploys software platforms for the intelligence community, principally in the United States. The stock has jumped more than 97% so far this year and has an estimated earnings growth rate of 41.5% for 2025. Palantir Technologies has a Zacks Rank #5 (Strong Sell) and a Growth Score of A. NRG Energy is engaged in the production, sale and delivery of energy and energy products and services to residential, industrial as well as commercial consumers in major competitive power markets in the United States. The stock saw a solid earnings estimate revision of four cents over the past seven days for this year and has an estimated growth rate of 17.6%. NRG Energy has soared about 70.6% so far this year and has a Zacks Rank #3 (Hold). Seagate Technology is a leading provider of data storage technology and infrastructure solutions. The company’s primary product offering is hard disk drives, which are commonly referred to as disk drives, hard drives or HDDs. The stock saw a positive earnings estimate revision of 16 cents over the past month for the fiscal year (June 2026) and has an estimated growth of 26.3%. Seagate Technology has jumped about 70% this year and has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here . Howmet Aerospace provides engineered solutions for customers in the transportation and aerospace (both defense and commercial) industries. The stock has risen 67.6% this year and saw positive earnings estimate revision of a penny for this year over the past month. Howmet Aerospace has an expected earnings growth rate of 29% for this year and a Zacks Rank #3. GE Vernova is an energy company that includes Power, Wind and Electrification segments and is supported by its accelerator businesses of Advanced Research, Consulting Services and Financial Services. The stock has climbed 66.9% so far this year. GE Vernova saw a solid earnings estimate revision of 22 cents over the past month for this year and has an estimated growth rate of 32.3%. The stock has a Zacks Rank #3. Based on Yahoo Finance SPY data, short interest remains low, implying traders lean toward continued upward movement. The broader macro backdrop, including strong employment data, supports risk-on positioning.
