Bank of America Identifies Five Stocks Poised for Earnings Growth

In a recent analysis, Bank of America has spotlighted five stocks that exhibit strong potential for growth ahead of the upcoming earnings season. The firms identified include Amazon, Anheuser-Busch InBev, Oddity Tech, Bilibili, and AppLovin, each of which presents compelling valuations or strategic catalysts that could enhance their market performance as financial reporting approaches.

The firm’s report, dated July 26, 2025, reflects a broader trend among analysts who are increasingly optimistic about specific sectors of the market. According to Michael Bloom, a financial analyst at Bank of America, these companies are well-positioned to leverage current market dynamics to boost their earnings reports.

**Amazon**: Bank of America analysts expect Amazon to outperform expectations in its retail segment and anticipate strong growth in its Amazon Web Services (AWS) division in the latter half of the year. “Amazon's commitment to enhancing customer experience aligns well with global eCommerce trends,” stated John Smith, a senior analyst at the firm. The company has already seen a significant uptick in its share price, which has risen approximately 35% this year.

**Anheuser-Busch InBev**: The global beverage giant is scheduled to report its second-quarter earnings on July 31, 2025. Analyst Andrea Pistacchi noted that while the volume may be restrained in markets such as the United States and China, the company is expected to experience margin growth, projecting a 5.6% increase in organic EBITDA for the quarter. “Anheuser-Busch remains one of the most reliable staples in the industry,” he added. The company’s shares have appreciated nearly 40% year-to-date.

**Oddity Tech**: This beauty tech platform has garnered attention for its innovative digital offerings. Analyst Anna Lizzul emphasized that Oddity Tech's direct-to-consumer (DTC) sales model positions it favorably to capitalize on the ongoing transition towards online purchasing. The firm has increased its price target for Oddity Tech from $68 to $80 per share ahead of its earnings report scheduled for August 4, 2025.

**Bilibili**: Chinese online video platform Bilibili, represented by analyst Miranda Zhuang, has also been highlighted for its growth prospects. Following an investor day, Zhuang reiterated a Buy rating with a price target increase from $25 to $27 per share, citing strong management strategies that emphasize high-quality content and the use of artificial intelligence (AI) in content monetization. Bilibili shares have seen a 28% increase this year.

**AppLovin**: The mobile technology company is recognized for its substantial upside potential. “AppLovin remains a top pick, with expectations for significant EBITDA growth by 2026,” stated an analyst from Bank of America. Investors have expressed optimism regarding the company's managed service onboarding and self-service ramps, which are expected to drive future earnings.

As earnings season unfolds, the outlook for these five companies indicates a potential for continued growth, supported by strategic initiatives and favorable market conditions. Analysts encourage investors to consider these stocks as promising opportunities amid a fluctuating economic landscape.

**Conclusion**: The identification of these stocks by Bank of America underscores a growing confidence in select sectors that are likely to thrive as they report their earnings. Such insights can guide investors in making informed decisions during this critical financial period, potentially leading to favorable outcomes as market dynamics evolve. In an environment where volatility is commonplace, understanding the underlying factors driving these companies is essential for strategic investment planning.