With the quarterly reporting season kicking off this week, investors would be wise to pay attention to stocks with solid earnings momentum, according to Morgan Stanley. More than a dozen companies in the S & P 500 are slated to post latest quarterly results this week, including financial institutions such as Goldman Sachs and Citigroup . The start of reporting season comes as the broad market index approaches a record high of 7,000, despite political and economic uncertainties continuing to leave investors on tenterhooks. Evaluating the top 1,500 stocks by market capitalization, Morgan Stanley looked for overweight or equal-weight names within the consumer discretionary goods, financials, industrials and health-care sectors that are projected to be in the top quartile for next-twelve-months earnings per share revisions. These are a couple of the companies that made Morgan Stanley's list. Robinhood The financial services app is expected to disclose its fourth-quarter earnings results in early February. And based on the trading platform's previous earnings beat record, investors may be in for a pleasant surprise. Robinhood has topped Wall Street's earnings estimates for the past four consecutive quarters, according to LSEG data. That momentum could carry into Robinhood's next earnings report, particularly as the stock surged more than 200% in 2025, despite facing regulatory headwinds and mounting competition from once crypto-only rivals like Coinbase . Delta Air Lines The airliner reported its financial results for the fourth quarter on Tuesday. Adjusted earnings per share came in at $1.55, compared to the $1.53 anticipated by analysts polled by LSEG. Revenue for the period landed at $14.61 billion on an adjusted basis, compared to the $14.69 billion anticipated. The stock fell about 3% on Tuesday after the results. Even as the latest report was mixed, CEO Ed Bastian said that earnings could see a jump of more than 20% this year compared to 2025, potentially reaching a record. He pointed to encouraging signs in the form of seat growth, which he said "virtually all will be in the premium sector." Indeed, while main cabin ticket revenue dropped 7% in the fourth quarter compared to a year earlier, premium ticket revenue gained 9%. Delta shares have risen about 6% in the past 12 months.
