The headlines scream gloom and doom right now. The Iran war continues on. Oil prices are soaring. Private credit funds are capping redemptions. The S&P 500 was down 5% in March.

And the noise is about to get louder.

Earnings season will kick off before we know it, and the headlines will be plastered with Street Earnings, non-GAAP EPS, and other fabricated EPS designed to mislead investors about the true profitability of publicly traded companies.

In these confusing times, we’re reminded of the famous quote from Warren Buffett: “be fearful when others are greedy and greedy when others are fearful.”

There is opportunity in the market, even when the headlines look scary. You just need to know where to look.

This week, we set our sights on misleading earnings estimates and where the market is most wrong to prepare you for earnings season. We leveraged FinSights, our AI Agent from Google Cloud, and identified the companies most likely to beat and miss Street estimates. Whether looking for opportunities or to protect your portfolio, we’re here to help.

Read our research from this past week to see how superior fundamental data drives insights and creates alpha, no matter the prevailing market narrative.

Earnings Preview:

We’re coming to you before earnings season with real opportunities. We’ve crunched the numbers and identified the five stocks most likely to beat next quarter as well as the five stocks most likely to miss.

How We Protect the Market from Rogue AI:

We need to keep the conversation about safe and responsible AI going. The best defense is to get the truth out first, and get it everywhere.

The Value of Footnotes:

During 4Q25 footnotes season, we parsed 2,234 10-Q and 10-K filings and created $2,010,600 of value for clients.

Featured Stock:

We featured a stock from our Dividend Growth Stocks Model Portfolio. See how this Model Portfolio leverages superior fundamental data to find quality dividend stocks.

Model Portfolio Updates:

We updated our Most Attractive Stocks and Most Dangerous Stocks Model Portfolios for April 2026.

Danger Zone Podcast:

David Trainer joined Chuck Jaffe to discuss how AI is already replacing humans for many jobs and how the trend will break many high-profile companies.

We hope you had a great week!

See a preview of upcoming research below.

Upcoming Research