November Outlook for Dividend Stars

Uber (UBER) reports Q4 2025 earnings on February 4, 2026, with consensus estimates of $0.78 EPS and $14.32 billion in revenue, up about 20% year over year.

Qualcomm’s Q1 FY2026 report, covering the period ended December 28, 2025, arrives amid a pivotal shift in the semiconductor landscape. While handset growth moderates, the company is expanding in automotive, IoT, and AI-enabled devices.

UBS Group AG reports Q4 2025 earnings on February 4, 2026, with consensus EPS ranging $0.25–$0.67 and revenue around $11.62 billion, down YoY. HSBC Holdings plc reports Q4 earnings on February 25, 2026, with consensus EPS ~$1.57; Q3 showed resilient net interest income despite $1.4B in legal provisions.

Boston Scientific’s Q4 caps a transformative year, driven by ~15.5% organic growth from WATCHMAN, FARAPULSE electrophysiology, and MedSurg expansions. As a leader in minimally invasive devices, BSX’s results set the benchmark against Medtronic and Stryker—diversified medtech giants navigating tariffs, procedural rebounds, and innovation.

Datadog (DDOG) has come under pressure in recent sessions as volatility across the software sector weighs on sentiment ahead of earnings. Trading in the $108–120 range following a pullback from highs near $200, the stock reflects a disconnect between near-term market caution and resilient underlying fundamentals.

Starbucks shares have shown renewed strength in recent trading, rebounding from earlier lows within a 52-week range of $75.50 to $117.46. The recovery reflects improving comparable sales trends and a return to transaction growth, suggesting early progress from operational initiatives aimed at reconnecting with customers.

DoorDash holds a Strong Buy consensus from 33 analysts, with an average 12-month price target of $280.82, implying more than 40% upside from recent trading levels.

Amazon’s Q4 report capped a strong year marked by accelerating cloud growth, steady retail execution, and expanding advertising profitability. The results reinforced Amazon’s positioning as a core beneficiary of enterprise AI demand, particularly through AWS, while highlighting improving operating leverage across the broader business.

ConocoPhillips reported Q4 2025 adjusted EPS of $1.02, below consensus of $1.08, driven by weaker realized commodity prices.

ICE reported Q4 2025 net revenues of $2.5 billion, up 8% year-over-year, capping 20 consecutive years of record annual revenues at $9.9 billion.

Eli Lilly’s Q4 results highlight explosive growth from GLP-1 therapies, cementing leadership in obesity and diabetes. The company’s strong revenue beat and robust 2026 guidance illustrate high-growth pharma dynamics. Johnson & Johnson, in contrast, exemplifies a diversified healthcare strategy, combining pharmaceuticals, MedTech, and consumer health for steady expansion.

Eli Lilly (LLY), AbbVie (ABBV), and Merck (MRK) all reported strong Q4 2025 earnings, but the market reacted differently to each, reflecting variations in growth profiles, product concentration, and sector dynamics. AbbVie delivered Q4 revenue of $16.62 billion, up 10% year-over-year, with full-year revenue reaching $61.2 billion, an 8.6% increase. Adjusted EPS came in at $2.71, surpassing consensus, though shares dipped following the report amid ongoing Humira concerns

Novo Nordisk (NVO) reported Q4 2025 EPS of $1.02, surpassing estimates of $0.92, with revenue of $12.53B vs $11.99B expected. Full-year 2025 sales rose 10% at constant exchange rates (CER) to DKK 309B, but 2026 guidance anticipates a 5–13% decline at CER due to pricing pressures. Novartis (NVS) posted Q4 core EPS of $2.03, beating $1.99 estimates; net sales of $13.34B slightly missed consensus. FY sales grew 8%, with core EPS up 17% to $8.98.

MUFG (Mitsubishi UFJ Financial Group) posted Q3 FY2026 profits of ¥1.81 trillion, up 3.7% YoY, on track for its full-year target of ¥2.1 trillion. HSBC is set to report Q4 FY2025 earnings on Feb 25, 2026, with consensus EPS around $1.60; recent quarters showed resilient net interest income (NII) supported by Asia wealth growth.

Gogo shares continue to trade near 52-week lows around $4, weighed down by competitive threats from Starlink and slower-than-anticipated AVANCE system upgrades. William Blair downgraded the stock to Market Perform in December 2025, citing leverage concerns and intensifying rivalry in in-flight connectivity.

Quantum Computing Inc. completed a $110 million acquisition of Luminar Semiconductor on February 2, significantly strengthening its photonics and manufacturing capabilities. Shares have traded with elevated volatility, peaking near $12.70 in mid-January before retreating to the $9 range amid heavy volume.

ERII shares have remained resilient, trading near $15.47 ahead of Q4 and full-year 2025 earnings scheduled for February 25, 2026. Q3 2025 results exceeded expectations, with revenue of $32 million and EPS of $0.07, despite year-over-year declines tied to project timing.

Golar LNG (GLNG) has remained resilient in recent trading, hovering near the top of its 52-week range as investor interest in floating LNG infrastructure continues to build. The stock is underpinned by a deep FLNG order backlog, steady production from operating assets, and improving financial flexibility.

Liberty Broadband Corporation (LBRDA) has experienced pronounced swings in recent weeks, touching multiyear lows before staging a sharp recovery. The stock continues to trade within a wide 52-week range, closely tied to the value of its Charter Communications stake and investor expectations around the proposed merger.

Apollo Global Management (APO), a leading alternative asset manager, reports Q4 and full-year 2025 results on February 9, 2026, before the market opens. The firm has delivered a year of strong growth, with AUM expanding on record inflows exceeding $200 billion and origination surpassing $300 billion.