Buy These 16 Stocks That Are Primed to Pop After Q1 Earnings: Citi

Earnings season is set to kick off, and Citi has some ideas on how you can capitalize on the action.

In a note to clients on Friday, the bank shared a list of 16 stocks it thinks could rise on the back of strong first-quarter results that investors are underestimating.

Citi compiled the list by identifying which “Buy”-rated stocks its analysts are most bullish on relative to Wall Street’s consensus. The bank sees a post-earnings pop of 3% to 12% for the stocks on the list.

Consensus estimates for broader-market earnings were revised higher in March. However, stocks have sold off recently amid surging oil prices, prompting some on Wall Street — like Deutsche Bank — to point out the dislocation.

Citi said that investors should keep an eye on comments from executives about both cost pressures and AI disruption.

Below are the 16 stocks that it thinks are most poised for near-term gains after earnings are reported, along with the earnings upside from market consensus to Citi’s estimates and the implied share price moves. Stocks are listed in alphabetical order of their respective sectors.