Additionally, looking towards next week, industry players such as Cigna (CI

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Shares of Lowe’s (LOW) were pinned down in early trading on Wednesday as the company’s latest quarterly results were overshadowed by conservative guidance for the year that underscored challenges within the do-it-yourself (DIY) segment, mirroring a comparable

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Home Depot (HD) reported revenue decreased 3.8% year-over-year to $38.2B during the company’s fourth quarter. Comparable sales increased 0.4% for the quarter that ended on February 1, beating the consensus expectation for a decrease of 0.4%. Comparable sales in the U.S. were up 0.3% during the quarter.

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*Other Operating Data Consensus Source: Bloomberg

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Wall Street expects EPS of $2.52, down 19.5% year over year, on revenue of $38.1B, a 4.0% decline from the prior-year period.

Over the past year, Home Depot has beaten EPS estimates 25% of the time and topped revenue estimates 75% of the time. However, estimate trends have turned more cautious in recent months. Over the past three months, analysts have made 15 downward EPS revisions versus just one upward revision. Revenue estimates have seen eight upward revisions and five downward revisions during the same period.

Investors will be watching for commentary around fiscal 2026 and signs of stabilization in home improvement demand amid a still-challenging housing and interest rate environment.

In Q3, comparable sales increased 0.2% for the quarter that ended on November 2, missing the consensus expectation for an increase of 1.4%. CEO Ted Decker said at the time that the company’s results missed expectations primarily due to the lack of storms in the quarter, which resulted in greater than expected pressure in certain categories.

The home improvement firm also cut its full-year earnings expectation, which was chiefly due to the expectation for cautious consumer spending amid a soft housing market.

Though shares in the stock have had a good start to 2026, up over 10% YTD, the stock has been relatively muted over the past year. Wall Street maintains a Buy rating on the stock, while Seeking Alpha’s Quant model remains at Hold, reflecting concerns around growth and valuation.

SA author Justin Purohit also takes a neutral stance ahead of the release, noting that shares have held up relatively well despite softness in the housing market, with management’s outlook for housing demand through 2026 likely to be a key focus. He views the stock as fairly valued in the current environment.

By contrast, contributor Vladimir Dimitrov, CFA, retains a Sell rating, arguing that recent weakness in the stock may only be the beginning as margins stay under pressure. He also highlights that valuation remains elevated relative to profitability, while macro risks tied to the housing cycle have intensified lately.

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Materials names led the table, with copper producer Amerigo Resources (ARREF) earning the highest overall score at 4.98. Gold miner Aura Minerals (AUGO) followed closely at 4.94, signaling strong factor momentum and fundamentals within the metals and mining space. European insurance giants Allianz SE (ALIZY) and AXA SA (AXAHY) both posted robust scores above 4.9, reflecting earnings strength and valuation support in the multi-line insurance segment.

Real estate names occupied the bottom of the rankings, with hotel REIT Ashford Hospitality Trust (AHT) posting the lowest overall score at 1.03. Office-focused Hudson Pacific Properties (HPP) also screened poorly, reflecting sector-wide headwinds tied to leverage, occupancy trends, and earnings pressure. Biotech and pharmaceutical stocks such as Akebia Therapeutics (AKBA) and Corcept Therapeutics (CORT) clustered near the bottom, reflecting weaker growth, valuation, or momentum factor readings.

High-profile companies set to report earnings this week include Nvidia (NVDA), Salesforce (CRM), The Home Depot (HD), and Baidu (BIDU). All four carry Hold ratings, with scores of with scores of 3.48, 3.38, 3.15 and 3.35 repectively

Seeking Alpha’s Quant system ranks stocks based on their relative performance across critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any score of 3.5 or above considered a bullish rating, while 2.5 or below indicates a bearish assessment.

Here are the top and bottom-rated upcoming earnings stocks, ranked by Quant:

Amerigo Resources (ARREF), Quant Rating: 4.98.

Allianz SE (ALIZY), Quant Rating: 4.94.

Aura Minerals (AUGO), Quant Rating: 4.94.

AXA SA (AXAHY), Quant Rating: 4.92.

Deutsche Telekom AG (DTEGY), Quant Rating: 4.92.

nLIGHT (LASR), Quant Rating: 4.92.

Frontline plc (FRO), Quant Rating: 4.89.

China Yuchai International (CYD), Quant Rating: 4.88.

Diana Shipping (DSX), Quant Rating: 4.86.

International Consolidated Airlines Group S.A. (ICAGY), Quant Rating: 4.83.

1. CBIZ (CBZ), Quant Rating: 1.20.

2. Akebia Therapeutics (AKBA), Quant Rating: 1.18.

3. The Baldwin Insurance Group (BWIN), Quant Rating: 1.18.

4. Freightos (CRGO), Quant Rating: 1.15.

5. Gogo (GOGO), Quant Rating: 1.14.

6. Claritev (CTEV), Quant Rating: 1.10.

7. Lucid Group (LCID), Quant Rating: 1.09.

8. Corcept Therapeutics (CORT), Quant Rating: 1.06.

9. Hudson Pacific Properties (HPP), Quant Rating: 1.06.

10. Ashford Hospitality Trust (AHT), Quant Rating: 1.03.

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Some market participants have dubbed the trend the “AI immunity trade,” or “HALO,” shorthand for “heavy assets, low obsolescence.” The idea: businesses rooted in physical infrastructure and tangible goods may be harder to displace with software or automation. Recent beneficiaries include companies such as McDonald’s (MCD), Exxon Mobil (XOM) and farm-equipment maker Deere (DE). Meanwhile, industries perceived to be more exposed to AI-driven upheaval, from asset managers to certain software providers, have lagged.

Over the past month, traditionally defensive or asset-heavy corners of the S&P 500 (SP500) –industrials, materials, utilities and consumer staples — have outperformed the broader index.

Technology shares have slipped, and the so-called Magnificent Seven – Alphabet (GOOG) (GOOGL), Amazon (AMZN), Apple (AAPL), Meta (META), Microsoft (MSFT), Nvidia (NVDA) and Tesla (TSLA) — have cooled after years of leadership. Through Feb. 20, consumer staples posted their strongest start to a year on record.

Although the S&P 500 (SP500) remains modestly positive for 2026, the calm headline numbers obscure sharp rotations beneath the surface. Traders have rapidly moved out of sectors they fear could be automated or displaced.

In early February, for example, AI firm Anthropic unveiled tools designed to streamline legal and research tasks. The announcement triggered a selloff that wiped out roughly $300 billion in combined market value across software companies, financial-data firms and exchange operators.

The following week, similar concerns weighed on wealth managers, insurance brokers and commercial real-estate stocks. In one unusual episode, an AI-related press release from Florida-based Algorhythm Holdings (RIME) — a company previously known for selling karaoke machines — helped spark a steep drop in transportation shares, marking their worst day since April’s tariff-related volatility.

The recent turbulence builds on a broader rotation that began months ago. Since the Nasdaq Composite last reached a record high in October, gains have spread beyond a narrow group of AI-linked stocks to encompass blue chips, small-cap names and international equities. But what initially looked like confidence in expanding economic growth has, in recent weeks, resembled a defensive crouch.

The shift doesn’t fit neatly into traditional “risk-on” or “risk-off” labels, and the divide is even evident within industries, the Journal reported. Shares of Delta Air Lines (DAL) have risen in February, while travel-booking platform Expedia (EXPE) has dropped sharply. The distinction, investors say, is straightforward: AI might optimize airfare searches, but travelers still need airplanes.

Still, not everyone believes the HALO rotation will prove durable. Technology stocks regained some momentum this week, and the Nasdaq (COMP:IND) outpaced the Dow industrials (DJI). Markets also rallied after the U.S. Supreme Court struck down President Trump’s global tariffs.

Investors haven’t abandoned AI entirely. Data-storage companies such as Seagate (STX) and Western Digital (WDC) rank among this year’s top performers in the S&P 500. Retail traders, meanwhile, continue to favor mega-cap technology names including Microsoft (MSFT), Palantir (PLTR) and Amazon (AMZN), according to J.P. Morgan analysts cited by the Journal.

The coming week could provide a key test for sentiment around artificial intelligence. Nvidia (NVDA) is scheduled to report earnings Wednesday, with Salesforce (CRM), Workday (WDAY) and Home Depot (HD) also set to release quarterly results.

Recent volatility, combined with questions about whether large technology firms are overspending in an AI arms race, may suggest a maturing phase of the investment cycle. After years of betting broadly on potential AI winners, markets appear to be demanding clearer proof of sustainable returns, the Journal reported.

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The last week of February brings another packed stretch of earnings, with a mix of megacap technology leaders, consumer bellwethers, energy producers, financial firms, and high-growth disruptors set to report.

The lineup spans AI heavyweights, real estate income plays, cloud software providers, and

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