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Happy Monday! Today’s topics:

1. Top 10 Stocks to Watch

2. The Best Way to Track Earnings

3. Bonus: Top 5 Energy Stocks To Buy

Let’s do this!

The Key Story

This Week’s Earnings: 10 Stocks to Watch

A wave of top stocks report earnings this week, and it matters more than you might think. Over 20% of the S&P 500 is announcing results.

1. Starbucks (SBUX)

   • Recent Performance: Last quarter, revenue fell 3% year-over-year, and earnings per share (EPS) dropped 24%.

   • What to Watch: New CEO Brian Nickel is promising a turnaround. With revenue down in 2024, many investors want to see signs of growth returning. Starbucks pays a quarterly dividend (2.47% yield) that has grown 7% most recently.

2. ASML (ASML)

   • Recent Performance: Beat estimates on revenue (+5%) and EPS (+7%) last quarter. However, it lowered this year’s top-line forecast.

   • What to Watch: Provides high-end equipment for semiconductor makers. AI demand remains strong, but a slow CPU market can hurt revenue. ASML pays a dividend, though payouts fluctuate.

3. Automatic Data Processing (ADP)

   • Recent Performance: Posted a 1.3% revenue beat and 5.4% EPS beat last quarter.

   • What to Watch: Offers payroll services with strong recurring revenue. A proven dividend grower (10% hike last time) and high free cash flow. Analysts expect 6–7% annual revenue growth.

4. Tesla (TSLA)

   • Recent Performance: Flat revenue, 24% EPS beat last quarter. Stock soared recently due to political shifts (like the Trump Administration’s pro-manufacturing stance) and hopes for self-driving approvals.

   • What to Watch: Guidance of 20–30% vehicle sales growth this year. Self-driving plans and capital expenditures for AI data centers remain key.

5. Microsoft (MSFT)

   • Recent Performance: Beat revenue by ~2% and EPS by ~6%. Cloud revenue jumped 22%.

   • What to Watch: One of the strongest businesses globally, with double-digit dividend growth annually. Heavy capital spending on AI means investors want to see high returns on that investment.

6. Meta Platforms (META)

   • Recent Performance: Flat on revenue, but beat EPS by ~15%. Huge free cash flow and heavy capex for AI data centers.

   • What to Watch: Core ads business is robust; AI helps with ad targeting and recommendations. Recently started paying a small dividend, which could signal increased future payouts soon.

7. Altria Group (MO)

   • Recent Performance: Beat on revenue (+3.9%) and EPS (+2.2%).

   • What to Watch: A high-yield dividend powerhouse (7.8% yield) that grows its payout ~4% yearly. Despite declining cigarette volumes, Altria raises prices to support profitability.

8. Mastercard (MA) & Visa (V)

   • Recent Performance: Both beat revenue/EPS last quarter, showing double-digit growth in payment volumes.

   • What to Watch: Each boasts strong margins and reliable dividend growth. Ongoing regulatory or antitrust challenges could be an overhang, but they hold leadership in digital payments.

9. Apple (AAPL)

   • Recent Performance: Flat revenue, 2.5% EPS beat. Stock slid ~12% recently.

   • What to Watch: Slowing iPhone sales make services key for future growth. Dividend is small (yield ~0.5%) but supplemented by large share buybacks. How quickly can Apple grow next-gen services and AI features?

10. Exxon Mobil (XOM) & Chevron (CVX)

• Recent Performance: XOM missed revenue but beat EPS; CVX beat both. Both hinge on oil prices.

• What to Watch: They generate strong free cash flow as long as oil stays above break-even levels. Each pays a reliable, growing dividend. Investors await commentary on oil supply, demand, and possible regulatory shifts.

Watch the video above for my full analysis on these stocks…

With so many earnings on tap, volatility is almost guaranteed.

Keep a level head, focus on each company’s fundamentals, and see which businesses might post better-than-expected results or stumble on weaker guidance.

If you’re researching dividend stocks or tracking your portfolio, check out DividendData.com for analysis tools. Right now, I’m offering a 7-day free trial, so you can explore the tools risk-free.

Make sure to ask our AI Analyst to summarize the earnings report for each of these companies, so that you can stay up-to-date on earnings news.

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Stock Market News

Trump Declares Energy Emergency: Top 5 Energy Stocks To Buy

President Trump has officially declared a National Energy Emergency, giving special powers to accelerate energy production and distribution via deregulation.

So what stocks will this have the largest impact on?

I searched through all major US energy stocks and took a look at the financials and business model.

In the video above, I share the Top 5 US Energy Stocks that will benefit from this new energy policy. Notably, I stayed away from producers due to the risk of lower Oil & Gas Prices from increased supply.

Many of these are high quality, high yield, dividend growth stocks.

1. Enterprise Products Partners (EPD)
A leading midstream limited partnership (MLP). EPD collects fees for transporting and storing oil and gas, making it less exposed to price swings. Its solid track record of dividend growth and strong cash flow make it attractive.

2. MPLX (MPLX)
Another pipeline-focused MLP. MPLX benefits from long-term contracts and rising transport volumes, supporting a generous, consistently growing payout. Its combination of strong free cash flow and robust distribution hikes has drawn significant investor attention.

3. Hess Midstream (HESM)
Smaller than EPD and MPLX, but also centered on pipelines and related services. HESM’s stable, fee-based business model and fast-growing free cash flow point to continued dividend increases—even as energy prices fluctuate.

4. Texas Pacific Land (TPL)
TPL owns royalties on vast tracts of land, earning fees from oil, gas, and water production without directly managing drilling operations. With minimal capital expenditures and high margins, it has consistently rewarded shareholders through special dividends and buybacks.

5. Berkshire Hathaway (BRK.B)
Not a classic “energy stock,” but its massive energy subsidiary and pipeline assets could expand further thanks to new policy tailwinds. Berkshire’s legendary track record, deep cash reserves, and diversified portfolio offer a steadier long-term approach to capitalizing on the energy boom.

These picks focus on stable fees, royalties, and infrastructure—poised to benefit from the evolving U.S. energy landscape.

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— Zach

Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter