3 AI Companies Poised for 50%+ EPS and Sales Growth as Earnings Season Heats Up

Wall Street’s Q1 earnings season gathers momentum in the coming weeks.
Investors are on the hunt for companies positioned to deliver explosive year‑over‑year growth in both earnings and revenue.
The following three AI-linked stocks are poised to report profit and sales growth exceeding 50% as they approach their upcoming earnings reports.

As earnings season heats up, investors are hunting for high-growth stocks poised to deliver blockbuster year-over-year gains in both sales and earnings per share.

Broadcom (NASDAQ:), Palantir (NASDAQ:), and Credo Technology (NASDAQ:) stand out as three AI‑exposed names where Wall Street is projecting 50%‑plus gains in key metrics as they head into their upcoming earnings reports.

Below is a closer look at why these three companies are well-positioned for robust growth, and why they each deserve a spot on your radar this earnings season.

1. Broadcom

Year-To-Date Performance: +10%
Market Cap: $1.8 Trillion

Broadcom continues to ride a massive wave of AI semiconductor demand as it prepares for its next earnings report. Profit estimates have been revised 33 times upward in the last 90 days, compared to zero downward revisions, reflecting growing confidence among analysts.

Source: InvestingPro

Consensus calls for Broadcom to report 62.5% revenue growth and a 50.6% EPS jump for the current quarter, powered by strong sales of its custom AI accelerators and advanced networking chips that hyperscalers like Google, Anthropic, Meta, and OpenAI are deploying at scale.

Despite a 10% stock gain year-to-date, AVGO’s advance has cooled from last year’s triple-digit run, reflecting a mature rally near all-time highs ($414.61). Yet, the consensus remains bullish, with 43 analysts calling it a “Strong Buy” and pointing to robust financial health (31% ROE, 77% gross margins).

2. Palantir

Year-To-Date Performance: -23.6%
Market Cap: $324.6 Billion

Palantir Technologies is set to report its Q1 results on May 4, and the numbers are expected to underscore its transformation into a pure-play AI software powerhouse. In a sign of increasing optimism, analysts have made several upward revisions to their earnings forecasts in the weeks leading up to the print. Notably, all 18 of the last revisions were to the upside.

Source: InvestingPro

Analysts forecast Q1 revenue growth exceeding 74% and EPS jumping more than 114% year-over-year, with full-year 2026 guidance pointing to roughly 62% revenue expansion and 76% EPS growth. U.S. commercial revenue alone is on track for at least 115% growth, outpacing government contracts as enterprises embrace Palantir’s platform for real-time decision-making and “commodity cognition.”

Yet, the market’s verdict is mixed: PLTR’s stock has dropped 23.6% year-to-date, making it a rare high-growth AI name trading well below its highs. This pullback could set the stage for a powerful rebound if Palantir delivers on its lofty growth expectations in the next earnings report.

3. Credo Technology

Year-To-Date Performance: +10.8%
Market Cap: $24.8 Billion

Credo Technology, the high-speed connectivity specialist, is arguably delivering the most eye-popping acceleration as it heads into its June earnings release. Major Wall Street firms, including Jefferies and Mizuho, have initiated coverage with buy ratings and lofty targets (up to $200), citing CRDO’s leadership in high-speed networking for AI data centers and a massive addressable market.

Source: InvestingPro

Wall Street sees Credo earning $1.01 per share, improving 240.4% from the year-ago period. Meanwhile, revenue is expected to increase nearly 55% annually to $430.6 million, driven by record demand for Active Electrical Cables (AECs) and optical interconnects that slash power consumption and latency in AI data centers.

CRDO’s stock has soared over 300% over the past year. With the next earnings report expected to confirm triple-digit growth, Credo could see continued momentum if the AI buildout story holds.

Bottom Line

For investors looking for exposure to AI names backed by real earnings and revenue growth rather than pure narrative, AVGO, PLTR, and CRDO are three companies to watch very closely as they head into their next earnings season.

 

Disclosure: This is not financial advice. Always conduct your own research.

At the time of writing, I am long on the S&P 500, and the Nasdaq 100 via the SPDR® S&P 500 ETF, and the Invesco QQQ Trust ETF. I am also long on the Technology Select Sector SPDR ETF. I regularly rebalance my portfolio of individual stocks and ETFs based on ongoing risk assessment of both the macroeconomic environment and companies’ financials.

The views discussed in this article are solely the opinion of the author and should not be taken as investment advice.

Follow Jesse Cohen on X/Twitter @JesseCohenInv for more stock market analysis and insight.