# The first-quarter earnings season ramps up next week.

*business · news · 2026-04-17 · CNBC*

## Key points

- Lam Research has historically beaten earnings estimates 92% of the time, averaging a 1.3% post-earnings gain.
- ServiceNow has beaten earnings estimates 91% of the time, with a 3.1% average post-report gain.
- Lam Research's $40 billion NAND upgrade opportunity remains mostly ahead, per Wolfe Research.
- Citi's revised 12-month target for ServiceNow implies 84% upside despite a 37% YTD decline.
- Oppenheimer expects ServiceNow to report bullish AI metrics and higher margins this quarter.

**Companies:** Tesla, ServiceNow, Lam Research
**Countries:** United States

[Read the full story on CNBC](https://www.cnbc.com/2026/04/17/these-stocks-with-earnings-next-week-historically-beat-expectations.html)

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