As the third-quarter earnings season approaches, several S&P 500 companies are poised to outpace industry giants like Nvidia and Palantir in revenue growth. An analysis from Investor’s Business Daily highlights that eight companies, including Expand Energy (EXE), KeyCorp (KEY), and Robinhood Markets (HOOD), are projected to achieve over 60% revenue growth. This is particularly notable as it surpasses Nvidia’s expected growth of 55.6% and Palantir’s 50.5%, both of which have been standout stocks this year, with Nvidia rising 39% and Palantir soaring by 144%.
The demand for energy continues to skyrocket, particularly as new AI models exert pressure on existing power grids. Expand Energy, based in Oklahoma City, is anticipated to see its revenue surge an astonishing 402% to approximately $2 billion. Much of this expansion is attributed to its significant acquisition of Southwestern Energy, which was completed in October 2024. However, despite this expected growth, Wall Street remains cautious, with the company’s Relative Strength Rating at a modest 48 and an Earnings Per Share (EPS) rating of 74, indicating that investors may be perceiving the growth as a temporary spike linked to the merger rather than sustained performance.
Robinhood, the online brokerage firm, is also set to benefit from heightened interest in stocks, bonds, and cryptocurrency trading, as well as prediction market wagering. Analysts project that the company’s revenue will reach $1.2 billion in Q3 2025, reflecting an 83% increase from the previous year. The stock has experienced remarkable growth, with shares rising 270% this year alone.
In the financial sector, KeyCorp is showing significant potential, with revenue projections indicating a 170% increase to $1.9 billion in the third quarter. This impressive growth is expected to boost EPS by 24% next year, yet the stock has only seen an 8% rise in value this year, highlighting a potential disconnection between growth and market performance, as demonstrated by its RS Rating of 64.
Overall, while Nvidia and Palantir have been the stars of the S&P 500 this year, other companies are gearing up to deliver impressive revenue growth as the earnings reporting season unfolds, showcasing a more diverse landscape for investors. The notable development in multiple sectors illustrates a promising trend in corporate growth, hinting that opportunities abound beyond mainstream favorites.