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HSBC reveals 10 stock picks to watch as Q3 earnings kick off

  //stocks-investing.news-articles.net/content/202 .. tock-picks-to-watch-as-q3-earnings-kick-off.html
  Published in Stocks and Investing on Monday, October 13th 2025 at 15:46 GMT by Seeking Alpha
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Let's proceed.HSBC’s latest earnings preview comes with a robust set of stock picks that promise to add excitement to the Q3 earnings season. The bank’s research team, known for its global perspective and data‑driven approach, has identified ten equities that it believes are positioned to benefit from a mix of macro‑economic momentum, sectoral resilience, and company‑specific catalysts. The picks span a broad range of industries—from technology and consumer staples to energy and financials—reflecting HSBC’s belief in a diversified portfolio as markets navigate a post‑pandemic recovery.

1. NVIDIA (NVDA)
The semiconductor giant remains at the center of a technological renaissance. HSBC highlights NVIDIA’s leadership in artificial intelligence (AI) and its expanding data‑center business as key growth drivers. The bank notes the company’s strong balance sheet and disciplined capital allocation, coupled with a near‑term catalyst in the upcoming earnings release that is expected to reaffirm revenue growth in AI‑related products. With a forecasted earnings per share (EPS) jump driven by premium pricing in gaming and AI, NVIDIA is positioned as a high‑margin play in the semiconductor space.

2. Tesla (TSLA)
Tesla continues to command headlines with its rapid expansion into new markets and product lines. HSBC points to the company’s improving gross margins, driven by economies of scale and a growing share of higher‑priced models. The research team underscores Tesla’s strategic advantage in battery technology and its growing presence in Europe and China. A key catalyst is the release of Q3 earnings, where the company is expected to report increased production volumes and a solid cash flow trajectory, which HSBC believes will reinforce investor confidence.

3. Apple (AAPL)
Apple’s resilience is attributed to its robust ecosystem, premium pricing, and a loyal customer base. HSBC highlights the firm’s diversification into services and wearables, which are projected to deliver higher margin growth. Apple’s strong cash position and disciplined capital deployment are noted as defensive attributes during market volatility. The upcoming earnings report is expected to confirm solid quarterly revenue from iPhone, services, and wearables, providing a foundation for a potential upside.

4. Amazon (AMZN)
The e‑commerce behemoth’s expansion into logistics, cloud computing, and advertising makes it a compelling pick for HSBC. The bank emphasizes Amazon’s scale advantage, with an increasing share of the global e‑commerce market and a leading position in Amazon Web Services (AWS). HSBC expects Amazon’s Q3 earnings to showcase healthy profitability in AWS and a rebound in retail sales, signaling resilience amid inflationary pressures.

5. Microsoft (MSFT)
Microsoft’s cloud services, productivity software, and gaming division continue to generate significant revenue. HSBC sees the company’s cloud adoption as a critical driver, with Azure expected to post a double‑digit growth rate. The research team cites Microsoft’s strategic acquisitions and its focus on artificial intelligence integration across its product suite. An earnings release that underlines robust subscription growth and healthy cash flows would strengthen Microsoft’s valuation.

6. Visa (V)
The payments network remains a cornerstone of digital commerce. HSBC focuses on Visa’s global network, low-cost structure, and expanding merchant base. The bank highlights the company’s strategic initiatives in mobile payments and cross‑border transactions, which are poised to capture growth as global trade resumes. Visa’s Q3 earnings are expected to deliver a steady increase in transaction volume, reinforcing its status as a cash‑generating payments play.

7. JPMorgan Chase (JPM)
As a leading global bank, JPMorgan Chase is positioned to benefit from rising interest rates and improved credit quality. HSBC highlights the firm’s diversified revenue mix, strong balance sheet, and focus on technology innovation. The research team expects JPMorgan’s earnings to reflect higher net interest margins, benefiting from the current rate environment. The bank’s robust capital adequacy ratios and disciplined risk management make it an attractive pick in the financial sector.

8. Procter & Gamble (PG)
Consumer staples continue to offer defensive value. HSBC’s analysis underscores P&G’s strong brand portfolio, global footprint, and pricing power. The research team points to the company’s investment in digital marketing and supply‑chain efficiency as catalysts for future growth. P&G’s Q3 earnings are anticipated to deliver solid sales growth, supported by a resilient demand for household and personal care products.

9. ExxonMobil (XOM)
Energy remains a key sector in the post‑pandemic rebound. HSBC highlights ExxonMobil’s balanced portfolio of upstream and downstream operations, strong cash flow generation, and strategic investments in low‑carbon technology. The bank expects the company’s earnings to be influenced by volatile oil prices, but cites the firm’s ability to weather market swings and maintain a dividend yield that appeals to income‑oriented investors.

10. Johnson & Johnson (JNJ)
Pharmaceutical and consumer health products are a defensive play with high dividend yield. HSBC’s analysis emphasizes JNJ’s diversified product mix, strong R&D pipeline, and robust patent protection. The research team notes the company’s resilience during economic cycles, driven by a broad portfolio of healthcare products and a steady demand for medical devices. JNJ’s Q3 earnings are expected to reinforce the company’s stable earnings growth and dividend sustainability.

Macro‑Economic Context

HSBC’s stock picks are set against a backdrop of a recovering global economy. Interest rates have begun to rise as central banks aim to tame inflation, while consumer confidence is on a gradual upswing. The bank’s research team notes that the Q3 earnings window will be a litmus test for whether companies can translate macro‑economic recovery into earnings growth. Each of the selected stocks offers a unique position to capture gains from this environment—whether through technology adoption, global expansion, or resilient consumer demand.

The bank also highlights the importance of earnings season timing. As companies report earnings and provide forward guidance, the market often reacts strongly to deviations from expectations. HSBC anticipates that its picks will outperform peers by capitalizing on earnings surprises and strategic updates that align with macro‑trends. The inclusion of both cyclical and defensive sectors aims to provide a balanced approach to a potentially volatile earnings season.

Risks and Considerations

While HSBC’s picks carry strong growth narratives, the research team cautions that earnings season can be unpredictable. Geopolitical tensions, supply‑chain disruptions, and regulatory changes may impact the performance of these stocks. Moreover, rising interest rates could compress valuations in sectors like technology and financials. HSBC’s analysts emphasize the importance of monitoring earnings guidance and macro‑economic indicators, particularly those related to inflation and monetary policy.

Conclusion

HSBC’s list of ten stock picks offers a comprehensive view of sectors poised to thrive in the Q3 earnings season. From the high‑margin semiconductor sector to resilient consumer staples and the energy frontier, the portfolio covers a range of economic drivers and company fundamentals. Investors seeking exposure to both growth and defensive plays may find value in these picks, especially as the market looks for signals of a sustained post‑pandemic recovery. As earnings reports roll in, the market will likely gauge how well these companies translate macro‑economic momentum into tangible financial performance.