Jefferies believes that some stocks that haven’t felt the love recently from Wall Street could win big this earnings season. The second-quarter reports are coming fast and furious, with this week expected to be the busiest one. Approximately 30% of the S & P 500 — or 151 companies in the benchmark — are scheduled to post their latest earnings. Nine of the Dow Jones Industrial Average’s 30 stocks will also release results. Four of the “Magnificent Seven” cohort will headline the week, which will also be a big one for pharmaceutical and oil companies. Ahead of this, Jefferies analysts shared a note highlighting stocks that Wall Street may have overlooked that could outperform. “We opine on upcoming earnings releases, data readouts and other standout events that we expect to move shares in the [near term],” the bank wrote in the note. “Based on channel checks, alt data reads, expert calls and conversations with industry contacts, our analysis suggests upcoming earnings & events could drive outsized share moves.” Spotify , up 54% year to date as of Thursday afternoon, was one name on Jefferies’ list. Analyst James Heaney’s $845 price target implies upside of 25% from the stock’s Wednesday close. “We see areas for upside both short-term and long-term. The [gross margin] progression has slowed this year from SPOT’s investments in its video podcasts venture. However, top-line trends remain favorable, and we think a subscriber beat on a guide of +5M is likely into 2Q25,” the analyst wrote. Spotify will report earnings Tuesday. Boeing , which also posts earnings Tuesday, could rise 13% from here. The stock has surged 32% in 2025. “We now estimate 413 total 737s for ’25, with the 209 delivered in 1H representing over 50% coverage and likely upside on a sustained 38/mo production rate. Each additional MAX adds $10M in [free cash flow] on our est,” wrote analyst Sheila Kahyaoglu. Jefferies also highlighted Clorox , which reports its fiscal fourth-quarter results Thursday. Shares of Clorox are down 19% this year. “Shares have sold off this year (-20%), and trade close to 19x 2FY earnings, well below the 10Y average of 24x. We expect a broad-based beat in F4Q, noting shipments will be ahead of consumption as retailers prepare for Clorox’s July ERP transition,” wrote analyst Kaumil Gajrawala. The analyst’s $145 price target is approximately 10% above where shares of Clorox closed on Wednesday. Two other names Jefferies likes ahead of earnings include LPL Financial and Fair Isaac .