Results from companies in my portfolio this week

This week brings results from several key positions in my portfolio. Here is an overview with my take on each, supported by a rationale.

$KO : I expect a standard report with minimal surprises; in turbulent times this is a stock that holds its value and serves as a safer haven. Rationale: Consensus estimates Q4 2025 EPS $0.57 (+3.6% YoY) and revenues $12.05 billion (+4.4% YoY), reflecting resilient demand for staple products in volatile conditions with stable margins.

$BTI : Basically the same as $KO — an attractive dividend and a safe stock in turbulent times. Rationale: With estimated Q4 2025 EPS $2.51 and a reliable yield around 5%, BTI provides stability thanks to its defensive tobacco business and diversification into next-generation products, with expected 2% revenue growth despite market headwinds.

$COIN : I expect a big move either up (which would require stellar results and a reversal in market sentiment) or down (if results are neutral or poor and sentiment remains as it was last week). Rationale: Consensus for Q4 2025 EPS $1.03 (-66% YoY) and revenues $1.85 billion (-19% YoY) could trigger volatility given the crypto market’s sensitivity; only a strong beat could reverse sentiment.

$ADYEN.AS : Whatever the results, I expect this stock to remain relatively unchanged. Only a change in market sentiment would push it up (and I hope it would pull $PYPL from the same sector up with it); there’s not much left that can push it down. Rationale: significant revenue growth, sustained high profitability, and an attractive current valuation.

$0992.HK (Lenovo): I expect good results, but if the market doesn’t start liking tech and electronics manufacturers again, it will be difficult. However, the $9 level should hopefully hold. Rationale: Estimated Q4 2025 revenues $16.98 billion (+8% YoY) and EPS $0.05 (-64% YoY) reflect growth driven by AI. The issue remains market sentiment and possible problems related to trade wars.

- At least a small bit of joy in these times — $BTI pays a dividend today! BTI’s quarterly dividend of $0.75 is payable on February 9, 2026, offering a forward yield of 4.9%, which provides income stability in these volatile times.

Your thoughts on these reports, please! Which of these stocks are you watching? What are your expectations?