Core Insights - The article discusses companies that are likely to exceed Wall Street profit forecasts, highlighting the importance of recent changes in price-to-earnings ratios as a key indicator for investors [2]. Group 1: Companies Mentioned - Bloom Energy is identified as one of the companies expected to perform well in upcoming earnings reports [2]. - Lumentum is also mentioned as a stock that may beat earnings expectations [2]. Group 2: Investment Indicators - The article emphasizes that changes in price-to-earnings ratios can provide significant clues about potential earnings beats for investors [2].

Group 1 - Apple's earnings report has consistently beaten Wall Street estimates for sales and earnings-per-share for ten consecutive quarters [1] - Over the last 20 quarters, Apple has only missed sales projections twice and earnings-per-share projections once [1] - Despite the earnings beats, Apple shares have only gained on the following day seven times in the past twenty quarters [2]