Stocks to Watch Tomorrow, Monday, July 13, 2026 —->> Last week was volatile, but it ended with a clear conclusion: the market wants to focus on earnings, not geopolitics. Stocks posted weekly gains despite Iran attacking three commercial vessels in the Strait of Hormuz and the FOMC minutes revealing a hawkish undertone with nine Fed officials signaling a potential rate hike. The story this week is earnings, and it starts Monday morning.

The week of July 13–17 is, by many accounts, the most loaded single week of the entire Q2 2026 reporting season — CPI data Tuesday morning, Kevin Warsh’s first congressional testimony Tuesday and Wednesday, five major bank earnings before Tuesday’s open, Netflix Thursday after close, and UnitedHealth and GE Aerospace on Thursday. Here are the 10 names worth having on your watchlist when Monday opens.

📊 The Setup Heading Into Monday, July 13

Schwab’s weekly trader outlook summarized the market’s posture precisely: “Slightly Bullish” with “Higher Volatility” — and noted the risks: “A jump in oil prices or a jump in yields, either due to higher oil or a more hawkish Warsh (given the cancellation of the ceasefire), could lead to a down week for stocks.”

Stocks to Watch Tomorrow – July 13 2026

🔩 1. Fastenal (NASDAQ: FAST) — Monday Morning’s First Earnings Signal of the Season

Last Close: $47.10 | Earnings: Before Open Monday, July 13 | Expected Move: ~5%

Fastenal is the quiet industrial bellwether that most retail traders ignore and every serious macro-aware investor watches. As one of the largest B2B industrial supply distributors in North America, Fastenal’s Q2 results are a direct read on manufacturing activity, construction spending, and corporate capital expenditure — the unglamorous backbone of the U.S. economy.

What the Street is expecting:

• EPS estimate: $0.33/share — up from $0.29 in Q2 2025 (+13.8% YoY)
• Revenue estimate: $2.34 billion — up from $2.08 billion in Q2 2025 (+12.5% YoY)
• Investing.com: stock may move 5% on the report
• Q1 2026: revenue $2.20B (up from $2.08B in Q2 2025), EPS $0.30, met consensus
• Fastenal has beaten EPS estimates in 3 of the past 4 quarters, with surprises of +2.68%, -2.39%, +0.35%, and +0.44%

Analyst views:

Why it matters Monday: Fastenal’s embedded inventory systems (FMI) give it near-real-time data on manufacturing demand. If FAST raises guidance and cites strong end-market demand from AI data center construction and defense manufacturing — both hot sectors this cycle — it signals broad economic resilience heading into the heaviest earnings week of Q2. A miss or cautious guidance would do the opposite.

Conference call: Tuesday, July 14 at 9:00 AM ET.

🧬 2. Kyverna Therapeutics (NASDAQ: KYTX) — 13% Drop on Friday. The Recovery Thesis Starts Monday.

Friday Close: ~$8.60 | Down −12.8% | 52-Week Range: $1.78 – $13.67 | Beta: 1.88 | Market Cap: ~$520M

One of the most compelling sentiment reset setups heading into Monday belongs to Kyverna Therapeutics. On Friday, July 10, KYTX fell nearly 13% — not because of bad news, but because JPMorgan’s analyst trimmed a price target from $30 to $29 while maintaining an Overweight rating. That’s a $1 target cut sending the stock down $1.30. That’s the definition of overreaction.

Why KYTX is worth watching Monday:

• The fundamental story is completely intact. Kyverna is building toward becoming the first company with an approved autoimmune CAR T therapy — a landmark designation in a $15+ billion autoimmune disease market
• Rolling BLA submission for miv-cel (KYV-101) in Stiff Person Syndrome (SPS) is in progress with completion targeted Q4 2026 and a potential commercial launch in 2027
• KYSA-8 trial results: 46% median improvement in timed 25-foot walk test; 81% of patients achieved ≥20% improvement; 100% of patients went off chronic immunotherapies — outcomes not previously seen in SPS, a disease with no approved treatment
• Cash: $236.4 million (Q1 2026), runway into 2028 — no near-term financing risk
• Recent catalysts: Russell 2000 and Russell 3000 index additions; CCO Nadia Dac appointment; CFO Greg Martini appointment; CLO Ritesh Srivastava appointment — full commercial launch team now in place
• AIGH Capital increased its stake by 33.3% ahead of the anticipated BLA completion

Technical setup heading into Monday:

The stock is still up 25% over the past month and 215% over the past year despite Friday’s drop. Monday will tell whether the 50-day MA at $8.72 holds, setting up a recovery — or whether the profit-taking continues.

📡 3. T-Mobile US (NASDAQ: TMUS) — BofA Pulls the Trigger With a Buy and $220 Target

Last Close: ~$215+ | BofA Upgrade: Buy | New Target: $220

Bank of America Securities upgraded T-Mobile to Buy this past week with a $220 price target — one of the cleanest, highest-conviction analyst calls in the week’s tape. The upgrade arrives at a time when:

• T-Mobile is the only major U.S. carrier consistently gaining broadband subscribers from cable companies
• AI-powered network optimization is reducing churn and improving ARPU (average revenue per user)
• The company’s 5G standalone network is attracting enterprise and government clients that AT&T and Verizon are struggling to match
• T-Mobile has no exposure to the Iran/oil narrative, making it a relative safe harbor in a geopolitically uncertain tape

Why Monday matters: Post-upgrade follow-through trades typically happen in the first one to three sessions after the analyst call. Monday is session two. If institutional flows confirm the BofA call with volume, TMUS could build toward the $220 target rapidly.

🏦 4. FB Financial Corp (NYSE: FBK) — The Small Regional Bank Reporting Monday

Reports: Monday, July 13 | Sector: Regional Banking | Catalyst: M&A consolidation wave

FB Financial Corporation is a Tennessee-based regional bank — the kind of name that doesn’t get CNBC coverage but does get active trading on earnings day. The broader context for FBK is crucial:

• Regional bank M&A is accelerating. Consolidation across the Southeast, Central Valley, and Mid-Atlantic is running ahead of both 2024 and 2025 deal counts
• FBK operates in markets where deposit competition is intensifying and technology investment requirements are rising — the exact dynamics that create M&A pressure
• The bank’s earnings will be parsed for: net interest margin trends (has NIM stabilized?), deposit cost trajectory (is the higher-rate environment still hurting?), and any commentary on acquisition or consolidation strategy

FBK is the early regional bank read of the week — before the megabanks dominate Tuesday’s narrative, FBK’s Monday report establishes the small-bank tone.

🏦 5. Wells Fargo (NYSE: WFC) — The Most Important Tuesday Positioning Trade

YTD Performance: −7.2% | Tuesday EPS Estimate: $1.72 (+7.5% YoY) | Revenue Estimate: $21.85B (+4.9% YoY)

Among the five mega-banks reporting Tuesday morning, Wells Fargo has the most to prove and the most upside if it delivers. It is the worst-performing major bank stock YTD at -7.2% — trailing Citigroup (+18.9%), Goldman Sachs (+18.3%), Bank of America (+7.2%), and JPMorgan Chase (+4.1%).

The catalyst that makes WFC special this cycle:

Deutsche Bank analyst Matt O’Connor expects Wells Fargo to continue benefiting from the Federal Reserve’s removal of the asset growth cap — the restriction imposed since 2018 that prevented Wells Fargo from growing its balance sheet beyond 2017 levels. The cap’s removal allows Wells Fargo to compete at full scale for the first time in nearly eight years. That’s not a narrative — it’s a fundamental unlock of earnings capacity.

Monday is the positioning day for Tuesday’s WFC print. Watch for: pre-earnings buying in WFC from institutions who want exposure before Tuesday’s release. Volume spikes Monday afternoon often signal where the smart money is positioned.

✈️ 6. United Airlines (NASDAQ: UAL) — Wednesday’s Earnings in a $70 Oil World

Reports: Wednesday, July 15 | Fuel context: WTI at $70+/barrel

United reports Wednesday, directly after the CPI and Warsh testimony Tuesday absorb the market’s attention. The central question for UAL — and every airline this cycle — is whether the drop in oil prices from April’s $120/barrel peak to the current $70+ range has saved enough on fuel costs to overcome the revenue softness that typically comes with peak-season demand normalization.

The setup: Iran’s re-escalation has pushed oil back above $70 after briefly touching $67–$68, creating uncertainty about fuel cost stability for H2 2026. Any aggressive guidance for Q3 fuel costs — or any color on corporate travel demand trends — will move UAL significantly.

🚚 7. J.B. Hunt Transport Services (NASDAQ: JBHT) — The Freight Market’s Truth-Teller

Reports: Wednesday, July 15 | Sector: Transportation & Logistics

In every earnings cycle, one name tells you the truth about the real economy before the retail sales data does — and in this cycle, that name is J.B. Hunt. As one of the largest intermodal and full-truckload carriers in North America, J.B. Hunt’s earnings are a direct read on: consumer goods demand, e-commerce fulfillment velocity, and manufacturing supply chain health.

Freight volumes have been in an extended normalization cycle since the pandemic-era surge. If JBHT reports a sequential volume uptick, it suggests consumer spending held up through Q2 and manufacturing was restocking. If volumes remain soft, it’s a warning sign for Thursday’s Retail Sales data.

🎬 8. Netflix (NASDAQ: NFLX) — Thursday After Close’s Most Watched Report

Reports: Thursday, July 16 — After Close | Kiplinger: “A lot riding on Q2”

Netflix is the consumer bellwether of this earnings week, and the stakes are high. Analysts from Kiplinger flagged that NFLX faces “no shortage of near and longer-term questions — from Q2 engagement trends and potential revisions to 2026 margin guidance to the broader challenge of sustaining growth amid evolving consumer preferences.”

The World Cup 2030 angle: Netflix is reportedly bidding to stream the FIFA World Cup 2030 — a multi-billion-dollar live rights deal that would transform Netflix from a recorded content platform into a genuine live sports broadcaster. Any update on this front Thursday could move the stock dramatically regardless of the Q2 subscriber numbers.

Positioning for Netflix’s print starts Monday and builds through Wednesday. Watch for options volume building in NFLX throughout the week as a sentiment proxy.

🏥 9. UnitedHealth Group (NYSE: UNH) — Thursday’s Healthcare Giant in the Crosshairs

Reports: Thursday, July 16 — Before Open | Sector: Health Insurance / Managed Care

UnitedHealth is the largest health insurer in the U.S. and one of the index’s most heavily weighted components. Its Q2 results will tell investors whether medical cost ratios are normalizing, whether government program (Medicare/Medicaid) enrollments are tracking to expectations, and whether the company’s Optum data and analytics arm continues to be the growth engine of the enterprise.

Any guidance adjustment from UNH — positive or negative — moves the entire health insurance sector (HUM, CI, CVS) in sympathy. This is a Thursday before-open print that requires Monday and Tuesday pre-positioning.

✈️ 10. GE Aerospace (NYSE: GE) — Defense and Aviation’s Verdict on Thursday

Reports: Thursday, July 16 — Before Open | Tailwind: NATO spending + Iran conflict

GE Aerospace is riding two structural tailwinds simultaneously: the global commercial aviation recovery (Airbus and Boeing order backlogs are at record levels) and the surge in defense engine demand from NATO’s accelerated rearmament. GE’s LEAP engine powers the Boeing 737 MAX and Airbus A320neo — both in record-high production runs. Its military engines power the F-35, F-16, and several strategic bomber platforms.

With NATO summit discussions in Ankara pressing European members to hit 3% of GDP in defense spending, and Iran re-escalation adding urgency to the defense procurement narrative, GE Aerospace’s Thursday print carries macro significance beyond its own fundamentals.

📅 Monday’s Full Calendar

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Disclaimer: This publication is entirely for informational and journalistic purposes and does not constitute formal financial, investment, or legal advice. All market investments carry inherent risks of capital loss. Always complete independent due diligence prior to executing equity trades. Prices referenced reflect conditions as of Friday, July 10–11, 2026. Earnings season results can cause sudden, sharp price movements in either direction. Past performance is not indicative of future results.

_{^{Further Reading:}}

• Fastenal Investor Relation
• Kyverna Therapeutics — BLA & Investor Relations
• CME FedWatch Tool — September Rate Hike Probability
• Schwab Weekly Trader’s Outlook — July 13, 2026
• Kiplinger Earnings Calendar — July 13–17, 2026
• CNBC Stock Market Outlook — July 13–17, 2026
• FactSet Q2 2026 Earnings Insight
• Tickeron Q2 2026 Earnings Preview

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Kasia Davis

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