After Tractor Supply dropped over 4% yesterday, Oppenheimer blames the decline on cautious comments from other sell-side analysts about the company's sales outlook. Oppenheimer says it does not view the "modest pullback" in the stock as unwarranted, but it remains upbeat on the company's longer term growth outlook. It thinks than any near-term weakness in the shares should create a longer term buying opportunity. Oppenheimer keeps a $95 price target and Outperform rating on the shares.

Notable companies reporting before tomorrow's open, with earnings consensus, include Merck (MRK), consensus $1.87... Caterpillar (CAT), consensus $5.14... Comcast (CMSCA), consensus 99c... Honeywell (HON), consensus $2.17... Bristol-Myers (BMY), consensus ($4.44)... Altria (MO), consensus $1.15... Keurig Dr. Pepper (KDP), consensus 35c... GE Vernova (GEV), consensus (37c)... Royal Caribbean (RCL), consensus $1.33... Tractor Supply (TSCO), consensus $1.72... Mobileye (MBLY), consensus (6c)... Textron (TXT), consensus $1.23... LabCorp (LH), consensus $3.48... Southwest Airlines (LUV), consensus (34c)... American Airlines (AAL), consensus (29c)... Harley-Davidson (HOG), consensus $1.51.