As Wall Street prepares for another earnings season, analysts are finding that some stocks are better positioned than others to profit. The S&P 500 jumped more than 7% in the first quarter of 2023, marking the second consecutive quarter of positive growth. The rally in tech stocks helped fuel the broader market’s rally, even overshadowing the regional banking crisis caused by the failures of Silicon Valley and Signature banks. Just look at the Selective Technology Sector (XLK) SPDR Fund, which is up 20% year-to-date through Monday. Meanwhile, the Financial Sector SPDR Fund (XLF) is down 6% so far in 2023. As investors keep an eye on the financial sector and the Federal Reserve’s continued campaign of interest rate hikes, First-quarter earnings reports will answer which companies are truly resilient. Against this backdrop, CNBC Pro used FactSet data to sift through the stocks that Wall Street analysts see as having the greatest upside potential as we head into the new earnings season. The screen searches for names in the S&P 500 that meet all of the following criteria: Estimated earnings per share with at least five or more revisions in the last three months Estimated earnings per share forward a change of at least 10% over the next three months and May six or less adjust earnings decline over the past three months Target average price increase of at least 10% over the last three months Direct booking provider Online Booking Holdings has the highest estimated increase in earnings per share over the next six months, coming in at nearly 51 percent. Meanwhile, its average price target is up more than 19% over the past three months. The stock is up nearly 28% year-to-date after falling 16% in 2022. And more than half of Booking Holdings analysts still rate the stock as buy or buy, according to Refinitiv data. . Mountain BKNG YTD Booking Holdings stock Another stock expected to perform better during the earnings season is Paccar . Shares of the truckmaker have gained more than 26% in the past 12 months (no drop since 2018), and analysts polled by Refiniv estimate the stock will rise another 9% next year. Earnings per share estimates have grown 42% over the past six months. Truckmakers Peterbilt and Kenworth have also seen price targets increase by nearly 11% over the past three months. According to Refinitiv data, the only possible problem is that nearly two-thirds of analysts who follow Paccar stock give hold ratings. Customer relationship management software maker Salesforce also makes this display. Salesforce shares are up about 45% in 2023 after falling 48% last year and following moves by activists away from hedge funds, led by Dan Loeb at Third Point, Elliott Investment Management, Starboard Value, Inclusive Capital and ValueAct Capital Partners. Salesforce’s earnings per share are estimated to grow 24% over the next six months. Mountains of CRM YTD Salesforce shares Software companies Ansys and Ceridian HCM Holdings also appeared on our screens. —Chris Hayes of CNBC contributed to this report.