As investors prepare themselves for rough earnings season, CNBC Pro found stocks that are really going by analysts’ estimates in their results. Many investors are expecting the second-quarter earnings report to fall significantly short of expectations, as rising inflation and a bullish Federal Reserve continue to weigh on corporate balance sheets. Stocks remained volatile on Tuesday on fears of weakening global growth. Still, many names are popping up on the screen, according to FactSet data. The second-quarter and full-year consensus estimates for these companies have risen by at least 5% over the past three months. These stocks have outperformed the S&P 500 over the past three months and are considered buying opportunities by most analysts. Here’s the list: A succession of commodity stocks made the list. Energy stocks may be off their highs, but they have gained a lot this year due to rising oil prices. JP Morgan has described the recent decline in this sector as a buying opportunity. Estimates for the current quarter and full year for energy names such as Devon Energy, Marathon Petroleum, Phillips 66, Pioneer Natural Resources, Valero Energy and Williams Companies grew from estimates just three months ago. For example, the current 2022 estimates for the Philips 66 and Valero jumped 65% and 126%, respectively. A pair of chip stock Analog Devices and On Semiconductor also surfaced. Last month, Analog Devices was named a top pick among chip stocks by Citi because of its defensive qualities. ON Semiconductor was also liked by the investment bank for increasing its margins. According to FactSet, analysts projected earnings 2022 earnings estimates for Analog Devices to increase by nearly 10% over the past three months. Meanwhile, ON Semiconductor’s estimate rose 17%. Ulta Beauty was a notable consumer non-cyclical pick. Last month the beauty retailer was upgraded to a strong buy by analysts at Raymond James, who said Ulta is “well positioned” to weather the recession because consumers are less likely to trade beauty brands as they do. Others are with retail purchase. Current-quarter and full-year estimates for the stock jumped about 10% and 9%, respectively, from three months ago. Other names that surfaced include DR Horton, Enphase Energy, Monolithic Power Systems and Region Financial. —CNBC’s Michael Bloom contributed to this report.