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Next week over 500 companies are reporting their earnings from the fourth quarter. Do you have a watch list prepared?

For ideas on where to look, short-selling trends offer an interesting choice. When a stock sees greater short selling over time, it indicates that more short sellers believe the stock will soon underperform. We ran a screen on next week's reporting companies for those with bearish sentiment from short-sellers, with significant increases in shares shorted month-over-month.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.‬

We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. (To access a complete analysis of this list's recent performance, click here.)

Do you think these stocks will report negatively next week? Use this list as a starting point for your own analysis.

List sorted by increase in shares shorted as a percent of share float.

1. HomeAway, Inc. (NASDAQ:AWAY): Operates an online marketplace for the vacation rental industry. Market cap of $2.03B. Earnings to be announced on 01/27. Shares shorted have increased from 3.60M to 4.88M month-over-month, a change representing 3.74% of the company's 34.21M share float. The stock is a short squeeze candidate, with a short float at 6.14% (equivalent to 15.89 days of average volume). The stock has had a couple of great days, gaining 7.01% over the last week.

2. Lam Research Corporation (NASDAQ:LRCX): Engages in designing, manufacturing, marketing, and servicing semiconductor processing equipment used in the fabrication of integrated circuits. Market cap of $4.98B. Earnings to be announced on 01/25. Shares shorted have increased from 4.30M to 7.96M month-over-month, a change representing 3.08% of the company's 119.01M share float. Might be undervalued at current levels, with a PEG ratio at 0.86, and P/FCF ratio at 8.46. The stock has had a couple of great days, gaining 6.77% over the last week.

3. Vistaprint N.V. (NASDAQ:VPRT): Operates as an online provider of marketing products and services to micro businesses worldwide. Market cap of $1.13B. Earnings to be announced on 01/26. Shares shorted have increased from 9.03M to 9.97M month-over-month, a change representing 3.04% of the company's 30.91M share float. The stock is a short squeeze candidate, with a short float at 27.53% (equivalent to 16.58 days of average volume). The stock has lost 36.51% over the last year.

4. Freescale Semiconductor Holdings I, Ltd. (NYSE:FSL): Engages in processing semiconductors and solutions for automotive, networking, industrial, and consumer markets worldwide. Market cap of $3.48B. Earnings to be announced on 01/26. Shares shorted have increased from 11.64M to 13.43M month-over-month, a change representing 1.86% of the company's 96.24M share float. The stock is a short squeeze candidate, with a short float at 27.58% (equivalent to 18.06 days of average volume). The stock has had a couple of great days, gaining 9.15% over the last week.

5. Brinker International Inc. (NYSE:EAT): Develops, operates, and franchises various restaurant brands primarily in the United States. Market cap of $2.20B. Earnings to be announced on 01/24. Shares shorted have increased from 9.06M to 10.39M month-over-month, a change representing 1.67% of the company's 79.57M share float. The stock is a short squeeze candidate, with a short float at 13.06% (equivalent to 6.71 days of average volume). The stock has had a good month, gaining 11.35%.

6. Federated Investors, Inc. (NYSE:FII): Provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors. Market cap of $1.86B. Earnings to be announced on 01/26. Shares shorted have increased from 8.61M to 10.09M month-over-month, a change representing 1.59% of the company's 92.87M share float. The stock has had a good month, gaining 20.82%.

7. VMware, Inc. (NYSE:VMW): Provides virtualization and virtualization-based cloud infrastructure solutions primarily in the United States. Market cap of $36.08B. Earnings to be announced on 01/23. Shares shorted have increased from 3.15M to 4.20M month-over-month, a change representing 1.36% of the company's 76.93M share float. The stock has lost 11.71% over the last year.

8. Cirrus Logic Inc. (NASDAQ:CRUS): Develops high-precision analog and mixed-signal integrated circuits. Market cap of $1.33B. Earnings to be announced on 01/26. Shares shorted have increased from 5.15M to 5.93M month-over-month, a change representing 1.23% of the company's 63.37M share float. Exhibiting strong upside momentum--currently trading 22.37% above its SMA20, 25.76% above its SMA50, and 30.42% above its SMA200. The stock has had a couple of great days, gaining 5.65% over the last week.

9. Stanley Black & Decker, Inc. (NYSE:SWK): Provides hand tools, mechanical access solutions, and electronic security solutions. Market cap of $12.31B. Earnings to be announced on 01/25. Shares shorted have increased from 3.30M to 5.34M month-over-month, a change representing 1.22% of the company's 166.97M share float. The stock has had a good month, gaining 15.7%.

10. AutoNation Inc. (NYSE:AN): Operates as an automotive retailer in the United States. Market cap of $4.94B. Earnings to be announced on 01/26. Shares shorted have increased from 7.69M to 8.24M month-over-month, a change representing 1.09% of the company's 50.25M share float. The stock is a short squeeze candidate, with a short float at 6.95% (equivalent to 7.73 days of average volume). The stock has gained 25.28% over the last year.

Short data sourced from Yahoo Finance; all other data sourced from Finviz.

Source: 10 Companies With Upcoming Earnings And Bearish Short Trends