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Earnings Trends: Archive

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Tech Earnings Estimates Increase Again: What's Going On?

It's hard to tell at this stage how durable the reversal in the Tech sector's estimates will prove to be, but it still remains a favorable development. Will they keep increasing?

MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change

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Earnings Expectations Shift Lower: A Closer Look

Uncertainty about the overall macroeconomic picture continues to be a significant drag on the earnings outlook as a whole, prompting analysts to cut their estimates for the current and coming periods.

UALNegative Net Change MMMPositive Net Change AOSPositive Net Change

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Tech Estimates Come Under Pressure: What to Know

Macroeconomic uncertainty continues to be a significant drag on the earnings outlook as a whole, prompting analysts to cut their estimates for the current and coming periods.

UALNegative Net Change MMMPositive Net Change

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A Tentative Start to the Q1 Earnings Season

There were no major surprises in the big bank results, with all the major players beating estimates while providing a cautious view of the macro backdrop. But how is the recent uncertainty affecting the earnings picture?

DALNegative Net Change UALNegative Net Change

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Guidance to be Key Factor This Earnings Season

The Q1 earnings season will be less about what companies earned in the first quarter of 2025 and more about sizing up the earnings impact of the emerging tariff and macroeconomic backdrop.

DALNegative Net Change WMTNegative Net Change

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Looking Ahead to the Q1 Earnings Season

Total 2025 Q1 earnings for the S&P 500 index are expected to be up +5.9% from the same period last year on +3.9% higher revenues, continuing the recent growth pace nicely. Next week, we'll hear from the big banks.

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLNegative Net Change METANegative Net Change

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Breaking Down the Mag 7 Earnings Outlook

The Magnificent 7 stocks have lost ground lately, with the DeepSeek breakthrough putting a spotlight on the group's ever-rising capital outlays. But what can investors expect in their Q1 results?

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLNegative Net Change METANegative Net Change

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A Closer Look at Earnings Expectations for Q1 & Full-Year 2025

The March-quarter earnings season will really get underway once the big banks start reporting results, though we've already seen quarterly results from a few companies, including Adobe and Oracle.

ORCLPositive Net Change COSTPositive Net Change ADBENegative Net Change

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Analyzing Retail Earnings in a High-Tariff Economy

Several big-box retail operators have recently reported quarterly results, though headlines about tariffs have been stealing the thunder. What should investors know?

TGTNegative Net Change BBYNegative Net Change

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Retail Earnings: An In-Depth Analysis

Walmart shares were down following its release as market participants were disappointed with its guidance, but how have other sector members fared?

AMZNPositive Net Change LOWNegative Net Change HDNegative Net Change

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Retail Earnings: A Closer Look

The Q4 reporting focus shifts to the Retail sector in the days ahead as the brick-and-mortar operators, including Walmart, start coming out with quarterly results.

AMZNPositive Net Change TGTNegative Net Change WMTNegative Net Change

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Breaking Down the Current Earnings Outlook

We can safely say that it has been a good reporting cycle, with the growth pace showing a notable accelerating trend and companies comfortably beating consensus estimates. But what about the coming periods?

KONegative Net Change PEPNegative Net Change CVSNegative Net Change WBAPositive Net Change

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Mag 7 Members Report Strong Earnings, Double Down on CapEx

Alphabet became the latest member of the Mag 7 club to stick to its ever-rising spending on building out its artificial intelligence infrastructure. Will the investments pay off?

MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change

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Broad-Based Sector Growth Expected for 2025

2025 is expected to have all 16 Zacks sectors enjoy earnings growth, with eight expected to produce double-digit growth. But what else should investors know?

RCLPositive Net Change DHRNegative Net Change

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Earnings Picture Remains Strong: A Closer Look

The picture emerging from the 2024 Q4 earnings season is one of strength and improving outlook, with the companies not only coming ahead of estimates but also providing reassuring guidance for the coming quarters.

JNJNegative Net Change NFLXNegative Net Change

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Q4 Earnings Season Kicks Off Strong

We are off to a solid start to the 2024 Q4 earnings season, with the big banks not only coming ahead of estimates but also providing reassuring guidance for the coming quarters.

GSPositive Net Change WFCNegative Net Change JPMNegative Net Change CNegative Net Change

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Broad-Based Growth Expected in 2025

The number of sectors enjoying strong growth is expected to expand notably from the narrow base we have been seeing lately, undoubtedly a positive development. But what else should investors know?

NVDANegative Net Change METANegative Net Change

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Earnings Growth Expected to Broaden Beyond Tech

The current expectation is for double-digit earnings growth in each of the next two years, with the number of sectors enjoying strong growth notably expanding from the narrow base we have been seeing lately.

NVDANegative Net Change METANegative Net Change

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Looking Ahead to the Q4 Earnings Season (Revised)

For 2024 Q4, total S&P 500 earnings are expected to be up +7.5% on +4.7% higher revenues, continuing the recent growth streak. But what else should investors look out for during the period?

TGTNegative Net Change WMTNegative Net Change FLNegative Net Change

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Looking Ahead to the Q4 Earnings Season

For 2024 Q4, total S&P 500 earnings are expected to be up +7.5% on +4.7% higher revenues, continuing the recent growth streak. But what else should investors look out for during the period?

TGTNegative Net Change WMTNegative Net Change FLNegative Net Change

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Walmart & Target: A Closer Look at Retail Earnings

Target disappointed once again in its quarterly release, with the company not only missing estimates but also guiding lower. This is in sharp contrast to what we saw in Walmart's beat-and-raise quarterly report.

TGTNegative Net Change WMTNegative Net Change

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Looking Ahead to Retail Sector Earnings

Home Depot became the first major conventional retailer to come out with Q3 results, helping kick off a busy period for the Retail sector overall. But what can investors expect from the rest?

TGTNegative Net Change WMTNegative Net Change LOWNegative Net Change HDNegative Net Change

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Mag 7 Earnings Loom: What Can Investors Expect?

Without the Mag 7's substantial earnings contribution, Q3 earnings for the remaining S&P 500 index would be modestly in negative territory. Next week, several will reveal their results.

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change

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A Detailed Analysis of Q3 Earnings Expectations

The Q3 earnings season will really get going with the big banks coming out with their results. But what can investors expect beyond?

NKENegative Net Change PEPNegative Net Change FDXNegative Net Change

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Earnings Growth Set to Accelerate

The year-over-year growth pace in aggregate earnings is expected to accelerate over the next four periods, with the absolute dollar level of quarterly earnings expected to reach new all-time records in each quarter as well.

BACPositive Net Change WFCNegative Net Change JPMNegative Net Change