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Q1 earnings are expected to be up +2.1% from the same period last year on +3.4% higher revenues, with the Technology sector again playing a big role in keeping the overall earnings picture positive.
2024 Q1 earnings are currently expected to be up +2.4% from the same period last year on +3.5% higher revenues, reflecting the third consecutive period of positive earnings growth. The Tech sector is poised to flex its power again, helping brighten the overall earnings picture in a big way.
Given their enormous earnings power and growth profiles, it is hard to argue with the group's market leadership. Of the bunch, only NVIDIA remains to report.
A big part of Tech's improved earnings outlook has been a function of more effective cost controls that have helped stabilize margins. What will the Q4 results show?
The picture emerging from the Q4 earnings season thus far has been good enough - not great, but definitely not bad either. Next week, we shift into a much higher gear, with 71 S&P 500 members scheduled to report.
We are off to a good enough start in the Q4 earnings season, though it may be hard to reach that conclusion from the seemingly 'noisy' big bank results.
The economy's resilience in the face of the Fed's extraordinary tightening has been a pleasant surprise. That said, it makes sense for growth to moderate going forward to reflect the cumulative effect of monetary policy tightening.
The economy's resilience in the face of the Fed's extraordinary tightening campaign has been a pleasant surprise, further reflected by upwardly revised GDP growth numbers for 2023 Q3.
We have started seeing signs of stress at the lower end of income distribution, and one can intuitively project moderation in consumer spending as the economy further slows down under the weight of tighter monetary conditions.
Estimates for 2023 Q4 and following quarters have started to come down, which follows a relatively stable revisions trend over the preceding six months.
Strong Q3 results from mega-cap Tech players have helped the aggregate Q3 earnings growth rate for the S&P 500 index turn positive in recent days. Regarding the 'Big 7', Apple and Nvidia now represent the final members of the group yet to report.
With several big-tech companies on deck to report September-quarter results this upcoming week, it's sure to be a busy period. But how do expectations currently stack up?
Commentary from the banks surrounding the economic outlook reflected tentativeness, citing continued downside risks but also acknowledging the economy's resiliency and increasing odds of a 'soft landing.'
The push higher in yields has been reflective of the higher-for-longer Fed view, which in turn has been driven by the U.S. economy's extraordinary resilience.
The Q3 reporting cycle has begun, with results from 16 S&P 500 members out as of September 29th. But the cycle will really pick up steam when the big banks start coming out with their quarterly numbers in mid-October.
We see the seemingly hawkish Fed posture as nothing more than an insurance policy that will come in handy should the recent favorable momentum on the inflation front start stalling.
The overall earnings picture has unfolded much more positively and favorably than many thought possible just a few quarters back. Are there surprises looming?
For Q3, S&P 500 earnings are currently expected to decline by -1.5% from the same period last year on +0.7% higher revenues. However, on an ex-Energy basis, earnings growth in Q3 would actually be positive.
Unsurprisingly, the Fed's extraordinary tightening cycle has been impacting the earnings picture for construction and housing. Where do we go from here?
Higher interest rates and mortgage rates are undoubtedly a headwind for the market. Still, many stocks will thrive even in a high-rate environment if the reason for higher rates is economic growth and positive momentum.
One recurring theme in the Q2 earnings season has been the continued resilience and stability of the U.S. consumer. We heard this from the banks, the leisure and hospitality players, and consumer-facing digital operators. Will retail say the same?
A notable feature of the Q2 earnings season has been the absence of widespread negative guidance that a section of the market has persistently been afraid of.
Earnings Preview: Archive
2024 Q1 Earnings Loom: What Can Investors Expect?
by Sheraz Mian
Q1 earnings are expected to be up +2.1% from the same period last year on +3.4% higher revenues, with the Technology sector again playing a big role in keeping the overall earnings picture positive.
ORCLPositive Net Change ADBEPositive Net Change
artificial-intelligence earnings tech-stocks
Previewing the 2024 Q1 Earnings Season
by Sheraz Mian
2024 Q1 earnings are currently expected to be up +2.4% from the same period last year on +3.5% higher revenues, reflecting the third consecutive period of positive earnings growth. The Tech sector is poised to flex its power again, helping brighten the overall earnings picture in a big way.
ORCLPositive Net Change COSTPositive Net Change ADBEPositive Net Change AZONegative Net Change
earnings tech-stocks
Retail Earnings Loom: What's in 'Store'?
by Sheraz Mian
Retail earnings will soon take center stage, with many notable companies on the reporting docket for next week. What can investors expect?
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change TGTPositive Net Change WMTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings retail tech-stocks
5 Standout Features of the Q4 Earnings Season
by Sheraz Mian
With quarterly results from about two-thirds of S&P 500 members already out, here are five key features these results have confirmed.
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Magnificent 7 Earnings Results Solidify Market Leadership
by Sheraz Mian
Given their enormous earnings power and growth profiles, it is hard to argue with the group's market leadership. Of the bunch, only NVIDIA remains to report.
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Big Tech Earnings Loom: What Can Investors Expect?
by Sheraz Mian
A big part of Tech's improved earnings outlook has been a function of more effective cost controls that have helped stabilize margins. What will the Q4 results show?
AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Q4 Earnings Results Reflect Stability
by Sheraz Mian
The picture emerging from the Q4 earnings season thus far has been good enough - not great, but definitely not bad either. Next week, we shift into a much higher gear, with 71 S&P 500 members scheduled to report.
INTCPositive Net Change JNJNegative Net Change NFLXPositive Net Change TSLAPositive Net Change
earnings finance tech-stocks
Breaking Down Early Q4 Earnings Results
by Sheraz Mian
We are off to a good enough start in the Q4 earnings season, though it may be hard to reach that conclusion from the seemingly 'noisy' big bank results.
BACPositive Net Change WFCPositive Net Change JPMPositive Net Change CPositive Net Change
earnings finance
How Will Earnings Estimates Evolve in 2024?
by Sheraz Mian
The economy's resilience in the face of the Fed's extraordinary tightening has been a pleasant surprise. That said, it makes sense for growth to moderate going forward to reflect the cumulative effect of monetary policy tightening.
CAGPositive Net Change STZNegative Net Change WBANegative Net Change LWPositive Net Change
earnings
Is an Earnings Recession Coming?
by Sheraz Mian
The economy's resilience in the face of the Fed's extraordinary tightening campaign has been a pleasant surprise, further reflected by upwardly revised GDP growth numbers for 2023 Q3.
CPBPositive Net Change AZONegative Net Change AVGOPositive Net Change
earnings
Retail Earnings Loom: What's in Store?
by Sheraz Mian
We have started seeing signs of stress at the lower end of income distribution, and one can intuitively project moderation in consumer spending as the economy further slows down under the weight of tighter monetary conditions.
AMZNPositive Net Change TGTPositive Net Change WMTPositive Net Change
earnings retail
Q3 Results Reflect Positivity, But Outlook Uncertain
by Sheraz Mian
Estimates for 2023 Q4 and following quarters have started to come down, which follows a relatively stable revisions trend over the preceding six months.
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Q3 Earnings: Tech Sector in Focus
by Sheraz Mian
Strong Q3 results from mega-cap Tech players have helped the aggregate Q3 earnings growth rate for the S&P 500 index turn positive in recent days. Regarding the 'Big 7', Apple and Nvidia now represent the final members of the group yet to report.
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Previewing Big Tech Earnings: What Can Investors Expect?
by Sheraz Mian
With several big-tech companies on deck to report September-quarter results this upcoming week, it's sure to be a busy period. But how do expectations currently stack up?
AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Analyzing Positive Bank Earnings: An Uncertain Outlook
by Sheraz Mian
Commentary from the banks surrounding the economic outlook reflected tentativeness, citing continued downside risks but also acknowledging the economy's resiliency and increasing odds of a 'soft landing.'
WFCPositive Net Change JPMPositive Net Change CPositive Net Change
earnings finance
Analyzing Q3 Earnings & Higher Interest Rates
by Sheraz Mian
The push higher in yields has been reflective of the higher-for-longer Fed view, which in turn has been driven by the U.S. economy's extraordinary resilience.
JPMPositive Net Change DALPositive Net Change PEPPositive Net Change
earnings
The Q3 Earnings Season Gets Underway
by Sheraz Mian
The Q3 reporting cycle has begun, with results from 16 S&P 500 members out as of September 29th. But the cycle will really pick up steam when the big banks start coming out with their quarterly numbers in mid-October.
NKENegative Net Change CAGPositive Net Change ADBEPositive Net Change FDXNegative Net Change STZNegative Net Change
earnings tech-stocks
Analyzing the Fed & Current Earnings Expectations
by Sheraz Mian
We see the seemingly hawkish Fed posture as nothing more than an insurance policy that will come in handy should the recent favorable momentum on the inflation front start stalling.
NKENegative Net Change COSTPositive Net Change ADBEPositive Net Change FDXNegative Net Change
earnings
Previewing the Q3 Earnings Season
by Sheraz Mian
The overall earnings picture has unfolded much more positively and favorably than many thought possible just a few quarters back. Are there surprises looming?
ORCLPositive Net Change ADBEPositive Net Change FDXNegative Net Change LENPositive Net Change
earnings
Handicapping Q3 Earnings: What to Expect
by Sheraz Mian
For Q3, S&P 500 earnings are currently expected to decline by -1.5% from the same period last year on +0.7% higher revenues. However, on an ex-Energy basis, earnings growth in Q3 would actually be positive.
KRPositive Net Change AIPositive Net Change DOCUPositive Net Change
earnings retail
Breaking Down the Construction & Housing Earnings Picture
by Sheraz Mian
Unsurprisingly, the Fed's extraordinary tightening cycle has been impacting the earnings picture for construction and housing. Where do we go from here?
PWRPositive Net Change LENPositive Net Change
construction earnings home-builder
Why Are Stocks Moving Lower?
by Sheraz Mian
Higher interest rates and mortgage rates are undoubtedly a headwind for the market. Still, many stocks will thrive even in a high-rate environment if the reason for higher rates is economic growth and positive momentum.
AMZNPositive Net Change LOWNegative Net Change NVDAPositive Net Change ULTANegative Net Change
earnings
Retail Earnings Looming: What to Expect
by Sheraz Mian
One recurring theme in the Q2 earnings season has been the continued resilience and stability of the U.S. consumer. We heard this from the banks, the leisure and hospitality players, and consumer-facing digital operators. Will retail say the same?
TGTPositive Net Change WMTPositive Net Change
earnings retail
Technology Sector Market Gains Are Driven by Fundamentals
by Sheraz Mian
A notable feature of the Q2 earnings season has been the absence of widespread negative guidance that a section of the market has persistently been afraid of.
NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Green Shoots Emerging From the Earnings Landscape
by Sheraz Mian
With a little over half of June-quarter results already out, we can confidently call the overall earnings picture reassuringly stable and resilient.
AMZNPositive Net Change AAPLPositive Net Change SBUXPositive Net Change UBERNegative Net Change
earnings