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Earnings Trends: Archive

Sheraz Mian

How Much Clarity Will the Q2 Earnings Season Provide?

The market has a sense of what should happen to earnings estimates, but it isn't seeing much of that just yet...

NKEPositive Net Change GISNegative Net Change ORCLNegative Net Change FDXPositive Net Change BBBYNo Net Change LENNegative Net Change

Sheraz Mian

Have Earnings Estimates Come Down Enough?

Part of the uncertainty in the market at present is related to how earnings estimates should evolve in an aggressive Fed tightening cycle. The market has a sense of what should happen to earnings estimates, but it isn't seeing much of that just yet...

NKEPositive Net Change GISNegative Net Change ORCLNegative Net Change FDXPositive Net Change BBBYNo Net Change LENNegative Net Change

Sheraz Mian

Will Earnings Estimates Finally Come Down?

Part of the uncertainty in the market at present is related to how earnings estimates should evolve in an aggressive Fed tightening cycle. The market has a sense of what should happen to earnings estimates, but it isn't seeing much of that just yet.

MSFTNegative Net Change CRMNegative Net Change TGTPositive Net Change WMTNegative Net Change LENNegative Net Change

Sheraz Mian

Looking Ahead to the Q2 Earnings Season as the Fed Hikes Rates

Excluding the hefty contribution from the Energy sector, total Q2 earnings for the rest of the S&P 500 index are expected to be down -5.1% on +7.4% higher revenues...

MSFTNegative Net Change CRMNegative Net Change TGTPositive Net Change WMTNegative Net Change

Sheraz Mian

Breaking Down the Tech Sector's Earnings Outlook

Technology stocks have been at the receiving end of the ongoing market reset in response to the Fed's tightening policy. Here's what to expect from tech earnings going forward...

AMZNPositive Net Change AAPLPositive Net Change MSFTNegative Net Change FBNo Net Change GOOGLNegative Net Change

Sheraz Mian

The Sectors Enjoying Positive Estimate Revisions Amid Economic Headwinds

Q2 earnings estimates have gone up for 6 sectors, with the biggest gains in the Energy sector, followed up by...

CSXPositive Net Change LUVPositive Net Change JBHTPositive Net Change

Sheraz Mian

Making Sense of Target, Walmart and Disappointing Retail Results

Disappointing results from bellwether retailers have raised questions about the health of the consumer in the current inflationary environment. But the issue appears to be one of execution by the failing operators...

TGTPositive Net Change WMTNegative Net Change HDNegative Net Change

Sheraz Mian

A Stable Earnings Picture Despite the Market Selloff

Looking at Q1 as a whole, total S&P 500 earnings are expected to be up +9.3% on +13.4% higher revenues. This is a significant deceleration from what we have been seeing in the preceding quarters...

AMZNPositive Net Change AAPLPositive Net Change MSFTNegative Net Change FBNo Net Change GOOGLNegative Net Change

Sheraz Mian

Breaking Down the First Quarter Earnings Season So Far

Excluding the -16.3% decline in Finance sector earnings, Q1 earnings for the rest of the index members that have reported would be up +15.4%.

GEPositive Net Change NFLXPositive Net Change HCANegative Net Change

Sheraz Mian

Earnings Estimates Come Under Pressure Outside of Energy

Looking at Q1 as a whole, total S&P 500 earnings are expected to be up +6.6% on +11.1% higher revenues. This is a significant deceleration from what we have been seeing in the preceding quarters...

GEPositive Net Change NFLXPositive Net Change HCANegative Net Change