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Earnings Preview: Archive

Sheraz Mian

Can Earnings Reports Push Bank Stocks Higher?

On most key operating metrics, bank performance has been very strong in the first three quarters of the year and most of those favorable trends will show up in the Q4 results as well.

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The Market's Earnings Uncertainty

Earnings estimates for 2018 Q4 and full-year 2019 have been coming down lately, but they likely have even more room to go down given the headwinds.

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How Low can Earnings Estimates Go?

All of us knew that the roughly +25% earnings growth pace in the first three quarters of 2018 was unsustainable.

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Earnings Growth in a Slowing Economy

Earnings estimates for 2018 Q4 and full-year 2019 have been coming down lately, but they likely have more to go down given the headwinds.

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Pullback in Retail Stocks Reflects Elevated Expectations

A big reason for the market's disappointment with Retail sector earnings reports in recent days is elevated expectations.

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Can Retail Stocks Build on Their Recent Gains?

The earnings focus shifts to the Retail sector this week as traditional brick-and-mortar retailers come out with quarterly results.

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Benjamin Rains

Here's What to Expect from Nvidia's (NVDA) Q3 Earnings

Nvidia (NVDA) stock slipped 1% during regular trading hours Wednesday just one day before the company is set to report its quarterly financial results.

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Can Retail Stocks Build on Their Recent Gains?

Given continued favorable trends in the broader economy, it is reasonable to be optimistic about earnings results from these traditional operators and their stock prices.

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Earnings Estimates Coming Down

Some areas of weakness have emerged, with companies struggling to beat revenue estimates and a number of leading companies providing underwhelming guidance.

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The Market's Exaggerated Earnings Worries

These are all legitimate concerns, but we know that markets tend to overshoot, in both directions. Take a look at the 5-year valuation chart for the S&P 500 index below.

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Sheraz Mian

Are Q3 Earnings Results Really Good?

The banks gave us a good start to the Q3 earnings season, with the market appreciating (and rewarding) the money-center banks and brokers for their results.

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Banks Provide Positive Start to Q3 Earnings Season

The banking sector's earnings growth picture is tracking above historical periods, while revenue growth is modest and in-line with recent trends.

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What is Keeping Bank Stocks Down?

Bank stocks are down -0.8% this year, underperforming the broader market's +8.5% gain, but modestly better than the Finance sector's -3% decline.

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Has the Earnings Picture Started Weakening?

A big part of the positive revisions over the last two quarters was due to the direct impact of the tax cuts. With that issue now behind us, the revisions trend appears to be moving back to how it has behaved over the last few years.

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Q3 Earnings Season Preview

We have to wait another few weeks before Q3 earnings season really takes the spotlight, but the reporting cycle has gotten underway already, with results from 8 S&P 500 members out and another 8 index members on deck to report this week.

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Strong Retail Sector Earnings Performance

We don't want to come across as overly alarmist on the revisions front, but it is nevertheless a negative development in an otherwise very strong Q2 reporting cycle.

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Should We Worry About the Downtrend in Earnings Estimates?

The downward trend of Q3 earnings estimates warrants close monitoring.

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Earnings Season Shows Strong Revenue Momentum

The Q2 earnings season has sustained the positive momentum in place over the last few quarters.

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Q2 Earnings Season Showing Strong Revenue Momentum

We are off to a strong start in the Q2 earnings season.

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Market Unimpressed with Bank Earnings

A big contributor to the group's recent underperformance is the flattening yield curve.

WFC MS JPM GS C BAC

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What's Keeping Bank Stocks Down?

The group never got its mojo back after losing ground at the start of February.

WFC JPM C

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What's Keeping Bank Stocks Down?

The group never got its mojo back after losing ground at the start of February.

WFC JPM C

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Has Earnings Growth Peaked Already?

This earnings cycle got underway back in 2009 when the U.S. economy got out of its last recession.

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What Will Q2 Earnings Season Bring?

10 of the 16 Zacks sectors are expected to produce double-digit earnings growth in Q2.

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Can the Sunshine for Retail Stocks Continue?

The Retail sector has outperformed the S&P 500 index.

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