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Earnings Preview: Archive

Sheraz Mian

Retail Earnings Loom: What Can Investors Expect?

We have more than 100 companies on deck to report results this week, including 15 S&P 500 members. With retail dominating the reporting docket, can the earnings positivity continue?

AMZNNegative Net Change TGTPositive Net Change WMTPositive Net Change

Sheraz Mian

3 Key Takeaways from the Q2 Earnings Season

As we head into the final phase of the Q2 earnings season, we can say with complete confidence that the overall earnings picture remains strong and resilient. What can investors expect for Q3?

AAPNegative Net Change BIRKNegative Net Change

Sheraz Mian

Mag 7 Earnings Loom: What Can Investors Expect?

The Mag 7 stocks have led the market's rebound from the April lows to new all-time highs, with this week's results giving market participants the most relevant pulse check to validate the group's recent performance.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change

Sheraz Mian

Early Q2 Results Indicate an Improving Earnings Outlook

We get into the heart of the Q2 earnings season this week, with more than 400 companies on deck to report results, including 109 S&P 500 members. So far, the Q2 cycle is off to a strong start.

TSLANegative Net Change GOOGLNegative Net Change

Sheraz Mian

Q2 Earnings Season Setup Remains Favorable: Big Bank Results Loom

We may not receive a lot of actual guidance from management teams, given the many unresolved macro questions. But we remain confident that management teams' qualitative commentary on business trends will be largely positive.

SLBPositive Net Change NFLXNegative Net Change MMMPositive Net Change

Sheraz Mian

Looking Ahead to the Q2 Earnings Season

While the revisions trend has notably stabilized in recent weeks, the magnitude of cuts to 2025 Q2 estimates since the start of the period is larger and more widespread compared to what we have become accustomed to seeing in the post-COVID period.

NKENegative Net Change FDXPositive Net Change STZNegative Net Change

Sheraz Mian

What Can Investors Expect from Q2 Earnings?

The current expectation is for Q2 earnings to increase by +5% from the same period last year on +3.9% higher revenues, reflecting a material deceleration from the growth trend of recent quarters. What else should investors know?

NKENegative Net Change MUNegative Net Change FDXPositive Net Change

Sheraz Mian

Previewing Q2 Earnings Expectations

The current expectation is for Q2 earnings to increase by +5.1% on +3.8% higher revenues YoY, which will be a material deceleration from the +11.9% earnings growth pace in Q1 on +3.6% higher revenues. What else should investors know?

ACNPositive Net Change ORCLNegative Net Change LENPositive Net Change

Sheraz Mian

Making Sense of Q2 Earnings Expectations

The current expectation is for Q2 earnings for the S&P 500 index to increase by +5.4% from the same period last year on +3.7% higher revenues. What else should investors know?

COSTPositive Net Change AZOPositive Net Change

Sheraz Mian

Taking Stock of the Earnings Picture

The earnings release from Nvidia is the true highlight of this week's earnings docket, though there are a few other bellwethers on deck to report results as well. Nearing its end, how has the Q1 cycle fared so far?

AMZNNegative Net Change CRMPositive Net Change NVDANegative Net Change COSTPositive Net Change ULTANegative Net Change

Sheraz Mian

Retail Earnings Continue: Target, Home Depot on Deck

In addition to Target, Home Depot, and Lowe's, the notable companies reporting this week include Ralph Lauren, TJX Companies, Toll Brothers, and China's Baidu. What can investors expect?

TGTPositive Net Change WMTPositive Net Change LOWPositive Net Change HDPositive Net Change DECKNegative Net Change

Sheraz Mian

Walmart & Retail Sector Earnings Loom: A Closer Look

Walmart shares have been standout performers this year, handily outperforming not just the broader market indexes but also the likes of Amazon and most other Magnificent 7 group members. Can the momentum follow through post-earnings?

AMZNNegative Net Change TGTPositive Net Change WMTPositive Net Change

Sheraz Mian

Earnings Remain Resilient, but Outlook Softens

Q1 earnings overall reflect resiliency, but estimates for full-year 2025 have come under increasing pressure in recent weeks.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change METANegative Net Change

Sheraz Mian

Mag 7 Earnings Preview: What Can Investors Expect?

We get into the heart of the Q1 earnings season this week, with more than 800 companies reporting results, including four Magnificent 7 members and 173 other S&P 500 members. How are expectations shaping up?

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change

Sheraz Mian

Are Tariff Worries Affecting the Earnings Outlook?

There are many valid reasons for the market to remain focused on tariffs since so much is happening in the broader economy. But how are they affecting the earnings outlook for the coming periods?

WFCPositive Net Change JPMNegative Net Change MSNegative Net Change

Sheraz Mian

A Closer Look at Bank Stocks & Tariff Worries

We all know that the banking business isn't subject to tariffs. But as cyclical operators, their business is heavily exposed to trends in the broader economy, which in turn is seen as weighed down by the ongoing tariffs uncertainty.

BACPositive Net Change WFCPositive Net Change JPMNegative Net Change MSNegative Net Change

Sheraz Mian

Making Sense of Early Q1 Earnings Reports

We have been seeing some of the early Q1 results in recent days, which have been mixed at best. Soon, the big banks will shift the period into a much higher gear.

NKENegative Net Change PAYXPositive Net Change FDXPositive Net Change LULUNegative Net Change

Sheraz Mian

Looking Ahead to the Q1 Earnings Season

The Q1 reporting cycle will really get going when the big banks come out with their March-quarter results on April 11th. What should investors know heading into the period?

ACNPositive Net Change NKENegative Net Change ORCLNegative Net Change COSTPositive Net Change ADBEPositive Net Change FDXPositive Net Change

Sheraz Mian

Previewing the 2025 Q1 Earnings Season

The current expectation is that Q1 earnings will be up +6.2% from the same period last year on +3.8% higher revenues, continuing the growth pace nicely. What else should investors know?

ORCLNegative Net Change COSTPositive Net Change ADBEPositive Net Change AZOPositive Net Change

Sheraz Mian

Q4 Earnings Cycle Continues: Retail Results in Focus

The retail earnings releases thus far provide a reassuring view of consumer spending, with broad spending trends largely stable and in-line with what we have seen in recent quarters.

MNegative Net Change TGTPositive Net Change BBYPositive Net Change COSTPositive Net Change

Sheraz Mian

Home Improvement Retailers Face Tough Earnings Environment

The operating environment for Home Depot and Lowe's remains challenging as the interest rate backdrop continues to be unfavorable despite the U.S. Fed's easing policy.

AMZNNegative Net Change CRMPositive Net Change TJXPositive Net Change LOWPositive Net Change NVDANegative Net Change HDPositive Net Change

Sheraz Mian

Retail Earnings Loom: Can Walmart's Momentum Continue?

Walmart shares have been standout performers this year, handily outperforming not just the broader market indexes and peers like Target but also the likes of Amazon and most Magnificent 7 group members.

AMZNNegative Net Change TGTPositive Net Change WMTPositive Net Change

Sheraz Mian

These 5 Charts Explain the Current Earnings Outlook

The overall earnings picture remains strong and reassuring, with the tone and substance of management commentary adding to confidence in current market expectations of a significant growth ramp-up in 2025 and beyond.

SHOPNegative Net Change LYFTNegative Net Change DASHNegative Net Change

Zacks Equity Research

Is a Beat in the Cards for Pegasystems This Earnings Season?

PEGA's fourth-quarter 2024 results are likely to benefit from increased adoption of GenAI Blueprint tool and Pega Cloud platform.

ACNPositive Net Change AKAMPositive Net Change PEGANegative Net Change TWLONegative Net Change

Sheraz Mian

These 5 Charts Explain the Current Earnings Outlook

The overall earnings picture remains strong and reassuring, with the tone and substance of management commentary adding to confidence in current market expectations of a significant growth ramp-up in 2025 and beyond.

SHOPNegative Net Change LYFTNegative Net Change DASHNegative Net Change