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Earnings Preview: Archive

Sheraz Mian

Soft Labor Data Meets Solid Earnings: The Bullish Setup for the Market

Market participants reacted favorably to the soft labor data as it reduces the odds of an October rate hike, with continued strength in the earnings picture providing another reason to stay positive.

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Sheraz Mian

What Will the Q3 Earnings Season Show?

Earnings revisions have remained positive as we approach the Q3 earnings season, continuing the trend in place for a year now. Growth momentum remains broad-based, with 14 of the 16 Zacks sectors expected to see higher earnings relative to the same period last year.

MUNegative Net Change NVDAPositive Net Change ORCLPositive Net Change ADBENegative Net Change GOOGLPositive Net Change

Sheraz Mian

Q3 Earnings Season Preview: What Can Investors Expect?

S&P 500 earnings in Q3 are expected to increase by +24% from the same period last year, reflecting the 8th consecutive quarter of double-digit earnings growth for the index. Earnings revisions have been positive, sustaining the favorable trend in place for almost a year now.

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Looking Ahead to the Q3 Earnings Season: What to Expect

2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year.

MUNegative Net Change NVDAPositive Net Change ORCLPositive Net Change ADBENegative Net Change GOOGLPositive Net Change

Sheraz Mian

Q3 Earnings Preview: High Expectations, Positive Revisions, and Broad-Based Growth

The corporate earnings foundation remains exceptionally strong, as S&P 500 profits have now grown for 12 consecutive quarters. Continued positivity in the revisions trend sets up a powerful backdrop as we finalize the Q2 earnings season and turn our attention to Q3.

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Sheraz Mian

Q2 Earnings Season Enters Final Stretch: Walmart Headlines Upcoming Retail Earnings

The Q2 earnings season is winding down, but many retail companies, including Walmart, have still yet to report. It and other big-box retailers have faced a difficult operating environment, with elevated fuel costs adding to consumers' financial burdens and increasing retailers' expenses.

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Sheraz Mian

Q2 Earnings: Robust Results and Positive Estimate Revisions Validate Market Fundamentals

Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is driving a steady stream of upward revisions for Q3 and future quarters.

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Beyond the Mag 7: Rising Q3 Estimates Signal a Market-Wide Earnings Expansion

Companies that have reported in the Q2 cycle are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and beyond.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Sheraz Mian

Mag 7 Earnings Preview: Alphabet's Cloud Surge and CapEx Hike Raise the Stakes

The market reaction to Alphabet's Q2 results has significantly raised the bar for its Magnificent Seven peers that are on deck to report results this week, namely Microsoft and Meta Platforms on Wednesday, July 29th, and Apple and Amazon on Thursday, July 30th.

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How Nvidia and Micron Are Single-Handedly Reshaping S&P 500 Tech Earnings

Excluding the contribution from Micron and Nvidia, Q2 earnings for the rest of the Zacks Tech sector would be up +25.3% (vs. +48.8% otherwise).

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