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Earnings Preview: Archive

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Mag 7 Earnings Outlook Improves: A Closer Look

Including Nvidia, the Mag 7 group's Q3 earnings increased +28.3% from the same period last year on +18.1% higher revenues. Notably, expectations for Q4 have been rising as of late.

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Making Sense of the Market's Tech Worries

The recent weakness in leading artificial intelligence stocks has rekindled concerns about the group's momentum and market leadership. But given their msassive runs, is it a reflection of a healthy pullback?

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The Enormous Earnings Power of the Mag 7 Group

The aggregate growth numbers for the Mag 7 group are impressive, with Q3 earnings on track to be up +26.7% from the same period last year on +17.6% higher revenues. Only NVIDIA remains to report.

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Previewing Mag 7 Earnings: What Investors Should Know

Except for Apple, the four Mag 7 members reporting this week are all leaders in the artificial intelligence space and are actively investing in data centers and related infrastructure to run large language models. But what else should investors be aware of?

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3 Key Takeaways From the Q3 Earnings Season So Far

This week's line-up of Q3 earnings releases moves beyond the Finance sector, with results from heavyweights like Netflix and Tesla on the schedule.

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Q3 Earnings Season Setup Remains Favorable: What to Know

The big banks dominate this week's reporting docket, but we also have several bellwethers from other sectors reporting, including Johnson & Johnson, United Air Lines, and others.

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A Closer Look at the Evolving Earnings Picture

We have more than 25 companies on deck to report results this coming week, including four S&P 500 members. How are things shaping up?

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Making Sense of Current Earnings Expectations

The positive revisions trend that we have regularly flagged has not been restricted to Q3 alone, as estimates for Q4 have also moved higher lately. What else should investors know?

CCLPositive Net Change NKEPositive Net Change

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Handicapping the Q3 Earnings Season

The Tech sector is expected to continue playing its growth role in 2025 Q3, with total earnings for the sector expected to be up +11.8% on +12.5% higher revenues.

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Q3 Earnings Season Gets Underway: A Closer Look

The Q3 reporting cycle will really pick up steam when the big banks release their results near mid-October, though Oracle has already helped kick the period off positively.

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Previewing Q3 Earnings: What Can Investors Expect?

We have regularly flagged in recent weeks that the Q3 estimate revisions trend has been positive since late April, reversing the prior course. But what else is there to know about the upcoming Q3 cycle?

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Nvidia Earnings Loom: Analyzing the Current Earnings Picture

The earnings release from Nvidia (NVDA) is the true highlight of this week's earnings docket, though there are a few other bellwethers on deck to report results, including 15 S&P 500 members. What can investors expect?

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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?

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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?

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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 NVDAPositive Net Change GOOGLNegative Net Change METAPositive Net Change

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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.

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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.

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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.

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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?

NKEPositive Net Change MUPositive Net Change FDXNegative Net Change

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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

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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?

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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?

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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 WMTNegative Net Change LOWPositive Net Change HDNegative Net Change DECKPositive Net Change

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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?

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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.

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