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Earnings Preview: Archive

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What Will Push Stocks Higher?

We have seen some good economic data in recent days, with the June factory sector ISM and payroll numbers showing impressive momentum. So what will push stocks higher next?

PAYXNegative Net Change ORCLNegative Net Change NKENegative Net Change JPMPositive Net Change FDXPositive Net Change ADBENegative Net Change

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Handicapping the Q2 Earnings Season Amid the Coronavirus

Nike's huge miss reflected analysts' difficulty in coming up with reasonable estimates in a backdrop of pandemic-driven lockdowns in many parts of the world...

STZNegative Net Change ORCLNegative Net Change NKENegative Net Change MUNegative Net Change JPMPositive Net Change GISPositive Net Change FDXPositive Net Change CAGPositive Net Change ADBENegative Net Change

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Q2 Earnings Season to Provide Coronavirus Earnings Clarity

The negative revisions trend has eased in recent weeks, which can be interpreted as reflecting the effects of the economy's reopening...

ORCLNegative Net Change NKENegative Net Change JPMPositive Net Change DRIPositive Net Change COSTNegative Net Change ADBENegative Net Change ACNPositive Net Change

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5 Charts that Tell the Coronavirus Corporate Earnings Story

We will let the following 5 charts tell how the aggregate corporate earnings story has unfolded in the wake of the Covid-19 pandemic...

ORCLNegative Net Change LENPositive Net Change KMXPositive Net Change JPMPositive Net Change COSTNegative Net Change AZOPositive Net Change ADBENegative Net Change

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Three Reasons Why the Coronavirus Economic Recovery will be Quick

All indicators suggest that this recession will be unlike any we have experienced in the past, with a sharp downturn in economic activities and employment, followed by a reasonably quick recovery...

NFLXPositive Net Change GPSPositive Net Change GOOGLNegative Net Change FBNo Net Change CPBPositive Net Change AVGONegative Net Change AMZNPositive Net Change

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Looking Ahead to a Coronavirus-Damaged Q2 Earnings Season

In the pre-Covid world, the expectation was for earnings growth to resume in 2020 and continue into next year. But then the pandemic arrived and those expectations adjusted...

DGPositive Net Change CRMPositive Net Change COSTNegative Net Change AZOPositive Net Change

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Previewing the Retail Sector's First Coronavirus Earnings Season

The Retail space has been hit hard by the pandemic-related lockdowns. But not all of them belong on the 'victims' list...

WMTPositive Net Change TJXPositive Net Change TGTPositive Net Change NVDAPositive Net Change MNegative Net Change KSSPositive Net Change HDPositive Net Change EXPEPositive Net Change DENegative Net Change BABANegative Net Change AMZNPositive Net Change

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Is Wall Street Oblivious of Main Street Pain?

Total earnings or aggregate net income for these 434 S&P 500 index members that have reported already are down -10.6% from the same period last year on +1.1% higher revenues...

UAAPositive Net Change NFLXPositive Net Change NCLHPositive Net Change CSCOPositive Net Change AMZNPositive Net Change AMATNegative Net Change

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Tech Sector Shows its Earnings Power

Total Q1 earnings for these Tech companies that have reported are up +6.2% from the same period last year on +4.5% higher revenues...

UBERNegative Net Change PTONPositive Net Change MSFTNegative Net Change LYVPositive Net Change GRUBPositive Net Change GOOGLNegative Net Change GMPositive Net Change DISPositive Net Change ATVINegative Net Change AMZNPositive Net Change

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Previewing Tech Sector Earnings

The focus will be on the Technology leaders like Apple (AAPL), Alphabet (GOOGL), Microsoft (MSFT), Facebook (FB), Amazon (AMZN) and others that are coming out with results this week...

MSFTNegative Net Change INTCPositive Net Change GOOGLNegative Net Change FBNo Net Change AMZNPositive Net Change AAPLNegative Net Change

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Is the Market Ahead of Itself?

The numbers will get bad in the current period (2020 Q2), really bad, before they start getting better...

NFLXPositive Net Change LUVPositive Net Change INTCPositive Net Change IBMNegative Net Change

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What to Expect from Big Bank Earnings Amid the Coronavirus?

The S&P 500 index is now down -14% this year through Thursday, April 9, while the Major Banks industry is still down more than -37%. This underperformance is not surprising, given the group's exposure to a sharp economic downturn...

WFCNo Net Change SLBPositive Net Change NKENegative Net Change KSUPositive Net Change JPMPositive Net Change JNJNegative Net Change FDXPositive Net Change COSTNegative Net Change CNegative Net Change BACNegative Net Change ABTPositive Net Change

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Corporate Earnings & the Coronavirus Pandemic

Calculating the coronavirus pandemic's earnings impact is no simple matter. At a minimum, we need to know how long will the pandemic last, without which it is impossible to know when 'normalcy' will return to our lives and businesses will reopen...

WFCNo Net Change NKENegative Net Change JPMPositive Net Change FDXPositive Net Change COSTNegative Net Change

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Has the Market Bottomed Already?

We will discuss below whether the market has bottomed already or not, but this week's record-setting rebound has reemphasized the importance of staying invested to participate in rallies...

WFCNo Net Change STZNegative Net Change NKENegative Net Change JPMPositive Net Change

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The Market's Worst Days are Behind Us

With the S&P 500 index historically losing about a third of its value in response to recessions, it is reasonable to expect that the bulk of the pullback is behind us at this stage...

WFCNo Net Change NKENegative Net Change MUNegative Net Change JPMPositive Net Change FDXPositive Net Change CTASPositive Net Change COSTNegative Net Change ADBENegative Net Change

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Previewing the 2020 Q1 Earnings Season

From our standpoint, the 2020 Q1 earnings season has actually gotten underway already. And we have another 8 S&P 500 members with fiscal quarters ending in February on deck to report such 2020 Q1 results this week...

WFCNo Net Change ORCLNegative Net Change NKENegative Net Change JPMPositive Net Change FDXPositive Net Change COSTNegative Net Change AZOPositive Net Change ADBENegative Net Change

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Spotlight on Retail Sector Earnings

The Q4 earnings season has effectively come to an end for most of the major sectors, with the Retail sector as the only one that has a significant number of reports still to come...

TJXPositive Net Change SBUXPositive Net Change NVDAPositive Net Change MNegative Net Change JCPPositive Net Change HDPositive Net Change BBYPositive Net Change AAPLNegative Net Change

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Key Takeaways from the Q4 Earnings Season

With more than three quarters of Q4 results already in, we can confidently say that overall earnings picture continues to improve. Here are the key takeaways from the Q4 earnings season...

WMTPositive Net Change SBUXPositive Net Change RCLPositive Net Change NVDAPositive Net Change NCLHPositive Net Change EXPPositive Net Change DISPositive Net Change DENegative Net Change

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3 Things to Know About the Q4 Earnings Season

We can say with a fair amount of confidence that the Q4 earnings season has turned out to be a good one. We share below the three main takeaways from the results thus far...

TRIPNo Net Change SBUXPositive Net Change PEPPositive Net Change NVDAPositive Net Change EXPEPositive Net Change DISPositive Net Change CSCOPositive Net Change AMATNegative Net Change

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Impressive Tech Sector Earnings

Earnings growth was negative for the vital Tech sector in the first three quarters of 2019 and Q4 earnings season was expected to give us another decline. But that's not how this earnings season has unfolded for Tech...

TWTRPositive Net Change SPOTNegative Net Change QCOMNegative Net Change MSFTNegative Net Change INTCPositive Net Change GOOGLNegative Net Change AAPLNegative Net Change

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Previewing Tech Sector Earnings

We have had a good run this earnings season thus far, with decent momentum on the revenues side and an above-average proportion of companies beating top-line estimates.

MSFTNegative Net Change INTCPositive Net Change FBNo Net Change AMZNPositive Net Change AMDNegative Net Change AAPLNegative Net Change

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Q4 Earnings Season Showing Revenue Momentum

We are starting to see clear signs of momentum on the revenue side in the Q4 results that we have seen already. This could very well be a head fake and a reflection of our desire to look for 'green shoots' in the earnings landscape...

PGPositive Net Change NFLXPositive Net Change JNJNegative Net Change INTCPositive Net Change

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Can Earnings Reports Push Bank Stocks Even Higher?

The Zacks Major Banks industry has outperformed the broader market over the last year. So will earnings push Bank Stocks, like JPMorgan (JPM) and Bank of America (BAC), even higher?

WFCNo Net Change NKENegative Net Change JPMPositive Net Change GMPositive Net Change FDXPositive Net Change CNegative Net Change BACNegative Net Change

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Q4 Earnings Season Preview

By the time JPMorgan (JPM), Wells Fargo (WFC) and Citigroup (C) come out with their December-quarter results January 14th, we will have seen Q4 results from 20 S&P 500 members already.

WFCNo Net Change STZNegative Net Change LENPositive Net Change JPMPositive Net Change CNegative Net Change

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Previewing the Q4 2019 Earnings Season

The December-quarter reporting season will not take the spotlight till we get into the New Year and the big banks start reporting results in mid-January. But the reporting season will actually get underway this week...

ORCLNegative Net Change JPMPositive Net Change COSTNegative Net Change AZOPositive Net Change ADBENegative Net Change