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Earnings Preview: Archive

Sheraz Mian

Making Sense of Retail Earnings

The picture emerging out of the Q3 earnings season for the traditional brick-and-mortar retailers is at best mixed. Here's what we learned...

WMTPositive Net Change TGTPositive Net Change MNegative Net Change KSSPositive Net Change HDPositive Net Change

Sheraz Mian

What Ails Macy's (M) and the Other Department Store Stocks?

Not all retailers have been able to capitalize on this favorable consumer spending environment. The stock market performance of traditional retailers like Macy's (M) shows this divergence in stark terms...

WMTPositive Net Change TGTPositive Net Change MNegative Net Change KSSPositive Net Change HDPositive Net Change GPSPositive Net Change DGPositive Net Change

Sheraz Mian

Were Q3 Earnings Estimates Too Low?

The popular narrative about the Q3 earnings season is that the actual results look better only relative to the very low levels to which estimates had fallen. But is this true?

WMTPositive Net Change URIPositive Net Change TXNNegative Net Change NVDAPositive Net Change KSUPositive Net Change HASNegative Net Change FASTPositive Net Change FPositive Net Change DOVPositive Net Change CSCOPositive Net Change

Sheraz Mian

A Reassuring Q3 Earnings Picture

With results from more than 70% of S&P 500 members already out, we have a representative enough sample to judge the Q3 earnings season...

URIPositive Net Change TXNNegative Net Change KSUPositive Net Change HASNegative Net Change FASTPositive Net Change FPositive Net Change DOVPositive Net Change

Sheraz Mian

Making Sense of Q3 Earnings Season

With results from almost 40% of S&P 500 members already out, we have a representative enough sample to judge the Q3 earnings season...

XOMPositive Net Change URIPositive Net Change TXNNegative Net Change KSUPositive Net Change HASNegative Net Change GOOGLNegative Net Change FASTPositive Net Change FPositive Net Change DOVPositive Net Change AAPLNegative Net Change

Sheraz Mian

Are Q3 2019 Earnings Results Really That Good?

With results from almost 15% of S&P 500 members already out, we have a fairly representative sample to judge the Q3 earnings season. The market appears to like the results. But are the results really are that good?

URIPositive Net Change TWTRPositive Net Change MSFTNegative Net Change MMMPositive Net Change KSUPositive Net Change GOOGLNegative Net Change FASTPositive Net Change DOVPositive Net Change CATNegative Net Change BANegative Net Change AMZNPositive Net Change AAPLNegative Net Change

Sheraz Mian

What to Expect from Q3 Earnings Season with Big Banks Set to Report?

For Q3 as a whole, total earnings for the index are expected to decline -5% from the same period last year on +4.2% higher revenues, with 11 of the 16 Zacks sectors expected to have lower earnings compared to the year-earlier period...

WFCNo Net Change SLBPositive Net Change PNCPositive Net Change NFLXPositive Net Change MUNegative Net Change JPMPositive Net Change JNJNegative Net Change IBMNegative Net Change GSNegative Net Change BACNegative Net Change AAPLNegative Net Change

Sheraz Mian

Big Bank Earnings Preview and Early Q3 2019 Results

Estimates have been steadily coming down for banks, with JPMorgan's Q3 EPS estimate of $2.42 down from $2.50 three months back. We see a similar trend for full-year 2019 and 2020 estimates for JPMorgan and most of its peers...

WFCNo Net Change MUNegative Net Change JPMPositive Net Change CNegative Net Change AAPLNegative Net Change

Sheraz Mian

Weak Start to the Q3 2019 Earnings Season

It is premature to draw any firm conclusions from the Q3 2019 results that have come out already, but we are off to a weak start, particularly on the revenues front...

PEPPositive Net Change MUNegative Net Change LENPositive Net Change JPMPositive Net Change COSTNegative Net Change AAPLNegative Net Change

Sheraz Mian

The Q3 2019 Earnings Season Gets Underway

By the time JPMorgan (JPM) reports on October 15, we will have seen such Q3 results from almost two dozen S&P 500 members...

NKENegative Net Change MUNegative Net Change JPMPositive Net Change CAGPositive Net Change AAPLNegative Net Change

Sheraz Mian

Looking Ahead to the Q3 2019 Earnings Season

The fact is that by the time JPMorgan (JPM) reports September-quarter results on October 15th, we will have seen Q3 results from almost two dozen S&P 500 members already...

ORCLNegative Net Change JPMPositive Net Change GISPositive Net Change FDXPositive Net Change DRIPositive Net Change ADBENegative Net Change AAPLNegative Net Change

Sheraz Mian

Retail Earnings in Focus

This upcoming week is the last major reporting week of the Q2 earnings season, with more than 120 companies coming out with results.

WMTPositive Net Change TGTPositive Net Change MNegative Net Change KSSPositive Net Change AMZNPositive Net Change

Sheraz Mian

Making Sense of This Market

Treasury bond yields have become an excellent proxy for watching the interplay of all the current economic worries in real time. And the relationship has been fairly straight forward. But there is much more investors need to know...

WMTPositive Net Change NVDAPositive Net Change MNegative Net Change JPMPositive Net Change CSXPositive Net Change CATNegative Net Change AMATNegative Net Change

Sheraz Mian

The Earnings Picture is Good Enough

The overall picture emerging from the Q2 earnings season is good enough; not great, but not bad either...

PGPositive Net Change KOPositive Net Change KPositive Net Change

Sheraz Mian

A Reassuring Earnings Picture

The Technology sector has helped stabilize the aggregate earnings growth picture, with Q2 no longer expected to be in negative territory. The picture beyond the Technology space has been decent enough as well...

XOMPositive Net Change SPOTNegative Net Change GEPositive Net Change AAPLNegative Net Change

Sheraz Mian

3 Takeaways from Q2 Earnings Results Thus Far

It is hard to draw any firm conclusions from the June-quarter earnings results that we have seen already. But we do find the absence of major negative surprises at this stage as reassuring and generally favorable.

MMMPositive Net Change FBNo Net Change CATNegative Net Change BANegative Net Change AMZNPositive Net Change

Sheraz Mian

What to Expect from Bank Earnings?

Bank stocks have done reasonably well lately, contrary to general perception of the group as a laggard and victim of the dovish Fed outlook. But what should investors expect from the big banks in the second quarter?

WFCNo Net Change SLBPositive Net Change NFLXPositive Net Change MSFTNegative Net Change JPMPositive Net Change CNegative Net Change

Sheraz Mian

Handicapping the Q2 2019 Earnings Season

For Q2, total earnings for the S&P 500 index will decline -2.9% from the same period last year on +4.3% higher revenues...

NKENegative Net Change MUNegative Net Change JPMPositive Net Change AVGONegative Net Change AAPLNegative Net Change

Sheraz Mian

Q2 Earnings Season Preview

We have Q2 results from 8 S&P 500 members to this point and another 12 index members are on deck to report results this week.

NKENegative Net Change MUNegative Net Change FDXPositive Net Change AMATNegative Net Change

Sheraz Mian

Looking Ahead to the Q2 2019 Earnings Season

The fact is that by the time the big banks come around to report June-quarter results on July 14, we will have seen Q2 results from almost two dozen S&P 500 members already.

ORCLNegative Net Change COSTNegative Net Change AZOPositive Net Change AVGONegative Net Change ADBENegative Net Change AAPLNegative Net Change

Sheraz Mian

Previewing Department Store Stock Q1 Earnings

The earnings focus lately has been on the Retail sector and this week's reporting docket keeps the spotlight firmly on the space.

WMTPositive Net Change TJXPositive Net Change TGTPositive Net Change MCDPositive Net Change MNegative Net Change LOWPositive Net Change KSSPositive Net Change JCPPositive Net Change HDPositive Net Change AMZNPositive Net Change

Sheraz Mian

What is Weighing on Macy's (M) & other Department Store Stocks?

The earnings focus shifts to the Retail sector this week as traditional brick-and-mortar retailers come out with their quarterly results. Most of these stocks have struggled this year, with Macy's (M) underperformance particularly notable.

WMTPositive Net Change NVDAPositive Net Change MNegative Net Change DENegative Net Change CSCOPositive Net Change BABANegative Net Change

Sheraz Mian

Three Takeaways from the Q1 Earnings Season

With results from more than 77% of S&P 500 members already out and another 60 on deck to report this week, the bulk of the reporting cycle is now behind us.

VIANo Net Change TRIPNo Net Change FOXPositive Net Change DISPositive Net Change BKNGPositive Net Change

Sheraz Mian

Positive EPS Beats 2nd Highest in 5 Years

Of the 230 S&P members that reported Q1 results through Friday, April 26th, 79.1% have beaten EPS estimates and 58.7% have beaten revenue estimates.

GOOGLNegative Net Change GMPositive Net Change GEPositive Net Change DWDPPositive Net Change AAPLNegative Net Change

Sheraz Mian

3 Trends Emerging from the Q1 Earnings Season

The growth challenge expected this season is very real, but its not the gloom and doom that many had feared.

TWTRPositive Net Change TSLANegative Net Change SNAPPositive Net Change MSFTNegative Net Change MMMPositive Net Change IPPositive Net Change FBNo Net Change CATNegative Net Change AMZNPositive Net Change