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Earnings Preview: Archive

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 TGTNegative Net Change WMTPositive Net Change

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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.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change METAPositive Net Change

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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 METAPositive Net Change

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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 JPMPositive Net Change MSPositive Net Change

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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 JPMPositive Net Change MSPositive Net Change

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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 FDXNegative Net Change LULUNegative Net Change

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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 COSTNegative Net Change ADBENegative Net Change FDXNegative Net Change

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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 COSTNegative Net Change ADBENegative Net Change AZONegative Net Change

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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 TGTNegative Net Change BBYPositive Net Change COSTNegative 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 CRMNegative Net Change TJXNegative Net Change LOWPositive Net Change NVDANegative Net Change HDPositive Net Change