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Earnings Outlook: Archive

Sheraz Mian

Looking Ahead to the Q3 Earnings Season

Total Q3 earnings for the S&P 500 index are expected to be up +5% from the same period last year on +6% higher revenues, continuing the recent growth streak nicely. But what else should investors know about the upcoming Q3 cycle?

MSFTPositive Net Change NVDAPositive Net Change

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Breaking Down Q2 Retail Earnings: Good or Bad?

The Retail sector's Q2 performance compares favorably to what we have seen from these S&P 500 companies in other recent periods, particularly on the revenues side. What else should investors know?

AMZNNegative Net Change WMTNegative Net Change HDNegative Net Change

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Analyzing the Q2 Earnings Season Scorecard

The overall earnings picture remains strong and steadily improving, with an above-average proportion of companies beating estimates during the Q2 cycle. Importantly, expectations for the current and upcoming periods have moved higher.

GOOGLPositive Net Change METANegative Net Change

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Do Stocks Have the Fuel To Move Higher?

We discuss whether the Q2 earnings season provides a fundamental rationale for the market's recent gains.

DEPositive Net Change SPYPositive Net Change TPRNegative Net Change

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Earnings Outlook Remains Strong & Improving: A Closer Look

We have been pleasantly surprised by the favorable revisions trend, which validates the market's rebound from the April lows. Expectations for Q3 have moved higher, but what else should investors know?

GOOGLPositive Net Change METANegative Net Change

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Earnings Outlook Steadily Improves: Mag 7 Earnings Loom

An above-average proportion of companies are beating consensus estimates this cycle, with estimates for the current and coming periods also increasing. With Mag 7 earnings on deck, what can investors expect?

NVDAPositive Net Change METANegative Net Change

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Q2 Earnings Results Show an Improving Growth Picture

A positive picture is emerging from the Q2 earnings season, with an above-average proportion of companies beating consensus estimates. With the reporting docket remaining stacked for weeks to come, can the trend persist?

NVDAPositive Net Change METANegative Net Change

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Is the Q2 Earnings Bar Set Too Low?

We discuss the Q2 earnings season and whether expectations may have been too low.

NFLXNegative Net Change DISNegative Net Change SPYPositive Net Change

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Q2 Earnings Season Kicks Off Positively: A Closer Look

The big banks have not only reported better-than-expected Q2 results, but management's commentary on business trends and conditions paints a favorable and reassuring view of the coming quarters

GSPositive Net Change BACNegative Net Change WFCNegative Net Change JPMPositive Net Change MSPositive Net Change CNegative Net Change

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Finance Earnings Outlook Improves: A Closer Look

JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) will kick-start the June-quarter reporting cycle for the Finance sector on July 15th. These banks comfortably passed the Fed's stress tests, opening the way for increased capital returns to shareholders through share buybacks and dividend hikes.

WFCNegative Net Change JPMPositive Net Change CNegative Net Change

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Looking Ahead to Bank Earnings

JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) will kick-start the June-quarter reporting cycle for the Finance sector on July 15th. What can investors expect?

WFCNegative Net Change JPMPositive Net Change CNegative Net Change

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A Closer Look at Q2 Earnings: What Can Investors Expect?

Total S&P 500 earnings for the June quarter are expected to be up +4.9% from the same period last year on +3.9% higher revenues, with three Zacks sectors currently expected to post double-digit earnings growth.

BACNegative Net Change WFCNegative Net Change JPMPositive Net Change

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Earnings Estimates Stabilize: A Closer Look

Q2 earnings for the S&P 500 index are expected to increase by +5.2% from the same period last year on +3.8% higher revenues. Following a recent stabilization in expectations, are any surprises lurking?

ORCLPositive Net Change COSTNegative Net Change AZONegative Net Change

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Analyzing the Current Earnings Outlook

The Q1 reporting cycle is now effectively behind us, with results from less than two dozen S&P 500 members still awaited at this stage.

AMZNNegative Net Change TGTNegative Net Change WMTNegative Net Change MCDNegative Net Change

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A Closer Look at Retail Earnings

Target became the latest big-box retailer to come out with results, which follows results from Walmart, TJX Companies, and others. What should investors know about the broader retail outlook?

TGTNegative Net Change TJXNegative Net Change WMTNegative Net Change

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Making Sense of the Evolving Earnings Picture

While it is not unusual for estimates to be adjusted lower, the magnitude and breadth of the Q2 estimate cuts are greater than we have seen compared to other recent periods.

MSFTPositive Net Change GOOGLPositive Net Change METANegative Net Change

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Making Sense of Earnings Estimates Revisions Trend

While estimates have been under pressure in recent weeks due to the tariff uncertainty, they appear to be starting to stabilize.

NVDAPositive Net Change QQQPositive Net Change SPYPositive Net Change

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Tech Earnings Estimates Increase Again: What's Going On?

It's hard to tell at this stage how durable the reversal in the Tech sector's estimates will prove to be, but it still remains a favorable development. Will they keep increasing?

MSFTPositive Net Change GOOGLPositive Net Change METANegative Net Change

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Earnings Expectations Shift Lower: A Closer Look

Uncertainty about the overall macroeconomic picture continues to be a significant drag on the earnings outlook as a whole, prompting analysts to cut their estimates for the current and coming periods.

UALPositive Net Change MMMPositive Net Change AOSPositive Net Change

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Tech Estimates Come Under Pressure: What to Know

Macroeconomic uncertainty continues to be a significant drag on the earnings outlook as a whole, prompting analysts to cut their estimates for the current and coming periods.

UALPositive Net Change MMMPositive Net Change

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A Tentative Start to the Q1 Earnings Season

There were no major surprises in the big bank results, with all the major players beating estimates while providing a cautious view of the macro backdrop. But how is the recent uncertainty affecting the earnings picture?

DALPositive Net Change UALPositive Net Change

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Guidance to be Key Factor This Earnings Season

The Q1 earnings season will be less about what companies earned in the first quarter of 2025 and more about sizing up the earnings impact of the emerging tariff and macroeconomic backdrop.

DALPositive Net Change WMTNegative Net Change

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Looking Ahead to the Q1 Earnings Season

Total 2025 Q1 earnings for the S&P 500 index are expected to be up +5.9% from the same period last year on +3.9% higher revenues, continuing the recent growth pace nicely. Next week, we'll hear from the big banks.

AMZNNegative Net Change AAPLNegative Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METANegative Net Change

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Breaking Down the Mag 7 Earnings Outlook

The Magnificent 7 stocks have lost ground lately, with the DeepSeek breakthrough putting a spotlight on the group's ever-rising capital outlays. But what can investors expect in their Q1 results?

AMZNNegative Net Change AAPLNegative Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METANegative Net Change

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A Closer Look at Earnings Expectations for Q1 & Full-Year 2025

The March-quarter earnings season will really get underway once the big banks start reporting results, though we've already seen quarterly results from a few companies, including Adobe and Oracle.

ORCLPositive Net Change COSTNegative Net Change ADBENegative Net Change