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Earnings Outlook: Archive

Sheraz Mian

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

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The Earnings Impact of the New Tariff Regime

We try to size up the impact of higher tariffs on S&P 500 earnings and what sectors are most exposed.

TGTNegative Net Change WMTPositive Net Change BBYNegative Net Change

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Analyzing Retail Earnings in a High-Tariff Economy

Several big-box retail operators have recently reported quarterly results, though headlines about tariffs have been stealing the thunder. What should investors know?

TGTNegative Net Change BBYNegative Net Change

Sheraz Mian

Retail Earnings: An In-Depth Analysis

Walmart shares were down following its release as market participants were disappointed with its guidance, but how have other sector members fared?

AMZNPositive Net Change LOWPositive Net Change HDNo Net Change

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Retail Earnings: A Closer Look

The Q4 reporting focus shifts to the Retail sector in the days ahead as the brick-and-mortar operators, including Walmart, start coming out with quarterly results.

AMZNPositive Net Change TGTNegative Net Change WMTPositive Net Change

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Are Investors Too Focused on Company Fundamentals?

We discuss whether market participants are missing the big picture in focusing too much on earnings releases.

AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

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Breaking Down the Current Earnings Outlook

We can safely say that it has been a good reporting cycle, with the growth pace showing a notable accelerating trend and companies comfortably beating consensus estimates. But what about the coming periods?

KONegative Net Change PEPNegative Net Change CVSNegative Net Change

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Mag 7 Members Report Strong Earnings, Double Down on CapEx

Alphabet became the latest member of the Mag 7 club to stick to its ever-rising spending on building out its artificial intelligence infrastructure. Will the investments pay off?

MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Sheraz Mian

Broad-Based Sector Growth Expected for 2025

2025 is expected to have all 16 Zacks sectors enjoy earnings growth, with eight expected to produce double-digit growth. But what else should investors know?

RCLNegative Net Change DHRNegative Net Change

Sheraz Mian

Earnings Results & the Trump Administration

We discuss the ongoing Q4 earnings season and whether earnings releases may take the back seat to the new administration's daily announcements.

JPMPositive Net Change QQQPositive Net Change SPYPositive Net Change

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Earnings Picture Remains Strong: A Closer Look

The picture emerging from the 2024 Q4 earnings season is one of strength and improving outlook, with the companies not only coming ahead of estimates but also providing reassuring guidance for the coming quarters.

JNJNegative Net Change NFLXPositive Net Change

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Q4 Earnings Season Kicks Off Strong

We are off to a solid start to the 2024 Q4 earnings season, with the big banks not only coming ahead of estimates but also providing reassuring guidance for the coming quarters.

GSPositive Net Change WFCNegative Net Change JPMPositive Net Change CPositive Net Change

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Broad-Based Growth Expected in 2025

The number of sectors enjoying strong growth is expected to expand notably from the narrow base we have been seeing lately, undoubtedly a positive development. But what else should investors know?

NVDANegative Net Change METAPositive Net Change

Sheraz Mian

Earnings Growth Expected to Broaden Beyond Tech

The current expectation is for double-digit earnings growth in each of the next two years, with the number of sectors enjoying strong growth notably expanding from the narrow base we have been seeing lately.

NVDANegative Net Change METAPositive Net Change

Sheraz Mian

Looking Ahead to the Q4 Earnings Season

For 2024 Q4, total S&P 500 earnings are expected to be up +7.5% on +4.7% higher revenues, continuing the recent growth streak. But what else should investors look out for during the period?

TGTNegative Net Change WMTPositive Net Change

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Walmart & Target: A Closer Look at Retail Earnings

Target disappointed once again in its quarterly release, with the company not only missing estimates but also guiding lower. This is in sharp contrast to what we saw in Walmart's beat-and-raise quarterly report.

TGTNegative Net Change WMTPositive Net Change

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What will the Coming Retail Earnings Reports Show?

We discuss what the coming Retail earnings reports will tell us about consumer spending trends.

TGTNegative Net Change WMTPositive Net Change GOOGLPositive Net Change METAPositive Net Change

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Looking Ahead to Retail Sector Earnings

Home Depot became the first major conventional retailer to come out with Q3 results, helping kick off a busy period for the Retail sector overall. But what can investors expect from the rest?

TGTNegative Net Change WMTPositive Net Change LOWPositive Net Change HDNo Net Change

Sheraz Mian

Breaking Down the Q3 Earnings Season Scorecard

Total Q3 earnings for the S&P 500 members that have reported results are up +6.9% on +5.2% higher revenues. Can the positivity continue?

NVDANegative Net Change

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Tech Flexes Earnings Power: A Closer Look

The market loved the Tesla report last week and had a similar reaction to the Alphabet release, which have both helped kick off the reporting cycle for the Mag 7 group.

MSFTPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change

Sheraz Mian

Mag 7 Earnings Loom: What Can Investors Expect?

Without the Mag 7's substantial earnings contribution, Q3 earnings for the remaining S&P 500 index would be modestly in negative territory. Next week, several will reveal their results.

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change

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Making Sense of the Early Q3 Earnings Results

This episode takes a look at the mixed results seen early on this earnings season from the banks to home-builders.

NFLXPositive Net Change KBHNegative Net Change LENNegative Net Change

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Earnings Results Provide Reassuring Economic View

We are off to a positive start in the Q3 earnings season, with results not only beating estimates but also providing a reassuring read on underlying economic trends. Will the rest of the period stack up the same?

BACPositive Net Change JPMPositive Net Change

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A Detailed Analysis of Q3 Earnings Expectations

The Q3 earnings season will really get going with the big banks coming out with their results. But what can investors expect beyond?

NKEPositive Net Change PEPNegative Net Change FDXNegative Net Change

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Earnings Growth Set to Accelerate

The year-over-year growth pace in aggregate earnings is expected to accelerate over the next four periods, with the absolute dollar level of quarterly earnings expected to reach new all-time records in each quarter as well.

BACPositive Net Change WFCNegative Net Change JPMPositive Net Change