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Earnings Outlook: Archive

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Can Strong Earnings Justify High Stock Valuations?

With the 2025 Q4 earnings season about to begin, we discuss how critical the overall earnings picture is to the stock market.

JPMPositive Net Change CPositive Net Change QQQPositive Net Change SPYPositive Net Change

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Broad-Based Earnings Growth Expected in 2026

All 16 Zacks sectors are currently expected to enjoy positive earnings growth in 2026, reflecting the first such instance since 2018.

AAPLPositive Net Change NVDAPositive Net Change TSLAPositive Net Change

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Q4 Earnings: Tech Expected to Remain Growth Driver

For Q4, Tech sector earnings are expected to be up +13% from the same period last year on +15.8% higher revenues, reflecting the 10th consecutive quarter of double-digit earnings growth.

MSFTPositive Net Change NVDAPositive Net Change

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Q3 Earnings Season: Retail Sector in Focus

A couple of trends stand out in the Retail sector's Q3 earnings season performance thus far. For starters, the group's top-line performance is solid, both in terms of growth rates and beat percentages. What else should investors know?

AMZNPositive Net Change TGTPositive Net Change HDNegative Net Change

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Q3 Earnings Season: Tech Sector Remains Growth Driver

Only NVIDIA remains of the beloved Magnificent 7 group to report, with its results expected later in the month. So far, tech has maintained its growth-driver status throughout the Q3 cycle.

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

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Positive Picture Emerging from Q3 Earnings Season

The Q3 earnings and revenue growth pace for S&P 500 members that have reported represent an acceleration relative to what we saw from this same group of companies in recent quarters. Can the momentum continue?

FPositive Net Change GMPositive Net Change TSLAPositive Net Change

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Finance Sector Provides Flying Start to Q3 Earnings Season

American Express was the latest Finance player to beat Q3 expectations, offering positive, reassuring commentary on consumer health and the economy. These results echoed the same sentiment that we heard from the big banks.

WFCPositive Net Change JPMPositive Net Change CPositive Net Change AXPPositive Net Change

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Q3 Earnings Season Starts Positively: A Closer Look

The Q3 earnings and revenue growth pace for the index members that have reported represents a notable improvement over what we saw from this same group of companies in the first half of the year. Will it sustain?

WFCPositive Net Change JPMPositive Net Change CPositive Net Change AXPPositive Net Change

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Will the Q3 Earnings Season Prove Positive for the Market?

We discuss results from the big banks and evaluate what to expect from the coming quarterly reports.

JPMPositive Net Change CPositive Net Change SPYPositive Net Change

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The Q3 Earnings Season Gets Underway: A Closer Look

The Q3 earnings season picks up notable pace with the release of the big banks' results next week, but we've already heard from several S&P 500 members that we count in our Q3 tally. How are things looking so far?

WFCPositive Net Change JPMPositive Net Change CPositive Net Change