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Earnings Outlook: Archive

Sheraz Mian

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?

DALNegative Net Change UALPositive Net Change

Sheraz Mian

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.

DALNegative Net Change WMTPositive Net Change

Sheraz Mian

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.

AMZNPositive Net Change AAPLNegative Net Change MSFTPositive Net Change NVDANegative Net Change TSLANegative Net Change GOOGLNegative Net Change METAPositive Net Change

Sheraz Mian

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?

AMZNPositive Net Change AAPLNegative Net Change MSFTPositive Net Change NVDANegative Net Change TSLANegative Net Change GOOGLNegative Net Change METAPositive Net Change

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 COSTPositive Net Change ADBEPositive Net Change

Sheraz Mian

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.

TGTPositive Net Change WMTPositive Net Change BBYPositive Net Change

Sheraz Mian

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?

TGTPositive Net Change BBYPositive 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 LOWNegative Net Change HDNegative Net Change

Sheraz Mian

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 TGTPositive Net Change WMTPositive Net Change

Sheraz Mian

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 GOOGLNegative Net Change