Back to top

Earnings Outlook: Archive

Sheraz Mian

Can Earnings Continue to Improve?

We know that the earnings picture remains strong, even though the growth pace is expected to decelerate significantly in Q3 and beyond. What we don't know at this stage is...

TGTNegative Net Change WMTNegative Net Change LOWPositive Net Change HDNegative Net Change

Sheraz Mian

Can Retail Earnings Hold up in the face of the Delta Variant?

We discuss the earnings outlook for the Retail space, particularly in the context of the rising fresh infection rates.

MNegative Net Change WMTNegative Net Change HDNegative Net Change

Sheraz Mian

Strong Retail Sector Earnings

Total earnings for these retailers are up +44.6% from the same period last year on +14.3% higher revenues...

TGTNegative Net Change WMTNegative Net Change LOWPositive Net Change HDNegative Net Change

Patrick Anderson

What Drove the Earnings Strength This Quarter?

We discuss what gave us the impressive results in Q2 and whether those factors will remain in place going forward or not.

QQQPositive Net Change SPYPositive Net Change VTIPositive Net Change

Sheraz Mian

Taking Stock of the Impressive Earnings Picture

With the bulk of the Q2 earnings season now behind us, we can now say with full confidence that the earnings picture has not been this good in a long time.

AMZNNegative Net Change AAPLPositive Net Change MSFTNegative Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

What's Happening on the Earnings Front?

Total S&P 500 earnings are expected to be up +89.7% from the same period last year on +23.5% higher revenues, with the growth rate steadily going up as companies report better-than-expected results...

AMZNNegative Net Change AAPLPositive Net Change MSFTNegative Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

The Tech Sector's Enormous Earnings Power

The big 5 Tech companies-Apple, Microsoft, Alphabet, Amazon and Facebook-are combined expected to earn +79.4% more in Q2 on +35.7% higher revenues relative to the same period last year...

AMZNNegative Net Change AAPLPositive Net Change MSFTNegative Net Change XOMNegative Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

Why is the Market Unimpressed with Strong Earnings Results?

We discuss and make sense of the market's muted reaction to otherwise very strong earnings results.

BACNegative Net Change JPMNegative Net Change COFPositive Net Change AXPPositive Net Change SYFPositive Net Change

Sheraz Mian

All-Around Earnings Strength

The picture emerging from the Q2 earnings season is one of all-around strength, with impressive momentum on the revenue side particularly notable...

XOMNegative Net Change MARNegative Net Change UALPositive Net Change GMPositive Net Change

Sheraz Mian

Strong Start to Q2 Earnings Season

For the 30 S&P 500 members that have reported Q2 results already, total earnings are up +244.3% on +14.2% higher revenues, with 90% beating both EPS and revenue estimates...

XOMNegative Net Change MARNegative Net Change UALPositive Net Change GMPositive Net Change

Sheraz Mian

Q2 Earnings Growth Reflects More Than Easy Comps

Q2 estimates also reflect genuine growth, with total index earnings expected to be up +9.6% from the pre-Covid 2019 Q2 period...

XOMNegative Net Change MARNegative Net Change UALPositive Net Change GMPositive Net Change

Sheraz Mian

Q2 Earnings Season Gets Underway

We expect the final Q2 earnings growth tally to be significantly higher than the current expected +61.1%...

XOMNegative Net Change MARNegative Net Change UALPositive Net Change GMPositive Net Change

Sheraz Mian

Looking Ahead to Q2 FY21 Earnings Season

Q2 estimates reflect genuine growth, with total index earnings expected to be up +8.4% from the pre-Covid 2019 Q2 period...

SPYPositive Net Change

Sheraz Mian

Handicapping the Q2 2021 Earnings Season

Q2 estimates reflect genuine growth, with total index earnings expected to be up +7.8% from the pre-Covid 2019 Q2 period...

JPMNegative Net Change CVXNegative Net Change DOWPositive Net Change GOOGLPositive Net Change

Sheraz Mian

Previewing Q2 Earnings Season

Q2 estimates also reflect genuine growth, with total index earnings expected to be up +7.4% from the pre-Covid 2019 Q2 period...

JPMNegative Net Change CVXNegative Net Change DOWPositive Net Change GOOGLPositive Net Change

Sheraz Mian

Taking Stock of the Earnings Picture

Sheraz and Terry discuss why stocks have enjoyed below-average follow through in the market after coming out with strong Q1 results. We grapple with the question of whether this behavior is indicative of market skepticism about the earnings outlook.

FNegative Net Change PHMPositive Net Change GMPositive Net Change LENPositive Net Change

Sheraz Mian

Strong Retail Sector Earnings

For the 64.7% of the Retail sector companies in the S&P 500 index that have reported Q1 results, total earnings and revenues are up +61.2% and +12.7%, respectively...

JPMNegative Net Change CVXNegative Net Change DOWPositive Net Change GOOGLPositive Net Change

Shuvra Shankar Dey

3 Top Stocks From the Flourishing Consulting Services Industry

With manufacturing and service activities remaining healthy, and the economy gradually recovering, the Zacks Consulting Services industry is poised to prosper. IT, CRAI and FCN are three stocks well placed to ride this demand strength.

FCNPositive Net Change

Sheraz Mian

Earnings Estimates Keep Going Up

Positive revisions to estimates for 2021 Q2 and beyond is the part of the earnings story that stock market investors should find the most reassuring...

JPMNegative Net Change CVXNegative Net Change DOWPositive Net Change GOOGLPositive Net Change

Sheraz Mian

Can Earnings Growth Be Sustained?

The Q1 earnings season turned out to be everything that the market was looking for, and then some.

MSFTNegative Net Change AMZNNegative Net Change AAPLPositive Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

A Positive Earnings Backdrop

The picture emerging from the Q1 earnings season is one of all-around strength and momentum, even though big slices of the economy are still dealing with the pandemic's effects...

MSFTNegative Net Change AMZNNegative Net Change INTCNegative Net Change AAPLPositive Net Change TXNNegative Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

The Tech Sector Money Machine

Total earnings for these Tech companies are up 39.3% from the same period last year on 13.7% higher revenues, with 100% of the companies beating EPS estimates...

MSFTNegative Net Change XOMNegative Net Change AMZNNegative Net Change INTCNegative Net Change AAPLPositive Net Change TXNNegative Net Change NFLXNegative Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

A Very Strong Earnings Picture for Q1 and Beyond

We are off to a strong start to the Q1 earnings season, with growth accelerating and the outlook for the coming periods steadily improving...

JPMNegative Net Change GSPositive Net Change BACNegative Net Change CNegative Net Change MSNegative Net Change WFCPositive Net Change NFLXNegative Net Change

Sheraz Mian

A Positive Start to Q1 Earnings Season

Total earnings for the 26 S&P 500 companies that have reported Q1 results are up +118.5% on +9.4% higher revenues...

JPMNegative Net Change GSPositive Net Change BACNegative Net Change CNegative Net Change MSNegative Net Change WFCPositive Net Change

Sheraz Mian

Breaking Down the Positive Earnings Picture

The overall earnings picture continues to improve, a trend that we strongly feel will accelerate in the Summer months as signs of a sharp economic rebound emerge...

JPMNegative Net Change FNegative Net Change XOMNegative Net Change AAPLPositive Net Change CVXNegative Net Change