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Earnings Outlook: Archive

Sheraz Mian

Analyzing The Q4 Earnings Season Scorecard

In terms of the market's positive reaction to Q4 results, three sectors - Industrial Products, Energy, and Utilities - clearly stand out. But how are things shaping up for the rest?

EMRNegative Net Change FASTPositive Net Change GNRCPositive Net Change

Sheraz Mian

Why Have Tech Stocks Lost Their Mojo?

We discuss to what extent the recent loss of momentum in Tech stocks is tied to their Q4 earnings results.

AMZNPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Sheraz Mian

Analyzing the Evolving Earnings Picture: What Should Investors Know?

The aggregate revisions trend for 2026 is positive, as had consistently been the case in 2025 as well. Unsurprisingly, Tech is expected to remain a key driver of aggregate earnings growth.

ACNPositive Net Change ADBENegative Net Change ITNegative Net Change

Sheraz Mian

Earnings Outlook Improves: A Closer Look

Earnings estimates are not only increasing for the Tech sector, but also for some of the economically sensitive areas like the Basic Materials and Industrials sectors. Will the picture remain bright?

ACNPositive Net Change ADBENegative Net Change ITNegative Net Change

Sheraz Mian

The Earnings Impact of Tariffs

We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture.

PGPositive Net Change MMMPositive Net Change MKCPositive Net Change

Sheraz Mian

Taking Stock of the Q4 Earnings Season

The Q4 earnings and revenue growth pace at this stage from the companies that have reported represent a clear acceleration from what we had seen from this same group in recent periods, though positive beats are less numerous this cycle.

MSFTNegative Net Change TSLAPositive Net Change METAPositive Net Change

Sheraz Mian

Earnings Estimates Keep Increasing: A Closer Look

The Q4 earnings season is off to a solid start, with the growth pace accelerating and most management teams painting a stable-to-positive outlook for their businesses.

BACPositive Net Change JPMPositive Net Change CPositive Net Change

Sheraz Mian

What Are the Tailwinds for Bank Stocks?

We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks.

BACPositive Net Change JPMPositive Net Change SPYPositive Net Change

Sheraz Mian

Q4 Earnings Season Gets Off To a Solid Start

The Q4 earnings and revenue growth pace at this stage represents a clear acceleration from what we had seen from this same group of companies in the first three quarters of 2025. But what else should investors know?

BACPositive Net Change JPMPositive Net Change CPositive Net Change

Sheraz Mian

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