Back to top

Earnings Outlook: Archive

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 CNegative 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 CNegative Net Change QQQNegative Net Change SPYNegative Net Change

Sheraz Mian

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.

AAPLNegative Net Change NVDANegative Net Change TSLANegative Net Change

Sheraz Mian

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 NVDANegative Net Change

Sheraz Mian

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

Sheraz Mian

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

Sheraz Mian

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?

FNegative Net Change GMNegative Net Change TSLANegative Net Change

Sheraz Mian

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.

WFCNegative Net Change JPMPositive Net Change CNegative Net Change AXPPositive Net Change

Sheraz Mian

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?

WFCNegative Net Change JPMPositive Net Change CNegative Net Change AXPPositive Net Change

Sheraz Mian

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 CNegative Net Change SPYNegative Net Change