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For Q3, S&P 500 earnings are currently expected to decline by -1.5% from the same period last year on +0.7% higher revenues. However, on an ex-Energy basis, earnings growth in Q3 would actually be positive.
Unsurprisingly, the Fed's extraordinary tightening cycle has been impacting the earnings picture for construction and housing. Where do we go from here?
Higher interest rates and mortgage rates are undoubtedly a headwind for the market. Still, many stocks will thrive even in a high-rate environment if the reason for higher rates is economic growth and positive momentum.
One recurring theme in the Q2 earnings season has been the continued resilience and stability of the U.S. consumer. We heard this from the banks, the leisure and hospitality players, and consumer-facing digital operators. Will retail say the same?
A notable feature of the Q2 earnings season has been the absence of widespread negative guidance that a section of the market has persistently been afraid of.
An important part of Tech's improved earnings outlook over the last few months has been a function of more effective cost controls that have helped stabilize margins. But how will the market react?
There was plenty to like from the banks, with the resilient economy helping keep credit demand positive and higher interest rates allowing them to charge more for those loans.
The June quarter earnings reporting cycle will start grabbing the market's attention this week, with JPMorgan and other big banks coming out with their Q2 results.
This elite group of 7 mega-cap companies currently accounts for 27.5% of the S&P 500 index's total market capitalization and is expected to bring in 16.2% of the index's total earnings this year.
While 2023 Q2 estimates have come down, the magnitude of negative revisions compares favorably to what we saw in the comparable periods of previous quarters.
The analysts covering Nvidia (NVDA) are struggling to come up with superlatives to describe the chipmaker's blockbuster quarterly results. Can the AI momentum sustain?
It is no surprise that the combined weight of elevated inflation, rising interest rates, and uncertainty about the economy has forced consumers to change their spending behavior.
There is undoubtedly stress at the lower end of income distribution. Given this development, one can intuitively project moderation in consumer spending as the economy further slows down under the weight of tighter monetary conditions.
Tech stocks have been standout performers in the market this year, with a combination of favorable developments on the macro front driving momentum. Can the outperformance continue?
There was plenty to like in these quarterly results, with higher interest rates helping these big players expand their margins while demand for loans remained strong, helping loan portfolios grow.
The Zacks Finance sector, which includes all the banks, is expected to achieve +2.2% higher earnings in 2023 Q1 on +7% higher revenues. Given these expectations, where do banks go from here?
Banks are making headlines for all the wrong reasons in the wake of what appeared to be idiosyncratic issues at the Silicon Valley Bank. Where do we go from here?
The 2022 Q4 earnings reports displayed that contrary to fears of an impending earnings cliff, companies were largely able to protect their bottom lines. Can they do the same in 2023 Q1?
It is no surprise that the combined weight of elevated inflation, rising interest rates and uncertainty about the economy have forced consumers to change their spending behavior.
Walmart is expected to report essentially flat earnings on +4.4% higher revenues in its quarterly report before the market opens on Tuesday, February 21st. Let's look at the entire retail sector to see what else to expect...
With the bulk of the Q4 earnings season behind us, we can now say confidently that the overall picture that emerged from this reporting cycle is good enough; not great, but not bad either...
Earnings Preview: Archive
Handicapping Q3 Earnings: What to Expect
by Sheraz Mian
For Q3, S&P 500 earnings are currently expected to decline by -1.5% from the same period last year on +0.7% higher revenues. However, on an ex-Energy basis, earnings growth in Q3 would actually be positive.
KRPositive Net Change AINegative Net Change DOCUNegative Net Change
earnings retail
Breaking Down the Construction & Housing Earnings Picture
by Sheraz Mian
Unsurprisingly, the Fed's extraordinary tightening cycle has been impacting the earnings picture for construction and housing. Where do we go from here?
PWRNegative Net Change LENPositive Net Change
construction earnings home-builder
Why Are Stocks Moving Lower?
by Sheraz Mian
Higher interest rates and mortgage rates are undoubtedly a headwind for the market. Still, many stocks will thrive even in a high-rate environment if the reason for higher rates is economic growth and positive momentum.
AMZNPositive Net Change LOWNegative Net Change NVDANegative Net Change ULTANegative Net Change
earnings
Retail Earnings Looming: What to Expect
by Sheraz Mian
One recurring theme in the Q2 earnings season has been the continued resilience and stability of the U.S. consumer. We heard this from the banks, the leisure and hospitality players, and consumer-facing digital operators. Will retail say the same?
TGTPositive Net Change WMTPositive Net Change
earnings retail
Technology Sector Market Gains Are Driven by Fundamentals
by Sheraz Mian
A notable feature of the Q2 earnings season has been the absence of widespread negative guidance that a section of the market has persistently been afraid of.
NVDANegative Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Green Shoots Emerging From the Earnings Landscape
by Sheraz Mian
With a little over half of June-quarter results already out, we can confidently call the overall earnings picture reassuringly stable and resilient.
AMZNPositive Net Change AAPLPositive Net Change SBUXNegative Net Change UBERNegative Net Change
earnings
Will Big Tech Earnings Keep the Rally Going?
by Sheraz Mian
An important part of Tech's improved earnings outlook over the last few months has been a function of more effective cost controls that have helped stabilize margins. But how will the market react?
MSFTNegative Net Change NVDANegative Net Change GOOGLPositive Net Change SNAPPositive Net Change METAPositive Net Change
earnings tech-stocks
Q2 Earnings Season: A Good Start So Far
by Sheraz Mian
There was plenty to like from the banks, with the resilient economy helping keep credit demand positive and higher interest rates allowing them to charge more for those loans.
WFCPositive Net Change JPMNegative Net Change CNegative Net Change
earnings finance
The Q2 Earnings Season Kicks Off
by Sheraz Mian
The June quarter earnings reporting cycle will start grabbing the market's attention this week, with JPMorgan and other big banks coming out with their Q2 results.
WFCPositive Net Change JPMNegative Net Change CNegative Net Change
earnings finance
The Earnings Picture Refuses to Weaken
by Sheraz Mian
With inflation steadily coming down and the labor market staying fairly strong, many in the market are starting to bet on the 'soft landing' scenario.
NKEPositive Net Change ADBENegative Net Change FDXNegative Net Change
earnings
Breaking Down The Big 7 Tech Players' Outsized Roles
by Sheraz Mian
This elite group of 7 mega-cap companies currently accounts for 27.5% of the S&P 500 index's total market capitalization and is expected to bring in 16.2% of the index's total earnings this year.
AMZNPositive Net Change AAPLPositive Net Change MSFTNegative Net Change NVDANegative Net Change TSLANegative Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
An Early Glance Into Q2 Earnings
by Sheraz Mian
While 2023 Q2 estimates have come down, the magnitude of negative revisions compares favorably to what we saw in the comparable periods of previous quarters.
COSTPositive Net Change AZOPositive Net Change
earnings
Q1 Earnings: Can Artificial Intelligence (AI) Sustain Momentum?
by Sheraz Mian
The analysts covering Nvidia (NVDA) are struggling to come up with superlatives to describe the chipmaker's blockbuster quarterly results. Can the AI momentum sustain?
AMZNPositive Net Change AAPLPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLPositive Net Change METAPositive Net Change
artificial-intelligence earnings tech-stocks
Dissecting Retail Earnings and Shifting Consumer Spending Trends
by Sheraz Mian
It is no surprise that the combined weight of elevated inflation, rising interest rates, and uncertainty about the economy has forced consumers to change their spending behavior.
TGTPositive Net Change WMTPositive Net Change FLPositive Net Change
earnings retail
Retail Earnings Looming: What to Expect
by Sheraz Mian
There is undoubtedly stress at the lower end of income distribution. Given this development, one can intuitively project moderation in consumer spending as the economy further slows down under the weight of tighter monetary conditions.
AMZNPositive Net Change TGTPositive Net Change WMTPositive Net Change
e-commerce earnings retail
Q1 Earnings: Energy Sector in Focus
by Sheraz Mian
Crude oil prices appear to be reversing last week's losses, but prices are down significantly from the year-earlier level. What does this tell us?
BPNegative Net Change CVXPositive Net Change XOMNegative Net Change
energy oil-energy
Breaking Down Big Tech Earnings
by Sheraz Mian
Mega-cap technology giants have been undeniably strong in 2023, outperforming the S&P 500 handily. But how were their earnings results?
AMZNPositive Net Change AAPLPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Big Tech Earnings Looming: What to Expect
by Sheraz Mian
Tech stocks have been standout performers in the market this year, with a combination of favorable developments on the macro front driving momentum. Can the outperformance continue?
AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change SNAPPositive Net Change METAPositive Net Change
earnings tech-stocks
Analyzing Q1 Bank Earnings: Good or Bad?
by Sheraz Mian
There was plenty to like in these quarterly results, with higher interest rates helping these big players expand their margins while demand for loans remained strong, helping loan portfolios grow.
WFCPositive Net Change JPMNegative Net Change CNegative Net Change
earnings finance
Breaking Down Upcoming Bank Earnings
by Sheraz Mian
The Zacks Finance sector, which includes all the banks, is expected to achieve +2.2% higher earnings in 2023 Q1 on +7% higher revenues. Given these expectations, where do banks go from here?
JPMNegative Net Change
earnings finance
Analyzing Banking Woes and the Shifting Earnings Landscape
by Sheraz Mian
Banks are making headlines for all the wrong reasons in the wake of what appeared to be idiosyncratic issues at the Silicon Valley Bank. Where do we go from here?
JPMNegative Net Change NKEPositive Net Change ORCLNegative Net Change FDXNegative Net Change
earnings finance
2023 Q1 Earnings Preview: What Are Estimates Telling Us?
by Sheraz Mian
The 2022 Q4 earnings reports displayed that contrary to fears of an impending earnings cliff, companies were largely able to protect their bottom lines. Can they do the same in 2023 Q1?
ORCLNegative Net Change COSTPositive Net Change ADBENegative Net Change AZOPositive Net Change FDXNegative Net Change LENPositive Net Change
earnings
Breaking Down Retail Earnings and Consumer Spending Trends
by Sheraz Mian
It is no surprise that the combined weight of elevated inflation, rising interest rates and uncertainty about the economy have forced consumers to change their spending behavior.
MNegative Net Change TGTPositive Net Change WMTPositive Net Change
earnings retail
Previewing Walmart, Target and Retail Sector Earnings
by Sheraz Mian
Walmart is expected to report essentially flat earnings on +4.4% higher revenues in its quarterly report before the market opens on Tuesday, February 21st. Let's look at the entire retail sector to see what else to expect...
TGTPositive Net Change WMTPositive Net Change COSTPositive Net Change
consumer-discretionary consumer-staples earnings retail
Making Sense of Earnings Revisions: Do They Support the Bullish Start to 2023?
by Sheraz Mian
With the bulk of the Q4 earnings season behind us, we can now say confidently that the overall picture that emerged from this reporting cycle is good enough; not great, but not bad either...
KOPositive Net Change CSCOPositive Net Change AMATNegative Net Change
earnings tech-stocks