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Earnings Preview: Archive

Sheraz Mian

Beyond the Mag 7: Rising Q3 Estimates Signal a Market-Wide Earnings Expansion

Companies that have reported in the Q2 cycle are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and beyond.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

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Mag 7 Earnings Preview: Alphabet's Cloud Surge and CapEx Hike Raise the Stakes

The market reaction to Alphabet's Q2 results has significantly raised the bar for its Magnificent Seven peers that are on deck to report results this week, namely Microsoft and Meta Platforms on Wednesday, July 29th, and Apple and Amazon on Thursday, July 30th.

AMZNPositive Net Change AAPLNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change METANegative Net Change

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How Nvidia and Micron Are Single-Handedly Reshaping S&P 500 Tech Earnings

Excluding the contribution from Micron and Nvidia, Q2 earnings for the rest of the Zacks Tech sector would be up +25.3% (vs. +48.8% otherwise).

MUPositive Net Change NVDAPositive Net Change

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Q2 Earnings Season Arrives: Can Results Match Upbeat Expectations?

The big banks dominate this week's reporting docket, though several notable companies from other sectors will also report, including Netflix, Johnson & Johnson, and others. With the outlook trending consistently higher, will companies be able to live up to expectations?

BACNegative Net Change WFCNegative Net Change JPMNegative Net Change CNegative Net Change

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What Will Q2 Earnings Season Show?

The revisions trend for full-year 2026 is even more positive than for Q2, with estimates for 11 of the 16 Zacks sectors going up since the start of March.

JPMNegative Net Change NKEPositive Net Change MUPositive Net Change FDXPositive Net Change STZNegative Net Change

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Earnings Outlook Brightens as Estimates Keep Rising

The earnings revisions trend for full-year 2026 has been positive for quite some time now, with estimates for 11 of the 16 Zacks sectors increasing since the start of March. Energy, Basic Materials, and Technology have been the biggest beneficiaries.

ORCLPositive Net Change ADBEPositive Net Change

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Previewing the 2026 Q2 Earnings Season

The 2026 Q2 earnings season will take the spotlight when the big banks report their results in mid-July. But we will already have seen fiscal May-quarter results from almost two dozen companies by then. What can investors expect?

ORCLPositive Net Change ADBEPositive Net Change

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Strong Retail Earnings in a Tough Environment

Strong results from Walmart's general merchandise business is a key takeaway from its results. The very strong sales performance at Target confirms this favorable reading, suggesting that the persistent softness in discretionary spending categories in the post-COVID period may have run its course.

AMZNPositive Net Change TGTNegative Net Change WMTNegative Net Change

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Retail Earnings Loom: What Can Investors Expect?

Walmart helps headline the reporting docket for retail companies next week, who has outperformed many of the Magnificent Seven members in 2026. Can the retail titan's momentum continue?

AMZNPositive Net Change WMTNegative Net Change HDPositive Net Change

Sheraz Mian

Beyond Mega-Cap Tech: Q1 Earnings Confirm a Broadening Growth Trend

The earnings focus lately has been on the blockbuster mega-cap Tech players in the Magnificent 7 group of companies, but results have been impressive across the board in all sectors, with most companies showing accelerating growth trends.

AMZNPositive Net Change CSCONegative Net Change AMATPositive Net Change MOSNegative Net Change