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Earnings Preview: Archive

Sheraz Mian

Making Sense of Early Q4 Earnings Results

Total earnings for the S&P 500 companies that have reported are up +17.3% from the same period last year on +7.6% higher revenues, with 87.9% beating EPS estimates and 69.7% beating revenue estimates.

NFLXPositive Net Change COFNegative Net Change

Sheraz Mian

Can Bank Stocks Sustain Recent Momentum?

Big bank stocks have not only outperformed the broader market over the past year but have also outperformed the Magnificent 7 stocks by a wide margin. With earnings looming, can the positivity continue?

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

Sheraz Mian

Breaking Down Oracle, the AI Trade, and the Outlook for Tech Earnings

Oracle's relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. But is the caution overblown?

MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Sheraz Mian

Mag 7 Earnings Outlook Improves: A Closer Look

Including Nvidia, the Mag 7 group's Q3 earnings increased +28.3% from the same period last year on +18.1% higher revenues. Notably, expectations for Q4 have been rising as of late.

NVDAPositive Net Change TSLAPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Sheraz Mian

Making Sense of the Market's Tech Worries

The recent weakness in leading artificial intelligence stocks has rekindled concerns about the group's momentum and market leadership. But given their msassive runs, is it a reflection of a healthy pullback?

AMZNPositive Net Change TSLAPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Sheraz Mian

The Enormous Earnings Power of the Mag 7 Group

The aggregate growth numbers for the Mag 7 group are impressive, with Q3 earnings on track to be up +26.7% from the same period last year on +17.6% higher revenues. Only NVIDIA remains to report.

AMZNPositive Net Change AAPLNo Net Change TSLAPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Sheraz Mian

Previewing Mag 7 Earnings: What Investors Should Know

Except for Apple, the four Mag 7 members reporting this week are all leaders in the artificial intelligence space and are actively investing in data centers and related infrastructure to run large language models. But what else should investors be aware of?

AMZNPositive Net Change AAPLNo Net Change MSFTNegative Net Change GOOGLNegative Net Change METAPositive Net Change

Sheraz Mian

3 Key Takeaways From the Q3 Earnings Season So Far

This week's line-up of Q3 earnings releases moves beyond the Finance sector, with results from heavyweights like Netflix and Tesla on the schedule.

FNegative Net Change NFLXPositive Net Change GMNegative Net Change TSLAPositive Net Change

Sheraz Mian

Q3 Earnings Season Setup Remains Favorable: What to Know

The big banks dominate this week's reporting docket, but we also have several bellwethers from other sectors reporting, including Johnson & Johnson, United Air Lines, and others.

BACNegative Net Change JPMNegative Net Change

Sheraz Mian

A Closer Look at the Evolving Earnings Picture

We have more than 25 companies on deck to report results this coming week, including four S&P 500 members. How are things shaping up?

DALNegative Net Change PEPNegative Net Change