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Earnings Preview: Archive

Sheraz Mian

Looking Ahead to the Q2 Earnings Season

While the revisions trend has notably stabilized in recent weeks, the magnitude of cuts to 2025 Q2 estimates since the start of the period is larger and more widespread compared to what we have become accustomed to seeing in the post-COVID period.

NKEPositive Net Change FDXNegative Net Change STZNegative Net Change

Sheraz Mian

What Can Investors Expect from Q2 Earnings?

The current expectation is for Q2 earnings to increase by +5% from the same period last year on +3.9% higher revenues, reflecting a material deceleration from the growth trend of recent quarters. What else should investors know?

NKEPositive Net Change MUNegative Net Change FDXNegative Net Change

Sheraz Mian

Previewing Q2 Earnings Expectations

The current expectation is for Q2 earnings to increase by +5.1% on +3.8% higher revenues YoY, which will be a material deceleration from the +11.9% earnings growth pace in Q1 on +3.6% higher revenues. What else should investors know?

ACNPositive Net Change ORCLPositive Net Change LENNegative Net Change

Sheraz Mian

Making Sense of Q2 Earnings Expectations

The current expectation is for Q2 earnings for the S&P 500 index to increase by +5.4% from the same period last year on +3.7% higher revenues. What else should investors know?

COSTPositive Net Change AZOPositive Net Change

Sheraz Mian

Taking Stock of the Earnings Picture

The earnings release from Nvidia is the true highlight of this week's earnings docket, though there are a few other bellwethers on deck to report results as well. Nearing its end, how has the Q1 cycle fared so far?

AMZNNegative Net Change CRMPositive Net Change NVDAPositive Net Change COSTPositive Net Change ULTAPositive Net Change

Sheraz Mian

Retail Earnings Continue: Target, Home Depot on Deck

In addition to Target, Home Depot, and Lowe's, the notable companies reporting this week include Ralph Lauren, TJX Companies, Toll Brothers, and China's Baidu. What can investors expect?

TGTPositive Net Change WMTNegative Net Change LOWNegative Net Change HDNegative Net Change DECKPositive Net Change

Sheraz Mian

Walmart & Retail Sector Earnings Loom: A Closer Look

Walmart shares have been standout performers this year, handily outperforming not just the broader market indexes but also the likes of Amazon and most other Magnificent 7 group members. Can the momentum follow through post-earnings?

AMZNNegative Net Change TGTPositive Net Change WMTNegative Net Change

Sheraz Mian

Earnings Remain Resilient, but Outlook Softens

Q1 earnings overall reflect resiliency, but estimates for full-year 2025 have come under increasing pressure in recent weeks.

AMZNNegative Net Change AAPLPositive Net Change MSFTPositive Net Change METAPositive Net Change

Sheraz Mian

Mag 7 Earnings Preview: What Can Investors Expect?

We get into the heart of the Q1 earnings season this week, with more than 800 companies reporting results, including four Magnificent 7 members and 173 other S&P 500 members. How are expectations shaping up?

AMZNNegative Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Sheraz Mian

Are Tariff Worries Affecting the Earnings Outlook?

There are many valid reasons for the market to remain focused on tariffs since so much is happening in the broader economy. But how are they affecting the earnings outlook for the coming periods?

WFCNegative Net Change JPMNegative Net Change MSPositive Net Change