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Earnings Preview: Archive

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?

WFCPositive Net Change JPMPositive Net Change MSNegative Net Change

Sheraz Mian

A Closer Look at Bank Stocks & Tariff Worries

We all know that the banking business isn't subject to tariffs. But as cyclical operators, their business is heavily exposed to trends in the broader economy, which in turn is seen as weighed down by the ongoing tariffs uncertainty.

BACPositive Net Change WFCPositive Net Change JPMPositive Net Change MSNegative Net Change

Sheraz Mian

Making Sense of Early Q1 Earnings Reports

We have been seeing some of the early Q1 results in recent days, which have been mixed at best. Soon, the big banks will shift the period into a much higher gear.

NKEPositive Net Change PAYXNegative Net Change FDXPositive Net Change LULUNegative Net Change

Sheraz Mian

Looking Ahead to the Q1 Earnings Season

The Q1 reporting cycle will really get going when the big banks come out with their March-quarter results on April 11th. What should investors know heading into the period?

ACNNegative Net Change NKEPositive Net Change ORCLNegative Net Change COSTNegative Net Change ADBENegative Net Change FDXPositive Net Change

Sheraz Mian

Previewing the 2025 Q1 Earnings Season

The current expectation is that Q1 earnings will be up +6.2% from the same period last year on +3.8% higher revenues, continuing the growth pace nicely. What else should investors know?

ORCLNegative Net Change COSTNegative Net Change ADBENegative Net Change AZONegative Net Change

Sheraz Mian

Q4 Earnings Cycle Continues: Retail Results in Focus

The retail earnings releases thus far provide a reassuring view of consumer spending, with broad spending trends largely stable and in-line with what we have seen in recent quarters.

MNegative Net Change TGTPositive Net Change BBYNegative Net Change COSTNegative Net Change

Sheraz Mian

Home Improvement Retailers Face Tough Earnings Environment

The operating environment for Home Depot and Lowe's remains challenging as the interest rate backdrop continues to be unfavorable despite the U.S. Fed's easing policy.

AMZNNegative Net Change CRMNegative Net Change TJXNegative Net Change LOWNegative Net Change NVDAPositive Net Change HDNegative Net Change

Sheraz Mian

Retail Earnings Loom: Can Walmart's Momentum Continue?

Walmart shares have been standout performers this year, handily outperforming not just the broader market indexes and peers like Target but also the likes of Amazon and most Magnificent 7 group members.

AMZNNegative Net Change TGTPositive Net Change WMTPositive Net Change

Sheraz Mian

These 5 Charts Explain the Current Earnings Outlook

The overall earnings picture remains strong and reassuring, with the tone and substance of management commentary adding to confidence in current market expectations of a significant growth ramp-up in 2025 and beyond.

SHOPPositive Net Change LYFTPositive Net Change DASHPositive Net Change

Zacks Equity Research

Is a Beat in the Cards for Pegasystems This Earnings Season?

PEGA's fourth-quarter 2024 results are likely to benefit from increased adoption of GenAI Blueprint tool and Pega Cloud platform.

ACNNegative Net Change AKAMNegative Net Change PEGANegative Net Change TWLONegative Net Change