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Earnings Preview: Archive
Previewing Q3 Earnings: What Can Investors Expect?
by Sheraz Mian
We have regularly flagged in recent weeks that the Q3 estimate revisions trend has been positive since late April, reversing the prior course. But what else is there to know about the upcoming Q3 cycle?
ORCLNegative Net Change ADBENegative Net Change
earnings finance tech-stocks
Nvidia Earnings Loom: Analyzing the Current Earnings Picture
by Sheraz Mian
The earnings release from Nvidia (NVDA) is the true highlight of this week's earnings docket, though there are a few other bellwethers on deck to report results, including 15 S&P 500 members. What can investors expect?
AMZNNegative Net Change DGPositive Net Change BBYPositive Net Change NVDANegative Net Change ULTAPositive Net Change
artificial-intelligence earnings tech-stocks
Retail Earnings Loom: What Can Investors Expect?
by Sheraz Mian
We have more than 100 companies on deck to report results this week, including 15 S&P 500 members. With retail dominating the reporting docket, can the earnings positivity continue?
AMZNNegative Net Change TGTNegative Net Change WMTPositive Net Change
earnings retail
3 Key Takeaways from the Q2 Earnings Season
by Sheraz Mian
As we head into the final phase of the Q2 earnings season, we can say with complete confidence that the overall earnings picture remains strong and resilient. What can investors expect for Q3?
AAPPositive Net Change BIRKNegative Net Change
earnings retail tech-stocks
Mag 7 Earnings Loom: What Can Investors Expect?
by Sheraz Mian
The Mag 7 stocks have led the market's rebound from the April lows to new all-time highs, with this week's results giving market participants the most relevant pulse check to validate the group's recent performance.
AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change
earnings tech-stocks
Early Q2 Results Indicate an Improving Earnings Outlook
by Sheraz Mian
We get into the heart of the Q2 earnings season this week, with more than 400 companies on deck to report results, including 109 S&P 500 members. So far, the Q2 cycle is off to a strong start.
TSLANegative Net Change GOOGLNegative Net Change
earnings electric-vehicles tech-stocks
Q2 Earnings Season Setup Remains Favorable: Big Bank Results Loom
by Sheraz Mian
We may not receive a lot of actual guidance from management teams, given the many unresolved macro questions. But we remain confident that management teams' qualitative commentary on business trends will be largely positive.
SLBNegative Net Change NFLXPositive Net Change MMMPositive Net Change
earnings finance
Looking Ahead to the Q2 Earnings Season
by Sheraz Mian
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.
NKENegative Net Change FDXPositive Net Change STZPositive Net Change
apparel earnings transportation
What Can Investors Expect from Q2 Earnings?
by Sheraz Mian
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?
NKENegative Net Change MUNegative Net Change FDXPositive Net Change
earnings
Previewing Q2 Earnings Expectations
by Sheraz Mian
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?
ACNNegative Net Change ORCLNegative Net Change LENNegative Net Change
earnings