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Earnings Preview: Archive

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?

ACNNegative Net Change ORCLNegative 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?

AMZNPositive Net Change CRMNegative Net Change NVDAPositive Net Change COSTPositive Net Change ULTANegative 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?

TGTNegative Net Change WMTNegative Net Change LOWNegative Net Change HDNegative Net Change DECKNegative 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?

AMZNPositive Net Change TGTNegative 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.

AMZNPositive Net Change AAPLNegative Net Change MSFTNegative Net Change METANegative 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?

AMZNPositive Net Change AAPLNegative Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative 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 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.

BACNegative Net Change WFCNegative 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.

NKENegative Net Change PAYXNegative Net Change FDXNegative Net Change LULUNegative Net Change