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Earnings Outlook: Archive

Sheraz Mian

Analyzing the Evolving Earnings Picture: What Should Investors Know?

The aggregate revisions trend for 2026 is positive, as had consistently been the case in 2025 as well. Unsurprisingly, Tech is expected to remain a key driver of aggregate earnings growth.

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Sheraz Mian

Earnings Outlook Improves: A Closer Look

Earnings estimates are not only increasing for the Tech sector, but also for some of the economically sensitive areas like the Basic Materials and Industrials sectors. Will the picture remain bright?

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Sheraz Mian

The Earnings Impact of Tariffs

We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture.

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Taking Stock of the Q4 Earnings Season

The Q4 earnings and revenue growth pace at this stage from the companies that have reported represent a clear acceleration from what we had seen from this same group in recent periods, though positive beats are less numerous this cycle.

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Earnings Estimates Keep Increasing: A Closer Look

The Q4 earnings season is off to a solid start, with the growth pace accelerating and most management teams painting a stable-to-positive outlook for their businesses.

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What Are the Tailwinds for Bank Stocks?

We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks.

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Sheraz Mian

Q4 Earnings Season Gets Off To a Solid Start

The Q4 earnings and revenue growth pace at this stage represents a clear acceleration from what we had seen from this same group of companies in the first three quarters of 2025. But what else should investors know?

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Sheraz Mian

Can Strong Earnings Justify High Stock Valuations?

With the 2025 Q4 earnings season about to begin, we discuss how critical the overall earnings picture is to the stock market.

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Sheraz Mian

Broad-Based Earnings Growth Expected in 2026

All 16 Zacks sectors are currently expected to enjoy positive earnings growth in 2026, reflecting the first such instance since 2018.

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Sheraz Mian

Q4 Earnings: Tech Expected to Remain Growth Driver

For Q4, Tech sector earnings are expected to be up +13% from the same period last year on +15.8% higher revenues, reflecting the 10th consecutive quarter of double-digit earnings growth.

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