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Earnings Outlook: Archive

Sheraz Mian

Looking Ahead to the Q3 Earnings Season

Total Q3 earnings for the S&P 500 index are expected to be up +5% from the same period last year on +6% higher revenues, continuing the recent growth streak nicely. But what else should investors know about the upcoming Q3 cycle?

MSFTPositive Net Change NVDANegative Net Change

Sheraz Mian

Breaking Down Q2 Retail Earnings: Good or Bad?

The Retail sector's Q2 performance compares favorably to what we have seen from these S&P 500 companies in other recent periods, particularly on the revenues side. What else should investors know?

AMZNNegative Net Change WMTPositive Net Change HDPositive Net Change

Sheraz Mian

Analyzing the Q2 Earnings Season Scorecard

The overall earnings picture remains strong and steadily improving, with an above-average proportion of companies beating estimates during the Q2 cycle. Importantly, expectations for the current and upcoming periods have moved higher.

GOOGLNegative Net Change METANegative Net Change

Sheraz Mian

Do Stocks Have the Fuel To Move Higher?

We discuss whether the Q2 earnings season provides a fundamental rationale for the market's recent gains.

DEPositive Net Change SPYNegative Net Change TPRPositive Net Change

Sheraz Mian

Earnings Outlook Remains Strong & Improving: A Closer Look

We have been pleasantly surprised by the favorable revisions trend, which validates the market's rebound from the April lows. Expectations for Q3 have moved higher, but what else should investors know?

GOOGLNegative Net Change METANegative Net Change

Sheraz Mian

Earnings Outlook Steadily Improves: Mag 7 Earnings Loom

An above-average proportion of companies are beating consensus estimates this cycle, with estimates for the current and coming periods also increasing. With Mag 7 earnings on deck, what can investors expect?

NVDANegative Net Change METANegative Net Change

Sheraz Mian

Q2 Earnings Results Show an Improving Growth Picture

A positive picture is emerging from the Q2 earnings season, with an above-average proportion of companies beating consensus estimates. With the reporting docket remaining stacked for weeks to come, can the trend persist?

NVDANegative Net Change METANegative Net Change

Sheraz Mian

Is the Q2 Earnings Bar Set Too Low?

We discuss the Q2 earnings season and whether expectations may have been too low.

NFLXPositive Net Change DISPositive Net Change SPYNegative Net Change

Sheraz Mian

Q2 Earnings Season Kicks Off Positively: A Closer Look

The big banks have not only reported better-than-expected Q2 results, but management's commentary on business trends and conditions paints a favorable and reassuring view of the coming quarters

GSNegative Net Change BACPositive Net Change WFCPositive Net Change JPMPositive Net Change MSNegative Net Change CNegative Net Change

Sheraz Mian

Finance Earnings Outlook Improves: A Closer Look

JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) will kick-start the June-quarter reporting cycle for the Finance sector on July 15th. These banks comfortably passed the Fed's stress tests, opening the way for increased capital returns to shareholders through share buybacks and dividend hikes.

WFCPositive Net Change JPMPositive Net Change CNegative Net Change