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Earnings Outlook: Archive

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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?

ACNPositive Net Change ADBEPositive Net Change ITPositive Net Change

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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.

PGNegative Net Change MMMPositive Net Change MKCPositive Net Change

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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.

MSFTPositive Net Change TSLAPositive Net Change METAPositive Net Change

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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.

BACPositive Net Change JPMPositive Net Change CPositive Net Change

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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.

BACPositive Net Change JPMPositive Net Change SPYPositive Net Change

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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?

BACPositive Net Change JPMPositive Net Change CPositive Net Change

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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.

JPMPositive Net Change CPositive Net Change QQQPositive Net Change SPYPositive Net Change

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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.

AAPLPositive Net Change NVDAPositive Net Change TSLAPositive Net Change

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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.

MSFTPositive Net Change NVDAPositive Net Change

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Q3 Earnings Season: Retail Sector in Focus

A couple of trends stand out in the Retail sector's Q3 earnings season performance thus far. For starters, the group's top-line performance is solid, both in terms of growth rates and beat percentages. What else should investors know?

AMZNPositive Net Change TGTPositive Net Change HDPositive Net Change