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Earnings Outlook: Archive

Sheraz Mian

Guidance to be Key Factor This Earnings Season

The Q1 earnings season will be less about what companies earned in the first quarter of 2025 and more about sizing up the earnings impact of the emerging tariff and macroeconomic backdrop.

DALPositive Net Change WMTPositive Net Change

Sheraz Mian

Looking Ahead to the Q1 Earnings Season

Total 2025 Q1 earnings for the S&P 500 index are expected to be up +5.9% from the same period last year on +3.9% higher revenues, continuing the recent growth pace nicely. Next week, we'll hear from the big banks.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLNegative Net Change METANegative Net Change

Sheraz Mian

Breaking Down the Mag 7 Earnings Outlook

The Magnificent 7 stocks have lost ground lately, with the DeepSeek breakthrough putting a spotlight on the group's ever-rising capital outlays. But what can investors expect in their Q1 results?

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLNegative Net Change METANegative Net Change

Sheraz Mian

A Closer Look at Earnings Expectations for Q1 & Full-Year 2025

The March-quarter earnings season will really get underway once the big banks start reporting results, though we've already seen quarterly results from a few companies, including Adobe and Oracle.

ORCLNegative Net Change COSTPositive Net Change ADBENegative Net Change

Sheraz Mian

The Earnings Impact of the New Tariff Regime

We try to size up the impact of higher tariffs on S&P 500 earnings and what sectors are most exposed.

TGTPositive Net Change WMTPositive Net Change BBYNegative Net Change

Sheraz Mian

Analyzing Retail Earnings in a High-Tariff Economy

Several big-box retail operators have recently reported quarterly results, though headlines about tariffs have been stealing the thunder. What should investors know?

TGTPositive Net Change BBYNegative Net Change

Sheraz Mian

Retail Earnings: An In-Depth Analysis

Walmart shares were down following its release as market participants were disappointed with its guidance, but how have other sector members fared?

AMZNNegative Net Change LOWPositive Net Change HDPositive Net Change

Sheraz Mian

Retail Earnings: A Closer Look

The Q4 reporting focus shifts to the Retail sector in the days ahead as the brick-and-mortar operators, including Walmart, start coming out with quarterly results.

AMZNNegative Net Change TGTPositive Net Change WMTPositive Net Change

Sheraz Mian

Are Investors Too Focused on Company Fundamentals?

We discuss whether market participants are missing the big picture in focusing too much on earnings releases.

AMZNNegative Net Change AMDNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Sheraz Mian

Breaking Down the Current Earnings Outlook

We can safely say that it has been a good reporting cycle, with the growth pace showing a notable accelerating trend and companies comfortably beating consensus estimates. But what about the coming periods?

KOPositive Net Change PEPPositive Net Change CVSPositive Net Change