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Earnings Outlook: Archive

Sheraz Mian

Tech Earnings Estimates Increase Again: What's Going On?

It's hard to tell at this stage how durable the reversal in the Tech sector's estimates will prove to be, but it still remains a favorable development. Will they keep increasing?

MSFTNegative Net Change GOOGLPositive Net Change METAPositive Net Change

Sheraz Mian

Earnings Expectations Shift Lower: A Closer Look

Uncertainty about the overall macroeconomic picture continues to be a significant drag on the earnings outlook as a whole, prompting analysts to cut their estimates for the current and coming periods.

UALPositive Net Change MMMPositive Net Change AOSPositive Net Change

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Tech Estimates Come Under Pressure: What to Know

Macroeconomic uncertainty continues to be a significant drag on the earnings outlook as a whole, prompting analysts to cut their estimates for the current and coming periods.

UALPositive Net Change MMMPositive Net Change

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A Tentative Start to the Q1 Earnings Season

There were no major surprises in the big bank results, with all the major players beating estimates while providing a cautious view of the macro backdrop. But how is the recent uncertainty affecting the earnings picture?

DALPositive Net Change UALPositive Net Change

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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 WMTNegative Net Change

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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.

AMZNPositive Net Change AAPLPositive Net Change MSFTNegative Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive 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?

AMZNPositive Net Change AAPLPositive Net Change MSFTNegative Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive 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 COSTNegative 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 WMTNegative Net Change BBYNegative Net Change

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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