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Zacks Earnings Trends Highlights: JPMorgan, and Microsoft
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For Immediate Release
Chicago, IL – January 27, 2022 – Zacks Director of Research Sheraz Mian says, "Despite the well-known headwinds of cost pressures and logistical bottlenecks, an above-average proportion of companies have been able to beat EPS and revenue estimates."
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>
The picture emerging from the Q4 earnings season is one of continued strength and momentum. Despite the well-known headwinds of cost pressures and logistical bottlenecks, an above-average proportion of companies have been able to beat EPS and revenue estimates.
In fact, the proportion of companies beating consensus EPS and revenue estimates is actually tracking above what we had seen in the preceding earnings season from this same group of companies.
On the guidance front, while a few notable operators like JPMorgan (JPM - Free Report) , Fastenal, General Electric stand out for providing a weak outlook, most companies have been able to offer reassuring, if not altogether positive guidance.
This is helping stabilize the revisions trend that had started going modestly negative in 2021 Q4. We are seeing this favorable development with estimates for the current period (2022 Q1) as well as full-year 2022.
The stock market setup appears to have been particularly favorable for the 2021 Q4 earnings season. We feel that market participants will be pleasantly surprised to see impressive results after watching those stocks experience significant weakness in recent days on Fed-related worries.
Microsoft (MSFT - Free Report) appears to be benefiting from this setup and we see this getting repeated with the other bellwether players, particularly in the Tech sector.
Looking at Q4 as a whole, total earnings for the quarter are expected to be up +22.1% from the same period last year on +12.2% higher revenues.
The growth pace decelerates significantly in the following periods.
We remain positive in our earnings outlook, as we see the overall growth picture steadily improving, as Omicron’s effects start easing and the near-term logistical issues get addressed.
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
As one investor put it, “curing and preventing hundreds of diseases…what should that market be worth?” This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.
Zacks.com provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. www.zacks.com/disclaimer.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Zacks Earnings Trends Highlights: JPMorgan, and Microsoft
For Immediate Release
Chicago, IL – January 27, 2022 – Zacks Director of Research Sheraz Mian says, "Despite the well-known headwinds of cost pressures and logistical bottlenecks, an above-average proportion of companies have been able to beat EPS and revenue estimates."
Earnings Picture Remains Strong Despite Market Downturn
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>
The picture emerging from the Q4 earnings season is one of continued strength and momentum. Despite the well-known headwinds of cost pressures and logistical bottlenecks, an above-average proportion of companies have been able to beat EPS and revenue estimates.
In fact, the proportion of companies beating consensus EPS and revenue estimates is actually tracking above what we had seen in the preceding earnings season from this same group of companies.
On the guidance front, while a few notable operators like JPMorgan (JPM - Free Report) , Fastenal, General Electric stand out for providing a weak outlook, most companies have been able to offer reassuring, if not altogether positive guidance.
This is helping stabilize the revisions trend that had started going modestly negative in 2021 Q4. We are seeing this favorable development with estimates for the current period (2022 Q1) as well as full-year 2022.
The stock market setup appears to have been particularly favorable for the 2021 Q4 earnings season. We feel that market participants will be pleasantly surprised to see impressive results after watching those stocks experience significant weakness in recent days on Fed-related worries.
Microsoft (MSFT - Free Report) appears to be benefiting from this setup and we see this getting repeated with the other bellwether players, particularly in the Tech sector.
Looking at Q4 as a whole, total earnings for the quarter are expected to be up +22.1% from the same period last year on +12.2% higher revenues.
The growth pace decelerates significantly in the following periods.
We remain positive in our earnings outlook, as we see the overall growth picture steadily improving, as Omicron’s effects start easing and the near-term logistical issues get addressed.
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
As one investor put it, “curing and preventing hundreds of diseases…what should that market be worth?” This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
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Zacks.com provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. www.zacks.com/disclaimer.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.