Tag: earnings
Will Strong Earnings and Favorable Inflation Readings Boost U.S. Equities?
We are now in the final peak week of the Q2 earnings season, S&P 500 EPS growth continues to improve, now at 11.8% YoY
A...
Snap Earnings vs Meta and Zillow: Scale Matters
First, it’s hard to get too negative when capital expenditures for companies building out AI infrastructure are running near $400 billion annualized, growing roughly...
Magnificent 7 Diverge as Peak Earnings Season Spotlights Big Tech
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY
Key tech players from...
Q2 2025 Earnings Preview: Modest Growth Expected Amidst Economic Crosswinds
S&P 500 Earnings Per Share (EPS) growth expected to come in at 4.8% for Q2, which would be the lowest growth rate since Q4...
Which Q2 Earnings Reports Could Have Biggest Impact On Markets?
The unofficial start of the next earnings season is still roughly a month away, but recent research out of the University of California, San...
Retail Stocks Face Economic Uncertainty With Preliminary Earnings
M&A, CEO shakeups, full-year guidance pulled...drama unfolds within retail
We profile four recent earnings pre-announcements, while NVIDIA reports numbers Wednesday night, and key macro data...
Better Than Expected Q1 Earnings End With Retail Stocks
With 90% of S&P 500 companies reporting for the Q1 reporting season, EPS growth currently stands at 13.4%
Three companies reporting this week have delayed...
Large Cap Tech Stocks Breathe Life into Q1 Earnings
With 72% of S&P 500 companies reporting for the Q1 reporting season, EPS growth currently stands at 12.8%
Eight companies reporting this week have delayed...
Alphabet Sets Positive Tone Ahead of Tech Earnings
With 12% of S&P 500 companies reporting for the Q1 reporting season, EPS growth currently stands at 10.1%
Eight companies reporting this week have advanced...
Bank Stocks Outperform Q1 Earnings, but Cautious for 2025
Bank stocks blew Q1 earnings expectations out of the water, benefitting from high trading volumes, but CEO commentary remains cautious for 2025Â
Despite the tone...












