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Earnings Preview: Archive

Sheraz Mian

The 3 Most Notable Features of Q2 Earnings Season

The first notable feature of the Q2 earnings season is the impressive momentum on the revenue side, both in terms of growth rate as well as the beats percentages...

EBAY DIS TSN

Sheraz Mian

Is Big Tech Growth Really Decelerating?

You can see this long-term growth trajectory in the chart below that shows the group's earnings and revenue growth on an annual basis...

AMZN AAPL MSFT FB GOOGL

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Big Tech Earnings Preview: Apple, Amazon and Other Market Movers

Beyond the big 5 Tech players, total Q2 earnings for the Technology sector as a whole are expected to be up +37.3% from the same period last year on +19.5% higher revenues...

AMZN AAPL MSFT TSLA FB TWTR SNAP SPOT

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Q2 Earnings Reports Confirm Economic Boom Ahead

We are off to a great start in the Q2 earnings season, with 2021 Q2 earnings projected to climb 14.5% above the comparable pre-Covid 2019 period...

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Previewing Q2 FY21 Bank Earnings

The overall set up for bank earnings remains positive, with the stocks likely reversing their recent interest rate-centric weakness...

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Durable Earnings Growth Expected

The double-digit earnings growth expected in each of the next two years suggests the market isn't looking for a one-off rebound this year, but rather an enduring growth cycle...

GS WFC JPM ORCL COST WDFC LEVI

Sheraz Mian

Making Sense of Q2 Earnings Season Expectations

The strong earnings growth we saw in Q1 and the even stronger growth expected in Q2 is also reflective of genuine growth in the absolute sense.

JPM NKE ORCL COST FDX SPY

Sheraz Mian

Is It Just Easy Comps Giving Us Strong Earnings Growth?

Earnings growth was very strong in Q1 2021 and is expected to be even stronger in the Q2 reporting cycle, with comparisons to the comparable Covid-depressed periods of 2020 a major source of the growth.

QQQ SPY DIA

Sheraz Mian

Q2 2021 Earnings Season Preview

Even relative to the pre-Covid 2019 Q2 period, 2021 Q2 earnings are expected to be up +7.9%...

AAPL

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Looking Ahead to Q2 Earnings Season

You can see that 2021 Q2 earnings for the S&P 500 index are expected to be up +58.4% from the Covid-hit 2020 Q2 period...

NVDA DG COST AZO CRM

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Revved Up Auto Sector Earnings Outlook

Total Q1 earnings for the sector were up +608.9% from the same period last year on +11% higher revenues...

TGT HD WMT ORLY TSLA KMX

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Earnings Boom for Housing and Construction

The goal in this piece is to share with you the very impressive Q1 results and rising estimates outlook for the economically sensitive sectors like Construction and others...

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Big Tech's Best Growth Days May Be Behind It

Our sense is that this is probably as good as it ever will get, with the growth trajectory steadily decelerating going forward...

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Zacks Equity Research

Shell (RDS.A) Gears Up for Q1 Earnings: What's in Store?

Shell's (RDS.A) Q1 upstream production is estimated between 2,400 and 2,475 thousand barrels of oil equivalent per day (boe/d) due to the Texas winter storm.

CVX COG BP RDS.A

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Previewing Big Tech Earnings

Technology stocks have been less than stellar performers this year. Will tech turn things around during first quarter earnings season?

MSFT AMZN AAPL TSLA FB GOOGL SPOT

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Big Banks Foreshadow the Improving 2021 Earnings Picture

The positive bank results aren't just reflective of business conditions in the first quarter of 2021, but rather a function of growing optimism about the coming quarters...

IBM CSX NFLX PG

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Looking Ahead to Big Banks' Q1 Earnings

The large money-center banks have enjoyed an amazing run this year, with these stocks handily outperforming not only the broader market but also many of last year's hot stocks.

JPM NKE FAST DAL COST FDX WFC TSLA

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A Very Strong Q1 and 2021 Earnings Picture

This improving trend in estimate revisions accelerated over the last few months, as the chart below highlighting the evolution of 2021 Q1 earnings growth estimates shows...

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What Will Q1 2021 Earnings Season Show?

As the chart above shows, the expectation is for total S&P 500 earnings to increase +18.5% in Q1 from the same period last year on +5.3% higher revenues...

JPM NKE GME COST ADBE FDX GIS

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Previewing The Q1 2021 Earnings Season

As the chart above shows, the expectation is for total S&P 500 earnings to increase +18.5% in Q1 from the same period last year on +5.3% higher revenues...

JPM NKE ORCL COST FDX ACN

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Where Are We with Small-Cap Earnings?

For the S&P 600 index, we now have Q4 results from 551 companies or 91.7% of the index's total membership. Total earnings for these companies are up +0.6%...

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Market Shrugs Off Strong Retail Earnings

In terms of the Retail sector scorecard, we now have Q4 results from 78.8% of the retailers in the S&P 500 index...

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Earnings Start Growing Again

It's a pleasant surprise that 2020 Q4 is on track to show a +3% earnings growth when the pre-season expectation was for an -11% decline...

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Earnings Estimates Keep Going Up

Earnings growth was expected to resume in the first quarter of 2021 after the pandemic-driven declines of 2020. But positive growth has arrived a little earlier...

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Q4 Earnings Growth Turns Positive

Positive growth has arrived a little earlier, with earnings in the ongoing Q4 earnings season now modestly above the year-earlier period...

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