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Earnings Preview: Archive

Sheraz Mian

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...

TGTNegative Net Change HDNegative Net Change WMTNegative Net Change ORLYNegative Net Change TSLANegative Net Change KMXNegative Net Change

Sheraz Mian

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...

PWRNegative Net Change DISNegative Net Change EANegative Net Change LENPositive Net Change DHIPositive Net Change BABANegative Net Change GOOSNegative Net Change ABNBNegative Net Change DASHNegative Net Change

Sheraz Mian

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...

MSFTNegative Net Change AMZNNegative Net Change AAPLNegative Net Change FBNegative Net Change GOOGLNegative Net Change

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.

CVXNegative Net Change COGPositive Net Change BPNegative Net Change RDS.ANegative Net Change

Sheraz Mian

Previewing Big Tech Earnings

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

MSFTNegative Net Change AMZNNegative Net Change AAPLNegative Net Change TSLANegative Net Change FBNegative Net Change GOOGLNegative Net Change SPOTNegative Net Change

Sheraz Mian

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...

IBMNegative Net Change CSXNegative Net Change NFLXNegative Net Change PGPositive Net Change

Sheraz Mian

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.

JPMNegative Net Change NKENegative Net Change FASTNegative Net Change DALNegative Net Change COSTNegative Net Change FDXNegative Net Change WFCNegative Net Change TSLANegative Net Change

Sheraz Mian

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...

JPMNegative Net Change NKENegative Net Change MUPositive Net Change MCKNegative Net Change COSTNegative Net Change FDXNegative Net Change LULUNegative Net Change WBANegative Net Change BBNegative Net Change

Sheraz Mian

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...

JPMNegative Net Change NKENegative Net Change GMENegative Net Change COSTNegative Net Change ADBENegative Net Change FDXNegative Net Change GISNegative Net Change

Sheraz Mian

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...

JPMNegative Net Change NKENegative Net Change ORCLNegative Net Change COSTNegative Net Change FDXNegative Net Change ACNNegative Net Change

Sheraz Mian

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%...

SPYNegative Net Change IJRNegative Net Change SPSMNegative Net Change

Sheraz Mian

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...

TGTNegative Net Change HDNegative Net Change AMZNNegative Net Change WMTNegative Net Change EBAYNegative Net Change GPSNegative Net Change JWNNegative Net Change COSTNegative Net Change KSSNegative Net Change KRNegative Net Change

Sheraz Mian

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...

NVDANegative Net Change HDNegative Net Change BANegative Net Change CRMNegative Net Change MNegative Net Change BYNDNegative Net Change ABNBNegative Net Change DASHNegative Net Change

Sheraz Mian

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...

DENegative Net Change WMTNegative Net Change AMATPositive Net Change SHOPNegative Net Change

Sheraz Mian

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...

BANegative Net Change DISNegative Net Change KONegative Net Change TWTRNegative Net Change UBERNegative Net Change

Sheraz Mian

Earnings Strength and Market Weakness

Market volatility notwithstanding, we have to acknowledge that the fundamental backdrop, as reflected in the outlook for earnings and interest rates, remains very favorable...

IPNegative Net Change BANegative Net Change AMZNNegative Net Change PFEPositive Net Change UPSNegative Net Change GMENegative Net Change GOOGLNegative Net Change SPOTNegative Net Change

Sheraz Mian

Q4 and 2021 Earnings Estimates Keep Going Up

We are off to a great start in the Q4 earnings season, with a historically high proportion of the reporting companies not only beating consensus EPS and revenue estimates, but also providing positive guidance and commentary...

JPMNegative Net Change JNJPositive Net Change BANegative Net Change CNegative Net Change AAPLNegative Net Change MMMPositive Net Change WFCNegative Net Change TSLANegative Net Change FBNegative Net Change

Sheraz Mian

Positive Start to Q4 Earnings Season

We are off to a great start in Q4 earnings season, with the big banks coming out with a notably improved profitability picture relative to what they were able to show in preceding periods.

JPMNegative Net Change IBMNegative Net Change CNegative Net Change CSXNegative Net Change WFCNegative Net Change NFLXNegative Net Change PGPositive Net Change

Sheraz Mian

Big Bank Q4 Earnings Preview

The large money-center banks that will kick-off the Q4 2020 earnings season for the sector this week have suffered a significant hit to profitability as a result of the pandemic...

JPMNegative Net Change NKENegative Net Change CNegative Net Change ORCLNegative Net Change DALNegative Net Change ADBENegative Net Change FDXNegative Net Change WFCNegative Net Change

Sheraz Mian

Q4 Earnings Season Preview

The consensus expectation is for total S&P 500 earnings to decline -11% in Q4 from the same period last year on essentially flat revenues. This would follow the -7% decline in Q3 and -32.2% decline in Q2...

JPMNegative Net Change PAYXNegative Net Change CTASNegative Net Change ORCLNegative Net Change FDXNegative Net Change KMXNegative Net Change

Sheraz Mian

The Retail Sector's Strong Earnings Performance

The common view about the Retail sector is a space that has been particularly hit hard by the Covid-19 pandemic. But that's hardly the full story...

WMTNegative Net Change TGTNegative Net Change MNegative Net Change LOWPositive Net Change KSSNegative Net Change JWNNegative Net Change HDNegative Net Change GPSNegative Net Change DENegative Net Change BBYNegative Net Change AMZNNegative Net Change ADSKNegative Net Change ANegative Net Change

Sheraz Mian

Earnings Preview: What to Expect from the Retail Sector

The Retail space had been experiencing a secular transition over the last few years, with consumer dollars steadily shifting to the online medium and traditional malls suffering falling foot traffic...

WMTNegative Net Change WDAYNegative Net Change TSNNegative Net Change TGTNegative Net Change NVDANegative Net Change MNegative Net Change KSSNegative Net Change HDNegative Net Change AMZNNegative Net Change

Sheraz Mian

Tech Leadership Reflects Earnings Power

These companies may not be monopolies, in the legacy legal sense, but they are nevertheless as sustainably profitable as if they were the Standard Oil of the past.

MSFTNegative Net Change GOOGLNegative Net Change FBNegative Net Change DISNegative Net Change CSCOPositive Net Change AMZNNegative Net Change AMATPositive Net Change AAPLNegative Net Change

Sheraz Mian

Are Technology Companies Losing Their Earnings Power?

The market appears to be reevaluating its position on the big technology stocks, with the trend becoming even clearer after Thursday's quarterly releases from Apple, Amazon, and others...

MSFTNegative Net Change GOOGLNegative Net Change FBNegative Net Change AMZNNegative Net Change AAPLNegative Net Change

Sheraz Mian

Previewing Big Tech Earnings

Technology stocks have lost some of their shine in recent weeks, as some previously ignored groups appear to be finally catching a bid. But tech remains the undisputed leader in the market...

MSFTNegative Net Change INTCNegative Net Change GOOGLNegative Net Change FBNegative Net Change AMZNNegative Net Change AAPLNegative Net Change