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Earnings Preview: Archive

Sheraz Mian

Early Q3 Results Show Earnings Recovery in Place

With results from 49 index members already out, we will have seen Q3 results from 27% of the index's total membership by the end of the coming week.

TSLANegative Net Change PGPositive Net Change NFLXNegative Net Change KONegative Net Change INTCNegative Net Change

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Are Bank Stocks Cheap or Value Traps?

Driving this underperformance is the group's cyclical exposure, with the demand for credit and other banking services strongly correlated with GDP growth...

WFCNegative Net Change SLBNegative Net Change JPMNegative Net Change JNJPositive Net Change FASTNegative Net Change DALNegative Net Change CNegative Net Change BACNegative Net Change

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Previewing the Q3 Earnings Season

The expectation is for total S&P 500 earnings to decline -22.8% from the same period last year on -2.9% lower revenues...

PAYXNegative Net Change JPMNegative Net Change DPZNegative Net Change

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Handicapping the Q3 Earnings Season

The earnings outlook has been steadily improving since the start of Q3, as economic and business activities have resumed...

PEPPositive Net Change NKENegative Net Change MUPositive Net Change JPMNegative Net Change FDXNegative Net Change COSTNegative Net Change CNegative Net Change AANegative Net Change

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What Will the Q3 Earnings Season Show?

The earnings outlook has been steadily improving since the start of Q3, as economic and business activities have resumed... What's next?

ORCLNegative Net Change NKENegative Net Change GISNegative Net Change FDXNegative Net Change COSTNegative Net Change

Sheraz Mian

Q3 Earnings Season Gets Underway

For Q3 as a whole, total S&P 500 earnings are expected to decline -23.7% from the same period last year -3.3% lower revenues...

ZMNegative Net Change ORCLNegative Net Change LENPositive Net Change INTCNegative Net Change FDXNegative Net Change ADBENegative Net Change AAPLNegative Net Change

Sheraz Mian

Improving Economic Momentum Driving Earnings Gains

Q3 earnings for the S&P 500 index are currently expected to decline -23.9% from the same period last year. But the growth picture has been steadily improving since the start of July...

ULTANegative Net Change DGPositive Net Change BBYNegative Net Change

Sheraz Mian

Can the Earnings Picture Continue to Improve?

While earnings took a big hit in Q2, as was expected all along, the impact turned out to be less significant than initially projected...

WMTNegative Net Change TGTNegative Net Change NVDANegative Net Change HDNegative Net Change

Sheraz Mian

Making Sense of the Earnings Picture

The 445 S&P 500 members are down -34.8% on -10.9% lower revenues...

TPRNegative Net Change CSCOPositive Net Change AMATPositive Net Change

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These 3 Charts Clearly Tell the Q2 Earnings Season Story

For the Tech sector, we now have Q2 results from 82.9% of the sector's market capitalization in the S&P 500 index. Total earnings for these Tech companies are down -1.8% on +2.5% higher revenues...

XOMNegative Net Change MSFTNegative Net Change KONegative Net Change GOOGLNegative Net Change FBNegative Net Change BANegative Net Change AMZNNegative Net Change AAPLNegative Net Change

Sheraz Mian

The Technology Sector Shows its Earnings Power Amid Coronavirus

Total earnings for these Tech companies are down -5.2% on +1% higher revenues...

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

Sheraz Mian

Previewing the Tech Sector's First Full Coronavirus Earnings Season

Tech stocks have been in the vanguard of the market's recovery from the March 23 lows and it may not be easy for these companies to satisfy the market's lofty expectations...

TXNNegative Net Change TWTRNegative Net Change MSFTNegative Net Change MSPositive Net Change JPMNegative Net Change INTCNegative Net Change GSNegative Net Change GOOGLNegative Net Change AMZNNegative Net Change

Sheraz Mian

What Will Q2 Bank Earnings Reveal?

The large money-center banks that will kick-off the 2020 Q2 earnings season for the sector this week have been hit hard in the ongoing pandemic-driven economic downturn.

WFCNegative Net Change ORCLNegative Net Change NKENegative Net Change NFLXNegative Net Change JPMNegative Net Change JNJPositive Net Change IBMNegative Net Change FDXNegative Net Change CNegative Net Change ADBENegative Net Change

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What Will Push Stocks Higher?

We have seen some good economic data in recent days, with the June factory sector ISM and payroll numbers showing impressive momentum. So what will push stocks higher next?

WBANegative Net Change PAYXNegative Net Change ORCLNegative Net Change NKENegative Net Change JPMNegative Net Change FDXNegative Net Change ADBENegative Net Change

Sheraz Mian

Handicapping the Q2 Earnings Season Amid the Coronavirus

Nike's huge miss reflected analysts' difficulty in coming up with reasonable estimates in a backdrop of pandemic-driven lockdowns in many parts of the world...

STZNegative Net Change ORCLNegative Net Change NKENegative Net Change MUPositive Net Change JPMNegative Net Change GISNegative Net Change FDXNegative Net Change CAGNegative Net Change ADBENegative Net Change

Sheraz Mian

Q2 Earnings Season to Provide Coronavirus Earnings Clarity

The negative revisions trend has eased in recent weeks, which can be interpreted as reflecting the effects of the economy's reopening...

ORCLNegative Net Change NKENegative Net Change JPMNegative Net Change DRINegative Net Change COSTNegative Net Change ADBENegative Net Change ACNPositive Net Change

Sheraz Mian

5 Charts that Tell the Coronavirus Corporate Earnings Story

We will let the following 5 charts tell how the aggregate corporate earnings story has unfolded in the wake of the Covid-19 pandemic...

ORCLNegative Net Change LENPositive Net Change KMXNegative Net Change JPMNegative Net Change COSTNegative Net Change AZONegative Net Change ADBENegative Net Change

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Three Reasons Why the Coronavirus Economic Recovery will be Quick

All indicators suggest that this recession will be unlike any we have experienced in the past, with a sharp downturn in economic activities and employment, followed by a reasonably quick recovery...

NFLXNegative Net Change GPSNegative Net Change GOOGLNegative Net Change FBNegative Net Change CPBNegative Net Change AVGOPositive Net Change AMZNNegative Net Change

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Looking Ahead to a Coronavirus-Damaged Q2 Earnings Season

In the pre-Covid world, the expectation was for earnings growth to resume in 2020 and continue into next year. But then the pandemic arrived and those expectations adjusted...

DGPositive Net Change CRMNegative Net Change COSTNegative Net Change AZONegative Net Change

Sheraz Mian

Previewing the Retail Sector's First Coronavirus Earnings Season

The Retail space has been hit hard by the pandemic-related lockdowns. But not all of them belong on the 'victims' list...

WMTNegative Net Change TJXNegative Net Change TGTNegative Net Change NVDANegative Net Change MNegative Net Change KSSNegative Net Change JWNNegative Net Change HDNegative Net Change EXPENegative Net Change DENegative Net Change BABANegative Net Change AMZNNegative Net Change

Sheraz Mian

Is Wall Street Oblivious of Main Street Pain?

Total earnings or aggregate net income for these 434 S&P 500 index members that have reported already are down -10.6% from the same period last year on +1.1% higher revenues...

UAANegative Net Change NFLXNegative Net Change NCLHNegative Net Change CSCOPositive Net Change AMZNNegative Net Change AMATPositive Net Change

Sheraz Mian

Tech Sector Shows its Earnings Power

Total Q1 earnings for these Tech companies that have reported are up +6.2% from the same period last year on +4.5% higher revenues...

UBERNegative Net Change PTONNegative Net Change MSFTNegative Net Change LYVNegative Net Change GRUBNegative Net Change GOOGLNegative Net Change GMPositive Net Change DISNegative Net Change ATVINegative Net Change AMZNNegative Net Change

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Previewing Tech Sector Earnings

The focus will be on the Technology leaders like Apple (AAPL), Alphabet (GOOGL), Microsoft (MSFT), Facebook (FB), Amazon (AMZN) and others that are coming out with results this week...

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

Sheraz Mian

Is the Market Ahead of Itself?

The numbers will get bad in the current period (2020 Q2), really bad, before they start getting better...

NFLXNegative Net Change LUVNegative Net Change INTCNegative Net Change IBMNegative Net Change

Sheraz Mian

What to Expect from Big Bank Earnings Amid the Coronavirus?

The S&P 500 index is now down -14% this year through Thursday, April 9, while the Major Banks industry is still down more than -37%. This underperformance is not surprising, given the group's exposure to a sharp economic downturn...

WFCNegative Net Change SLBNegative Net Change NKENegative Net Change KSUNegative Net Change JPMNegative Net Change JNJPositive Net Change FDXNegative Net Change COSTNegative Net Change CNegative Net Change BACNegative Net Change ABTPositive Net Change