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Earnings Preview: Archive

Sheraz Mian

Corporate Earnings & the Coronavirus Pandemic

Calculating the coronavirus pandemic's earnings impact is no simple matter. At a minimum, we need to know how long will the pandemic last, without which it is impossible to know when 'normalcy' will return to our lives and businesses will reopen...

WFCNegative Net Change NKEPositive Net Change JPMNegative Net Change FDXPositive Net Change COSTPositive Net Change

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Has the Market Bottomed Already?

We will discuss below whether the market has bottomed already or not, but this week's record-setting rebound has reemphasized the importance of staying invested to participate in rallies...

WFCNegative Net Change WBAPositive Net Change STZPositive Net Change NKEPositive Net Change JPMNegative Net Change

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The Market's Worst Days are Behind Us

With the S&P 500 index historically losing about a third of its value in response to recessions, it is reasonable to expect that the bulk of the pullback is behind us at this stage...

WFCNegative Net Change NKEPositive Net Change MUNegative Net Change JPMNegative Net Change FDXPositive Net Change CTASNegative Net Change COSTPositive Net Change ADBENegative Net Change

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Previewing the 2020 Q1 Earnings Season

From our standpoint, the 2020 Q1 earnings season has actually gotten underway already. And we have another 8 S&P 500 members with fiscal quarters ending in February on deck to report such 2020 Q1 results this week...

WFCNegative Net Change ORCLNegative Net Change NKEPositive Net Change JPMNegative Net Change FDXPositive Net Change COSTPositive Net Change AZONegative Net Change ADBENegative Net Change

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Spotlight on Retail Sector Earnings

The Q4 earnings season has effectively come to an end for most of the major sectors, with the Retail sector as the only one that has a significant number of reports still to come...

TJXPositive Net Change SBUXNegative Net Change NVDANegative Net Change MNegative Net Change JCPPositive Net Change HDPositive Net Change BBYPositive Net Change AAPLNegative Net Change

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Key Takeaways from the Q4 Earnings Season

With more than three quarters of Q4 results already in, we can confidently say that overall earnings picture continues to improve. Here are the key takeaways from the Q4 earnings season...

WMTPositive Net Change SBUXNegative Net Change RCLNegative Net Change NVDANegative Net Change NCLHNegative Net Change EXPNegative Net Change DISNegative Net Change DENegative Net Change

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3 Things to Know About the Q4 Earnings Season

We can say with a fair amount of confidence that the Q4 earnings season has turned out to be a good one. We share below the three main takeaways from the results thus far...

TRIPNegative Net Change SBUXNegative Net Change PEPPositive Net Change NVDANegative Net Change EXPENegative Net Change DISNegative Net Change CSCOPositive Net Change AMATNegative Net Change

Sheraz Mian

Impressive Tech Sector Earnings

Earnings growth was negative for the vital Tech sector in the first three quarters of 2019 and Q4 earnings season was expected to give us another decline. But that's not how this earnings season has unfolded for Tech...

TWTRNegative Net Change SPOTPositive Net Change QCOMNegative Net Change MSFTNegative Net Change INTCNegative Net Change GOOGLNegative Net Change AAPLNegative Net Change

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Previewing Tech Sector Earnings

We have had a good run this earnings season thus far, with decent momentum on the revenues side and an above-average proportion of companies beating top-line estimates.

MSFTNegative Net Change INTCNegative Net Change FBNegative Net Change AMZNNegative Net Change AMDNegative Net Change AAPLNegative Net Change

Sheraz Mian

Q4 Earnings Season Showing Revenue Momentum

We are starting to see clear signs of momentum on the revenue side in the Q4 results that we have seen already. This could very well be a head fake and a reflection of our desire to look for 'green shoots' in the earnings landscape...

PGPositive Net Change NFLXNegative Net Change JNJPositive Net Change INTCNegative Net Change

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Can Earnings Reports Push Bank Stocks Even Higher?

The Zacks Major Banks industry has outperformed the broader market over the last year. So will earnings push Bank Stocks, like JPMorgan (JPM) and Bank of America (BAC), even higher?

WFCNegative Net Change NKEPositive Net Change JPMNegative Net Change GMNegative Net Change FDXPositive Net Change CNegative Net Change BACNegative Net Change

Sheraz Mian

Q4 Earnings Season Preview

By the time JPMorgan (JPM), Wells Fargo (WFC) and Citigroup (C) come out with their December-quarter results January 14th, we will have seen Q4 results from 20 S&P 500 members already.

WFCNegative Net Change WBAPositive Net Change STZPositive Net Change LENNegative Net Change JPMNegative Net Change CNegative Net Change

Sheraz Mian

Previewing the Q4 2019 Earnings Season

The December-quarter reporting season will not take the spotlight till we get into the New Year and the big banks start reporting results in mid-January. But the reporting season will actually get underway this week...

ORCLNegative Net Change JPMNegative Net Change COSTPositive Net Change AZONegative Net Change ADBENegative Net Change

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Making Sense of Retail Earnings

The picture emerging out of the Q3 earnings season for the traditional brick-and-mortar retailers is at best mixed. Here's what we learned...

WMTPositive Net Change TGTPositive Net Change MNegative Net Change KSSNegative Net Change HDPositive Net Change

Sheraz Mian

What Ails Macy's (M) and the Other Department Store Stocks?

Not all retailers have been able to capitalize on this favorable consumer spending environment. The stock market performance of traditional retailers like Macy's (M) shows this divergence in stark terms...

WMTPositive Net Change TGTPositive Net Change MNegative Net Change KSSNegative Net Change JWNNegative Net Change HDPositive Net Change GPSPositive Net Change DGPositive Net Change

Sheraz Mian

Were Q3 Earnings Estimates Too Low?

The popular narrative about the Q3 earnings season is that the actual results look better only relative to the very low levels to which estimates had fallen. But is this true?

WMTPositive Net Change URINegative Net Change TXNNegative Net Change NVDANegative Net Change KSUNegative Net Change HASNegative Net Change FASTPositive Net Change FNegative Net Change DOVPositive Net Change CSCOPositive Net Change

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A Reassuring Q3 Earnings Picture

With results from more than 70% of S&P 500 members already out, we have a representative enough sample to judge the Q3 earnings season...

URINegative Net Change TXNNegative Net Change KSUNegative Net Change HASNegative Net Change FASTPositive Net Change FNegative Net Change DOVPositive Net Change

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Making Sense of Q3 Earnings Season

With results from almost 40% of S&P 500 members already out, we have a representative enough sample to judge the Q3 earnings season...

XOMNegative Net Change URINegative Net Change TXNNegative Net Change KSUNegative Net Change HASNegative Net Change GOOGLNegative Net Change FASTPositive Net Change FNegative Net Change DOVPositive Net Change AAPLNegative Net Change

Sheraz Mian

Are Q3 2019 Earnings Results Really That Good?

With results from almost 15% of S&P 500 members already out, we have a fairly representative sample to judge the Q3 earnings season. The market appears to like the results. But are the results really are that good?

URINegative Net Change TWTRNegative Net Change MSFTNegative Net Change MMMPositive Net Change KSUNegative Net Change GOOGLNegative Net Change FASTPositive Net Change DOVPositive Net Change CATPositive Net Change BANegative Net Change AMZNNegative Net Change AAPLNegative Net Change

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What to Expect from Q3 Earnings Season with Big Banks Set to Report?

For Q3 as a whole, total earnings for the index are expected to decline -5% from the same period last year on +4.2% higher revenues, with 11 of the 16 Zacks sectors expected to have lower earnings compared to the year-earlier period...

WFCNegative Net Change SLBNegative Net Change PNCNegative Net Change NFLXNegative Net Change MUNegative Net Change JPMNegative Net Change JNJPositive Net Change IBMPositive Net Change GSNegative Net Change BACNegative Net Change AAPLNegative Net Change

Sheraz Mian

Big Bank Earnings Preview and Early Q3 2019 Results

Estimates have been steadily coming down for banks, with JPMorgan's Q3 EPS estimate of $2.42 down from $2.50 three months back. We see a similar trend for full-year 2019 and 2020 estimates for JPMorgan and most of its peers...

WFCNegative Net Change MUNegative Net Change JPMNegative Net Change CNegative Net Change AAPLNegative Net Change

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Weak Start to the Q3 2019 Earnings Season

It is premature to draw any firm conclusions from the Q3 2019 results that have come out already, but we are off to a weak start, particularly on the revenues front...

PEPPositive Net Change MUNegative Net Change LENNegative Net Change JPMNegative Net Change COSTPositive Net Change AAPLNegative Net Change

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The Q3 2019 Earnings Season Gets Underway

By the time JPMorgan (JPM) reports on October 15, we will have seen such Q3 results from almost two dozen S&P 500 members...

NKEPositive Net Change MUNegative Net Change JPMNegative Net Change CAGPositive Net Change AAPLNegative Net Change

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Looking Ahead to the Q3 2019 Earnings Season

The fact is that by the time JPMorgan (JPM) reports September-quarter results on October 15th, we will have seen Q3 results from almost two dozen S&P 500 members already...

ORCLNegative Net Change JPMNegative Net Change GISPositive Net Change FDXPositive Net Change DRINegative Net Change ADBENegative Net Change AAPLNegative Net Change

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Retail Earnings in Focus

This upcoming week is the last major reporting week of the Q2 earnings season, with more than 120 companies coming out with results.

WMTPositive Net Change TGTPositive Net Change MNegative Net Change KSSNegative Net Change JWNNegative Net Change AMZNNegative Net Change