Research
Magnificent Seven’s Earnings Have Peaked, BofA Says
The big tech companies’ previous cost cutting boosted profits, but that stimulus is abating, per a bank study.
Tag: EPS
Risk
BofA Still Positive About 4Q 2023, as Other EPS Estimates Deflate
The pessimistic takes come after the third quarter’s rebound from the earnings recession.
Market Moves
RIP Earnings Recession: 3Q Reports Turn Positive
The S&P 500’s EPS had three down quarters in a row, but now analysts are growing more optimistic.
Newsmakers
Q1 Earnings Are Up, But Nothing to Cheer About
While profits have kept climbing, the rate of ascent is slowing, per FactSet.
News
Analysts Shrink Projections for First Quarter Earnings Growth
Those nice double-digit results we’ve enjoyed are so 2021, they say.
Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
Risk
What If Earnings Season Turns Out to Be a Bust?
Ned Davis thinks profit growth will come in way south of what the market expects.
Asset Allocation
Microsoft Threatens Apple’s Market Cap Supremacy
Both once seen as has-beens, the two tech giants draw closer as the software firm picks up speed.
Market Moves
Why 3Q Earnings May Undershoot Estimates
That has happened just once since 2009, but CFRA’s Stovall expects a re-run.
Manager Selection
Get Ready for an Earnings Slowdown
Why Ned Davis says EPS, super-charged now, will decelerate.
Market Moves
3Q Corporate Earnings Look Better and Better, Yardeni Says
S&P 500 profits should be down just 7.1%, a big upgrade from more dire previous calls.
Coronavirus - COVID-19
Earnings Will Take Up to 4 Years to Recover, Leuthold Says
That’s the max for EPS retreats in the past, and this recession will be a lulu, the firm’s Ramsey believes.
Coronavirus - COVID-19
Here’s How Rotten Corporate Earnings Will Be This Year
Analysts say EPS should be 8.3% in the red, although that may be too sanguine.