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Author: Brian Gilmartin

SP 500 Earnings: Check the SP 500 EPS Revisions for 2027

November 1, 2025 Brian Gilmartin Leave a comment

It’s hard to be bearish when investors are seeing SP 500 calendar year EPS estimates get revised like this: Source:…

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Posted in: Weekly Earnings Update

Boeing Earnings Preview: Don’t Give up on the Aerospace Giant

October 28, 2025 Brian Gilmartin Leave a comment

Up 26% YTD as of Monday night, October 27th’s market close, the fact that the stock is up that much…

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Posted in: BA, ITA (aero & defense ETF)

Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal

October 26, 2025 Brian Gilmartin Leave a comment

There seems to be some nervousness and a little worry over Amazon as it prepares to report it’s Q3 ’25…

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Posted in: Amazon, WMT

Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

October 21, 2025 Brian Gilmartin Leave a comment

Running the estimates and updating the spreadsheet last night after last week’s Q3 ’25 financial results for Charles Schwab (SCHW),…

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Posted in: SCHW

Netflix Earnings Preview: Expectations Rather “Meh” Pre-Earnings – Likely a Good Thing

October 20, 2025 Brian Gilmartin Leave a comment

Reading some of the sell-side notes coming into Netflix’s (NFLX) Q3 ’25 earnings release on Tuesday night, October 21, ’25…

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Posted in: Netflix

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Fundamentalis

  • SP 500 Earnings: Check the SP 500 EPS Revisions for 2027
  • Boeing Earnings Preview: Don’t Give up on the Aerospace Giant
  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)
  • Netflix Earnings Preview: Expectations Rather “Meh” Pre-Earnings – Likely a Good Thing

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