About 10% of the SP 500 will report next week, and 24 of those 52 scheduled reports will be Financial companies. Here is the SP 500 Earnings data by the numbers: (Source: IBES by Refinitiv) Fwd 4-qtr est:$174.68 vs $174.87 … Continued
As we rolled into the new quarter this week, the period for measuring the “forward 4-quarter estimate” rolled forward from Q2 ’19 through Q1 ’20, to Q3 ’19 through Q2 ’20. That means the “forward 4-quarter” estimate rolled from last … Continued
Well the additional tariffs – if they happen – will impact the forward estimates, but expectations coming into the start of the 2nd quarter earnings in two weeks are really as low as they have been in years. The headlines … Continued
We are presently in “the dead zone” of earnings reports and revisions, as – according to IBES by Refinitiv data – there were just 517 revisions to analyst estimates this week, versus the 2,300 odd changes to estimates during the … Continued
For the next four weeks, the SP 500 will see fewer earnings releases as the number of companies reporting their March ’19 quarter is now done. We will hear from a few companies like Oracle (ORCL) this week and then … Continued
First, let’s get to the SP 500 Earnings metrics missed this weekend: Fwd 4-qtr est: $171.52 vs $171.47 PE ratio: 16.7x PEG ratio: 3.63x SP 500 earnings yld: 5.97% vs. last week’s 6.23% Y/y growth of Fwd est: +4.7% vs … Continued
“Worst Week for Stock Markets since Christmas” (presumably Christmas ’18). The headline is a Bloomberg quote caught while prepping the weekly SP 500 earnings update, Saturday morning, June 1st. From a sentiment perspective, it does now seem like absolutely no … Continued
Despite the market volatility this week, with the SP 500 falling 2.4% on Monday, May 13th after President Trump’s China tariff tweet, the 2019 and 2020 “bottom-up” EPS estimate “rate of change” again improved, for the 2nd consecutive week. Here … Continued
This graph, which appears weekly on the first page of I/B/E/S by Refinitv’s “This Week’s in Earnings” sometimes tells a better story than the written word, so it is posted this week to show readers that the share-weighted earnings … Continued
Love this graph IBES by Refinitiv puts at the bottom of the first page of “This Week in Earnings” every week. That’s about all you need to know right now: Q1 ’19 earnings growth “expectations” for Q1 ’19 earnings … Continued