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Author: Brian Gilmartin

SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

August 29, 2025 Brian Gilmartin Leave a comment

Pretty hard to believe, given what we were facing in early April ’25 with “Liberation Day” but the estimated SP…

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Posted in: Weekly Earnings Update

Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine

August 28, 2025 Brian Gilmartin Leave a comment

Last Thursday, August 21, ’25, Walmart reported their fiscal Q2 ’26 financial results (fiscal ’26 ends January ’26, so it’s…

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Posted in: WMT

Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin

August 19, 2025 Brian Gilmartin Leave a comment

Walmart, the retail juggernaut is expected to report their fiscal Q2 ’26 financial results before the opening bell on Thursday…

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Posted in: WMT

Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

August 17, 2025 Brian Gilmartin Leave a comment

In mid-February ’25, Cisco (CSCO) traded up to $65 and peaked in mid-February right with the SP 500, traded down…

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Posted in: CSCO

Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

August 12, 2025 Brian Gilmartin Leave a comment

Cisco Systems (CSCO) reports their fiscal Q4 ’25 after the closing bell on Wednesday night, August 13, 2025. Analyst consensus…

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Posted in: CSCO

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Fundamentalis

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  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data
  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference

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