Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

Posted in: CSCO

Post navigation

Page 16 of 341
← Previous 1 … 15 16 17 … 341 Next →

Fundamentalis

  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis