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Author: Brian Gilmartin

SP 500 Earnings: Don’t Ignore 2025 Estimates

June 22, 2024 Brian Gilmartin Leave a comment

This week the blog is starting off with what I call the “spot curve” of the forward 4-quarter estimates of…

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Posted in: Weekly Earnings Update

Nike Earnings Preview: Fiscal ’25 Guidance is All That Matters

June 21, 2024 Brian Gilmartin Leave a comment

Nike (NKE) the athletic apparel and footwear giant whose stock has fallen about 50% from its late November, 2021, highs…

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Posted in: NKE

How has Expected Q2 ’24 Earnings and Revenue Growth Changed in the Last 8 Weeks

June 17, 2024 Brian Gilmartin Leave a comment

It’s no surprise but for Q1 ’24 earnings growth 10 of the 11 sectors of the SP 500 saw actual…

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Posted in: Q2 '24 SP 500 EPS and revenue growth expectations

Oracle Earnings Summary: Missed Estimates, but RPO and Demand Looks Robust

June 16, 2024 Brian Gilmartin Leave a comment

Oracle reported their fiscal Q4 ’24 financial results after the bell last Tuesday, June 11th, 2024, and while the numbers…

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Posted in: ORCL

SP 500 (and Russell 2000) Earnings Look: It’s a Quieter Period Between Now and Quarter End

June 15, 2024 Brian Gilmartin Leave a comment

To give a little voice to the Russell 2000’s earnings, this blog is going to start including some short commentary…

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Posted in: Russell 2000, Weekly Earnings Update

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Fundamentalis

  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week
  • 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)

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