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Author: Brian Gilmartin

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

November 3, 2025 Brian Gilmartin 2 Comments

Boeing’s (BA) stock had a tougher week after releasing their Q3 ’25 financial results on Wednesday morning, October 29th, with…

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Posted in: BA

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

November 1, 2025 Brian Gilmartin 2 Comments

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

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Fundamentalis

  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500
  • IBM Earnings Preview: IBM’s Operating Margin is Slowly Expanding
  • Boeing Earnings Preview: Expectations Remain Too Subdued for the Aerospace Giant
  • SP 500 Earnings: Rotation in ’26 and Major Tech Companies Start to Report Next Week

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