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Category: Technology

SP 500 Earnings: Quarterly Bump Next Week Leaves Forward Estimate Near $267, or a 21x PE

September 28, 2024 Brian Gilmartin Leave a comment

Here’s a quick look at how Q3 and Q4 ’24 EPS and revenue growth have trended since early in ’24.…

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Posted in: Technology, Weekly Earnings Update

SP 500 Earnings: How Have Q3 ’24 Sector Growth Rates Changed since Mid-August ’24 ?

September 23, 2024 Brian Gilmartin Leave a comment

Technology is officially “oversold” per the technical barometers that track market breadth, stochastics, etc. etc. Tech being oversold is not…

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Posted in: 2024 SP 500 EPS estimates, Technology

Which SP 500 Sectors – from an Earnings Perspective – Are Shaping Up for a Healthy 2025 ?

August 31, 2024 Brian Gilmartin Leave a comment

Despite Mag 7 price action, tech sector forward estimates are still rising. Looking at estimated earnings growth for full-year 2024…

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Posted in: 2025 SP 500 expected sectors growth rates, Sector Earnings Growth Estimates, Technology Filed under: 2025 expected sector growth rates

SP 500 Earnings: Capex is not Earnings / Tech Revisions Still Positive

July 26, 2024 Brian Gilmartin Leave a comment

Occasionally this blog posts this – what is essentially a net income chart from LSEG I/B/E/S – for the SP…

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Posted in: Capex, GOOG, GOOGL, MSFT, Technology

Tech Sector’s Historical EPS and Revenue Growth Heading into Q2 ’24 Earnings

July 22, 2024 Brian Gilmartin Leave a comment

Looking at the above table, the tech sector is expected – as of last Friday, July 19 ’24 – to…

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Posted in: GOOGL, Technology

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Fundamentalis

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