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Category: Alphabet

SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated

July 6, 2025 Brian Gilmartin Leave a comment

Here’s the updated spreadsheet with LSEG data showing the progression of earnings and revenue growth for expected Q2 and Q3…

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Posted in: Alphabet, Apple (AAPL), Weekly Earnings Update

Alphabet Earnings Preview: Stock is Cheap on a PEG (PE-to-Expected Growth) Basis

October 27, 2024 Brian Gilmartin Leave a comment

Alphabet (GOOG/GOOGL) reports after the closing bell on Tuesday night, October 29th, 2024, and Street consensus is expecting $1.84 in…

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Posted in: Alphabet, GOOG, GOOGL

Fundamentalis

  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

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