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Category: MSFT

Weekly Update: The “Forward 4-Qtr Estimate” Will Jump to $212 – $213 Next Week

October 1, 2021 Brian Gilmartin Leave a comment

One of the vagaries of the IBES data by Refinitiv, is that the “This Week in Earnings” and the Earnings…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, Weekly Earnings Update

SP 500 “Top 10”: Market Cap vs Earnings Weight

September 25, 2021 Brian Gilmartin Leave a comment

There is a few similarities between today’s SP 500 and the SP 500 back in the late 1990’s. Ed Yardeni…

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Posted in: Amazon, Apple (AAPL), Earnings Weight vs Market Cap, MSFT, Top 10 Earnings weights, Top 10 Market Cap Weights

Looking at SP 500’s “Big 5”: Post-Earnings EPS and Revenue Trends & Top 10 Positions

August 2, 2021 Brian Gilmartin Leave a comment

This post will be kept short and sweet. Barrons is out this weekend as cautious on the “Big 5”. The…

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Posted in: Apple (AAPL), GOOG, GOOGL, MSFT, Tesla

Looking at EPS / Revenue Revisions for Big Tech Reporting Next Week

July 22, 2021 Brian Gilmartin Leave a comment

The financial stocks that reported last week have all rebounded as the revisions remain positive for the sector in general,…

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Posted in: Amazon, Apple (AAPL), GOOG, GOOGL, MSFT

Apple and Microsoft are almost 50% of the Tech sector’s EPS Weight

March 21, 2021 Brian Gilmartin Leave a comment

Last week, this blog wrote about the upward revisions in Tech sector EPS estimates. As of Friday, March 19th, 2021,…

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Posted in: Apple (AAPL), CSCO, INTC, MSFT, Technology

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