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Category: Weekly Earnings Update

SP 500 Earnings: 5 of the Top 10 Mega-Caps Report Next Week

January 26, 2024 Brian Gilmartin Leave a comment

Earlier this week, the LSEG put up their quarterly earnings preview, and included within was the “market cap weight vs…

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Posted in: Earnings Weight vs Market Cap, Weekly Earnings Update

SP 500 Earnings: Will MegaCap Earnings Support the SP 500 Breakout ?

January 20, 2024 Brian Gilmartin Leave a comment

Friday, January 19th, 2024, saw the first trade above the January ’22 high of 4,815, with the SP 500 ultimately…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: It’s Less About Q4 ’23 Results and More About ’24 Guidance

January 13, 2024 Brian Gilmartin Leave a comment

Refinitiv published their weekly update Friday, January 12th, 2024. SP 500 data: The forward 4-quarter estimate ended the week at…

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Posted in: Apple (AAPL), C, JPM, MSFT, Weekly Earnings Update

SP 500 Earnings: Jump in Forward Estimate Worth Noting

January 5, 2024 Brian Gilmartin Leave a comment

For the 2nd week in a row, there was no data forthcoming from IBES and Refinitiv, which is actually understandable,…

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Posted in: Health Care sector, High-Yield Credit, Weekly Earnings Update

SP 500 Earnings: 2024: Will Actual Q4 ’23 SP 500 EPS Match 2023’s “Upside Surprises” ?

January 1, 2024 Brian Gilmartin Leave a comment

The IBES data by Refinitiv data, meaning the “This Week in Earnings” or the “Earnings Scorecard” reports were never sent…

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Posted in: SP 500 Earnings Yield, SP 500's "upside surprise", Weekly Earnings Update

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Fundamentalis

  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026

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