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Category: Weekly Earnings Update

SP 500 Earnings and an Oracle Earnings Preview

September 9, 2023 Brian Gilmartin Leave a comment

Oracle (ORCL) is another large-cap technology software company that will report their fiscal Q1 ’24 financial results after the closing…

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Posted in: MSFT, ORCL, Weekly Earnings Update

SP 500 Earnings: Still Moving Higher / Quick Look at Apple Revenue / All About Interest Rates

August 19, 2023 Brian Gilmartin Leave a comment

Just updated the spreadsheet for Apple this week, with latest EPS and revenue estimates. Like much of the large-cap tech…

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Posted in: 10-year Treasury yield, Apple (AAPL), Bespoke, Weekly Earnings Update

SP 500 Earnings: Forward Estimates Have Definitely Firmed

August 5, 2023 Brian Gilmartin Leave a comment

Last week’s blog post could have been cut-and-pasted again, and left as this week’s blog post, but it’s best to…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

SP 500 Earnings: Forward SP 500 EPS Estimates Have Firmed

July 28, 2023 Brian Gilmartin Leave a comment

Roughly half of the SP 500 has reported their Q2 ’23 financial results and the forward estimate has firmed up…

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Posted in: NKE, SP 500 EPS "rate-of-change", Weekly Earnings Update

SP 500 Earnings: Fed Funds Hike Next Week and Microsoft / Alphabet Report

July 21, 2023 Brian Gilmartin Leave a comment

Don’t forget the FOMC release is Wednesday afternoon, July 26th, and according to the CME FedWatch tool, there is a…

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Posted in: BA, Coca-Cola (KO), Energy ETF's (XLE, Energy sector, GOOGL, INTC, MSFT, Weekly Earnings Update

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Fundamentalis

  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

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