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Category: Weekly Earnings Update

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

Updating SP 500 Numbers / Market Bubble Conditions Don’t Appear Present

September 19, 2021 Brian Gilmartin Leave a comment

Friday night’s post was a chance to show readers how much SP 500 revenue and EPS “expected” growth estimates have…

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

SP 500 Weekly Earnings: Oracle Reports This Week, But Revisions Should Dwindle

September 12, 2021 Brian Gilmartin Leave a comment

Oracle (ORCL) is the only company that reports this week that this blog follows with any frequency. The stock is…

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Posted in: ORCL, Weekly Earnings Update

SP 500 Earnings Update: Revision Activity Should Slow Until Earnings Start in Early October

September 3, 2021 Brian Gilmartin Leave a comment

The next 5 weeks will be very slow for the number of SP 500 earnings revisions, as we are now…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Revisions are Still Positive, Which Has Been the Case for a While

August 27, 2021 Brian Gilmartin Leave a comment

SP 500 EPS are (is ?) expected to grow 44% in calendar 2021 per the current IBES / Refinitiv numbers,…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • 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

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