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Category: Weekly Earnings Update

SP 500 Earnings: Some Weakening in 2nd Half ’22 Expected Growth Rates

October 22, 2021 Brian Gilmartin Leave a comment

IBES data by Refinitiv’s Earnings Scorecard came out early this Friday morning, 10/22/21, and from that report and one of…

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Posted in: Uncategorized, Weekly Earnings Update

SP 500 Earnings: Still Looks Normal, but the Big Week is October 25th

October 17, 2021 Brian Gilmartin Leave a comment

With the Big 5 – Apple, Amazon, Facebook, Alphabet and Microsoft – all slated to report their Q3 ’21 financial…

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Posted in: Weekly Earnings Update

Weekly Update: Despite Pessimism, Q3 ’21 SP 500 Earnings Should be Fine

October 8, 2021 Brian Gilmartin Leave a comment

The question always is, “Where should investors put their money ?” One of last weekend’s blogs talked about the expected…

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Posted in: 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

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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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