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Goldman Sachs and Morgan Stanley Earnings Preview: Investment Banking Revenues Will Drive Quarterly Results

October 11, 2025 Brian Gilmartin Leave a comment

As talked about last week in the JPMorgan (JPM) and Citigroup (C) earnings preview, the tailwinds surrounding the financial system…

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Posted in: GS, MS

At Least 30 Financials Report Next Week – Credit Not Likely an Issue (Yet) – A Look at Two Big Banks

October 8, 2025 Brian Gilmartin Leave a comment

Next week, beginning October 13th, at least 30 financial services companies are scheduled to report their Q3 ’25 earnings and…

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Posted in: C, JPM

Nike Post Earnings: EPS Estimates Didn’t Increase Much, Probably Thanks to the Higher Tariffs

October 5, 2025 Brian Gilmartin Leave a comment

Nike (NKE) reported their fiscal Q1 ’26 financial results last Tuesday night, September 30, ’25, and while the stock rose…

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Posted in: NKE

SP 500 Earnings: The Relentless – but Still Measured – Rally in the SP 500

October 4, 2025 Brian Gilmartin Leave a comment

The quarterly bump hit the earnings data this week, as the new forward 4-quarter estimate for the SP 500 rolled…

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Posted in: Coca-Cola (KO), Weekly Earnings Update

Nike Earnings Preview: In a Sea of Negatives, One Positive is the Easy Compares the Next 4 – 5 Quarters

September 29, 2025 Brian Gilmartin Leave a comment

Nike (NKE) the athletic and footwear giant that remains one of the great global brands, reports their fiscal Q1 ’26…

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Posted in: NKE

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Fundamentalis

  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week
  • SP 500 Earnings: Check the SP 500 EPS Revisions for 2027
  • Boeing Earnings Preview: Don’t Give up on the Aerospace Giant
  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

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