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Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

August 17, 2025 Brian Gilmartin Leave a comment

In mid-February ’25, Cisco (CSCO) traded up to $65 and peaked in mid-February right with the SP 500, traded down…

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Posted in: CSCO

Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

August 12, 2025 Brian Gilmartin Leave a comment

Cisco Systems (CSCO) reports their fiscal Q4 ’25 after the closing bell on Wednesday night, August 13, 2025. Analyst consensus…

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Posted in: CSCO

SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable

August 10, 2025 Brian Gilmartin Leave a comment

The height of geekdom (I know), but note the improvement in Q2 ’25 EPS and revenue growth rates expected by…

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Posted in: Weekly Earnings Update

Tech Sector Revenue Growth has Been Accelerating Since Late ’22

August 6, 2025 Brian Gilmartin Leave a comment

Looking at the data in this weekend’s post on Q2 ’25 and Q3 ’25 SP 500 earnings, something caught my…

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Posted in: Technology

SP 500 Earnings Update: Q2 ’25 Results Still Robust, Q3 ’25 Revisions Remain Positive

August 3, 2025 Brian Gilmartin Leave a comment

Continuing with a table shown to readers over the last few weeks and months, here’s the SP 500 quarterly, “expected”…

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Posted in: Weekly Earnings Update

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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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