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SP 500 Earnings: Nice Bump in SP 500 Forward Estimates

December 2, 2023 Brian Gilmartin Leave a comment

Readers will see a nice bump in forward estimates this week, probably at least partially due to Salesforce (CRM), Workday…

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

How Much Time Might Be Left in This Secular Bull Market ?

November 26, 2023 Brian Gilmartin Leave a comment

For this post-Thanksgiving week, the important economic release is the October PCE and PCE Core data coming out Thursday morning,…

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Posted in: jobless claims, PCE / PCE Core

SP 500 Earnings: SP 500 EPS Face Easy Compare vs Q4 ’22

November 25, 2023 Brian Gilmartin Leave a comment

Reviewing Walmart results this week and looking at the spreadsheet and conference call notes, you can never ignore year-over-year (y.y)…

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Posted in: Weekly Earnings Update

Walmart Post Earnings: Facing Tough Comp’s Through Mid ’24

November 21, 2023 Brian Gilmartin Leave a comment

Needless to say, it was surprising to see Walmart’s (WMT) stock price reaction to last week’s fiscal Q3 ’24 earnings…

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Posted in: WMT

SP 500 Earnings: Nvidia Reports Tuesday Night – It Will Matter

November 19, 2023 Brian Gilmartin Leave a comment

Nvidia (NVDA) is the big earnings report forthcoming this week, as the AI chip giant will report it’s fiscal Q3…

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Posted in: SMH (semiconductor ETF), Weekly Earnings Update

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Fundamentalis

  • Is Tech Sector Growth Sustainable and How are Expected Q2 ’26 SP 500 EPS Estimates Faring ?
  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford

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