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<\/a><\/p>\nPersonally I thought 2026 EPS revisions would look a little more robust, in front of the SpaceX (SPCX). The 2026 EPS estimate has only improved 10% since 12\/31\/25.<\/p>\n
That being said, investment banks and trading firms are very tough to model in terms of EPS and revenue estimates since trading and banking are so opaque in terms of the income statement. Semiconductors are the other sector with one of the highest “standard deviation” of EPS estimates relative to the mean.<\/p>\n
Just assume GS and probably MS as well will generate big “upside surprises” with their Q2 ’26 financial results.<\/p>\n
Quick Summary: <\/strong><\/em>The US capital markets are in another remarkable period much like the late 1990’s, and to be frank with readers, investors can make a lot of money during these periods.<\/p>\nThe most difficult aspect to being an investor is to maintain a long-term perspective on capital markets when the market environment is at it’s easiest in terms of creating wealth for clients.<\/p>\n
Just remember, “everything changes”.<\/p>\n
The ironic aspect to studying historical returns is that the 3rd year of the Presidential cycle returns is usually the strongest which for President Trump’s 2nd term is\u00a0 2027, or next year.<\/p>\n
None of this is advice or a recommendation, but only an opinion. Past performance is no guarantee of future results. All EPS and revenue is sourced from LSEG. None of the information above may be updated, and if updated, may not be done in a timely manner.<\/p>\n","protected":false},"excerpt":{"rendered":"
No question, Q1 ’26 financial results for the SP 500 companies has been nothing short of phenomenal, particularly for the…<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[123,91],"tags":[],"class_list":["post-19598","post","type-post","status-publish","format-standard","hentry","category-technology","category-weekly-earnings-update"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/19598","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=19598"}],"version-history":[{"count":10,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/19598\/revisions"}],"predecessor-version":[{"id":19611,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/19598\/revisions\/19611"}],"wp:attachment":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=19598"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=19598"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=19598"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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