With Q1 2021 earnings season essentially over, earnings beat even the most optimistic estimates. Valuations remain high.... Read More
With Q1 2021 earnings season nearing its end, earnings beat even the most optimistic estimates and revenue growth shot higher. Companies are increasing their guidance for coming quarters.... Read More
Q1 2021 continues as a quarter for the record books. 87% of S&P 500 companies have reported and they are beating Wall Street earnings estimates at a record pace. But valuations are far from cheap, especially in a rising-rate environment.... Read More
Q1 2021 is shaping up as a quarter for the record books as companies are beating earnings estimates at a record pace. But valuations are far from cheap, especially in a rising-rate environment.... Read More
Financials started off earnings season with huge beats, prompting analysts to revise forecasts for the quarter higher. The next two weeks will bring the major company reports.... Read More
Q1 2021 earnings season starts this week. Earnings are expected to be huge with a 24% growth rate forecasted. This is going to be needed as the S&P 500's valuation is not cheap, already pricing in a big earnings quarter.... Read More
With Q4 earnings season coming to a close, we examine the beat rate of S&P 500 stocks versus prior quarters.... Read More
479 out of 500 companies (95.8%) have reported Q4 earnings. 79% of these companies beat estimates, well above the historical average.... Read More
The story emerging from Q4 2020 earnings reports is one of a big economic rebound. Markets have been anticipating this for months and economists are now aggressively increasing their GDP forecasts. While this is all good, those concerned about inflation on the horizon may point to this as another sign of an economy on the verge of overheating.... Read More
As of February 16, 2021, 369 companies have reported quarterly earnings. A beat rate of 81.3% well exceeds the historical average of 71%. Q4 2020 earnings results continue to move higher and growth is now over 4% year-over-year.... Read More
As of Monday, February 8, 292 S&P 500 companies have reported (56%). Q4 2020 earnings growth has turned positive, with analysts expecting 3.6% growth. The beat rate is still well above average at 81%.... Read More
As of February 1, 2021, 184 companies have reported Q4 earnings. 81.5% of those who have reported beat estimates. The expected Q4 year-over-year earnings decline is now just -0.98%.... Read More
As of Monday, January 25, 2021, 62 companies have reported earnings. 87% have reported an earnings beat, much higher than the overall average of 71%.... Read More
Through Friday, just 26 S&P 500 companies have reported earnings. 25 of the 26 companies have beaten the latest Wall Street estimate. Only Delta Airlines missed. Could 2020 earnings growth turn positive?... Read More
Q4 2020 earnings season kicks off this week. What are analysts' expectations?... Read More
To-date, 463 S&P 500 companies (93%) have reported earnings. 85% beat estimates, a record pace.... Read More
To-date, 295 S&P 500 companies (59%) have reported earnings. 87% beat estimates, a record pace. Despite these good results, the outlook for stock gains is bleak given still-high valuations.... Read More
To-date, 49 S&P 500 companies (10%) have reported earnings. 84% beat estimates. The average quarterly beat rate since 2009 is 70%.... Read More
Over the long term, earnings are typically expected to increase about 9% per year. The pandemic clearly changed that, with earnings only expected to grow roughly 10% between 2020 and 2021 combined.... Read More
Q3 earnings season kicks off next week. Companies are positive, but analysts are less so.... Read More