Sheraz Mian | TalkMarkets | Page 12
Director of Research at Zacks
Sheraz Mian is the Director of Research at Zacks, in which capacity he leads the 60 analyst equity research team covering over 1,000 stocks, including the entire S&P 500. He oversees the creation of all commentary as well as the various subscription services. He also manages the Zacks Focus ...more

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Is Big Tech Growth Really Decelerating?
We now have Q2 results from 296 S&P 500 members. The perfect alignment of stars last year for the big tech companies was a unique opportunity - in other words, we will see growth decelerate over the next few quarters.
Big Tech Earnings Preview: Apple, Amazon And Other Market Movers
Technology stocks have been less than stellar performers this year.
Q2 Earnings Reports Confirm Economic Boom Ahead
The Q2 reporting cycle accelerates meaningfully this week, with more than 250 companies on deck to report results.
Previewing Q2 FY21 Bank Earnings
We expect continued momentum along the trends set in 2021 Q1, with the core banking business still reporting weak loan demand.
Durable Earnings Growth Expected
Total Q2 S&P 500 earnings are currently expected to be up +61.9% from the same period last year on +18.2% higher revenues.
Making Sense Of Q2 Earnings Season Expectations
Given how strong earnings surprises turned out to be in the preceding reporting cycle (2021 Q1), the final earnings growth tally for 2021 Q1 could be as high as +80%.
Is It Just Easy Comps Giving Us Strong Earnings Growth?
One unique aspect of all current economic and earnings data is the distortion caused by comparisons to last year’s numbers.
Handicapping The Q2 2021 Earnings Season
Positive revisions to estimates is the part of earnings that provides the most convincing fundamental rationale for stocks to build on their values.
Looking Ahead To Q2 Earnings Season
The strong earnings growth in Q1 and the even stronger growth expected in Q2 is reflective of genuine growth in the absolute sense, not just a result of easy comparisons.
Revved Up Auto Sector Earnings Outlook
Looking at Q1 as a whole, total earnings for the S&P 500 index are expected to up +46.7% on +9.5% higher revenues.
Earnings Estimates From Q1 Keep Going Up
The picture emerging from the Q1 earnings season is one of all-around strength and momentum, even though big slices of the economy are still dealing with the pandemic’s impacts.
Earnings Boom For Housing And Construction
Unlike the market’s tepid response to the blockbuster Tech sector results, the post-release stock market reaction has been strongly positive for the Construction stocks.
Navigating The Market As We Look Past The Pandemic
​​​​​​​The stock market’s rebound from last year’s March lows that got a fresh boost from favorable vaccine announcements reflected a best-case scenario for the U.S. economy. The economy enjoyed a strong rebound as +6.4% Q1 GDP growth rate shows.
Big Tech's Best Growth Days May Be Behind It
A big picture view of the ‘Big 5’ players as well as the sector as a whole shows a decelerating growth trend. That said, unlike this ‘quarterly view’, the annual picture shows a lot more stability.
Previewing Big Tech Earnings
Technology stocks have been less than stellar performers this year.
Big Banks Foreshadow The Improving 2021 Earnings Picture
We are off to a great start in the Q1 earnings season.
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