Sheraz Mian | TalkMarkets | Page 6
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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Technology Sector Market Gains Are Driven By Fundamentals
We now have results from 80.9% of our tech sector’s market capitalization in the S&P 500 index. Total Q2 earnings for theTech companies are -2.3% from Q2 last year on -0.2% lower revenues, with 83% beating EPS estimates.
How To Make The Most Of Today's Market - Friday, Aug. 4
A handy metric to keep an eye on for growth outlook is the spread between the 2-year and 10-year treasury bond yields.
Green Shoots Emerging From The Earnings Landscape
With a little over half of June-quarter results already out, we can confidently call the overall earnings picture reassuringly stable and resilient.
Will Big Tech Earnings Keep The Rally Going?
Improved clarity on top-line trends will help solidify the nascent favorable revisions trend and undergird the group’s impressive stock market momentum.
Q2 Earnings Scorecard And Analyst Reports
We now have Q2 results from 38 S&P 500 members.
Q2 Earnings Season: A Good Start So Far
Including this morning’s big bank results, we now have Q2 earnings season results from 30 S&P 500 members.
Q2 Results Likely To Reflect A Stabilizing Earnings Picture
For 2023 Q2, S&P 500 earnings are expected to decline -9.8% from the same period last year on -0.4% lower revenues.
The Q2 Earnings Season Kicks Off
The June quarter earnings reporting cycle will start grabbing the market’s attention this week, with the big banks coming out with their Q2 results.
The Earnings Picture Refuses To Weaken
​​​​​​​There is no shortage of market skeptics who see this year’s gains as without a fundamental basis and support.
Q2 Earnings: What Can Investors Expect?
Aggregate earnings estimates for 2023 peaked in April last year and consistently came down since then.
Q2 Earnings: An Early Preview
Earnings estimates in the aggregate for the S&P 500 index have come down only a touch since the start of April, with several sectors starting to see positive estimate revisions.
Breaking Down The Big 7 Tech Players' Outsized Roles
Excluding the contribution from the ‘Big 7 Tech Players’, Q2 earnings for the remaining 493 S&P 500 members would be down -12% on -1.3% lower revenues.
Assessing The Construction Sector's Favorable Earnings Outlook
The Construction sector has been notably experiencing a trend reversal lately, with estimates for the group notably moving higher since the start of April 2023.
Q1 Earnings: Can Artificial Intelligence (AI) Sustain Momentum?
The earnings outlook for the ‘Big 5 Tech Players’ has steadily improved lately. Total Q1 earnings for the group were essentially flat (down -0.4%) on +4.3% higher revenues.
Dissecting Retail Earnings And Shifting Consumer Spending Trends
It is no surprise that the combined weight of elevated inflation, rising interest rates, and uncertainty about the economy has forced consumers to change their spending behavior.
Retail Earnings Looming - What To Expect
Walmart and Target are on deck to report quarterly results this week.
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