Core Insights - The current earnings estimates for Q2 2025 for the S&P 500 index indicate a growth of +6.4% year-over-year, driven by a +3.9% increase in revenues [3][5] - The earnings season is more focused on assessing the impact of macroeconomic uncertainties rather than just the Q1 earnings results [5][20] - There has been a notable decline in earnings estimates across various sectors, particularly in Transportation, Autos, Energy, Construction, and Basic Materials [6] Earnings Performance - Total Q1 earnings for 419 S&P 500 members that have reported are up +12.2% from the same period last year, with 73.7% beating EPS estimates and 61.8% beating revenue estimates [5] - The Tech sector's earnings are expected to grow by +12.8% in Q2 with +9.9% higher revenues, although these expectations have decreased since early April [7][11] Sector-Specific Trends - The Tech sector has recently seen a reversal in earnings estimate trends, with notable improvements in estimates for major companies like Microsoft, Alphabet, and Meta [11][12] - Despite the overall downward trend in estimates, the recent adjustments in the Tech sector suggest a potential recovery in earnings expectations [11][12] Future Outlook - There is an expectation for further downward adjustments in earnings estimates as the impact of tariffs becomes more evident in economic data [20] - The modestly negative GDP read for Q1 reflects anticipatory effects of the trade regime, indicating that companies are preparing for the new levies [20]

In its upcoming report, Peloton (PTON) is predicted by Wall Street analysts to post quarterly loss of $0.06 per share, reflecting an increase of 86.7% compared to the same period last year. Revenues are forecasted to be $619.71 million, representing a year-over-year decrease of 13.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Before a company an ...

The consensus among analysts is that 'Care Margin' will reach $106.25 million. The estimate is in contrast to the year-ago figure of $94.90 million. The collective assessment of analysts points to an estimated 'Platform Contribution' of $50.60 million. The estimate is in contrast to the year-ago figure of $44.70 million. While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for k ...

Wall Street analysts expect Fox (FOXA) to post quarterly earnings of $0.93 per share in its upcoming report, which indicates a year-over-year decline of 14.7%. Revenues are expected to be $4.14 billion, up 20.2% from the year-ago quarter. Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. Before a company reveals its earnings, it is vita ...

Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short- term price performance of a stock. While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrut ...

The restaurant industry continues to navigate a dynamic environment shaped by ongoing digital innovation, evolving consumer expectations, and broader economic pressures. Although companies are exposed to tariff-related uncertainties, emphasis on alternative raw material solutions, compelling product offerings, and value propositions is likely to have aided the respective companies' performance in the first quarter. Companies in the broader Retail-Wholesale sector, such as Potbelly Corporation (PBPB) , Dine ...

The upcoming report from Light & Wonder (LNW) is expected to reveal quarterly earnings of $1.17 per share, indicating an increase of 25.8% compared to the year-ago period. Analysts forecast revenues of $808.58 million, representing an increase of 7% year over year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Before a company reveals ...

In its upcoming report, HubSpot (HUBS) is predicted by Wall Street analysts to post quarterly earnings of $1.74 per share, reflecting an increase of 3.6% compared to the same period last year. Revenues are forecasted to be $699.18 million, representing a year-over-year increase of 13.2%.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company reve ...

Wall Street analysts forecast that Cleveland-Cliffs (CLF) will report quarterly loss of $0.67 per share in its upcoming release, pointing to a year-over-year decline of 472.2%. It is anticipated that revenues will amount to $4.6 billion, exhibiting a decline of 11.6% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 59.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of ...

In its upcoming report, Groupon (GRPN) is predicted by Wall Street analysts to post quarterly loss of $0.20 per share, reflecting a decline of 433.3% compared to the same period last year. Revenues are forecasted to be $115.5 million, representing a year-over-year decrease of 6.2%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 34.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this ...