94 集
FactSet Weekly Earnings Insight FactSet
-
- 商業
In this weekly podcast, Senior Earnings Analyst John Butters provides an update on S&P 500 corporate earnings and related topics. The podcast delivers analysis and commentary on trends in corporate earnings data for the S&P 500 including revisions to estimates, year-over-year growth, performance relative to expectations, and valuations.
-
Largest Cuts to EPS Estimates in 2 Years
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500. He then takes a deeper look at earnings estimate revisions by analysts and earnings guidance issued by S&P 500 companies for Q3.
-
Analysts Project 26% Price Increase for S&P 500
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500. He then discusses the bottom-up target price for the S&P 500 as a whole and individual sectors.
-
Fewer "Buy" Ratings on S&P 500 Stocks
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500. He then discusses ratings on S&P 500 stocks, specifically looking at aggregate sector-level ratings.
-
More S&P 500 Companies Citing "Recession" on Calls
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500. He then discusses the unusually high number of S&P 500 companies that cited the term "recession" on their earnings calls for the second quarter.
-
Q3 Earnings Estimates Falling
FactSet Senior Earnings Analyst John Butters provides a final update of the key metrics for the second quarter earnings season for the S&P 500. He then discusses downward revisions to EPS estimates for S&P 500 companies for the third quarter, which have been larger than average.
-
Market Not Punishing Negative Surprises
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the S&P 500, as we're just finished the final peak week of the earnings season. He then discusses the price reactions to positive and negative EPS surprises reported by S&P 500 companies for the second quarter.