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Earnings Expectations

All articles tagged with #earnings expectations

financestock-market1 year ago

"Tech Bubble Trouble: Is the Stock Market Overheating?"

Albert Edwards, the strategist who predicted the dot-com bubble, warns that concentration in the tech sector now exceeds levels seen before the 2000 crash, with earnings not keeping up with investors' expectations. While some argue that tech firms now have solid fundamentals, others see parallels between the current market and the dot-com bubble, including elevated valuations, investor FOMO, and detachment from fundamentals. The debate continues on whether tech stocks are in a bubble that's due to burst, with potential for continued outperformance if the economy remains resilient, but caution from Edwards about potential ugliness if the macro picture changes for the worse.

finance1 year ago

"Super Micro Computer Stock: A 2026 Outlook and Analyst Perspectives"

The Motley Fool contributor Parkev Tatevosian updates his forecast for Super Micro Computer stock, revising his price target for 2026 given the company's earnings expectations. The stock has already surpassed his initial price target for 2026 in less than a month, prompting a reassessment of its future performance. Tatevosian, an affiliate of The Motley Fool, may receive compensation for promoting its services, but his opinions remain independent.

business2 years ago

FedEx's Stock Plunge Sends Shockwaves Through Dow Transports

FedEx's stock plunged 10.2% in premarket trading after the company missed earnings expectations and lowered its full-year sales outlook. This drop is expected to shave about 174 points off the Dow Jones Transportation Average's price, accounting for a 1.1% decline. Combined with a decline in shares of rival United Parcel Service, the total price decline of FedEx and UPS shares would cut the Dow transports price by 201 points, or 1.25%.

finance2 years ago

Morgan Stanley warns of potential banking fallout and stock market risks.

Morgan Stanley's chief U.S. equity strategist, Mike Wilson, warns of a potential decline in earnings estimates and a long shadow cast by March stress, despite a mostly upbeat stock market. Wilson credits "defensive/high-quality characteristics and lower back-end rates" for holding up bigger indexes, but warns against breathing easy here. He uses a quote from one of Ernest Hemingway’s novels to get his point across. In “The Sun Also Rises,” a character, asked how he went bankrupt, responds: “Two ways…Gradually, then suddenly.”