From Nasdaq: 2025-02-12 18:56:00

In the latest earnings trends report, over two-thirds of S&P 500 companies have reported Q4 earnings, showing a growth of +12.7% from last year with +5.8% higher revenues. The ‘Magnificent 7’ group is expected to have a +29.6% earnings increase. Sectors like Aerospace, Consumer Discretionary, and Medical are also showing double-digit growth.

Notable reports from Coca-Cola and CVS have shown strong performance despite market lag. Coca-Cola saw an +11.8% revenue increase in Q4, while CVS shares rose on an earnings beat. The tech sector continues to drive growth, with Q4 earnings expected to rise by +23.8% and revenue by +11.0%, marking the 6th consecutive quarter of double-digit earnings growth.

However, there is a shift in the tech sector’s earnings outlook, as the recent data shows a change in the revisions trend. Total S&P 500 earnings for 2025 are expected to grow by +13.5%, with most sectors contributing to the growth. The expectation is for double-digit earnings growth in the next two years, showcasing a broader base for earnings growth across sectors.

A new semiconductor stock is making waves with strong earnings growth and expanding market demand for AI, ML, and IoT technologies. The global semiconductor market is projected to reach $803 billion by 2028. This stock is positioned to capitalize on this growth trend, offering potential for substantial returns in the semiconductor industry.



Read more at Nasdaq:: Breaking Down the Current Earnings Outlook