From Nasdaq: 2025-02-07 16:24:00

The ongoing Q4 earnings season is crucial for closing the books on 2024. Tech leaders like the Mag 7 have underwhelming results due to massive AI-centric capex budgets. However, overall earnings remain strong, with expectations of significant growth in 2025 and beyond.

Aggregate 2025 earnings are expected to be $2.352 trillion, up +13.5% from 2024. Growth in 2025 is expected to be broad-based across 15 of the 16 Zacks sectors, with positive earnings growth. Excluding the Tech sector, the rest of the S&P 500 is expected to see +11.9% earnings growth in 2025.

Q4 earnings for 308 S&P 500 members show +13.8% earnings growth from last year. 77.3% beat EPS estimates, with 64.9% beating revenue estimates. The overall earnings picture shows solid growth, with 2025 and 2026 expected to have double-digit earnings growth.

Nuclear energy is gaining traction globally, with leaders from 22 countries committing to tripling nuclear energy capacities. This transition could lead to significant profits for nuclear-related stocks. Download the Atomic Opportunity report to explore key players and technologies driving this opportunity.

Key earnings reports this week include blue-chip players like McDonald’s, DuPont, and CVS, as well as up-and-coming players like Shopify, Lyft, and DoorDash. Shopify is expected to bring in 44 cents in EPS on $2.72 billion in revenues, with year-over-year gains of +29.4% and +27%, respectively.



Read more at Nasdaq:: These 5 Charts Explain the Current Earnings Outlook