From Nasdaq: 2025-03-05 18:30:00

Total earnings for the 491 S&P 500 companies that have reported results are up +14.8% from last year, with +5.8% higher revenues. 76.4% beat EPS estimates and 65.2% beat revenue estimates. In the Retail sector, 98.3% of companies reported, with earnings up +28.8% and revenues up +6.0%. Tariffs are impacting retailers like Target and Best Buy, leading to lower guidance and margin pressure.

The Tech sector continues to show strong growth, with Q4 earnings expected to be up +25.9% from last year on +11.3% higher revenues. However, recent data shows a shift in earnings outlook, with revisions trend on the decline. Total S&P 500 earnings for 2025 Q1 are expected to be up +6.1% from last year, with several sectors experiencing downward revisions in estimates.

A top semiconductor stock is recommended for investment, with strong earnings growth and potential for expansion in AI, ML, and IoT markets. Global semiconductor manufacturing is projected to grow significantly by 2028. This stock offers an opportunity for growth in the booming semiconductor industry.



Read more at Nasdaq:: Analyzing Retail Earnings in a High-Tariff Economy