From Nasdaq: 2025-05-21 18:50:00

Q1 earnings for S&P 500 members are up +11.5% with 74.2% beating EPS estimates. Retail sector earnings up +11.5%, but decline to -5.2% without Amazon. Target falls short of estimates, losing ground to Walmart. Walmart’s digital business thrives, while Target struggles with consumer spending shifts and execution issues.

Q2 earnings for S&P 500 expected to increase by +5.5%. Tech sector earnings up +12.1%, but revisions trend stabilized. Estimates have declined for 15 of 16 sectors, with Transportation, Autos, Energy, Construction, and Basic Materials hit hardest. Macro uncertainty continues to weigh on earnings estimates.

Global semiconductor manufacturing projected to grow to $803 billion by 2028. Zacks names top semiconductor stock poised for growth in AI, ML, and IoT markets. Stock has strong earnings growth and expanding customer base. Semiconductor sector offers vast growth potential in the coming years.



Read more at Nasdaq:: A Closer Look at Retail Earnings