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April 26, 2025 | Tech Talk for Saturday April 26th 2025
Don Vialoux
The Bottom Line
First quarter results released to date by major North American companies have been a pleasant surprise. Most large cap companies significantly exceeded consensus earnings estimates. Equity prices responded accordingly. Strength in equity prices was recorded despite concerns about U.S. tariff wars that prompted analysts to lower earnings and revenue estimates for the remainder of 2025.
Focuses this week are on quarterly reports released by big cap technology companies.
Consensus for Earnings and Revenues for S&P 500 companies
Source: www.factset.com
Analyst estimates for earnings gains for the first quarter of 2025 increased substantially last week after reported results significantly exceeded consensus: 36% of S&P 500 companies have reported to date. Consensus for first quarter earnings now calls for a 10.1% increase on a year-over-year basis, up from 7.2% last week. Consensus for first quarter revenues growth dropped to 4.6% from 5.3%.
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Don Vialoux April 26th, 2025
Posted In: Tech Talk
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