Earnings Preview — 5177 total
BNY heads into Tuesday's pre-market Q2 release with one notable shift since earlier previews: options positioning has grown meaningfully less defensive. The put/call ratio has dropped to 1.19, now running about one…
Elevance Health arrives at its July 15 Q2 print with analysts in a clear upgrading mood, but the stock has quietly given back ground since the previous article, putting the Street's conviction to the test. The most…
First Horizon Corporation reports Q2 earnings on July 15 with a notable tailwind: analysts have been quietly raising their targets in the days before the release. The most striking pre-earnings signal is the breadth of…
TSM heads into its July 16 Q2 print with analyst conviction running higher than the stock price currently reflects. The most telling development of the past three weeks is a cluster of target-price raises that arrived…
Pinnacle Financial Partners reports second-quarter results on July 15, with the Street firmly in the bulls' corner — but the stock trading well below consensus targets leaves plenty to prove. The analyst community has…
PNC heads into Tuesday's Q2 print with the borrow market signalling almost no bearish conviction — a notable contrast to the one-sided analyst optimism documented earlier this week. The lending picture could hardly be…
Morgan Stanley arrives at Tuesday's Q2 print having recovered sharply from the mid-June consolidation that defined the last preview — yet options traders have not abandoned their defensive posture even as the stock…
M&T Bank heads into its July 15 Q2 print with analysts raising targets across the board — yet conspicuously stopping short of upgrading the stock. The pre-earnings analyst activity is the standout story. Multiple firms…
Equifax reports Q2 results on July 15 with the short base continuing to unwind, the borrow market increasingly uncrowded, and a Street consensus that is broadly constructive — but the stock has given back ground since…
Abbott Laboratories heads into its July 15 Q2 print with a Street that remains broadly positive but has quietly trimmed expectations since the last report. The options market is sending a calm signal ahead of the…
Wells Fargo heads into its July 14 Q2 earnings report with options hedging at its lightest in months, peers lifting alongside it, and short sellers offering essentially no signal either way. The options picture has…
UnitedHealth Group enters its July 14 Q2 print having given back a fraction of June's recovery — the stock closed Thursday at $424.62, down 1.6% on the day but still up nearly 3% on the month and roughly 42% above…
STT heads into its July 14 Q2 print carried by the broadest pre-earnings analyst upgrade wave the stock has seen in recent memory. The analyst consensus has shifted decisively more constructive. Every major firm that…
PGR heads into Tuesday's July 15 earnings release with options traders turning measurably more defensive, even as the stock has pulled back slightly from the highs that triggered last week's analyst scramble. The…
OMC heads into its July 14 Q2 print with one of the more contradictory positioning setups in the advertising sector: short sellers have been aggressively covering, while the company's own executives were selling into…
NGG heads into its July 14 results with the most notable pre-earnings signal coming not from short sellers — who remain largely absent — but from the options market, which has turned sharply more defensive in the past…
Johnson & Johnson heads into Tuesday's Q2 print having given back a chunk of its recent rally, with the stock now trading below even the updated analyst consensus mean. The price reversal is the sharpest development…
JPMorgan Chase reports Q2 earnings on July 14 with the stock at $336.47 — up 7.6% over the past month — and the analyst community visibly scrambling to keep pace. The most notable pre-earnings development is the…
Goldman Sachs arrives at Monday's Q2 earnings report having reclaimed most of the ground lost in June's selloff, with the stock up 3.3% on the week to $1,055 — and the positioning picture consistent with what prior…
Citigroup heads into its July 14 Q2 print with the analyst community more constructive than it has been in years — but the stock has already outrun several freshly raised targets, leaving the earnings release to…
