LONDON WALLET
  • Home
  • Investing
  • Business Finance
  • Markets
  • Industries
  • Opinion
  • UK
  • Real Estate
  • Crypto
No Result
View All Result
LONDON WALLET
  • Home
  • Investing
  • Business Finance
  • Markets
  • Industries
  • Opinion
  • UK
  • Real Estate
  • Crypto
No Result
View All Result
LondonWallet
No Result
View All Result

Earnings playbook: Apple and Meta highlight the busiest week of the season

Chaim Potok by Chaim Potok
April 27, 2025
in Investing
Earnings playbook: Apple and Meta highlight the busiest week of the season
74
SHARES
1.2k
VIEWS
Share on FacebookShare on Twitter


The busiest week of the earnings season is here, as investors look to some of the biggest companies in the world for guidance on how the global trade could impact their bottom lines. More than 160 S & P 500 members are slated to report, including Apple, Meta Platforms and Microsoft. Around 180 companies have posted their results, including Google-parent Alphabet. The company exceeded earnings and revenue expectations, sending shares higher by more than 1% on Friday. Overall, about 74% of S & P 500 names have beaten earnings expectations, per FactSet. Take a look at CNBC Pro’s breakdown of what’s expected from this week’s key reports. All times are ET. Tuesday General Motors is set to report earnings in the premarket, with a call expected at 8:30 a.m. ET. Last quarter: GM reported an earnings beat , but shares fell regardless. This quarter: The auto giant is expected to report flat year-over-year sales, LSEG data shows. What to watch: The key thing investors will watch out for is any indication on how the changing trade environment could impact GM earnings going forward. UBS isn’t too optimistic about the company’s prospects, downgrading the stock earlier this month to neutral from buy. “In 2025 we now assume GMNA volumes decline -9% y/y and [GM North America] volumes will be down an additional -4% in 2026,” UBS said. What history shows: Bespoke Investment Group data shows GM beats earnings expectations 88% of the time. However, shares have fallen after two of the last three earnings releases. Coca-Cola is set to report earnings before the bell. Management is expected to hold a call at 8:30 a.m. Last quarter: KO sales easily beat expectations thanks to strong global demand . This quarter: LSEG data shows analysts see flat earnings and revenue from the year-earlier period for the beverage giant. What to watch: While many companies are expected to struggle due to U.S. tariffs, Coca-Cola is seen by some as a port in the storm. Per JPMorgan last week: “While KO is not immune to tariffs and macro headwinds, it is a relatively more defensive stock that will likely deliver among the highest [organic sales growth] in our coverage universe in 2025. While KO is a crowded long stock, we believe it can continue to work.” What history shows: Coca-Cola has beaten earnings expectations in every quarter since early 2020, per Bespoke. Though the stock averages a meager 0.1% advance on earnings days. Wednesday Meta Platforms is set to report earnings after the close. A call with analysts is expected to take place at 5 p.m. Last quarter: META reported a top-line beat, sending shares higher . This quarter: The Facebook parent is expected to post earnings and revenue growth of more than 10% from the year-earlier period, per LSEG. What to watch: Needham’s Laura Martin thinks Meta’s upcoming quarter could be a rough one. “We worry about downward revisions to FY25 revs, margins, EPS, and [free cash flow], as well as upward revisions to [capital expenditures] and reality lab losses,” the widely followed analyst said in a note. She has an underperform rating on the stock. What history shows: Meta shares tend to perform well after the company reports earnings, averaging a gain of nearly 2%, according to Bespoke. Microsoft is set to report earnings after the bell. Management is slated to hold a call at 5:30 p.m. ET. Last quarter: MSFT issued disappointing quarterly revenue guidance, sending shares lower . This quarter: The giant is expected to report earnings and revenue that reflect year-over-year growth of about 10%, LSEG data shows. What to watch: KeyBanc downgraded Microsoft to sector weight from overweight earlier in April ahead of the report, highlighting a few risks such as flattening cloud demand and a tricky AI landscape. “Overall IT budget growth in 2025 is now much lower than people have been forecasting for the last year, most of our checks said the selling environment deteriorated over the last 90 days, those that sell to the public sector are fearful, and even our stalwart, the security sub-sector, is expected to see slower growth in 2025 than previously forecast,” analyst Eric Heath wrote. What history shows: Microsoft has not done well on earnings the last three quarters, with shares declining after those reports. That includes back-to-back pullbacks of more than 6%. Thursday Apple is set to report earnings after the close, followed by a call at 5 p.m. Last quarter: AAPL got a boost in services revenue that overshadowed a miss in iPhone sales . This quarter: Analysts polled by LSEG forecast mid single-digit earnings and revenue from the iPhone maker, LSEG data shows. What to watch: Apple has been in a rut heading into Thursday’s report, as a double whammy of tariffs and a botched “Apple Intelligence” rollout have dragged the stock down more than 6% in the past month. Can the latest results assuage some investor worries? What history shows: Apple has a history of topping earnings expectations with a beat rate of nearly 90%, according to Bespoke. Amazon is set to report earnings after the bell. A call with investors is set for 5 p.m. Last quarter: AMZN issued weaker-than-expected revenue for the first quarter, overshadowing a fourth-quarter earnings beat . This quarter: Analysts expect year-over-year earnings growth of nearly 40% from the e-commerce giant, according to LSEG. What to watch: Tariffs are clouding the outlook on Amazon, leading Raymond James to downgrade the stock last week. “To be clear, we remain constructive on AI prospects/long-term investments, but with rising EBIT risk/limited monetization progress it is more challenging for us to stick with our Strong Buy rating,” the firm said . “Regardless of tariff ‘stickiness’, further supply chain/logistics diversification likely creates a drag given China … and rural U.S. DSP (11% shipping) exposures.” What history shows: Bespoke data shows Amazon has exceeded earnings estimates for eight straight quarters. However, shares have fallen after two of the last three releases, including an 8.8% plunge after the Q2 2024 numbers were posted. Get Your Ticket to Pro LIVE Join us at the New York Stock Exchange! Uncertain markets? Gain an edge with CNBC Pro LIVE , an exclusive, inaugural event at the historic New York Stock Exchange. In today’s dynamic financial landscape, access to expert insights is paramount. As a CNBC Pro subscriber, we invite you to join us for our first exclusive, in-person CNBC Pro LIVE event at the iconic NYSE on Thursday, June 12. Join interactive Pro clinics led by our Pros Carter Worth, Dan Niles and Dan Ives, with a special edition of Pro Talks with Tom Lee. You’ll also get the opportunity to network with CNBC experts, talent and other Pro subscribers during an exciting cocktail hour on the legendary trading floor. Tickets are limited!

You might also like

Tesla and Micron are overbought and could be due for a pullback with stock market at all-time high

Sachem Head is pushing for a Performance Food merger. Here’s why a deal makes sense

This is Google Flights’ ‘No. 1 advice, always’ to score cheap airfare



Source link

Share30Tweet19
Previous Post

Nottingham Forest vs Man City: FA Cup semi-final — LIVE

Next Post

El Salvador adds Bitcoin, but is complying with IMF deal — Director

Chaim Potok

Chaim Potok

Recommended For You

Tesla and Micron are overbought and could be due for a pullback with stock market at all-time high
Investing

Tesla and Micron are overbought and could be due for a pullback with stock market at all-time high

September 13, 2025
Sachem Head is pushing for a Performance Food merger. Here’s why a deal makes sense
Investing

Sachem Head is pushing for a Performance Food merger. Here’s why a deal makes sense

September 13, 2025
This is Google Flights’ ‘No. 1 advice, always’ to score cheap airfare
Investing

This is Google Flights’ ‘No. 1 advice, always’ to score cheap airfare

September 13, 2025
BlackRock’s Rick Rieder: What portfolio works best as the Fed cuts rates
Investing

BlackRock’s Rick Rieder: What portfolio works best as the Fed cuts rates

September 12, 2025
Next Post
El Salvador adds Bitcoin, but is complying with IMF deal — Director

El Salvador adds Bitcoin, but is complying with IMF deal — Director

Related News

HUMBL issued US patent for blockchain payments technology

HUMBL issued US patent for blockchain payments technology

October 17, 2024
Easter egg prices up 46% this year, but what’s behind the hike? – London Business News | London Wallet

Easter egg prices up 46% this year, but what’s behind the hike? – London Business News | London Wallet

March 6, 2025
Stocks making the biggest moves midday: Boeing, Nvidia, Autodesk, Gilead Sciences and more

Stocks making the biggest moves midday: Boeing, Nvidia, Autodesk, Gilead Sciences and more

March 19, 2025

Browse by Category

  • Business Finance
  • Crypto
  • Industries
  • Investing
  • Markets
  • Opinion
  • Real Estate
  • UK

London Wallet

Read latest news about finance, business and investing

  • Contact
  • Privacy Policy
  • Terms & Conditions

© 2025 London Wallet - All Rights Reserved!

No Result
View All Result
  • Checkout
  • Contact
  • Home
  • Login/Register
  • My account
  • Privacy Policy
  • Terms and Conditions

© 2025 London Wallet - All Rights Reserved!

Are you sure want to unlock this post?
Unlock left : 0
Are you sure want to cancel subscription?