Revisions Tag

Revisions Have Improved But Can It Last?

24 Apr, by Knowledge Leaders Team in Markets, News

The percent of stocks in the MSCI World Index that have had positive EPS revisions compared to six months ago currently stands at 45%. Over the past 7+ years, the average level of this statistic is 56%....

Growth Expectations Are No Longer Cratering For Energy Stocks

27 Mar, by Knowledge Leaders Team in Markets

Sales and earning growth expectations for energy stocks are still pretty awful for the next fiscal year (FY1). Sales are expected to drop by 17% and earnings by a whopping -29%. However, earnings are expected to make a V-shaped rebound....

Estimates Revisions: Winners and Losers

12 Jan, by Knowledge Leaders Team in Markets

With earnings season on the horizon, we thought we’d take a quick tour of estimates around the globe.  Positive revisions to sales and earnings estimates in developed countries have hovered around 20% to 25%, respectively, over one-, three-, and six-month time periods....

Have Estimate Revisions Bottomed?

21 Oct, by Knowledge Leaders Team in Uncategorized

A few weeks ago we discussed how the USD was negatively impacting sales and EPS estimate revisions. The dollar’s rise since then has stalled somewhat which has us wondering if we have seen a bottom in sales and EPS revisions?...