Posts Tagged ‘earnings’

Over Shooting Expectations

Friday, May 1st, 2009

In the first week of March 2009, the sentiment on Wall Street was very negative. Analysts started adjusting their earnings expectations down to match sentiment. By the end of the week the sellers were overtaken by buyers and now the stock market has moved over 20% in record time.

The general expectation was that the stock market would retrace some in April due to earnings season. So far nearly two thirds of earnings released have beaten expectations. Since expectations have been better than expected, the stock market has held up.


Sales and earnings for most of the companies who released are way off over last year. Companies who beat typically had their earnings expectations adjusted lower at one point during the first quarter.

When the market was heading into the abyss of 6500 on the Dow Industrial average, Wall Street lowered their expectations of the future. Expectations now are being raised since the market has made a record jump to speedy recovery.

Wall Street seems to always over shoot their expectations. When they are bearish, the worst is expected. When Wall Street is bullish, the best case is expected. Expectations are just that, what someone expects to happen.

The markets generally move on expectations. If expectations are high then the bear is advantaged. If expectations are low, then the bulls have the leg up. Can the lofty expectations being set now be achieved? Some of Wall Street is starting to forecast the conclusion to this financial crisis by summer’s end, what if it does not happen?

Earnings Expectations

Sunday, April 26th, 2009

So the long awaited earnings season is upon us and overall the market is holding up rather well. Earning either miss, meet or exceed expectations. Surprisingly many companies are exceeding expectations, even though the last quarter had been extremely challenging. But does missing, meeting or exceeding earnings expectation constitute good earnings?

On Thursday April 23rd, 2009 Microsoft released earnings that met expectations. Expectations were for 39 cents (excluding 6 cents in charges) a share which they met. Year over year earnings fell 32% from the same period last year. 60 days ago earnings estimates were for 40 cents a share.

On Thursday April 23rd, 2009 American Express released earning which exceeded expectations. Expectations were for 12 cents a share and they reported 31 cents a share. Year or year earnings fell 56% from the same period last year. 60 days ago earnings estimates were for 28 cents a share.


On Thursday April 23rd, 2009 Amgen reported earnings which missed expectations. Expectations were for $1.15 a share and they reported $1.08 a share. Year over year earnings fell 4% from the same period last year. 60 days ago earnings estimates were for $1.16 a share.

All three companies’ earnings are down year of year. The company who exceeded expectations actually saw the largest decrease in earnings year over year. The company who missed expectations saw the smallest decline in earnings year over year.

What are more important, expectations or actual earnings? Earnings are the product of companies; expectations are the product of Wall Street. In the above examples the expectations seemed to give the assumption that the company whose earnings are down the most year over year is doing better than the other two examples. What do you think?