Earnings Edge

Earnings Edge

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Earnings Setups for Thursday + Friday: Intel, GE Aerospace, Mobileye, P&G, Intuitive Surgical, Capital One, Alcoa, Freeport McMoRan, Abbott…
Winners and losers of the last three months:
 • Consensus Media
WBD or Bust? Recapping Netflix Results
Netflix 4Q results are just fine, but the forward outlook highlights notable margin and earnings weakness, leaving shares -5% in response:
 • Consensus Media
Better Than Feared? If So, Not By Much: Recapping DR Horton's Results
Shares of DHI are +2% against a very weak market backdrop on the back of a headline EPS ‘beat’ that benefited from warranty cost recovery (adjusted…
 • Consensus Media
Earnings Setups for Wednesday: Charles Schwab, Ally, Halliburton, Johnson & Johnson, Travelers, Kinder Morgan, and Many More
Wednesday’s winners and losers over the last three months:
 • Consensus Media
How to Trade Tuesday's Earnings from the Largest Homebuilder: DHI
The homebuilding sector has been and continues to be my favorite sector to trade.
 • Consensus Media
Earnings Setups for Tuesday: Netflix, Interactive Brokers, 3M, United Airlines, Progress Software, DR Horton, US Bank, Fifth Third, and Many…
Winners and losers of late - Netflix the worst of the bunch with banks leading the pack:
 • Consensus Media
This Week's Earnings Setups: Taiwan Semi, Delta Air Lines, Goldman Sachs, JP Morgan, Bank of America, JB Hunt, BlackRock, and Many More
Winners and Losers into this week’s results:
 • Consensus Media
Earnings Setups for This Week: Applied Digital, Tilray, Constellation Brands, Jefferies, Albertsons, Kura Sushi, WD-40, and Many More
Relative winners and losers from this week’s earnings slate:
 • Consensus Media

December 2025

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