Big Tech Earnings Incoming! Tesla, Meta, MSFT: Who Will Beat & Rise?
The Big Tech earnings season kicks off this week! $ASML Holding NV(ASML)$ surged 7% pre-market after beating estimates, leading a rebound in the semiconductor sector.
ASML Net sales: 9.26 billion euros versus 9.07 billion euros expected.
How analysts expect Mag 7 to perform?
According to FactSet, S&P 500 Q4 2024 overall earnings are expected to grow by 12.5%, with the “Magnificent 7” projected to grow 21.7% YoY, far exceeding the 9.7% growth of the remaining 493 companies.
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Against this backdrop, Tesla, Meta, and Microsoft will report earnings tonight, followed by Apple tomorrow night.
Can Big Tech continue to lead the market?
🔹 $Meta Platforms, Inc.(META)$: Expected 25% YoY earnings growth, with AI ad tools as a major revenue driver.
Historical performance: 88% chance of beating expectations, with an average +1.9% gain on earnings day.
🔹 $Microsoft(MSFT)$ : Expected 10% YoY revenue growth, with Azure cloud and AI developments in the spotlight.
Historical performance: 9 consecutive beats on earnings.
🔹 $Tesla Motors(TSLA)$ : Expected 5% YoY earnings growth, with investor focus on delivery growth recovery.
Historical performance: Shares fell on 3 of the last 5 earnings days, including two drops of over -12%.
🔹 $Apple(AAPL)$: Expected 8% YoY earnings growth, but recent downgrades have made analysts cautious about future revenue.
Historical performance: 89% chance of beating estimates, with an average +1.3% gain on earnings day.
Questions to discuss:
Will Meta’s AI-powered ads boost revenue?
Can Microsoft Azure's growth sustain its stock price?
Will Tesla’s delivery numbers restore market confidence?
Can Apple shake off recent downgrades?
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Tesla Earnings: Can it Bring Stock Back to $400?
MSFT & META Earnings: Will the Giants Bring Good News on AI?
Apple Earnings: Does a Strong Rebound Signal a Possible Beat?
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According to FactSet, S&P 500 Q4 2024 overall earnings are expected to grow by 12.5%, with the “Magnificent 7” projected to grow 21.7% YoY, far exceeding the 9.7% growth of the remaining 493 companies.
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Will Meta’s AI-powered ads boost revenue?
Can Microsoft Azure's growth sustain its stock price?
Will Tesla’s delivery numbers restore market confidence?
Can Apple shake off recent downgrades?
Leave your comments and also post to win tiger coins~
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🔹$元平臺公司(META)$：預期盈利同比增長25%，與人工智能廣告工具作爲主要的收入驅動力。
歷史表現：88%的機會超出預期，平均+1.9%收益日收益。
🔹$微軟(MSFT)$：預期收入同比增長10%，與Azure雲和人工智能發展在聚光燈下。
歷史表現：連續9拍關於收益。
🔹$特斯拉(TSLA)$：預期盈利同比增長5%，投資者重點關注交付增長復甦.
歷史表現：過去5個財報日中有3個股價下跌，包括兩滴超過-12%.
🔹$蘋果(AAPL)$：預期盈利同比增長8%，但最近降級讓分析師對未來收入持謹慎態度。
歷史表現：平均有89%的機會超出預期+1.3%收益日收益。