LIVE MARKETS-US profit view inched up last week; top tech results ahead

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US PROFIT VIEW INCHED UP LAST WEEK; TOP TECH RESULTS AHEAD

Estimated earnings growth for S&P 500 .SPX companies for the fourth quarter of 2025 inched up slightly last week compared with the week before, with results in from 64 of the companies as of Friday, according to LSEG.

Overall year-over-year earnings growth for the quarter is now seen at 9.2%, up from 9.0% the week before and 8.9% on January 1, the data shows. In 2026, S&P 500 earnings are expected to climb 15.2%.

But about one-fifth of the S&P 500 is due to report quarterly results this week, including four of the "Magnificent 7" megacap companies - Apple AAPL.O, Microsoft MSFT.O, Meta Platforms META.O and Tesla TSLA.O.

So far, about 80% of S&P 500 earnings reports for the fourth quarter have beaten analysts' earnings expectations.

Moreover, Nick Raich, CEO of The Earnings Scout, writes in a research note on Monday that outlooks in reports so far "are materially stronger than those provided three, six, and nine months ago, marking the strongest estimate revision trend we have observed in over five years."

"While headline noise has increased, the most important signal remains the direction and magnitude of overall S&P 500 EPS expectations," he adds.

(Caroline Valetkevitch)

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