********S&P 500 Q1 Earnings Strong: >25% Beats, Record Revisions to $342 EPS********
Key Questions
How strong were S&P 500 Q1 earnings?
S&P earnings beat estimates by over 25%, with record positive revisions pushing 4Q forward EPS to $342.49 at PE 20.9x. Resilient demand noted in MS/Wilson/NFLX/NDAQ/Intel.
What companies are key in upcoming earnings?
Mag7 stocks like AMZN/GOOGL/MSFT/META/AAPL/TSLA loom large amid AI capex. Strong beats continue seasonal trends.
What risks accompany the earnings strength?
Dispersion unwind risks persist into the week with oil pressures and seasonal sine-wave. AI capex and resilient demand provide support.
S&P earnings >25% beats/record positive revisions 4Q fwd EPS $342.49 PE20.9x resilient demand MS/Wilson/NFLX NDAQ Intel; Mag7 AMZN/GOOGL/MSFT/META/AAPL/TSLA loom amid AI capex/oil/seasonal sine-wave into week/dispersion unwind risks.
Sources (2)
Updated Apr 26, 2026