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	<title>Search Results for &#8220;earnings revision&#8221; &#8211; ISABELNET</title>
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	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;earnings revision&#8221; &#8211; ISABELNET</title>
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	<item>
		<title>Cumulative YTD Change in Consensus 2027 EPS Estimates</title>
		<link>https://www.isabelnet.com/u-s-earnings-revision/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 18 May 2026 08:30:12 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Cumulative YTD Change in Consensus 2027 EPS Estimates AI infrastructure and energy are carrying the bulk of S&#38;P 500 EPS revisions, while the rest of the market is barely moving. Strip those sectors out and 2027 estimates are flat year to date. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Equity Positioning and Earnings Growth</title>
		<link>https://www.isabelnet.com/discretionary-equity-positioning/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 15 May 2026 08:31:17 +0000</pubDate>
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					<description><![CDATA[Equity Positioning and Earnings Growth Positioning in equities continues to lag S&#38;P 500 earnings growth, leaving scope for the rally to run if revisions hold up and macro risks remain contained. That dynamic could pull more capital into equities. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>U.S. ISM Manufacturing Index vs. S&#038;P 500 EPS Annual % Change</title>
		<link>https://www.isabelnet.com/ism-manufacturing-index-vs-sp-500-eps-annual-change/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 13 May 2026 08:33:25 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. ISM Manufacturing Index vs. S&#38;P 500 EPS Annual % Change With the ISM Manufacturing Index and S&#38;P 500 earnings growth moving hand in hand, either ISM climbs into the high 50s as the cycle heats up, or earnings estimates reset lower. At this point in the cycle, the revisions tend to come first. Image:&#8230;]]></description>
		
		
		
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		<title>Discretionary Positioning and Ex-MCG &#038; Tech Earnings Growth</title>
		<link>https://www.isabelnet.com/discretionary-investor-positioning/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 29 Apr 2026 08:30:54 +0000</pubDate>
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		<guid isPermaLink="false">https://www.isabelnet.com/?p=123631</guid>

					<description><![CDATA[Discretionary Positioning and Ex-MCG &#38; Tech Earnings Growth Discretionary positioning continues to lag earnings growth beyond MCG and Tech, leaving upside on the table if revisions hold and macro risks stay in check. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>Change in 12-Month Forward EPS for S&#038;P Tech Sector Firms</title>
		<link>https://www.isabelnet.com/sp-500-quarterly-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 20 Apr 2026 08:30:49 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Change in 12-Month Forward EPS for S&#38;P Tech Sector Firms Nearly all of the year-to-date increase in S&#38;P tech forward earnings traces back to SanDisk and Micron. Excluding those names, revisions look subdued and the growth narrative starts to look less convincing. Image: Bloomberg]]></description>
		
		
		
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		<title>EPS Revisions</title>
		<link>https://www.isabelnet.com/eps-revisions-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 16 Apr 2026 08:30:32 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=84891</guid>

					<description><![CDATA[EPS Revisions Upward EPS revisions across the S&#38;P 500, the STOXX 600, and particularly MSCI EM, point to rising confidence in 2026 earnings, with momentum still leaning toward strength. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Equity Positioning and S&#038;P 500 EPS Growth</title>
		<link>https://www.isabelnet.com/discretionary-investors-equity-positioning-vs-sp-500-eps-revision-ratio/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 13 Apr 2026 08:30:42 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=123937</guid>

					<description><![CDATA[Equity Positioning and S&#38;P 500 EPS Growth Equity positioning is bracing for a sharp earnings slowdown, but recent data are undermining that story. If the gloom fades, risk appetite may rebound fast and lift stocks. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>S&#038;P 500 Earnings Revision Breadth</title>
		<link>https://www.isabelnet.com/seasonality-weekly-change-in-earnings-revisions-breadth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 10 Feb 2026 09:30:55 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=74133</guid>

					<description><![CDATA[S&#38;P 500 Earnings Revision Breadth The relationship isn&#8217;t perfect, but S&#38;P 500 EPS revision breadth has often led market moves, showing a strong historical link with the index&#8217;s six‑month trailing returns. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Citi U.S. Earnings Revision Index and S&#038;P 500 Index</title>
		<link>https://www.isabelnet.com/sp-500-earnings-revisions-breadth-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 20 Nov 2025 09:30:20 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=52053</guid>

					<description><![CDATA[Citi U.S. Earnings Revision Index and S&#38;P 500 Index The S&#38;P 500&#8217;s bull market remains firmly in place, with upside potential into 2026 fueled by earnings upgrades and upbeat corporate guidance. Image: Bloomberg]]></description>
		
		
		
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		<title>S&#038;P 500 and Stoxx600 &#8211; Q3 2025 Reporting Season Calendar</title>
		<link>https://www.isabelnet.com/sp-500-next-calendar-year-eps-revision-august-through-december/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 22 Oct 2025 08:30:25 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=73894</guid>

					<description><![CDATA[S&#038;P 500 and Stoxx600 &#8211; Q3 2025 Reporting Season Calendar About 16% of S&#38;P 500 firms report earnings this week, but the real test comes next week, with roughly 44% set to deliver results—a pivotal moment that could set the tone for the rest of the season. Image: J.P. Morgan]]></description>
		
		
		
			</item>
		<item>
		<title>Bottom-Up Consensus S&#038;P 500 EPS Estimates</title>
		<link>https://www.isabelnet.com/bottom-up-consensus-sp-500-eps-estimates/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 30 Jun 2025 08:31:20 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=72083</guid>

					<description><![CDATA[Bottom-Up Consensus S&#038;P 500 EPS Estimates Bottom-up consensus estimates show S&#38;P 500 EPS growth slowing to 4% year-over-year in Q2 2025, highlighting a cautious earnings environment amid ongoing revisions and sector challenges. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Earnings &#8211; S&#038;P 500 Consensus EPS Revision</title>
		<link>https://www.isabelnet.com/earnings-sp-500-consensus-eps-revision/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 12 May 2025 08:30:01 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=75244</guid>

					<description><![CDATA[Earnings &#8211; S&#038;P 500 Consensus EPS Revision The 2025 EPS revision trend follows historical patterns. With high initial estimates and ongoing macroeconomic uncertainty, investors should stay alert for possible further downward adjustments. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 Forward Earnings and U.S. Dollar Index</title>
		<link>https://www.isabelnet.com/sp-500-earnings-revisions-vs-u-s-dollar-index-dxy/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 25 Apr 2025 08:32:55 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=74478</guid>

					<description><![CDATA[S&#038;P 500 Forward Earnings and U.S. Dollar Index The weakening U.S. dollar is raising significant concerns for U.S. corporate earnings, particularly through its interplay with tariffs and global economic uncertainty. Image: Bloomberg]]></description>
		
		
		
			</item>
		<item>
		<title>Consensus Earnings Estimates</title>
		<link>https://www.isabelnet.com/revision-to-consensus-earnings-estimates/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 22 Apr 2025 08:29:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=60558</guid>

					<description><![CDATA[Consensus Earnings Estimates Despite economic uncertainties and potential tariff impacts, downward revisions to 2025 EPS estimates have remained modest, underscoring their resilience. Image: J.P. Morgan Asset Management]]></description>
		
		
		
			</item>
		<item>
		<title>EPS Growth Estimate</title>
		<link>https://www.isabelnet.com/sp-500-eps-growth-estimates/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 03 Mar 2025 09:31:23 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=42760</guid>

					<description><![CDATA[EPS Growth Estimate Despite a downward revision, consensus 2025 EPS growth estimates still project strong earnings growth. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Stocks &#8211; High Quality Relative Earnings Revisions Breadth and High Quality Factor Relative Performance</title>
		<link>https://www.isabelnet.com/fms-investors-net-saying-high-quality-earnings-will-beat-low-quality-earnings/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 11 Jan 2025 09:29:59 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=75792</guid>

					<description><![CDATA[Stocks &#8211; High Quality Relative Earnings Revisions Breadth and High Quality Factor Relative Performance In a late-cycle market, investors looking for stability might find high-quality stocks appealing, given their historical ability to provide robust protection against both market volatility and economic downturns. Image: Morgan Stanley Research]]></description>
		
		
		
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		<title>S&#038;P 500 Earnings Revisions Breadth and S&#038;P 500 YoY Performance</title>
		<link>https://www.isabelnet.com/sp-500-earnings-revisions-breadth-and-sp-500-yoy-performance/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 12 Nov 2024 09:30:07 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=18178</guid>

					<description><![CDATA[S&#038;P 500 Earnings Revisions Breadth and S&#038;P 500 YoY Performance The divergence between earnings revisions and S&#38;P 500 performance suggests that investors are looking beyond current analyst estimates, potentially betting on stronger-than-expected corporate performance. Image: Morgan Stanley Research]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Earnings Estimate Revision Ratio</title>
		<link>https://www.isabelnet.com/sp-500-earnings-estimate-revision-ratio/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 08 May 2024 08:30:06 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=97405</guid>

					<description><![CDATA[S&#38;P 500 Earnings Estimate Revision Ratio The S&#38;P 500 earnings estimate revision ratio has shown significant improvement, reflecting positive trends in earnings and expectations. Image: BofA US Equity &#38; Quant Strategy]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 Earnings Revisions Breadth</title>
		<link>https://www.isabelnet.com/sp-500-earnings-revisions-breadth-3/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 07 Nov 2023 09:30:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=61146</guid>

					<description><![CDATA[S&#038;P 500 Earnings Revisions Breadth Earnings revisions breadth for both large and small caps has returned to negative territory, which means that the overall sentiment and expectations for future earnings have worsened. Image: Morgan Stanley Research]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Earnings Revisions Breadth vs. S&#038;P 500 YoY</title>
		<link>https://www.isabelnet.com/sp-500-earnings-revisions-breadth-vs-sp-500-yoy/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 25 Oct 2023 08:31:46 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=48661</guid>

					<description><![CDATA[S&#038;P 500 Earnings Revisions Breadth vs. S&#038;P 500 YoY With yields no longer supporting high valuations, earnings growth is expected to be the main factor driving U.S. equity returns in the near future. Image: Morgan Stanley Research]]></description>
		
		
		
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