Latest news with #TrefisHighQuality
Forbes
30-07-2025
- Business
- Forbes
Sell AbbVie Stock Ahead of Its Upcoming Earnings?
CHONGQING, CHINA - APRIL 20: In this photo illustration, the AbbVie logo is displayed on a ... More smartphone screen, with the company's branding blurred in the background, on April 20, 2025, in Chongqing, China. (Photo illustration by) AbbVie (NYSE:ABBV) is scheduled to release its earnings report on Thursday, July 31, 2025. For event-driven traders, understanding historical stock performance around earnings announcements can be a valuable tool. Over the past five years, ABBV has experienced a negative one-day return following its earnings announcements in 65% of instances. The median decline on these days was -1.3%, with a maximum one-day drop of -7.3%. While the actual results relative to consensus estimates will heavily influence the stock's immediate reaction, these historical patterns offer insights that could inform trading decisions. Traders can approach this event in two ways: Current consensus estimates project AbbVie to report earnings of $2.91 per share on sales of $15.03 billion. This compares to earnings of $2.65 per share on sales of $14.46 billion in the same quarter last year. From a fundamental perspective, AbbVie currently has a market capitalization of $333 billion. Over the last twelve months, the company generated $57 billion in revenue, achieved $13 billion in operating profits, and reported a net income of $4.2 billion. That said, if you seek upside with lower volatility than individual stocks, the Trefis High Quality portfolio presents an alternative – having outperformed the S&P 500 and generated returns exceeding 91% since its inception. Also, see – Buy Or Sell SOFI Stock At $24?See earnings reaction history of all stocks AbbVie's Historical Odds Of Positive Post-Earnings Return Some observations on one-day (1D) post-earnings returns: Additional data for observed 5-Day (5D), and 21-Day (21D) returns post earnings are summarized along with the statistics in the table below. ABBV 1D, 5D, and 21D Post Earnings Return Correlation Between 1D, 5D, and 21D Historical Returns A relatively less risky strategy (though not useful if the correlation is low) is to understand the correlation between short-term and medium-term returns post earnings, find a pair that has the highest correlation, and execute the appropriate trade. For example, if 1D and 5D show the highest correlation, a trader can position themselves "long" for the next 5 days if 1D post-earnings return is positive. Here is some correlation data based on 5-year and 3-year (more recent) history. Note that the correlation 1D_5D refers to the correlation between 1D post-earnings returns and subsequent 5D returns. ABBV Correlation Between 1D, 5D and 21D Historical Returns Learn more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (combination of all 3, the S&P 500, S&P mid-cap, and Russell 2000), to produce strong returns for investors. Separately, if you want upside with a smoother ride than an individual stock like AbbVie, consider the High Quality portfolio, which has outperformed the S&P, and clocked >91% returns since inception.
Forbes
29-07-2025
- Business
- Forbes
Should You Buy F5 Stock Ahead of Its Upcoming Earnings?
CANADA - 2025/01/30: In this photo illustration, the F5, Inc. logo is seen displayed on a smartphone ... More screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) F5 (NASDAQ:FFIV) is set to report its earnings on Wednesday, July 30, 2025, after market close. For event-driven traders, understanding the stock's historical behavior around earnings releases can provide valuable insights, though actual results compared to consensus expectations will ultimately dictate market reaction. Looking at the past five years, F5's stock has shown a positive one-day return in 58% of instances following earnings announcements. When positive, the median gain was 6.2%, with a maximum one-day positive return of 13.0%. This indicates a historical tendency for significant upward movement after favorable reports. Event-driven traders typically employ two main strategies when approaching earnings: Analysts expect F5 to report earnings of $3.50 per share on revenues of $752.6 million for the upcoming quarter. This would mark an increase compared to the year-ago quarter, where the company reported earnings of $3.36 per share on sales of $695.5 million. From a fundamental perspective, F5 currently has a market capitalization of $17 billion. Over the last twelve months, the company generated $2.9 billion in revenue, demonstrating operational profitability with $730 million in operating profits and a net income of $621 million. That said, if you seek upside with lower volatility than individual stocks, the Trefis High Quality portfolio presents an alternative – having outperformed the S&P 500 and generated returns exceeding 91% since its inception. Separately, see – QuantumScape: QS Stock To $0?See earnings reaction history of all stocks F5's Historical Odds Of Positive Post-Earnings Return Some observations on one-day (1D) post-earnings returns: Additional data for observed 5-Day (5D), and 21-Day (21D) returns post earnings are summarized along with the statistics in the table below. FFIV 1D, 5D, and 21D Post Earnings Return Correlation Between 1D, 5D, and 21D Historical Returns A relatively less risky strategy (though not useful if the correlation is low) is to understand the correlation between short-term and medium-term returns post earnings, find a pair that has the highest correlation, and execute the appropriate trade. For example, if 1D and 5D show the highest correlation, a trader can position themselves "long" for the next 5 days if 1D post-earnings return is positive. Here is some correlation data based on 5-year and 3-year (more recent) history. Note that the correlation 1D_5D refers to the correlation between 1D post-earnings returns and subsequent 5D returns. FFIC Correlation Between 1D, 5D and 21D Historical Returns Learn more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (combination of all 3, the S&P 500, S&P mid-cap, and Russell 2000), to produce strong returns for investors. Separately, if you want upside with a smoother ride than an individual stock like F5, consider the High Quality portfolio, which has outperformed the S&P, and clocked >91% returns since inception.
Forbes
29-07-2025
- Business
- Forbes
How Will eBay Stock React To Its Upcoming Earnings?
CHONGQING, CHINA - JULY 28: In this photo illustration, a person holds a smartphone displaying the ... More logo of eBay Inc. (NASDAQ: EBAY), a global e-commerce company known for its online consumer-to-consumer and business-to-consumer sales platform, with the company name visible in the background, on July 28, 2025 in Chongqing, China. (Photo illustration by) eBay (NASDAQ:EBAY) is scheduled to report its earnings on Wednesday, July 30, 2025. For event-driven traders, understanding the historical stock reaction to earnings announcements can provide valuable context, even as the actual results against consensus expectations will heavily influence market movement. Over the past five years, eBay's stock has shown a notable tendency toward negative one-day returns following earnings releases. In 65% of instances, the stock has experienced a negative one-day return, with a median decline of -7.5% and a maximum one-day drop of -11.7%. This consistent negative reaction highlights a potential pattern for traders to consider. Given this historical behavior, event-driven traders can consider two main strategies: Analysts are currently projecting eBay to report earnings of $1.30 per share on revenues of $2.64 billion. This represents an increase compared to the year-ago quarter, when eBay reported earnings of $1.18 per share on sales of $2.57 billion. From a fundamental perspective, eBay currently has a market capitalization of $38 billion. Over the last twelve months, the company generated $10 billion in revenue, demonstrating operational profitability with $2.3 billion in operating profits and a net income of $2.0 billion. That said, if you seek upside with lower volatility than individual stocks, the Trefis High Quality portfolio presents an alternative - having outperformed the S&P 500 and generated returns exceeding 91% since its inception. Also, see – QuantumScape: QS Stock To $0? See earnings reaction history of all stocks eBay's Historical Odds Of Positive Post-Earnings Return Some observations on one-day (1D) post-earnings returns: Additional data for observed 5-Day (5D), and 21-Day (21D) returns post earnings are summarized along with the statistics in the table below. EBAY 1D, 5D, and 21D Post Earnings Return Correlation Between 1D, 5D, and 21D Historical Returns A relatively less risky strategy (though not useful if the correlation is low) is to understand the correlation between short-term and medium-term returns post earnings, find a pair that has the highest correlation, and execute the appropriate trade. For example, if 1D and 5D show the highest correlation, a trader can position themselves "long" for the next 5 days if 1D post-earnings return is positive. Here is some correlation data based on 5-year and 3-year (more recent) history. Note that the correlation 1D_5D refers to the correlation between 1D post-earnings returns and subsequent 5D returns. EBAY Correlation Between 1D, 5D and 21D Historical Returns Learn more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (combination of all 3, the S&P 500, S&P mid-cap, and Russell 2000), to produce strong returns for investors. Separately, if you want upside with a smoother ride than an individual stock like eBay, consider the High Quality portfolio, which has outperformed the S&P, and clocked >91% returns since inception.
Forbes
28-07-2025
- Business
- Forbes
Should You Sell Boeing Stock Ahead of Its Upcoming Earnings?
CHONGQING, CHINA - JULY 27: In this photo illustration, a person holds a smartphone displaying the ... More logo of The Boeing Company (NYSE: BA), a leading American aerospace and defense corporation known for its commercial airplanes, military aircraft, and space systems, with the company's blue logo visible in the background, on July 27, 2025 in Chongqing, China. (Photo illustration by) Boeing (NYSE:BA) is set to release its earnings on Tuesday, July 29, 2025. Historically, Boeing's stock has exhibited a pattern of negative one-day returns following earnings reports. In the past five years, the stock declined on the day after earnings in 55% of the occurrences. The median drop for one day was -2.9%, with the most significant single-day drop reaching -8.8%. While the actual results compared to consensus expectations will be vital, comprehending these historical trends can give an edge to event-driven traders. There are two main strategies to utilize this information: Analysts expect a loss of $1.31 per share on revenue of $21.72 billion for the upcoming quarter. This is in comparison to a loss of $2.90 per share on revenue of $16.87 billion in the same quarter last year, suggesting an anticipated improvement in financial results. From a fundamental viewpoint, Boeing currently has a market capitalization of $176 billion. Over the last twelve months, the company reported $69 billion in revenue. However, it experienced operational losses, with operating losses of $10 billion and a net loss of $12 billion. That being said, if you're looking for upside with less volatility than individual stocks, the Trefis High Quality portfolio offers an alternative — having surpassed the S&P 500 and achieved returns over 91% since its launch. View earnings reaction history of all stocks Boeing's Historical Odds Of Positive Post-Earnings Return Here are some insights regarding one-day (1D) post-earnings returns: Further information regarding 5-Day (5D) and 21-Day (21D) returns post-earnings is summarized along with the metrics in the table below. BA 1D, 5D, and 21D Post Earnings Return Correlation Between 1D, 5D, and 21D Historical Returns A relatively less risky strategy (though not effective if the correlation is weak) is to comprehend the correlation between short-term and medium-term returns post-earnings, identify a pairing that shows the highest correlation, and execute the suitable trade. For instance, if 1D and 5D demonstrate the highest correlation, a trader could position themselves 'long' for the next 5 days if the 1D post-earnings return is positive. Here is some correlation data based on a 5-year and a 3-year (more recent) history. The correlation 1D_5D refers to the connection between 1D post-earnings returns and the following 5D returns. BA Correlation Between 1D, 5D and 21D Historical Returns Is There Any Correlation With Peer Earnings? Occasionally, the performance of peers can impact the post-earnings stock reactions. In fact, pricing might start prior to the earnings announcements. Here are some historical insights on the post-earnings performance of Boeing stock compared with the stock performance of peers that reported earnings just before Boeing. For a fair comparison, peer stock returns also indicate post-earnings one-day (1D) returns. BA Correlation With Peer Earnings Discover more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (a combination of all 3, the S&P 500, S&P mid-cap, and Russell 2000), producing strong returns for investors. Separately, if you seek upside with a smoother experience than an individual stock like Boeing, consider the High Quality portfolio, which has outperformed the S&P and achieved >91% returns since its inception.
Forbes
24-07-2025
- Business
- Forbes
How Will Phillips 66 Stock React To Its Upcoming Earnings?
SOPA Images/LightRocket via Getty Images Phillips 66 (NYSE: PSX) is scheduled to announce its fiscal second-quarter earnings on Friday, July 25, 2025. Analysts expect the company to declare earnings of $1.75 per share with sales amounting to $32.1 billion. This would mark a 26% decrease in earnings and a 16% drop in sales when compared to last year's figures of $2.38 per share and $38.1 billion, respectively. Historical data indicates that the stock has fallen 63% of the time in the day following earnings announcements, with a median decline of 2.5% and maximum one-day negative returns reaching 6%. Additionally, refer to What's Happening With Ericsson Stock? In Q1, PSX reported net earnings of $487 million, a rise from $8 million in Q4, with losses in the refining segment balanced out by strong midstream, chemical, and marketing performance. Management intends to operate refineries at approximately mid-90% capacity in Q2, with a focus on operational efficiency. The company continues to refine its asset portfolio, highlighted by its latest sustainability report, while concentrating on minimizing greenhouse gas emissions and enhancing current market capitalization stands at $51 Billion. Over the past twelve months, revenue reached $138 Billion, with the company remaining operationally profitable, posting $604 Million in operating profits and net income of $1.9 Billion. While the outcome will largely depend on how the results compare with consensus expectations, understanding historical trends could influence the odds in your favor if you are a trader focused on specific events. There are two approaches to achieve this: comprehend the historical odds and position yourself prior to the earnings release, or analyze the correlation between immediate and medium-term returns following the earnings announcement and adjust your positions accordingly afterward. That being said, if you aim for upside potential with less volatility than individual stocks, the Trefis High Quality portfolio offers an alternative, having outperformed the S&P 500 and delivered returns of over 91% since its inception. See earnings reaction history of all stocks . Phillips 66's Historical Odds Of Positive Post-Earnings Return Below are some insights regarding one-day (1D) post-earnings returns: Over the past five years, there have been 19 earnings data points, with 7 favorable and 12 unfavorable one-day (1D) returns recorded. In summary, favorable 1D returns were observed approximately 37% of the time. and one-day (1D) returns recorded. In summary, favorable 1D returns were observed approximately 37% of the time. This percentage notably increases to 45% when considering data from the last 3 years instead of 5. The median of the 7 positive returns is 1.5%, while the median of the 12 negative returns is -2.5% Additional data on the observed 5-Day (5D) and 21-Day (21D) returns following earnings is summarized, along with the statistics, in the table below. Trefis Correlation Between 1D, 5D, and 21D Historical Returns A relatively less risky approach (though not effective if the correlation is weak) is to examine the correlation between short-term and medium-term returns after earnings, identify a pair with the strongest correlation, and execute the necessary trade. For instance, if 1D and 5D exhibit the highest correlation, a trader could position themselves 'long' for the following 5 days if the 1D post-earnings return is positive. Below is some correlation data based on 5-year and 3-year (more recent) history. Note that the correlation 1D_5D refers to the relationship between 1D post-earnings returns and subsequent 5D returns. Trefis Learn more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (a combination of all three: the S&P 500, S&P mid-cap, and Russell 2000), delivering significant returns for investors.
