January 17, 2026 | Tech Talk for Saturday January 17th 2026

The Bottom Line

Earnings focuses this week are on fourth quarter reports released by Netflix and MMM on Tuesday, Johnson & Johnson on Wednesday and Visa on Thursday. Economic focus is on the November Core PCE Index released on Thursday.

Earnings and Revenues Consensus for S&P 500 companies
Source: www.factset.com
Analyst earnings and revenue estimates recorded small changes last week: 7% of companies have reported quarterly results to date. Another 35 companies (including four Dow Jones Industrial Average companies) are scheduled to report this week.

• Consensus for fourth quarter 2025 earnings gains slipped to 8.2% from 8.3%.
  Consensus for revenue growth increased to 7.8% from7.7%. For all of 2025, consensus
  for earnings gains was unchanged at 12.4%. Consensus for revenue gains increase to
  7.2% from7.0%.
• Consensus for first quarter 2026 calls for a 12.2% earnings increase, down from a
  12.6% increase last week. Revenue gains remained at 8.3%.
• Consensus for second quarter 2026 earnings gains remained at 14.6%. Consensus for
  revenue gains increased to 7.5% from 7.4%.
• Consensus for third quarter 2026 earnings calls for a 14.8% gain, down from 14.9% last
  week. Consensus for revenue gains increased to 6.7% from 6.6%
• Consensus for fourth quarter 2026 earnings calls for an 18.4% gain, up from18.3% last
  week. Revenue gains slipped to 7.3%, down from 7.4% last week.
• For all of 2026, consensus for earnings gains remained at 14.9%. Consensus for revenue
  gains remained at 7.3%.

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Don Vialoux January 17th, 2026

Posted In: Tech Talk

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