As corporate earnings season kicks off this week, investors will be closely watching the short-term outlooks of top companies like Boeing, Tesla, and Alphabet amid rising global trade tensions. The recent tariffs imposed by President Donald Trump have sparked uncertainty, with many countries retaliating or halting duties. Analysts expect a mixed bag from these key earnings reports.
Boeing is set to report its Q1 results on Wednesday, with analysts forecasting year-over-year revenue growth of over 15% but a loss on the bottom line. However, Morgan Stanley analyst Kristine Liwag notes that China’s decision not to order further deliveries of Boeing aircraft reduces downside risk for the company.
Tesla, meanwhile, is due to report earnings Tuesday after the market closes, with analysts expecting flat year-over-year revenue and an earnings decline of about 10%. Wells Fargo analyst Colin Langan cautions on margins due to lower demand and price cuts, as well as concerns over the rollout of new models.
Google’s parent company, Alphabet, will post its Q1 results on Thursday after the close. Analysts expect year-over-year earnings growth of just 6% and revenue expansion of around 10%. BMO analyst Brian Pitz notes that while Search is still in transition, Google’s AI efforts are a positive factor.
Amazon recently received a downgrade from Raymond James to outperform from strong buy, citing rising EBIT risk and limited monetization progress. Despite this, analysts remain constructive on AI prospects for the long term.
As investors navigate these uncertain markets, the upcoming CNBC Pro LIVE event at the New York Stock Exchange offers exclusive insights and networking opportunities with top experts.
Source: https://www.cnbc.com/2025/04/21/investors-have-a-minefield-to-navigate-this-week-big-earnings-reports.html