Apple and Tesla revenues in focus when Nasdaq 100 falls technically

NASDAQ 100 Forecast Pred neutral

  • When it came to revenue, the Nasdaq 100 index fell more than 10% from its December high
  • Investors worry that rising wage inflation and rising federal rate could weaken revenue opportunities
  • Apple, Tesla and Microsoft products have been the focus this week, bringing the Nasdaq 100 to a record high.

Strengthened by Dow Jones, S&P 500 and Nasdaq 100 indexes, topped in early 2022, boosting treasury production and estimating the federation’s potential launch Step-by-step walk Cycle in early March. US Inflation A four-year high of 7% in December raises concerns about wage inflation and a rise in corporate earnings.

Inflation has had a negative impact on bank revenues. Although some did manage their expenses well, others did not. JPMorgan, Citibank and Goldman Sachs They point to rising costs in their revenues, with higher labor costs squeezing net profit margins. The financial sector as a whole performed poorly last week, giving the market a sour edge. Netflix has disappointed investors by offering less direct than expected new entrants over the next quarter.

Looking ahead, 22 percent of S&P 500 companies are reporting results this week. These include such big tech names Apple, Microsoft and TeslaIt holds 6.2%, 5.2% and 2.2% off the S&P 500 index, respectively. Therefore, their results could have a significant impact on market sentiment and set the Nasdaq 100 index.

Detailed description of stock revenues

According to Factset, the S&P 500 is expected to generate significant revenue growth 21.8% For the fourth quarter, the fourth straight quarter saw an increase of more than 20 percent. The actual growth rate may be as high as most. Corporate America It tends to provide conservative EPS forecasts by attempting to create positive surprises when verified results are published. Higher EPS readings can effectively lower the price-to-earnings ratio of S&P 500, Nasdaq 100 and Dow Jones, supporting their weak potential.

Major US Revenue EPS Forecast – Week 25-28

US Revenue EPS Forecast


  • $ 1.903 EPS and $ 119.2 billion are expected for Q4
  • Apple may highlight supply chain challenges due to the impact of Omicron on factory performance.
  • Demand for the iPhone 13 is still strong, but its ability to comply with the company’s orders is still in question
  • Service revenue is expected to remain strong, and may reduce some of the shortcomings in the business.
  • Apple is trading at 29.34 times P / E, which is 22.51 higher than the five-year average.


  • EPS expects $ 2.316 billion and $ 50.88 billion in Q4
  • While growth companies have a strong background in Q4, sales performance may soften as the company reports results.
  • The recent addition of CV-19 cases could reduce sales in the cloud business due to low demand from customers in the service sector.
  • The planned Activision purchase will be considered during the revenue call
  • Microsoft trades 36.47 times P / E, up 27.5 points from five years

Tesla weep

  • EPS expects revenue of $ 2.309 and $ 16.6 billion for Q4
  • This could be another strong season for sales as the company’s supply rose to about 87% a year ago in the fourth quarter.
  • Tesla is likely to remain a major BEV choice for most of 2022 as product demand is strong
  • They focus on the possible delay in launching a cyber track, the lack of a semiconductor and the supply chain issues.
  • Tesla is trading 320 times P / E.


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