From Slogan to Numbers

The Expert's View

Date:

Autor: Carlos Ruiz de Antequera

According to data from S&P, the consensus among analysts expects an increase in earnings per share for the S&P 500 of 5.74% for April-June compared to the same quarter in 2023

The increase in EPS for large tech companies is slowing down, from 68% in the last quarter of 2023 to 56% in the first quarter of this year

The progress of AI investments is losing some momentum, and passing on such significant price increases to customers, despite efficiency improvements, may start to become challenging