Analysts have raised the bar heading into earnings season for a fifth consecutive quarter — the longest streak on record — even as earnings growth remains near historic highs outside recession and pandemic periods.
Yet despite higher expectations, companies continue to deliver, with earnings and revenue surprise rates at multi-year highs. When the bar is already elevated, identifying where further upside — or downside — may lie becomes even more valuable.
Using StarMine Predicted Surprise, the Analyst Revisions Model — a measure of sell-side sentiment — and SmartHoldings — a measure of buy-side sentiment — we can assess which sectors are positioned to beat or miss expectations while also gauging how analyst and investor sentiment stack up heading into the quarter.
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