March year-end earnings announcements are scheduled to get into full swing from late October, and expectations are rising for upward revisions to full-year earnings for the April-September 2026 period, particularly among AI- and semiconductor-related companies. With a lack of market momentum persisting, whether earnings meet expectations will again be key.
March year-end earnings announcements are expected to get into full swing from late October, covering the period from April through September 2026.
The market is increasingly taking the view that upward revisions to full-year earnings for the fiscal year ending March 2027 are highly likely, particularly among AI- and semiconductor-related companies.
QUICK's analyst forecast trends point to a situation in which the proportion of upward revisions is exceeding that of downward revisions, prompting renewed recognition of the resilience of corporate earnings.