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![TransEnergy Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::19634639.png) Mike  M. Mustafoglu [@TransEnergy](/creator/twitter/TransEnergy) on x 1345 followers
Created: 2025-07-22 14:53:46 UTC

Morgan Stanley’s Earnings expectations $SPX

Morgan Stanley expects a “normal” earnings beat rate for the second quarter, with S&P XXX EPS growth forecast at X% year-over-year and sales up 4%.
However, the Wall Street firm sees earnings growth as skewed toward the largest tech names, estimating XX% growth for the Magnificent X versus a X% decline for the remaining XXX constituents.
Analysts also flagged key uncertainties ahead of the results, including the extent of tariff pass-through to margins, potential downward revisions to Q3/Q4 estimates, and how pricing power is holding up across income groups.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947671416104751485/c:line.svg)

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[$spy](/topic/$spy)

[Post Link](https://x.com/TransEnergy/status/1947671416104751485)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

TransEnergy Avatar Mike M. Mustafoglu @TransEnergy on x 1345 followers Created: 2025-07-22 14:53:46 UTC

Morgan Stanley’s Earnings expectations $SPX

Morgan Stanley expects a “normal” earnings beat rate for the second quarter, with S&P XXX EPS growth forecast at X% year-over-year and sales up 4%. However, the Wall Street firm sees earnings growth as skewed toward the largest tech names, estimating XX% growth for the Magnificent X versus a X% decline for the remaining XXX constituents. Analysts also flagged key uncertainties ahead of the results, including the extent of tariff pass-through to margins, potential downward revisions to Q3/Q4 estimates, and how pricing power is holding up across income groups.

XX engagements

Engagements Line Chart

Related Topics spx wall street eps rating agency $spx morgan stanley stocks financial services $spy

Post Link

post/tweet::1947671416104751485
/post/tweet::1947671416104751485