[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.]  Mike M. Mustafoglu [@TransEnergy](/creator/twitter/TransEnergy) on x 1345 followers Created: 2025-07-22 14:53:46 UTC Morgan Stanley’s Earnings expectations $SPX Morgan Stanley expects a “normal” earnings beat rate for the second quarter, with S&P XXX EPS growth forecast at X% year-over-year and sales up 4%. However, the Wall Street firm sees earnings growth as skewed toward the largest tech names, estimating XX% growth for the Magnificent X versus a X% decline for the remaining XXX constituents. Analysts also flagged key uncertainties ahead of the results, including the extent of tariff pass-through to margins, potential downward revisions to Q3/Q4 estimates, and how pricing power is holding up across income groups. XX engagements  **Related Topics** [spx](/topic/spx) [wall street](/topic/wall-street) [eps](/topic/eps) [rating agency](/topic/rating-agency) [$spx](/topic/$spx) [morgan stanley](/topic/morgan-stanley) [stocks financial services](/topic/stocks-financial-services) [$spy](/topic/$spy) [Post Link](https://x.com/TransEnergy/status/1947671416104751485)
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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
Related Topics spx wall street eps rating agency $spx morgan stanley stocks financial services $spy
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