In the spreadsheet above I have tracked the earnings estimates for the Technology Sector ETF (XLK) top 30 weighted stocks.
The column under the date 4/1/2025 has a letter that represents the movement in 2025 earnings estimates since the most recent print (1/31/2025). “U” means 2025 estimates are UP in the last 60 days. “D” means 2025 estimates are DOWN in the last 60 days. “S” means 2025 estimates have remained the SAME in the last 60 days. The column entitled “1yr Target Est” is the Wall Street consensus 12 month price target for each stock.
What this table is telling us is that estimates are UP. More estimates went UP for 2025 in the past 60 days than came DOWN – The Up:Down ratio was 17:13.
The cumulative 2025 earnings power of these 30 stocks was revised UP by +0.16% in the past 60 days. 2026 earnings were revised DOWN by -1.10%.
