Bloomberg Surveillance · Monday, September 28, 2026
In anticipation of more challenging year-over-year comparisons for earnings in 2027, one analyst has implemented a 10% cut to their forward-looking earnings estimates. This adjustment is being made to the bottom-up consensus, aiming for a more conservative outlook despite current earning strength.
“So I can tell you that what we have done is that we have put a 10% cut.”
“We're still using 2Q27 because we haven't finished 3Q just quite yet.”
“But we're taking the bottom-up consensus and lopping 10% off the top just to be conservative.”