State Street Journal
Boston Financial Journal
Markets · Equities

Earnings

Quarterly results, guidance, and the numbers behind the headlines.

The Expectations Game: Why Beating Earnings Estimates No Longer Moves Stocks

Stocks drop after beating earnings because the market trades on whisper numbers, forward guidance, and growth deceleration — not the published consensus. This guide explains the multi-layered expectations game.

Caroline Whitfield · BOSTON

Decoding Adjusted EBITDA: The Illusion of Non-GAAP Earnings

Adjusted EBITDA excludes real costs like stock-based compensation and recurring "one-time" charges to present inflated earnings. This guide teaches investors to read the GAAP reconciliation and identify misleading non-GAAP adjustments.

Caroline Whitfield · BOSTON