This Is Who You Should Follow On StockTwits During Earnings Season
Alcoa kicked-off Q3 earnings season on October 8 with this message from their StockTwits IR account and since then, the StockTwits streams have been lighting up with insight, commentary, and breaking news. In the spirit of earnings season palooza, we decided to compile this list (in no particular order) showing the best people to follow on StockTwits for earnings analysis:
1.) @Retail_Guru: He’s a master of retail and consumer good stocks. For more than two years he’s been sharing excellent insight and commentary about earnings reports that range from soft drink companies like Pepsi ($PEP) to huge retailers like Costco ($COST).
2.) @Street_Insider: Street Insider provides breaking news about the latest earnings reports. They consistently share how EPS and revenues compare to Wall Street’s estimates. They also share press releases and write-ups from their website. Their little sister, @AnalystWire, is also worth a follow as they share all of the analyst upgrades and downgrades each day.
3.) @eyeonequities and @michaelbabad: These two must-follows work for The Globe and Mail. They are excellent at covering economic data and earnings announcements coming out of North America. Follow them now for market moving curation.
4.) @CBOE: The Chicago Board Options Exchange (CBOE) is the ideal account to follow if you’re interested in options. CBOE is also a must-follow during earnings season. They provide updates on notable option activity around the companies that are reporting earnings.
5.) @paststat: Meet the back-tester extraordinaire. Paststat is your go-to follow if you like to play the odds and stats of yesterday. He will show you how a stock has reacted during past earnings reports and even in some cases provide a probable outcome. This is one example he made for Citigroup ($C).
6.) @1nvestor: Derald Muniz is one of the best traders on StockTwits. During earnings season he posts his trades in real-time and live on StockTwits. You can also occasionally find him breaking earnings beats or misses and sharing Estimize predictions.
7.) @harmongreg: Greg, like @1nvestor above, is another one of the best traders on StockTwits. During earnings season you can find Greg sharing trade ideas, charts, and blog posts with both trade and investment ideas focused on upcoming earnings reports.
8.) @TraceyRyniec: Tracey is a portfolio manager at Zacks. She regularly posts price and EPS surprise charts. These charts overlay EPS beats and misses with a stock price. Here’s an example: “$JNJ hasn’t missed in 5 years. Forward P/E = 16.6. Earnings growth of just 6.1%.“
9.) @Benzinga: Benzinga is an excellent source for breaking news. Benzinga’s speciality comes in the form of sharing year over year percentage changes in EPS and revenue beats. In addition, they share links to earnings reviews and previews.
10.) @Estimize: Estimize is the official crowdsourcing app for earnings. The Estimize account on StockTwits is a great follow if you want to join their community and make earnings predictions that beat the Street.
11.) @TradingPlays: Paul, the man behind Trading Plays, is awesome at posting charts of stocks that make the biggest moves during pre-market and after-hours trading. If a stock missed earnings and is plummeting, it is almost guaranteed that he’ll have the chart.
12.) @MitchellKWarren: Mitchell is a good follow for two reasons during earnings season. Each morning he highlights the biggest earnings movers, and then in the evening shares links to his blog that highlight notable option movements.
13.) @DeepDive: Here is a great account if you’re interested in the fundamentals of a company. DeepDive is consistently sharing charts and insights about a company and its competitors. They dig into deep analysis like gross margin comparisons and much more. Here’s a screenshot they shared of Alcoa.
14.) @CapitalMarketLabs: A must-follow if you like visuals and charts. Capital Market Labs is always sharing visuals about earnings including changes in revenue, R&D, and much more. Here’s an example of what they do: this chart shows the remarkable change in net income at Netflix.
15.) @FinancialJuice: Financial Juice breaks just about everything that happens during earnings season. They rarely miss a beat. Follow Financial Juice if you want to see things that range from EPS numbers to what the options market is pricing in as a company heads into its earnings.
16.) @FonsieTrader: Joao Afonso is an independent trader who consistently reports on earnings announcements and technical charts. Follow him if you’re interested in day trade ideas related to earnings.
17.) @earningscast: If you like listening to earnings calls, go and follow Earningscast. They link to just about every live earnings call out there. In addition, they have earnings calls on their website.
18.) @ronin245: Ronin is popular trader on StockTwits who is very active during earnings season. He posts live updates about breaking reports and trade ideas. It’s fun to watch him post these ideas in real-time as a stock moves after it’s released its earnings report.
19.) @ACInvestorBlog: Antonio Costa is a technical trader who also watches earnings reports and how stocks react to those reports. If you follow stocks based on any size or technical level than Costa is a must-follow.
20.) @MaysReport: Here is one of our most favorite earnings follows for agriculture and grain related market commentary. They are apart of a select community of traders and investors that have an advanced specialty in these markets. So, if you’re a grain or agriculture investor or trader then this is your follow.
21.) @earningstrading: This is a simple account but very efficient account to follow for consistent updates on companies reporting earnings. Each day they share the companies reporting, their report time, and the EPS estimate.
22.) @silverjet: He is a great follow on StockTwits for two reasons. First, he keeps and shares a calendar of earnings reports for each day and sometimes each week. Second, he keeps the community up to date on the big movers and will share companies that have made big percentage moves after an earnings report.
23.) @lamonicabuzz: Paul La Monica is one of the best StockTwits follows out there. He does it all sharing fantastic commentary, links, ideas, and important updates related to earnings. Follow him for earnings updates but you’ll also find yourself enjoying his humor and wit. He also writes great columns for CNN Money including one piece that features the best messages posted on StockTwits. Here’s an example.
24.) @WSConsensus: The Wall Street Consensus is a great follow on StockTwits during earnings season. Why? Because they do two things particularly well that most investors and traders will find useful. One: they share earnings calendars. Two: they also share essential company upgrades and downgrades following earnings reports.
25.) @TheEarningsScout: A relatively new member of StockTwits, Nick Raich has quickly become one of the best follows during earnings season. He shares some of the best earnings data you’ll see on the web. Check out these two examples from much earlier in the season here and here. These examples show the powerful data he shares.
Who did we miss and who else should be on this list? Please let us know in the comments below.
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