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Guidance Raises Minus Cuts

Share of S&P 500 guidance statements that raised outlooks minus the share that lowered them, last 90 days, %

47.2% on Oct 22, 2026+6.7 pp since Dec 30, 2024
YTD1y2y5y10y20yAll
ForecastOffContinuationForesight™
Show · 1 ▾
U.S. recessionsShades the months the NBER dates as recession. U.S. charts only.5-year rangeThe highest and lowest readings of the last five years, as a band. One-series charts only.High and lowMarks the highest and lowest readings in the window shown.
Current·Data to Oct 22, 2026

Plays the chart through its history. Pauses are where the data set a record or moved most.

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From the Palanor Guidance Ledger, built from company earnings releases filed with the SEC.

Whether companies are lifting or trimming their forecasts. Above zero, more companies are raising guidance than cutting it.

What this chart reads

Sources

Guidance Raises minus Cuts · S&P 500 (net share, 90 days). Source: Palanor Guidance Ledger, built from SEC EDGAR 8-K Item 2.02 filings (Exhibit 99.1), which are public domain. Each statement is extracted by a language model into a fixed schema, then verified: its quote must appear verbatim in the filing, its numbers must appear in the quote, and its period must fit the company's fiscal calendar from XBRL. Unverified statements are excluded. A statement's direction is computed against the company's previous figure for the same metric and period, or taken from the release when it states the change. Recomputed. Derived by Palanor.

Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.

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