Company Earnings
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Going Into Earnings, Is Home Depot Stock a Buy, a Sell, or Fairly Valued?
Watching for changes in consumer habits and the performance of its wholesale distribution businesses.
Nebius Earnings: GPU Spot Prices Triple and Neoclouds Exploit Short-Term Scarcity
We’ve raised our fair value estimate of Nebius stock.
CoreWeave Earnings: Diversified Customer Base and Software Traction Strengthen Fundamentals
We’ve raised our fair value estimate of CoreWeave stock.
After Earnings, Is Disney Stock a Buy, a Sell, or Fairly Valued?
With its experiences and streaming services driving sales growth, here’s what we thought of Disney’s earnings report.
After Big Pullbacks, Are These 3 Tech Stocks Worth Buying?
AMD, Sandisk, and Western Digital have fallen from recent highs, but investors should still be selective.
3 Stocks We’d Still Buy After Earnings
We like these undervalued stocks today.
After Earnings, Is Uber Stock a Buy, a Sell, or Fairly Valued?
With operating performance narrowly beating expectations, here’s what we thought of Uber’s earnings report.
After Earnings, Is Palantir a Buy, a Sell, or Fairly Valued?
With record growth rates and high margins, here’s what we thought of Palantir’s earnings report.
Berkshire Hathaway Earnings: Cash Balances Retreat on Increased Investments and Share Buybacks in Q2
We expect to slightly increase our fair value estimate for Berkshire stock.
Trade Desk Earnings: Another Weak Forecast and Poor Execution
We’ve reduced our fair value estimate of Trade Desk stock.
Atlassian Earnings: Huge Quarter with Cloud Acceleration and AI Starting to Drive a Positive Impact
Atlassian continues to report results that blow consensus estimates away.
After Earnings, Is Amazon Stock a Buy, a Sell, or Fairly Valued?
With guidance-beating results, here’s what we thought of Amazon’s earnings report.
Shopify Bounces as Earnings Calm AI ‘Loser Trade’ Concerns
The Canadian e-commerce giant reported blowout earnings amid concerns about AI.
After Earnings, Is Apple Stock a Buy, a Sell, or Fairly Valued?
Amid supply constraints, memory inflation, here’s what we thought of Apple’s earnings report.
Why Great Earnings Haven’t Been Good Enough for AI Hardware Stocks
Stocks that had been posting triple-digit returns are sliding on earnings results.
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