Company Earnings
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Cisco Earnings: Positive Guidance and Splunk Inclusion Align With Our Long-Term Thesis
Splunk added some inorganic revenue, and management raised its full-year guidance to include the acquisition.
Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
With a steady streak of beating earnings and huge AI growth, here’s what to watch when Nvidia reports.
After Earnings, Is Arista Stock a Buy, a Sell, or Fairly Valued?
With generative AI spending driving long-term growth, here’s what we think of Arista Networks’ stock.
Alibaba Earnings: More Positive Outlook Despite Mixed Results
We have raised our fair value estimate for Alibaba stock.
After Earnings and a 56% Rally In 2024, Is Arm Stock a Buy, a Sell, or Fairly Valued?
With strong results but a lofty valuation, here’s what we think of Arm stock.
After Earnings, Is Disney Stock a Buy, a Sell, or Fairly Valued?
With linear networks deteriorating, here’s what we think of Disney’s stock.
Home Depot Earnings: Macro Factors Pinch Demand, but Long-Term Outlook Intact
Home Depot stock still appears highly overvalued, and we suggest investors remain on the sidelines.
Starbucks Stock Could Use a Pick-Me-Up After Big Selloff; Is it a Buy?
A surprising drop in store traffic has Starbucks’ share price at 2019 levels.
After Earnings, Is Eli Lilly Stock a Buy, a Sell, or Fairly Valued?
With strong pricing power and sales growth of key drugs, here’s what we think of Lilly’s stock.
After Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?
With continued demand for commercial software solutions, here’s what we think of Palantir stock.
Roblox Earnings: Weakening Engagement Has Weighed On Growth
We’re reducing our fair value estimate of Roblox stock, but still believe the market is overly discounting its long-term potential.
After Earnings, Is Coinbase Stock a Buy, a Sell, or Fairly Valued?
With higher cryptocurrency prices driving earnings, here’s what we think of Coinbase stock.
Energy Transfer Earnings: M&A Drives Guidance Increase In Solid Quarter
We still view Energy Transfer stock as undervalued.
Going Into Earnings, Is Home Depot Stock a Buy, a Sell, or Fairly Valued?
With a focus on cost containment, here’s what we’ll be watching in Home Depot’s earnings report.
Arm Earnings: Shares Fall as 2025 Guidance Disappoints Investors
We are maintaining our fair value estimate for the semiconductor stock and see Arm shares as overvalued.