Company Earnings
Featured
Boeing Earnings: Lowering Fair Value Estimate as Firm Stares Down More Distant Cash Flow Recovery
SoFi Earnings: Raising Fair Value Estimate on Blowout Results
GE Aerospace Earnings: We Raise Fair Value Estimate on Margin Growth Trajectory
Corning Earnings: Another Step Forward While Shares Stay Attractive
More on Company Earnings
Verizon Earnings: Wireless Momentum Builds as SpaceX Maneuvering Continues
In our view, Verizon’s momentum with wireless customers is the strongest it’s been in a decade.
5 Stocks to Buy Trading at Big Discounts
Plus, what recent bond market volatility means for investors.
Bloom Energy Earnings: Revenue and Guidance Soar, While Cash Flow Conversion Is Lackluster
We are placing Bloom stock under review as we reassess our long-term thesis.
What’s Happening in the Markets This Week
Earnings from Alphabet, Microsoft, and Amazon, plus FOMC meeting.
Western Digital Earnings: Pricing Drives Record Earnings, Volume Growth Slows
The next quarter’s revenue guide was above the FactSet consensus.
American Airlines Earnings: Lowering Fair Value Estimate on 2026 Losses
American is locked in a struggle to catch up with Delta and United and win back loyal customers.
Amazon Stock Is Up 8% This Year. Is It Still a Buy Ahead of Earnings?
Amid concerns about returns on AI investments, here’s what we’ll be looking for in Amazon earnings.
After Earnings, Is Schwab Stock a Buy, a Sell, or Fairly Valued?
A slight revenue miss overshadowed an otherwise stellar quarter for wide-moat Schwab.
Procter & Gamble Earnings: Accelerating Sales Growth Evidences Prudence of Strategic Course
At P&G’s upcoming investor event, we expect more details on its current supply chain initiatives.
Lam Research Earnings: Focus on the Fundamentals
We believe high spending levels will be durable.
United Airlines Earnings: Lowering Fair Value Estimate as High Fuel Costs Remain in the Forecast
United has joined Delta in offering industry-leading travel segmentation, allowing it to outearn most of the industry.
Will Danoff: What I Got Wrong About Tesla
The Fidelity Contrafund manager explains why hesitating after a strong earnings report cost him an opportunity, and what investors can learn from it.
Microsoft Stock Is Up 10% This Year. Is It Still a Buy Ahead of Earnings?
With cloud growth expected to accelerate, here’s what we’ll be looking for in Microsoft earnings.
Eli Lilly Stock Is Up 18% This Year. Is It Still a Buy Ahead of Earnings?
With weight-loss drugs driving growth, here’s what we’ll be looking for.
Alphabet Stock Is Up 6% This Year. Is It a Buy Ahead of Earnings?
As Alphabet’s AI investments surge, here’s what we’ll be looking for.
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