Bank of America Earnings: Market Overreaction to Regulatory Fine Provides a Solid Entry Point
We’ve lowered our fair value estimate of Bank of America stock.
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Citigroup Earnings: Solid Quarter Overshadowed by Cautious Guidance
We’ve lowered our fair value estimate for Citi stock.
Wells Fargo Earnings: Maintained Guidance Overshadows Decent Results
We’ve slightly lowered our fair value estimate of Wells Fargo stock.
ASML Earnings: Capacity Plan Falls Short of Demand; 2029-30 Order Visibility Is the Next Catalyst
Upgrades were the main driver of the 57.5% gross margin this quarter.
BlackRock Earnings: Positive Flows Offset Market Losses to Lift AUM to Record Levels
We remain conservative with our near-term assumptions for BlackRock and the rest of the US-based asset managers.
Tesla Stock Is Down Nearly 20% This Year. Is it a Buy Ahead of Earnings?
Following the rollout of its first autonomous Cybercab, here’s what we expect from Tesla’s earnings report.
JPMorgan Earnings: Solid Results Despite Capital Markets Softening
We’ve raised our fair value estimate of JPMorgan stock.
Johnson & Johnson Earnings: Pharma Momentum, but MedTech Headwinds Dampen Growth
We think the market continues to overvalue J&J stock.
UnitedHealth Earnings: Margin Improvement Continues in Risk-Taking Operations
We are boosting our near-term expectations on strong trends.
4 Things to Watch for in Big Bank Earnings
Third-quarter bank results to offer fresh insights into lending profitability, credit conditions, consumer finances, and more.
Markets Brief: Is the US Stock Market Starting to Broaden, or Will Big Tech Stay on Top?
Analysts say it depends on third-quarter earnings.
3 Stocks to Sell and 3 Stocks to Buy for October
Plus, lessons from September’s stock market activity.
Micron Earnings: Beware Attempting to Time the Peak
We lower our fair value estimate for Micron stock.
Markets Brief: Are We in an Earnings Bubble?
A look at the durability of the earnings boom ahead of Q3 results. Plus, is AI really crowding out Treasuries, and more blurring between growth and value stocks.
What’s Happening in the Markets This Week
Jobs, PCE inflation, earnings from Nike, and more.
4 Stocks to Buy Before They Bounce Back
Plus, stocks we do and don’t like after earnings.
What’s Happening in the Markets This Week
New Home Sales report slated for release, plus Costco earnings.
Zscaler Stock Fell 5% After Earnings. Is it Undervalued?
As the firm focuses on AI security solutions, here’s what we thought of Zscaler’s earnings report.
Adobe Earnings: Forward-Looking Metrics Under Pressure from Freemium Transition
We’ve lowered our fair value estimate of Adobe stock.
Oracle Earnings: Solid Steps Toward Long-Term Revenue Goals via On-Time Capacity Delivery
We’ve raised our fair value estimate of Oracle stock.
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