Company Earnings
Featured
More on Company Earnings
Exxon Earnings: Ignore Earnings Shortfall as Long-Term Growth and Improvement on Track
Exxon remains our preferred integrated oil company, given its earnings growth potential.
American Airlines Earnings: We See Costs Overshadowing Market Share This Year
Raising our fair value estimate of American Airlines stock.
Snap Earnings: Advertising Growth and Snapchat+ Drive Monetization
Snap has had success with advertisers in both brand marketing and direct placement.
STMicro Earnings: We Still See an Attractive Margin of Safety Despite a Poor First-Half Forecast
Raising fair value estimate of STMicro stock.
Microsoft Earnings: Firm Beats Forecasts on Strong AI and Cloud Demand
We are raising our fair value estimate for Microsoft stock after impressive results.
PG&E Earnings: Near-Term Regulatory Certainty Supports Industry-Leading Earnings Growth
PG&E is seeing one of the fastest rates of annual earnings growth in the utilities sector.
After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?
With strong subscription growth, here’s what we think of Netflix stock.
ServiceNow Earnings: Strong Quarter With In-Line Guidance and Increasingly Attractive Valuation
We’ve raised our fair value estimate of ServiceNow stock.
Ford Earnings: Pro Continues to Impress While EV Costs Are Contained
Ford raised its free cash flow guidance and expects to lower costs; the stock remains undervalued.
Boeing Earnings: Paying for Mistakes Made Long Ago, Taking Back the Factory Floor
Slightly raising our fair value estimate of Boeing stock.
Meta Earnings: Stock Now Fairly Valued After Latest Selloff
Solid first quarter of revenue growth, but shares fall on higher spending plans.
After Earnings, Is Charles Schwab Stock a Buy, a Sell, or Fairly Valued?
With an increase in revenues, here’s what we think of Schwab’s stock.
Going Into Earnings, Is Apple Stock a Buy, a Sell, or Fairly Valued?
Amid concerns about iPhone sales, here’s what we think of Apple stock.
AT&T Earnings: Network Outage Didn’t Stop Solid Growth or Cash Flow
Customer retention remains excellent, though AT&T still struggles to attract new customers; the stock remains undervalued.
Visa Earnings: Growth Holds Steady
After Visa’s ups and downs during the pandemic and recovery, we think it has settled into a more normalized groove.