Company Earnings
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CVS Earnings: Weak Medicare Advantage Profits Cut Into 2024 Outlook
We are reducing our intermediate-term expectations for CVS, which pushed down our fair value estimate of its stock.
Amazon Earnings: AWS Growth Accelerates and Profit Margins Improve
We’re raising our fair value estimate for the retail stock after good first-quarter results showed record operating profit.
SiriusXM Earnings: Decent Results With Plan for Technology and Content Investment to Drive Growth
As we forecast slower long-term growth, we’re reducing our fair value estimate of SiriusXM stock.
Coca-Cola Earnings: Solid Volume On Innovation and Digital Engagement
We think Coke’s total beverage portfolio approach should continue to fuel volume and pricing growth.
Eli Lilly Earnings: Strong Weight-Loss Drug Sales Expand Margins
Raising our fair value estimate of Eli Lilly stock.
After Earnings, Is Meta Stock a Buy, a Sell, or Fairly Valued?
With Mark Zuckerberg’s emphasis on AI investment, here’s what we think of Meta stock.
After Earnings, Is Boeing Stock a Buy, a Sell, or Fairly Valued?
After a turbulent start to the year, here’s what we think of Boeing stock.
Paramount Earnings: CEO Has Gone, For-Sale Sign Is Up; Good Results Would’ve Been Nice to Learn
We don’t expect Paramount as it’s currently constituted to operate independently for much longer.
After Earnings, Is Tesla Stock a Buy, a Sell, or Fairly Valued?
With the affordable vehicle update and price cuts, here’s what we think of Tesla stock.
After Earnings, Is GE Aerospace Stock a Buy, a Sell, or Fairly Valued?
With higher margin expectations and a strong franchise, here’s what we think of GE Aerospace stock.
SoFi Earnings: Revenue Growth Slows on Lower Loan Growth and Higher Credit Costs
We see SoFi stock as significantly undervalued.
Philips Earnings: Firm Reaches $1.1 Billion Settlement Agreement
Despite the good news, Philips faces long-term headwinds and reputational damage from this issue.
Markets Brief: AI Leaders Excel In Earnings Season So Far
Tech stocks with an AI advantage outperform, China markets could be stirring, and investors are turning their attention to the Fed.
Going Into Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?
Watching for progress on AI efforts, here’s what we think of Palantir stock.
AbbVie Earnings: Next-Generation Immunology Drugs Help Offset Humira Biosimilar Pressure
We continue to believe AbbVie needs to expand its late-stage pipeline.