Company Earnings

With strong margins and continued adoption of AI, here’s what we think of ServiceNow’s stock.

Shares remain overvalued despite stock selloff in after-hours trading.

With improvement in AWS and big AI opportunities, here’s what we think of Amazon stock.

Plus: Apple’s outlook and Fed rate cuts on hold.

Plus, our five main takeaways from the 2024 annual meeting.

We maintain our fair value estimates on the share classes after earnings.

With an improved earnings outlook, here’s what we think of Ford’s stock.

We’re raising our fair value estimate of Amgen stock.

Recapping Morningstar analysts’ takes on earnings for these key drivers of stock market performance.

Raising fair value estimate of Apple stock amid higher iPhone expectations.

We still view Albemarle stock as materially undervalued.

With accelerating revenue growth and its AI push, here’s what we think of Alphabet’s stock.

High obesity drug demand and a scarcity of supply have driven its stock above its intrinsic value.

With price increases driving revenue gains, here’s what we think of Verizon stock.

We continue to view Cognizant as a moaty IT service vendor with a strong growth and margin profile.

The outlook for the refining market remains robust, with strong demand and limited capacity additions.

With improved free cash flow, here’s what we think of AT&T stock.

With strong third-quarter results, here’s what we think of Microsoft stock.

We think the current environment highlights the solid growth Mastercard can achieve over time.

We continue to view Pfizer stock as undervalued.