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Ford Earnings: Warranty Problems on Older Vehicles Slam Results

We are not changing our fair value estimate of Ford’s stock, but we have lowered our 2024 profit projection.

ServiceNow Earnings: Operating on a Higher Plane Within Enterprise Software

We’ve raised our fair value estimate of ServiceNow’s stock.

GE Vernova Earnings: Robust Gas Power and Grid Equipment Orders Partially Offset by Wind Challenges

We expect to increase our fair value estimate of GE Vernova stock.

Going Into Earnings, Is Apple Stock a Buy, a Sell, or Fairly Valued?

Watching iPhone revenue, gross margins, and services growth.

AT&T Earnings: Wireless Customer Gains and Margin Expansion Continue to Drive Cash Flow

We still believe AT&T stock is undervalued.

Visa Earnings: Growth Slows a Bit

As the company has moved past its post-pandemic tailwinds, we think growth has returned to normal levels.

GM Earnings: China Problems Worsening While EV Volumes Rise and Combustion Business Strong

We’ve lowered our fair value estimate of GM stock.

GE Aerospace Earnings: Margins Expand on Strong Service Revenue

We’ve increased our fair value estimate of GE Aerospace stock.

Tesla Earnings: Affordable Vehicle Still on Track for 2025 Launch and 2026 Ramp

Investors should wait for a larger pullback before buying.

Alphabet Earnings: Search and Cloud Growth Remain Impressive

AI tools are boosting cloud adoption; slightly raising our fair value estimate of Alphabet stock.

Zions Earnings: Strong Net Interest Income Performance, Mixed Credit Trends

We expect credit losses to be manageable over the next few quarters, but the increase in classified and criticized loans is something to keep an eye on.

Coca-Cola Earnings: Consumer-Focused Innovation and Digital Engagement Fuel Revenue Expansion

We plan to raise our fair value estimate of Coke’s stock.

Going Into Earnings, Is Meta a Buy, a Sell, or Fairly Valued?

Watching ad demand, AI monetization, and platform usage.

After Earnings, Is JPMorgan Chase Stock a Buy, a Sell, or Fairly Valued?

The company is still highly profitable, but Fed rate cuts could dampen its outlook.

Truist Earnings: Repurchases Resume After Insurance Business Sale and Stronger Capital Ratios

Truist’s balance sheet repositioning helped increase net interest income.

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