Company Earnings
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Our Take on Alphabet Earnings: Search Revenue Miss Overshadowed Surging Cloud Growth
We raised our fair value estimate despite the stock’s post-earnings selloff.
Amazon Earnings Review: Capex Poised to Rise as Cloud Growth Accelerates
Shares have rebounded from their post-earnings selloff, bringing their price closer to our fair value estimate.
Uber Earnings: Strong Delivery Growth Helps Ease Some (but Not All) Mobility Concerns
Uber’s platform continues to demonstrate its flywheel.
Microsoft Shares Are Down 2% Since Earnings. Is the Stock a Buy?
Cloud growth accelerated, but Microsoft got caught up in last week’s AI sell-off.
Marathon Petroleum Earnings: Divestiture of Refining Assets Focuses Portfolio on Gulf Coast
Refining disruptions in the Middle East and Russia continue to benefit US refiners.
Arista Earnings: Raising Fair Value Estimate Amid High-Speed Networking Growth
Arista stock popped more than 10% after hours, but it still looks materially undervalued to us. This is a top pick in technology hardware.
Alphabet Stock Sank After Earnings. Here’s What Investors May Be Missing
Despite investors’ worries about AI’s impact on search, we’re still optimistic about Alphabet.
Third-Quarter Earnings Are Going Well—Unless You’re Big Tech
The ‘Other 493′ are on track to report faster earnings growth than the Mag 7 for the first time in years.
CoreWeave Shares Are Down 45% in the Past Month. Is the Stock a Buy Ahead of Earnings?
With shares under pressure from debt concerns, here’s what we’ll be watching in CoreWeave’s earnings.
AMD Earnings: Strong Data Center Outlook Points to Upside for Stock
We raise our fair value estimate for AMD stock.
Berkshire Hathaway Shares Are Up 11% This Year. Is the Stock a Buy Ahead of Earnings?
With the insurance industry under pressure, here’s what we’ll be watching in Berkshire Hathaway earnings.
Pfizer Earnings: Our Pipeline View Is Incrementally Positive
Our updated model points to likely revenue declines in 2028 and 2029 and a return to low-single-digit growth in the early 2030s.
Apple Earnings: iPhone Revenue Rises 18%, but Shares Look Expensive
We maintain our fair value estimate of Apple stock.
Palantir Earnings: We Raise Fair Value Estimate as AI Growth Accelerates
We think Palantir stock is fairly valued.
3 Stocks to Sell and 3 Stocks to Buy for November
Plus, whether Microsoft, Alphabet, or Amphenol look attractive after earnings.
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