Company Earnings
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PNC Earnings: Sequential Contraction in Net Interest Margin Not the Whole Story
We do not think AI tools are a significant near-term threat to PNC’s deposit base, as banking relationships are built on trust.
Charles Schwab Earnings: Higher Interest Rates Slightly Overshadow Otherwise Stellar Quarter
We plan to lower our fair value estimate for Schwab stock by a low-single-digit percentage.
Chip Stock Selloff Deepens in Asia, Extends to Europe and US
The week’s tech stock rout continues despite strong earnings from TSMC and ASML.
Ahead of GE Aerospace Earnings, Is the Stock a Buy, a Sell, or Fairly Valued?
With high fuel prices threatening to slow airline capacity growth, here’s what we’re watching in GE Aerospace’s earnings.
Bank of America Earnings: Market Overreaction to Regulatory Fine Provides a Solid Entry Point
We’ve lowered our fair value estimate of Bank of America stock.
Citigroup Earnings: Solid Quarter Overshadowed by Cautious Guidance
We’ve lowered our fair value estimate for Citi stock.
Wells Fargo Earnings: Maintained Guidance Overshadows Decent Results
We’ve slightly lowered our fair value estimate of Wells Fargo stock.
ASML Earnings: Capacity Plan Falls Short of Demand; 2029-30 Order Visibility Is the Next Catalyst
Upgrades were the main driver of the 57.5% gross margin this quarter.
BlackRock Earnings: Positive Flows Offset Market Losses to Lift AUM to Record Levels
We remain conservative with our near-term assumptions for BlackRock and the rest of the US-based asset managers.
Tesla Stock Is Down Nearly 20% This Year. Is it a Buy Ahead of Earnings?
Following the rollout of its first autonomous Cybercab, here’s what we expect from Tesla’s earnings report.
JPMorgan Earnings: Solid Results Despite Capital Markets Softening
We’ve raised our fair value estimate of JPMorgan stock.
Johnson & Johnson Earnings: Pharma Momentum, but MedTech Headwinds Dampen Growth
We think the market continues to overvalue J&J stock.
UnitedHealth Earnings: Margin Improvement Continues in Risk-Taking Operations
We are boosting our near-term expectations on strong trends.
4 Things to Watch for in Big Bank Earnings
Third-quarter bank results to offer fresh insights into lending profitability, credit conditions, consumer finances, and more.
Markets Brief: Is the US Stock Market Starting to Broaden, or Will Big Tech Stay on Top?
Analysts say it depends on third-quarter earnings.
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