Company Earnings

Raising fair value estimate of STMicro stock.

We are raising our fair value estimate for Microsoft stock after impressive results.

PG&E is seeing one of the fastest rates of annual earnings growth in the utilities sector.

With strong subscription growth, here’s what we think of Netflix stock.

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

Ford raised its free cash flow guidance and expects to lower costs; the stock remains undervalued.

Slightly raising our fair value estimate of Boeing stock.

Solid first quarter of revenue growth, but shares fall on higher spending plans.

With an increase in revenues, here’s what we think of Schwab’s stock.

Amid concerns about iPhone sales, here’s what we think of Apple stock.

Customer retention remains excellent, though AT&T still struggles to attract new customers; the stock remains undervalued.

After Visa’s ups and downs during the pandemic and recovery, we think it has settled into a more normalized groove.

GM’s adjusted automotive free cash flow set a first-quarter record; its stock remains undervalued.

Raising fair value estimate on Tesla stock as Q1 earnings drive affordable model buzz.

Watching sales growth in Zepbound and Mounjaro, here’s what we think of Eli Lilly stock.