Company Earnings

As the firm focuses on AI security solutions, here’s what we thought of Zscaler’s earnings report.

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

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

With massive revenue ramps to OpenAI and Anthropic, here’s what we thought of Broadcom’s earnings report.

We believe Macy’s can improve margins through its strategic plan and store closures, but gains are likely to be limited without stronger sales growth.

As the firm benefits from a growing enterprise AI market, here’s what we thought of Snowflake’s earnings report.

We continue to view Jersey Mike’s stock as overvalued following a mid-single-digit pop in share price.

With a solid earnings beat backed by AI momentum, here’s what we think of MongoDB’s stock.

August inflation report slated for release, plus earnings from Adobe and Oracle.

We think growth will stay strong into 2028 as AI security becomes a larger part of the mix.

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

With a showstopper revenue forecast, here’s what we thought of Nvidia’s earnings report.

We raise our fair value estimate for Snowflake stock.

We think Broadcom stock is significantly undervalued.

We’ve raised our fair value estimate of Palo Alto stock.