MongoDB Earnings: High Expectations Around AI-Led Growth Overshadow Solid Quarterly Results
We’ve raised our fair value estimate of MongoDB stock.
Company Earnings
More on Company Earnings
Nio Earnings: Loss-Narrowing Trend Continues, but Volume and Margin Guidance Disappoint
We’ve lowered our fair value estimate of Nio stock.
After Earnings, Is Salesforce Stock a Buy, a Sell, or Fairly Valued?
With a solid quarter driven by AI monetization, here’s what we thought of Salesforce’s earnings.
Marvell Earnings: Blistering Growth
We’ve raised our fair value estimate for Marvell stock.
What’s Happening in the Markets This Week
August Jobs report on deck. Dell, Broadcom, and Snowflake to release earnings.
Salesforce Earnings: Strong Bookings, Second-Half Reacceleration, Positive Anthropic Announcement
We were pleased to see Salesforce stock bounce materially after this quarter’s results.
Veeva Earnings: Customer Wins and AI Progress Fuel Momentum
Veeva puts aside the artificial intelligence-concerned naysayers and touts continued business strength.
CrowdStrike Earnings: Raising Fair Value Estimate as AI-Driven Demand Lifts Results
Strong growth across cloud, identity, and security operations points to continued momentum.
After Earnings, Is Walmart Stock a Buy, a Sell, or Fairly Valued?
After sales slowdowns, here’s what we think of Walmart stock.
Nvidia Earnings: Raising Fair Value as AI Buildouts are Accelerating
The showstopper, in our view, was Nvidia’s stunning forecast of 70% revenue growth next year.
After Earnings, Is Home Depot Stock a Buy, a Sell, or Fairly Valued?
Despite the stalled housing market and economic uncertainty, Home Depot’s sales grew in the second quarter.
What’s Happening in the Markets This Week
Inflation data from the July PCE report is on deck. Nvidia and Salesforce to report earnings.
Walmart Earnings: US Comparable Sales Hit Six-Year Low; Digital Scale Offers Cushion
We believe Walmart shares are overvalued even after their selloff.
After Earnings, Is Applied Materials Stock a Buy, a Sell, or Fairly Valued?
Amid healthy industry demand, here’s what we thought of Applied Materials’ earnings report.
5 Stocks with the Largest Fair Value Estimate Cuts After Q2 Earnings
Charter and HubSpot are among the stocks with the deepest reductions.
Analog Devices Earnings: Raising Fair Value Estimate with AI Strength
We think ADI’s high-quality analog business is well positioned to prosper in AI.
Target Earnings: Merchandising-Led Turnaround Gains Traction as Traffic Improves
We plan to raise our fair value estimate of Target stock.
Lowe’s Earnings: Consumers Outweigh Brand Power in the Near Term
Lowe’s is making the appropriate investments to drive sales and profit growth.
Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
We’re expecting another beat-and-raise quarter, while watching the roadmap and discussions of its financing and partnership deals.
Home Depot Earnings: Sales Growth Lifted by Pro Additions as DIY Still Bound by Tough Housing Market
Home Depot’s ability to merchandise for both DIY and pro customers has allowed it to capture increased market share.
United States