Company Earnings

Albemarle’s low-cost lithium operations should continue to generate current profits.

We’ve raised our fair value estimate of Western Digital stock.

There’s more room to run in the current upcycle, which we project to peak in early 2028.

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

We are lowering our fair value estimate after reducing our long-term gross margin forecast, cagrisema expectations, and stage 2 growth assumptions.

With guidance-beating results, here’s what we thought of Microsoft’s earnings.

As low crypto trading volumes weigh on revenue, here’s what we think of Coinbase’s stock.

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

We believe Disney’s irreplaceable characters will continue to drive a healthy experiences business, which we estimate is worth nearly as much as the market values the whole firm.

The key Uber debate remains the terminal impact of this new technology.

We’ve raised our estimate for Arista stock, which now looks fairly valued.

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

With sales up and adjusted margins down, here’s what we think of Meta stock.

As Ford develops new verticals in energy storage, here’s what we think of its stock.

We think investors are factoring in more optimistic scenarios than are most probable.

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

We still need to see significant pipeline progress to gain confidence in Pfizer’s goal of high-single-digit top-line growth in 2028-33.

Management sees stronger financial performance in all segments, as volumes are up across the footprint.

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

We like that the firm is unlocking value on its balance sheet by directing cash to investors rather than undertaking aggressive expansion that could weigh on longer-term returns.