Company Earnings

Appearing to be better positioned than its competitors, here’s what we thought of Coca-Cola’s earnings report.

Palantir has the best growth and margin profile in our software coverage, but its valuation is demanding.

With receding competitive intensity and decelerating customer turnover, here’s what we thought of Verizon’s earnings report.

Exxon’s underlying progress toward portfolio improvement continues, and it’s well-positioned to capitalize on the current environment.

We’re closely watching data from early-stage pipeline programs that might warrant inclusion in our model.

We anticipate reducing our fair value estimate of Roblox stock.

While this was a weak quarter, we were aware of these headwinds and expected trading revenue to decline.

We lower our fair value estimate for Samsung Electronics, reflecting lower peak memory prices over the cycle.

With management maintaining its capex guidance, here’s what we thought of Tesla’s earnings report.

Raising our fair value estimate for wide-moat Amazon after good results were matched by solid guidance.

Trimming our fair value estimate to reflect short-term supply constraints and upward pressure on memory costs.

Mastercard continues to see some margin improvement.

A quarterly beat or miss isn’t usually as meaningful as you think.

With rising capex and significant returns from AI investments, here’s what we thought of Alphabet’s earnings report.

Starlink revenue and profits, AI revenue, and capex in focus as SpaceX reports its first results as a public company.

We lower our fair value estimates for SK Hynix on softer peak memory prices over the cycle.

We keep our fair value estimate for wide-moat Microsoft, while raising our growth forecast.

We reiterate our fair value estimate for wide-moat Meta and view the after-market selloff as an overreaction.

We’re encouraged that P&G is working to extract inefficiencies.

We’ve slightly raised our fair value estimate of SoFi stock.