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Earnings Analyses
Samsara Q1 Review: Enterprise Mix, International Strength Asserts Beat-N-Raise Quarter
CVB Financial: Attractively Valued, But Earnings Likely To Dip
Lululemon Athletica: From Yoga To Footwear, Initiate With 'Buy'
Veeva Systems: A Stable Growth Story (Downgraded To A Hold)
Marvell: Does Its AI Chip Exposure Make It A Buy?
NIO: Time To Get Moving
Victoria's Secret: Slowly Turning The Corner
Star Bulk Carriers Is Fairly Priced, But Not Cheap (Rating Downgrade)
Semtech Q1 Earnings: Chipmaker On Shaky Ground, I'll Pass (Rating Downgrade)
Lululemon Q1 2024 Earnings Update
Five Below: Shares Go On Sale At Last
Phreesia: Growth Remains Strong, With EBITDA Margin Set To Improve
Hewlett Packard Enterprise Has A Long AI Runway (Rating Upgrade)
Couchbase Q1 Earnings: Strong Growth With A Step Towards Profitability
Smartsheet Earnings: Stock Jumps Higher But Questions Remain
UP Fintech: A Good Quarter And A Positive Outlook (Rating Upgrade)
Deckers Outdoor: Excessive Investor Optimism Can Trigger A Selloff As Growth Slows
Dollar Tree Q1: Strategic Alternatives Show Hope As Family Dollar Weakness Continues
DiDi Global: The Turnaround Has Gained Momentum
CrowdStrike Q1: Growing In Deals With Multiple Modules
CrowdStrike: Doubling Down On Warning
PVH Q1 Results Were Low But Met Expectations, The Stock Offers Upside Opportunity
DocuSign Q1 Preview: AI-Driven Resurgence
J.Jill: A Good Price Heading Into Earnings
Ubisoft: Dip Buying Despite Bookings Disappointments
Upgrading Ollie's Bargain Outlet Holdings, Crushing It In This Environment
Stitch Fix: Q3 Earnings Still Show Massive Challenges, Rally Unjustified
Hewlett Packard Enterprise: Q2 Earnings Show Server Demand Is Finally Rebounding
Sportsman's Warehouse: Cheap But Risky After Weak Q1 And Strategic Shift
Dollar Tree Q1 Earnings: Strategic Review A Potential Catalyst
Stitch Fix Earnings: Fixed Up? I Don't Think So
Core & Main Plunges Despite A Generally Rosy Picture
FuelCell Energy: Consider Potential Q2 Results Miss And Korean Market Opportunities
Snowflake: A Bargain When You Consider The Right Metrics (Rating Upgrade)
Why I Like Cresco Labs
British American Tobacco: Still Not Worth Investing
CrowdStrike: Record-Breaking Q1 Earnings, My Thoughts On Valuation
Kingsoft Cloud Is At An Inflection Point (Rating Upgrade)
Sportsman's Warehouse Q1 2024 Was Bad, The Stock Still A Hold
Nutanix: Evidence Of Strong Demand Momentum In Q3 2024
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