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Latest Earnings Analysis
Allianz: Neutral View After Capital Market Day
GameStop Deserves To Fall More, Even After Signs Of Progress
Yext: Still Missing The Target (Rating Downgrade)
Yext: This Low-Quality Software Business Is Overdue For A Pullback
Stitch Fix Earnings: A Strong Quarter, But Risks Remain (Rating Upgrade)
American Eagle Outfitters: FY25 Should Be A Better Year
Couchbase: A Chilling Slowdown In Growth, But Value Proposition Remains Appealing (Rating Downgrade)
Braze: Remain Optimistic On The Growth Outlook
G-III Apparel Group Continues To Perform, But I Think It Has Reached Fair Value
Vail Resorts: Shares Are Worth Considering On Better Results, Higher Guidance
Oracle Q2: Doubling CAPEX In FY 2025, Stock Remains A 'Sell'
Haleon: Guidance Implies Uncertainty Around Flu Season
Dollar General: Muted Earnings Growth Outlook
Kroger: On Track To Normalized Growth, Margins
AutoZone: Stick With This Winning Compounder
Oracle Q2: Great Cloud Performance, But Valuation Is A Little Stretched
American Outdoor Brands Had A Good Quarter, But The Stock Already Discounts A Fantastic Future
Magnolia Oil & Gas: Continued Improvements In Capital Efficiency
MongoDB: On Firmer Footing As Consumption Drives Re-Acceleration (Rating Upgrade)
Sprinklr: Valuation Multiples To Remain At A Discount Vs. Peers
MongoDB Q3: Expect AI Workloads To Set Off Platform Consumption Next Year
Cracker Barrel's Recovery Is Moving Slowly, But I'm Willing To Stay Patient
MongoDB Q3 Earnings: Growth Acceleration Could Be On The Horizon, But A Lot Priced In
S&P 500 Earnings: The Fallacy Of Valuation And Non-U.S. Investments
Micron Q1 Preview: Mixed Signals Going Into Earnings
C3.ai Earnings: Revenue Surges But Profitability Delayed
Okta: Growth Outlook Has Gotten Better
Five Below: Plenty Of Uncertainties In The Growth Outlook
GitLab: Stay Buy Rated On Solid Growth Momentum
KNOT Offshore Partners: No Visible Near-Term Catalysts - Hold
Nvidia Q3: AI Dominance, Strong Growth Make It A Strong Buy For The Future
Alamos Gold: A Solid Buy-The-Dip Candidate
Wheaton Precious Metals: Strong Trend, But Too Much Shine On The Stock Price
Argan Is Still A Decent Buy After Q3 FY25 Earnings
As Costco's Q1 Earnings Approach, Let's Understand The Mindset Of Its Shareholders
Lululemon Athletica Q3: Demise Of The Company's Growth Greatly Exaggerated
Broadcom Q4 Preview: Upgrade Due To Revised VMware Strategy, New Custom AI Chip
DNB Bank: Commission Income Boom Consolidated With Carnegie Acquisition
Payoneer Global: Keep In The Basket As Payment Processors Expect Future Growth
Retail Sector Earnings Roundup: Analyzing The Holiday Season Winners And Losers
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