Company Earnings
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Albemarle Earnings: We Expect Improved Results In the Rest of Year Following Cyclically Low Profits
We still view Albemarle stock as materially undervalued.
After Earnings, Is Alphabet Stock a Buy, a Sell, or Fairly Valued?
With accelerating revenue growth and its AI push, here’s what we think of Alphabet’s stock.
Novo Nordisk Earnings: Raised Fair Value Estimate Still a Contrast to Market Overenthusiasm
High obesity drug demand and a scarcity of supply have driven its stock above its intrinsic value.
After Earnings, Is Verizon Stock a Buy, a Sell, or Fairly Valued?
With price increases driving revenue gains, here’s what we think of Verizon stock.
Cognizant Earnings: Improved Profitability Buttresses Results as Customer Spending Remains Muted
We continue to view Cognizant as a moaty IT service vendor with a strong growth and margin profile.
Marathon Petroleum Earnings: No Change to Competitive Position, but Shares Look Expensive
The outlook for the refining market remains robust, with strong demand and limited capacity additions.
After Earnings, Is AT&T Stock a Buy, a Sell, or Fairly Valued?
With improved free cash flow, here’s what we think of AT&T stock.
After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?
With strong third-quarter results, here’s what we think of Microsoft stock.
Mastercard Earnings: A Stable Environment Highlights the Firm’s Strengths
We think the current environment highlights the solid growth Mastercard can achieve over time.
Pfizer Earnings: Solid Results Supported by Steady Tracking Toward $4 Billion In Cost Cuts
We continue to view Pfizer stock as undervalued.
Starbucks Earnings: Not a Lot to Like About Results as Global Traffic Sputters
We expect to lower our fair value estimate of Starbucks stock by a high-single-digit percentage.
CVS Earnings: Weak Medicare Advantage Profits Cut Into 2024 Outlook
We are reducing our intermediate-term expectations for CVS, which pushed down our fair value estimate of its stock.
Amazon Earnings: AWS Growth Accelerates and Profit Margins Improve
We’re raising our fair value estimate for the retail stock after good first-quarter results showed record operating profit.
SiriusXM Earnings: Decent Results With Plan for Technology and Content Investment to Drive Growth
As we forecast slower long-term growth, we’re reducing our fair value estimate of SiriusXM stock.
Coca-Cola Earnings: Solid Volume On Innovation and Digital Engagement
We think Coke’s total beverage portfolio approach should continue to fuel volume and pricing growth.