Intuit targets 9.1% FY2027 revenue growth and 23% EPS growth after Q4 revenue rose 13.7%, supported by Global Business Solutions, Credit…
SA Treading Softly Sep 3 5 clicks CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
S First Strike Research Sep 3 14 clicks
Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.
S TSOH Investment Research Sep 3 1 click
DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…
S MBI Deep Dives Sep 2 5 clicks
IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…
SA Quantryon Capital Sep 2 5 clicks Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
S Rebound Capital Sep 2 2 clicks
Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…
BL Cestrian Capital Research. Sep 1
CrowdStrike posted 25.8% Q2 revenue growth and $333 million of net new ARR, while FY27 ARR guidance rose to 34% despite a 150% stock rally…
BL Cestrian Capital Research. Sep 1
MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…
S Aurelion Research Sep 1 5 clicks
Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…
SA The Bullionaire Sep 1 1 click CNR · long Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…
BL Value Investors Club Jun 1 1 click
DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.
S MBI Deep Dives Aug 6 2 clicks
Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…
S Speedwell Memos Aug 5 8 clicks
Coupang’s data leak held 2Q26 constant-currency product-commerce growth to 8%, while promotions and excess logistics capacity pressured…
BL Speedwell Research Aug 5
Spotify reached 300 million Premium subscribers in 2Q26 and is increasing free-service friction in emerging markets to lift conversion and…
S MBI Deep Dives Aug 5 3 clicks
Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…
S Speedwell Memos Aug 5 9 clicks
Equifax’s Workforce Solutions generated $2.58B in 2025 at more than 50% EBITDA margins, anchored by Work Number.
S Rebound Capital Aug 5 1 click
Genius Sports’ $1.2 billion Legend acquisition adds direct bettor monetization, while its exclusive NFL data rights could supply prediction…
S Sylence Capital Aug 5 1 click
Perimeter Solutions’ Fire Safety EBITDA grew 1% as USDA pricing and a DLA inventory transition weighed, while its $120 million Monaco…
BL Speedwell Research Aug 5
Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…
S Speedwell Memos Aug 4 8 clicks