Rubrik posted 38% Q2 revenue growth to $427.3 million, but Cloud ARR growth slowed to 39% and its enterprise value reached 15.7 times…
BL Cestrian Capital Research Oct 12 3 clicks
Nebius’s 1 GW annual active-capacity target from 2027 is realistic, according to a former product manager, with greenfield data centers…
S P Equity Research Oct 12 4 clicks
Jenga Global Master Fund returned 8.10% in Q3 2026, added Adobe and Mexican airports, and later initiated S&P Global.
S Global Outperformers Oct 12 3 clicks
Howmet Aerospace posted 24% Q2 revenue growth and 46% adjusted EPS growth, but HWM trades about 87% above a $120.69 DCF fair-value estimate.
SA Alexander I. Velasquez Oct 12 2 clicks Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…
S Trade Ideas Flow Oct 12 4 clicks
Magna International’s gross margin reached 14.7% and operating margin 5.6%, supporting double-digit earnings growth alongside EV investment…
SA David Zanoni Oct 12 1 click FICO’s mortgage credit-score monopoly sits at the center of a GSE-dominated U.S.
S scuttleblurb Oct 12 4 clicks
Ralph Lauren’s 2017 CEO change put Patrice Louvet in charge of reversing nine quarters of same-store sales declines and restoring the…
S TSOH Investment Research Oct 12 1 click
Dassault Aviation leads a 53-pitch roundup with a €45 billion order book against €7.4 billion of sales and a 26.6% Thales stake.
S Capital Employed Oct 12 4 clicks
Figma’s Q2 revenue rose 48% to $370.1 million as AI credit adoption lifted retention to 136%; FY2026 revenue guidance increased to $1.463…
BL Cestrian Capital Research Oct 11 2 clicks
WDAY · long Workday shares have declined since February 2024 as the market has turned against SaaS stocks.
BL Value Investors Club Jun 10 1 click
Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…
S MBI Deep Dives Aug 28 7 clicks
TSOH Weekly Roundup tracks Dick’s Sporting Goods’ Foot Locker setback and Brown-Forman’s internal debate over a potential Pernod Ricard…
S TSOH Investment Research Aug 28
Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…
SA Max Greve Aug 28 1 click QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…
S SixSigmaCapital: Navigating the Financial Markets Aug 28
ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…
SA Capital Connoisseur Aug 27 1 click Intuit cut FY27 and medium-term growth targets after entry-level customer acquisition struggles, sending shares down 3.2% following Q4…
S Librarian Capital's Research Library Aug 26
Intuit beat FY2026 estimates despite a $293 million restructuring charge, reset growth ambitions and will include stock-based compensation…
S Global Outperformers Aug 26
Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.
SA Steven Fiorillo Aug 26 1 click Wolfspeed, Nordson and Nucor target AI data-center demand through 800-VDC power, chip testing equipment and domestic steel capacity, aided…
S Monte Independent Investment Research Aug 26