STX 2026-08-22 Seagate: Shares May Fall Aggressively If Gross Margins Won't Last
Seagate’s FY2026 margin expansion reflects favorable HDD pricing, mix and industry supply discipline, raising the risk that cyclical…
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STX 2026-08-22 Cavenagh Research 1 click CNC 2026-08-22 Centene Corporation: The Margin Recovery Is Real, And The Market Is Still Catching Up
Centene’s Medicaid margins are recovering ahead of schedule, Medicare is nearing profitability, and Marketplace risk adjustment is…
Chris Bazzle O 2026-08-22 Realty Income: European Growth Engine Backs This Monthly Dividend Payer
Realty Income raised AFFO guidance to $4.44 to $4.45 and targets $10 billion of 2026 investments, with European expansion supporting its…
IWA Research GD 2026-08-22 General Dynamics: Why Q2 Results And Market-Cap Weighted Multiples Trigger An Upgrade (Rating Upgrade)
General Dynamics’ Q2 beat, 1.5 book-to-bill ratio and $136.5 billion backlog support an upgrade, with Aerospace margin gains and Marine…
Burak Kaan Yilmaz SOXX 2026-08-21 SOXX: Growth And Profitability May Be Peaking
SOXX holdings Nvidia, AMD and Broadcom signal slowing growth and peak-margin risk after the sector’s steep July selloff.
Mauro Caversazzi 3 clicks VISN 2026-08-21 Vistance Networks: The Valuation Makes This Stock A Strong Buy
Vistance Networks trades at $11 after a $5 special distribution, with a DOCSIS 4.0 upgrade cycle, cash reserves and a $160 million tax…
Investor Overview 2 clicks PLTR 2026-08-21 Palantir Just Turned Its Biggest Weakness Into A Strength
Palantir’s revenue rose 93% to $1.94 billion as U.S. commercial bookings jumped 149%, lifting GAAP operating margin to 47% and free cash…
Quantryon Capital 3 clicks IRTC 2026-08-21 iRhythm: The Algorithmic Margin Inflection Changes The Story
IRhythm’s ZEUS clearance cuts clinician review time 50%, targeting $100 million in five-year savings as cardiac monitoring margins expand…
Equity Eagle GFS 2026-08-21 Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries
GlobalFoundries' data center revenue rose 62% year over year as rising capex for quantum and silicon photonics increases near-term cash…
Jason Ditz PLTR 2026-08-21 Palantir: Why Michael Burry's Put Buys Should Not Deter Retail Investors
Palantir's U.S. commercial business grew triple digits as GAAP net margins rose from under 10% to 55%, countering Michael Burry's bearish…
Elizabeth Pramila 2 clicks CORT 2026-08-21 Like The Knick's, Corcept Rebounded And Is Crushing It
Corcept Therapeutics expects Lifyorli and Korlym to support 44% revenue growth, while FDA and European decisions on relacorilant could…
ChuckJones 1 click BAC 2026-08-20 Bank of America Preferreds: Better Propositions Available Than Series GG
Bank of America’s BAC.PR.B yields just over 6% near par, while discounted lower-coupon series such as BAC.PR.P offer better value despite…
Prakhar Agarwal, CFA 1 click PTLO 2026-08-20 Portillo's: Guidance Cut Confirms It's Cheap For A Reason
Portillo's guidance cut followed a 1.2% same-restaurant-sales decline and 1.9% margin compression, while its $343 million TRA liability…
KC Research 3 clicks NBIS 2026-08-20 Nebius: The Market Is Arguing About The Wrong Number
Nebius posted 454% revenue growth and a 41% EBITDA margin, while Meta’s $27 billion agreement supports its AI infrastructure backlog.
The Quality Growth Investor 3 clicks TEM 2026-08-20 Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance
Tempus AI's diagnostics and data businesses grew Q2 2026 revenue 19.4% year over year, with FDA approvals, expanded tests and pricing aimed…
BHP 2026-08-20 BHP: Stop Calling This An Iron Ore Stock
BHP expects copper to generate over half of FY2026 EBITDA and plans a 40% production increase by FY2035 after profit, free cash flow and…
On the Pulse 1 click ANET 2026-08-20 Arista Networks: Q2 2026 Justifies A Higher Price Target
Arista Networks posted Q2 2026 revenue of $3.036 billion, up 37.7%, with AI fabrics and data-center networking driving higher EPS estimates…
The Curious Analyst 1 click SA 2026-08-20 Seabridge Gold: Fairly Valued Now But Big Upside
Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…
Redfern Research APP 2026-08-19 AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating
AppLovin’s AXON 2.0 self-serve rollout, e-commerce onboarding and Connected TV expansion aim to revive growth after Q2 2026 revenue and…
KL Research 2 clicks AZN 2026-08-19 AstraZeneca Vs. Bristol-Myers Squibb: Who's The Better Bargain For Investors?
AstraZeneca and Bristol-Myers Squibb are compared on oncology and inflammatory-disease drug portfolios as merger rumors cool.
PGY 2026-08-19 Pagaya Technologies: A Fast-Growing Industry Disruptor Trading At A P/E Of 6.6x
Pagaya Technologies reported Q2 2026 network volume of $3.54 billion, 19% revenue growth and 99% adjusted net-income growth, while trading…
Akim Guerreiro CRWV 2026-08-19 CoreWeave: The Execution Story Is Flashing A Strong Signal (Rating Upgrade)
CoreWeave’s Q2 converted backlog into sales, expanded margins and lifted operating leverage as active contracts topped half of its $104.2…
Future Stack Investment 1 click RDDT 2026-08-19 Reddit: Curb Your Enthusiasm About The Index Effect
Reddit joins the S&P 500 on August 18 after a short-term rally, while Q2 revenue growth came from ad pricing rather than user expansion and…
Dilantha De Silva 1 click ZETA 2026-08-19 Zeta Global's AI Story Just Became Measurable (Rating Downgrade)
Zeta Global’s Athena AI superusers grow four times faster, while comprehensive adopters generate 70% of revenue.
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