Research

  • Earnings: Costco Wholesale FY25 Q2

    Costco Wholesale (NASDAQ:COST) delivered a mixed Q2 FY2025, with a slight revenue beat but a minor EPS miss. While no formal guidance was provided, the company shared February sales numbers… Read more

  • Earnings: Adobe Inc FY25 Q1

    Adobe Inc (NASDAQ:ADBE) delivered a double beat for Q1 FY2025, surpassing expectations on both revenue and earnings. However, guidance for Q2 and the full year came in slightly below expectations—an… Read more

  • Equity Quickie: Nio

    Here’s a high-level summary of Nio Inc (NASDAQ:NIO), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers… Read more

  • Earnings: Salesforce Inc FY25 Q4

    Salesforce Inc (NYSE: CRM) delivered a mixed Q4 earnings report, falling slightly short on revenue and guiding lighter than expected. However, growth remains solid, with significant potential as AI offerings,… Read more

  • Earnings: Dell Technologies FY25 Q4

    Dell Technologies (NYSE: DELL) delivered a mixed Q4 to close out FY25, with revenue and EPS guidance coming in lighter than expected. While Infrastructure Solutions Group (ISG) saw solid growth… Read more

  • Earnings: Workday Inc FY25 Q4

    Workday Inc (NASDAQ:WDAY) closed out FY25 with a strong Q4, surpassing revenue and EPS expectations while maintaining solid growth in both the U.S. and international markets. A key highlight was… Read more

  • Earnings: NVIDIA FY25 Q4

    NVIDIA (NASDAQ:NVDA) once again exceeded market expectations and raised guidance for the current quarter. While Data Center growth has slowed slightly, it continues to grow at an impressive rate, up… Read more

  • Equity Quickie: Robinhood

    Here’s a high-level summary of Robinhood (NASDAQ:HOOD), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers receive… Read more

  • Earnings: Rivian Automotive FY24 Q4

    Rivian Automotive (NASDAQ: RIVN) met expectations in Q4, achieving gross margin profitability for the first time—a key milestone in its push for operational efficiency. The company also began separately reporting… Read more

  • Earnings: Alibaba Group FY25 Q3

    Alibaba Group (NASDAQ:BABA) delivered strong FY25 Q3 earnings, beating expectations with solid growth in its Cloud Intelligence Group. The 9% year-over-year growth in its core Taobao & Tmall Group was… Read more