We’re lifting our price target on Cardinal Health after issuing rosy profit guidance
Cardinal Health on Tuesday showed why the healthcare distributor belongs in our portfolio, delivering robust full-year earnings guidance…
We’re increasing our Eli Lilly price target after another beat-and-raise quarter
Eli Lilly on Wednesday reported better-than-expected quarterly results and raised its full-year guidance as the company’s portfolio of…
Eaton jumps as its earnings and outlook signal hope for the AI buildout
Eaton delivered an excellent quarter on Friday, reinforcing our view that the AI data center buildout remains alive…
Microsoft’s AI spending guide is music to our ears, quieting the bears — for now
Microsoft broke ranks and kept its capital expenditures outlook steady — and the troubled stock was handsomely rewarded…
Micron says the AI party is far from over, but not all are celebrating
The bears may be ready for bed, but the AI party doesn’t look to be ending anytime soon,…
Costco issues a lukewarm quarter, but delivers on the metric that matters most
Costco Wholesale reported a decent quarter Thursday evening, delivering just enough on the membership numbers that we identified…
Apple delivers a nearly perfect quarter, with a CEO change and an AI update ahead
Apple on Thursday evening reported a strong quarter to wrap up a busy week of megacap earnings. Clearly,…
Alphabet increases AI spending but gets rewarded for further proof that it’s paying off
Alphabet reported a monster quarter, with revenue more than $2.5 billlion ahead of expectations and earnings nearly doubling…
CrowdStrike makes case on AI with an excellent quarter — where we stand
CrowdStrike delivered robust quarterly results on Tuesday, exceeding expectations across all key measures. Still, the market was wavering…
We’re increasing our Cisco Systems price target after an AI-fueled beat and raise
Cisco Systems shares spiked higher Wednesday evening after the networking company delivered a quarterly beat and outlook raise.…
Here’s our price target and rating on Qnity, our newest stock to ride the AI chip boom
Call us believers in the Qnity Electronics story. We’re instituting a buy-equivalent 1 rating and price target of…
We’re raising our Eli Lilly price target — what a difference a quarter makes
Eli Lilly shares jumped Thursday after the drugmaker posted a strong third quarter, driven by sales of its…