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…
Newly spun off Qnity proves it’s an AI force that investors should not ignore
Qnity Electronics on Thursday reported strong fourth-quarter results alongside rosy guidance, solidifying its reputation as an under-the-radar beneficiary…
Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip…
We’re raising our price target on Eli Lilly as the GLP-1 leader delivers
Eli Lilly ‘s fourth-quarter results blew past Wall Street estimates on Wednesday, as key GLP-1 drugs, Mounjaro for…
Starbucks CEO ‘cracked the code’ as the brand’s revival gains ground
Starbucks’ quarterly results on Wednesday showed proof that CEO Brian Niccol’s brand revival is working, sending shares to…
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…
Linde stock slips despite an earnings beat — why we’re maintaining our rating
Linde ‘s earnings beat Friday couldn’t overcome a cash flow miss and softer guidance. Shares of the industrial…
Starbucks shows progress in its turnaround but is stuck in an unloved group
Starbucks reported mixed quarterly results on Wednesday — but there was enough in the numbers and on the…
We’re downgrading it, considering next move
Shares of Abbott Laboratories fell 3% on Wednesday after the diversified health-care company delivered another less-than-stellar quarter. Revenue…
BlackRock’s move into new markets pays off, sending shares to a new high
BlackRock’s better-than-expected quarterly results Tuesday helped push the stock to a fresh record high. The market sees what…