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Earnings
We’re raising our Apple price target, seeing plenty of good despite memory
Apple on Thursday evening reported quarterly beats on its top and bottom lines. But even the world's greatest consumer products company is not immune to skyrocketing memory prices caused by massive shortages. Revenue in Apple's fiscal…
Coinbase shares fall after crypto exchange posts disappointing
Jakub Porzycki | Nurphoto | Getty ImagesCoinbase shares dropped in extended trading on Thursday after the crypto platform posted a wider-than-expected loss for the second quarter, underscoring the continued troubles resulting from a…
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 and well. The power management company also raised its sales outlook to reflect a bigger-than-expected contribution from…
Linde’s post-earnings slide is a buying opportunity. Here’s why
Shares of industrial gas giant Linde dropped Friday despite reporting better-than-expected profits and sales. Linde remains a quiet beneficiary of the artificial intelligence boom, but problems facing part of its healthcare business are…
Amazon (AMZN) Q2 earnings report 2026
Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York on Feb. 26, 2025.Michael Nagle | Bloomberg | Getty ImagesAmazon is set to announce its second-quarter earnings after the bell on Thursday. Here's what analysts are…
Here’s a closer look at our decision to change course on P&G
Procter & Gamble's soft earnings report Wednesday morning motivated us to take decisive action and move on from our tiny remaining position. The reason is simple: There's not much to really like in the results. And while we made this…
We’re upgrading our Boeing rating as Ortberg’s turnaround bears fruit
Boeing on Tuesday delivered encouraging second-quarter results, strengthening our conviction in CEO Kelly Ortberg's turnaround and the runway ahead for the stock. Revenue in the second quarter rose 8% from a year ago to $24.56 billion,…
IBM Q2 earnings report 2026
IBM CEO Arvind Krishna attends a Rose Garden Club event on the Rose Garden of the White House in Washington on July 6, 2026. Mandel Ngan | Afp | Getty ImagesIBM lowered its 2026 forecast and delivered weaker earnings than analysts had…
Comcast earnings highlight NBCUniversal strength ahead of split
People walk by the Comcast building which houses NBC Studios in Manhattan on June 29, 2026 in New York City. Spencer Platt | Getty ImagesComcast's second-quarter results on Thursday showcased strength at NBCUniversal — particularly in…
We’re ready to move on from Dover after the industrial’s weak quarter
Shares of Dover Corporation are plummeting on Thursday after the industrial conglomerate delivered disappointing quarterly results. Their days in our portfolio are numbered. Revenue in the second quarter rose 6.8% on an annual basis to…