Browsing Category
Earnings
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…
We’re raising our Honeywell Technologies price target on post-spinoff
Honeywell Technologies shares rallied Thursday, bucking a broader market selloff after the industrial automation company delivered a strong quarter and raised guidance. Revenue in the second quarter ended June 30 rose 4.3% year over year…
American Airlines (AAL) Q2 2026 earnings
American Airlines further cut its 2026 earnings outlook Thursday, citing higher fuel costs, a sign that a jump in fares isn't enough for the U.S. airline that flies the most to fully offset this year's spike in fuel prices.Its shares…
GE Vernova sellers blinded by an earnings miss should focus on strong
GE Vernova shares were being punished on Wednesday for an earnings miss. While we understand that a miss is a miss, in this case, we think that sellers are focusing on the wrong metric for judging the results. Revenue in the second…
Wells Fargo did enough to remain in our portfolio. What we liked about
The knee-jerk selling of Wells Fargo shares after a largely strong second-quarter earnings report made no sense. Tuesday's results needed to shine following two quarters of disappointments and a struggling stock price. And they did.…
J&J falls despite a beat-and-raise quarter. Why we’re raising our price
Johnson & Johnson shares fell Tuesday despite a mostly strong second-quarter earnings report and an increase to its full-year guidance. We're not rattled by the market reaction and believe the reasons to like J & J remain intact.…
UnitedHealth Group (UNH) earnings Q2 2026
UnitedHealth Group on Thursday posted second-quarter earnings that blew past estimates and raised its full-year profit outlook, as the company better manages high medical costs and uses AI to help streamline operations. The largest…
Morgan Stanley (MS) earnings Q2 2026
Morgan Stanley on Wednesday posted record revenue and profit for the second quarter, driven by a 69% surge in equities trading revenue. Here's what the company reported:Earnings per share: $3.46 vs. $2.94 LSEG estimateRevenue: $21.35…
We’re raising our price target on Goldman Sachs after a blowout quarter
Goldman Sachs reported a blowout quarter Tuesday, fueled by booming activity on Wall Street, sending shares to fresh all-time highs. The stellar results, coupled with CEO David Solomon's rosy outlook, reinforce our desire to own the…
Wells Fargo bounces off 52-week lows. What it must do to get out of the
Wells Fargo has one job to do to sustain its struggling stock's recent bounce. It's not complicated. The stakes are high going into earnings on Tuesday morning, following two consecutive lackluster quarters . Wells Fargo's path back into…