Tag: club earnings
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After a soft Nike quarter, we have a big decision to make on the stock
The results are unlikely to improve Nike’s standing in the portfolio
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FedEx Freight takes a step forward in its independent journey. Here’s why we like the stock
FedEx Freight had plenty of encouraging things to say on its first earnings call as a standalone company.
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Micron says the AI party is far from over, but not all are celebrating
A blowout quarter for the memory maker is only lifting certain parts of the data center buildout.
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Why FedEx is down after a strong quarter — and its impact on our stock rating
We knew this report would be transitional, even messy, given the separation of FedEx Freight.
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CrowdStrike is a buy, just not yet. Here’s why
On top of the beat-and-raise, CrowdStrike announced a 4-for-1 stock split. But short-term thinkers sold the stock.
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Why we’re raising our price target on Broadcom despite its post-earnings sell-off
Broadcom’s AI business will continue to shine and outpace the conservative forecast.
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We’re upping our Palo Alto price target after strong earnings vanquish AI disruption fears
The business momentum is clear here, validating the stock’s dramatic comeback to fresh highs.
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