100 messages
EL
Estée Lauder (EL): Margin Stability, China Recovery
Aug 30, 2025, 12:04 PM
Earnings Outlook
Estée Lauder’s margin resilience and China growth offset ongoing revenue headwinds, with cost controls and supply chain shifts supporting a cautious but stabilizing outlook for Q1 FY2026.
AEP
AEP: Record Q2, Raised Guidance, Contracted Load Growth
Aug 29, 2025, 09:04 PM
Quarterly Post-Earnings Summary
American Electric Power delivered record Q2 2025 results, raised guidance, and expanded its capital plan, driven by strong contracted load growth and margin expansion.
RTX
RTX: Strong Growth, Cautious EPS Outlook for 2025
Aug 29, 2025, 02:18 PM
Quarterly Post-Earnings Summary
RTX posts strong Q2 revenue and backlog growth, but trims EPS guidance and reports negative free cash flow, highlighting near-term cost and operational headwinds despite robust order momentum.
DE
Deere (DE): Margin Strength Amid Tariff Headwinds
Aug 29, 2025, 12:04 PM
Quarterly Post-Earnings Summary
Deere & Company delivered strong margins and cost discipline in Q3, but faces ongoing tariff headwinds, lower volumes, and reduced guidance, with technology investments offering long-term margin recovery potential.
TER
Teradyne (TER): AI Compute Fuels Growth, Margin Risks Remain
Aug 29, 2025, 09:04 AM
Quarterly Post-Earnings Summary
Teradyne beat Q2 expectations on strong AI-driven semiconductor test demand, but faces margin pressures and working capital risks amid a strategic pivot toward AI compute.
ADSK
Autodesk (ADSK): Growth Strong, Margins Under Pressure
Aug 29, 2025, 03:02 AM
Quarterly Post-Earnings Summary
Autodesk posts strong Q1 revenue and EPS beat, but ongoing margin pressures and conservative guidance temper near-term optimism despite robust product innovation.
ULTA
Ulta (ULTA): Growth Intact, Margin Pressures Persist
Aug 29, 2025, 02:33 AM
Quarterly Post-Earnings Summary
Ulta Beauty posted a Q2 beat with strong sales and loyalty growth, but margin pressures from rising costs remain a key concern as the company pursues digital and international expansion.
DELL
Dell (DELL): AI Server Momentum Drives Guidance Upgrade
Aug 29, 2025, 02:32 AM
Quarterly Post-Earnings Summary
Dell Technologies beat Q1 FY25 expectations on surging AI server demand, raised full-year guidance, and highlighted a record AI server backlog, despite near-term margin and regulatory risks.
MOH
Molina (MOH): Margin Pressures Offset Revenue Growth
Aug 28, 2025, 08:35 PM
Quarterly Post-Earnings Summary
Molina Healthcare posted strong Q2 revenue growth but faced significant margin compression and cut its 2025 earnings guidance, raising concerns about medical cost inflation despite operational improvements and a discounted valuation.
NOW
ServiceNow (NOW): AI Drives Margins, Guidance Cautious
Aug 28, 2025, 08:03 PM
Quarterly Post-Earnings Summary
ServiceNow (NOW) posted strong Q2 results with AI-driven margin gains, but conservative guidance and technical risks may limit near-term upside despite underappreciated long-term efficiency benefits.
HRL
Hormel (HRL) Margin Strength Offsets Weak Sales
Aug 28, 2025, 07:03 PM
Quarterly Post-Earnings Summary
Hormel Foods posts strong margins and an EPS beat in Q2 2024, but revenue growth remains sluggish; disciplined cost control and low leverage support earnings quality amid ongoing input cost pressures.
DG
Dollar General: Q1 Beat, Margin Risks Remain
Aug 28, 2025, 07:03 PM
Quarterly Post-Earnings Summary
Dollar General beat Q1 2025 EPS expectations with strong digital-driven sales, but persistent margin pressures and high leverage temper the outlook despite new strategic initiatives.
BBY
Best Buy (BBY): Margin Headwinds, Digital Upside
Aug 28, 2025, 06:02 PM
Quarterly Post-Earnings Summary
Best Buy faces ongoing margin pressures, but digital marketplace expansion and upcoming product cycles could drive a potential recovery in the second half of 2025 and beyond.
RTX
RTX Q2 Beat: Sales Raised, Cash Flow Lags
Aug 28, 2025, 03:35 PM
Quarterly Post-Earnings Summary
RTX beat Q2 2025 revenue and EPS expectations, raised sales guidance, and posted record backlog, but faces near-term free cash flow headwinds due to operational disruptions and tariffs.
TXT
Textron (TXT): Cash Flow Up, Margin Recovery Key
Aug 28, 2025, 12:03 PM
Quarterly Post-Earnings Summary
Textron raised full-year cash flow guidance on strong backlogs and disciplined cost control, but margin pressures in Aviation and Bell segments remain a key watchpoint for H2 2025.
HAL
Halliburton: Margin Strength Amid Revenue Pressure
Aug 28, 2025, 11:03 AM
Quarterly Post-Earnings Summary
Halliburton’s Q2 2025 results showed resilient margins and strong cash flow despite revenue and EPS misses, with management prioritizing profitability amid ongoing sector headwinds.
NTAP
NetApp (NTAP): Profitability Strong, Guidance Cautious
Aug 28, 2025, 03:32 AM
Quarterly Post-Earnings Summary
NetApp posted strong Q4 profitability and an EPS beat, but cautious guidance and high leverage keep investor sentiment muted despite sector-leading margins and Hybrid Cloud growth.
NVDA
NVIDIA (NVDA): AI Surge Drives Record Quarter, Guidance Raised
Aug 28, 2025, 03:02 AM
Quarterly Post-Earnings Summary
NVIDIA posts record Q2 results, raises guidance on surging AI/data center demand and potential China H20 export upside, with strong margins and bullish management outlook.
CRWD
CrowdStrike: Growth Strong, Margins Under Pressure
Aug 28, 2025, 03:02 AM
Quarterly Post-Earnings Summary
CrowdStrike posted strong revenue growth but faced margin pressures and a notable EPS decline, with investors watching for future profitability improvements and the impact of AI initiatives.
COO
Cooper Companies: Margin Strength Amid Segment Headwinds
Aug 28, 2025, 03:02 AM
Quarterly Post-Earnings Summary
Cooper Companies posted strong Q3 FY2025 results with robust growth in core lens segments and margin outperformance, but near-term caution persists due to segment-specific headwinds and competitive pressures.
HPQ
HPQ: Margin Pressures Persist After EPS Miss
Aug 28, 2025, 02:32 AM
Quarterly Post-Earnings Summary
HP Inc. reported an EPS miss and issued cautious guidance for Q3 FY2025, highlighting ongoing margin pressures and cost headwinds despite a strong dividend yield.
EMN
Eastman Chemical: Margin Pressure and Cautious Outlook
Aug 27, 2025, 10:33 PM
Quarterly Post-Earnings Summary
Eastman Chemical's Q2 FY2025 results missed expectations, with significant margin compression and cautious guidance driving near-term volatility despite a strong balance sheet and long-term recovery potential.
WSM
Williams-Sonoma: Strong Q1, Tariff Risks Loom
Aug 27, 2025, 08:02 PM
Quarterly Post-Earnings Summary
Williams-Sonoma posts strong Q1 results with resilient margins, but tariff uncertainty and macro risks cloud near-term outlook despite robust long-term fundamentals.
SJM
SJM: EPS Beat Overshadowed by Margin, Revenue Woes
Aug 27, 2025, 07:02 PM
Quarterly Post-Earnings Summary
JM Smucker's Q4 EPS beat masks ongoing revenue declines, margin compression, and high leverage, raising concerns about earnings quality and sustainability despite management's cost control efforts.
PRU
PRU: Cost Discipline & International Growth Offset GAAP Weakness
Aug 27, 2025, 04:06 AM
Quarterly Post-Earnings Summary
Prudential Financial’s Q2 2025 results reveal strong adjusted operating performance and international growth, offsetting headline GAAP weakness from investment losses and regulatory headwinds, with cost discipline emerging as a key driver.
AMT
AMT: Data Center Growth Offsets FX Headwinds
Aug 27, 2025, 02:04 AM
Quarterly Post-Earnings Summary
American Tower delivered strong Q2 revenue and data center growth, but FX losses and margin compression weighed on earnings despite raised guidance and bullish management outlook.
ADSK
Autodesk (ADSK): Subscription Growth Drives Q2 Upside
Aug 26, 2025, 09:07 PM
Earnings Outlook
Autodesk’s strong subscription growth and cost discipline support Q2 FY2026 earnings upside, with robust KPIs and early margin recovery potential from operational efficiencies.
DELL
Dell (DELL): AI Momentum vs. Consumer PC Headwinds
Aug 26, 2025, 08:35 PM
Earnings Outlook
Dell’s record AI server orders and ISG backlog drive bullish Q2 FY26 outlook, but persistent consumer PC weakness could limit upside despite strong free cash flow and positive institutional sentiment.
ULTA
Ulta (ULTA): Margin Pressures Offset Sales Growth
Aug 26, 2025, 08:32 PM
Earnings Outlook
Ulta Beauty’s Q2 FY2025 outlook highlights resilient sales growth driven by innovation, but persistent margin compression and elevated inventory levels pose ongoing risks to profitability.
MOH
Molina (MOH): Margin Pressure Offsets Growth
Aug 26, 2025, 02:36 PM
Earnings Outlook
Molina Healthcare’s strong revenue growth is being offset by rising medical costs and Medicaid attrition, leading to margin compression and a cautious management outlook for the next quarter.
HRL
Hormel (HRL): Margin Pressure vs. International Growth
Aug 26, 2025, 01:05 PM
Earnings Outlook
Hormel faces ongoing margin pressure and inventory challenges, but international growth offers a potential offset as the next quarter becomes a key test for earnings stability.
DG
Dollar General: Margin Pressure Offsets Revenue Growth
Aug 26, 2025, 01:05 PM
Earnings Outlook
Dollar General (DG) maintains strong revenue growth, but rising SG&A and incentive costs are compressing margins and creating EPS headwinds for Q2 FY2026.
BBY
Best Buy (BBY): Margin Headwinds Offset Digital Gains
Aug 26, 2025, 12:07 PM
Earnings Outlook
Best Buy’s Q2 FY2026 outlook reflects digital sales momentum but ongoing margin pressures from restructuring costs, FX, and working capital constraints limit near-term upside.
CLX
Clorox (CLX): Margin Beat, Sales Concerns Cloud Outlook
Aug 26, 2025, 12:04 PM
Quarterly Post-Earnings Summary
Clorox (CLX) posted strong Q4 margins and EPS, but underlying sales weakness and cautious FY2026 guidance highlight near-term risks as ERP benefits fade and digital investments pressure margins.
RTX
RTX: Margin Expansion and Backlog Drive Upside
Aug 26, 2025, 09:38 AM
Earnings Outlook
RTX Corporation posts strong revenue and margin growth, supported by record backlog and robust order inflow, though supply chain and cash flow headwinds remain watch items for the next quarter.
TXT
Textron (TXT): Backlog Strength Drives Margin Recovery
Aug 26, 2025, 06:05 AM
Earnings Outlook
Textron’s strong order backlogs, margin recovery, and improved cash flow position the company for a Q3 earnings beat, with upside potential from disciplined contract risk management.
HAL
Halliburton (HAL): Margin Pressures and Tariff Risks
Aug 26, 2025, 05:06 AM
Earnings Outlook
Halliburton faces near-term margin and revenue pressures from tariffs and operational constraints, with cautious management guidance and limited upside expected for Q3.
AEP
AEP: Record Q2, Capex Boost, Strong Growth Outlook
Aug 25, 2025, 10:05 PM
Quarterly Post-Earnings Summary
American Electric Power posts record Q2 results, raises capex and guidance on strong load growth and innovative customer contracts, signaling robust long-term growth potential.
NTAP
NetApp (NTAP): Margin Focus Amid Restructuring
Aug 25, 2025, 09:48 PM
Earnings Outlook
NetApp’s near-term earnings face pressure from restructuring and rising DSO, but operational discipline and public cloud growth position the company for future margin expansion.
NTAP
NetApp (NTAP): Cloud Growth vs. Working Capital Risks
Aug 25, 2025, 09:41 PM
Earnings Outlook
NetApp’s cloud and AI growth drive optimism for Q1 FY2026, but rising Days Sales Outstanding and restructuring charges pose near-term risks to cash flow and margins.
COO
COO: Q3 Headwinds, Q4 Rebound Potential
Aug 25, 2025, 09:09 PM
Earnings Outlook
CooperCompanies faces near-term inventory and fertility headwinds in Q3 2025, but management signals confidence in a Q4 rebound driven by new product launches and resilient CooperVision demand.
NVDA
NVIDIA (NVDA): AI Growth Outpaces Export Risks
Aug 25, 2025, 09:07 PM
Earnings Outlook
NVIDIA’s strong AI-driven growth and operational efficiency are offsetting export headwinds, supporting resilient margins and free cash flow, with upside potential if AI demand accelerates further.
CRWD
CrowdStrike (CRWD): Margin Discipline Amid Growth
Aug 25, 2025, 09:05 PM
Earnings Outlook
CrowdStrike’s Q2 FY2026 outlook remains bullish on strong subscription growth and customer retention, but investors should watch for margin pressures and regulatory risks, with potential upside if cost controls succeed.
HPQ
HPQ: Margin Pressures Offset by Supply Chain Shift
Aug 25, 2025, 08:38 PM
Earnings Outlook
HPQ faces margin pressures but benefits from supply chain diversification and operational efficiency, with stable earnings expected amid cautious management guidance for Q3 FY2025.
NOW
ServiceNow (NOW): AI Fuels Growth, Margins, and Guidance
Aug 25, 2025, 08:05 PM
Quarterly Post-Earnings Summary
ServiceNow beat Q2 expectations with strong AI-driven growth and margin expansion, raising guidance despite technical and valuation headwinds.
WSM
Williams-Sonoma: Margin Recovery and Digital Growth Outlook
Aug 25, 2025, 02:04 PM
Earnings Outlook
Williams-Sonoma is poised for margin recovery and digital growth in Q2 FY2025, with stable comps and defensive capex cuts, but faces macro and tariff risks.
SJM
Smucker (SJM): Margin Pressures and Inventory Risks
Aug 25, 2025, 01:06 PM
Earnings Outlook
Smucker faces near-term margin and inventory headwinds despite strong coffee sales, with management signaling a cautious outlook and focus on cost control ahead of Q1 earnings.
PTON
Peloton (PTON): Profitability Improves, Growth Concerns Remain
Aug 23, 2025, 02:07 AM
[Ticker] Key News Articles
Peloton posts surprise profit and improved margins amid cost cuts, but faces ongoing subscriber and revenue declines; analyst sentiment turns cautiously optimistic after upgrades and earnings beat.
UBER
Uber (UBER): Outperformance and AV Growth Momentum
Aug 23, 2025, 02:04 AM
[Ticker] Key News Articles
Uber continues to outperform expectations with strong Mobility and Delivery growth, advances in autonomous vehicles, and bullish analyst sentiment, despite regulatory challenges.
CMG
Chipotle (CMG): Margin Pressure Overshadows Revenue Growth
Aug 23, 2025, 02:02 AM
Quarterly Post-Earnings Summary
Chipotle’s Q2 2025 revenue growth was offset by declining traffic, weak comps, and margin pressure, prompting a cautious outlook and guidance cut despite digital channel strength.
NKE
Nike (NKE) Turnaround Amid Tariffs and Sales Pressure
Aug 23, 2025, 01:58 AM
[Ticker] Key News Articles
Nike implements turnaround strategy amid tariff headwinds, sales declines, and restructuring, focusing on innovation and cost control to restore growth.
PTON
Peloton (PTON): Profitability Up, Growth Uncertainty Remains
Aug 23, 2025, 01:47 AM
[Ticker] Key News Articles
Peloton (PTON) shows improved profitability and cost control, but faces ongoing challenges from declining hardware sales, subscriber attrition, and tariff pressures, leaving long-term growth uncertain despite recent stock momentum.
SBUX
Starbucks (SBUX): Competitive Positioning & Market Share
Aug 23, 2025, 01:46 AM
[Ticker] Competitors
Starbucks faces intensifying competition globally, with strong market share in the US but declining share in China as local rivals expand rapidly across both retail and ready-to-drink segments.
PTON
Peloton (PTON): Connected Fitness Industry Overview
Aug 23, 2025, 01:45 AM
Company Data (Copy)
Peloton Interactive (PTON) operates in the leisure and fitness sector, offering connected fitness products and services across manufacturing, retail, and wellness industries.
GOOG
Alphabet (GOOG): Business Segments & Industry Classification
Aug 23, 2025, 01:44 AM
Company Data (Copy)
Alphabet Inc. (GOOG) operates in interactive media, cloud, and other tech segments, classified under Communication Services.
UBER
Uber (UBER): Company & Industry Snapshot
Aug 23, 2025, 01:43 AM
Company Data (Copy)
Overview of Uber Technologies Inc.'s key identifiers and industry classifications for investor reference.
SBUX
Starbucks (SBUX): Global Coffeehouse Industry Classification
Aug 23, 2025, 01:42 AM
Company Data (Copy)
Starbucks (SBUX) operates as a leading global coffeehouse chain within the consumer discretionary sector, classified under restaurants and specialty food retailing.
NKE
Nike (NKE): Athletic Footwear Industry Overview
Aug 23, 2025, 01:42 AM
Company Data (Copy)
Nike (NKE) is a global leader in athletic footwear and apparel, classified under consumer discretionary and footwear manufacturing sectors.
PTON
Peloton (PTON): Connected Fitness Industry Overview
Aug 23, 2025, 01:41 AM
Company Data
Peloton Interactive (PTON) is a leading provider of connected fitness equipment and subscription-based fitness content, operating within the consumer discretionary and leisure products sector.
UBER
Uber (UBER): Strong Results, AV Growth, Regulatory Risks
Aug 23, 2025, 01:41 AM
[Ticker] Key News Articles
Uber outperforms expectations and expands AV partnerships, but faces regulatory challenges and mixed near-term outlook.
GOOG
Alphabet (GOOG): Company & Industry Classification Overview
Aug 23, 2025, 01:40 AM
Company Data
Overview of Alphabet Inc. (GOOG) with detailed company identifiers and industry classification across major systems.
UBER
Uber (UBER): Global Ridesharing & Delivery Leader
Aug 23, 2025, 01:39 AM
Company Data
Uber Technologies (UBER) operates globally in mobility, delivery, and freight, classified across multiple industry standards as a leader in ridesharing and logistics services.
SBUX
Starbucks (SBUX): Company & Industry Snapshot
Aug 23, 2025, 01:38 AM
Company Data
Comprehensive overview of Starbucks' key identifiers and detailed industry classification for investor reference.
NKE
NIKE (NKE) Company & Industry Overview
Aug 23, 2025, 01:38 AM
Company Data
Overview of NIKE, Inc.'s company profile and detailed industry classification for investor reference.
GOOG
Alphabet (GOOG): AI Momentum Drives Outperformance
Aug 23, 2025, 01:37 AM
[Ticker] Key News Articles
Alphabet (GOOG) continues to outperform expectations with strong revenue growth and AI innovation, maintaining positive analyst sentiment despite emerging regulatory and competitive risks.
NKE
Nike (NKE): Turnaround Amid Margin and China Headwinds
Aug 23, 2025, 01:37 AM
[Ticker] Key News Articles
Nike faces margin pressure and China weakness, implements turnaround strategy amid cautious outlook and analyst downgrades.
SBUX
Starbucks (SBUX) Turnaround: Analyst Upgrades & China Strategy
Aug 23, 2025, 01:27 AM
[Ticker] Key News Articles
Starbucks (SBUX) faces earnings and sales headwinds but receives analyst upgrades amid a turnaround strategy and potential China unit sale.
PTON
Peloton (PTON): Earnings Quality Improving, Risks Remain
Aug 23, 2025, 01:25 AM
[Ticker] Earnings Quality Signal
Peloton shows improving earnings quality and transparency, but sustainability of free cash flow and low tax rates remain key risks for investors.
GOOG
Alphabet (GOOGL): Strong Earnings, Tax Rate Watch
Aug 23, 2025, 01:24 AM
[Ticker] Earnings Quality Signal
Alphabet's Q2 2025 earnings are high quality, with strong cash flow and credible growth, but investors should watch for potential tax rate volatility due to evolving regulations.
UBER
Uber Q2 FY2025: Strong Cash Flow, Moderate Disclosure Risk
Aug 23, 2025, 01:23 AM
[Ticker] Earnings Quality Signal
Uber’s Q2 FY2025 earnings are well-supported by strong cash flow and credible business trends, though moderate caution is warranted due to limited disclosure on certain accounting items.
SBUX
Starbucks (SBUX): Earnings Sustainability Under Pressure
Aug 23, 2025, 01:21 AM
[Ticker] Earnings Quality Signal
Starbucks faces medium earnings quality risk as declining cash flow, margin contraction, and negative comps challenge the sustainability of its reported results despite transparent management and clean accounting.
NKE
NIKE (NKE): Earnings Quality Solid Amid Downturn
Aug 23, 2025, 01:20 AM
[Ticker] Earnings Quality Signal
NIKE’s earnings quality remains strong and transparent despite significant operational headwinds, with no signs of aggressive accounting; the main risk is the scale of the business downturn, not reporting credibility.
GOOG
Alphabet (GOOG): Legal Risks Drive Short Thesis
Aug 23, 2025, 01:18 AM
[Ticker] Short Selling Potential
Alphabet (GOOG) faces high legal and regulatory risks that could justify short selling, despite strong fundamentals and attractive valuation.
PTON
Aug 23, 2025, 01:18 AM
[Ticker] Short Selling Potential
UBER
UBER: Legal Risks and Insider Selling Drive Short Case
Aug 23, 2025, 01:17 AM
[Ticker] Short Selling Potential
UBER’s strong growth is overshadowed by high legal risks, insider selling, and negative sentiment, making it a potential short candidate if negative catalysts emerge.
SBUX
Starbucks (SBUX): Downside Risks Amid Weak Comps
Aug 23, 2025, 01:14 AM
[Ticker] Short Selling Potential
Starbucks faces margin pressure, softening demand, and reputational risks, making it vulnerable to further downside despite continued analyst optimism.
NKE
NIKE (NKE): Elevated Short Selling Risk
Aug 23, 2025, 01:12 AM
[Ticker] Short Selling Potential
NIKE (NKE) faces revenue declines, margin pressure, and executive instability, creating elevated short selling potential amid mixed sentiment and ongoing operational challenges.
PTON
Peloton (PTON): Margin Gains vs. Subscriber Declines
Aug 23, 2025, 01:10 AM
Bull/Bear Case
Peloton’s Q4 2025 shows margin and EPS improvement, but ongoing revenue and subscriber declines raise concerns about the sustainability of profitability and long-term growth amid competitive and supply chain pressures.
UBER
Uber (UBER): Margin Gains Amid Sustainability Concerns
Aug 23, 2025, 01:09 AM
Bull/Bear Case
Uber reports record margins and cash flow, but sustainability is questioned amid rising costs, regulatory risks, and mixed progress in user engagement, AV, and Freight segments.
GOOG
Alphabet (GOOGL): AI Spend, Regulation, and Ad Resilience
Aug 23, 2025, 01:09 AM
Bull/Bear Case
Alphabet’s aggressive AI investments, regulatory risks, and ad business resilience are under scrutiny as investors weigh growth potential against margin pressure and legal uncertainties.
NKE
Nike (NKE): Turnaround Credibility and Recovery Timeline
Aug 23, 2025, 01:06 AM
Bull/Bear Case
Nike’s Q3 FY2025 report highlights ongoing revenue and margin pressures amid a multi-year turnaround, with new leadership, inventory cleanup, and product innovation at the center of debates on the timing and credibility of recovery, especially in China and against rising competition.
SBUX
Starbucks (SBUX): Margin Recovery and Turnaround Risks
Aug 23, 2025, 01:06 AM
Bull/Bear Case
Starbucks faces margin recovery challenges amid cost pressures, North America demand softness, and China competition, with operational initiatives and restructuring key to its turnaround prospects.
PTON
Peloton (PTON) 2025 Events: Earnings & AI Launch
Aug 23, 2025, 01:04 AM
[Ticker] Upcoming Events
Key upcoming events for Peloton (PTON) include earnings, product launches, and community initiatives, with major focus on financial results and potential AI platform launch.
GOOG
Alphabet (GOOG) 2025 Key Investor Events Overview
Aug 23, 2025, 01:03 AM
[Ticker] Upcoming Events
Key 2025 events for Alphabet (GOOG) include major earnings releases, product launches, and strategic conferences, all critical for financial performance, AI leadership, and regulatory outlook.
UBER
Uber (UBER): Key 2025-26 Catalysts and Risks
Aug 23, 2025, 01:03 AM
[Ticker] Upcoming Events
Key upcoming events for Uber (UBER) include earnings releases, autonomous ride launches, and competitive/regulatory developments, all impacting growth, innovation, and investor sentiment.
SBUX
Starbucks (SBUX) 2025 Key Events & Catalysts
Aug 23, 2025, 01:02 AM
[Ticker] Upcoming Events
Key 2025 events for Starbucks (SBUX) include earnings releases, dividend payments, product launches, and major investor conferences, all critical for tracking financial health, strategy, and growth initiatives.
PTON
Peloton (PTON): Margin Focus Amid Demand Weakness
Aug 23, 2025, 01:02 AM
[Ticker] Earnings Outlook
Peloton projects flat revenue and declining subscriptions for FY26, focusing on cost savings and margin improvement amid persistent demand and tariff headwinds.
NKE
Nike (NKE): Key Events & Catalysts Through 2026
Aug 23, 2025, 01:01 AM
[Ticker] Upcoming Events
Key upcoming events for Nike (NKE) include major product launches, global sports sponsorships, and critical financial updates, all likely to impact brand visibility, sales, and investor sentiment through 2026.
GOOG
Alphabet (GOOG): AI Growth vs. Margin Pressures
Aug 23, 2025, 01:00 AM
[Ticker] Earnings Outlook
Alphabet (GOOG) is expected to deliver strong earnings growth driven by AI, cloud, and advertising, but faces margin pressures from increased capex and ongoing regulatory risks.
UBER
Uber (UBER) Guides for Strong Growth and Margins
Aug 23, 2025, 12:59 AM
[Ticker] Earnings Outlook
Uber projects robust double-digit growth and margin expansion for Q3 FY2025, driven by strong demand, strategic acquisitions, and a focus on shareholder returns.
SBUX
Starbucks (SBUX): Navigating Cost Pressures, Turnaround Ahead
Aug 23, 2025, 12:56 AM
[Ticker] Earnings Outlook
Starbucks faces near-term earnings pressure from inflation and labor costs, but management is focused on a multi-year turnaround with margin recovery and operational improvements expected beyond FY2025.
NKE
Nike (NKE): Near-Term Margin Pressure, Cautious Outlook
Aug 23, 2025, 12:54 AM
[Ticker] Earnings Outlook
Nike faces near-term revenue and margin pressures from tariffs, cost inflation, and digital channel shifts, with management signaling cautious optimism for operational improvement in the second half of FY2026.
PTON
Peloton (PTON): Profitability Returns, Revenue Headwinds Ahead
Aug 23, 2025, 12:50 AM
[Ticker] What happened during last Earnings
Peloton (PTON) returned to profitability in Q4 FY25 with strong margin expansion and cash flow, beating consensus on most metrics, but guided for near-term revenue softness amid ongoing cost restructuring and product innovation efforts.
GOOG
Alphabet Q2: AI & Cloud Drive Outperformance
Aug 23, 2025, 12:49 AM
[Ticker] What happened during last Earnings
Alphabet (GOOG) delivered strong Q2 FY2025 results, beating expectations with double-digit growth in core businesses, standout Cloud performance, and accelerated AI investments, but flagged rising CapEx and macro headwinds.
PTON
Peloton (PTON): Strong Q4, Cautious FY2026 Outlook
Aug 23, 2025, 12:47 AM
[Ticker] Earnings Headlines
Peloton beat Q4 FY2025 expectations with strong revenue, margins, and free cash flow, but issued cautious Q1 FY2026 guidance due to seasonality and lower hardware sales, while maintaining confidence in full-year margin expansion and free cash flow.
UBER
Uber (UBER) Delivers Record Q2, $20B Buyback
Aug 23, 2025, 12:46 AM
[Ticker] What happened during last Earnings
Uber posted strong Q2 FY2025 results with double-digit growth in revenue, profitability, and cash flow, announced a $20B buyback, and guided for continued margin expansion and robust platform engagement.
SBUX
Starbucks (SBUX): Margin Pressure Overshadows Revenue Growth
Aug 23, 2025, 12:44 AM
[Ticker] What happened during last Earnings
Starbucks Q3 FY2025 saw modest revenue growth but sharp margin and earnings declines, with ongoing cost pressures and cautious outlook despite early turnaround efforts.
NKE
NIKE (NKE): Margin Pressure and Recovery Path
Aug 23, 2025, 12:41 AM
[Ticker] What happened during last Earnings
NIKE’s Q4 FY2025 saw sharp revenue and profit declines amid strategic product shifts and margin pressures, with management focused on recovery and inventory cleanup despite continued headwinds into FY2026.
GOOG
Google (GOOGL): Growth Strong, Margins Pressured by CapEx
Aug 23, 2025, 12:39 AM
[Ticker] Earnings Headlines
Google delivered strong Q2 FY2025 revenue and EPS growth, but heavy CapEx spending weighed on free cash flow and margins, with management signaling continued investment and margin pressure ahead.
GOOG
Alphabet (GOOG): Growth, Margins, and AI Investment
Aug 23, 2025, 12:39 AM
[Ticker] KPI Quarterly Trend
Alphabet (GOOG) maintains double-digit revenue growth and margin expansion, driven by Google Cloud and AI, while ramping up CapEx for AI and infrastructure investments.