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club earnings

Where we stand on Veralto after a solid quarter in its first earnings as a public stock

by Adrian Jhonsan
Where we stand on Veralto after a solid quarter in its first earnings as a public stock

Club name Veralto (VLTO) delivered a solid first earnings report as a public company, offering assurances that the business playbook it learned from its former owner, Danaher (DHR), will be …

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Categories World

Microsoft’s quarterly results and guidance showcase its AI prowess

by Adrian Jhonsan
Microsoft’s quarterly results and guidance showcase its AI prowess

Microsoft ‘s (MSFT) fantastic fiscal first-quarter results and stellar guidance on Tuesday demonstrated once again that the software giant is one of the most formidable contenders in the increasingly competitive …

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Categories World

Why we bought more Danaher after it cut the forecast for a key business

by Adrian Jhonsan
Why we bought more Danaher after it cut the forecast for a key business

Danaher (DHR) delivered beats on the top and bottom lines for the third quarter on Thursday. But shares of the life sciences and medical diagnostics company remain under pressure after management …

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Categories World

We’re lowering our price target on Morgan Stanley as shares tumble

by Adrian Jhonsan
We’re lowering our price target on Morgan Stanley as shares tumble

Morgan Stanley (MS) reported better-than-expected third-quarter results Wednesday, even as investor disappointment over its wealth management business and the prolonged slump in investment banking weighed heavily on shares — prompting …

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Categories World

Cybersecurity ‘number one on the agenda in boardrooms,’ Cramer says

by Adrian Jhonsan
Cybersecurity ‘number one on the agenda in boardrooms,’ Cramer says

Shares of Club name Palo Alto Networks (PANW) have plummeted by nearly 17% since the start of the month amid a broader sell-off in the cybersecurity industry. But we still …

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Categories World

Disney’s Quarterly Performance Shows Progress on CEO Bob Iger’s Plan

by Adrian Jhonsan
Disney’s Quarterly Performance Shows Progress on CEO Bob Iger’s Plan

Disney (DIS) released its fiscal third-quarter results, which were somewhat mixed, but the company’s restructuring plan and streaming strategy showed signs of promise. Despite falling short of analysts’ expectations, Disney’s …

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Categories World

Wynn exceeds estimates for second consecutive quarter, delivers strong performance

by Adrian Jhonsan
Wynn exceeds estimates for second consecutive quarter, delivers strong performance

Wynn Resorts (WYNN) delivered impressive second-quarter results on Wednesday, including higher profit margins out of a resurgent China — the linchpin of our investment thesis. Operating revenue surged nearly 76% …

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Categories World

Explanation for Adjusting our Price Target on an Oil Stock Post Quarterly Results and Guidance

by Milton Acorn
Explanation for Adjusting our Price Target on an Oil Stock Post Quarterly Results and Guidance

Oil and natural gas producer Coterra Energy (CTRA) delivered mixed results after the closing bell Monday, with second-quarter sales missing expectations and profit outpacing estimates. However, what hit shares in …

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Categories Science

Amazon’s Cloud Business Shows Remarkable Revival with a Stellar Quarter

by Adrian Jhonsan
Amazon’s Cloud Business Shows Remarkable Revival with a Stellar Quarter

Amazon (AMZN) shares surged in post-market trading after the Club holding reported late Thursday a better-than-expected second quarter and delivered on exactly what investors wanted to see. Wall Street was …

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Categories World

Health Name Experiences Volatility Following Promising Quarter and Guidance

by Shawn Butlere
Health Name Experiences Volatility Following Promising Quarter and Guidance

Troubled Club holding Bausch Health Companies (BHC) reported better-than-expected quarterly results before the bell Thursday. However, it’s not nearly enough to get this stock out of the penalty box. Sales …

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Categories Health
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