Research Reports

Booking (BKNG) Deliveres 32% Profit Growth, Driven by Europe and Asia
Booking (BNKG), parent of Priceline, delivered excellent profit growht last quarter as revenue increased an impressive 16%.

MasterCard (MA) Stock Has Been a Consistent High Teen Grower Long-Term
MasterCard (MA) is like a machine that’s been cranking out high-teens profit growth — and stock growth — for more than a decade.

Supermicro Computer (SMCI) Management Said Tariffs Costs Weight on Results
Supermicro Computers (SMCI) management said profits were down due to tariffs. I think SMCI seems to be fixing its financials.

Free Shipping in Brazil is Taking a Bite Out of MercadoLibre’s (MELI) Profits
LercadoLibre (MELI) is doing more free shipping in Brazil, taking a bite out of profits. Still, analysts have big expectations for EPS.

TG Therapeutics (TGTX) Stock Isn’t Moving Higher Even Though Profits Climb
TG Therapeautics (TGTX) is expected to make huge profits from its MS therapy, Briumvi. But why is the stock is stuck in neutral?

Sherwin-Williams (SHW) Has Lost That Growing Feeling as Quarterly Profits Dip
Sherwin-Williams (SHW) has lost that growing feeling as profits are feeling the pinch of a slower-for-longer US economy.
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Amphenol (APH) is Seeing Demand for its Connectors in the IT Dadacom Market
Amphenol (APH)has a ton of momentum as it continues to see robust growth in its base IT Datacom business for AI-related products.

ServiceNow (NOW) Offers a Complete AI Platform Designed to Handle All Business Needs
ServiceNow (NOW) is thriving even though software stocks are out of favor. Because NOW is utilizing AI instead of losing to it.

AMD (AMD) Sees a Clear Path in Scaling its AI Business to Tens of Billions of Dollars
AMD (AMD) had an extremely bullish earnings call, as they said AI demand exploding. And Oracle should be a catalyst for growth,

Meta (META) is Spending Big on AI, and its Paying Off in These Five Growth Drivers
Meta (META) leaned on AI and โsuperintelligenceโ to power five big growth drivers last quarter. The 1st driver is advertising.

Ecolab’s (ECL) Profit Climb a Solid 13% Even Though Revenue Grew Just 1%
Ecolab (ECL) is humming right along with 13% profit growth last qtr as sales rose modestly. The key was better profit margins.

McDonald’s (MCD) Impresses as Sales Increased a Solid 8% Last Quarter
McDonald’s (MCD) saw better sales last quarter, giving the company some nice momentum. Still, the shares seem fairly valued here.
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Arista (ANET) Lifts 2025 Outlook as AI Accelerators Drive Networking Demand
Microsoft (MSFT) Just Added a Turbo Boost to its AI Growth With Nebius
Waste Management (WM) is Flatlining as Profit Growth is Slow Right Now
Amazon.com (AMZN) Expands Grocery with Perishables on Its Amazon Website
Vertiv (VRT) is Chilling Out With NVIDIA and CoreWeave in AI Datacenters
Sea (SE) Stock Breaks Out to a 52-Week High After Revenue Surges 38%
The Market's Moving. You Can Too.
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