Research Reports
Sea (SE) Is Spending to Grow But Where is the Spending Going to Exactly?
Sea (SE) had revenue up 48% as Gross Profit rose 47%. But profits grew just 8%? Why? Spending jumped. No mention of margins.
Bloom Energy (BE) Delivers Impressive Growth as AI Power Demand Accelerates
Bloom Energy’s (BE) power packs are in high demand from AI datacenters. Profits are climbing fast, but the P/E is high. Too high.
Booking (BKNG) Stock Looks Like the Real Deal of Value Stocks With a P/E of 16
Booking (BKNG) is a mid-teens profit grower a P/E of only 16. I think the stock is a real deal ad these levels with good upside.
Applied Optoelectronics (AAOI) Sales to Climb Five-Fold if Projections Become Reality
Applied Optoelectronics (AAOI) is seeing strong demand as production capacity still unable to keep up with customer demand.
TJX (TJX) Stock Free Falls, But Now the Stock is at its Biggest Discount in Years
TJX (TJX) stock has tanked following earnings as sales growth was slow at TJ Maxx and Marshalls. Is now the time to buy TJX? Yes.
Credo (CRDO) Cables Span from Millimeters to Kilometers, Via Optics & Copper
Credo Techologies (CRDO) is already a leader in short copper cables. Now the company is moving into kilometer-long optical cables.
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Atour Lifestyle (ATAT) Reports Robust Growth, But Lacks Institutional Support
Chinese hotel operator Atour Lifestyle (ATAT) is growing great, but the stock isn’t getting the attention of institutional investors.
Grainger (GWW) Stock Surges to a New All-Time High as Profits Jump 20%
Grainger (GWW) delivered 20% profit growth on 10% revenue growth, which is a good barometer for the health of the US economy.
S&P Global (SPGI) Lowers Profit Estimates Following Mobility Separation
S&P Global (SPGI) expects a profit hit amid the spinoff of its Mobility segment. SPGI still looks like a mid-teens grower long-term.
Cadence Design Systems (CDNS) Helps NVIDIA and Tesla Design Electronics
Cadence Design Systems (CDNS) software helps companies design electronics, including semiconductors. Now the stock is on a dip.
MasterCard (MA) is the Only Network Allowing AI Machine-to-Machine Payments
MasterCard (MA) delivered solid profit growth of 21% last quarter as its Value Added Services like with AI Agent Pay boost results,
Nebius (NBIS) is Experiencing Exceptionable Growth as AI Demand is Unfathomable
Nebius (NBIS) is seeing exceptional AI demand which is expected to drive revenue from $500 million last year to $44 billion by 2030.
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