Podatki
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Starbucks (SBUX) Has a Turnaround-and-Operating-Leverage Story Bigger Than a U.S. Traffic Debate
Why Starbucks is bigger than a U.S. traffic debate Starbucks (SBUX) is often framed as a simple call on U.S.... The post Starbucks (SBUX) Has a Turnaround-and-Operating-Leverage Story Bigger Than a U.S. Traffic Debate first appeared on Alphastreet.
AlphaStreet
2026-07-06, 14:12
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Equifax (EFX) Has a Workforce-and-Identity Workflow Engine Bigger Than a Mortgage-Cycle Debate
Why Equifax is bigger than a mortgage-cycle debate Equifax (EFX) is still often discussed as if it were mainly a... The post Equifax (EFX) Has a Workforce-and-Identity Workflow Engine Bigger Than a Mortgage-Cycle Debate first appeared on Alphastreet.
AlphaStreet
2026-07-06, 14:05
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Trimble (TRMB) Has a Construction-and-Geospatial Workflow Platform Bigger Than a Hardware Label
Trimble (TRMB) still gets described like a hardware company, but its financial profile keeps looking more like an industry workflow... The post Trimble (TRMB) Has a Construction-and-Geospatial Workflow Platform Bigger Than a Hardware Label first appeared on Alphastreet.
AlphaStreet
2026-07-06, 14:00
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Mondelez (MDLZ) Has an Emerging-Markets and Category-Pricing Engine Bigger Than a Cocoa-Cost Story
Mondelez International (MDLZ) is easy to reduce to a single-variable story about cocoa costs, but that misses what has actually... The post Mondelez (MDLZ) Has an Emerging-Markets and Category-Pricing Engine Bigger Than a Cocoa-Cost Story first appeared on Alphastreet.
AlphaStreet
2026-07-06, 13:59
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Cardinal Health Is More Than a Drug Distributor: Specialty Platforms, Radiopharmaceuticals, and What the Valuation Misses
Why Cardinal Health should not be judged as a simple wholesaler The less-than-truckload sector is frequently analyzed through the lens... The post Cardinal Health Is More Than a Drug Distributor: Specialty Platforms, Radiopharmaceuticals, and What the Valuation Misses first appeared on Alphastreet.
AlphaStreet
2026-07-06, 13:54
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Old Dominion Freight Line: Service Discipline, Yield Management, and Network Efficiency as Durable Competitive Advantages
Why Old Dominion is more than a freight-cycle story The less-than-truckload sector is frequently analyzed through the lens of macro... The post Old Dominion Freight Line: Service Discipline, Yield Management, and Network Efficiency as Durable Competitive Advantages first appeared on Alphastreet.
AlphaStreet
2026-07-06, 13:48
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Stryker (SYK) Has a Procedure-and-Installed-Base Engine Bigger Than a Plain Medtech Multiple Story
Why Stryker is more than a medtech multiple story Stryker is often discussed as a high-quality medtech name that deserves... The post Stryker (SYK) Has a Procedure-and-Installed-Base Engine Bigger Than a Plain Medtech Multiple Story first appeared on Alphastreet.
AlphaStreet
2026-07-06, 13:49
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Home Depot (HD) Has a Pro-and-Distribution Engine Bigger Than a Housing-Market Slowdown Trade
Why Home Depot is more than a housing-slowdown trade Home Depot often gets treated as a direct read-through on existing-home... The post Home Depot (HD) Has a Pro-and-Distribution Engine Bigger Than a Housing-Market Slowdown Trade first appeared on Alphastreet.
AlphaStreet
2026-07-06, 13:46
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Moody’s (MCO) Has a Ratings, Workflow, and Data Engine Bigger Than a Credit-Cycle Trade
Why Moody’s is more than a credit-cycle trade Moody’s is often treated as a stock that rises and falls with... The post Moody’s (MCO) Has a Ratings, Workflow, and Data Engine Bigger Than a Credit-Cycle Trade first appeared on Alphastreet.
AlphaStreet
2026-07-06, 13:37
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Global Payments (GPN) Has a Merchant-Software and Issuer Engine Bigger Than a Payments-Volume Trade
Why merchant solutions and software still anchor the investment case Global Payments’ merchant solutions segment is not simply a volume-processing... The post Global Payments (GPN) Has a Merchant-Software and Issuer Engine Bigger Than a Payments-Volume Trade first appeared on Alphastreet.
AlphaStreet
2026-07-06, 13:31
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Enerpac Tool Group Q3 2026 Earnings Preview — July 8, Street Expects $0.49 EPS
Wall Street is bracing for a softer quarter as Enerpac Tool Group Corp. prepares to report Q3 2026 results on 2026-07-08 before market open. The consensus a... The post Enerpac Tool Group Q3 2026 Earnings Preview — July 8, Street Expects $0.49 EPS first appeared on Alphastreet.
AlphaStreet
2026-07-06, 13:22
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Azz (AZZ) Q1 2027 Earnings Preview — Reports July 9, EPS Est. $1.69
Wall Street is looking for Azz Inc. to report first-quarter fiscal 2027 earnings of $1.69 per share on revenue of $434.5M when the specialty business service... The post Azz (AZZ) Q1 2027 Earnings Preview — Reports July 9, EPS Est. $1.69 first appeared on Alphastreet.
AlphaStreet
2026-07-06, 13:12
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Wd-40 Q3 2026 Earnings Preview — July 9, Street Expects $1.56 EPS
Wall Street expects flat earnings growth. Analysts are projecting WD-40 Company will report earnings per share of $1.56 when it announces fiscal third-quart... The post Wd-40 Q3 2026 Earnings Preview — July 9, Street Expects $1.56 EPS first appeared on Alphastreet.
AlphaStreet
2026-07-06, 13:03
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PriceSmart (PSMT) Q3 2026 Preview: EPS Est. $1.19, Reports July 9
Wall Street's Benchmark. PriceSmart, Inc. (NASDAQ:PSMT) reports fiscal third quarter 2026 results on July 9 during market hours, with analysts setting a con... The post PriceSmart (PSMT) Q3 2026 Preview: EPS Est. $1.19, Reports July 9 first appeared on Alphastreet.
AlphaStreet
2026-07-06, 12:58
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Delta Air Lines Q2 2026 Earnings Preview — July 10, Street Expects $1.48 EPS
Wall Street expects a sharp earnings decline when Delta Air Lines reports second-quarter results on July 10 during market hours. The consensus among 17 anal... The post Delta Air Lines Q2 2026 Earnings Preview — July 10, Street Expects $1.48 EPS first appeared on Alphastreet.
AlphaStreet
2026-07-06, 12:59
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PepsiCo Q2 2026 Earnings Preview — July 9, Street Expects $2.21 EPS
Wall Street's Expectations. PepsiCo, Inc. (NASDAQ:PEP) reports second-quarter 2026 results on July 9 before market open, with analysts expecting earnings pe... The post PepsiCo Q2 2026 Earnings Preview — July 9, Street Expects $2.21 EPS first appeared on Alphastreet.
AlphaStreet
2026-07-06, 12:53
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Simply Good Foods Q3 2026 Earnings Preview — July 9, Street Expects $0.35 EPS
Wall Street's Q3 Expectations. Analysts are looking for The Simply Good Foods Company (NASDAQ:SMPL) to report earnings of $0.35 per share when the packaged ... The post Simply Good Foods Q3 2026 Earnings Preview — July 9, Street Expects $0.35 EPS first appeared on Alphastreet.
AlphaStreet
2026-07-06, 12:42
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Accenture Jumps 5.4% After TD Cowen Maintains Hold
Accenture plc surged 5.4% on Thursday to close at $138.16, propelled by a price target increase from TD Cowen that reinforced confidence in the global consul... The post Accenture Jumps 5.4% After TD Cowen Maintains Hold first appeared on Alphastreet.
AlphaStreet
2026-07-02, 21:34
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Western Digital Plunges 10.9% Amid Sector-Wide Selling
Western Digital Corporation plunged 10.9% on Thursday to close at $533.00, caught in a sweeping selloff that hammered computer hardware stocks across the boa... The post Western Digital Plunges 10.9% Amid Sector-Wide Selling first appeared on Alphastreet.
AlphaStreet
2026-07-02, 21:35
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Sterling Infrastructure Plunges 10.8% Amid Sector-Wide Selling
Sterling Infrastructure tumbled Thursday as a sector-wide selloff hammered engineering and construction stocks. Shares of Sterling Infrastructure, Inc. (NAS... The post Sterling Infrastructure Plunges 10.8% Amid Sector-Wide Selling first appeared on Alphastreet.
AlphaStreet
2026-07-02, 21:32
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Sanmina Plunges 10.6% Amid Sector-Wide Selling
Sanmina Corporation plunged 10.6% Thursday as a sector-wide selloff hammered electronic manufacturing stocks across the board. Shares closed at $220.26 afte... The post Sanmina Plunges 10.6% Amid Sector-Wide Selling first appeared on Alphastreet.
AlphaStreet
2026-07-02, 20:33
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Netflix Shares Jumping 5.4% on Comcast Spinoff Could Rejuvenate Its Depressed Stock
Netflix shares jumped 5.4% Thursday to close at $78.18, lifted by news that a potential Comcast spinoff could rejuvenate its depressed stock, with trading vo... The post Netflix Shares Jumping 5.4% on Comcast Spinoff Could Rejuvenate Its Depressed Stock first appeared on Alphastreet.
AlphaStreet
2026-07-02, 20:34
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Williams (WMB) Has a Natural-Gas Demand Story Bigger Than a Pipeline Label
The Williams Companies, Inc. (WMB) is often sorted into a simple bucket: a pipeline stock with a dividend. That shorthand... The post Williams (WMB) Has a Natural-Gas Demand Story Bigger Than a Pipeline Label first appeared on Alphastreet.
AlphaStreet
2026-07-02, 20:29
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Nucor (NUE) Has a Downstream-and-Capital-Discipline Story Bigger Than a Spot-Steel Trade
Nucor Corporation (NUE) is still often discussed as a pure steel-price stock. That lens is too narrow for what the... The post Nucor (NUE) Has a Downstream-and-Capital-Discipline Story Bigger Than a Spot-Steel Trade first appeared on Alphastreet.
AlphaStreet
2026-07-02, 20:22
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Travelers (TRV) Has an Underwriting-and-Investment Engine Bigger Than a Catastrophe Narrative
The Travelers Companies, Inc. (TRV) is easy to misread when a single disaster-heavy quarter dominates the headline. That is what... The post Travelers (TRV) Has an Underwriting-and-Investment Engine Bigger Than a Catastrophe Narrative first appeared on Alphastreet.
AlphaStreet
2026-07-02, 19:51