Podatki
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Broadcom (AVGO) Has a Two-Engine AI-and-Software Story Bigger Than a Chip-Cycle Trade
Broadcom’s (AVGO) latest quarter makes the company harder to analyze through the old semiconductor-cycle lens alone. In the fiscal second... The post Broadcom (AVGO) Has a Two-Engine AI-and-Software Story Bigger Than a Chip-Cycle Trade first appeared on Alphastreet.
AlphaStreet
2026-06-12, 15:33
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Baxter (BAX) Has an Installed-Base-and-Margin-Reset Story Bigger Than a Turnaround Trade
Baxter is often framed as a cleanup story: fix execution, stabilize margins, move on from portfolio reshaping, and hope valuation... The post Baxter (BAX) Has an Installed-Base-and-Margin-Reset Story Bigger Than a Turnaround Trade first appeared on Alphastreet.
AlphaStreet
2026-06-12, 15:30
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FedEx (FDX) Has a Network-and-Yield Story Bigger Than a Parcel-Cycle Trade
FedEx’s latest results make the company look less like a simple macro-volume proxy and more like an operator trying to... The post FedEx (FDX) Has a Network-and-Yield Story Bigger Than a Parcel-Cycle Trade first appeared on Alphastreet.
AlphaStreet
2026-06-12, 15:20
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Monster Beverage (MNST) Has a Distribution-and-Brand Engine Bigger Than the Energy-Drink Label
Monster Beverage (MNST) is still easy to summarize as an energy-drink company, but that shorthand now undersells what the business... The post Monster Beverage (MNST) Has a Distribution-and-Brand Engine Bigger Than the Energy-Drink Label first appeared on Alphastreet.
AlphaStreet
2026-06-12, 13:19
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Charter Communications (CHTR) Has a Broadband-and-Mobile Bundle Story Bigger Than the Cable Narrative
Charter Communications (CHTR) is still often framed as a cable company losing legacy video customers, but that misses what the... The post Charter Communications (CHTR) Has a Broadband-and-Mobile Bundle Story Bigger Than the Cable Narrative first appeared on Alphastreet.
AlphaStreet
2026-06-12, 13:12
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PACCAR (PCAR) Has a Parts-and-Financial-Services Engine Bigger Than the Truck Cycle
PACCAR (PCAR) is often treated as a heavy-duty truck cycle stock, which means investors tend to focus first on order... The post PACCAR (PCAR) Has a Parts-and-Financial-Services Engine Bigger Than the Truck Cycle first appeared on Alphastreet.
AlphaStreet
2026-06-12, 13:14
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Capital One (COF) Has a Card-and-Deposit Platform Story Bigger Than a Credit-Cycle Trade
Capital One (COF) is often reduced to a consumer credit story, which means the stock usually gets read through charge-offs,... The post Capital One (COF) Has a Card-and-Deposit Platform Story Bigger Than a Credit-Cycle Trade first appeared on Alphastreet.
AlphaStreet
2026-06-12, 13:08
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Adobe Q2 2026: Revenue Hits $6.62B, Up 13% Year-Over-Year
Solid Beat. Adobe Inc. (NASDAQ:ADBE) reported Q2 2026 non-GAAP earnings of $5.96 per share, beating the $5.81 consensus estimate by 2.6%, based on estimates... The post Adobe Q2 2026: Revenue Hits $6.62B, Up 13% Year-Over-Year first appeared on Alphastreet.
AlphaStreet
2026-06-12, 12:50
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Adobe Releases Q2 2026 Financial Results
Adobe Inc. The post Adobe Releases Q2 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-12, 12:38
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Friedman Industries Releases Q4 2026 Financial Results
Friedman Industries, Incorporated reported full year 2026 diluted earnings of $1. The post Friedman Industries Releases Q4 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-12, 12:34
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Lennar Releases Q2 2026 Financial Results
Lennar Corporation delivered mixed second-quarter results, with earnings surpassing analyst expectations even as revenue fell short amid a softening housing market. The post Lennar Releases Q2 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-12, 12:35
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Seneca Foods Releases Q4 2026 Financial Results
Seneca Foods Corporation reported fourth-quarter 2026 diluted EPS of $14. The post Seneca Foods Releases Q4 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-12, 12:36
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Zedge Releases Q3 2026 Financial Results
Zedge, Inc. The post Zedge Releases Q3 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-12, 12:36
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Lovesac Q1 2026 Deep Dive: What’s Behind the 137.1% Miss
Lovesac's Q1 miss exposes execution gaps despite outperforming a weakening category. The Lovesac Company delivered a loss of $0.76 per share for Q1 2026, dr... The post Lovesac Q1 2026 Deep Dive: What’s Behind the 137.1% Miss first appeared on Alphastreet.
AlphaStreet
2026-06-12, 12:30
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Laser Photonics Releases Q1 2026 Financial Results
Laser Photonics Corporation (LASE) reported Q1 2026 basic and diluted earnings of -$0.11 per share. The post Laser Photonics Releases Q1 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-12, 12:31
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Zedge Q3 2026 EPS Tops Expectations by 40.0%, Revenue Up 3%
Solid beat. Zedge, Inc. (AMEX:ZDGE) delivered a convincing third quarter performance, with non-GAAP diluted EPS of $0.07 per share crushing the $0.05 consen... The post Zedge Q3 2026 EPS Tops Expectations by 40.0%, Revenue Up 3% first appeared on Alphastreet.
AlphaStreet
2026-06-12, 12:32
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Veeva (VEEV) Is Building a Life-Sciences Workflow and AI Platform Bigger Than a CRM Migration Story
What the latest quarter showed about revenue mix, profitability, and product momentum Veeva’s (VEEV) latest quarter made two things clear... The post Veeva (VEEV) Is Building a Life-Sciences Workflow and AI Platform Bigger Than a CRM Migration Story first appeared on Alphastreet.
AlphaStreet
2026-06-11, 22:19
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Realty Income (O) Is More Than a Monthly Dividend REIT Because Scale Keeps Expanding Its Opportunity Set
What the latest quarter showed about AFFO, occupancy, and portfolio scale Realty Income Corporation’s (O) latest quarter is a useful... The post Realty Income (O) Is More Than a Monthly Dividend REIT Because Scale Keeps Expanding Its Opportunity Set first appeared on Alphastreet.
AlphaStreet
2026-06-11, 21:54
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Vishay Intertechnology Jumps 8.3% Amid Sector-Wide Rally
Vishay Intertechnology surged 8.3% to $59.16 on Thursday as semiconductor stocks rallied broadly across the sector. The sharp move higher came on heavy trad... The post Vishay Intertechnology Jumps 8.3% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-11, 21:35
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The Hartford (HIG) Has a P&C Earnings Engine Bigger Than a Catastrophe Headline Trade
What the latest quarter showed about underwriting quality, margins, and capital return The Hartford’s latest quarter made the core thesis... The post The Hartford (HIG) Has a P&C Earnings Engine Bigger Than a Catastrophe Headline Trade first appeared on Alphastreet.
AlphaStreet
2026-06-11, 21:30
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Autodesk Drops 5.4% Amid Sector-Wide Selling
Autodesk, Inc. shares tumbled 5.4% Thursday to $209.39 as a broad selloff hammered software stocks, dragging the design software maker down alongside sector ... The post Autodesk Drops 5.4% Amid Sector-Wide Selling first appeared on Alphastreet.
AlphaStreet
2026-06-11, 21:32
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General Dynamics (GD) Has a Cash Engine Bigger Than a Pure Defense-Budget Trade
What the latest quarter showed about revenue mix, margins, cash flow, and orders General Dynamics (GD) opened 2026 with the... The post General Dynamics (GD) Has a Cash Engine Bigger Than a Pure Defense-Budget Trade first appeared on Alphastreet.
AlphaStreet
2026-06-11, 21:25
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Cleveland-Cliffs Jumps 8.6% Amid Sector-Wide Rally
Cleveland-Cliffs surged 8.6% Thursday to close at $13.48 as steel producers rallied in a broad sector-wide advance that lifted all major peers. The post Cleveland-Cliffs Jumps 8.6% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-11, 20:32
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FormFactor Jumps 9.0% Amid Sector-Wide Rally
FormFactor surged 9.0% to $126.28 on Thursday as a powerful rally swept through the semiconductor equipment sector, lifting the company and at least seven of... The post FormFactor Jumps 9.0% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-11, 20:33
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Insulet (PODD) Is Better Understood as a Tubeless-Pump Platform Than a One-Product Device Story
What the latest quarter showed about revenue growth, margins, and geography Insulet’s (PODD) latest quarter reinforced that the company is... The post Insulet (PODD) Is Better Understood as a Tubeless-Pump Platform Than a One-Product Device Story first appeared on Alphastreet.
AlphaStreet
2026-06-11, 20:08