Podatki
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Intuitive Surgical (ISRG) Has a Procedure-and-Instruments Flywheel, Not Just a Robot Story
Investors still often analyze Intuitive Surgical as if it were mainly a surgical-robot hardware vendor. But the better way to... The post Intuitive Surgical (ISRG) Has a Procedure-and-Instruments Flywheel, Not Just a Robot Story first appeared on Alphastreet.
AlphaStreet
2026-06-08, 15:25
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Costco (COST) Makes More Sense Through Membership and Inventory Turn Than Retail Margin
Costco is still easy to misunderstand if investors start with the wrong benchmark. Its gross margin is thin by design,... The post Costco (COST) Makes More Sense Through Membership and Inventory Turn Than Retail Margin first appeared on Alphastreet.
AlphaStreet
2026-06-08, 15:16
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Motorcar Parts of America Releases Q4 2026 Financial Results
Motorcar Parts of America, Inc. The post Motorcar Parts of America Releases Q4 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-08, 14:59
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Campbell’s Releases Q3 2026 Financial Results
The Campbell's Company reported mixed third-quarter results, with adjusted earnings topping expectations even as the iconic food manufacturer grappled with declining sales. The post Campbell’s Releases Q3 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-08, 14:52
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Campbell’s Company (CPB) Q3 2026 adj. earnings drop on lower sales
The Campbell’s Company (NASDAQ: CPB) reported a decrease in adjusted earnings for the third quarter of fiscal 2026, as the... The post Campbell’s Company (CPB) Q3 2026 adj. earnings drop on lower sales first appeared on Alphastreet.
AlphaStreet
2026-06-08, 14:14
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AstroNova Releases Q1 2027 Financial Results
AstroNova, Inc. The post AstroNova Releases Q1 2027 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-08, 14:03
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IDEXX Laboratories (IDXX) Still Looks Like an Installed-Base Diagnostics Compounder, Not Just a Vet-Visit Trade
IDEXX is often discussed as if it rises and falls with veterinary clinic traffic. Clinic visits matter, but that frame... The post IDEXX Laboratories (IDXX) Still Looks Like an Installed-Base Diagnostics Compounder, Not Just a Vet-Visit Trade first appeared on Alphastreet.
AlphaStreet
2026-06-08, 13:35
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Graham Releases Q4 2026 Financial Results
Full Year 2026 adjusted earnings at Graham Corporation (GHM) came in at $0.33 per share, ahead of the $0.30 consensus (beat by 10.0%), based on estimate... The post Graham Releases Q4 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-08, 13:34
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Yum! Brands (YUM) Is Better Understood as a Franchise-and-Digital Platform Than a Same-Store Sales Trade
Yum! Brands is often discussed through short-term comparable-sales swings at Taco Bell, KFC, or Pizza Hut. Same-store sales still matter,... The post Yum! Brands (YUM) Is Better Understood as a Franchise-and-Digital Platform Than a Same-Store Sales Trade first appeared on Alphastreet.
AlphaStreet
2026-06-08, 13:25
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RTX (RTX) Looks More Like a Backlog-and-Aftermarket Compounder Than a Headline-Driven Defense Trade
RTX is often pulled into two narrow narratives: defense budget momentum on one side and Pratt & Whitney’s powder-metal overhang... The post RTX (RTX) Looks More Like a Backlog-and-Aftermarket Compounder Than a Headline-Driven Defense Trade first appeared on Alphastreet.
AlphaStreet
2026-06-08, 13:17
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Nasdaq (NDAQ) Looks More Like a Recurring Revenue Infrastructure Platform Than a Trading-Volume Story
Nasdaq is still easy to bucket as an exchange operator whose earnings rise and fall with market activity. That framing... The post Nasdaq (NDAQ) Looks More Like a Recurring Revenue Infrastructure Platform Than a Trading-Volume Story first appeared on Alphastreet.
AlphaStreet
2026-06-08, 13:12
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Gamehaus Holdings Releases Q3 2026 Financial Results
Gamehaus Holdings Inc. The post Gamehaus Holdings Releases Q3 2026 Financial Results first appeared on Alphastreet.
AlphaStreet
2026-06-08, 12:48
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Lennar Q2 2026 Earnings Preview — June 12, Street Expects $1.24 EPS
Wall Street is bracing for a difficult quarter when Lennar Corporation reports second-quarter fiscal 2026 results on June 12 during market hours. The consen... The post Lennar Q2 2026 Earnings Preview — June 12, Street Expects $1.24 EPS first appeared on Alphastreet.
AlphaStreet
2026-06-08, 12:33
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Adobe Q2 2026 Earnings Preview — June 11, Street Expects $5.81 EPS
Wall Street's bar for Adobe. Adobe Inc. reports fiscal second-quarter results on June 11 after market close, with analysts expecting earnings of $5.81 per s... The post Adobe Q2 2026 Earnings Preview — June 11, Street Expects $5.81 EPS first appeared on Alphastreet.
AlphaStreet
2026-06-08, 12:34
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Cboe (CBOE) Has a Data-and-Clearing Engine That Looks Better Than a Volatility Trade
Cboe (CBOE) is easy to misread because its business sits so close to market activity. When volumes spike, the stock... The post Cboe (CBOE) Has a Data-and-Clearing Engine That Looks Better Than a Volatility Trade first appeared on Alphastreet.
AlphaStreet
2026-06-05, 22:11
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Fastenal (FAST) Still Looks Like an Embedded Supply-Chain Platform, Not Just a Cyclical Distributor
Fastenal (FAST) is easy to misclassify. Because it sells industrial and construction supplies, investors often treat it as a straightforward... The post Fastenal (FAST) Still Looks Like an Embedded Supply-Chain Platform, Not Just a Cyclical Distributor first appeared on Alphastreet.
AlphaStreet
2026-06-05, 21:46
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Palomar Holdings Jumps 5.1% Amid Sector-Wide Rally
Palomar Holdings, Inc. surged 5.1% to $108.50 on Friday as a broad rally lifted specialty insurance carriers across the board. The stock joined a cohort of ... The post Palomar Holdings Jumps 5.1% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-05, 21:32
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T-Mobile (TMUS) Still Looks Like a Cash-Conversion Story, Not Just a Subscriber Race
The usual shorthand on T-Mobile (TMUS) is that it is the growth carrier in wireless. That is true, but too... The post T-Mobile (TMUS) Still Looks Like a Cash-Conversion Story, Not Just a Subscriber Race first appeared on Alphastreet.
AlphaStreet
2026-06-05, 21:27
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Coca-Cola (KO) Still Looks More Like a Concentrate-Economics Story Than a Beverage-Volume Trade
Coca-Cola is often judged like a beverage volume stock: did cases grow, did demand hold up, and did emerging markets... The post Coca-Cola (KO) Still Looks More Like a Concentrate-Economics Story Than a Beverage-Volume Trade first appeared on Alphastreet.
AlphaStreet
2026-06-05, 21:25
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MaxLinear Plunges 11.6% Amid Sector-Wide Selling
MaxLinear plunged 11.6% on Friday to $83.26 as a brutal sector-wide selloff hammered semiconductor stocks across the board. The sharp decline came amid a co... The post MaxLinear Plunges 11.6% Amid Sector-Wide Selling first appeared on Alphastreet.
AlphaStreet
2026-06-05, 19:33
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TransDigm (TDG) Still Has an Aftermarket-and-Pricing Engine That Looks Stronger Than the Leverage Debate
TransDigm (TDG) is often framed as a leveraged aerospace supplier whose upside depends mainly on air-travel demand. That view misses... The post TransDigm (TDG) Still Has an Aftermarket-and-Pricing Engine That Looks Stronger Than the Leverage Debate first appeared on Alphastreet.
AlphaStreet
2026-06-05, 19:34
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Synaptics Plunges 11.4% Amid Sector-Wide Selling
Synaptics Incorporated plunged 11.4% to $124.99 on Friday as a sharp selloff rippled across semiconductor peers, with several companies in the sector posting... The post Synaptics Plunges 11.4% Amid Sector-Wide Selling first appeared on Alphastreet.
AlphaStreet
2026-06-05, 19:32
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HCI Group Jumps 5.4% Amid Sector-Wide Rally
Broad sector rally lifts HCI Group. Shares of HCI Group, Inc. surged 5.4% to $158.32 on Friday, June 05, 2026, as property and casualty insurers rallied acr... The post HCI Group Jumps 5.4% Amid Sector-Wide Rally first appeared on Alphastreet.
AlphaStreet
2026-06-05, 19:32
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Autodesk (ADSK) Has a Subscription-and-Workflow Platform That Looks Bigger Than a CAD Seat Story
Autodesk is still often described as a design-software company whose results mostly track seat growth and spending cycles in architecture,... The post Autodesk (ADSK) Has a Subscription-and-Workflow Platform That Looks Bigger Than a CAD Seat Story first appeared on Alphastreet.
AlphaStreet
2026-06-05, 19:26
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Church & Dwight (CHD) Has a Brand-and-Productivity Engine the Slow-Growth Staples Label Misses
Church & Dwight is easy to lump into the broad consumer-staples bucket and move on. That shorthand misses what drives... The post Church & Dwight (CHD) Has a Brand-and-Productivity Engine the Slow-Growth Staples Label Misses first appeared on Alphastreet.
AlphaStreet
2026-06-05, 19:29