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  • Brookfield Asset Management (BAM) Is More Than an Interest-Rate Trade

    Why BAM is not just a macro or rates trade Brookfield Asset Management is often discussed as if it were... The post Brookfield Asset Management (BAM) Is More Than an Interest-Rate Trade first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 15:20

  • Equifax (EFX) Still Looks Like a Verification Utility, Not Just a Mortgage Trade

    Equifax Inc. (EFX) is often framed as a mortgage-sensitive credit bureau, and Q1 2026 did benefit from that exposure. Management... The post Equifax (EFX) Still Looks Like a Verification Utility, Not Just a Mortgage Trade first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 15:15

  • Photronics (PLAB) Q2 2026 Preview: EPS Est. $0.53, Reports May 28

    Wall Street expects earnings growth to accelerate. Analysts are looking for Photronics, Inc. (NASDAQ:PLAB) to report earnings per share of $0.53 when the se... The post Photronics (PLAB) Q2 2026 Preview: EPS Est. $0.53, Reports May 28 first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 15:01

  • Stryker (SYK) Is Still More of a Procedure Ecosystem Than a One-Product MedTech Story

    Stryker Corporation (SYK) is often grouped with orthopedic device makers, but that frame is too narrow. Its Q1 2026 results... The post Stryker (SYK) Is Still More of a Procedure Ecosystem Than a One-Product MedTech Story first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 14:45

  • ePlus Q4 2026 Earnings Preview — May 28, Street Expects $0.98 EPS

    Wall Street expects a challenging quarter for ePlus. Analysts are projecting earnings of $0.98 per share on revenue of $569.2 million when the software appl... The post ePlus Q4 2026 Earnings Preview — May 28, Street Expects $0.98 EPS first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 14:44

  • Okta Q1 2027 Earnings Preview — May 28, Street Expects $0.85 EPS

    Wall Street is looking for Okta, Inc. (NASDAQ:OKTA) to post earnings of $0.85 per share on revenue of $751.8 million when the identity and access management ... The post Okta Q1 2027 Earnings Preview — May 28, Street Expects $0.85 EPS first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 14:34

  • Viasat Q4 2026 Earnings Preview — Reports on May 28; Street Expects $0.32 EPS

    Wall Street expects modest top-line growth and a return to profitability. Viasat, Inc. (NASDAQ:VSAT) reports fiscal Q4 2026 results on May 28th, with analys... The post Viasat Q4 2026 Earnings Preview — Reports on May 28; Street Expects $0.32 EPS first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 14:24

  • Airbnb (ABNB) Is More Than a Cyclical Travel Demand Story

    Why Airbnb is more than a travel-cycle story Airbnb is often framed as a travel-demand stock whose fortunes rise and... The post Airbnb (ABNB) Is More Than a Cyclical Travel Demand Story first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 14:21

  • Deere (DE) Is More Than a Farm Equipment Cycle Trade

    Why Deere is more than a machinery cycle story Deere & Company is still cyclical. Management said in its Q1... The post Deere (DE) Is More Than a Farm Equipment Cycle Trade first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 14:07

  • Universal (UVV) Q4 2026 Preview: Reports on May 28

    Wall Street is expecting muted results from Universal Corporation when the tobacco merchant reports fourth-quarter fiscal 2026 earnings on May 29. The singl... The post Universal (UVV) Q4 2026 Preview: Reports on May 28 first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 13:56

  • Autodesk (ADSK) Q1 2027 Preview: EPS Est. $2.84, Reports May 28

    Wall Street expects continued profitability expansion from Autodesk when the design software leader reports fiscal first-quarter 2027 results. The consensus... The post Autodesk (ADSK) Q1 2027 Preview: EPS Est. $2.84, Reports May 28 first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 13:45

  • Vulcan Materials (VMC) Is a Local-Scarcity Pricing Franchise, Not Just a Housing Proxy

    Why Vulcan is more than a housing-volume trade Vulcan Materials is easy to misread because aggregates look cyclical from a... The post Vulcan Materials (VMC) Is a Local-Scarcity Pricing Franchise, Not Just a Housing Proxy first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 13:47

  • NetApp Q4 2026 Earnings Preview — May 28, Street Expects $2.27 EPS

    Wall Street's expectations. NetApp, Inc. (NASDAQ:NTAP) is scheduled to report Q4 2026 earnings on May 28th, with analysts anticipating earnings per share of... The post NetApp Q4 2026 Earnings Preview — May 28, Street Expects $2.27 EPS first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 13:37

  • Prologis (PLD) Is Not Just a Rate-Sensitive REIT

    Why Prologis is more than a rate-sensitive REIT Prologis is often discussed as a warehouse REIT whose fortunes mostly rise... The post Prologis (PLD) Is Not Just a Rate-Sensitive REIT first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 13:33

  • Chubb (CB) Keeps Showing Why Underwriting Discipline Matters More Than Catastrophe Noise

    Why Chubb is not just a catastrophe trade Chubb Limited is often discussed as if it were mainly a way... The post Chubb (CB) Keeps Showing Why Underwriting Discipline Matters More Than Catastrophe Noise first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 13:28

  • Abbott (ABT) Is More Than a Libre Story

    Why Abbott is more than a Libre-led device story Abbott often gets reduced to a diabetes-device narrative because FreeStyle Libre... The post Abbott (ABT) Is More Than a Libre Story first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 13:22

  • Cintas (CTAS) Is More Than a Uniform Supplier

    Why Cintas is not just a uniform story Cintas is easy to misread because uniforms are its most visible product.... The post Cintas (CTAS) Is More Than a Uniform Supplier first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 13:18

  • Hormel Foods (HRL) Q2 2026 Preview: EPS Est. $0.35, Reports May 28

    Wall Street is expecting modest results from Hormel Foods Corporation when the packaged foods company reports second-quarter fiscal 2026 earnings on May 28. ... The post Hormel Foods (HRL) Q2 2026 Preview: EPS Est. $0.35, Reports May 28 first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-26, 13:15

  • Accenture (ACN) Is More Entrenched Than a Cyclical Consultant

    Why Accenture is bigger than a discretionary consulting story Accenture (NYSE: ACN) is often treated like a classic consulting stock,... The post Accenture (ACN) Is More Entrenched Than a Cyclical Consultant first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-22, 22:24

  • Texas Instruments (TXN) Is a Long-Cycle Analog Compounder

    Why Texas Instruments is not just another chip-cycle trade Texas Instruments (TXN) is often discussed as if it were mainly... The post Texas Instruments (TXN) Is a Long-Cycle Analog Compounder first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-22, 22:03

  • McDonald’s (MCD) Is Really a Franchised Cash-Flow Platform

    Why McDonald’s is more franchisor than restaurant operator McDonald’s is still commonly discussed like a restaurant stock, with most of... The post McDonald’s (MCD) Is Really a Franchised Cash-Flow Platform first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-22, 21:48

  • Extreme Networks Jumps 6.6% Amid Sector-Wide Rally

    Extreme Networks surged 6.6% Friday, riding a broad rally across communication equipment peers that sent the sector sharply higher. Shares closed at $25.48 ... The post Extreme Networks Jumps 6.6% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-22, 21:32

  • Synaptics Jumps 8.0% Amid Sector-Wide Rally

    Synaptics Incorporated surged 8.0% to $142.88 on Friday as a powerful rally swept through semiconductor sector peers, lifting the human interface solutions c... The post Synaptics Jumps 8.0% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-22, 21:32

  • OSI Systems Jumps 7.1% Amid Sector-Wide Rally

    OSI Systems shares surged 7.1% on Friday, closing at $222.54, as a powerful rally swept across its sector peers. The electronic components company rode a br... The post OSI Systems Jumps 7.1% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-22, 19:31

  • Nextpower Jumps 8.0% Amid Sector-Wide Rally

    Nextpower Inc. surged 8.0% to $130.66 on Friday as a broad rally swept through sector peers, with multiple companies posting strong gains in what appeared to... The post Nextpower Jumps 8.0% Amid Sector-Wide Rally first appeared on Alphastreet.

    AlphaStreet AlphaStreet 2026-05-22, 19:32
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