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Visa (V) Stock May Trade At A Discount To Fair Value Yet A Premium To Earnings
Simply Wall St.30d agoneutral
Visa (V) Stock May Trade At A Discount To Fair Value Yet A Premium To Earnings

Visa stock has delivered a 55.9% return over the past three years, yet the latest valuation checks suggest the shares are no longer an obvious bargain, with the intrinsic value estimate from the Excess Returns model sitting close to the current market price while earnings based multiples screen on the expensive side. That 55.9% three year return sets a high bar for new buyers, as a lot of good news may already be reflected in Visa's valuation. Recent attention on Visa's role in payment...

Brookfield Shareholders Back New BN Deal as Firm Targets 20% Earnings Growth
MarketBeat30d agoneutral
Brookfield Shareholders Back New BN Deal as Firm Targets 20% Earnings Growth

Brookfield (NYSE:BN) shareholders approved a key transaction resolution at the company’s annual and special meeting, advancing a plan to combine Brookfield Corporation and Brookfield Wealth Solutions Ltd. under a single publicly traded company referred to during the meeting as New BN. Frank McKenna

ThredUp (TDUP): Buy, Sell, or Hold Post Q1 Earnings?
StockStory30d agoneutral
ThredUp (TDUP): Buy, Sell, or Hold Post Q1 Earnings?

ThredUp’s 19.2% return over the past six months has outpaced the S&P 500 by 10.5%, and its stock price has climbed to $6.65 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Alcoa Q2 Earnings Call Highlights
MarketBeat30d agoneutral
Alcoa Q2 Earnings Call Highlights

Alcoa (NYSE:AA) reported higher second-quarter revenue and adjusted earnings as stronger aluminum prices, increased shipments and value-added product premiums helped offset weakness in alumina operations, executives said on the company’s second-quarter 2026 earnings call. Molly Beerman, Alcoa’s exe

Wall St ends lower as chip weakness offsets solid earnings, data
Reuters Videos30d agoneutralVIDEO
Wall St ends lower as chip weakness offsets solid earnings, data

<body><p>STORY: Wall Street's main indexes ended lower on Thursday, with the Dow dropping two-tenths of a percent, the S&P 500 shedding about half a percent and the tech-heavy Nasdaq losing almost one-and-a-half percent.</p><p>Chip stocks tumbled despite bellwether TSMC posting a 77% jump in quarterly profit, it's shares falling more than 2%.</p><p>Mel Casey, senior portfolio manager at FBB Capital Partners, said the pullback demonstrated the lofty expectations for a sector that has soared by nearly 70% so far this year.&nbsp;</p><p>"You just have so many investors in the same trade here and really banking on every little component of the value chain, like, humming along at maximum pace. And so anything that's a little bit shy of, say, the whisper, or anything that's as good as expected but not better than expected is seen almost as a disappointment. And so that's what you're seeing today. But there's nothing you could really point to in the Taiwan Semi report to feel bearish about."</p><p>Memory-chip makers were among the biggest laggards, with SanDisk, Western Digital, Seagate Technology and Intel down between about five-and-a-half and twelve-and-a-half percent.</p><p>:: Netflix</p><p>Elsewhere in the market, shares of Netflix tumbled more than 7% in extended trading after the streaming giant's third-quarter revenue and earnings projections hovered below Wall Street targets. The company also said it would reduce the amount of information it discloses about consumers' viewing hours as it seeks new avenues of growth.</p><p>Shares of UnitedHealth Group closed higher after the company beat Wall Street earnings estimates and hiked its 2026 forecast.</p><p>But shares of United Airlines fell as surging oil prices weighed on its forward guidance.</p><p>Meanwhile, generally upbeat economic data on Thursday showed solid core retail sales, a drop in jobless claims and surging manufacturing activity in the Northeast.</p></body>

Netflix Q2 Earnings Call Highlights
MarketBeat30d agoneutral
Netflix Q2 Earnings Call Highlights

Netflix (NASDAQ:NFLX) executives said the company remains on track for its 2026 financial plan, pointing to continued subscription growth, pricing gains, rising advertising revenue and a broadening content strategy during the company’s second-quarter earnings interview. CFO Spence Neumann said Netf

Intuitive Surgical Q2 Earnings Call Highlights
MarketBeat30d agoneutral
Intuitive Surgical Q2 Earnings Call Highlights

Intuitive Surgical (NASDAQ:ISRG) reported a solid second quarter of 2026, with management pointing to continued global adoption of its da Vinci, da Vinci SP and Ion platforms, even as U.S. procedure growth moderated and China remained challenging. Chief Executive Officer Dave Rosa said total proced

What Skyworks Solutions (SWKS)'s Q3 2026 Earnings and KeyBanc Downgrade Mean For Shareholders
Simply Wall St.30d agobearish
What Skyworks Solutions (SWKS)'s Q3 2026 Earnings and KeyBanc Downgrade Mean For Shareholders

Skyworks Solutions recently held its third-quarter fiscal 2026 earnings call and released results and a business outlook, while analysts had been expecting a sharp year-over-year profit decline and ongoing margin pressures from higher costs. Those expectations, combined with a downgrade from KeyBanc that flagged growth challenges and insider stock sales, have sharpened investor focus on Skyworks’ earnings resilience and customer concentration risks. We’ll now examine how the KeyBanc...

Is Dow (DOW) A Bargain Following Rising Options Activity Ahead Of Earnings?
Simply Wall St.30d agoneutral
Is Dow (DOW) A Bargain Following Rising Options Activity Ahead Of Earnings?

Options activity around Dow (DOW) has picked up as traders react to high implied volatility and look ahead to the company’s July 23, 2026 earnings report and recent analyst estimate revisions. See our latest analysis for Dow. Dow’s recent share price has been choppy, with the stock down 10.62% on a 30 day share price return and 25.60% over 90 days, yet still showing a 22.37% year to date share price gain and an 11.06% 1 year total shareholder return. This suggests earlier momentum has faded...

Alcoa Earnings Are Improving. The Stock Is Down Anyway.
Barrons.com30d agoneutral
Alcoa Earnings Are Improving. The Stock Is Down Anyway.

FEATURE Aluminum producer Alcoa reported improved earnings, but they didn’t match Wall Street estimates. Shares were lower in late trading. Thursday evening, Alcoa announced adjusted second-quarter earnings per share of $2.