News

Bank of America has more than doubled investors' money over the past three years, yet valuation checks show a mixed picture, with the intrinsic value estimate pointing to upside while market multiples suggest the stock is closer to fairly priced. Bank of America has returned 110.4% over three years, which puts current buyers in a very different position to those who entered before the rally. Strong earnings momentum and higher rate expectations can support earnings power, while regulatory...

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Generac (NYSE:GNRC) and the best and worst performers in the renewable energy industry.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at consumer discretionary stocks, starting with Apple (NASDAQ:AAPL).

Looking back on media & entertainment stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including EchoStar (NASDAQ:ECHO) and its peers.

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Kosmos Energy (NYSE:KOS) and its peers.

Lam Research (LRCX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Citigroup (C) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Goldman (GS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

GE (GE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Enbridge (ENB) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

ServiceNow (NOW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

JPMorgan Chase & Co. (JPM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

CVS Health (CVS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Celestica (CLS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Vertiv (VRT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Tesla (TSLA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

IBM (IBM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Looking back on data analytics stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Palantir Technologies (NASDAQ:PLTR) and its peers.

Nebius Group stock has delivered a very strong run over the past year, yet the current valuation checks lean expensive. The key tension for investors is whether recent gains already reflect much of the good news that has come through in AI contracts and index inclusion. The share price is up about 449% over the past year, which puts Nebius Group firmly in the group of stocks where expectations are very high and small disappointments can matter. Massive long term AI infrastructure deals with...

Hewlett Packard Enterprise (HPE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Credo Technology Group (CRDO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Micron's earnings confirm Sandisk's tailwinds will get even stronger.

STZ tops Q1 earnings and sales estimates as beer strength, pricing gains and improved profitability help offset lower sales.

iHeartMedia trades at $4.44 and has moved in lockstep with the market. Its shares have returned 6.9% over the last six months while the S&P 500 has gained 8.5%.

ASML Holding raised its revenue guidance, citing stronger than expected demand for AI infrastructure. The company highlighted its dominant position in extreme ultraviolet lithography as a key driver of this outlook. Management linked the guidance update to rising capital spending on AI focused chip production equipment. ASML Holding (NasdaqGS:ASML) sits at the center of advanced chip manufacturing, and the latest guidance update puts fresh attention on the stock. Shares recently closed at...

Comcast is set to announce its second-quarter results this month, with analysts forecasting double-digit decline in its bottom-line figure.

Vulcan Materials currently trades at $294.89 per share and has shown little upside over the past six months, posting a middling return of 0.8%. The stock also fell short of the S&P 500’s 8.5% gain during that period.

FactSet beats Q3'26 earnings and revenue estimates as organic growth, ASV gains, client demand and stronger cash flow offset margin pressure.

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside […]

Since July 2021, the S&P 500 has delivered a total return of 72.2%. But one standout stock has more than doubled the market - over the past five years, Toll Brothers has surged 179% to $164.09 per share. Its momentum hasn’t stopped as it’s also gained 21% in the last six months thanks to its solid quarterly results, beating the S&P by 12.6%.