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Recent Articles

About19 articles
AYI

Mixed: Acuity’s Q4 beats on EPS with AIS-fueled growth; GAAP hit by pension charge, revenue roughly in line

2025 September

$279.26
+11.39 (4.25%)
Open
BAC

Good: Bank of America tops revenue and EPS, lifts NII outlook as dealmaking rebounds

2025 September

$47.97
+0.81 (1.71%)
Open
BK

Good: BNY Mellon beats on revenue and EPS; record sales driven by higher NII and asset‑servicing fees

2025 September

$116.91
+1.97 (1.71%)
Open
FAST

Fastenal’s fastener engine reignites — but a one‑cent EPS miss tests investor patience

2025 September

$44.93
+1.17 (2.67%)
Open
JPM

JPMorgan’s Quarter Shows the Rate Engine Is Leveling Off—And the Fee Machine Is Taking Over

2025 September

$292.33
+5.77 (2.01%)
Open
MKC

Mixed: McCormick beats Q3 but trims 2025 EPS outlook as tariffs squeeze margins

2025 September

$54.05
+0.82 (1.54%)
Open
PEP

Mixed: PepsiCo beats Q3, but North America volumes fall and guidance stays flat

2025 September

$150.55
+0.51 (0.34%)
Open
STZ

Mixed: Constellation beats EPS, but sales fall 15% and beer volumes slip; adjusted outlook steady as reported EPS trimmed

2025 September

$153.51
+3.89 (2.60%)
Open
ADBE

Adobe lifts 2025 targets on AI momentum—but Acrobat, not Photoshop, is doing the heavy lifting

2025 August

$248.91
+0.76 (0.31%)
Open
CCL

Carnival’s Summer Quarter Was Strong—But the Sharper Story Is What’s Happening Below Deck

2025 August

$25.49
+1.37 (5.68%)
Open
CHWY

Chewy’s Autoship Revival Lifts Guidance—So Why Did the Stock Fall?

2025 August

$23.83
+0.46 (1.97%)
Open
COST

Good: Costco beats on revenue and EPS; comps solid and membership fees surge, though growth cools vs Q3

2025 August

$969.42
-2.91 (-0.30%)
Open
CTAS

Cintas’ 50% Margin Era Holds—But a Modest Guidance Bump Tests a Premium Story

2025 August

$182.66
+3.31 (1.85%)
Open
FERG

Good: Ferguson tops EPS and sales; wider margins and non‑residential strength lift Q4, shares jump

2025 August

$224.44
+6.88 (3.16%)
Open
GIS

General Mills’ volume-first pivot hits resistance: Retail slumps while Pet and International do the lifting

2025 August

$37.56
+0.55 (1.49%)
Open
LEN

Bad: Lennar misses revenue and guides light as margins compress; orders rise but incentives hit prices

2025 August

$94.46
+3.91 (4.32%)
Open
MU

Good: Micron beats and guides higher on AI memory demand; margins jump

2025 August

$407.77
-15.11 (-3.57%)
Open
NKE

Nike’s first step back: a wholesale-fueled beat meets a margin reality check

2025 August

$53.20
+0.83 (1.58%)
Open
DDOG

Datadog’s Q2 wasn’t just a beat—it was a depth story: AI and security pull customers deeper into the platform

2025 July

$129.15
+4.07 (3.25%)
Open

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