ARGA Investment Management’s biggest third-quarter buys were Nokia, Qualcomm and Alphabet. All three have fallen since. See which one the numbers back best.
Intuitive Machines booked a record $1.8B backlog, yet its gross margin is thin and profit is years away. See what to watch in the Nov. 12 earnings report.
A $5.9B fund opened a new ExxonMobil stake as oil’s war premium fades. See why analysts expect EPS to peak in 2026 and what ~12x earnings assumes.
Howard Marks’ Oaktree added to Barrick Mining while another fund cut its stake 63%. See who made the better call at about 10x forward earnings.
Penguin Solutions stock is up 147% in 2026 as sales surge, but free cash flow turned negative and debt rose. See if its cash can catch up with growth.
Spotify stock jumped 17% in a week on a report of a paid AI remix service. See what it would take to reach $700 and why February’s report matters.
Accenture is up 33% in a month but still down 2% this year. At 18x forward earnings vs. a 24x average, see whether the stock is still cheap.
Mastercard stock rose 22% in a month to a 52-week high after its Q3 beat. See what its forward P/E now assumes about earnings growth from here.
Booking Holdings stock jumped after a Q3 beat, yet its forward P/E still sits well below its five-year average. See what today’s price assumes for AI risk.
Bowie Capital added most to Netflix, Oracle and Intuit in Q2. Each trades near half its 52-week high. See why Netflix looks like the best buy of the three.
American Express has rallied to Citi’s $335 Hold target. At 17x forward earnings, see what today’s price assumes about EPS growth and the $380 targets.
Heard Capital’s latest 13F shows new bets on Bloom Energy and Marvell plus more AeroVironment. See why Bloom looks like the best buy of the three.
Nike stock rallied 20% in a month while Morgan Stanley kept its Sell. See what its forward P/E now assumes about the earnings recovery ahead of Investor Day.
Freedom Capital downgraded Visa to Hold at a $427 target after a 21% monthly gain. See what the stock’s 29x forward P/E assumes about earnings growth.
Cathie Wood’s ARK added to Kratos while Jericho Capital sold every share. KTOS is down 42% since March. See whose case holds up before earnings.
Coronation Fund Managers added to Meta, Alphabet and NVIDIA last quarter. All three have fallen since, so which one looks best today? Our take.
Six funds opened new Devon Energy stakes and the stock is up 26%. With analysts seeing 18% upside and a 9.5x P/E, is DVN a buy before earnings?
Bill Ackman calls Mastercard “one of the greatest businesses in the world.” Analysts expect ~16% annual EPS growth. Do the estimates back him up on MA?
Five Wall Street firms set Adobe targets from $200 to $267, with the stock at $246 and just 9.4x forward earnings. Are analysts too cautious on ADBE?
Einhorn’s Greenlight raised its Viatris stake 53% while Invenomic cut 46%. The stock is up 19% since June 30. See which fund the numbers favor on VTRS.
Jericho nearly doubled its Core Scientific stake as Howard Marks’ Oaktree cut 47%. See which side the numbers favor ahead of Q3 earnings.
Wells Fargo and UBS raised Accenture targets after a 28% rally. But did earnings estimates move too? See why the higher multiple may be justified for ACN.
Every recent Booking Holdings price target sits above the stock, even Wells Fargo’s $190. Can Airbnb’s growth and Q4 guidance threaten the estimates?
Fundsmith, Veritas and four other funds cut Zoetis before Q3 earnings. With guidance cut twice and a 13x P/E, should you follow them out? See the data.
Bill Ackman says he’d be concerned about Ramp if he were at American Express. Here’s what analyst estimates and a 17x P/E already price in for AXP.
Bill Ackman calls Visa a “royalty on people spending money.” The stock is up 17% in a month and trades at 28x earnings. Is there upside left in V?
David Tepper’s Appaloosa and five other big funds bought Uber last quarter. Is it a buy before earnings? Here’s our take.
Dan Loeb’s Third Point bought Performance Food while Steadfast Capital sold nearly all of its shares. Here’s who has the better case.
