Apple's revenue multiple went from 2.58x to 9.55x while sales grew about 3% a year. The new iPhone lease is about protecting that premium, not units.
GM trades at 5.91x forward earnings, near its three-year average. A low multiple lets every buyback dollar retire more stock as cash flow holds up.
Super Micro is shipping Vera Rubin racks, but the bigger test is cash. After a $6.8 billion burn, management says fiscal 2027 growth is self-funded.
Palantir stock is up 77% since late June after a 93% growth quarter. Here's why the TIKR model still sees $1,344 by 2030 despite the huge run.
Affirm posted its most profitable quarter and beat on guidance, then gave back the whole pop. Analysts raised targets to $99 while insiders sold.
Rivian's Software and Services segment made $215 million of gross profit in Q2 while its car business lost $36 million. Here is why that split matters now.
AppLovin stock sits at $311 after a 54% slide, while analysts target $498 and TIKR sees $627. Will Q3 prove the model stall was only temporary?
Oracle stock is down 30% this year while earnings beat twice. A force majeure notice and record credit swaps explain the slide. TIKR sees $454.
Eli Lilly stock is up 31% in six months after two big earnings beats. Next week's eloralintide data could decide whether the recovery has more room to run.
Robinhood revenue hit a record $1.31 billion in Q2, up 32%. The stock now trades on earnings, but Q1 showed how quickly trading slowdowns hit results.
DraftKings' CEO said the stock might pop if prediction markets were shut down. Here is what the cash flow statement says about the two businesses inside it.
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Meta's Muse sparked a bank selloff on deposit fears. JPMorgan added $151 billion in deposits over the past year while deposit costs barely moved.
In fiscal 2024, the year before its fee hike, Costco's fee income grew 5.5%. Without the hike, it grew 6.8% last quarter. The next report tests that pace.
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Investors sold Citigroup on cautious July guidance. Two months later, management turned more confident, and Q3 results will show who read it right.
CleanSpark stock is up about 21% this year as a $6.6 billion Georgia lease and a $2.28 billion note sale shift the focus away from Bitcoin mining.
Texas power prices and a data center queue audit sank Vistra stock 31%. TIKR's model sees $199 by 2030. Is the market pricing the slump as permanent?
Westinghouse may list at over $50 billion, valuing Cameco's stake above $24.5 billion. The stock still sits near where it was before its Q2 earnings miss.
RIOT still trades with Bitcoin, but mining fell to about 65% of segment revenue as leases and engineering grow. Here's what the market may be missing.
Consensus expects AST SpaceMobile to post $72.62 million in Q4, about 34% above its best quarter so far. Here is why that one quarter matters so much.
Marvell raised its fiscal 2028 outlook to $18 billion. The CEO says connectivity, not Google, did most of the work. The stock is priced for more.
Rocket Lab burned $371.2 million over four quarters. Iridium generated $288.3 million. The deal vote narrows the cash gap without fully closing it yet.
Nvidia stock is up 19% in 2026, yet its revenue more than doubled to $96B last quarter. Here's why investors keep paying less for each dollar of profit.
An activist wants Celsius's CEO out. He just bought $494,000 of stock instead. A look at what the insider filings actually show.
ASML's second-quarter beat came from upgrades, not new machines. Why the installed base may be the part of the story investors keep skipping past.
Weeks before Muse launched, DoorDash's CEO was already asked on an earnings call if AI agents could bypass the platform. His answer is now being tested.
Starbucks' operating margin hit a six-quarter high of 13%, but management says part of that gain came from a one-time tariff refund catch-up.
Carvana just refinanced $1.66 billion in debt for $45 million in annual savings, even as the Street trimmed its mean target 10% to $83 by September.
Quantum Computing's operating expenses fell sharply once acquisition costs were stripped out, yet free cash flow burn just hit its worst quarter ever.
