Altria's On! PLUS just went national in 100,000 stores. Whether it can offset cigarette volume losses is the question that matters now.
CAVA crossed $1 billion in revenue. The TIKR model prices it at $204. The stock is sitting at $76.
The February reconditioning miss sent Carvana stock into a slump. Q1 just proved that miss was operational, not structural.
GE Aerospace stock beat Q1 EPS by $0.26 and posted $23 billion in orders. The pullback may be the opportunity.
Aveanna raised full-year guidance after a broad-based Q1 beat, but the valuation model prices in a 3.2% annual multiple contraction.
YETI posted its best wholesale quarter in three years, but tariffs clipped EPS and the real test arrives in the second half.
Cellebrite's 2026 plan assumed zero AI revenue. Eight weeks after Genesis launched with no marketing, 500 users changed that assumption.
Viking crossed $1 billion in Q1 revenue, demand rebounded after a brief softening, and 2027 bookings are already running 31% ahead.
Applied Materials crossed 50% gross margin for the first time in over 25 years. The Q3 guide raises the stakes further.
A national bank charter application, $4 billion in new capital, and a $158 TIKR target. Upstart stock at $27 demands a closer look.
Chubb posted $6.82 EPS in Q1 2026, beating the Street by 3.2%, while the combined ratio hit 84%. Is CB still undervalued?
Birkenstock delivered 14% constant-currency growth, but a €27M FX drag and noncash charges pulled adjusted EPS down 9% year over year.
Prologis beat Q1 estimates, raised full-year FFO guidance, and logged record lease signings. Here is whether the valuation still works at $142.
Eaton's data center orders jumped 240% in Q1 and the TIKR mid-case target sits 60% above the current price.
Doximity beat Q4 estimates and posted record free cash flow, but a softer FY2027 guide sent the stock down 12%.
VEON raised its revenue outlook and reported 58% digital growth. Whether that translates into margin expansion remains the open question for the stock.
Cisco hit record revenue and raised full-year guidance, but the valuation model leaves almost no margin of error at current prices.
Cloud growth accelerated, quick commerce gained share, and operating income swung to a loss. Whether that trade holds is the whole question for Alibaba stock.
USDC transaction volume surged 263% to $21.5 trillion, but operating margin fell to 6% as Circle's investment spending outpaced revenue growth.
Super Group posted its best quarter on record, but management won't raise guidance, and a $30M U.K. tax headwind kicks in April 1.
Under Armour stock dropped 17% on earnings day. The fiscal 2027 profit outlook depends heavily on a one-time tariff refund.
Barrick tripled free cash flow and doubled EBITDA in a single quarter. Whether that pace holds is the question the model cannot yet answer.
PACS Group beat on every line in Q1, but the TIKR model prices the stock 17% below where it trades today. Here's why.
Kodiak Gas Services hit a record $190M EBITDA quarter, but a $500M power CapEx cycle is the real test ahead.
Enbridge delivered a clean Q1 and reaffirmed full-year guidance, but the TIKR model points to a 1.1% annualized return at current prices.
Record 33 GW backlog, a capital-light U.S.-Japan gas deal, and 46% model upside: NextEra Energy stock is making a case for itself.
Intesa Sanpaolo posted its best-ever quarterly net income, confirmed a €10B full-year target, and returned a 21% annualized ROE. The debate is what comes next.
Lam Research posted its third straight record revenue quarter, raised its WFE outlook, and guided to record earnings. The cycle is not slowing down.
