Stories
Plain-English stock analysis: the story behind each company
What drives each business, what its share price assumes and what could change the story, rewritten after every earnings release. Free to read, like every report.
The big-picture stories
The market-wide reads, told with the data behind them- US macroAre high interest rates sustainable?Three readings of US debt, inflation and the Fed, the data each one rests on and what would settle it.Read the story
- BitcoinThe bullish case for BitcoinSound money, scarcity and stock-to-flow, explained with the network's own data, and where the case could fail.Read the story
Company stories
Newest first. Each one is rewritten when the company reports
Charles SchwabSCHWCan record client inflows keep widening Schwab’s earnings as bank deposits fall and borrowing rises?Updated 16 October 2026Read the story
PrologisPLDCan higher renewal rents sustain Prologis’s growth as cash NOI growth slows and development commitments expand?Updated 16 October 2026Read the story
Interactive BrokersIBKRCan larger customer balances keep lifting interest income as trading activity per account and interest margins decline?Updated 16 October 2026Read the story
Plug PowerPLUGCan Plug sustain September’s lower cash usage while delivering electrolyzer projects and reducing losses on hydrogen fuel?Updated 16 October 2026Read the story
Recursion PharmaceuticalsRXRXCan Recursion repeat Sanofi’s first candidate selection across more programs while containing its cash needs?Updated 16 October 2026Read the story
Bank of AmericaBACCan rising lending income and wealth fees outpace costs after Bank of America's $1.2 billion regulatory settlement?Updated 15 October 2026Read the story
Morgan StanleyMSCan Morgan Stanley turn September’s IPO-heavy asset inflows into lasting wealth management fees?Updated 15 October 2026Read the story
BlackRockBLKCan BlackRock sustain September's organic fee growth while turning private-market fundraising and Aladdin demand into recurring revenue?Updated 15 October 2026Read the story
ProgressivePGRCan Progressive sustain auto policy growth and underwriting profitability as premium growth slows and investment losses weigh on earnings?Updated 15 October 2026Read the story
JPMorgan ChaseJPMWhere will JPMorgan deploy the capital retained after sharply reducing share repurchases?Updated 14 October 2026Read the story
Johnson & JohnsonJNJCan newer medicines sustain growth as STELARA declines, and will the proposed talc resolution secure enough participation?Updated 14 October 2026Read the story
UnitedHealthUNHCan UnitedHealth sustain its medical cost improvement while reducing prior approvals and serving fewer insurance members?Updated 14 October 2026Read the story
Goldman SachsGSCan wealth management fees sustain growth while the deal backlog shrinks and Apple Card markdowns continue?Updated 14 October 2026Read the story
Wells FargoWFCCan Wells Fargo sustain loan growth and expense savings as its capital ratio falls and commercial credit costs rise?Updated 14 October 2026Read the story
CitigroupCCan Citi sustain stronger returns while accelerating investment and absorbing higher card rewards costs and credit provisions?Updated 14 October 2026Read the story
Occidental PetroleumOXYHow much cash will Occidental retain after Gulf downtime, crude oil collar settlements, and its debt and preferred obligations?Updated 14 October 2026Read the story
Domino's PizzaDPZCan Domino’s sustain profit growth while established-store sales barely rise and cash flow trails earnings?Updated 14 October 2026Read the story
Delta Air LinesDALCan premium fares and loyalty growth protect Delta’s margins with December fuel expected at approximately $4.25 per gallon?Updated 10 October 2026Read the story
PepsiCoPEPCan PepsiCo turn North American snack volume gains into profit growth while funding affordability and absorbing higher input costs?Updated 9 October 2026Read the story
3MMMMCan Safety and Industrial sustain its growth while 3M converts stronger adjusted earnings into cash after legal costs?Updated 9 October 2026Read the story
Applied DigitalAPLDCan Polaris Forge 2 open on schedule while rental income catches up with construction spending and financing costs?Updated 9 October 2026Read the story
SezzleSEZLCan Sezzle turn cheaper receivables funding and broader shopping access into sustained growth without higher credit losses?Updated 9 October 2026Read the story
Tilray BrandsTLRYCan BrewDog’s beverage growth lift Tilray’s earnings after adjusted EBITDA declined despite record revenue in the quarter to August 2026?Updated 9 October 2026Read the story
ExxonMobilXOMCan record Permian production and structural savings sustain cash generation beyond the supportive markets of the quarter to June 2026?Updated 8 October 2026Read the story
Constellation EnergyCEGCan Calpine's earnings contribution translate into stronger cash flow while Constellation expands nuclear capacity and advances the Crane restart?Updated 8 October 2026Read the story
General DynamicsGDCan General Dynamics keep expanding Aerospace and Marine Systems margins while increasing deliveries against its growing backlog?Updated 8 October 2026Read the story
Northrop GrummanNOCCan Northrop Grumman convert its record backlog into stronger cash flow while containing missile and rocket program costs?Updated 8 October 2026Read the story
Bloom EnergyBECan Bloom turn broad AI customer approvals into deployments while preserving the margins behind its raised 2026 outlook?Updated 8 October 2026Read the story
VistraVSTCan Vistra fund Helix and the Cogentrix expansion while turning higher power prices into lasting cash flow growth?Updated 8 October 2026Read the story
CienaCIENCan Ciena sustain optical networking growth as its fiscal fourth quarter outlook points to lower adjusted margins?Updated 8 October 2026Read the story
Take-Two InteractiveTTWOCan Grand Theft Auto VI deliver the bookings expansion Take-Two expects while mobile weakens and development costs weigh on profits?Updated 8 October 2026Read the story
OktaOKTACan Okta turn accelerating subscription backlog and Identity Governance adoption into faster revenue growth?Updated 8 October 2026Read the story
AxonAXONCan Axon turn expanding software subscriptions and contracted bookings into stronger cash flow as new product spending continues?Updated 8 October 2026Read the story
Rocket CompaniesRKTCan Rocket turn its unified servicing platform into more repeat mortgage business without sacrificing lending margins?Updated 8 October 2026Read the story
ZoomZMCan Zoom turn faster Enterprise growth and Virtual Agent adoption into higher spending from existing customers?Updated 8 October 2026Read the story
RokuROKUCan Roku sustain Platform margin gains as subscription mix shifts and TV distribution spending rises ahead of the FOX acquisition?Updated 8 October 2026Read the story
NRG EnergyNRGCan NRG turn LS Power's added generation and its proposed Texas hyperscaler project into cash after financing costs?Updated 8 October 2026Read the story
CircleCRCLCan Circle turn expanding USDC usage into recurring service revenue beyond the ARC Token presale included in guidance?Updated 8 October 2026Read the story
Talen EnergyTLNCan Cornerstone and stronger capacity revenues turn Talen’s raised cash flow guidance into cash after financing and compensation payments?Updated 8 October 2026Read the story
DocusignDOCUCan IAM’s growing share of recurring revenue accelerate Docusign’s overall growth while preserving stronger cash margins?Updated 8 October 2026Read the story
BWX TechnologiesBWXTCan commercial nuclear expansion lift cash generation while Government Operations faces less favorable contract economics?Updated 8 October 2026Read the story
Tempus AITEMCan faster oncology testing and new pharmaceutical licenses turn Tempus’ reported profit into sustained operating cash generation?Updated 8 October 2026Read the story
InstacartCARTCan Instacart keep Adjusted EBITDA growing faster than grocery transaction value while spending more on growth?Updated 8 October 2026Read the story
Ally FinancialALLYCan Ally turn record auto applications and improving credit into higher auto profits despite rising reserve and servicing costs?Updated 8 October 2026Read the story
ChimeCHYMCan Chime Prime and expanding liquidity products sustain member engagement and profitability as Chime prepares to own Stride Bank?Updated 8 October 2026Read the story
Oscar HealthOSCRCan Oscar sustain its improved medical loss ratio without the same benefit from favorable reserve revisions?Updated 8 October 2026Read the story
ImmunityBioIBRXCan ANKTIVA’s growing adoption and broader approvals narrow ImmunityBio’s cash burn while it funds further clinical development?Updated 8 October 2026Read the story
Sirius XMSIRICan SiriusXM sustain positive self-pay additions when companion subscriptions offset weaker trial conversion?Updated 8 October 2026Read the story
GapGAPCan Old Navy restore traffic and reduce promotions while the Gap brand sustains double-digit comparable sales growth?Updated 8 October 2026Read the story
Kratos DefenseKTOSCan Kratos convert faster rocket and engine growth into stronger margins while funding its production expansion?Updated 8 October 2026Read the story
SentinelOneSCan Singularity sustain enterprise growth while closing the gap between improving adjusted margins and continuing GAAP losses?Updated 8 October 2026Read the story
MP MaterialsMPCan rising NdPr output and progress on magnet qualification turn MP Materials’ factory expansion into positive cash flow?Updated 8 October 2026Read the story
UiPathPATHCan Maestro Case and Maestro Flow deepen customer expansion while UiPath absorbs the costs of more cloud deployments?Updated 8 October 2026Read the story
Abercrombie & FitchANFCan Abercrombie and Hollister strengthen comparable sales as tariff refunds contribute less to reported profits?Updated 8 October 2026Read the story
Macy'sMCan Reimagine 200 and luxury growth sustain Macy’s earnings improvement as tariff refunds are reinvested?Updated 8 October 2026Read the story
AeroVironmentAVAVCan AeroVironment convert its record funded backlog into profits while expanding manufacturing and improving Space, Cyber and Directed Energy?Updated 8 October 2026Read the story
FigureFIGRWill Figure’s rapid marketplace volume growth translate into stronger cash generation as Kiavi enters its financial results?Updated 8 October 2026Read the story
Planet LabsPLCan Planet sustain profitability as sovereign satellite contracts expand and spending on its satellite fleet rises?Updated 8 October 2026Read the story
CRISPR TherapeuticsCRSPCan broader CASGEVY access reduce the Vertex collaboration’s remaining expense as CRISPR advances its clinical pipeline?Updated 8 October 2026Read the story
BlackBerryBBCan QNX sustain its record revenue as BlackBerry absorbs lower Licensing revenue and weaker Secure Communications profitability?Updated 8 October 2026Read the story
DaveDAVECan CashAI v6.0 support larger ExtraCash advances while keeping late payments near the June 2026 level?Updated 8 October 2026Read the story
D-Wave QuantumQBTSCan D-Wave turn its $35.5 million bookings into revenue while containing the cost of developing both quantum platforms?Updated 8 October 2026Read the story
USA Rare EarthUSARCan USA Rare Earth turn Serra Verde’s output and Stillwater’s capacity buildout into customer deliveries while meeting funding milestones?Updated 8 October 2026Read the story
Uranium EnergyUECCan Christensen Ranch and Burke Hollow sustain lower production costs as UEC expands wellfields and funds its conversion plans?Updated 8 October 2026Read the story
AbCellera BiologicsABCLCan AbCellera advance ABCL635 toward Phase 3 while partner payments support the cost of its internal pipeline?Updated 8 October 2026Read the story
OndasONDSCan Ondas turn its expanding defense backlog into revenue while reducing losses across its newly acquired businesses?Updated 8 October 2026Read the story
LemonadeLMNDCan Lemonade reach positive adjusted EBITDA in the fourth quarter of 2026 while increasing Car and Renters marketing?Updated 8 October 2026Read the story
AXTAXTICan AXT turn record indium phosphide demand into sustained cash generation while expanding capacity and securing export permits?Updated 8 October 2026Read the story
Galaxy DigitalGLXYCan Helios Phase I deliver approximately $80 million in quarterly leasing revenue while Galaxy funds its next expansion?Updated 8 October 2026Read the story
American Eagle OutfittersAEOCan Aerie and OFFLINE sustain growth while American Eagle improves margins without further tariff refund support?Updated 8 October 2026Read the story
Viking TherapeuticsVKTXCan VK2735 sustain weight loss with less frequent dosing while Viking advances its injectable and oral obesity trials?Updated 8 October 2026Read the story- Firefly AerospaceFLYCan Firefly turn its expanding NASA and defense contracts into revenue while reducing cash consumption?Updated 8 October 2026Read the story
QuantumScapeQSCan QuantumScape double Eagle Line output while advancing customer qualification with Honda and Volkswagen PowerCo?Updated 8 October 2026Read the story
Kohl'sKSSCan Kohl's stabilize comparable sales and sustain stronger margins without the boost from tariff refunds?Updated 8 October 2026Read the story
Beam TherapeuticsBEAMCan Beam submit risto-cel for approval as early as the end of 2026 while advancing BEAM-302 pivotal development?Updated 8 October 2026Read the story
Centrus EnergyLEUCan Centrus bridge the end of DOE demonstration production while building commercial enrichment capacity in Piketon?Updated 8 October 2026Read the story
RedwireRDWCan Redwire turn its $542.1 million backlog and improved gross margin into positive cash flow?Updated 8 October 2026Read the story
SoundHound AISOUNCan OASYS enterprise deals narrow SoundHound’s cash losses as LivePerson adds digital messaging and a larger customer base?Updated 8 October 2026Read the story
InfleqtionINFQCan NASA program work and Tiqker clock demand keep expanding revenue while Infleqtion contains the cost of developing Sqale?Updated 8 October 2026Read the story
NovavaxNVAXCan growing Matrix-M demand and Sanofi royalties sustain Novavax between milestone payments?Updated 8 October 2026Read the story
C3.aiAICan C3.ai turn stronger bookings into subscription growth and sustain positive free cash flow after restructuring?Updated 8 October 2026Read the story
Sarepta TherapeuticsSRPTCan PMO revenues and lower expenses sustain operating profitability while ELEVIDYS remains limited to ambulatory patients?Updated 8 October 2026Read the story
Intuitive MachinesLUNRCan Intuitive Machines turn its $1.8 billion backlog into revenue while funding its lunar communications network and reducing cash burn?Updated 8 October 2026Read the story
SharplinkSBETCan Sharplink fund its Galaxy fund commitment while increasing ETH per share and reducing its cash burn?Updated 8 October 2026Read the story
Intellia TherapeuticsNTLACan Intellia turn lonvo-z’s attack reductions into an approved launch while managing nex-z’s liver safety concerns?Updated 8 October 2026Read the story
Quantum Computing Inc.QUBTCan QCi turn its backlog and deployment-ready NeuraWave platform into revenue while improving manufacturing margins?Updated 8 October 2026Read the story
SweetgreenSGCan Sweetgreen rebuild restaurant margins as promotions weigh on spending and food safety concerns weaken demand for prepared foods?Updated 8 October 2026Read the story
The Metals CompanyTMCCan TMC secure permits and government processing funds in time to support Allseas’s planned offshore commissioning?Updated 8 October 2026Read the story
BigBear.aiBBAICan Ask Sage’s higher margins and growing backlog translate into lower losses as BigBear.ai accelerates spending?Updated 8 October 2026Read the story
Teladoc HealthTDOCCan BetterHelp recruit enough insurance credentialed providers to turn demand into sessions as cash pay revenue falls?Updated 8 October 2026Read the story
Red CatRCATCan Red Cat turn military procurement progress and expanded production into revenue fast enough to meet its reaffirmed outlook?Updated 8 October 2026Read the story
BlackSky TechnologyBKSYCan Gen-3 subscription growth turn BlackSky’s stronger adjusted earnings into cash generation while satellite spending continues?Updated 8 October 2026Read the story
Eos Energy EnterprisesEOSECan Thorn Hill consolidation lower production costs while Eos converts Frontier Power USA orders into revenue?Updated 8 October 2026Read the story
HertzHTZCan Hertz turn stronger rental pricing and its younger fleet into sustained profitability despite recalls and financing costs?Updated 8 October 2026Read the story
GeminiGEMICan Gemini sustain credit card growth while containing the fraud losses that raised its credit loss provision?Updated 8 October 2026Read the story
Nautilus BiotechnologyNAUTCan Tau and AKT1 assays establish demand for Voyager while the Broadscale Assay launch remains without a timeline?Updated 8 October 2026Read the story
Beyond MeatBYNDCan international retail growth and Beyond Immerse stabilize revenue while Beyond Meat cuts costs and preserves cash?Updated 8 October 2026Read the story
SandiskSNDKCan Sandisk's new customer agreements sustain cash generation beyond advance payments and the jump in flash pricing?Updated 7 October 2026Read the story
Seagate TechnologySTXCan Seagate sustain record cash generation as cloud customers expand storage and Mozaic production requires continued investment?Updated 7 October 2026Read the story
Western DigitalWDCCan cloud demand support Western Digital’s expected margin expansion after revenue grew 44% in the quarter to July 2026?Updated 7 October 2026Read the story
CorningGLWCan Corning sustain Enterprise Networks growth while making its upgraded solar wafer operations more profitable?Updated 7 October 2026Read the story
VertivVRTCan Vertiv reach 34% to 36% organic growth in the third quarter of 2026 despite deployment delays?Updated 7 October 2026Read the story
LumentumLITECan Lumentum expand optical manufacturing fast enough to meet AI demand while converting revenue growth into stronger cash flow?Updated 7 October 2026Read the story
Astera LabsALABCan Scorpio become Astera Labs’ largest product family while revenue rises and gross margin declines?Updated 7 October 2026Read the story
CoherentCOHRCan Coherent turn accelerating datacenter demand into cash while funding its manufacturing expansion?Updated 7 October 2026Read the story
CelesticaCLSCan Celestica expand production fast enough to meet stronger cloud demand while delivering its higher cash flow outlook?Updated 7 October 2026Read the story
CoreWeaveCRWVCan CoreWeave turn its approximately $104 billion backlog into revenue while narrowing the cash shortfall from infrastructure expansion?Updated 7 October 2026Read the story
Credo TechnologyCRDOCan Credo’s broader optical portfolio sustain revenue growth while GAAP margins absorb higher operating expenses?Updated 7 October 2026Read the story
Cerebras SystemsCBRSCan Cerebras expand cloud capacity fast enough to fulfill customer commitments while narrowing operating losses?Updated 7 October 2026Read the story
Hut 8HUTCan Hut 8 deliver River Bend and Beacon Point on schedule while completing Beacon Point Phase 2 financing?Updated 7 October 2026Read the story
Applied OptoelectronicsAAOICan Applied Optoelectronics expand 800G production while turning its return to non-GAAP profitability into positive cash flow?Updated 7 October 2026Read the story
TeraWulfWULFCan Lake Mariner’s next deliveries turn contracted capacity into enough rent to narrow TeraWulf’s cash deficit?Updated 7 October 2026Read the story
Core ScientificCORZHow quickly can Core Scientific turn its AMD agreements into billable capacity while funding the remaining buildout?Updated 7 October 2026Read the story
Cipher DigitalCIFRCan Black Pearl’s first rent payments begin narrowing Cipher’s cash deficit while Barber Lake and Stingray remain under construction?Updated 7 October 2026Read the story
Penguin SolutionsPENGCan Penguin turn AI Factory Platform momentum and its raised fiscal 2027 outlook into positive free cash flow?Updated 7 October 2026Read the story
AbbVieABBVHow much more could acquired research and milestone expenses reduce AbbVie’s 2026 earnings guidance?Updated 6 October 2026Read the story
LucidLCIDHow much cash did Lucid conserve by delivering inventory and cutting production in the quarter to September 2026?Updated 6 October 2026Read the story
TeslaTSLADid Tesla’s September 2026 vehicle deliveries and storage deployments improve margins and cash flow?Updated 3 October 2026Read the story
CostcoCOSTCan Costco sustain faster digital growth while reinvesting savings in members and funding its expanding warehouse network?Updated 3 October 2026Read the story
NVIDIANVDACan NVIDIA turn its expanding infrastructure commitments into customer revenue without tying up much more cash?Updated 2 October 2026Read the story
AppleAAPLCan Apple sustain its June revenue momentum and margins as tariff refunds give way to rising component costs?Updated 2 October 2026Read the story
AlphabetGOOGLCan Google Cloud’s accelerating growth close the gap between Alphabet’s infrastructure spending and operating cash generation?Updated 2 October 2026Read the story
MicrosoftMSFTHow quickly can Microsoft turn $678 billion of commercial commitments into revenue while funding its AI infrastructure?Updated 2 October 2026Read the story
AmazonAMZNCan AWS’s accelerating growth restore free cash flow while Amazon keeps expanding its AI infrastructure?Updated 2 October 2026Read the story
MetaMETACan Meta's advertising growth fund its infrastructure expansion without further squeezing cash left after investment?Updated 2 October 2026Read the story
BroadcomAVGOCan Broadcom reach $21.7 billion of AI semiconductor revenue in fiscal Q4 without weakening margins or cash collection?Updated 2 October 2026Read the story
Eli LillyLLYCan Mounjaro and Zepbound volume keep outrunning lower realized prices as Lilly expands manufacturing and its pipeline?Updated 2 October 2026Read the story
Berkshire HathawayBRK-BCan manufacturing, service and retailing sustain Berkshire’s earnings growth while insurance underwriting and investment income weaken?Updated 2 October 2026Read the story
MicronMUCan Micron’s customer agreements sustain its manufacturing expansion when DRAM pricing stops doing so much of the work?Updated 2 October 2026Read the story
WalmartWMTHow much profit growth can Walmart retain as tariff refunds fund lower prices and capital spending rises?Updated 2 October 2026Read the story
AMDAMDCan AMD turn its Helios deployment agreements into revenue while keeping cash generation ahead of rising spending?Updated 2 October 2026Read the story
VisaVCan Visa sustain faster revenue growth while client incentives, personnel costs and shareholder distributions absorb more cash?Updated 2 October 2026Read the story
MastercardMACan Mastercard keep services growing faster than payments while customer incentives and cash returns absorb more resources?Updated 2 October 2026Read the story
IntelINTCCan Intel sustain its server growth and factory improvements while increasing spending and reducing foundry losses?Updated 2 October 2026Read the story
PalantirPLTRCan Palantir convert its expanding U.S. commercial contracts into revenue without sacrificing GAAP operating margins?Updated 2 October 2026Read the story
ChevronCVXHow much of Chevron’s June cash surge can persist without favorable oil prices and working capital movements?Updated 2 October 2026Read the story
CiscoCSCOCan Cisco turn hyperscaler orders into $7.5 billion of fiscal 2027 revenue while containing inventory and margin pressure?Updated 2 October 2026Read the story
Coca-ColaKOCan Coca-Cola sustain volume growth after the World Cup campaign while protecting pricing and funding its marketing push?Updated 2 October 2026Read the story
OracleORCLCan Oracle deliver its AI cloud commitments while narrowing the gap between capital spending and operating cash flow?Updated 2 October 2026Read the story
Procter & GamblePGCan P&G turn heavier marketing and product spending into volume growth after flat organic sales in the quarter to June 2026?Updated 2 October 2026Read the story
MerckMRKCan Winrevair, Lipfendra and Merck’s acquired pipeline broaden growth while Keytruda still supplies much of its revenue?Updated 2 October 2026Read the story
CaterpillarCATCan construction demand and data center power orders sustain Caterpillar’s momentum beyond a quarter helped by tariff recoveries?Updated 2 October 2026Read the story
Lam ResearchLRCXCan Lam reach September revenue guidance while turning growing deferred revenue and Japan shipments into recognized revenue?Updated 2 October 2026Read the story
GE AerospaceGECan GE sustain faster shop visits and engine deliveries without further squeezing commercial margins?Updated 2 October 2026Read the story
Applied MaterialsAMATCan DRAM and advanced packaging demand keep cash generation ahead of Applied’s rising manufacturing investment?Updated 2 October 2026Read the story
Philip Morris InternationalPMCan ZYN’s expanded lineup restore U.S. momentum while IQOS sustains international growth and improving margins?Updated 2 October 2026Read the story
Home DepotHDCan Home Depot turn smaller-project demand and its expanded contractor network into growth without further pressure on operating margins?Updated 2 October 2026Read the story
NetflixNFLXCan Netflix double advertising revenue while expanding its entertainment offering and delivering a 31.5% operating margin in 2026?Updated 2 October 2026Read the story
Dell TechnologiesDELLCan Dell turn its $95 billion AI server backlog into cash while funding customer financing and shareholder distributions?Updated 2 October 2026Read the story
Palo Alto NetworksPANWCan Palo Alto turn rapid security subscription growth into stronger GAAP earnings as acquisition and compensation costs rise?Updated 2 October 2026Read the story
RTXRTXCan RTX sustain stronger cash generation while expanding defense production and working through Pratt & Whitney’s engine inspections?Updated 2 October 2026Read the story
Thermo Fisher ScientificTMOCan stronger laboratory demand and Clario’s clinical trial capabilities sustain growth beyond the June 2026 recovery?Updated 2 October 2026Read the story
Texas InstrumentsTXNCan stronger industrial and automotive demand sustain TI’s cash recovery as factory spending eases and Silicon Labs adds funding demands?Updated 2 October 2026Read the story
GE VernovaGEVCan GE Vernova turn gas turbine reservations into deliveries while sustaining cash generation beyond its working-capital surge?Updated 2 October 2026Read the story
AmgenAMGNCan Repatha, EVENITY and rare disease growth keep outpacing Prolia’s decline while Amgen funds MariTide’s expanding trials?Updated 2 October 2026Read the story
CrowdStrikeCRWDCan Falcon Flex momentum sustain faster recurring revenue growth while CrowdStrike narrows the gap between cash generation and operating profit?Updated 2 October 2026Read the story
Arista NetworksANETCan Arista turn its new AI platforms and $6.9 billion of deferred revenue into sustained growth without sacrificing margins?Updated 2 October 2026Read the story
IBMIBMCan Red Hat and Data growth carry IBM's cash flow plan while mainframes retreat and acquisitions absorb cash?Updated 2 October 2026Read the story
American ExpressAXPCan Platinum-led spending growth keep pace with rising benefit costs as American Express reinvests its stronger revenue?Updated 2 October 2026Read the story
Marvell TechnologyMRVLCan Marvell turn stronger AI bookings into custom-chip revenue without stock compensation absorbing more of the gains?Updated 2 October 2026Read the story
SalesforceCRMCan Agentforce accelerate organic revenue while Salesforce absorbs acquisitions and the financing costs of its accelerated share repurchase?Updated 2 October 2026Read the story
Gilead SciencesGILDCan Gilead turn its acquisition spending into new cancer treatments while sustaining HIV growth and rebuilding cash?Updated 2 October 2026Read the story
Analog DevicesADICan industrial demand and data center power products sustain stronger margins while acquisitions compete with shareholder payouts for cash?Updated 2 October 2026Read the story
DisneyDISCan Disney sustain streaming margins while funding its cruise expansion and larger fiscal 2026 repurchases?Updated 2 October 2026Read the story
VerizonVZCan Verizon sustain customer gains with fewer device subsidies as it integrates Frontier and expands fiber broadband?Updated 2 October 2026Read the story
QualcommQCOMCan automotive growth and higher chip prices offset handset weakness without further squeezing Qualcomm’s margins?Updated 2 October 2026Read the story
Abbott LaboratoriesABTCan Cologuard and Libre accelerate growth while Abbott absorbs Exact Sciences, higher interest costs and nutrition weakness?Updated 2 October 2026Read the story
ConocoPhillipsCOPCan Lower 48 growth and new international agreements strengthen cash generation while conflict disrupts Qatar production?Updated 2 October 2026Read the story
DeereDECan construction and small-equipment strength sustain Deere's earnings while large-farm demand works through its expected fiscal 2026 trough?Updated 2 October 2026Read the story
McDonald'sMCDCan McDonald’s restore U.S. guest growth while converting its expanding loyalty membership into stronger restaurant economics?Updated 2 October 2026Read the story
T-MobileTMUSCan rising revenue per account sustain T-Mobile’s cash growth while account additions slow and UScellular integration costs continue?Updated 2 October 2026Read the story
PfizerPFECan Pfizer’s newer medicines sustain growth as COVID revenue falls further and research spending rises?Updated 2 October 2026Read the story
NextEra EnergyNEECan FPL turn large-load discussions into a signed transaction by the end of 2026 while keeping bills low?Updated 2 October 2026Read the story
TJX CompaniesTJXCan Marmaxx regain momentum while TJX expands faster and separates merchandise-margin gains from tariff refunds?Updated 2 October 2026Read the story
AT&TTCan AT&T turn faster customer growth into enough cash for network spending and accelerated share repurchases?Updated 2 October 2026Read the story
Intuitive SurgicalISRGCan da Vinci 5 adoption sustain procedure growth while tariffs and third-party instruments put pressure on Intuitive’s economics?Updated 2 October 2026Read the story
BoeingBACan Boeing sustain positive free cash flow while raising 737 output and completing its next aircraft certifications?Updated 2 October 2026Read the story
ServiceNowNOWCan AI contract growth sustain subscription momentum after federal demand pulled revenue into the quarter to June 2026?Updated 2 October 2026Read the story
UberUBERCan Delivery keep lifting operating profit while Uber funds expansion and reduces its share count?Updated 2 October 2026Read the story
AccentureACNCan record Managed Services bookings sustain growth as Accenture uses AI to reshape its workforce and service delivery?Updated 2 October 2026Read the story
Lockheed MartinLMTCan Lockheed turn its THAAD contract and missile production ramps into sustained cash flow beyond favorable payment timing?Updated 2 October 2026Read the story
Vertex PharmaceuticalsVRTXCan CASGEVY and JOURNAVX reach $500 million or more in 2026 revenue while Vertex prepares another major expansion?Updated 2 October 2026Read the story
AltriaMOCan on! PLUS turn wider distribution into oral tobacco growth while Marlboro smokers shift toward discount brands?Updated 2 October 2026Read the story
FortinetFTNTCan Fortinet turn its 52% product revenue growth into broader adoption of subscriptions, cloud security and security operations?Updated 2 October 2026Read the story
Booking HoldingsBKNGCan Booking sustain margin gains as room-night growth slows and spending on marketing, cloud computing, and software rises?Updated 2 October 2026Read the story
Bristol Myers SquibbBMYCan newer medicines sustain their momentum as Revlimid declines and Eliquis remains a major source of growth?Updated 2 October 2026Read the story
CVS HealthCVSCan Aetna sustain its Government business recovery as medical costs rise through the rest of 2026?Updated 2 October 2026Read the story
StarbucksSBUXCan Starbucks sustain transaction growth and margin gains after tariff refunds and the China ownership change?Updated 2 October 2026Read the story
Lowe'sLOWCan Pro, online and home services keep comparable sales positive while discretionary DIY spending remains under pressure?Updated 2 October 2026Read the story
SnowflakeSNOWCan CoCo and CoWork turn rapid adoption into durable consumption while Snowflake narrows its GAAP operating loss?Updated 2 October 2026Read the story
CloudflareNETCan Cloudflare turn faster customer and developer growth into stronger margins while reshaping operations around AI?Updated 2 October 2026Read the story
AirbnbABNBCan faster bookings and lower support costs sustain Airbnb’s raised outlook as hotel expansion and fee changes roll out?Updated 2 October 2026Read the story
MarriottMARCan new Bonvoy card agreements and room openings sustain fee growth despite weaker international hotel demand?Updated 2 October 2026Read the story
AdobeADBECan Adobe turn its billion-user reach and rapid AI-first ARR growth into sustained subscription growth?Updated 2 October 2026Read the story
Monster BeverageMNSTCan Monster sustain international growth while higher marketing, distribution and can costs absorb more of its revenue?Updated 2 October 2026Read the story
AppLovinAPPCan AppLovin reach its third-quarter revenue guidance while sustaining margins as Axon expands beyond mobile apps?Updated 2 October 2026Read the story
RobinhoodHOODCan Robinhood turn record deposits and Gold adoption into lasting revenue while containing credit losses and expansion costs?Updated 2 October 2026Read the story
DatadogDDOGCan larger customer relationships offset the largest customer's reduced usage beginning in the third quarter of 2026?Updated 2 October 2026Read the story
ModernaMRNACan new vaccine contracts and lower costs narrow the funding gap while Moderna advances its cancer and rare disease programs?Updated 2 October 2026Read the story
IntuitINTUCan Intuit expand customer demand for expert services while TurboTax volumes fall and Mailchimp moves into separate reporting?Updated 2 October 2026Read the story
American TowerAMTCan CoreSite's record leasing offset U.S. tower weakness and higher refinancing costs without relying on currency gains?Updated 2 October 2026Read the story
UPSUPSCan UPS sustain its domestic margin recovery after completing the Amazon volume reduction and absorbing driver separation costs?Updated 2 October 2026Read the story
DoorDashDASHCan DashPass and Deliveroo keep improving order economics as DoorDash increases spending on global technology and autonomous delivery?Updated 2 October 2026Read the story
Regeneron PharmaceuticalsREGNCan stronger Dupixent profits and EYLEA HD demand overcome the shrinking older EYLEA business?Updated 2 October 2026Read the story
BlackstoneBXCan Blackstone turn rising accrued performance revenues into realized earnings while expanding its fee-paying asset base?Updated 2 October 2026Read the story
CignaCICan specialty growth offset weaker pharmacy benefit earnings as Cigna prepares to change how patients receive drug discounts?Updated 2 October 2026Read the story
ComcastCMCSACan Comcast stabilize broadband earnings while separating NBCUniversal and Sky and sustaining Peacock’s first quarterly profit?Updated 2 October 2026Read the story
HiltonHLTCan Hilton turn its record room pipeline into stronger fee growth while funding its planned capital returns?Updated 2 October 2026Read the story
KKRKKRHow much of KKR’s record fee earnings will persist beyond strong realizations and the K-Series reporting change?Updated 2 October 2026Read the story
Royal CaribbeanRCLCan Royal Caribbean keep improving vacation yields as new ships arrive and geopolitical disruption weighs on selected itineraries?Updated 2 October 2026Read the story
General MotorsGMCan GM sustain stronger North American margins as fleet sales rise and EV realignment inflates cash flow adjustments?Updated 2 October 2026Read the story
SLBSLBCan production equipment and digital growth offset Middle East disruptions without relying on ChampionX to lift reported revenue?Updated 2 October 2026Read the story
TargetTGTCan stronger traffic and advertising revenue sustain profit growth as Target spends more on stores and staffing?Updated 2 October 2026Read the story
FedExFDXCan FedEx remove the costs left behind by Freight while completing the integration of its air and ground networks?Updated 2 October 2026Read the story
Honeywell InternationalHONCan Building Automation's momentum and stronger process orders deliver Honeywell's promised acceleration after the Aerospace separation?Updated 2 October 2026Read the story
Simon Property GroupSPGCan Simon sustain rent growth and stronger property earnings while funding distributions and refinancing its substantial debt?Updated 2 October 2026Read the story
StrategyMSTRCan Strategy sustain bitcoin per share growth while using bitcoin proceeds to fund preferred dividends and support STRC?Updated 2 October 2026Read the story
NikeNKECan Pace strengthen Nike’s product business while direct revenue and Greater China continue to shrink?Updated 2 October 2026Read the story
eBayEBAYCan Depop and live shopping extend eBay’s growth while advertising gains absorb rising transaction and operating costs?Updated 2 October 2026Read the story
Realty IncomeOCan Realty Income turn its larger investment program into sustained AFFO growth per share while preserving dividend coverage?Updated 2 October 2026Read the story
AtlassianTEAMCan cloud growth and enterprise AI adoption offset Data Center’s retreat without reversing Atlassian’s return to quarterly profitability?Updated 2 October 2026Read the story
FordFCan Ford turn its aluminum supply recovery into stronger cash flow while funding Universal EV and Ford Energy?Updated 2 October 2026Read the story
PayPalPYPLCan PayPal turn faster payment growth into stronger transaction margins as its new business structure takes shape?Updated 2 October 2026Read the story
BlockXYZCan Cash App's lending growth keep lifting profit as credit losses rise faster than originations?Updated 2 October 2026Read the story
CoinbaseCOINCan growing USDC balances and lower expenses cushion Coinbase while transaction revenue remains flat?Updated 2 October 2026Read the story
CarvanaCVNACan Carvana expand ADESA production while protecting per-car profit as higher benchmark rates pressure financing income?Updated 2 October 2026Read the story
Yum! BrandsYUMCan KFC expansion and Taco Bell sales momentum sustain growth after Pizza Hut’s departure?Updated 2 October 2026Read the story
ChipotleCMGCan Chipotle’s improving guest traffic restore margins while restaurant openings and share repurchases compete for cash?Updated 2 October 2026Read the story
KrogerKRCan Kroger sustain its profit outlook after lowering sales guidance, while funding store investment and the Giant Eagle acquisition?Updated 2 October 2026Read the story
RobloxRBLXCan Roblox's discovery changes restore spending per hour while AI infrastructure costs rise?Updated 2 October 2026Read the story
CarnivalCCLCan Carnival turn record 2027 bookings into stronger cash flow while funding ships, dividends and debt reduction?Updated 2 October 2026Read the story
HersheyHSYCan Hershey sustain its chocolate margin recovery while stabilizing volume and resolving supply constraints in salty snacks?Updated 2 October 2026Read the story
ZscalerZSCan Zscaler restore cash conversion while expanding beyond employee security seats after fiscal 2026's spending surge?Updated 2 October 2026Read the story
ExpediaEXPECan Expedia’s partner business sustain its rapid growth while recovering the profitability lost as its costs increased?Updated 2 October 2026Read the story
DexComDXCMCan DexCom turn its positive non-insulin diabetes trial and redesigned Stelo app into sustained demand beyond its core patients?Updated 2 October 2026Read the story
United AirlinesUALCan United recover the full fuel cost increase by the fourth quarter of 2026 while continuing its customer investments?Updated 2 October 2026Read the story
Rocket LabRKLBCan Rocket Lab deliver Neutron to the pad in late 2026 while turning its expanding spacecraft backlog into cash?Updated 2 October 2026Read the story
RedditRDDTCan Reddit turn faster international usage and stronger ad revenue per user into sustained cash generation after stock compensation?Updated 2 October 2026Read the story
Dollar GeneralDGCan Dollar General sustain margin gains in the second half of fiscal 2026 without material help from tariff refunds?Updated 2 October 2026Read the story
Kraft HeinzKHCCan Kraft Heinz’s approximately $700 million of incremental investment in 2026 reverse volume declines without weakening cash generation?Updated 2 October 2026Read the story
onsemiONCan AI power growth and Synaptics broaden onsemi while its factories are still being reshaped?Updated 2 October 2026Read the story
MongoDBMDBCan Atlas sustain MongoDB’s raised outlook while GAAP operating guidance points back to losses?Updated 2 October 2026Read the story
HPHPQCan HP turn rising PC revenue into stronger margins while printer supplies decline and tariff refunds support earnings?Updated 2 October 2026Read the story
Ulta BeautyULTACan Ulta sustain stronger comparable sales while Space NK changes its margins and larger repurchases draw on cash?Updated 2 October 2026Read the story
AffirmAFRMCan expanded Walmart, Shopify, and Amazon relationships deepen Affirm usage while preserving the quality of its loans?Updated 2 October 2026Read the story
Las Vegas SandsLVSCan stronger Macao gaming volumes lift profit while Sands funds Singapore expansion and larger shareholder payouts?Updated 2 October 2026Read the story
Dollar TreeDLTRCan Dollar Tree turn its multi-price expansion into stronger traffic as tariff refund reinvestments weigh on earnings?Updated 2 October 2026Read the story
Super Micro ComputerSMCICan Supermicro sustain June’s stronger margins and positive operating cash flow while fulfilling its record AI backlog?Updated 2 October 2026Read the story
Best BuyBBYCan Marketplace and advertising sustain margin gains without the tariff refunds that helped the quarter to August 2026?Updated 2 October 2026Read the story
Southwest AirlinesLUVCan bags, seats and loyalty keep lifting Southwest’s earnings as fuel costs rise and fee comparisons get tougher?Updated 2 October 2026Read the story
SoFiSOFICan SoFi turn faster product adoption into wider Financial Services margins while restoring growth in its technology platform?Updated 2 October 2026Read the story
First SolarFSLRCan First Solar turn record module volumes into cash while completing its South Carolina finishing facility?Updated 2 October 2026Read the story
ToastTOSTCan Toast turn faster restaurant additions and recurring gross profit growth into stronger cash flow as inventory spending rises?Updated 2 October 2026Read the story
Unity SoftwareUCan Vector sustain its advertising growth as Unity exits older businesses and seeks GAAP profitability in September 2026?Updated 2 October 2026Read the story
RivianRIVNCan R2 scale beyond its June launch while reducing automotive losses and the cash needed to fund production?Updated 2 October 2026Read the story
WayfairWCan Wayfair sustain its June 2026 cash generation while funding retail expansion and retiring convertible debt?Updated 2 October 2026Read the story
GameStopGMECan collectibles sustain stronger retail profits while GameStop commits capital and shares to its proposed eBay acquisition?Updated 2 October 2026Read the story
PinterestPINSCan Pinterest turn faster international monetization into lasting cash growth after stock pay and a debt-funded repurchase program?Updated 2 October 2026Read the story
AST SpaceMobileASTSCan AST SpaceMobile turn its growing constellation and contracted revenue into paid service after its planned 2026 beta?Updated 2 October 2026Read the story
IonQIONQCan IonQ turn Tempo deployment growth into lower cash losses while integrating SkyWater’s semiconductor foundries?Updated 2 October 2026Read the story
Deckers OutdoorDECKCan HOKA reach fiscal 2027’s low-double-digit growth outlook while Deckers keeps overhead from outpacing revenue?Updated 2 October 2026Read the story
IRENIRENCan IREN commission its contracted AI capacity while mining revenue retreats and construction spending remains heavy?Updated 2 October 2026Read the story
SnapSNAPCan Snap sustain stronger advertising revenue and free cash flow after restructuring while its North American audience shrinks?Updated 2 October 2026Read the story
LululemonLULUCan Lululemon restore demand in the Americas while international comparable sales also decline?Updated 2 October 2026Read the story
DraftKingsDKNGCan Predictions keep adding customers without promotions eroding the revenue DraftKings earns from each payer?Updated 2 October 2026Read the story
ChewyCHWYCan Chewy turn faster Autoship growth into more cash while absorbing acquisitions and heavier capital spending?Updated 2 October 2026Read the story
American AirlinesAALCan American’s stronger fares and corporate demand cover the fuel increase and leave cash for debt reduction?Updated 2 October 2026Read the story
EtsyETSYCan Etsy turn higher order values into more frequent purchases while shrinking its Product and Engineering workforce?Updated 2 October 2026Read the story
CarMaxKMXCan CarMax sustain higher vehicle volumes while restoring per-unit profit and expanding lending beyond its core borrowers?Updated 2 October 2026Read the story
MGM ResortsMGMCan MGM sustain Las Vegas growth when room rates are falling and stronger casino winnings are doing more work?Updated 2 October 2026Read the story
CelsiusCELHCan Alani Nu’s PepsiCo expansion lift margins while CELSIUS works through fewer products and delayed cooler placements?Updated 2 October 2026Read the story
ZillowZCan Zillow turn mortgage and rental growth into stronger cash generation while continuing substantial share repurchases?Updated 2 October 2026Read the story
Norwegian Cruise LineNCLHCan Norwegian rebuild bookings fast enough to offset falling yields while funding new ships and cash settlement of exchangeable notes?Updated 2 October 2026Read the story
e.l.f. BeautyELFHow much of e.l.f.’s stronger profitability can persist after tariff refunds lifted its June 2026 gross margin?Updated 2 October 2026Read the story
CAVACAVACan CAVA sustain traffic growth while salmon, delivery, and higher wages put pressure on restaurant margins?Updated 2 October 2026Read the story
DuolingoDUOLCan faster daily-user growth turn into more paid subscriptions without AI costs absorbing the gains?Updated 2 October 2026Read the story
Hims & Hers HealthHIMSCan international expansion and higher subscriber spending restore profitability as Hims & Hers limits compounded weight loss medicines?Updated 2 October 2026Read the story
LyftLYFTCan Lyft's expanding partnerships lift margins while record rider growth translates into sustained cash generation?Updated 2 October 2026Read the story
CrocsCROXCan HEYDUDE stabilize while Crocs converts stronger direct consumer demand into better margins?Updated 2 October 2026Read the story
The Trade DeskTTDCan new Netflix access and commerce data partnerships turn strong client retention into faster revenue growth?Updated 2 October 2026Read the story
OkloOKLOCan Atomic Alchemy generate radioisotope revenue before Oklo's first Aurora powerhouse begins delivering power?Updated 2 October 2026Read the story
Riot PlatformsRIOTCan Riot finance and deliver Rockdale’s expanded AI commitments while mining consumes cash?Updated 2 October 2026Read the story
Joby AviationJOBYCan Joby turn final-stage FAA testing and planned Texas flights into electric air taxi passenger service in 2026?Updated 2 October 2026Read the story
Enphase EnergyENPHCan battery growth and financing agreements sustain revenue beyond safe harbor shipments and tariff refunds?Updated 2 October 2026Read the story
Rigetti ComputingRGTICan Rigetti raise fidelity on its 108-qubit system while delivering customer installations and containing cash use?Updated 2 October 2026Read the story
Archer AviationACHRCan Archer integrate Boeing’s aviation businesses without raising cash burn while beginning Midnight operations in Texas in 2026?Updated 2 October 2026Read the story
MARAMARACan MARA secure an AI infrastructure lease before year-end while funding Long Ridge with bitcoin-backed debt?Updated 2 October 2026Read the story
AMC EntertainmentAMCCan AMC turn its strongest revenue quarter into sustained cash generation after theater spending and interest?Updated 2 October 2026Read the story
NuScale PowerSMRCan ENTRA1 secure a definitive TVA power agreement while NuScale advances Romania’s conditional project and prepares its supply chain?Updated 2 October 2026Read the story
UpstartUPSTCan Upstart sustain personal-loan growth while bringing auto and home lending to profitability without adding equity capital?Updated 2 October 2026Read the story
Peloton InteractivePTONCan Peloton sustain subscription revenue growth as paid connected fitness subscriptions continue to decline?Updated 2 October 2026Read the story
CleanSparkCLSKCan CleanSpark deliver Sandersville on schedule while funding the cash demands of bitcoin mining?Updated 2 October 2026Read the story
Opendoor TechnologiesOPENCan Opendoor turn its surge in home acquisitions into profitable resales without tying up too much cash?Updated 2 October 2026Read the story
PENN EntertainmentPENNCan Hollywood iCasino and Canada turn PENN's smaller digital losses into sustained profit after the ESPN exit?Updated 2 October 2026Read the story
Trump MediaDJTCan Truth API subscriptions and lower legal costs narrow the gap between Truth Social’s revenue and its operating expenses?Updated 2 October 2026Read the story
SunrunRUNCan Sunrun rebuild customer additions and net subscriber value while meeting its reduced 2026 Cash Generation outlook?Updated 2 October 2026Read the story
ChargePointCHPTCan ChargePoint sustain July’s margin improvement without tariff refunds while funding new chargers and its European expansion?Updated 2 October 2026Read the story