Company Earnings

We are raising our fair value estimate for the chipmaker, which also unveiled a 10-for-1 stock split.

We’ve raised our fair value estimate for Oracle’s stock.

With weaker revenues and vehicle margins, here Morningstar’s outlook for Nio’s stock.

With flat Americas sales and strong growth in China, here’s our take on Lululemon’s stock.

We’ve lowered our fair value estimate for Nio’s stock.

With declines in revenue for non-data center markets but impressive growth in gen AI sales, here’s what we think of Marvell’s stock.

Lululemon’s lifted EPS outlook should lead us to increase our fair value estimate of its stock.

With strong growth in emerging pro, here’s what we think of Zscaler’s stock.

We have higher confidence in the semiconductor equipment stock’s long-term prospects.

The shares of this narrow-moat company look like a steal to us.

With strong enterprise revenues and significant market share potential, here’s what we think of MongoDB’s stock.

With lower-than-expected revenue and modest guidance for growth, here’s what we think of Salesforce stock.

With improved sales growth, here’s what we think of Alibaba stock.

Despite beating expectations on Q1 earnings, the outlook sours. But MongoDB stock is undervalued.

Marvell stock looks fairly valued, but may offer an alternative to other expensive AI plays.