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Recent Articles

About19 articles
AYI

Mixed: Acuity’s Q4 beats on EPS with AIS-fueled growth; GAAP hit by pension charge, revenue roughly in line

2025 September

$300.23
-10.57 (-3.40%)
Open
BAC

Good: Bank of America tops revenue and EPS, lifts NII outlook as dealmaking rebounds

2025 September

$51.23
-1.84 (-3.46%)
Open
BK

Good: BNY Mellon beats on revenue and EPS; record sales driven by higher NII and asset‑servicing fees

2025 September

$115.66
-2.53 (-2.14%)
Open
FAST

Fastenal’s fastener engine reignites — but a one‑cent EPS miss tests investor patience

2025 September

$45.09
-1.13 (-2.44%)
Open
JPM

JPMorgan’s Quarter Shows the Rate Engine Is Leveling Off—And the Fee Machine Is Taking Over

2025 September

$298.23
-12.56 (-4.04%)
Open
MKC

Mixed: McCormick beats Q3 but trims 2025 EPS outlook as tariffs squeeze margins

2025 September

$69.86
+1.36 (1.99%)
Open
PEP

Mixed: PepsiCo beats Q3, but North America volumes fall and guidance stays flat

2025 September

$168.46
+3.52 (2.13%)
Open
STZ

Mixed: Constellation beats EPS, but sales fall 15% and beer volumes slip; adjusted outlook steady as reported EPS trimmed

2025 September

$160.25
+3.84 (2.46%)
Open
ADBE

Adobe lifts 2025 targets on AI momentum—but Acrobat, not Photoshop, is doing the heavy lifting

2025 August

$246.32
-12.29 (-4.75%)
Open
CCL

Carnival’s Summer Quarter Was Strong—But the Sharper Story Is What’s Happening Below Deck

2025 August

$30.25
-1.74 (-5.44%)
Open
CHWY

Chewy’s Autoship Revival Lifts Guidance—So Why Did the Stock Fall?

2025 August

$24.75
-1.70 (-6.41%)
Open
COST

Good: Costco beats on revenue and EPS; comps solid and membership fees surge, though growth cools vs Q3

2025 August

$986.05
+0.78 (0.08%)
Open
CTAS

Cintas’ 50% Margin Era Holds—But a Modest Guidance Bump Tests a Premium Story

2025 August

$198.37
-1.66 (-0.83%)
Open
FERG

Good: Ferguson tops EPS and sales; wider margins and non‑residential strength lift Q4, shares jump

2025 August

$251.21
-3.79 (-1.49%)
Open
GIS

General Mills’ volume-first pivot hits resistance: Retail slumps while Pet and International do the lifting

2025 August

$45.41
+0.79 (1.77%)
Open
LEN

Bad: Lennar misses revenue and guides light as margins compress; orders rise but incentives hit prices

2025 August

$115.94
-0.52 (-0.45%)
Open
MU

Good: Micron beats and guides higher on AI memory demand; margins jump

2025 August

$420.36
-7.81 (-1.82%)
Open
NKE

Nike’s first step back: a wholesale-fueled beat meets a margin reality check

2025 August

$62.97
-2.44 (-3.72%)
Open
DDOG

Datadog’s Q2 wasn’t just a beat—it was a depth story: AI and security pull customers deeper into the platform

2025 July

$101.73
-13.92 (-12.04%)
Open

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