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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

$301.59
-5.94 (-1.93%)
Open
BAC

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

2025 September

$49.83
-2.47 (-4.72%)
Open
BK

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

2025 September

$119.10
-2.51 (-2.06%)
Open
FAST

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

2025 September

$46.04
+0.36 (0.79%)
Open
JPM

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

2025 September

$300.30
-5.83 (-1.90%)
Open
MKC

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

2025 September

$71.04
+1.78 (2.57%)
Open
PEP

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

2025 September

$169.74
+2.16 (1.29%)
Open
STZ

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

2025 September

$157.86
+2.10 (1.35%)
Open
ADBE

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

2025 August

$262.41
+3.37 (1.30%)
Open
CCL

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

2025 August

$31.55
-1.15 (-3.52%)
Open
CHWY

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

2025 August

$27.42
+0.45 (1.67%)
Open
COST

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

2025 August

$1010.79
+24.05 (2.44%)
Open
CTAS

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

2025 August

$201.13
+2.85 (1.44%)
Open
FERG

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

2025 August

$260.76
-4.13 (-1.56%)
Open
GIS

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

2025 August

$45.23
+0.30 (0.67%)
Open
LEN

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

2025 August

$114.36
+2.36 (2.11%)
Open
MU

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

2025 August

$412.37
-3.19 (-0.77%)
Open
NKE

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

2025 August

$62.18
-1.77 (-2.77%)
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

$111.96
-4.50 (-3.86%)
Open

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