반응형 전체 글54 American Express (AXP) Stock Analysis: Credit Metrics Reset American Express (NYSE: AXP) reported second-quarter 2026 revenue net of interest expense of $19.6 billion, up 10 percent year over year, with diluted earnings per share of $4.53. This AXP stock analysis works through the company's monthly credit statistics, the April 2026 change in how those statistics are calculated, the June sale of charged-off balances, what actually drove pretax income grow.. 2026. 9. 10. Applied Materials (AMAT) Stock Analysis: Guidance Record Applied Materials (NASDAQ: AMAT) grew trailing twelve-month revenue 7.8% to $30.8 billion, while its market capitalization rose 189.9% over the same year to $360.9 billion. This AMAT stock analysis works through why the trailing figure understates the business, how the company's own guidance record supports the re-rating, what split the 2.9x market cap increase into earnings and multiple, where .. 2026. 9. 9. Qualcomm (QCOM) Stock Analysis: Non-Handset Mix and Margin Qualcomm (NASDAQ: QCOM) posted $9.95 billion in fiscal third-quarter revenue, down 4.0% from a year earlier, while five semiconductor peers all grew at double-digit rates. This QCOM stock analysis works through the segment data behind that gap: the handset decline, the automotive and IoT revenue that replaced part of it, the margin the company gave up in the process, two offsetting tax items tha.. 2026. 9. 8. CrowdStrike (CRWD) Stock Analysis: GAAP vs Non-GAAP Results CrowdStrike Holdings (NASDAQ: CRWD) reported second-quarter fiscal 2027 revenue of $1.47 billion, up 26 percent year over year, with annual recurring revenue of $5.84 billion and record net new ARR of $332.8 million. This CRWD stock analysis works through the gap between the company's GAAP and non-GAAP results across thirty quarters, what still sits inside the adjustments two years after the Jul.. 2026. 9. 8. Shopify (SHOP) Stock Analysis: Net Income vs. Equity Gains Shopify (NASDAQ: SHOP) grew Q2 2026 revenue 33.7% to $3.58 billion and reported net income of $1.50 billion, but $1.06 billion of that bottom line came from marking equity investments to market. This SHOP stock analysis works through what the company's own footnote asks investors to subtract, how 45 quarterly earnings releases line up when both measures are counted, why one aggregator shows oper.. 2026. 9. 7. Casey's (CASY) Stock Analysis: Fuel Margin Drove Q4 Profit Casey's (CASY) Q4 FY2026 Earnings: The NumbersCasey's General Stores (NASDAQ: CASY) runs 2,944 convenience stores across 19 states and closed fiscal 2026 with revenue of $17.56 billion, net income of $714.4 million, and diluted earnings per share of $19.16. This CASY stock analysis works through the fourth-quarter earnings, the category mix behind the gross profit line, the fuel margin that drov.. 2026. 9. 6. Previous 1 ··· 4 5 6 7 8 9 Next 반응형
