반응형 US Stock Analysis28 ASML Stock Analysis: The Bookings Line That Went Missing ASML (ASML) Q2 2026 Earnings: Record Margin, Missing LineASML Holding NV (NASDAQ: ASML) reported second-quarter 2026 net sales of $10.9 billion equivalent, or €9.33 billion, with an operating margin of 37.1%, the highest in twelve quarters. The summary table at the top of that press release no longer carries a line the company had published for twenty straight quarters: net bookings. This ASML s.. 2026. 9. 11. Adobe (ADBE) Stock Analysis: Valuation After the CEO Change Growing 12.7% at 14x Trailing EarningsAdobe (NASDAQ: ADBE) grew fiscal Q2 2026 revenue +12.7% year over year to $6.62 billion, yet the stock trades at 14.2x trailing GAAP earnings, the bottom 5% of its own 60-month range. This ADBE stock analysis works through what the company deleted from its own filings, how its two reporting segments actually grew, why only the asset multiple still sits above.. 2026. 9. 10. Texas Instruments (TXN) Stock Analysis: Cash Flow and Capex Texas Instruments (NASDAQ: TXN) posted trailing-twelve-month free cash flow of $6.53 billion in Q2 2026, seven times the $940 million trough of two years ago. This TXN stock analysis takes that number apart using the company's own reconciliation table: how much of the recovery its operations actually produced, what the company added to the definition of free cash flow in Q1 2025, when it quietly.. 2026. 9. 10. 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. Previous 1 2 3 4 5 Next 반응형
