반응형 US Stock Analysis28 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. AMD Stock Analysis: Q2 2026 Earnings and the Debt Raise AMD (AMD) Q2 2026 Earnings: Record RevenueAdvanced Micro Devices (NASDAQ: AMD) reported second-quarter 2026 revenue of $11.54 billion, up 50% year over year, with Data Center revenue more than doubling to $6.72 billion. This AMD stock analysis works through the quarter's segment results, the composition of net income, the $4.75 billion of senior notes the company issued three weeks after reporti.. 2026. 9. 5. lululemon (LULU) Stock Analysis: Margin Decline and Tariffs lululemon athletica (NASDAQ: LULU) grew revenue 4.3% last quarter and lost 36.9% of its operating income doing it. This LULU stock analysis works through where 730 basis points of operating margin went, why U.S. sales have now declined for three straight quarters while Mainland China grew 30%, when tariffs first entered the company's own earnings language, and why all three valuation multiples s.. 2026. 9. 3. Dell (DELL) Stock Analysis: Q2 FY2027 Earnings and Guidance Dell Technologies (NYSE: DELL) reported fiscal Q2 2027 results after the close on September 1, 2026, with revenue of $46.97 billion, up +58% year over year, and raised its full-year revenue outlook by $25 billion in a single quarter. This DELL stock analysis works through the quarter's reported numbers, the composition of the infrastructure revenue increase, the incremental operating margin that.. 2026. 9. 2. Previous 1 2 3 4 5 Next 반응형
