반응형 EquityResearch28 Sumitomo Electric (5802) Stock Analysis: Data Center Optics Sumitomo Electric Industries (TSE: 5802) is Japan's largest wire and cable maker, with ¥5.11 trillion of revenue in the fiscal year ended March 2026 and a market capitalization of about ¥6.48 trillion ($42.1 billion). This 5802 stock analysis works through the company's shift from automotive wiring harnesses toward data center optics, the June-quarter drop in info-communications sales, a sum-of-.. 2026. 9. 13. Oracle (ORCL) Stock Analysis: Cash Flow and Capex Gap Oracle Corporation (NYSE: ORCL) reported fiscal Q1 2027 results on September 10, 2026, with revenue up 29.6% to $19.345 billion and record quarterly operating cash flow of $23.103 billion. This ORCL stock analysis works through where that cash actually came from, why GAAP operating margin expanded while the company's own non-GAAP margin barely moved, how remaining performance obligations of $664.. 2026. 9. 12. Linde (LIN) Stock: 40% More Profit, No Volume Growth Linde plc (NASDAQ: LIN) reported Q2 2026 revenue of $9.29 billion, up 9% year over year, and an operating margin of 27.5% that was lower than the same quarter last year for the first time in three years. This LIN stock analysis works through the price-and-volume split the company publishes itself in every earnings release, why operating income rose 40% across eleven quarters in which volume cont.. 2026. 9. 12. 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. Previous 1 2 3 4 5 Next 반응형
