AvePoint’s ARR Grew 27%. Why Didn’t Its Adjusted Margin Follow?
AvePoint, Inc. (NASDAQ:AVPT) is expanding quickly, but shareholders are receiving mixed profitability signals.
Insider Monkey Blog
A10 Networks’ Adjusted Profit Is Twice Its GAAP Profit. What Should Investors Count?
A10 Networks, Inc. (NYSE:ATEN) reported $18.7 million of adjusted second-quarter net income, compared with $8.9 million under GAAP.
Monolithic Power’s Margin Jump Came Below Gross Profit. Why That Matters for the Next Downturn
Monolithic Power Systems, Inc. (NASDAQ:MPWR) lifted its second-quarter operating margin to 31% from 24.8%, while gross margin barely changed.
The Trade Desk (TTD): Exited Due to Structural Revenue Deceleration
Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Vision Capital Fund’s Q3 2026 Investor Letter
Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter.
The Margin Expansion Thesis for FedEx Freight Holding Company (FDXF)
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”. The letter can be downloaded here.
Valuing Constellation Energy (CEG): Do Long-Term Power Contracts Justify the Premium?
Constellation Energy (NASDAQ:CEG) has landed two 20-year contracts with tech giants in about a week.
AbbVie (ABBV) Outgrew Humira’s Collapse. Is its Forward P/E Fair for What Comes Next?
Humira, the drug that built AbbVie (NYSE:ABBV), sold $756 million last quarter, down 35.9%. And yet total revenue still climbed 10.2% to $16.99 billion.
IBM (IBM) Saw Mainframes Fall 42%. Is That Already Priced In at 18 Times Earnings?
Two halves of the same company just moved in opposite directions.
Novo Nordisk (NVO) Raised Its Outlook, Then Aimed for Average Growth
Novo Nordisk (NYSE:NVO) did something this year that usually pleases investors: it raised its full-year outlook.
Can Advanced Micro Devices’ (AMD) Helios Racks Justify its Forward P/E?
Data Center revenue at Advanced Micro Devices (NASDAQ:AMD) more than doubled in fiscal Q2 2026, up 107% to $6.7 billion.
Microsoft (MSFT) Posted 43% Azure Growth, Yet Trades Below Its Own Five-Year P/E. A Real Discount?
Microsoft’s cloud business crossed a line it had never crossed before: Azure passed $100 billion in annual revenue for fiscal 2026.
Nvidia (NVDA) More Than Doubled Revenue, Yet Its Multiple Sits Below History. Bargain or Warning?
A while ago, Nvidia (NASDAQ:NVDA) reported a quarter in which revenue more than doubled. Yet the stock’s valuation sits far below where it has spent the past five years.
Eli Lilly (LLY) Posted 48% Revenue Growth. Why Does the Stock Trade Below Its Average Multiple?
Eli Lilly (NYSE:LLY) reported 48% revenue growth for the second quarter of 2026 a while ago and raised its outlook for the year.
Solid Results and Robust Trading Activity Strengthen Intercontinental Exchange (ICE)
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”. The letter can be downloaded here.
Clearbridge Investments Value Strategy’s Q3 2026 Investor Letter
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”.
Kinder Morgan (KMI): High-Yield Energy Infrastructure Backed by Gas Demand
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Dividend Strategy”. The letter can be downloaded here.
T-Mobile (TMUS): Expanding Market Share with Industry-Leading Cost Efficiency
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Dividend Strategy”. The letter can be downloaded here.
Clearbridge Investments Dividend Strategy’s Q3 2026 Investor Letter
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Dividend Strategy”.
PTC (PTC) vs Autodesk (ADSK): Which is a Better Stock to Buy?
PTC Inc. (NASDAQ:PTC) traded at around $194 on October 7, little changed on the day and 4.32% lower over twelve months. Autodesk, Inc.
What is Marvell’s (MRVL) Economic Moat, and is it Widening or Narrowing?
Marvell Technology, Inc. (NASDAQ:MRVL) traded at around $285 on October 7, down 0.81% on the day, though still 216.51% higher over twelve months.
What is Constellation Energy’s (CEG) Economic Moat, and is it Widening or Narrowing?
Constellation Energy Corporation (NASDAQ:CEG) traded at around $300 on October 7, down 0.27% on the day and 21.61% lower over twelve months.
Jim Cramer Told a Broadcom (AVGO) Holder Not to Sell, and Said He Trimmed It Himself
Broadcom Inc. (NASDAQ:AVGO) traded at around $377 on October 7, little changed on the day and 8.92% higher over twelve months.
Jim Cramer Says Cerebras (CBRS) Is a Good Company and Too Expensive a Stock
Cerebras Systems Inc. (NASDAQ:CBRS) traded at around $175 on October 7, down 1.16% on the day and below the $185 price of its May initial public offering.
What is Illumina’s (ILMN) Economic Moat, and is it Widening or Narrowing?
Illumina, Inc. (NASDAQ:ILMN) traded at around $268 on October 7, down 2.11% on the day, though still 183.61% higher over twelve months.
Jim Cramer Says ON Semiconductor (ON) is the Laggard Semi That Can Play Catch Up
ON Semiconductor Corporation (NASDAQ:ON) traded at around $83 on October 7, down 4.40% on the day, though still 72.72% higher over twelve months.
Moderna (MRNA) Was Removed From the Nasdaq-100 and Is Going Back In. What Changed?
Moderna, Inc. (NASDAQ:MRNA) traded at around $196 on October 7, up 4.81% on the day and 571.42% higher over twelve months.
Lockheed Martin (LMT) Gets $674 UBS Price Target. Can Missile Demand Drive More Upside?
Gavin Parsons from UBS recently upgraded Lockheed Martin Corp. (NYSE:LMT) from Neutral to Buy. The analyst also adjusted his target price for the stock from $581 to $674.
Chipotle (CMG) vs. CAVA (CAVA): Is CAVA’s Growth Worth the Premium?
Chipotle Mexican Grill, Inc. (NYSE:CMG) and CAVA Group, Inc. (NYSE:CAVA) are competing for some of the same customers, but they are at very different stages of their lives.
Can Palo Alto Networks Partnership Lift Semtech’s (SMTC) AirLink Portfolio?
A recent product integration with Palo Alto Networks Next-Generation Firewalls allowed Semtech Corp.
Could Palantir Foundry Be a Turning Point for Ocean Power Technologies (OPTT)?
Ocean Power Technologies’ (NYSEAMERICAN:OPTT) implementation of Palantir Foundry is intended to support its expanding deployment footprint across U.S.
Verisk Analytics (VRSK): Is Its Insurance-Data Moat Wide Enough to Justify the Price?
Verisk Analytics, Inc. (NASDAQ:VRSK) is a highly valued data company among the property-and-casualty insurers.
SpaceX Has $100 Billion in Cash. Why Is It Reportedly Borrowing $40 Billion More?
Space Exploration Technologies Corp. (NASDAQ:SPCX) is reportedly looking to raise $40 billion to fund a major Nvidia chip order, according to the Financial Times.
Constellation Energy (CEG): Is the Google Nuclear Deal a Game Changer?
On October 6, Google and Constellation Energy Corporation (NASDAQ:CEG) announced a long-term clean energy agreement that could significantly strengthen Constellation Energy Corporation...
Tesla (TSLA) Deliveries Beat Expectations. But TSLA’s 159x Forward P/E Is Betting on Much More
Tesla, Inc. (NASDAQ:TSLA) delivered 486,532 vehicles in the third quarter, comfortably above company-compiled consensus of 461,974 and down only 2% from a year earlier.
Nvidia (NVDA)’s $20 Billion Groq Deal Faces a Legal Test. Does It Matter for NVDA’s Valuation?
NVIDIA Corporation (NASDAQ:NVDA)’s $20 billion deal for Groq’s AI technology is facing a new legal challenge just as that technology begins contributing to Nvidia’s push...
Can Supply Discipline Sustain AI Storage Momentum for Western Digital (WDC)?
Market views on Western Digital Corp. (NASDAQ:WDC) revolve around growing demand for AI storage.
Can AWS Transform Make NetApp (NTAP) the Default Storage Landing Zone in the Cloud?
AWS Transform now enables migration of block storage data for NetApp Inc.’s (NASDAQ:NTAP) unified data storage operating system, NetApp ONTAP, directly to Amazon FSx.
Intuitive Machines (LUNR) Is Scaling Up Its Satellite Communications Footing. What Lies Ahead?
Intuitive Machines Inc. (NASDAQ:LUNR) is scaling up its satellite communications footprint.
Stellantis N.V. (STLA) Is Spending Big to Save Big. Will Investors Buy It?
Much of the debate around Stellantis N.V.
Coca-Cola (KO) Posted 5% Volume Growth in Q2, Does Its Multiple Already Price It In?
A while ago Coca-Cola (NYSE:KO) reported a quarter where everything moved the right way at once: more cases sold, slightly higher prices, and a wider operating margin.
Is Medtronic (MDT) On Its Way to Become a Multi-Platform Powerhouse?
Strong financials, accelerated growth trends, and a guidance update reflect on a favorable outlook for Medtronic plc (NYSE:MDT).
Safe Pro Awarded New AI Subcontract and Launches “SPAI Ground Truth” for Next-Gen Ground Intelligence
Ground Truth is a 5-layer suite built on Safe Pro’s AI models that processed 3.1+ million drone images with 58,526 confirmed threat detections and mapped 39,777+ acres in Ukraine...
AstraZeneca (AZN) Seeks FDA Approval for New Lung Cancer Treatment. Can It Fuel Oncology Growth?
AstraZeneca PLC (US) (NYSE:AZN) is on the cusp of unlocking a new growth engine in lung cancer treatment.
Is TD Synnex Corp (SNX) the Next AI Infrastructure Stock to Watch on Price Target Hike?
TD SYNNEX Corporation (NYSE:SNX) is positioned to benefit from the rapid expansion of enterprise artificial intelligence as companies move from AI experimentation to production...
Is Netflix (NFLX) Undervalued After a Lackluster 2026?
Netflix Inc. (NASDAQ:NFLX) is a classic case of a strong disconnect between operating performance and share price movement.
Is Accenture (ACN) the Market’s Most Overlooked AI Play?
Accenture plc’s (NYSE:ACN) recent acceleration within AI and enterprise segments is line with IT-service providers’ active pursuit of turning AI buildout into lasting revenue...
Can Lockheed Martin’s (LMT) AIM-260 Missile Deliver Multiyear Growth?
Lockheed Martin Corp. (NYSE:LMT) is gaining traction for its AIM-260 Joint Advanced Tactical Missile (JATM), after a key framework agreement with Pentagon.
How Much Support Can MDA Space (MDA) Get From Acquisitions and Contract Momentum?
With a growing trend across its new order intake, MDA Space Ltd.
Hedge Fund Resource Center
