PEPApr 16, 2026
PepsiCo Beat Q1 Estimates and Cut Full-Year Guidance. The Stock Went Nowhere.
Price cuts are working. The outlook isn't.
By Sam Crombie
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AEHRApr 16, 2026
Aehr Test Systems Is Up 333% This Year. Insiders Are Cashing Out.
The stock paused. The selling didn't.
By Sam Crombie
BACApr 15, 2026
Bank of America Is Treading Water Ahead of Wednesday's Earnings. Here's What's at Stake.
Analysts expect a 15th consecutive EPS beat. The stock hasn't moved.
By Sam Crombie
DOOApr 15, 2026
BRP Suspended Its Full-Year Guidance. The Tariff Math Explains Why.
A $500 million cost shock rewrites the outlook for Canada's powersports giant.
By Sam Crombie
TVTXApr 14, 2026
Travere Just Got the FDA Approval It Has Been Waiting Years For
Filspari is now the first and only approved drug for FSGS.
By Sam Crombie
GSApr 13, 2026
Goldman Sachs Beat Earnings. The Stock Hasn't Moved.
A $1 billion FICC miss explains why.
By Sam Crombie
RVMDApr 13, 2026
Revolution Medicines Hits All-Time High on Wall Street's Biggest Bet Against the 'Undruggable'
The stock is up 70% this year. Here's why.
By Sam Crombie
NEOGApr 9, 2026
Neogen Beat Earnings Estimates. Its Animal Safety Business Is Still Broken.
Third-party supplier failures dragged down an otherwise solid quarter.
By Sam Crombie
STAAApr 9, 2026
STAAR Surgical's China Recovery Is Real. The Question Is Whether It Lasts.
Preliminary Q1 sales more than doubled, but the turnaround story has caveats.
By Sam Crombie
DALApr 8, 2026
Delta Beat Earnings. The Fuel Bill Is the Problem.
A record quarter meets a $2 billion headwind.
By Sam Crombie
AEHRApr 8, 2026
Aehr Test Systems Is Losing Money and Gaining Customers. The Market Is Betting on the Latter.
A 3.5x book-to-bill ratio changes the math.
By Sam Crombie
BVCApr 7, 2026
BitVentures Announced a Dividend and an $80 Million Buyback. The Stock Rallied 13 Percent, Then Gave It All Back.
Shareholder-friendly actions met thin volume and deep skepticism.
By Sam Crombie
BKNGApr 6, 2026
Booking Holdings' 25-for-1 Split Changed the Price Tag. It Didn't Change the Business.
A landmark split, a dividend hike, and a stock still 27% off its highs.
By Sam Crombie
AYIApr 2, 2026
Acuity Brands Is Down 29% From Its Peak. Thursday's Earnings Will Test Whether the Selloff Is Overdone.
The lighting giant's transformation story faces a margin test.
By Sam Crombie
PENGApr 2, 2026
Penguin Solutions Sold Its Last Piece of Brazil. The Market Shrugged.
The divestiture completes a pivot toward AI infrastructure.
By Sam Crombie
CAGApr 1, 2026
Conagra Brands Is Trading Like a Company With No Growth and No Margin for Error
Tomorrow's earnings will test whether the market is right.
By Sam Crombie
THApr 1, 2026
Target Hospitality Is Betting Its Future on Data Center Workers. Wall Street Is Buying It.
A $550 million hyperscaler contract is rewriting the company's story.
By Sam Crombie
SNXMar 31, 2026
TD SYNNEX Crushed Q1 Estimates. The Stock Barely Moved.
Record earnings met a cautious market.
By Sam Crombie
APLSMar 31, 2026
Apellis Pharmaceuticals Is Trading Near Its 52-Week High. Most Analysts Think It Shouldn't Be.
The stock has outrun its consensus target by a wide margin.
By Sam Crombie
VCXMar 30, 2026
Fundrise's Public Venture Fund Collides With Reality
VCX's massive NAV premium is unwinding fast.
By Sam Crombie
CMCMar 26, 2026
Commercial Metals Doubled Its Core EBITDA. Wall Street Wanted More.
A strong quarter met lofty expectations.
By Sam Crombie
KODMar 26, 2026
Kodiak Sciences' Second Phase 3 Win Makes Its Eye Drug Ready for FDA Submission
GLOW2 data confirm Zenkuda's durability on six-month dosing.
By Sam Crombie
SRPTMar 25, 2026
Sarepta's First siRNA Data Sends Shares Soaring. The Fundamentals Tell a More Complicated Story.
Early clinical results revive a stock down 86% from its peak.
By Sam Crombie
CTASMar 25, 2026
Cintas Beat Earnings and Raised Guidance. The Stock Barely Moved.
Record margins and a mega-acquisition can't close the valuation gap.
By Sam Crombie
CORTMar 25, 2026
Corcept Therapeutics Is Under Siege From Every Direction
An FDA rejection, class action lawsuits, and deteriorating earnings have crushed the stock.
By Sam Crombie
CNXCMar 24, 2026
Concentrix Stock Drops 23% as Margins Collapse Behind Revenue Growth
Revenue grew. Everything else went the wrong direction.
By Sam Crombie
IBRXMar 24, 2026
The FDA Warned ImmunityBio About Misleading ANKTIVA Claims. It's the Third Time.
The company's executives keep overpromising. The FDA keeps noticing.
By Sam Crombie
CHRMar 23, 2026
Cheer Holding Reports Stable Earnings. The Stock Has Still Lost 99% of Its Value.
A $7 million market cap tells its own story.
By Sam Crombie
APGEMar 23, 2026
Apogee's Zumilokibart Data Could Upend the Atopic Dermatitis Treatment Paradigm
Two injections per year versus twenty-six.
By Sam Crombie
SMCIMar 20, 2026
Super Micro’s Co-Founder Was Charged With Smuggling $2.5 Billion in Nvidia Chips to China. The Stock Lost a Quarter of Its Value.
The company has been here before: the man at the center of Thursday’s indictment is the same executive who left after the 2018 accounting scandal and was quietly brought back.
By Sam Crombie