Keyword "club earnings" - List of latest news (211 results)

02:36 Capital One beats on earnings, flexes momentum ahead of closing Discover deal

Shares of the credit card issuer rose around 3% in extended trading Tuesday.

18:31 Danaher's quarterly results show signs of life, and the struggling stock soars

Count us among the Danaher investors breathing a sigh of relief.

16/04 Abbott Labs shares surge on earnings and a big sign of confidence in the business

Abbott's strong stock performance continued Wednesday after a first-quarter earnings beat and a guidance reaffirmation.

14/04 Goldman's earnings provide reasons to believe in the stock despite a blurry backdrop

We're reiterating our buy-equivalent rating on the investment bank.

11/04 We trimmed our Wells Fargo price target after mixed earnings. But that's not the whole story

We're willing to look through these results because of a key catalyst on the horizon.

11/04 We're sticking with BlackRock after it delivered solid earnings in a tough market

The asset manager is controlling what it can control.

07/03 Broadcom's report gives the battered AI trade a much-needed win

The chipmaker delivered the kind of quarterly beats and strong guidance needed to ease investor fears.

07/03 Costco checks plenty of key boxes for investors despite missing on earnings

Nothing in the numbers or what was said on Thursday's conference call suggests the best-of-breed retailer has lost a step.

05/03 CrowdStrike shares tumble on light guidance. Here's why we're upgrading the stock anyways

The cybersecurity provider's outlook may contain a level of conservatism.

02/03 Here are the 3 things we're watching in the stock market in the week ahead

Earnings from CrowdStrike, Broadcom and Costco are in focus. Jobs data also will command Wall Street's attention.

27/02 Nvidia's beat and raise eases investors' concerns about 4 things nagging the stock

Shares of Nvidia remain below their Jan. 24 close around $142, the Friday before all the DeepSeek turmoil started.

27/02 Salesforce sinks on weak guidance — here's the biggest takeaway for the bulls

This was not the cleanest earnings report, but the immediate reaction in extended trading was overdone.

26/02 We're lifting our price target on off-price retailer TJX after another strong quarter

The stock climbed more than 3%, to over $126 a share.

25/02 Here's why Home Depot remains a buy after retailer clears lowered earnings bar

We're also reiterating our price target of $440 a share on Home Depot stock.

25/02 We're raising our Coterra Energy price target after a solid quarter, slight outlook tweak

Capital efficiency was a highlight with output levels above management's outlook range and spending near the low end.

21/02 Texas Roadhouse gets off to slower current quarter start. But nothing it can't handle

This short-term headwind creates a long-term opportunity.

14/02 Palo Alto deserves more credit for quarterly results only a year into its new strategy

Real progress has been made.

13/02 GE Healthcare soars 9% on earnings beat, wise guidance. Here's our new price target

We're lifting our price target on the medical technology provider after an encouraging fourth-quarter earnings report.

11/02 DuPont jumps on a strong quarter, and a big reason to stay invested remains on track

Shares climbed more than 7% each to nearly $82 apiece, a great sign after a bruising few months for the stock.

07/02 Amazon's quarterly beats took a back seat to a couple dings we're not going to sweat

We don't see these items as thesis-changing.

06/02 We're updating our Honeywell rating after long-awaited breakup news, sensible guide

Investors sold down the stock roughly 5.5% on a disappointing 2025 guide.

06/02 Eli Lilly has its mojo back ahead of a pivotal year for the obesity drug giant

The drugmaker is not perfect, as the past few months showed, but it's still a thoroughbred.

06/02 Linde shares whipsaw after earnings, highlighting a crucial lesson for investors

Management assured us that its outlook is a starting point for the year and not hostage to currency fluctuations. 

06/02 Bristol Myers' stock decline in response to weak guidance is a gift to investors

The heart of our investment thesis in the drugmaker remains intact.

05/02 The market seems confused about Disney's earnings. Here's what you need to know

Disney's cost-cutting efforts and the strength of its beloved brand were on full display in Wednesday's results.

05/02 Alphabet's quarter, spending guide, commentary give little reason to change our view on the stock

We're debating whether this management team can do better or whether we're looking at a value trap.

31/01 Eaton reports mixed results but makes clear its AI data center business is still full steam ahead

The industrial stock shook off earlier losses and turned positive in afternoon trading.

31/01 Apple proves naysayers wrong once again with lots to like from the quarter and outlook

Guidance for revenue growth in the March quarter was much better feared.

30/01 Dover delivers a rosy profit outlook. Here's our new price target on the industrial stock with AI ties

The industrial stock touched a new all-time intraday high during Thursday's session.

30/01 Meta earnings reward investors who bid up shares to five straight record closes

Meta Platforms delivered a monster quarterly beat on everything from sales and earnings to cash flow and engagement.

30/01 Microsoft delivers an earnings beat but misses where it matters most

Investors want to see faster cloud revenue growth to justify the billions of dollars the company is investing to scale AI and Microsoft simply did not deliver.

29/01 We're cutting our price target on Danaher as frustration mounts after a messy quarter

Shares tumbled more than 8% after in response to fourth-quarter earnings and 2025 guidance.

29/01 We're increasing our price target on Starbucks after CEO Brian Niccol shows signs of progress

The coffee giant is in the midst of a turnaround. Patience is required.

29/01 Shares of Nextracker soar on stellar earnings. What we need to see before upgrading the stock

Shares jumped more than 16% in extended trading after better-than-expected results and raised guidance.

22/01 Abbott shares climb despite a mixed quarter. What we want to see before we buy more

Shares of Abbott Laboratories rose more than 1% in Wednesday's session.

15/01 Goldman backs up our bank stock shuffle with strong earnings, upbeat M&A outlook

Shares popped roughly 6% to more than $600 apiece after a fourth-quarter revenue and earnings beat.

15/01 Wells Fargo shares surge post-earnings as Wall Street wisely focuses on the big picture

While the reported numbers were solid, an upbeat outlook for 2025 stole the show.

15/01 BlackRock delivers earnings beat that proves recent sellers of the stock wrong

New deals will help BlackRock obtain "higher and more durable organic growth," CEO Larry Fink said on the post-earnings call with investors.

10/01 Corona brewer gets slammed post-earnings, and we question whether to keep the stock

This was not the quarter we were looking for — and unfortunately, we see little reason to defend Constellation brands.

04/01 Here is our third-quarter earnings report card for 33 stocks in the portfolio

We ranked the quarterly reports of our holdings in the Club as great, good, not-so-bad and ugly.

13/12 Costco quarter signals record stock run is not done yet. Here's our new price target

With gross margins and paid memberships trending higher, this rally to fresh highs can continue.

13/12 AI chipmaker Broadcom shares soar 14% despite mixed quarterly results — here's why

We're increasing our price target on the stock after a slew of positive AI updates.

04/12 Salesforce surges on revenue beat, AI growth prospects – here's our new price target for the stock

Salesforce made clear that Agentfoce, its new AI offering, can kickstart revenue growth in the quarters ahead.

27/11 CrowdStrike's post-earnings stock drop is a buy. Here's why sellers have it all wrong

The stock drop plays right into our hands.

26/11 We knew Best Buy's quarter and guide would be weak. Here's our plan for the stock

We recently trimmed Best Buy to protect hard-fought gains, and we're going to wait a bit before buying them back.

21/11 Nvidia's earnings cleared our lofty bar. Here’s our new price target on the AI chip king

Don't be fooled by the sellers: Nvidia's future is as healthy as ever.

21/11 Palo Alto Networks beat and raise fails to wow Wall Street. But that plays into our hand

Don't sweat the drop in Palo Alto Networks stock.

20/11 We're changing our price target on TJX despite the retailer's light guidance

The company's outlook was not overly concerning given its proclivity to under-promise and over-deliver.

14/11 Here's why investors are so excited about Disney's quarterly results

After several quarters of underperformance and investor frustration, CEO Robert Iger's turnaround plans appear to be working.

12/11 Home Depot is on the verge of an earnings rebound after quarterly beat and raise

Same-store sales were better than feared, lifted by this summer's hurricanes in the U.S.

05/11 DuPont's biggest businesses get stronger and a key catalyst may arrive sooner than thought

We're reiterating our 1 rating and price target of $100 a share on the stock.

01/11 Coterra Energy posted a mixed quarter, but delivered beats where it matters most

Once again, management's strict adherence to cost discipline meant strong earnings and free cash flow generation.

01/11 Apple stuck it to the naysayers with better-than-feared financials, emerging iPhone 16 demand

While maintaining our wait-for-a-pullback 2 rating for the time being, we're increasing our price target to $250 per share from $240.

01/11 Amazon crushed it in e-commerce and cloud, forecast an impressive holiday quarter

We're reiterating our 1 rating and raising our price target to $240 price target from $220.

31/10 Linde falls after its guidance fails to wow the market. We've seen this movie before

Shares of the industrial gas supplier dropped around 3% in a down market.

31/10 We're hiking our price target on an industrial whose earnings benefit from AI data center boom

Given Eaton stock's year-to-date outperformance, it's not too surprising to see some profit taking on the mixed print.

31/10 Beaten-up Nextracker provides investors a reason to believe. But timing is key here

Shares of Nextracker jumped 22% on the back of stronger-than-expected results and an increase to its project backlog.

31/10 Meta's stock drop tells the wrong story on earnings — so, we're boosting our price target

Don't let the after-hours stock action fool you, Meta delivered one heck of a strong quarter and rosy revenue guidance.

31/10 New Starbucks CEO shares more details on his turnaround plan. We like what we heard

Starbucks stock edged higher in extended trading Wednesday night.

31/10 We reiterate our 1 rating on Microsoft despite its softer guidance — here's why

The numbers look different this quarter due the company re-segmenting a few businesses, but overall there's not much to complain about. 

30/10 Eli Lilly's quarter was messy. What to do with the stock is more clear-cut

We're upgrading our rating on the drugmaker to a buy-equivalent 1.

30/10 We're hiking our GEHC price target, looking beyond a mixed quarter to next year's catalysts

While revenue slightly missed, an earnings beat along with a number of other positives pushed the stock higher.

30/10 Alphabet's two pillars of growth stand tall in the latest quarter. But we're not ready to act

Alphabet shares surged during Tuesday's after-hours trading following a solid earnings print.

30/10 AMD's post-earnings slide is a buying opportunity. Here's why

Wall Street's reaction to the quarter continues an up-and-down month for shares of the AI chipmaker.

29/10 We upgraded Stanley Black & Decker stock despite the post-earnings selling

While the numbers were disappointing, the company's turnaround continues to plan.

24/10 What to do with Honeywell stock after its sharp post-earnings pullback

The industrial giant reported mixed third-quarter results compounded by a mixed outlook.

24/10 Industrial AI play Dover falls on a noisy quarter. Here's why we'd buy the dip

Shares of the industrial conglomerate fell more than 3% Thursday.

22/10 Danaher returns a key business to growth, and we're raising our stock rating back to buy

Danaher's stock drop presents a buying opportunity. We're also increasing our price target.

16/10 Embattled Abbott Labs comes through with a strong quarter, buyback announcement

Abbott Labs delivered for investors who stuck with the stock despite legal woes that emerged earlier this year.

16/10 We're raising our Morgan Stanley price target after a post-earnings stock surge to record highs

Morgan Stanley's third-quarter beat on the top and bottom lines, with strength seen across the board.

11/10 We're hiking our Wells Fargo price target after the stock surged on earnings

Investors instead on the bank running leaner and generating better-than-expected profitability.

03/10 Modelo brewer Constellation falls despite an earnings beat. Here's why we're not concerned

Constellation Brands on Thursday delivered a solid earnings report and set the stage for an anchor to be raised in the next two quarters.

27/09 We're upping our price target on Costco after another steady quarter fortifies our thesis

The retailer's fourth-quarter results were mixed, but we have more conviction in Costco's appeal to shoppers.

14/09 We ranked the latest earnings reports from 30 portfolio stocks from great to ugly

Our companies' performances were reflective of the S&P 500 firms in aggregate.

06/09 Why Broadcom stock is tumbling after an earnings beat — and how to play the dip

The investment thesis for Broadcom is intact: AI revenues are strong, non-AI semi sales are bottoming and the VMWare integration is exceeding all expectations.

29/08 Best Buy stock soars on a beat and raise. We think that's just the beginning

We continue to see further upside ahead for Best Buy shares, so we're increasing our price target.

29/08 Why Cramer advises against running out to buy Nvidia's post-earnings stock dip

Nvidia's financials released after Wednesday's close weren't quite the $4 billion "Triple Lindy" of upside many investors were hoping for.

29/08 Salesforce gets back on track — here's what the software giant needs to deliver next

The enterprise software giant showed it remains committed to profitable growth. There's still more work to do.

21/08 Amazon's cloud unit may need to pass the profit growth baton to e-commerce

Amazon's retail business has "big shoes to fill," according to one Wall Street research firm.

21/08 We're raising our price target on TJX after it delivered for bargain-hunters and investors

The stock was jumping around 6% and on pace for a record close Wednesday.

20/08 Palo Alto Networks finally gets back on track — delivering strong earnings and a promising outlook

After two rough quarters, Palo Alto reports the type of earnings we expect from one of the best cybersecurity companies in the world

08/08 Eli Lilly's blowout quarter should quiet investor concerns about the stock

Shares of the drugmaker jumped about 8% in Thursday trading after easily beating earnings expectations.

07/08 Disney falls on concerns about its theme park business. Here's why we'd buy the stock

The entertainment giant delivered the streaming profits we've waited a long time to see.

02/08 Linde extends its streak of earnings beats, flexes ability to handle any economy

The industrial gas supplier continues to deliver earnings growth in an "industrial recession" over the past several quarters.

02/08 Coterra's strong energy production allowed for big cash returns to shareholders

We're cutting our price target in acknowledgment that commodity prices have come down as the economy is slowing. 

02/08 Apple's earnings beat puts it on sure footing ahead of next month's AI iPhone launch

In addition to strong overall sales and profit, Services revenue in Apple's fiscal third quarter set a new all-time high.

02/08 Solar stock Nextracker's strong quarter is eclipsed by backlog concerns — here's where we stand

Our investment in the solar-technology firm is about the long-term growth opportunity. Nothing in Thursday's report dims those prospects.

02/08 Here's why Amazon's messy second quarter doesn't change our outlook on the stock

With Amazon Web Services humming and management identifying more ways to lower costs, Amazon's profitability story is still intact.

01/08 Eaton shares get dragged down in the market selloff despite a nice beat and raise

While down 3% on Thursday, Eaton stock was still up more than 22% year to date, performing slightly better than the S&P 500.

01/08 Meta shows aggressive spending on AI is already paying off in big earnings beat

While there are still concerns about the company's aggressive AI spending, we believe these investments will pay off in the long run.

31/07 DuPont's recovery gains speed with another catalyst for the stock still looming

DuPont shares are headed for their best day since May on the back of stronger-than-expected earnings and a rosier full-year outlook.

31/07 GEHC gives reasons to look beyond temporary China woes and shares reverse higher

GE Healthcare management continues to execute at a high level on what they can control.

31/07 We're upgrading Microsoft after earnings. The stock has pulled back enough lately

We were so close to having an encore of the picture-perfect results we got in Microsoft's prior quarter.

31/07 Starbucks' turnaround takes an encouraging step forward. Here's what we want to see next

Starbucks has a long way to go in its turnaround, but Tuesday night's better-than-feared results are an encouraging step forward.

31/07 AMD jumps on earnings report that validates our decision to reinvest in the stock

AMD shares are getting a much-needed lift after the chipmaker upped the forecast for its AI business.

30/07 P&G stock deserves to be down after a messy quarter — but not by this much

Despite better-than-expected quarterly earnings, Procter & Gamble shares are falling more than 5% Tuesday.

30/07 We're raising our Stanley Black & Decker price target on the stock's earnings rally

The evolving turnaround plans are setting the tool company up for profitable growth as the economic backdrop improves and interest rates come back down.

25/07 Honeywell drops on cuts to guidance. Here's why it may provide an opportunity

The stock's nearly 5% slide Thursday is pushing it closer to a level where we would consider buying more shares.

25/07 Strong earnings from industrial AI play Dover prove the stock belongs in our portfolio

Shares of Dover, which has exposure to artificial intelligence and the biopharma recovery, jumped more than 6% on the report.

25/07 We're slashing our rating on Ford after the automaker's old issues come back to haunt it

Shares of Ford Motor were understandably selling off in extended trading Wednesday after a steep earnings miss tied to warranty costs.

24/07 Alphabet moves past early stumbles in AI to deliver positive story to investors

The search and cloud giant was tough to own for a while, but Tuesday's results show it is finally on proper footing.

23/07 We're raising our price target on Danaher stock as it sheds a major overhang

This quarter was exactly what we needed to see from the life sciences company.

18/07 Here's why Abbott Labs stock is getting dinged after a strong earnings beat

Shares are even more attractive when we consider the company's pipeline.

16/07 We're hiking our price target on Morgan Stanley despite a miss in a key business

Investors on Tuesday are more willing to look beyond a missed Morgan Stanley's wealth management business than in the past.

12/07 We are upgrading our rating on Wells Fargo as investors dump stock post-earnings

We don't like to see guidance misses, but bank interest income estimates depend on interest rates, which Wells Fargo has no real control over.

03/07 Constellation delivers beer profits, but weakness in wine prompts a downgrade

We want to see actual progress in wines and spirits before getting more positive on the trajectory of the stock.

21/06 Here's our first-quarter earnings report card for 32 stocks in the portfolio

We ranked the quarterly reports of our holdings in the Club as great, good, not-so-bad and ugly.

13/06 Blistering AI demand drives a beat and raise at our other chipmaker Broadcom

Broadcom also followed in fellow Club name Nvidia's foot steps and announced a 10-for-1 stock split.

31/05 Costco shares dip despite earnings beat. There's no cause for investor concern

We're raising our price target on Costco after the retail giant delivered another business-as-usual quarter.

30/05 Best Buy surges on signs that the expected AI-driven PC and smartphone refresh is starting

We believe our primary investment thesis is intact, and therefore reiterate our buy-equivalent 1 rating and $95 price target.

30/05 Foot Locker leaves our penalty box as CEO Mary Dillon's revamp plan turns corner

We're upgrading our Foot Locker rating after Thursday's earnings beat and positive conference call.

30/05 We're cutting our price target on Salesforce after mixed earnings, soft guidance

We believe the sell-off Wednesday is overdone, but also understand stocks aren't rewarded when growth is slowing.

23/05 Nvidia crushes sky-high expectations and charts continued AI-driven dominance for years to come

In what was the most anticipated quarter this earnings season, Nvidia delivered in grand style.

22/05 TJX jumps 4% to a new high after earnings — here's what investors love about the report

We're raising our price target on the off-price retail giant following its better-than-expected fiscal first quarter report.

21/05 Palo Alto Networks tumbles on earnings once again. It's another chance to buy the cyber stock

Wall Street's reaction to Palo Alto Networks' report seems overdone. Like its past two earnings sell-offs, we think investors should buy the dip.

08/05 Shares of Wynn Resorts rise after another great quarter but are still cheap

Another quarter of great results from the casino operator, including beats for every property and upbeat guidance.

07/05 Disney shares tumble on light guidance. But here's why we're raising our price target

Disney's current quarter guidance disappointed Wall Street. But the sell-off looks overdone to us.

03/05 We're raising our price target on Apple after its big earnings beat and raise

The consumer tech giant is as strong as ever, and we see positive catalysts ahead.

03/05 Coterra's smart pivot to oil from natural gas leads to an excellent first quarter and sweeter outlook

Coterra Energy's production paid off in the first quarter, helping the oil-and-gas producer surpass Wall Street expectations.

02/05 Stanley Black & Decker's earnings beat fails to satisfy Wall Street. Here's why we bought the dip

Stanley Black & Decker turned in another solid quarter of execution on matters within management's control.

02/05 Bausch Health investors are left in a holding pattern as 2 major overhangs remain unresolved

We're maintaining our 4 rating as we consider our next steps.

02/05 Linde's guidance leaves investors wanting more. We're saying thanks to the sellers

The pullback in Linde shares Thursday is giving us a chance to buy back stock we sold at higher prices in late March.

01/05 Estee Lauder is punished for its light guidance. Here's why we are not joining the sellers

The market reaction does not accurately reflect the positive underlying trends we're seeing at Estee Lauder.

01/05 DuPont's beat-and-raise quarter is a major turning point for the chemical maker

Once the company works through the excess inventory in every business line, we expect the stock to command a higher multiple. 

01/05 Starbucks gets a price target cut after a brutal quarterly miss and light guidance

Starbucks is dealing with too many headwinds right now. This is a decline we do not have plans of immediately buying.

01/05 We're raising our Amazon price target, betting light guidance proves conservative

Shares rose on a strong quarter. The upside, however, was tempered by a lower-than-expected outlook.

30/04 GE Healthcare's disappointing first quarter offers both a lesson and an opportunity

The first-quarter shortfall is disappointing, but the stock's steep sell-off is an overreaction.

30/04 We are hiking our price target on Eaton as demand for AI computing power heats up

Results under the hood were a bit mixed, but the positives far outweighed the negatives.  

30/04 Eli Lilly assures investors it can overcome the high-quality problem of too much demand

The world's most valuable drugmaker hiked its full-year sales and profit guidance, despite missing lighter-than-expected first-quarter revenue.

26/04 We're boosting our price target on Alphabet by $30 after it delivered the quarter we've been waiting for

Alphabet on Thursday delivered a knockout first-quarter report and joined the tech-industry party by declaring its first-ever dividend.

26/04 Microsoft shares jump 4% after the big AI winner delivers in all the right places

Once again, Microsoft touted share gains as more and more customers used Azure's platforms and tools to build their own AI solutions.

25/04 We're lowering our Honeywell price target after earnings. The risk-reward is still favorable

Honeywell's first-quarter results topped expectations. But its current-quarter outlook came up short, pressuring the stock.

25/04 Don't bet against Zuckerberg: Meta's earnings-driven stock slide is an opportunity

Shares of the Facebook and Instagram company were dropping due to short-term thinkers who can't see the forest for the trees.

25/04 Ford's earnings beat, rosy 2024 outlook, and cost discipline show the automaker is getting its house in order

Ford’s results show it is off to a solid start to the year.

23/04 Danaher shares jump 7% as the turnaround in biotech spending finally arrives

There was much more to like in this print, including strong headline results on the back of strength in all key operating segments.

19/04 P&G's initial decline had nothing to do with earnings. The market later agreed

Management's call with investors had us feeling very good about Procter & Gamble's future, no matter the economic backdrop.

17/04 Abbott Labs' surprise guidance bump is a major positive for its shareholders

We also love that EPS results on Tuesday came in above the range management had forecasted.

16/04 Morgan Stanley delivers a much-needed rebound quarter and eases concerns about a key overhang

Morgan Stanley's wealth management business reported record revenues and investment banking continued its recovery.

12/04 Wells Fargo is flat after an earnings beat — here's why and our outlook on shares

The bank is on the right path to increasing efficiencies, with many positives outweighing the negatives in Tuesday's report.

11/04 Modelo maker Constellation's upbeat forecast should send the stock to new highs

Strength in Constellation's beer business shows zero signs of slowing down heading into the summer and beyond.

19/03 Here's our fourth-quarter earnings report card for 31 stocks in the portfolio

We ranked the quarterly reports of our holdings in the Club as great, good, not-so-bad and ugly.

08/03 Chipmaker Broadcom delivers on the metrics that count, proving its an AI winner to own

Nothing in Thursday's earnings report changes our belief that Broadcom is a major artificial intelligence winner and a stock to keep in the portfolio.

08/03 Costco sales did not clear the high bar, but other financials move in the right direction

The quarter wasn't thesis-changing to the powerful Costco business model that excels in all seasons.

06/03 Foot Locker's post-earnings plunge could be setting up a buying opportunity

The sneaker retailer's light earnings guidance overshadowed better-than-expected headline results. Depending on where the dust settles, we may look to step in.

29/02 Salesforce beats on earnings, declares dividend. Those selling the stock are missing the big picture

Salesforce finished its fiscal 2024 on a strong note and showed confidence in its business by declaring its first-ever dividend. We're believers, too.

28/02 We're raising our price target on TJX after the discount retailer's impressive earnings beat

We're not concerned about guidance coming up short for both the current quarter and the full fiscal year.

23/02 Coterra uses its flexibility to deliver what matters most to investors in energy

The investment thesis in the energy complex is all about cash returns to shareholders. And Coterra continues to show how it's done.

22/02 Strong earnings results at Bausch Health once again overshadowed by legal battle

Like Bausch's last report in November, the numbers aren't the problem.

22/02 Nvidia lives up to the earnings hype and then some, prompting our big price target hike

Quarterly results beat expectations on all key metrics, and the team once again guided the current quarter above what Wall Street was looking for.

21/02 We're debating buying Palo Alto's sharp post-earnings drop. Here's what we're considering

It's important to take a step back and realize that the factors around guidance Tuesday evening have little to do with overall demand.

08/02 Wynn is almost back in Macao and crushing it in Vegas even before Super Bowl, Chinese New Year

Both Macao locations and Las Vegas were strong while Boston Harbor was essentially in line with expectations.

08/02 Disney stakes its claim in the upcoming Peltz board fight with an amazing quarter

The stock was up more than 6% higher in after-hours trading.

07/02 Ford's turnaround is back on track after the carmaker delivers a much-needed beat and raise

As Ford gets a better handle on its quality and warranty issues, we're starting to see how profitable it can be even in a flattish environment for cars.

06/02 GEHC stock finally gets some respect after earnings. Those betting against it got slammed

Shares of GE Healthcare on Tuesday hit their highest levels since July 2023.

06/02 DuPont sets a low bar and hops over it — the quarter is a step in the right direction and investors scoop up shares

The stock shot higher on the print but was only slightly above where it closed the day of the chemical giant's preannouncement.

06/02 We're raising our price target on Eli Lilly by $120 after its excellent quarter

It's not a surprise to see traders taking profits in Eli Lilly on Tuesday. But we have no intention of joining them.

06/02 Linde shares pop as industrial gas giant underpromises and over-delivers — again

Linde is a company that consistently outperforms its forecasts.

05/02 Estee Lauder stock soars as CEO calls 'inflection point' — why we remain guarded

We feel better about the cosmetics maker, but one quarter isn't enough for us to fully trust that we're out of the woods.

03/02 8 more of our stocks report earnings next week. Here's what we want to see

It's another big week for the portfolio as earnings season rolls into its back half.

02/02 The two key updates in Apple's earnings that sellers of the stock are overlooking

Shares of the consumer tech giant fell in the after market, but investors are missing the bigger picture.

02/02 Knockout Meta profit wasn't even the best surprise of the quarter for investors

Meta Platforms stole the show Thursday evening, delivering impressive results and its first-ever dividend.

02/02 The cloud is back at Amazon, putting the stock on a path back to Covid-era record highs

Results like this happen when Amazon shifts its mindset from an "investing" cycle to a "harvesting" phase.

01/02 We're hiking Eaton price target on signs the post-earnings rally to all-time highs has legs

This quarter cements our thesis that Eaton is one of the big winners from the megatrends that are driving hundreds of billions of dollars of investment.

01/02 Honeywell's stock decline on light sales, conservative guidance is a buy. Here's why

What keeps us interested in the stock and prompted us to purchase more shares Thursday morning is the view that things are set to improve from here.

01/02 Stanley Black & Decker's guidance pressures the stock. But Cramer says buy the dip

The decline of more than 3% in Stanley Black & Decker is overdone, creating a buying opportunity in a stock poised to benefit from Fed rate cuts.

31/01 We're raising our Alphabet price target after earnings that shouldn't have dinged the stock

While there was some weakness in the key advertising parts of Google's business, there was also a lot to like in the results.

31/01 Microsoft gets a price target hike after posting a great quarter driven by AI

Expectations matter, and in the case of Microsoft, it looks like they got a bit lofty. And that's ok if the company is doing well, which is the case here. 

31/01 Here's why Starbucks shares can rally after a quarterly earnings miss

As Jim Cramer had warned, Starbucks came up short amid a slowdown in business due to Middle East protests and a sluggish economic activity in China.

30/01 Danaher shares hit a 1-year high after earnings and we're increasing our price target

While guidance appears light, we think management is setting up an under-promise, over-deliver situation in 2024.

23/01 We're pleased to see P&G shares pop on solid quarterly earnings. But don't chase the rally

While sales missed the mark, profitability was solid.

16/01 We're raising our Morgan Stanley price target despite the stock's post-earnings decline

We're reiterating our 1 rating and bumping our price target up to $98 per share from $95.

12/01 Investors selling Wells Fargo stock after earnings are focusing on the wrong things

Here's our analysis of the bank's fourth quarter results and guidance to clear things up.

05/01 Constellation Brands posts strong results in beer, overshadowing misses elsewhere

Fortunately, beer is doing well enough to offset the horrendous performance in wine and spirits.

28/12 Here's our third-quarter earnings report card for all 33 stocks in the portfolio

We ranked the quarterly reports of our holdings in the Club as great, good, not-so-bad and ugly.

15/12 Costco again outshines its retail rivals, while rewarding shareholders

Costco Wholesale's first quarter of its fiscal year 2024 came in better than expected, with beats on both the top and bottom lines.

12/12 We are downgrading Oracle and cutting our price target after another bad quarter

We defended the company after last quarter's miss. We can't do it again.

08/12 Broadcom's AI prowess is undiminished, despite reporting a mixed quarter

Broadcom (AVGO) reported mixed fiscal fourth-quarter results Thursday, coming up slightly short on the top line, despite strong profitability.

01/12 We're updating price targets for 6 stocks and changing our rating for Palo Alto

Recent earnings reports, new developments at companies and broader economic forces have forced us to make some adjustments.

30/11 Salesforce shares are deservedly rewarded after a stellar quarter and a rosy outlook

On top of quarterly beats nearly across the board, a solid fiscal Q4 profitability guide helped send shares soaring.

29/11 Better than feared financials are fueling Foot Locker's stock surge. But we'll take it

Stronger sales guidance than previously forecast and only a slightly worse earnings outlook also helped juice shares of Foot Locker.

22/11 Nvidia hit the quarter and guidance out of the park. We don't see that changing

This was a very strong quarter, with almost nothing to nitpick.

16/11 Palo Alto's pullback on confusion around a key quarterly metric is a buying opportunity

Palo Alto Networks (PANW) reported a strong fiscal 2024 first quarter, but the leader in cybersecurity lowered its full-year billings outlook.

15/11 Off-price retailer TJX delivers another earnings beat, making its stock a buy

TJX Companies reported better-than-expected fiscal year 2024 third-quarter results on Wednesday, while again raising its outlook for the full fiscal year.

10/11 The market unfairly docks Wynn after a strong quarter. But we see a buying opportunity

Wynn Resorts (WYNN) posted a better-than-expected third quarter on Thursday, with both revenues and profits bolstered by its Las Vegas and Macao properties.

09/11 Disney's strides to restore profitable growth are why we stick around in the stock

Cash flow potential is also why we hang on and own Disney despite the challenges ahead. 

07/11 We're downgrading Emerson Electric on inconsistent execution and weak results

Emerson Electric's disappointing quarterly results highlighted management's inability to execute on a consistent basis, forcing us to downgrade the stock.

07/11 Coterra Energy beats expectations on its most important line item: free cash flow

All line items are important, but it's free cash flow that supports cash returns to shareholders, our main reason for owning the stock.

03/11 Apple shares give investors waiting to buy an opportunity after an uneven quarter

The stock dropped after management's December-quarter revenue guide was a bit lower than Wall Street expectations.

02/11 Starbucks' quarterly results reassure investors with a 'show me story'

The coffee maker delivered an upside surprise with its fiscal fourth quarter, showing strong comparable-store sales growth and excellent margin expansion

02/11 Eli Lilly's rally on blowout Mounjaro sales signals a new leg higher for the stock

The case for owning Eli Lilly got stronger Thursday, as diabetes drug Mounjaro crossed $1 billion in quarterly sales for the first time.

02/11 Bausch Health's decent quarter can't overcome headwind of ongoing patent dispute

Good numbers take a back seat to the legal dispute over Bausch drug Xifaxan.

01/11 Why we're upbeat on chemicals maker DuPont, despite its narrowed guidance

DuPont (DD) delivered a decent third quarter Wednesday, even as the company's lowered outlook for the full year weighed on its stock.

01/11 There was nothing good about Estee Lauder's quarterly earnings report

Management promised its businesses would look better. Clearly, the team lost its bearings — and credibility.

01/11 The sell-off in Humana is overdone after strong earnings. Jim Cramer says buy the stock

Investors are getting an opportunity to add to their positions in the Medicare Advantage-focused health insurer.

31/10 GE HealthCare's standout quarter shows why it's a company to own

Shares of the medical equipment firm soared roughly 5% on the back of its third-quarter results.

31/10 Caterpillar is upgraded on strong quarterly results — and a misguided sell-off

We see nothing to change our positive outlook on the maker of construction equipment.

31/10 Here's an update on 10 of our companies that reported earnings and how we feel about each stock

In this quick earnings recap of Club names that delivered last week, we're also giving our updated view on each stock.

27/10 Stanley Black & Decker just delivered the quarter we've been waiting for. Wall Street agrees

It's further proof that the tool maker's turnaround, the reason we own the stock, is well underway.

27/10 Amazon stock swings after a great quarter underscore our golden rule during earnings season

Concerns about AWS were quickly put to bed as the post-earnings conference call got underway and shares pushed higher again.

27/10 Ford misses on earnings, as warranty costs move carmaker back near the penalty box

Ford shares dropped more than 3% in after-hours trading following the disappointing quarterly report. 

26/10 Linde shares bounce on earnings, as margin expansion overshadows slight sales miss

"We own a lot, and we should continue to own a lot of Linde stock, " Jim Cramer said on Thursday.

26/10 We're changing our Honeywell price target after a mixed quarter and conservative guidance

So, why stick around after a quarter like this? Cheap stock, plus improving fundamentals and end market dynamics, equal opportunity.

26/10 Where we stand on Veralto after a solid quarter in its first earnings as a public stock

Veralto (VLTO) also delivered encouraging commentary on its M&A prospects.

26/10 Meta's Q4 guidance that knocked the stock lower is not a reason to sell

The turn happened late on the post-earnings call when management was asked more about fourth-quarter revenue guidance. 

25/10 Here's what to expect when our 6 industrial stocks report quarterly earnings

Industrials have been a bright spot this earnings season and we're cautiously optimistic the trend continues. Our preview for each company.

25/10 Selling Alphabet shares after the tech giant missed on cloud numbers is shortsighted

We recognize that the near term could be a bit rocky — but over the long haul, we think patience will pay off.

25/10 Microsoft's quarterly results and guidance showcase its AI prowess

Shares of the Club holding climbed roughly 3% in post-market trading Tuesday.

24/10 Why we bought more Danaher even after it lowered the forecast for a key business

Stocks tend to bottom before their industry cycle does, and Danaher is almost there.

18/10 We're lowering our price target on Morgan Stanley as shares tumble on earnings results

The bank reported better-than-expected third-quarter results Wednesday, even as investors were disappointed over its wealth management business.

18/10 P&G flexes its pricing power again in its latest quarter. Wall Street rewards the stock

Procter & Gamble showcased its consistency and reliability in an economic environment chock full of obstacles.

02/08 We expected more from Starbucks' quarter, but remain believers in the coffee brand

Starbucks (SBUX) reported a mixed fiscal third quarter, sending shares about 1% lower in afterhours trading.