Blog & Earnings Analysis

Stock Earnings Analysis

AI-powered earnings analysis with management quotes, bull/bear cases, and financial breakdowns for 400+ public companies.

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BMI7 min read

Badger Meter's Q1 Was Ugly. The Stock Price Agrees.

Badger Meter reported Q1 2026 earnings. Revenue fell 9.0% to $202M. The stock dropped 24.1% anyway — here's why.

STT7 min read

State Street's Growth Engine Stalls in Q1 — Earnings Breakdown

State Street reported Q1 2026 earnings. Revenue came in at $5.6B. The stock climbed 2.5% as investors liked what they heard.

TFC8 min read

TFC Reports Q1 Earnings — Here's What Actually Matters

Truist Financial reported Q1 2026 earnings. Revenue came in at $7.4B. The stock climbed 2.3% as investors liked what they heard.

MMC8 min read

MMC Reports Q1 Earnings — Here's What Actually Matters

Marsh and McLennan Companies reported Q1 2026 earnings. Revenue grew 7.6% to $7.6B. The stock barely moved, but the details matter.

NFLX6 min read

NFLX Reports Q1 Earnings — Here's What Actually Matters

Netflix reported Q1 2026 earnings. Revenue grew 16.2% to $12.2B. The stock barely moved, but the details matter.

PEP7 min read

PEP Reports Q1 Earnings — Here's What Actually Matters

PepsiCo reported Q1 2026 earnings. Revenue grew 8.5% to $19.4B. The stock climbed 2.3% as investors liked what they heard.

SCHW7 min read

Charles Schwab Falls 7.6% After a Lackluster Q1

Charles Schwab reported Q1 2026 earnings. Revenue fell 52.7% to $3.1B. The stock dropped 7.6% anyway — here's why.

TRV7 min read

Flat Is the New Down: Travelers Companies's Q1 Earnings Analysis

Travelers Companies reported Q1 2026 earnings. Revenue came in at $11.9B. The stock barely moved, but the details matter.

ASML7 min read

Inside ASML's Q1 Earnings: Steady Growth, Big Questions

ASML reported Q1 2026 earnings. Revenue grew 13.2% to $8.8B. The stock slipped 2.4% as the market wanted more.

BAC7 min read

Bank of America Needs a Turnaround. Q1 Didn't Bring One.

Bank of America reported Q1 2026 earnings. Revenue fell 35.6% to $30.3B. The stock barely moved, but the details matter.

JBHT7 min read

Low Expectations, Big Relief: JB Hunt Jumps 6.3% in Q1

JB Hunt reported Q1 2026 earnings. Revenue came in at $3.1B. The stock jumped 6.3%, and for good reason.

MS7 min read

Morgan Stanley Keeps Winning — Q1 Revenue Hits $33.1B

Morgan Stanley reported Q1 2026 earnings. Revenue grew 18.8% to $33.1B. The stock climbed 4.5% as investors liked what they heard.

BLK7 min read

BlackRock's Q1 Proves the Bulls Right (For Now)

BlackRock reported Q1 2026 earnings. Revenue surged 27.0% to $6.7B. The stock climbed 3.0% as investors liked what they heard.

JPM7 min read

JPMorgan Chase &'s Q1: +6.9% Revenue Growth and a Debate About What's Next

JPMorgan Chase & reported Q1 2026 earnings. Revenue grew 6.9% to $73.7B. The stock barely moved, but the details matter.

WFC8 min read

Wells Fargo & Beat Expectations. Wall Street Wanted More.

Wells Fargo & reported Q1 2026 earnings. Revenue grew 7.3% to $31.8B. The stock dropped 5.7% anyway — here's why.

FAST7 min read

Fastenal Beat Expectations. Wall Street Wanted More.

Fastenal reported Q1 2026 earnings. Revenue grew 12.4% to $2.2B. The stock dropped 6.9% anyway — here's why.

GS7 min read

GS Revenue Falls 45.4% YoY. Is This the New Normal?

Goldman Sachs reported Q1 2026 earnings. Revenue fell 45.4% to $17.2B. The stock barely moved, but the details matter.

AYI7 min read

AYI's Q1 Misses the Mark — Stock Drops 7.5%

Acuity Brands reported Q1 2026 earnings. Revenue came in at $1.1B. The stock dropped 7.5% anyway — here's why.

MSM7 min read

Flat Is the New Down: MSC Industrial Direct's Q1 Earnings Analysis

MSC Industrial Direct reported Q1 2026 earnings. Revenue came in at $918M. The stock barely moved, but the details matter.

CEG8 min read

Constellation Energy Falls 6.4% After a Lackluster Q4

Constellation Energy reported Q4 2025 earnings. Revenue fell 19.6% to $5.5B. The stock dropped 6.4% anyway — here's why.

RH8 min read

RH's Q4 Was Ugly. The Stock Price Agrees.

RH reported Q4 2025 earnings. Revenue came in at $843M. The stock dropped 19.3% anyway — here's why.

CTAS7 min read

Cintas's Q4: +8.9% Revenue Growth and a Debate About What's Next

Cintas reported Q4 2025 earnings. Revenue grew 8.9% to $2.8B. The stock barely moved, but the details matter.

PAYX8 min read

Another Good Quarter for Paychex. How Long Can It Last?

Paychex reported Q4 2025 earnings. Revenue grew 19.9% to $1.8B. The stock climbed 3.0% as investors liked what they heard.

PDD7 min read

Pinduoduo Keeps Winning — Q4 Revenue Hits $122.2B

Pinduoduo reported Q4 2025 earnings. Revenue surged 27.7% to $122.2B. The stock climbed 4.6% as investors liked what they heard.