https://www.boardroomalpha.com/research?category=earningsEarnings research from Boardroom Alpha.en-usWed, 25 May 2022 13:59:11 GMThttps://www.boardroomalpha.com/research/panic-time-for-palantirhttps://www.boardroomalpha.com/research/panic-time-for-palantir11422Wed, 25 May 2022 13:59:11 GMTThe world is a scarier place, which should be good for Palantir. But, with the controversial intelligence and analytics company having just reported its lowest revenue growth ever, we take a closer look at fundamentals and governance.EarningsFeaturedGeneralGovernancehttps://www.boardroomalpha.com/research/targets-bloodbathhttps://www.boardroomalpha.com/research/targets-bloodbath11024Wed, 18 May 2022 16:59:11 GMTTarget had its worst day since the Black Monday crash in 1987. With inflation proving to be a slow-moving illness, governance and execution will be key for retail stocks.Earningshttps://www.boardroomalpha.com/research/lowes-q1-preview-sifting-through-the-noisehttps://www.boardroomalpha.com/research/lowes-q1-preview-sifting-through-the-noise10943Tue, 17 May 2022 16:35:10 GMTMixed messages between Home Depot and Walmart have the market on edge into LOW’s Q1 earnings. Still, we think this is a bottom for home improvement stocks.Earningshttps://www.boardroomalpha.com/research/in-the-earnings-spotlight-rivian-automotive-rivnhttps://www.boardroomalpha.com/research/in-the-earnings-spotlight-rivian-automotive-rivn7958Thu, 10 Mar 2022 14:55:52 GMTRIVN reports Q4 earnings today aftermarket. Consensus calls for $(2.05) on sales of $64 million. These numbers don’t matter. RIVN must prove it can start churning deliveries.Earningshttps://www.boardroomalpha.com/research/earnings-spotlight-cepton-cptnhttps://www.boardroomalpha.com/research/earnings-spotlight-cepton-cptn7948Thu, 10 Mar 2022 13:03:21 GMTDeSPAC CPTN reports Q4 earnings today aftermarket. We continue to see LiDAR as a 2023 story.EarningsSPACshttps://www.boardroomalpha.com/research/earnings-spotlight-broadcom-avgo-1q22https://www.boardroomalpha.com/research/earnings-spotlight-broadcom-avgo-1q227842Thu, 03 Mar 2022 11:39:24 GMTWe’re long on AVGO into its 1Q22 print, and buyers on any pullback.Earningshttps://www.boardroomalpha.com/research/earnings-spotlight-snowflake-snowhttps://www.boardroomalpha.com/research/earnings-spotlight-snowflake-snow7812Wed, 02 Mar 2022 14:25:40 GMTTeam Slootman has SNOW revenues racing. But even with that, no, we don’t think it deserves a SaaS valuation.Earningshttps://www.boardroomalpha.com/research/sofi-technologies-sofi-earnings-spotlighthttps://www.boardroomalpha.com/research/sofi-technologies-sofi-earnings-spotlight7744Tue, 01 Mar 2022 07:41:26 GMTNope, SOFI won’t print a perfect quarter. But expect stronger hands to prevail, thanks to a still high short interest and Goldman Sachs for the pre-quarter downgrade.EarningsSPACshttps://www.boardroomalpha.com/research/lucid-lcid-earnings-2022q1https://www.boardroomalpha.com/research/lucid-lcid-earnings-2022q17730Mon, 28 Feb 2022 12:39:37 GMTLCID stock is running hot into its Q4 earnings report, today aftermarket. The big question is what investors are willing to pay for growth.EarningsSPACs