Earnings
The latest Earnings coverage from the Boardroom Alpha desk. Back to all research.
Earnings
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Panic Time for Palantir?
The 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…
Target’s Bloodbath
Target 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.
Lowe’s Q1 Preview: Sifting through the Noise
Mixed 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.
In the Earnings Spotlight: Rivian Automotive (RIVN)
RIVN 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.
In the Earnings Spotlight: Cepton (CPTN)
DeSPAC CPTN reports Q4 earnings today aftermarket. We continue to see LiDAR as a 2023 story.
Earnings Spotlight: Broadcom (AVGO)
We’re long on AVGO into its 1Q22 print, and buyers on any pullback.
Earnings Spotlight: Snowflake (SNOW)
Team Slootman has SNOW revenues racing. But even with that, no, we don’t think it deserves a SaaS valuation.
Earnings Spotlight: Sofi Technologies (SOFI)
Nope, 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.
Earnings Spotlight: EV maker Lucid Group (LCID)
LCID stock is running hot into its Q4 earnings report, today aftermarket. The big question is what investors are willing to pay for growth.