Podcast Episodes
Back to SearchFuelCell Stock: Backlog Tripled, Margin Collapsed - We Say AVOID (FCEL Q3 FY2026)
FuelCell Energy (FCEL) Q3 FY2026 — The stock fell 15.7% on the print, from $17.08 to $14.40, on 1.9x average volume. FuelCell Energy tripled its orde…
1 month, 2 weeks ago
PANW Stock: Revenue +34%, But Its Own Filing Says 16% - We Say SELL (Q4 FY2026)
Palo Alto Networks (PANW) Q4 FY2026 — The stock fell 9.3% the next session, from $362.09 to $328.48. Palo Alto beat every line of its own guidance, g…
1 month, 2 weeks ago
Credo Stock: It Bought $1.25bn Mid-Quarter, Won’t Say What It Earns (CRDO Q1 FY2027)
Credo Technology (CRDO) Q1 FY2027 — The stock fell 20.0% the next session, from $206.63 to $165.22. Revenue rose 9.6% sequentially and adjusted earni…
1 month, 2 weeks ago
GTLB Stock: Shares Rose 10%, Gross Margin Fell A Sixth Time - GitLab Q2 FY2027
GitLab (GTLB) Q2 FY2027 — Shares closed at $49.59 on September 2, up 9.98% on the print - but they opened at $55.20 and handed back more than half th…
1 month, 2 weeks ago
MongoDB Stock: Backlog +91%, But 70% Was Never Invoiced - We Say SELL (MDB Q2 FY2027)
MongoDB (MDB) Q2 FY2027 — The stock fell 13.5% the next session, from $434.21 to $375.40. The contracted backlog nearly doubled to $1.52bn and the ta…
1 month, 2 weeks ago
HealthEquity Stock: A Record Quarter - and a $3B Rate Lock. Why We Say HOLD (HQY Q2 FY2027)
HealthEquity (HQY) Q2 FY2027 — The stock fell 10.6% the same day, from $104.42 to $93.39. Records on every line, guidance raised - and the filing sho…
1 month, 2 weeks ago
SAIC Stock: Pretax Profit Up 10%, Net Income Down 20% Q2 FY2027
Science Applications International (SAIC) Q2 FY2027 — Shares gapped 11.5% on results day and touched a 52-week high of $142.66, then handed the whole…
1 month, 2 weeks ago
Sasol Stock (SSL): HOLD Call - Best Year In Five, Written Down Again FY2026
Sasol Limited (SSL) FY2026 — SSL closed at $12.45, +3.6% against the $12.02 prior close, on 1.99m shares - about 2.4x the prior session. The ADR has …
1 month, 2 weeks ago
YEXT Stock: HOLD - The Beat Came From The Buyback Q2 FY2027
Yext (YEXT) Q2 FY2027 — YEXT closed the reaction session at $6.53, -3.5% on 2.90m shares, 2.2x the prior session - a beat, sold. Adjusted diluted EPS…
1 month, 2 weeks ago
MiniMed Stock (MMED): HOLD Call - $319M Owed On The Growth Q1 FY2027
MiniMed Group (MMED) Q1 FY2027 — MMED closed the reaction session at $22.42, +10.7% - the highest close it has ever had, on 6.07m shares, 5.1x the tw…
1 month, 2 weeks ago