Podcast Episodes
Back to SearchICLR Stock: BUY Call - Accounting Cloud Lifts +17% Q1 2026
ICLR Stock: BUY Call - Accounting Cloud Lifts +17% Q1 2026 ICON plc (NASDAQ: ICLR), one of the world's two largest clinical-research organizations, j…
1 month ago
ICLR Stock: BUY Call - Op Margin +1400 Bps to 13% Q1 FY2027
ICON plc Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (4/…
1 month ago
LI Stock: HOLD Call - Gross Margin Crashes to 7.9% Q1 2026
Li Auto Inc. Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. China's former …
1 month ago
GAP Stock: HOLD Call - Beat EPS, Cut Sales Guide, Rose 4% Q1 FY2026
Gap Inc Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/…
1 month ago
OKTA Stock: BUY Call - 25% Margin + 35% FCF Q1 FY2027
OKTA Stock: BUY Call - 25% Margin + 35% FCF Q1 FY2027 Okta delivered a clean beat: total revenue $765M (+11% YoY), non-GAAP EPS $0.91 vs $0.85 Street…
1 month ago
MDB Stock: BUY Call - Atlas Re-Accelerates +22% Q1 FY2027
MDB Stock: BUY Call - Atlas Re-Accelerates +22% Q1 FY2027 MongoDB delivered a clean beat-and-raise: total revenue $687.6M (+25% YoY), beating the Str…
1 month ago
ADSK Stock: BUY Call - Beat & Raise But Fell 4% AH Q1 FY2027
ADSK Stock: BUY Call - Beat & Raise But Fell 4% AH Q1 FY2027 Autodesk delivered a clean beat-and-raise after the close: revenue $1.93B (+18% YoY, +2.…
1 month ago
DELL Stock: BUY Call - $51.3B AI Server Backlog Q1 FY2027
Dell Technologies Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL…
1 month ago
BBY Stock: HOLD Call - Comps Turned Positive, Stock Jumped 16% Q1 FY2026
Best Buy Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3…
1 month ago
SQM Stock: BUY Call - EPS +167% as Lithium Recovers Q1 2026
SQM Stock: BUY Call - EPS +167% as Lithium Recovers Q1 2026 SQM (Sociedad Quimica y Minera de Chile) Q1 2026 Charged Alpha Pipeline X deep dive - the…
1 month ago