Podcast Episodes
Back to SearchTransDigm (TDG): Beat, Raised Guidance, Closed Red — Is TDG Stock a Buy?
TransDigm Group (TDG) Q3 FY2026 — Fiscal Q3 2026, the 13 weeks ended June 27, 2026. Net sales $2,741M, +22.5% (organic +13%), vs ~$2.68B consensus. A…
2 months, 4 weeks ago
Tower Semiconductor (TSEM): Record Quarter, Negative Free Cash Flow — Is TSEM Stock a Buy?
Tower Semiconductor (TSEM) Q2 2026 — Q2 2026, quarter ended June 30. Revenue $460.1M, +23.7% YoY, vs ~$463.8M consensus (a MISS). GAAP EPS $0.80 basi…
2 months, 4 weeks ago
Kratos (KTOS): Revenue +30.5%, A Double Beat — And An Operating LOSS. Is KTOS Stock a Buy?
Kratos Defense (KTOS) Q2 2026 — Reported Aug 4, 2026 for Q2 2026, the quarter ended June 28. Revenue $458.8M, +30.5% YoY (+19.1% organic), vs ~$410.4…
2 months, 4 weeks ago
Astera Labs (ALAB): Revenue +104%, A Clean Beat — And Our Call Is SELL. Is ALAB Stock a Buy?
Astera Labs, Inc. (ALAB) Q2 2026 — Reported Aug 4, 2026 AFTER the close (release 4:05pm ET) for Q2 2026, the quarter ended June 30. Revenue $392.4M, …
2 months, 4 weeks ago
Lattice (LSCC): Revenue +62%, A Clean Beat — And Our Call Is SELL. Is LSCC Stock a Buy?
Lattice Semiconductor Corporation (LSCC) Q2 2026 — Reported Aug 4, 2026 AFTER the close (call 5:00pm ET) for fiscal Q2 2026, the quarter ENDED JULY 4…
2 months, 4 weeks ago
Coupang (CPNG): The 69% ”Beat” That Wasn’t — Our Call Is AVOID. Is CPNG Stock a Buy?
Coupang, Inc. (CPNG) Q2 2026 — Reported Aug 4, 2026 BEFORE the open for Q2 2026 (quarter ended June 30). Revenue $8,856M, +3.9% YoY (+10% constant cu…
2 months, 4 weeks ago
Arista (ANET): First $3B Quarter, 45% Margins — Our Call Is AVOID. Is ANET Stock a Buy?
Arista Networks, Inc. (ANET) Q2 2026 — Reported Aug 4, 2026 AFTER the close for calendar Q2 2026 (quarter ended June 30). Revenue $3,035.7M, +37.7% Y…
2 months, 4 weeks ago
Leidos (LDOS): 12% Beat, Zero Real Growth, $48.7B Backlog. Is LDOS Stock a Buy?
Leidos Holdings, Inc. (LDOS) Q2 2026 — Reported Aug 4, 2026 BEFORE the open, for fiscal Q2 2026 - the 4-4-5 quarter ended JULY 3 (not June 30). Reven…
2 months, 4 weeks ago
Amgen (AMGN): 12% Beat, 4% Real Growth, Debt Up $2.7B. Is AMGN Stock a Buy?
Amgen Inc. (AMGN) Q2 2026 — Reported August 4, 2026 AFTER the US close, for the calendar quarter ended June 30, 2026. Total revenue $10,054M, +10% Yo…
2 months, 4 weeks ago
SpaceX (SPCX): First Earnings Ever. Revenue +92%, Capex 235% Of Sales. Is SPCX Stock a Buy?
Space Exploration Technologies Corp. (SPCX) Q2 2026 — Reported August 4, 2026 AFTER the US close - the first-ever quarterly report as a public compan…
2 months, 4 weeks ago