Stock Talk With CK

  MongoDB, Inc. ($MDB) Earnings and Opinion: MongoDB is a company in the Technology sector and operates in the Software-Infrastructure industry. The company provides a general purpose database platform worldwide. MongoDB was incorporated in 2007 and is currently headquartered in New York, New York. The company made its debut on the stock market in 2017. MongoDB Earnings Results: Revenues of $304M beating expectations of $283M Gross Profit of $223M beating expectations of $206M Operating Income of -$12M beating expectations of -$16M Adjusted EPS of -$0.23 beating expectations of -$0.27 Guidance was mixed compared to estimates Opinion: MongoDB is currently sliding a little over 8% after hours, after the company reported earnings after the market closed this afternoon. The company beat all of their estimates for the previous quarter, but it's the guidance that is causing the stock to fall after hours. The company credits the volatility currently happening in the global economy and the

HP Inc. ($HPQ) Earnings and Opinion: HP is a company in the Technology sector and operates in the Computer Hardware industry. The company provides personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services in the United States and Internationally. HP was founded in 1939 and is currently headquartered in Palo Alto, California. The company was first traded on the stock market in 1957. HP Earnings Results: Revenues of $14.66B missing expectations of $15.6B Operating Profit of $1.39B beating expectations of $1.36B Adjusted EPS of $1.04 in line with expectations of $1.04 Free Cash Flow of $300M missing expectations of $1.3B EPS Guidance missed for both Q3 and FY Opinion: HP is currently moving over 5% lower, after reporting earnings after the closing bell today. The company had a mixed earnings report, but a lot of this lies on the acquisition they just picked up. HP agreed to acquire Plantronics, Inc. ($POLY) this week. Thi

  Chewy, Inc. ($CHWY) Earnings and Opinion: Chewy is a company in the Consumer Cyclical sector and operates in the Internet Retail industry. The company engages in the pure play e-commerce business in the United States. Chewy was founded in 2010 and is currently headquartered in Dania Beach, Florida. The company made its debut on the stock market in June of 2019. Chewy Earnings Results: Revenues of $2.43B missing expectations of $2.45B Gross Profit of $683M beating expectations of $659M Adjusted EBITDA of $83M beating expectations of of $14M EPS of $0.05 beating expectations of -$0.10 Cash from operations of $49M missing expectations of $101M Revenue guidance missed estimates for both Q3 and FY Opinion: Chewy is currently falling by more than 10%, after they reported earnings after the closing bell. The company had a mixed earnings report with Topline misses. The thing that sticks out is the profit metrics. The EPS were positive, while expectations still had it in the negative. Also, t

  CrowdStrike Holdings, Inc. ($CRWD) Earnings and Opinion: CrowdStrike is a company in the Technology sector and operates in the Software-Infrastructure industry. The company provides cloud-delivered protection against endpoints and cloud workloads, identity, and data. CrowdStrike was incorporated in 2011 and is currently headquartered in Austin, Texas. The company made its debut on the stock market in June of 2019. CrowdStrike Earnings Results: Revenues of $535M beating expectations of $516M Operating Income of $87M beating expectations of $73M Adjusted EPS of $0.36 beating expectations of $0.28 Guidance beat estimates, except for Q3 FY 23 Operating Margin Opinion: CrowdStrike has not found a direction after reporting earning after the closing bell this afternoon. The company had a solid earnings reports and also had some pretty good guidance. They missed on deferred revenue, but it was a tiny miss. The Operating Margin guidance was also a very slim miss. Overall, investors have to be

  Best Buy Co., Inc. ($BBY) Earnings and Opinion: Best Buy is a company in the Consumer Cyclical sector and operates in the Specialty Retail industry. The company retails technology products in the United States and Canada. Best Buy was incorporated in 1966 and is currently headquartered in Richfield, Minnesota. The company made its debut on the stock market in 1985. Best Buy Earnings Results: Revenues of $10.33B beating expectations of $10.29B Gross Profit of $2.29B beating expectations of $2.27B Operating Income of $427M beating expectations of $381M Adjusted EPS of $1.54 beating expectations of $1.29 Operating Margin guidance of 4.0% missing expectations of $4.1% Opinion: Best Buy traded a tiny bit higher during todays trading session, after reporting earnings before the market opened this morning. The stock failed to gain direction after the earnings report, as it was a solid earnings report, the retail sector has been slammed pretty hard in recent weeks. An interesting fact about

Baidu, Inc. ($BIDU) Earnings and Opinion: Baidu is a company in the Communication Services sector and operates in the Internet Content and Information industry. The company offers internet services in China. Baidu was incorporated in 2000 and is currently headquartered in Beijing, China. The company made its debut on the stock market in September of 2005. Baidu Earnings Results (Metrics are in ¥): Revenues of ¥29.65B beating expectations of ¥29.41B Operating Profit of ¥5.49B beating expectations of ¥3.3B EBITDA of ¥7.71B beating expectations of ¥5.47B EPS of ¥15.79 beating expectations of ¥10.65 Opinion: Baidu declined during todays trading session, after reporting earnings before the market opened this morning. This report was very similar to Pinduoduo's earnings report yesterday. The companies both operate in China, however Baidu reported user metrics, whereas Pinduoduo didn't. The earnings report looked very solid for Baidu, but this didn't dictate a rise in the stock. I

  Pinduoduo Inc. ($PDD) Earnings and Opinion: Pinduoduo is a company in the Consumer Cyclical sector and operates in the Internet Retail industry. The company operates an e-commerce platform in China. Pinduoduo was incorporated in 2015 and is currently headquartered in Shanghai, China. The company made its debut on the stock market in July of 2018. Pinduoduo Earnings Results (Metrics in Yen): Revenues of ¥31.44B beating expectations of ¥23.63B Gross Profit of ¥23.48B beating expectations of ¥16.53B Operating Income of ¥8.7B beating expectations of ¥4.36B EPADS of ¥7.54 beating expectations of ¥2.75 Opinion: Pinduoduo is currently moving higher in todays trading session after reporting earnings before the market opened this morning. The company looks to have killed earnings and beat expectations by some very wide margins. This is all pretty controversial right now though, there has been some issues between the China businesses issued on the US stock exchanges. The new audit agreement wi

  Dell Technologies Inc. ($DELL) Earnings and Opinion: Dell Technologies is a company in the Technology sector and operates in the Computer Hardware industry. The company designs, develops, manufactures, markets, sells, and supports information technology solutions, products, and services worldwide. Dell Technologies was founded in 1984 and is currently Round Rock, Texas. The company made its debut on the stock market in August of 2015. Dell Technologies Earnings Results: Revenues of $26.43B missing expectations of $26.45B Gross Profit of $5.65B missing expectations of $5.79B Operating Income of $1.95B beating expectations of $1.93B Adjusted EPS of $1.68 beating expectations of $1.64 Inventories of $5.88B compared to estimates of $4.23B Opinion: Dell Technologies is currently trading a little bit lower after reporting earnings after the market closed today. The company had a mixed earnings report. They missed on revenues and Gross Profit. On the profitability side, the beat on EPS and

  Marvell Technology, Inc. ($MRVL) Earnings and Opinion: Marvell Technology is a company in the Technology industry and operates in the semiconductors industry. The company designs, develops, and sells analog, mixed-signal, digital signal processing, and embedded and standalone integrated circuits. Marvell Technology was incorporated in 1995 and is currently headquartered in Wilmington, Delaware. The company made its debut on the stock market in 2000. Marvell Technology Earnings Results: Revenues of $1.517B missing expectations of $1.518B Gross Profit of $986M missing expectations of $991M Operating Income of $554M missing expectations of $556M Adjusted EPS of $0.57 beating expectations of $0.56 Cash from Operations of $332M missing expectations of $505M Inventories of $913M beating expectations of $850M Guidance for Q3 FY23 missed on all metrics Opinion: Marvell Technology is moving slightly lower after the earnings report. The company had a mixed earnings report, but the CEO said tha

  Affirm Holdings, Inc. ($AFRM) Earnings and Opinion: Affirm Holdings is a company in the Technology sector and operates in the Software-Infrastructure industry. The company operates as a platform for digital and mobile-first commerce in the United States and Canada. Affirm Holdings was founded in 2012 and is currently headquartered in San Francisco, California. The company made its debut on the stock market in 2021. Affirm Holdings Earnings Results: GMV of $4.4B beating expectations of $4.07B Revenues of $364M beating expectations of $354M Operating Income of -$29M beating expectations of -$42M EPS of -$0.65 missing expectations of -$0.58 Guidance missed for both Q1 FY23 and FY23, except for Operating Income Opinion: Affirm is currently moving lower, after reporting earnings after the closing bell today. The company had a mixed earnings report with claims to consumer demand slowing as a cause. They said the slowdown has been well telegraphed in the earnings. Lending is becoming a shad

  Workday, Inc. ($WDAY) Earnings and Opinion: Workday is a company in the Technology sector and operates in the Software-Application industry. The company provides enterprise cloud applications in the United States and internationally. Workday was incorporated in 2005 and is currently headquartered in Pleasanton, California. The company made its debut on the stock market in 2012. Workday Earnings Results: Revenues of $1.54B beating expectations of $1.52B Operating Income of $302M beating expectations of $268M Adjusted EPS $0.83 beating expectations of $0.80 Guidance all beat estimates for Q3 FY 23 and FY23 Opinion: Workday is currently moving higher after reporting earnings after the market closed this afternoon. The subscription revenue guidance was reaffirmed and they increased the outlook on operating margin. Workday produced a solid earnings report, with beats on all metrics. Operating margin is something that sticks out, which beat by 204 bps. Overall, investors have to be pleased

  Peloton Interactive, Inc. ($PTON) Earnings and Opinion: Peloton is a company in the Consumer Cyclical sector and operates in the Leisure industry. The company provides interactive fitness products in North America and internationally. Peloton was founded in 2012 and is currently headquartered in New York, New York. The company made its debut on the stock market in September of 2019. Peloton Earnings Results: Revenues of $678M missing expectations of $683M Gross Profit of -$30M missing expectations of $211M Adjusted EBITDA of -$289M missing expectations of -$123M EPS of -$3.68 missing expectations of -$0.78 Free Cash Flow of -$412M missing expectations of -$160M Guidance missed on all metrics for Q1 FY23 Opinion: Peloton stock is falling today, after reporting earnings before the market opened this morning. They just struck a major deal with Amazon yesterday, which would allow them to sell their products on the website. This was seen as a positive sign for the stock and caused it to r

  Autodesk, Inc. ($ADSK) Earnings and Opinion: Autodesk is a company in the Technology sector and operates in the Software-Application industry. The company provides 3D design, engineering, and entertainment software and services worldwide. Autodesk was incorporated in 1982 and is currently headquartered in San Rafael, California. The company made its debut on the stock market in 1985. Autodesk Earnings Results: Revenues of $1.24B beating expectations of $1.22B Operating Income of $444M beating expectations of $434M Adjusted EPS of $1.65 beating expectations of $1.57 Free Cash Flow of $246M beating expectations of $155M Billings and Deferred Revenue both missed expectations Guidance beat estimates on everything except FY23 Revenues and Billings Opinion: Autodesk is currently soaring higher, after reporting strong earnings after the market closed this afternoon. The top line metrics were strong and the margins beat expectations. The guidance for revenue and billings were very slim misse

  Snowflake Inc. ($SNOW) Earnings and Opinion: Snowflake is a company in the Technology sector and operates in the Software-Application industry. The company provides a cloud-based data platform in the United States and internationally. Snowflake was incorporated in 2012 and is currently headquartered in Bozeman, Montana. The company made its debut on the stock market in September of 2020. Snowflake Earnings and Results: Revenues of $497M beating expectations of $468M Operating Income of $18M beating expectations of -$9M Billings of $508M missing expectations of $535M Guidance beat estimates for both Q3 and FY23 Opinion: Snowflake is currently soaring after reporting earnings after the market closed this afternoon. They almost had an immaculate quarter, but billings and deferred revenue held them back. This is being overlooked by investors, as they are celebrating the fact that the company was able to beat expectations by a good amount. I am pleased with this report and momentum seems

  Salesforce, Inc. ($CRM) Earnings and Opinion: Salesforce is a company in the Technology sector and operates in the Software-Application industry. The company provides customer relationship management technology that brings companies and customers together worldwide. Salesforce was founded in 1999 and is currently headquartered in San Francisco, California. The company made its debut on the stock market in 2004.  Salesforce Earnings Results: Revenues of $7.72B beating expectations of $7.695B Operating Income of $1.54B beating expectations of $1.43B Adjusted EPS of $1.19 beating expectations of $1.03 Operating Cash Flow of $334M missing expectations of $645M Guidance missed for both Q3 and FY23, with the exception of Operating Margin for FY23 Opinion: Salesforce is currently moving lower after reporting earnings after the market closed this afternoon. The company saw some pretty nice beats on top line, but guidance is what is bringing the stock down. The executives didn't mention m

  NVIDIA Corporation ($NVDA) Earnings and Opinion: NVIDIA is a company in the Technology sector and operates in the Semiconductors industry. The company provides graphics, and compute and networking solutions all over the world. NVIDIA was founded in 1993 and is currently headquartered in Santa Clara, California. The company made its debut on the stock market in 1999. NVIDIA Earnings Results: Revenues of $6.7B missing expectations of $8.1B Gross Profit $3.07B missing expectations of $5.44B Operating Income of $1.33B missing expectations of $3.69B Adjusted EPS of $0.51 missing expectations of $0.53 Guidance missed, except for Gross Margin that beat by 200bps Opinion: Nvidia is currently moving down after reporting earnings after the market closed this afternoon. The earnings were already released earlier in the quarter, so the losses and earnings were no surprise to investors. The main look for most people, was the guidance that the company gave out. They are expected to continue a down

  Intuit Inc. ($INTU) Earnings and Opinion: Intuit is a company in the Technology sector and operates in the Software-Application industry. The company provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals internationally. Intuit was founded in 1983 and is currently headquartered in Mountain View, California. The company was first traded on the stock market in 1993. Intuit Earnings Results: Revenues of $2.4B beating expectations of $2.35B Operating Income of $433M beating expectations of $395M Adjusted EPS of $1.10 beating expectations of $0.98 Cash from operations of $339M missing expectations of $475M Guidance for Q1 FY23 missed consensus estimates Guidance for FY23 beat consensus estimates with the exception of EPS Opinion: Intuit is currently up a little under 5% after reporting earnings after the closing bell today. The company produced a solid earnings report. They were able to finish out th

  DICK'S Sporting Goods ($DKS) Earnings and Opinion: DICK'S Sporting Goods is a company in the Consumer Cyclical sector and operates in the Specialty Retail industry. The company operates as a sporting goods retailer primarily in the eastern United States. DICK'S Sporting Goods was incorporated in 1948 and is currently headquartered in Caraopolis, Pennsylvania. The company made its debut on the stock market in 2002. DICK'S Sporting Goods Earnings Results: Revenues of $3.11B beating expectations of $3.06B Gross Profit of $1.12B beating expectations of $1.09B Operating Profit of $460M beating expectations of $435M Adjusted EPS of $3.68 beating expectations of $3.57 Guidance was boosted for both EPS and Comps Opinion: DICK'S Sporting Goods is moving slightly higher today, after reporting earning before the market opened this morning. The company released a solid earnings report with beats on every single metric. They even topped it off with boosting guidance and those

  Medtronic plc ($MDT) Earnings and Opinion: Medtronic is a company in the Healthcare sector and operates in the Medical Devices industry. The company manufactures, and sells device-based medical therapies to healthcare systems, physicians, clinicians, and patients worldwide. Medtronic was founded in 1949 and is currently headquartered in Dublin, Ireland. The company made its debut on the stock market in 1978. Medtronic Earnings Results: Revenues of $7.37B beating expectations of $7.22B Gross Profit of $4.9B beating expectations of $4.82B Operating Income of $1.77B beating expectations of $1.76B Adjusted EPS of $1.13 beating expectations of $1.12 Guidance was higher than consensus estimates on both metrics Opinion: Medtronic is currently moving lower today, after reporting earnings before the market opened this morning. This is weird, due to the fact that they were able to beat estimates on all metrics except the margins. The main thing being credited to the fall in price is that adjus

  Zoom Video Communications, Inc. ($ZM) Earnings and Opinion: Zoom Video Communications is a company in the Technology sector and operates in the Software-Application industry. The company provides unified communications platforms in locations all over the world. Zoom Video Communications was incorporated in 2011 and is currently headquartered in San Jose, California. The company made its debut on the stock market in April of 2019. Zoom Video Communications Earnings Results: Revenues of $1.1B missing expectations of $1.12B Operating Income of $394M beating expectations of $365M Adjusted EPS of $1.05 beating expectations of $0.92 Cash From Operations of $257M missing expectations of $355M Guidance missed consensus estimated on all of the metrics Opinion: Zoom Video Communications is moving lower after reporting earnings after the closing bell today. The company had a decent earnings report, but guidance disappointed investors causing the stock to fall. The claim to a falling outlook was

  Palo Alto Networks, Inc. ($PANW) Earnings and Opinion: Palo Alto Networks is a company in the Technology sector and operates in the Software-Infrastructure industry. The company provides cybersecurity solutions worldwide. The company was incorporated in 2005 and is currently headquartered in Santa Clara, California. The company made its debut on the stock market in August of 2012.  Palo Alto Networks Earnings Results: Revenues of $1.55B beating expectations of $1.54B Gross Profit of $1.136B missing expectations of $1.137B Operating Income of $323M beating expectations of $314M Adjusted EPS of $2.39 beating expectations of $2.28 Guidance all beat consensus estimates except for billings in Q1 of FY23  Opinion: Palo Alto Networks is soaring after reporting earnings after the market closed today. The earnings results were an overall success, and a 3-1 stock split was announced for the company. The stock split brings a lot more affordable option, giving way to a reasonable price stock for

  Foot Locker, Inc. ($FL) Earnings and Opinion: Foot Locker is a company in the Consumer Cyclical sector and operates in the Apparel Retail industry. The company operates as an athletic footwear and apparel retailer. Foot Locker was founded in 1879 and is currently headquartered in New York, New York. The company made its debut on the stock market in 1985. Foot Locker Earnings Result: Revenues of $2.07B missing expectations of $2.08B Gross Profit of $654M beating expectations of $608M Operating Income of $139M beating expectations of $115M Adjusted EPS of $1.10 beating expectations of $0.80 Inventories of 1.6B beating expectations of $1.2B Guidance for Revenue and EPS missed consensus estimates Gross Profit guidance beat consensus estimates Opinion: Foot Locker is currently trading over 20% higher, as they reported earnings before the market opened this morning. The company missed expectations on revenue, but were able to have solid beats on all the other metrics. The margins also had

  Deere & Company ($DE) Earnings and Opinion: Deere & Company is a company in the Industrials sector and operates in the Farm & Heavy Construction Machinery industry. The company manufactures and distributes various equipment worldwide. Deere & Company was founded in 1837 and is currently headquartered in Moline, Illinois. The company made its debut on the stock market in 1978. Deere & Company Earnings Results: Revenues of $13B beating expectations of $12.95B Equipment Operation Income of $2.65B beating expectations of $2.61B EPS of $6.16 missing expectations of $6.65 Operating cash flow of $2.18B missing expectations of $2.95B Opinion: Deere & Company is currently moving lower in todays trading session, as the company reported earnings before the market opened this morning. The earnings report was mixed, but overall the thing that stood out most was the miss on EPS and operating cash flow. They also guided below consensus estimates in every category except Prod

  StoneCo Ltd. ($STNE) Earnings and Opinion: StoneCo is a company in the Technology sector and operates in the Software-Infrastructure industry. The company provides solutions to merchants and integrated partners to conduct electronic commerce across in-store, online, and mobile channels in Brazil. StoneCo was founded in 2000 and is currently headquartered in George Town, the Cayman Islands. The company was first traded on the stock market in 2018. StoneCo Earnings Results: Revenues of $2.3B beating expectations of $2.21B Adjusted EBITDA of $1.06B beating expectations of $985M Adjusted Net Income of $77M missing expectations of $82M Guidance for Q3 revenues missed expectations Opinion: StoneCo is currently down a little under 10% after reporting earnings this afternoon. The big news from the company is that the CFO is gone. This may change the financial structure of the company and this could be for the better or the worse. As for the earnings report, everything looked solid, until we

  Bill.com Holdings, Inc. ($BILL) Earnings and Opinion: Bill.com Holdings is a company in the Technology sector and operates in the Software-Application industry. The company provides cloud-based software that simplifies, digitizes, and automates back-office financial operations for small and midsize businesses worldwide. Bill.com Holdings was founded in 2006 and is currently headquartered in San Jose, California. The company made its debut on the stock market in 2019. Bill.com Holdings Earnings Results: Revenues of $200M beating expectations of $183M Gross Profit of $169M beating expectations of $151M Operating Income of -$6M beating expectations of -$12M Adjusted EPS of -$0.03 beating expectations of -$0.14 Guidance beat for both Q1 of FY23 and full FY23 Opinion: Bill.com Holdings is currently up over 20% after reporting earnings this afternoon. The company posted a solid earnings report and closing to its 2022 fiscal year. They were able to beat all top line estimates and beat estim

  Applied Materials, Inc. ($AMAT) Earnings and Opinion: Applied Materials is a company in the Technology sector and operates in the Semiconductor Equipment and Materials industry. The company provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. Applied Materials was incorporated in 1967 and is currently headquartered in Santa Clara, California. The company was first traded on the stock market in 1972. Applied Materials Earnings Results: Revenues of $6.52B beating expectations of $6.26B Gross Profit of $3.01 beating expectations of $2.88B Operating Income of $1.95B beating expectations of $1.82B Adjusted EPS of $1.94 beating expectations of $1.78 Guidance for the next quarter beat consensus estimates Opinion: Applied Materials is moving a tad bit higher after reporting earnings this afternoon. The company was able to beat all estimates on the top line, as well as beat all margin estimates. The guidance was very promising for the

  Lowe's Companies, Inc. ($LOW) Earnings and Opinion: Lowe's is a company in the Consumer Cyclical sector and operates in the Home Improvement Retail industry. The company operates as a home improvement retailer in the United States and internationally. Lowe's was founded in 1921 and is currently headquartered in Mooresville, North Carolina. The company made its debut on the stock marker in 1961.  Lowe's Earnings Results: Revenues of $27.48B missing expectations of $28.13B Gross Profit of $9.13B missing expectations of $9.47B Operating Income of $4.23B beating expectations of $4.19B Adjusted EPS of $4.67 beating expectations of $4.61 Opinion:  Lowe's traded a slight bit higher after reporting earnings before the market opened yesterday. The company had a mixed earnings report, but investors were able to take away the good from it and run. Lowe's missed expectations in both the Revenues and Gross Profit categories, but were able to beat expectations in Operating

  Krispy Kreme, Inc. ($DNUT) Earnings and Opinion: Krispy Kreme is a company in the Consumer Defensive sector and operates in the Grocery Stores industry. The company operates through an omni-channel business model to provide doughnut experiences and produce doughnuts. Krispy Kreme was founded in 1937 and is currently headquartered in Charlotte, North Carolina. The company was first traded on the stock market in 2021. Krispy Kreme Earnings Results: Revenues of $375M missing expectations of $386M Gross Profit of $275M missing expectations of $286M Adjusted EBITDA of $47M missing expectations of $52M Adjusted EPS of $0.08 missing expectations of $0.09 Opinion: Krispy Kreme dropped by over 10% after reporting earnings before the market opened this morning. All of the top line metrics missed expectations and all margins missed expectations. Guidance was slashed in all of the categories as well. This is a really bad look for Krispy Kreme, as they had a pretty good rally riding for them. A l

  Cisco Systems, Inc. ($CSCO) Earnings and Opinion: Cisco Systems is a company in the Technology sector and operates in the Communication Equipment industry. The company designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry. Cisco Systems was incorporated in 1984 and is currently headquartered in San Jose, California. The company made its debut on the stock market in 1990. Cisco Systems Earnings Results: Revenues of $13.10B beating expectations of $12.73B Gross Profit of $8.29B beating expectations of $8.24B Operating Income of $4.24B beating expectations of $4.16B Adjusted EPS of $0.83 beating expectations of $0.82 Opinion: Cisco stock moved higher after reporting earnings yesterday after the market had closed. They had a lot of top line beats on most of the metrics. This outweighed the misses on margins. Revenues came out strong, and the company can be happy with where it stands at the

  Target Corporation ($TGT) Earnings and Opinion: Target is a company in the Consumer Defensive sector and operates in the Discount Stores industry. The company operates as a merchandise retailer in the United States. Target was incorporated in 1902 and is currently headquartered in Minneapolis, Minnesota. The company made its debut on the stock market in 1967. Target Earnings Results: Revenues of $25.65B missing expectations of $25.84B Gross Profit of $5.51B missing expectations of $6.25B Operating Income of $321M missing expectations of $535M Adjusted EPS of $0.39 missing expectations of $0.72 Opinion: Target took a huge hit after reporting earnings before the market opened yesterday. The company saw a miss on expectations in all of the respected metrics reported. The misses weren't even really close either, the differenced were significant which caused a shift in the retail sector. Most retail stocks took a hit yesterday and it could be blamed on the bad earnings from Target. Th

  Agilent Technologies, Inc. ($A) Earnings and Opinion: Agilent Technologies is a company in the Healthcare sector and operates in the Diagnostics & Research industry. The company provides application focused solutions to the life sciences, diagnostics, and applied chemicals markets worldwide. Agilent Technologies was incorporated in 1999 and is currently headquartered in Santa Clara, California. The company made its debut on the stock market in 1999. Agilent Technologies Earnings Results: Revenues of $1.72B beating expectations of $1.64B Adjusted EPS of $1.34 beating expectations $1.20 Guidance all beat consensus estimates except for revenues for Q3 Opinion: Agilent Technologies is currently moving higher after reporting earnings after the closing bell today. The company came out with a solid quarter and guidance was pretty solid compared to consensus estimates. They were able to kill it on Life Sciences revenues but missed on Diagnostics and CrossLab revenues. The misses were sli

  Global-e Online Ltd. ($GLBE) Earnings and Opinion: Global-e Online is a company in the Consumer Cyclical sector and operates in the Internet Retail industry. The company provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce internationally. Global-e Online was incorporated in 2013 and is currently headquartered in Petah Tikva, Israel. The company was first traded on the stock market in 2021. Global-e Online Earnings Results: Gross Merchandise Volume of 534M beating expectations of 500M Revenues of $87M beating expectations of $83M Adjusted EBITDA of $11.1M beating expectations of $3.2M EPS of -$0.31 missing expectations of -$0.30 Guidance beat expectations in all metrics for both Q3 and FY22 Opinion: Global-e Online is currently popping today, up over 20% after reporting earning before the market opened this morning. The company killed the earnings report and it is showing by the increase in their stock price. They are also dictating a move for a lot

  Sea Limited ($SE) Earnings and Opinion: Sea Limited is a company in the Consumer Cyclical sector and operates in the Internet Retail industry. The company engages in the digital entertainment, e-commerce, and digital financial service business internationally. Sea Limited was incorporated in 2009 and is currently headquartered in Singapore. The company made its debut on the stock market in 2017. Sea Limited Earnings Results: Revenues of 2.94B missing expectations of $2.98B Adjusted EBITDA of -$506M missing expectations of -$485M EPS of -$1.03 missing expectations of -$1.01 Opinion: Sea Limited is currently getting hammered today, as they reported earnings before the market opened this morning. The company missed expectations on a lot of metrics in the earnings report. They are battling tough macro conditions just like every company currently. The company is trying to strive for long-term profitability and retention of business. They are doing a solid job, but it hasn't translated

  Walmart Inc. ($WMT) Earnings and Opinion: Walmart is a company in the Consumer Defensive sector and operates in the Discount Stores industry. The company engages in the operation of retail, wholesale, and other units worldwide. Walmart was founded in 1945 and is currently headquartered in Bentonville, Arkansas. The company made its debut on the stock market in 1970.  Walmart Earnings Results: Revenues of $152.86B beating expectations of $150.99B Gross Profit of $37.02B beating expectations of $36.09B Operating Income of $6.85B beating expectations of $6.44B Adjusted EPS of $1.77 beating expectations of $1.62 Inventory of 59.92B beating expectations of 54.23B Opinion: Walmart is currently moving higher in todays trading session after reporting earnings before the market opened this morning. The company had a solid earnings report and beat on a lot of the key metrics compared to consensus estimates. The biggest shocker to me was the fact that the guidance for next quarter revenues beat

  The Home Depot, Inc. ($HD) Earnings and Opinion: The Home Depot is a company in the Consumer Cyclical sector and operates in the Home Improvement Retail industry. The company operates as a home improvement retailer. The Home Depot was incorporated in 1978 and is currently headquartered in Atlanta, Georgia. The company was first traded on the stock market in 1981. The Home Depot Earnings Results: Revenues of $43.79B beating expectations of $43.57B Gross Profit of $14.48B beating expectations of $14.46B Operating Income of $7.21B beating expectations of $7.15B Adjusted EPS of $5.05 beating expectations of $4.97 Inventories of 26.09B missing expectations of 20.65B Opinion: The Home Depot is moving lower before the market opens after reporting earnings this morning. The company beat expectations on both the revenue and EPS metrics. The thing that is dragging it down has to be the amount of inventory on hand this quarter. This correlated with the decrease in revenue guidance for the fisca

  ZipRecruiter, Inc. ($ZIP) Earnings and Opinion: ZipRecruiter is a company in the Industrials sector and operates in the Staffing and Employment Services sector. The company operates a marketplace that connects job seekers and employers. ZipRecruiter was founded in 2010 and is currently headquartered in Santa Monica, California. The company made its debut on the stock market in 2021.  ZipRecruiter Earnings Results: Revenue of $240M beating expectations $235M Adjusted EBITDA of $45M beating expectations $38M EPS of $0.11 beating expectations of $0.07 Revenue guidance missed expectations for both next quarter and for the full fiscal year Opinion: ZipRecruiter is currently moving lower after reporting earnings after the closing bell today. The stock made its IPO last year in May and saw one pop towards the end of last year. However, it has stayed relatively close to its IPO price ever since. The company was able to beat on all three categories against expectations. The think that is drag

  Li Auto Inc. ($LI) Earnings and Opinion: Li Auto is a company in the Consumer Cyclical sector and operates in the Auto Manufacturers industry. The company designs, develops, manufactures, and sells new energy vehicles in China. Li Auto was founded in 2015 and is headquartered in Beijing, China. The company made its debut to the stock market in 2020. Li Auto Earnings Results: Revenues of $8.73B beating expectations of $7.99B Gross Profit of $1.88B beating expectations of $1.68B Adjusted EPS of -$0.08 beating expectations of -$0.19 Guided revenues for Q3 of $9.26B missing expectations of $13.98B Guided deliveries for Q3 of 28,000 missing expectations of 39,000 Opinion: Li Auto is currently moving a slight bit higher after reporting earnings before the markets opened this morning. The stock has done a solid job of outperforming the market after the recent downturn. Li Auto has been very productive in becoming a rising auto maker in China. The company is starting to bring in some solid r

  Aramco Earnings and Opinion: Aramco is a company in the Energy sector and operates in the Oil and Gas Integrated sector. The company operates as an Oil and Integrated Gas company in the Kingdom of Saudi Arabia and provides internationally. Aramco was founded in 1933 and is currently headquartered in Dhahran, Saudi Arabia. The company was first available to trade in December of 2019. Aramco Earnings Results: Net Income of $48.4B beating expectations of $46B Operating Cash Flow of $44B missing expectations of $45.82B Free Cash Flow of $34.6B beating expectations of $34B Dividends distributed of $18.8B missing expectations of $19.33B Opinion: Aramco reported a mixed earnings report today and with the delayed price quote due to the company being in a foreign exchange, we have not seen the effect of the earnings report. The company is definitely a generator of cash, that's for certain. With the company being one of the leading oil producers, it's no surprise to see the numbers com

  The Honest Company, Inc. ($HNST) Earnings and Opinion: The Honest Company is a company in the Consumer Cyclical sector and operates in the Specialty Retail industry. The company manufactures and sells diapers and wipes, skin and personal care, and household and wellness products. The Honest Company was incorporated in 2012 and is currently headquartered in Los Angeles, California. The company made its trading debut in May of 2021. The Honest Company Earnings Results: Revenues of $78M beating expectations of $76M Diapers/Wipes revenue of $52M beating expectations of $48M Skin & Personal Care revenue of $23M missing expectations of $25M Home & Wellness revenue of $3M beating expectations of $2M Gross Profit of $24M missing expectations of $25M Adjusted EBITDA of -$5M missing expectations of -$3M EPS of -$0.11 missing expectations of -$0.09 Opinion: The Honest Company is currently moving higher today after reporting earnings before the market opened this morning. The company had

  Illumina, Inc. ($ILMN) Earnings and Opinion: Illumina is a company in the Healthcare sector and operates in the Diagnostics and Research industry. The company provides sequencing and array-based solutions for genetic and genomic analysis. Illumina was incorporated in 1998 and is currently based in San Diego, California. The company made its debut on the public trading market in 2000. Illumina Earnings Results: Revenues of $1.16B missing expectations of $1.22B Product revenue of $1.006B missing expectations of $1.074B Service revenue of $156M beating expectations of $148M Gross Profit of $807M missing expectations of $854M Adjusted EPS of $0.57 missing expectations of $0.64M Opinion: Illumina is currently getting slammed after hours. The stock is down over 15% after reporting earnings after the closing bell today. The main reason for the fall is credited to the loss the company suffered in this recent quarter. The missed expectations in a bunch of important categories and were only ab

Rivian Automotive Inc. ($RIVN) Earnings and Opinion: Rivian is a company in the Consumer Cyclical sector and operates in the Auto Manufacturers industry. The company develops and sells electric vehicles and accessories. Rivian was founded in 2009 and is currently headquartered in San Jose, California. The company was first traded on the stock market in November of 2021. Rivian Earnings Results: Revenue of $364M missing expectations of $588M Adjusted EBITDA of -$1.3B missing expectations of -$1.23B Adjusted EPS of -$1.89 missing expectations of -$1.64 Opinion: Rivian is currently trading a slight bit lower after reporting earnings after the market closed this afternoon. This is a shock to me, because I saw this earnings report as a bust and a pretty big lag for the EV maker. They ended up losing 1.7B dollars this quarter and only delivered 4,467 vehicles. I think one thing keeping them afloat and not seeing a total downfall was the guidance the company gave for the second half of the fi