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US Equity Research Reports.
In-depth analysis and actionable insights on top-performing companies across diverse industries - financial analysis, valuation, target prices, peer comparison and management commentary from our seasoned analysts.
2,000+
Companies covered
QPVT
Companies covered
Daily
Companies covered
- Food & Beverages
May 5, 2026 · CAG
Conagra Brands Inc Q3FY26 — Inflation & volumes weigh on margins
Strong U.S. household reach, ~105% FCF conversion and ~$800mn net debt reduction, constrained by mature categories.
$216
- Software
May 5, 2026 · ORCL
Oracle Corporation Q3FY26 — Oracle sees surge in AI demand
Structural transformation driven by AI infrastructure demand and a multi-cloud strategy with AI-enabled SaaS expansion.
$240
- Disruptive & Consumer Services
May 5, 2026 · TTWO
Take-Two Interactive Q3FY26 — Mobile & direct monetization
Transition toward an engagement-driven, diversified revenue model with strong franchise momentum.
$224
- Semiconductors
May 4, 2026 · TXN
Texas Instruments Q1FY26 — Efficiency rebounds with ROE at 30%
Shift from distributors to direct sales — 80%+ of revenue now direct vs ~30% in 2019.
$240
- Manufacturing
May 4, 2026 · OSK
Oshkosh Corporation Q4FY25 — Portfolio diversity, margin expansion
Successfully managed regulatory shifts including OBBBA which lowered 2025 tax payments by $90mn.
$248
- Semiconductors
May 4, 2026 · STM
STMicroelectronics Q1FY26 — AI hype or real growth?
257.8x trailing P/E with 35.8x forward — earnings expected to jump 7x as AI and space contracts hit.
$232
- Packaged Food
May 4, 2026 · LOTB
Lotus Bakeries H2FY25 — Natural Foods leads growth
Natural Foods delivering 17% revenue growth to ~€300mn, led by TREK and BEAR brands.
$200
- Semiconductors
May 2, 2026 · AMD
Advanced Micro Devices Q4FY25 — Record $2.1B free cash flow
Multi-year chiplet investments meet generative AI infrastructure demand at a critical inflection point.
$232
- Cyber Security
May 2, 2026 · GEN
Gen Digital Q3FY26 — Redefining consumer protection through AI
Repositioning from legacy endpoint security to an AI-driven unified digital protection platform.
$200
- Automotive
May 2, 2026 · TSLA
Tesla Q1FY26 — Structural attrition meets the $25bn capital treadmill
Q1FY26 outperformance viewed as transitory — driven by one-time tariff benefits and favorable FX.
$256
- Cyber Security
May 2, 2026 · OKTA
Okta Q4FY26 — AI identity promising but monetization early
Strong enterprise demand, expanding product capabilities and a credible long-term AI opportunity.
$256
- IT Services
May 2, 2026 · NTCT
NetScout Systems Q3FY26 — Resilient mix, structural tailwinds
AI in network monitoring enabling faster insights — intelligence-driven solutions over basic tools.
$200