Stock Market News & Analysis

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Weekly Earnings Wrap: CBA, CSL, MQG and more
Everything you need to know on last weeks earnings results
Weekly Earnings Wrap: CBA, CSL, MQG and more
Weekly Earnings Wrap: CBA, CSL, MQG and more
stocks
ASX player rallies on small guidance upgrade

ASX player rallies on small guidance upgrade

Our fair value is maintained despite investor enthusiasm.
stocks
After earnings, is Alphabet stock a buy, a sell, or fairly valued?

After earnings, is Alphabet stock a buy, a sell, or fairly valued?

With strong fourth-quarter earnings and AI integration, here’s what we think of Alphabet stock.
stocks
Cisco earnings: AI orders and profitability look strong despite second-half choppiness

Cisco earnings: AI orders and profitability look strong despite second-half choppiness

We’ve raised our fair value estimate of Cisco stock.
stocks
ASX healthcare giant remains well positioned despite share slump

ASX healthcare giant remains well positioned despite share slump

We welcome the CEO change at CSL but relatively soft plasma performance will postpone recovery
stocks
Australian bank remains overvalued despite strong result

Australian bank remains overvalued despite strong result

When strong fundamentals meet persistent valuation headwinds.
stocks
Chart of the Week: Soft earnings growth outlook for Australian banks

Chart of the Week: Soft earnings growth outlook for Australian banks

The latest take from our equity research analysts.
stocks
Coca-Cola earnings: Billion-dollar brands and consumer engagement remain growth priorities

Coca-Cola earnings: Billion-dollar brands and consumer engagement remain growth priorities

Despite macro and geopolitical challenges, Coca-Cola managed to increase sales in line with its long-term target.
stocks
Unwarranted drop in ASX share

Unwarranted drop in ASX share

Jittery investors misinterpret an audit for an existential crisis.
stocks
Macquarie: A return to group-wide growth

Macquarie: A return to group-wide growth

Our view on the shares after earnings.
stocks
After earnings, is Disney stock a buy, a sell, or fairly valued? -

After earnings, is Disney stock a buy, a sell, or fairly valued? -

Following the highly anticipated announcement of a new CEO, here’s what we think of Disney.
stocks
Investors overly concerned about AI impact on ASX share

Investors overly concerned about AI impact on ASX share

Shares screen as undervalued after prolonged decline.
stocks
After earnings, is Palantir stock a buy, a sell, or fairly valued?

After earnings, is Palantir stock a buy, a sell, or fairly valued?

With higher-than-expected revenue expectations and a raised fair value estimate, here’s what we think of Palantir stock.
stocks
Rio Tinto and Glencore go their separate ways

Rio Tinto and Glencore go their separate ways

Our view after merger talks end.
stocks
Amazon earnings: Guidance for $200 billion in capital expenditure in 2026 overshadows good results

Amazon earnings: Guidance for $200 billion in capital expenditure in 2026 overshadows good results

We think Amazon stock is moderately undervalued.
stocks
Apple earnings: Impressive Q4 lifts stock, but is it a long-term growth play?

Apple earnings: Impressive Q4 lifts stock, but is it a long-term growth play?

We’ve raised our fair value estimate of Apple stock.
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