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EARNINGS News & Analysis

Solid quarter for undervalued ASX listed share
Stocks
Solid quarter for undervalued ASX listed share
Solid global sales and margin expansion are highlights from latest quarter.
Shane Ponraj | 26 October 2024
Undervalued ASX share trading at half our fair value
Stocks
Undervalued ASX share trading at half our fair value
We believe the company is in a transition year and results will improve.
Roy van Keulen | 22 October 2024
Have big earnings season moves made way for opportunities?
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Have big earnings season moves made way for opportunities?
We look at the biggest market reactions in our coverage and what our analysts think about the companies.
Shani Jayamanne | 04 September 2024
Strong results from IPO bolter not enough to change our view
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Strong results from IPO bolter not enough to change our view
Guzman's business has made an impressive start to the new fiscal year. We still have our doubts on valuation levels.
Morningstar | 29 August 2024
Why our big upgrades for these ASX stars buck the trend
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Why our big upgrades for these ASX stars buck the trend
WiseTech and Brambles shares surged after earnings. Our analysts also liked what they saw and upgraded their Fair Value estimates.
Joseph Taylor | 28 August 2024
ASX200 company with US brand power looks cheap after earnings
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ASX200 company with US brand power looks cheap after earnings
Many ASX companies fall short of replicating their domestic advantages offshore. This Aussie owned company experiences the opposite.
Joseph Taylor | 23 August 2024
What to make of CommBank's earnings?
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What to make of CommBank's earnings?
Nathan Zaia thinks Commonwealth Bank's results and outlook look solid. But he's yet to meet anybody who thinks the stock is cheap.
Nathan Zaia | 21 August 2024
Opportunity as investors sour on ASX200 category queen?
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Opportunity as investors sour on ASX200 category queen?
An enviable brand but supplier problems have derailed the shares which remain undervalued.
Joseph Taylor | 20 August 2024
After earnings, is Alphabet stock a buy, a sell, or fairly valued?
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After earnings, is Alphabet stock a buy, a sell, or fairly valued?
With increased revenue and steady infrastructure investment, here’s what we think of Alphabet stock.
Michael Hodel, CFA | 08 August 2024
Going into earnings, is Amazon stock a buy, a sell, or fairly valued?
Stocks
Going into earnings, is Amazon stock a buy, a sell, or fairly valued?
We will be watching what Amazon has to say on AWS, advertising, and generative AI in its upcoming earnings release. Here’s what we think of...
Dan Romanoff | 25 July 2024