Latest Articles
-
What’s Going To Happen With Boeing Stock Soon?
For questions about this article or underlying research, email help@trefis.com. If you own Boeing (BA) stock, you have watched it lose 25.0% from August 12 to November 10, 2026, against -2.7% for the S&P 500. On the October 27 call, managem...
-
What Moved Rigetti Stock?
For questions about this article or underlying research, email help@trefis.com. Rigetti Computing (RGTI) stock declined 6.4% on Tuesday, November 10, 2026, compared with a 0.4% drop for the S&P 500. The company’s third-quarter result...
-
Why Did Rocket Lab Stock Jump?
For questions about this article or underlying research, email help@trefis.com. Rocket Lab (RKLB) shares gained 6.5% on Tuesday, November 10, 2026, a session in which the S&P 500 slipped 0.4%. The gain came the session after the space comp...
-
What Would Okta’s CEO Say Now?
For questions about this article or underlying research, email help@trefis.com. The past month has been difficult for investors who own Okta (OKTA) . The stock lost 21.5% in total return from October 12 to November 10, while the S&P 500 los...
-
Could Bristol Myers Squibb Stock Survive Shrinking Eliquis Sales?
For questions about this article or underlying research, email help@trefis.com. Executives at Bristol Myers Squibb (BMY) have quantified the expected sales decline for their best-selling drug. On the October 29, 2026 call, management said Eliqui...
-
Is Broadcom Stock Ready For An AI Slowdown?
For questions about this article or underlying research, email help@trefis.com. Broadcom (AVGO) management expects AI chip revenue to double again in fiscal 2027, to about $115 billion. On the September 2, 2026 call, the question came up whethe...
-
Is Ciena Stock Stronger Than It Looks?
For questions about this article or underlying research, email help@trefis.com. Ciena (CIEN) is raising its prices, and that may be what bulls on the stock are betting on. You may think of network gear as a business where suppliers compete on p...
-
Why Should IonQ Stock Holders Watch This Number?
For questions about this article or underlying research, email help@trefis.com. IonQ (IONQ) reported a net profit of $564 million for its September 2026 quarter, but management said that included an $896 million non-cash gain on the value of it...
-
What Could Lockheed Martin Stock Be Worth In Three Years?
For questions about this article or underlying research, email help@trefis.com. Lockheed Martin (LMT) stock returned 35.0% over the past year, compared to 13.1% for the S&P 500. Anyone buying now is betting the company keeps selling more. ...
-
Is Insmed Stock Paying You Enough For The Swings?
For questions about this article or underlying research, email help@trefis.com. Investors who hold Insmed (INSM) or are preparing to buy it likely have other investments tracking the broader market. Insmed, however, remains an unprofitable drugm...
-
What Mattered Most In Airbnb’s Latest Quarter?
For questions about this article or underlying research, email help@trefis.com. Airbnb (ABNB) stock rose 11.7% in the session after its fiscal Q3 2026 report, against a 0.3% gain for the S&P 500. Two travel peers went the other way, with B...
-
What Is Moderna Building That Investors Should Watch?
For questions about this article or underlying research, email help@trefis.com. Moderna (MRNA) shares trade at 39.9 times the company’s sales, compared with 3.2 times for the S&P 500. Yet Moderna lost $2.93 billion on its operations ...
-
What Should Charter Communications Stock Holders Take From The Third Quarter?
For questions about this article or underlying research, email help@trefis.com. Charter Communications (CHTR) stock fell 6.2% on November 6, 2026, when the company reported fiscal Q3 2026 results, compared with a 0.3% rise for the S&P 500....
-
What Could Go Wrong At Comcast From Here?
For questions about this article or underlying research, email help@trefis.com. Comcast (CMCSA) stock trades at 7.8 times its earnings over the last twelve months, compared with 22.3 for the S&P 500. A price that low appears to assume trou...
-
Should You Buy T-Mobile Stock For Its Cash?
For questions about this article or underlying research, email help@trefis.com. T-Mobile US (TMUS) stock is 38% below its March 3, 2025 high, a fall that makes the shares worth a look now. T-Mobile’s free cash flow over the last twelve mo...
