Latest Articles
-
How Big Could Caterpillar Stock’s Next Fall Be?
For questions about this article or underlying research, email help@trefis.com. Caterpillar (CAT) stock lost 18.4% over the three months to October 20, 2026, while the S&P 500 gained 3.1%. The shares dropped during a rising market, and for ...
-
What Changed In Amgen’s Story?
For questions about this article or underlying research, email help@trefis.com. Amgen (AMGN) stock trades at 27.1 times earnings, against 23.0 for the S&P 500. Shareholders paying that premium need to know what they are buying, and the narr...
-
What Could Lift AutoZone Stock After Its Fall?
For questions about this article or underlying research, email help@trefis.com. Shares of AutoZone (AZO) lost 21.6% in the year to October 20, 2026, while the S&P 500 returned 17.1%. Investors buying the auto parts retailer today pay 21.0 ti...
-
How Bad Would Falling Steel Prices Be For Cleveland-Cliffs Stock?
For questions about this article or underlying research, email help@trefis.com. The worry for Cleveland-Cliffs (CLF) holders is that the steel prices behind the company’s third-quarter rebound may not last. Management reported $612 million...
-
Why You Should Think About Carvana Differently Now
For questions about this article or underlying research, email help@trefis.com. Carvana (CVNA) stock trades at 27.6 times earnings, compared with 23.0 for the S&P 500. Shareholders paying that premium need to understand what they are buying...
-
How Long Can GeneDx Keep Burning Cash?
For questions about this article or underlying research, email help@trefis.com. GeneDx (WGS) sells exome and genome tests to geneticists and pediatric specialists. The cash remaining after running the business and paying for buildings and equip...
-
Why Did Braze Stock Jump?
For questions about this article or underlying research, email help@trefis.com. Braze (BRZE) stock rose 51.7% on Tuesday, October 20, 2026, while the S&P 500 gained 0.3%. The gain occurred the same day news reports said Salesforce had agree...
-
What Could Stall Cintas Stock’s Run?
For questions about this article or underlying research, email help@trefis.com. Cintas (CTAS) shares returned 23.8% over the past six months, against 9.8% for the S&P 500. At 42.1 times earnings, against 23.0 for the index, the price appear...
-
Is Rigetti Computing Stock’s Drop A Chance To Buy?
For questions about this article or underlying research, email help@trefis.com. Buyers of Rigetti Computing (RGTI) stock may be betting on the company’s ability to sell whole quantum computers. Rigetti already fills orders for its Novera s...
-
What Does Booking Offer That Hilton Does Not?
For questions about this article or underlying research, email help@trefis.com. Hilton Worldwide (HLT) and Booking Holdings both make money when travelers fill hotel rooms, but the companies measure their business differently. Hilton collects m...
-
Is Veeva Systems Stock Really Expensive?
For questions about this article or underlying research, email help@trefis.com. Veeva Systems (VEEV) stock trades at 51 times its earnings over the last twelve months, compared with 23 for the S&P 500. The shares returned 72.7% from July 22...
-
Where Did Nucor Stock’s Gains Really Come From?
For questions about this article or underlying research, email help@trefis.com. Nucor Corporation (NUE) operates steel mills and manufactures products ranging from sheet and plate to towers and structures. The stock has risen 170.9% before divi...
-
Which Gives You More Of The AI Software Bet, Workday Or Autodesk?
For questions about this article or underlying research, email help@trefis.com. Investors hold Workday (WDAY) and Autodesk (ADSK) to capitalize on the same bet: companies already selling software subscriptions to businesses will also be the ones...
-
What Could Send Avis Budget Stock Higher?
For questions about this article or underlying research, email help@trefis.com. Shares of Avis Budget (CAR) have fallen 85.7% from their April high. That peak was brief, with the stock dropping 38% and then 48% over the next two trading days. Th...
-
What Changed For Vertiv Stock, And What Did Not?
For questions about this article or underlying research, email help@trefis.com. Shares of Vertiv (VRT), which makes power and cooling equipment for data centers, fell 32.4% between July 22 and October 20, 2026. During the same period, the S&...
