Latest Articles
-
Should You Buy Salesforce Stock For Its Cash?
Over the last twelve months, Salesforce (CRM) generated free cash flow equal to 8.2% of its market value . That figure compares with 4.5% for the median S&P 500 company. A yield sitting that far above the norm usually points to one of two sce...
-
Is Exelixis Stock Engineered To Make You Money?
Exelixis (EXEL) stock has returned 46% over the past twelve months, compared with 17.8% for the S&P 500. The company has aggressively repurchased its own stock, reducing its total share count by 21% over the last three years. Because fewer sh...
-
What Happens To IBM Stock If Its Slowdown Lasts?
Over the past three months, IBM (IBM) stock lost 26%, while the S&P 500 gained 4.8%. During its July 22, 2026 earnings call, management acknowledged that second quarter results fell short of expectations. Tens of large deals failed to close o...
-
What Are AVGO Stock Investors Betting On?
Broadcom (AVGO) stock currently trades at 39.5 times its earnings over the past twelve months, a multiple based on adjusted earnings with stock-based pay added back. Paying such a steep price for a single year of profit can look aggressive at fir...
-
What Is Really Behind Micron Stock’s Run?
Investors may still think profit at Micron Technology (MU) moves with memory chip prices. The company did run an operating loss three years ago. Yet the stock returned 457% in the past twelve months, a climb that appears hard to square with a bus...
-
How Much Downside Is Left In Vertiv Stock?
Vertiv (VRT) shares have fallen 20% over the past three months, while the S&P 500 gained about 4%. The stock’s 9.7% drop over the past month came without any new financial results, as the company last reported on July 29, 2026. So how f...
-
Why Are Investors Discounting The High Cash Yield On Lowe’s Stock?
Shares of Lowe’s Companies (LOW) sit about 37% below their February 2026 high. That decline has lifted the retailer’s cash yield. Free cash flow equals 7.0% of the company’s market value as of October 6, 2026, compared with 4.5%...
-
Does Monolithic Power Systems Stock’s Valuation Make Sense?
The stock of Monolithic Power Systems (MPWR) currently trades at 90.5 times its earnings over the past twelve months, a steep premium compared to its own three-year average of 59.7. While the underlying business is expanding rapidly, investors bu...
-
Which Dates Could Move Tesla Stock Most?
Tesla (TSLA) stock has lost 11.4% over the past twelve months while the S&P 500 returned 17.8%, leaving investors wondering what could change that. Management expects more than $25 billion of capital spending in 2026, and upcoming financial r...
-
Does The Fall In AppLovin Stock Change Anything?
Shares of AppLovin (APP) fell 57% between January 9 and October 6, 2026, a period when the S&P 500 returned 13.2%. During that stretch, the company delivered fourth-quarter results in February that beat estimates, followed by second-quarter r...
-
What Just Happened To Ciena Stock?
Ciena (CIEN) stock climbed 13.8% on Tuesday, October 6, 2026, easily outpacing the 0.6% gain for the S&P 500. The move occurred without any new announcements from the company. Instead, a broad wave of demand for AI networking equipment lifted...
-
SanDisk’s Forecast And Its Chart Now Say The Same Thing. Pay Attention.
SanDisk (SNDK) issued its fiscal first-quarter forecast on August 5, 2026. The stock fell at first, but as of October 6, 2026, it sits 16.3% above its close before that release. Over the same period, the S&P 500 added 1.2%. Here is what SanDi...
-
How Much Should One Number Worry Seagate Technology Stock Holders?
Seagate Technology (STX) converted 34.7% of its revenue into operating profit over the last twelve months, up from 21.1% a year earlier. Investors should pay close attention to this operating margin because the stock currently trades at about 58 ...
-
Is There A Risk Hiding In Marvell Stock’s Rapid Growth?
Marvell Technology (MRVL) reported an adjusted gross margin of 58.9% for fiscal Q2 2027. This metric represents the share of sales the company retains after covering the cost of manufacturing its chips. Investors typically expect that share to ex...
-
Western Digital Stock Has One Thing Left To Prove
Western Digital (WDC) could soon see fresh demand from a new base of customers. Management notes that AI labs, newer cloud companies, and an autonomous vehicle maker are increasingly seeking the manufacturer out for storage. Western Digital sells...
