NextPick Research
Earnings radar
One post-earnings report each trading day: the print that mattered after the close, read against guidance and consensus and written up overnight.
Earnings radar
AMD Guided 5.3% Above Consensus. So Why Is Money Still Leaving?
Data center sales nearly doubled and guidance beat expectations, making AMD worth following for the long run, but with sector money flowing out for days and the stock below its 50-day average, this is not the moment to chase it.
Revenue Up 70%, Stock Down 3%: Teradyne Hits an AI Testing Plateau
Guidance 11% Above Consensus, Yet the Stock Sits Below Its Averages
Guidance Beat Forecasts by 19%, Yet the Stock Fell 18.6%
Rents Up 76%, Stock Down 6.9% — What Is FR's Discount Waiting For?
Latest
- Earnings radar
Earnings Up 36%, Cash Flow Down 14% — Why GE Still Looks Pricey
21 min read - Earnings radar
Same $25.7M in Revenue, a $3.5M Swing in Profit
20 min read - Earnings radar
Revenue Up 46%, Share Count Up 6.7%: Doing the Math on AIP
21 min read - Earnings radar
Omada Grew 43% in Q2, Yet Its Guidance Leaves Only 19% for H2
19 min read - Earnings radar
Orders Jump Nearly 70% While Revenue Stalls, INTT Bets on Margins
23 min read - Earnings radar
PAYS Sales Up 48% YoY but 0.7% QoQ. What Does 54x Earnings Buy?
22 min read - Earnings radar
After 87% Gross Margins, How Much Cycle Is Left for Micron?
29 min read - Earnings radar
$1.7B of Contracts in Hand, and the Stock Fell 3.5% That Day
25 min read - Earnings radar
Cisco Grew 18%, and Five Points of It Came From Price Hikes
28 min read - Earnings radar
AMAT Gross Margin Stalls at 50.4% and the Stock Drops 5%
24 min read - Earnings radar
NBIS After a 34% Day: 22x EV/ARR Against a Peer at 7x
23 min read - Earnings radar
Revenue of $7.81B, Capex of $18.4B — In the Same Quarter
23 min read - Earnings radar
PLTR: 93% Growth at 50x Sales
26 min read - Earnings radar
Revenue Up 109%, But the Parent Sector Is Still Graded C
25 min read