Earnings Echo
Earnings moves, volatility crush, post-earnings momentum
Ciena: A High Bar and No Cushion Into the Print
Earnings Preview · 03 September 2026 Ciena: A High Bar and No Cushion Into the Print Where our screen stands going in Screens compliant (both…
Imperial Brands: A Business We Rate, a Line We Won’t Cross.
Earnings Review · 02 September 2026 Imperial Brands: A Business We Rate, a Line We Won’t Cross. The print Results are in but not yet…
Naspers Limited Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 02 September 2026 Naspers Limited Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but…
NetApp After the Print: How It Reads Through Our Screen.
Earnings Review · 02 September 2026 NetApp After the Print: How It Reads Through Our Screen. The print Revenue $1.95B vs $2.12 expected. Did the…
Hewlett Packard Enterprise Reported: Compliant on the Screen, and the Valuation Is On Offer.
Earnings Review · 02 September 2026 Hewlett Packard Enterprise Reported: Compliant on the Screen, and the Valuation Is On Offer. The print Revenue $10.68B vs…
National Grid Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 02 September 2026 National Grid Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but…
The Print Is In for Prosus N.V.: Compliant, and the Price Looks Fair.
Earnings Review · 02 September 2026 The Print Is In for Prosus N.V.: Compliant, and the Price Looks Fair. The print Results are in but…
Snowflake Clears Our Screen, but the Market Has Already Priced the Good News.
Earnings Review · 02 September 2026 Snowflake Clears Our Screen, but the Market Has Already Priced the Good News. The print Revenue $1.39B vs $0.45…
Broadcom Looks the Part on Paper. Why We Still Don’t Own It.
Earnings Review · 02 September 2026 Broadcom Looks the Part on Paper. Why We Still Don’t Own It. The print Revenue $22.19B vs $3.24 expected.…
AVGO and SNOW Set Immediate Tone for Tech Tape
Yesterday’s Prints and Evolving Read-Through More than twenty names crossed the tape on Tuesday, with Palo Alto Networks, Dell and MongoDB among the larger domestic…