19 results for "margins"
Margins of Error
Every stat has a story. Introducing the new podcast Margins of Error from CNN, hosted by Harry Enten.…
Alphabet Earnings Preview: Q1 Earnings Hinge On Margins And The Cloud
Alphabet's Q1 earnings success hinges on demonstrating how massive AI investments will lead to durable margin expansion.…
NEC FY26/3 slides: record profit margins offset revenue decline concerns
BYD's quarterly profit fell 55% as China's EV price war eroded margins
Adyen: Growing TAM, But Declining Margins And Moat
Adyen is experiencing healthy growth; however, the first red flag is that EPS is growing slower than revenues. See why I rate ADYEY stock a Sell now.…
Inwido Q1 2026 slides: harsh winter pressures margins despite acquisitions
SSAB Q1 2026 slides: EBITDA surges on volume gains, margins improve
Assa Abloy Q1 2026 slides: margins expand despite FX headwinds
Palfinger Q1 2026 slides: margins expand despite revenue headwinds
SIG Group Q1 earnings beat estimates as cost controls lift margins
Building Software Businesses for an AI Future
Read by Bernhard Hauser (not AI)0:00/324.5714581× Software-as-a-Service (SaaS) has been the darling of investors and founders alike: build once, charge forever, watch margins expand as revenue scales…
Daily Journal Corporation: Maybe Not Enough Margin Of Safety
Daily Journal (DJCO) looks fairly valued as securities drive most worth, with solid Journal Tech margins but macro/bank exposure.…
Calix: Recent Pullback Drives Bullish Update
Calix stock pullback looks overdone as rising memory costs pressure margins. Click here to read my latest analysis of CALX.…
Wolfspeed: Still Not Convinced After The Bankruptcy - Earnings Preview
Wolfspeed (WOLF) rated Sell: $8.42 target vs ~$29 after Chapter 11. Despite lower debt, margins and guidance stay weak.…
A second China shock is hitting Europe. These stocks are most vulnerable, strategist says.
The rerouting of China’s hi-tech electronics and computer equipment will materially erode margins for U.K. and European companies, even if they erect trade barriers themselves.…
Insight Enterprises: Looking For Greater Insights
Insight Enterprises looks undervalued at 7x earnings as services margins rise and AI acquisitions fuel growth. Read here for a detailed analysis.…
Tesla: AI And Robotics Shift Is The Real Story
Tesla’s Q1’26 TSLA results show rising gross margins and 117% YoY free cash flow growth as it pivots to AI/robotics. Learn more about TSLA stock here.…
NGL Energy Partners: Fantastic Business Continuing To Scale Very Well
NGL Energy Partners trades at a discount to its Water Solutions business quality, with sector-leading EBITDA margins justifying a premium. See why NGL stock is a strong buy.…
If AI replaces workers to cut costs, who is left to buy the products?
I keep seeing AI layoffs discussed as if they are only a company efficiency issue. Company replaces workers with AI → costs go down → margins improve. That makes sense for one company. But I’m stuck o…