Analysis
Sandoz Surges After Earnings as Biosimilar Demand Accelerates
Sandoz shares rise after Q2 sales grow 9% and biosimilar revenue jumps 22%. Analysis of patent expirations, margins, guidance and regulatory risks.
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Stock Analysis
Analysis
Novo Nordisk Slides Despite Raised Guidance: What Worried Investors?
Novo Nordisk raised its 2026 outlook but shares fell as Wegovy pill sales, CagriSema data and competition from Eli Lilly disappointed investors.
Analysis
Eli Lilly Raises Its Outlook as Mounjaro and Zepbound Sales Surge
Eli Lilly raises its 2026 revenue outlook after Mounjaro and Zepbound sales soar. Analysis of production, margins, pipeline, Novo Nordisk competition and valuation.
Analysis
Disney Earnings Beat Expectations: Streaming, Parks and the TikTok Deal Explained
Disney beat profit estimates as streaming income doubled and parks strengthened. We examine revenue, films, TikTok, guidance and valuation.
Analysis
AMD Drops After Earnings: Why Strong Growth Was Not Enough
AMD revenue rose 50% and data-center sales doubled, but its shares fell as margins, guidance and Nvidia competition disappointed investors.
Analysis
SpaceX Falls After Its First Public Earnings Report: Growth, Cash Burn and Valuation
SpaceX revenue jumped 92%, but shares fell as $18.4 billion of capital spending, cash burn and the IPO lock-up worried investors.
Analysis
Shopify Soars After Earnings: What Investors Need to Know
Shopify delivered more than 30% growth across revenue, gross merchandise volume and gross profit, while free-cash-flow margins improved. The results justify greater confidence in […]