Here are the numbers EPS expected 3.46 Actual 4.04 Revenue Expected 5.3 billion in revenue Actual 5.30 billion Some other key metrics were gaining 3 million Premium subscribers in the period to reach 293 million total, notwithstanding its recent price increases in the U.S. Total monthly active users (including both free and paid) climbed 12% year over year to 761 million, slightly ahead of its prior guidance of 759 million. The company’s Q1 gross margin of 33.0% was its second-highest to date, up from 31.6% a year…

Robinhood said on Tuesday that profits rose 3% in the first three months of 2026, boosted by prediction market and options trading The financial app reported first quarter profits of $346 million, or $0.38 per share, while net revenue rose 15% from the first quarter of last year to $1.07 billion. Both figures came in short of analyst estimates. Robinhood shares tumbled over 5% in after-hours trading on Tuesday.…

OpenAI recently missed its own targets for new users and revenue, stumbles that have raised concern among some company leaders about whether it will be able to support its massive spending on data centers. Chief Financial Officer Sarah Friar has told other company leaders that she is worried the company might not be able to pay for future computing contracts if revenue doesn’t grow fast enough, according to people familiar with the matter. Board directors have also more closely examined the company’s data-center…

Tomorrow 4 big earnings and Apple on Thuesday. What is your favorite stock and what stock will probably beat earnings and rise and which one falls? For me Meta already confirmed beat and has lowest PE. Plus already earnings more money than Google with ads. Google had 18% growth but Mata says they will have 30% Plus Meta is social media monopol. Amazon and Google all time high. So no matter what, stock will fall after earnings. 175 pts · 154 comments · u/SnooHedgehogs5162 · 2026-04-28 19:32 UTC Captured by…

Oil continues to gradually rise after another weekend without progress in peace talks. Pass through inflation is already aggressively evident in our everyday lives - vegetable prices are nearly 2x higher than they were a few months ago, delivery companies have raised fees, etc. The longer hormuz stays closed, the worse inflation gets, and the less likely the Fed cuts rates even with Trump's newly selected chairman set to lead the Fed - everyone, especially sophisticated investing institutions and the Federal…

Like the Title says, I don't understand why more companies aren't splitting? I know NVDA's done it, but with MU, GOOG, and some others getting out of "cheap" territory, I would think it would bring more in more investors and help increase the share price. I get $300 is the same as $30 after a 10/1 split, but at lot of people I know feel more comfortable buying some shares at $30 vs 1 share at $300. Optics... 341 pts · 129 comments · u/DeerComprehensive909 · 2026-04-27 20:34 UTC Captured by scrape-reddit from…

Saw post regarding what's undervalued and could 5-10x in coming years. Lithium demand will grow from 1.3m tonnes to 3m tonnes by 2030. Prices have reached high of $85k per tonne back in 2022, dropped to $9k in 2024, and now running back up to $24k in 2026. LAC is the largest lithium deposit in North America, the Department of Energy has backed the mine with 2.6b loan and owns a stake, GM has also backed the mine owning a stake. This is a mine of national security, Lithium batteries are needed for robotics, data…

Hello everyone! I have recently been looking into AXP stock as I believe it is undervalued right now. Here are a few numbers: P/S: 2.75 P/E: 19.77 Forward P/E: 16.03 Earnings Growth 1 Year: 14.20% Earnings Growth 5 Year: 14.28% PEG: 1.12 P/FCF: 13.75 P/C: 4.62 Debt/Equity: 1.73 Dividend Yield: 1.06% Payout: 21.33% I also used my own DCF valuation model and it resulted in an intrinsic value per share of $392.41 which suggests around 22% upside. This seems to me like a…

Today, GOOGL shares just hit a new all-time high of $350. A further increase of approximately $70 per share would push its market capitalization past the $5T mark Currently, all eyes are focused on the earnings report scheduled for release this Wednesday. While core metrics such as revenue will undoubtedly dominate media headlines, for investors like us,who focus on a company's structural growth,the true highlights of this report lie in its capital expenditure guidance and its roadmap for AI monetization. In my…

I’ve been a longtime lurker here, and honestly, some of my best performing stocks over the past year came straight from thoughtful recommendations in this subreddit. Now I’m hunting for the next ones. I’m specifically looking for stocks that still feel undervalued or under the radar today, but have credible 10x upside potential by the end of the decade. Not safe blue chips or index funds please. I want high-conviction ideas where the market seems to be missing the story. If you had to pick just one stock from your…

President Donald Trump has invoked the Defense Production Act to speed deployment of what the White House considers some of the most constrained segments of U.S. energy infrastructure, such as grid equipment, pipelines and liquefied natural gas systems, considering them critical to national defense. Published April 23 in the Federal Register, the determinations authorize the U.S. Dept. of Energy to deploy tools under Section 303 of the statute, first enacted in 1950, to allow the president to change…

Snap inc earnings are coming up on may 6. A lot of people expect the state of daily active users in North America to be the determining factor in how the stock price will move after the report. They argue that’s the main concern for shareholders. It makes sense because for the past many quarters numbers have been flat or even declining and it’s a concern because it’s their most profitable region by far. I however believe that it’s not a big concern because the market is simply maturing and because of that they are…

ServiceNow (NOW) ServiceNow (NOW) You have probably heard about this company thousands of times and there's only one post which highlights what you need to know Service now reported and beat across all metrics, provided double digit growth, raised FY guidance and lifted their Now assist ACV targets, despite this stock is down roughly 15% from earnings. Main reason for the sharp drop was due to SHORT term headwinds from the wars which delayed deal closings with customers. The headwinds include margin compression…

Before going deeper into my analysis on Intel, I initially thought it was simply too late to buy. Then I quickly came across a wave of analyst upgrades: Citigroup upgraded it to Buy with a $95 target, Benchmark set a $105 target, KeyBanc raised it to $110, and Evercore also moved to Buy with a +146% target increase. The average price target still sits around $74, and overall sentiment is clearly improving, driven by the CPU market recovery and growing AI demand. It’s hard to believe all of them could be wrong at…

I started investing in July 2025, and unfortunately I fell for a tiktok hype stock and lost a considerable amount. Since then I have done deep dd in all of the companies that have struck my interest. Can't really explain it but I genuinely enjoy trying to nitpick my own thesis. Like going in, trying to prove yourself wrong but then you also find things that make you even more convicted. Does anyone else find the research side actually fun too? What methods do you tend to use? 493 pts · 172 comments · u/EqualNo2867…

Market finally figured out that CPUs are just as important as GPU and TPu for AI because thats where the actual code execution happens. You need the CPU for the logic, fetching data, and running cron jobs while the TPU or GPU just handles the math. Intel and AMD are ripping because people realized you cant run "agentic" AI without a massive amount of traditional CPU power to manage the workflow.. The thing is Google literally built its own custom CPU called Axion specifically to stop paying the "Intel tax" for its…

Source Source 2 CSCO has been on the rise and with the increase of data centers. Cisco's hardware is essential for those data centers. Currently the are around 6 data center projects in Florida. That number will probably grow. With the nation wide frenzy for data centers I don't see Cisco slowing down anytime soon. I could…