Fundamental analysis of US public companies. Every piece is built on verified, filing-level data.
Market movers
Real GDP grew at a 3.4% annualised rate in the third quarter of 2026, faster than the prior quarter but short of last year's pace. Treasury yields eased slightly on the day, still well above where they stood a year earlier.
Earnings analysis DASH
DoorDash reports on Wednesday 4 November, before the market opens. Analysts expect full-year EPS of $2.79; these are the numbers and trends the report will test.
Earnings analysis DD
DuPont reports on Tuesday 3 November, before the market opens. Analysts expect full-year EPS of $7.26; these are the numbers and trends the report will test.
Earnings analysis KDP
Keurig Dr Pepper reports on Tuesday 3 November, before the market opens. Analysts expect full-year EPS of $2.29; these are the numbers and trends the report will test.
Earnings analysis CART
Maplebear Inc. reports on Thursday 5 November, before the market opens. Analysts expect full-year EPS of $2.30; these are the numbers and trends the report will test.
Earnings analysis MAR
Marriott International reports on Monday 2 November, before the market opens. Analysts expect full-year EPS of $11.75; these are the numbers and trends the report will test.
Earnings analysis MSA
MSA Safety Inc reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $9.07; these are the numbers and trends the report will test.
Earnings analysis NYT
NEW York Times Co reports on Wednesday 4 November, before the market opens. Analysts expect full-year EPS of $2.85; these are the numbers and trends the report will test.
Earnings analysis RVTY
Revvity reports on Tuesday 3 November, before the market opens. Analysts expect full-year EPS of $5.35; these are the numbers and trends the report will test.
Earnings analysis AMZN
Amazon's operating margin reached 13.9% in the third quarter of 2026, the highest in the company's history, even as capital spending on AI infrastructure pushed quarterly free cash flow to an outflow of $34.8 billion from a $0.4 billion inflow a year earlier.
Market movers NOW
ServiceNow shares fell 27.3% on 29 October, a day after third-quarter results beat the company's own guidance but fourth-quarter revenue guidance fell short of expectations, reviving concerns about slowing contract growth even as free cash flow guidance was raised.
Market movers XRX
Xerox shares fell 39.2% on 29 October after the company suspended its dividends, cut full-year free cash flow guidance and reported a $1.0 billion net loss tied largely to a goodwill impairment in its print business.
Market movers MDLZ
Mondelez International is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $39.9 billion, up 6.0% on the year before.
Market movers PINS
Pinterest, Inc. is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $4.7 billion, up 15.4% on the year before.
Market movers RDDT
Reddit, Inc. is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $3.1 billion, up 62.2% on the year before.
Market movers SYK
Stryker Corporation is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $26.3 billion, up 7.9% on the year before.
The benchmark 10-year Treasury yield closed at 4.98%, against 4.08% a year earlier. A higher long-term rate raises the discount rate applied to future cash flows, and our models show which companies that hits hardest.
Market movers HLI
Houlihan Lokey, Inc. is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $2.6 billion, down 0.4% on the year before.
Market movers JBLU
Jetblue Airways Corp is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $10.0 billion, up 9.9% on the year before.
Earnings analysis AIG
American International Group reports on Tuesday 3 November, after the market closes. Analysts expect full-year EPS of $8.09; these are the numbers and trends the report will test.
Market movers FTNT
Fortinet's stock fell 22.0% on 29 October after third-quarter revenue grew 20% to $2.08 billion and beat guidance, but a full-year service-revenue range of $5.150 billion to $5.170 billion pointed to slowing growth in its largest segment.
Earnings analysis CNK
Cinemark Holdings, Inc. reports on Tuesday 3 November, before the market opens. Analysts expect full-year EPS of $2.64; these are the numbers and trends the report will test.
Earnings analysis CLX
Clorox reports on Monday 2 November, after the market closes. Analysts expect full-year EPS of $5.70; these are the numbers and trends the report will test.
Ideas ADBE
Adobe's revenue and free cash flow keep growing, yet its shares have fallen more than a quarter in a year. The current price implies shrinking cash flow.
