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How Earnings Optimism And Renewable Energy Growth At Waste Management (WM) Has Changed Its Investment Story
Simply Wall St.27d agoneutral
How Earnings Optimism And Renewable Energy Growth At Waste Management (WM) Has Changed Its Investment Story

In the days leading up to its July 28, 2026 results release, Waste Management drew attention as analysts projected second-quarter earnings of $1.99 per share on revenues of about US$6.71 billion, both expected to be higher than a year earlier. Analysts also highlighted rapid expansion in WM Renewable Energy revenues and pointed to Waste Management’s efficient, mission-critical business model as a key support for its recent recognition as a strong S&P 500 performer. With analysts now calling...

Duolingo (DUOL) Stock Looks Reasonable On Earnings While Market Read Stays Rich
Simply Wall St.27d agoneutral
Duolingo (DUOL) Stock Looks Reasonable On Earnings While Market Read Stays Rich

Duolingo stock has had a tough run, with the share price falling sharply over the past year while the current valuation checks suggest a mixed picture rather than a clear bargain or a clear overvaluation. Over the last 1 year, Duolingo has declined 66.4%, which puts recent returns front and center for anyone reassessing what the stock is worth today. Investor expectations around Duolingo's ability to translate user growth into durable, cash generating revenue can support the valuation, while...

Should Earnings Beat, Rising Premiums and Buybacks Require Action From Chubb (CB) Investors?
Simply Wall St.27d agobullish
Should Earnings Beat, Rising Premiums and Buybacks Require Action From Chubb (CB) Investors?

In the past quarter, Chubb reported Q2 2026 results that exceeded expectations, supported by higher underwriting and investment income and 3.6% growth in net premiums written across its P&C and Life Insurance businesses, while also advancing leadership changes at its Tempest Re reinsurance unit and completing a large share repurchase program initiated in May 2025. An interesting angle for investors is how the combination of earnings outperformance and capital returns via buybacks may...

Elon Musk Warns Short Sellers as $25 Billion Bet Builds Against SpaceX Ahead of Earnings
Insider Monkey27d agobearish
Elon Musk Warns Short Sellers as $25 Billion Bet Builds Against SpaceX Ahead of Earnings

Space Exploration Technologies Corp (NASDAQ:SPCX) had the largest IPO in history in June, opening at $135 per share and momentarily reaching a $2.1 trillion value, and in the five weeks since, it has been the most widely shorted newly listed stock Wall Street has ever tracked. Short interest has increased from roughly 40 million shares […]

Is Pinterest (PINS) Undervalued As Q2 Earnings Put Ad Monetization In Focus?
Simply Wall St.27d agoneutral
Is Pinterest (PINS) Undervalued As Q2 Earnings Put Ad Monetization In Focus?

Pinterest (PINS) is drawing fresh attention as investors look ahead to its second quarter earnings, with several research firms flagging questions around advertising monetization, the impact of AI, and the durability of its direct response ad business. See our latest analysis for Pinterest. At a share price of US$22.13, Pinterest has a 30 day share price return of 11.43% and a 90 day share price return of 11.09%. However, its 1 year total shareholder return is down 41.62% and the 5 year total...

Carvana (CVNA) Could Be 34% Undervalued As Earnings Expectations Tighten
Simply Wall St.27d agoneutral
Carvana (CVNA) Could Be 34% Undervalued As Earnings Expectations Tighten

Carvana stock: earnings expectations tighten the focus Carvana (CVNA) heads into its July 29, 2026 earnings release with Wall Street projecting quarterly earnings of $0.42 per share and revenue of $6.97b, drawing attention to the stock after recent share price weakness. See our latest analysis for Carvana. Carvana’s share price has come under pressure in recent months, with a 30 day share price return of down 10.97% and a year to date share price return of down 24.47%. At the same time, the 3...

MaxLinear (MXL) Returns To Profit As AI Data Center Demand Lifts Earnings
Simply Wall St.27d agoneutral
MaxLinear (MXL) Returns To Profit As AI Data Center Demand Lifts Earnings

MaxLinear, ticker NasdaqGS:MXL, reported strong quarterly earnings that marked a return to profitability. Revenue growth was driven largely by the company's optical AI data center business. Management pointed to continued demand in optical artificial intelligence data centers as a key earnings driver. MaxLinear enters this earnings report with its share price at $71.59 and a very large year to date return of 286.8%. Over the past year, the stock is up 337.6%, while the three year return is...

Talen Energy (TLN) Could Be 23% Undervalued Following Earnings And Analyst Calls
Simply Wall St.27d agoneutral
Talen Energy (TLN) Could Be 23% Undervalued Following Earnings And Analyst Calls

Fresh analyst commentary on Talen Energy (TLN), along with its latest quarterly report showing higher revenue and net profit than a year earlier, has put the stock back on the radar for many investors. See our latest analysis for Talen Energy. The recent analyst attention and earnings update come after a period of mixed momentum for Talen Energy, with the share price down 11.33% over the past 30 days and 9.28% year to date. However, the company has delivered a very large 3 year total...

Sea (SE) Falls Before Earnings, Is The Upside Already Priced In?
Simply Wall St.27d agobearish
Sea (SE) Falls Before Earnings, Is The Upside Already Priced In?

Sea (SE) recently drew investor attention after its stock fell 5.13% in the latest trading session. It underperformed the broader market ahead of an earnings report that is expected to show higher revenue and earnings. See our latest analysis for Sea. At a recent share price of US$100.00, Sea’s short term picture is mixed, with a 1 month share price return of 7.82% and a 90 day gain of 17.04%. This contrasts with a year to date decline of 23.95% and a 1 year total shareholder return that is...

Did Stronger FY27 Guidance and AI Expansion Just Shift Veeva Systems' (VEEV) Investment Narrative?
Simply Wall St.27d agoneutral
Did Stronger FY27 Guidance and AI Expansion Just Shift Veeva Systems' (VEEV) Investment Narrative?

Veeva Systems recently raised its fiscal 2027 revenue guidance to about US$3.65 billion and adjusted EPS outlook to roughly US$9.05, following fiscal Q1 2027 results that exceeded its own guidance and showed stronger profitability helped by expanding AI-driven offerings. This combination of upgraded full-year targets and growing AI-enabled products has sharpened investor focus on how Veeva’s business model may be evolving toward higher-margin, software-driven growth. With Veeva lifting its...

Insider Monkey27d agoneutral
Jim Cramer Called 3M Company (NYSE:MMM) “Easy Money” As Earnings Hit The Wires

In his appearance on CNBC’s Squawk on the Street on Tuesday, Jim Cramer briefly discussed industrial conglomerate 3M Company (NYSE:MMM). Cramer discussed the firm’s turnaround efforts, which were demonstrated through its second quarter earnings release on Tuesday morning. The results saw 3M Company (NYSE:MMM) post $6.50 billion in revenue and $2.40 in profit-per-share to beat […]

The Bull Case For Pinterest (PINS) Could Change Following Q2 Earnings Amid AI Ad-Monetization Debate
Simply Wall St.27d agoneutral
The Bull Case For Pinterest (PINS) Could Change Following Q2 Earnings Amid AI Ad-Monetization Debate

Pinterest recently headed into its second-quarter earnings report with heightened investor attention, as analysts highlighted both achievable near-term revenue expectations and ongoing concerns around long-term ad monetization and the impact of AI on its business model. Conflicting signals, rising consensus earnings estimates alongside a relatively bearish ranking and questions about the durability of Pinterest’s use case, have created an unusually watchful backdrop for the company’s next...

Norwegian Cruise Line Holdings (NCLH) Falls Before Earnings, Is It Still 9% Undervalued?
Simply Wall St.27d agobearish
Norwegian Cruise Line Holdings (NCLH) Falls Before Earnings, Is It Still 9% Undervalued?

Recent stock move and upcoming earnings focus Norwegian Cruise Line Holdings (NCLH) recently saw its stock fall 3.21%, drawing attention to the company ahead of its July 30 earnings report and expectations for lower quarterly and full year earnings. See our latest analysis for Norwegian Cruise Line Holdings. At a share price of $19.37, Norwegian Cruise Line Holdings has seen mixed momentum, with a 1 day share price return of 3.53% but a 1 year total shareholder return that declined 18.68%,...

American Express (AXP) Could Be 13% Undervalued On Fresh Earnings Results
Simply Wall St.27d agoneutral
American Express (AXP) Could Be 13% Undervalued On Fresh Earnings Results

American Express (AXP) released its second quarter 2026 results, reporting net income of US$3.11b and diluted earnings per share from continuing operations of US$4.53, compared with US$2.89b and US$4.08 a year earlier. See our latest analysis for American Express. Despite the positive earnings surprise, American Express shares fell 4.3% on the day and are down 12.5% on a year to date share price basis, although the 1 year total shareholder return of 5.8% and 3 year total shareholder return of...

Are CL’s Volatile Q2 Options Pricing Telling a Deeper Story About Colgate’s Earnings Quality?
Simply Wall St.27d agoneutral
Are CL’s Volatile Q2 Options Pricing Telling a Deeper Story About Colgate’s Earnings Quality?

In the past few days, Colgate-Palmolive has drawn attention as expectations for its Q2 results centered on steady international momentum and organic sales growth roughly matching analyst consensus. Options traders have also focused on Colgate-Palmolive, with elevated implied volatility on certain call contracts hinting at expectations for a significant share price move. Against this backdrop of Q2 expectations and options-market signals of potential volatility, we’ll examine how these...

Amazon CEO Jassy may deliver a July 30 AWS earnings shock
TheStreet28d agoneutral
Amazon CEO Jassy may deliver a July 30 AWS earnings shock

Amazon has long derived a disproportionate share of its profit from its cloud division, Amazon Web Services (AWS). A growing number of Wall Street analysts are now projecting AWS will exceed consensus growth estimates when CEO Andy Jassy reports second-quarter results on July 30, The Motley Fool ...