US Stock Analysis
Page 15 of 61 · 3,007 articles on US companies
Danaher: Do its strong fundamentals justify the valuation?
Danaher ($DHR) • By Heavy Moat Investments • 2025-10-21
Preview|META 3Q25: What Happens When META Doubles Down on AI Compute
Meta Platforms ($META) • By FUNDA • 2025-10-21
Dividend Informer Q3 2025 Update: Abbott Laboratories
Abbott Laboratories ($ABT) • By Dividend Informer • 2025-10-20
Ally Financial: Momentum
Ally Financial ($ALLY) • By TSOH Investment Research • 2025-10-20
Intuitive Surgical - A 60%+ Market Share That Comes with 85% Recurring Revenue (A Deep Dive)
Intuitive Surgical ($ISRG) • By Rijnberk Investinsights • 2025-10-18
Update On Davita
Davita ($DVA) • By Eagle Point Capital • 2025-10-18
Patria Investments
Patria Investments ($PAX) • By Emerging Value • 2025-10-18
Roblox (RBLX): A Reality Check
Roblox ($RBLX) • By A Peek Behind the Numbers • 2025-10-17
Amdocs (NASDAQ: DOX)
Amdocs ($DOX) • By Quality Value Investing • 2025-10-16
Why I bought FTAI Aviation
FTAI Aviation ($FTAI) • By Kairos Research • 2025-10-15
Crocs: Durable Brand, Distracted Company
Crocs ($CROX) • By TSOH Investment Research • 2025-10-13
Cheap, Cash-Flowing, and Ignored: The Case for Ziff Davis
Ziff Davis ($ZD) • By Enterprising Investor • 2025-10-12
Domino's Pizza Group (An Excerpt From Our Recent Letter)
Domino's Pizza Group ($DOM) • By Eagle Point Capital • 2025-10-11
Portfolio Update +119%. Why I'm Selling More Rocket Lab
Rocket Lab ($RKLB) • By Growth Curve Investing • 2025-10-10
InferenceMAX™: Open Source Inference Benchmarking
OPEN ($OPEN) • By SemiAnalysis • 2025-10-09
First impression of ChatGPT Agent, and apps on ChatGPT
APPS ($APPS) • By MBI Deep Dives • 2025-10-09
UiPath (PATH): Betting the Company on the Agentic Automation Era
UiPath ($PATH) • By Growth Curve Investing • 2025-10-09
I am buying Amazon. Are you?
Amazon ($AMZN) • By 41investments • 2025-10-08
From Going Concern Doubts to Market Darling (PSIX)
Power Solutions ($PSIX) • By A Peek Behind the Numbers • 2025-10-08
EssilorLuxottica (EL) – A European Powerhouse with an unassailable Moat
EssilorLuxottica ($EL) • By Rijnberk Investinsights • 2025-10-08
Quest Diagnostics (NYSE: DGX)
Quest Diagnostics ($DGX) • By Quality Value Investing • 2025-10-08
Quest Diagnostics (NYSE: DGX)
Quest Diagnostics ($DGX) • By Quality Value Investing • 2025-10-07
Airbnb's mix shift
Airbnb ($ABNB) • By MBI Deep Dives • 2025-10-07
Stock of the Week: Paychex - Short-Term Slide, Timely Profit Opportunity?
Paychex ($PAYX) • By Quality Stocks • 2025-10-07
#133 Powell Industries - A Stock Analysis
Powell Industries ($POWL) • By Kroker Equity Research • 2025-10-05
First impression of Meta Ray-Ban Display, Taking a big swing at Airbnb
Airbnb ($ABNB) • By MBI Deep Dives • 2025-10-03
More Problems at DraftKings (DKNG)
DraftKings ($DKNG) • By The Bear Cave • 2025-10-02
Kinsale: Best-In-Class E&S
Kinsale ($KNSL) • By TSOH Investment Research • 2025-10-02
Airbnb Model Update
Airbnb ($ABNB) • By MBI Deep Dives • 2025-10-01
Partial Mea Culpa: Sandisk and Marvell
SanDisk ($SNDK) • By Irrational Analysis • 2025-10-01
Ashtead Technology vs. Oceaneering Inc: The Quality Offshore Services Showdown
Oceaneering Inc ($OII) • By Compound & Fire • 2025-09-30
Crypto Miners Pivot To Nvidia’s $4 Trillion TAM
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2025-09-29
#131 Stock Valuation Update – Amazon
Amazon ($AMZN) • By Kroker Equity Research • 2025-09-28
Reynolds Consumer Products: Non-Durable Durability
Reynolds Consumer Products ($REYN) • By Invariant • 2025-09-28
Oracle: The Oracle of the AI Age
Oracle ($ORCL) • By Crack The Market • 2025-09-27
Duolingo, Inc. – A Rule of 70 Facing AI Disruption (A Deep Dive)
Duolingo ($DUOL) • By Rijnberk Investinsights • 2025-09-27
Round-Trip Finance: How Nvidia Keeps the AI Party Going
NVIDIA ($NVDA) • By High Growth Investing • 2025-09-25
Danaher: From Star Performer to Post-Pandemic Hangover
Danaher ($DHR) • By Heavy Moat Investments • 2025-09-24
Nvidia and OpenAI's Gambit
NVIDIA ($NVDA) • By MBI Deep Dives • 2025-09-24
Q4 2025 - AutoZone - Analysis
AutoZone ($AZO) • By The Compounding Tortoise • 2025-09-23
Airbnb's Evolution
Airbnb ($ABNB) • By MBI Deep Dives • 2025-09-23
Cognizant Technology Solutions (NASDAQ: CTSH)
Cognizant Technology Solutions ($CTSH) • By Quality Value Investing • 2025-09-23
Stock of the Week: Intel - Rise of the Phoenix
Intel ($INTC) • By Quality Stocks • 2025-09-23
Cognizant Technology Solutions (NASDAQ: CTSH)
Cognizant Technology Solutions ($CTSH) • By Quality Value Investing • 2025-09-23
[scuttlebit] Charles Schwab is so back
Charles Schwab Corporation ($SCHW) • By scuttleblurb • 2025-09-22
My Experience on Airbnb Experience
Airbnb ($ABNB) • By MBI Deep Dives • 2025-09-21
Nvidia & Intel’s Ripple Effect On AI Chips
Intel ($INTC) • By The Pragmatic Optimist • 2025-09-21
Broadcom – An AI Powerhouse With 20%+ Growth and a 44% FCF Margin
Broadcom ($AVGO) • By Rijnberk Investinsights • 2025-09-20
Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica Deal
Intel ($INTC) • By Irrational Analysis • 2025-09-19
Intel got Everything Except what it Really Wanted.
Intel ($INTC) • By Semiconductor Business Intelligence • 2025-09-19