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Bank of America doubles down on Google stock ahead of earnings
TheStreet75d agoneutral
Bank of America doubles down on Google stock ahead of earnings

Alphabet reports Q2 2026 earnings on July 22. Most investors going into the print are focused on Search growth and whether Cloud can sustain its acceleration. But Bank of America's latest note highlights something that could make the headline numbers look unusual: an estimated $80 billion boost to ...

Micron Has Strong Q3 Earnings and Rising Guidance. Is It a Buy?
24/7 Wall St.75d agobullish
Micron Has Strong Q3 Earnings and Rising Guidance. Is It a Buy?

Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.

UnitedHealth CFO sends stark warning after earnings
TheStreet75d agoneutral
UnitedHealth CFO sends stark warning after earnings

UnitedHealth Group (UNH) beat Wall Street's numbers on July 16, 2026, but its chief financial officer spent the earnings call making sure nobody mistook that result for a solved cost problem. The company beat earnings estimates by roughly 30%, and management raised full-year guidance well past ...

NRG Energy (NRG) Earnings Watch Puts Its Bullish Valuation Narrative To The Test
Simply Wall St.75d agoneutral
NRG Energy (NRG) Earnings Watch Puts Its Bullish Valuation Narrative To The Test

Upcoming earnings put NRG Energy in focus after recent stock pullback NRG Energy (NRG) has come under closer watch after its stock fell 2.74%, trailing the broader market, as investors look ahead to the company’s next earnings report on August 4, 2026. See our latest analysis for NRG Energy. Beyond the latest 2.74% daily drop, NRG Energy’s share price has been under pressure in recent weeks, with the 7 day and 90 day share price returns both in decline, while the 3 year total shareholder...

Eli Lilly (LLY) Stock Looks Undervalued On Fair Value Yet Full On Earnings
Simply Wall St.76d agoneutral
Eli Lilly (LLY) Stock Looks Undervalued On Fair Value Yet Full On Earnings

Eli Lilly stock has delivered a 406.3% return over the past five years, yet its latest valuation checks point to an unusual tension as the Discounted Cash Flow (DCF) intrinsic value suggests the shares trade at a discount while the broader scorecard still leans expensive. A roughly 5x gain over five years can signal that a lot of optimism is already reflected in Eli Lilly’s share price, putting more focus on what investors are paying for that growth story today. Expectations tied to obesity,...

Bank of America revamps Tesla forecast before earnings
TheStreet76d agoneutral
Bank of America revamps Tesla forecast before earnings

Tesla (TSLA) CEO Elon Musk, whom JPMorgan CEO Jamie Dimon once called “our Einstein", has had plenty on his plate lately. SpaceX’s (SPCX) latest Starship launch was aborted, sending the stock tumbling below its IPO price to $123.99 on Friday, 45% below its post-listing peak, according to ...

Powell Industries (POWL) Stock Looks Reasonable On Growth But Stretched On Earnings
Simply Wall St.76d agoneutral
Powell Industries (POWL) Stock Looks Reasonable On Growth But Stretched On Earnings

Powell Industries has delivered a very large 5 year return, yet its current valuation checks lean expensive rather than cheap, which puts the recent share price at the center of a valuation debate. Over the past 5 years, Powell Industries has returned about 25x, which sets a high bar for what the current price needs to justify. Investor attention is largely tied to demand for power and electrical gear in data center projects, while heavy recent share price swings highlight the risk that...

Tesla face 3 major headwinds heading into earnings report
TheStreet76d agoneutral
Tesla face 3 major headwinds heading into earnings report

Earlier this month, Tesla investors got some much-needed good news when the electric vehicle maker reported that it delivered more than 480,000 vehicles in the second quarter. The 25% year-over-year increase marked Tesla's best second-quarter performance, topping the 466,140 deliveries it reported ...