As its network effect strengthens, we think the company can maintain its lead.
It's poised to capitalize on streaming trends and is trading well below what we think it's worth.
Its investor day shows that it's a major player in electrification and connectivity.
We expect it to continue to dominate its served markets.
We see a growth opportunity that could offer valuation upside.
The company's COVID-19 vaccine has shown the vast potential of its mRNA technology.
Compass Minerals will benefit from higher prices and lower costs.
We may be at the next inflection point for online learning.
Strong international performance and pharmacy margins helped in the first quarter.
Here's how we differ from the bears and why we think long-term fundamentals will improve.
As restrictions ease, we expect a sharp jump in demand.
We think JPMorgan and Wells Fargo are worth more with less uncertainty now.
But it's racking up significant operating losses as it does so.
We see pockets of growth for the world's largest custodian.
We believe our discounted cash flow approach best captures the company's complexity.
Its technology has the potential to change the world, but investing carries great uncertainty.
But the crisis will also accelerate the company's evolution from a reinvestment machine to one returning more capital to shareholders.
We think he’ll bring a much-needed new perspective to the company.
We look for the bottom in net interest income and trading.
Despite tremendous subscriber growth, there may not be enough leverage in the current business model.
It could bring more competition, but not enough to change our valuations.
The undervalued bank has good management and a stable franchise.
We don't think the market appreciates the company's long-term earnings power.
Here's our take on Clorox, Colgate-Palmolive, and Procter & Gamble.
The supermajor has introduced a new framework for shareholder returns.
Long-term investors may want to look at these stocks, which have strong fundamentals, product innovation, and bountiful demand from emerging markets.
We expect the EV maker to keep innovating to stay ahead of competitors.
Given their size, reach, and resources, these companies could dominate the sports-betting industry, which is projected to witness explosive growth.
The cloud transition brings too much uncertainty.
It may not be as bad as it looks.
The retailer looks like a compelling value as many rivals are closing their doors for good.
We value the company at $28.2 billion, reinforced by a sticky customer base and positive moat trend.
A rush to contactless payments may have lasting benefits for these companies.
We see more reasons to oppose a battery electric vehicle spin-off than to support one.
With its $40 billion bid, the chipmaker looks to corner the AI market.
Record-breaking fires are causing the market to overestimate the companies' financial risks.
Accelerated adoption of digital cloud-based operations with the pandemic has these companies seeing significant profit potential.
These stores are ready for September stockpiling--and they've developed diverse revenue streams to deal with classes coming online.
The company's ability to retain customers causes us to upgrade our rating.
These overvalued names are well-positioned to benefit from the staying power of the do-it-yourself trend, a switch in consumer spending patterns, and an acceleration in homebuilding activity.
Despite a tough quarter, we think the commercial real estate broker is undervalued.
This REIT should be better insulated from the deleterious impacts of the COVID-19 pandemic.
But the entire pipeline merits attention.
The global power company's dividend is yielding above 4%.
The wide-moat drugmaker's growth prospects are improving.
We expect near-term turbulence but healthy growth in the long term.
Investors are overlooking the narrow-moat company's mix shift in its business and sustainable free cash flow.
Strong cash flows support drug development and a dividend that yields above 4%.
2020 will be tough, but margins are set to expand.
We think the shares trade with an adequate margin of safety for long-term investors.