Aktienanalysen

Airbnb Stock After Q2 2026: Growth Is Reaccelerating—And the Product Is Becoming Bigger Than Stays

Airbnb revenue grew 17% and free cash flow reached $1.3 billion in Q2 2026. I examine app growth, Services and Experiences, margins, regulation and ABNB valuation.

Mehr lesen

Caterpillar Stock After Q2 2026: A Cyclical Company Is Starting to Look Structural

Caterpillar delivered its first $20 billion-plus quarter as sales rose 24% and adjusted EPS reached $8.17. I examine Power & Energy, backlog, margins, tariffs and CAT valuation.

Mehr lesen

Eli Lilly Stock After Q2 2026: Tirzepatide Is Becoming a Franchise, Not a Drug

Eli Lilly’s Q2 revenue jumped 48% to $23 billion as Mounjaro and Zepbound dominated growth. I examine obesity economics, pipeline depth, pricing, manufacturing and LLY valuation.

Mehr lesen

Coinbase Stock After Q2 2026: The Exchange Is Becoming Infrastructure

Coinbase reached record crypto trading market share, $20 billion of average USDC held and 48% of net revenue from subscriptions and services. I examine the Everything Exchange thesis and COIN.

Mehr lesen

Uber Stock After Q2 2026: The Cash Machine Is Here—Now Robotaxis Become the Real Test

Uber generated $2.8 billion of Q2 free cash flow and more than $10 billion over the last twelve months. I examine platform economics, delivery, robotaxis and UBER valuation.

Mehr lesen

Apple Stock After Q3 2026: Services, Siri AI and the Question of How Much Growth a $3 Trillion Company Can Still Find

Apple delivered record June-quarter revenue of $109.4 billion, with iPhone, Mac and Services all setting records. I examine Services, Siri AI, tariffs, margins and AAPL valuation.

Mehr lesen

Microsoft Stock After FY2026: Azure Passed $100 Billion—Now the AI Capex Has to Earn Its Keep

Microsoft closed FY2026 with $331.8 billion of revenue, Azure above $100 billion annually and 30 million Copilot seats. I examine cloud growth, AI capex, margins and MSFT valuation.

Mehr lesen

Meta Stock After Q2 2026: AI Is Working—But the Capital Bill Is Becoming the Story

Meta’s Q2 revenue rose 28%, but capex climbed above $31 billion and free cash flow nearly vanished. I examine AI monetization, margins, Reality Labs and META valuation.

Mehr lesen

AMD Stock After Q2 2026: AI Revenue Is Exploding—But Nvidia Still Sets the Bar

AMD’s Q2 revenue jumped 50% and Data Center sales more than doubled. I examine Instinct, EPYC, Helios, margins, AI economics and whether AMD stock still offers value.

Mehr lesen

Palantir Stock After Q2 2026: The Growth Is Real—So Is the Valuation Risk

Palantir’s Q2 2026 revenue grew 93% as U.S. commercial sales surged 149%. I examine AIP economics, margins, valuation, risks and what PLTR must deliver next.

Mehr lesen