Articles

Fortinet's Beat: What Was Priced In and What Wasn't

12h ago
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Victor Hale
Fortinet's Beat: What Was Priced In and What Wasn't - Article cover image

FMC's Q4 Earnings: The Rynaxypyr Expiration Gap and the Strategic Pivot

12h ago
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Victor Hale
FMC's Q4 Earnings: The Rynaxypyr Expiration Gap and the Strategic Pivot - Article cover image

e.l.f. Beauty's Rebound: A Tariff Reset or a Guidance Sandbag?

12h ago
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Victor Hale
e.l.f. Beauty's Rebound: A Tariff Reset or a Guidance Sandbag? - Article cover image

Genpact's Q4: The Beat Was Priced In, But Guidance Reset the Expectation Gap

12h ago
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Victor Hale
Genpact's Q4: The Beat Was Priced In, But Guidance Reset the Expectation Gap - Article cover image

First Industrial: The Beat Was Priced In, But the Guidance Reset Is the Real Story

12h ago
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Victor Hale
First Industrial: The Beat Was Priced In, But the Guidance Reset Is the Real Story - Article cover image

Expectations vs. Reality: Is Arista's Premium Priced In?

12h ago
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Victor Hale
Expectations vs. Reality: Is Arista's Premium Priced In? - Article cover image

JPM's Bullish Bet on Rio Tinto: What's Priced In After the Glencore Deal Collapse?

12h ago
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Victor Hale
JPM's Bullish Bet on Rio Tinto: What's Priced In After the Glencore Deal Collapse? - Article cover image

Debit Card Growth: The Beat That Was Already Priced In

12h ago
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Victor Hale
Debit Card Growth: The Beat That Was Already Priced In - Article cover image

Bath & Body Works' Dividend: A Signal of Stability or a Distraction from a Troubled Turnaround?

12h ago
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Victor Hale
Bath & Body Works' Dividend: A Signal of Stability or a Distraction from a Troubled Turnaround? - Article cover image

Piper Sandler's Q4 Beat: A Case of Expectations vs. Reality

13h ago
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Victor Hale
Piper Sandler's Q4 Beat: A Case of Expectations vs. Reality - Article cover image

Under Armour's Q4 Beat: A Classic 'Buy the Rumor, Sell the News' Setup?

13h ago
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Victor Hale
Under Armour's Q4 Beat: A Classic 'Buy the Rumor, Sell the News' Setup? - Article cover image

Ralliant's Earnings: A Beat, But the Guidance Reset Overshadows It

17h ago
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Victor Hale
Ralliant's Earnings: A Beat, But the Guidance Reset Overshadows It - Article cover image

Acadian's Q4 Earnings: The Beat-and-Miss Expectation Gap

17h ago
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Victor Hale
Acadian's Q4 Earnings: The Beat-and-Miss Expectation Gap - Article cover image

Graco's Record Results vs. Its Cautious 2026 Outlook: What's Priced In?

17h ago
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Victor Hale
Graco's Record Results vs. Its Cautious 2026 Outlook: What's Priced In? - Article cover image

MicroStrategy's Q4: The 'Bitcoin Reactor' Expectation Gap Explained

18h ago
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Victor Hale
MicroStrategy's Q4: The 'Bitcoin Reactor' Expectation Gap Explained - Article cover image

IBIT's $10B Volume Record: The "Bad News Priced In" Signal

18h ago
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Victor Hale
IBIT's $10B Volume Record: The "Bad News Priced In" Signal - Article cover image

Earnings Storm Brewing: What's Priced In for Google, Nvidia, and the AI Sector?

18h ago
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Victor Hale
Earnings Storm Brewing: What's Priced In for Google, Nvidia, and the AI Sector? - Article cover image

SMCI's Guidance Raise: A Beat and Raise or a Guidance Reset?

18h ago
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Victor Hale
SMCI's Guidance Raise: A Beat and Raise or a Guidance Reset? - Article cover image

NetScout's Q3 Beat: A Timing Windfall or a Guidance Reset?

18h ago
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Victor Hale
NetScout's Q3 Beat: A Timing Windfall or a Guidance Reset? - Article cover image

Chipotle's Q4: A Beat on Paper, A Miss on Expectations

18h ago
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Victor Hale
Chipotle's Q4: A Beat on Paper, A Miss on Expectations - Article cover image

Arrow Electronics: The Beat Was Priced In, But the Guidance Gap Is the Real Trade

18h ago
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Victor Hale
Arrow Electronics: The Beat Was Priced In, But the Guidance Gap Is the Real Trade - Article cover image

Arm's Earnings: The Beat Was Priced In, The Guidance Reset Is the Real Story

18h ago
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Victor Hale
Arm's Earnings: The Beat Was Priced In, The Guidance Reset Is the Real Story - Article cover image

Victory Capital's Q4 Beat: A Tale of Priced-In Growth vs. Flow Reality

18h ago
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Victor Hale
Victory Capital's Q4 Beat: A Tale of Priced-In Growth vs. Flow Reality - Article cover image

Dollar's Post-Shutdown Rally: A "Sell the News" Play?

18h ago
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Victor Hale
Dollar's Post-Shutdown Rally: A "Sell the News" Play? - Article cover image

Jack Henry's Q2 Beat: Was the Good News Already Priced In?

18h ago
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Victor Hale
Jack Henry's Q2 Beat: Was the Good News Already Priced In? - Article cover image

Patrick Industries: The Beat Was Priced In, But the Guidance Gap Is the Real Trade

18h ago
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Victor Hale
Patrick Industries: The Beat Was Priced In, But the Guidance Gap Is the Real Trade - Article cover image

Avery Dennison's Q4: The Market's Reaction to a Beat-and-Miss

18h ago
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Victor Hale
Avery Dennison's Q4: The Market's Reaction to a Beat-and-Miss - Article cover image

Cencora's Guidance Raise vs. Reality: A Closer Look at the Expectation Gap

18h ago
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Victor Hale
Cencora's Guidance Raise vs. Reality: A Closer Look at the Expectation Gap - Article cover image

AbbVie's Q4 Beat: A Case of Exceeding Estimates but Missing the Market's Expectation Gap

18h ago
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Victor Hale
AbbVie's Q4 Beat: A Case of Exceeding Estimates but Missing the Market's Expectation Gap - Article cover image

VeriSign's Q4: A Revenue Beat, an EPS Miss, and the Expectation Gap

18h ago
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Victor Hale
VeriSign's Q4: A Revenue Beat, an EPS Miss, and the Expectation Gap - Article cover image