Aardvark Labs Capital Research
366 reports across 83 companies
2026-05-22
2026-05-21
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Analog Devices (ADI)
Recap: Q2 FY26 Empower Semi Acquisition Adds Vertical Power for AI Accelerators; Data Center +90%, All Industrial Subsectors Firing, Record 73% GM — Outperform, Highest Conviction of Cycle -
Target Corporation (TGT)
Recap: Q1 FY26 Fiddelke's First Quarter as CEO Delivers Credible Inflection: Comp +5.6% Crushes +2% Guide on Traffic +4.4%, FY26 Sales Guide Raised — Upgrading to Outperform -
The TJX Companies (TJX)
Recap: Q1 FY27 HomeGoods Inflects to +9% Comp With Margin Approaching Marmaxx Levels; First Spain Store Opens to Strong Reception; FY27 Guide Raised Across the Board — Maintaining Outperform
2026-05-20
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Intuit (INTU)
Recap: Q3 FY26 Q3 FY26 Recap: Workforce Reduction is Org-Flattening Not Demand-Softening; DIY Business Model Pivots to Value-Based for Sub-$50K Segment — Maintaining Outperform -
NVIDIA Corporation (NVDA)
Recap: Q1 FY27 Demand Has Gone Parabolic: $82B Revenue, $91B Q2 Guide, Vera CPU Opens a $200B TAM, Anthropic Joins the Frontier Roster — Muted Reaction Is Positioning, Not Thesis -
Space Exploration Technologies Corp. (SPCX)
Analysis: S-1 2026 SpaceX (SPCX) S-1 Analysis: Largest IPO in History at $1.75T — Initiating at Hold on Sum-of-Parts Math vs. Indicated Valuation -
Intuit (INTU)
Flashcap: Q3 FY26 Q3 FY26 Flashcap: Beat + FY26 Raise Overshadowed by 17% Workforce Reduction; Stock -11% AH on AI-Margin Pivot Optics
