Aardvark Labs Capital Research

516 reports across 118 companies

2026-06-24

Micron Technology (MU)

Outperform

Recap: Q3 FY26 Micron FQ3 FY2026: The Take-or-Pay Floor Changes the Math, and We Upgrade to Outperform
FedEx Corporation (FDX)

Hold

Recap: Q4 FY26 The Catalyst Has Played Out: FedEx Clears Its Raised FY26 Guide and Completes a Clean Freight Spin, but an 18x Parcel Pure-Play Has Made the Easy Money — Downgrade to Hold
Carnival Corporation & plc (CCL)

Outperform

Recap: Q2 FY26 The Fuel Year Becomes the Cost Year: A Record Q2, a Transitory Europe Yield Cut Offset Dollar-for-Dollar, and a Balance-Sheet Inflection

2026-06-18

Accenture plc (ACN)

Hold

Recap: Q3 FY26 Downgrading to Hold: A Headline Beat Masks a Bookings Rollover, a Margin Re-Compression, and a Guide Cut — the $9B Debt-Funded M&A Pivot Confirms the AI Squeeze on the Core

2026-06-13

Bending Spoons S.p.A. (BSP)

Hold

Analysis: S-1 2026 Bending Spoons (BSP): A Genuine Danaher-of-Consumer-Software Playbook, Reportedly Seeking ~$20B — Initiating at Hold, Fair Value $13-16B

2026-06-11

Adobe (ADBE)

Hold

Recap: Q2 FY26 Beat, Raise, and a White Flag on the Old Scoreboard: Freemium Pivot Cuts Organic ARR to ~8%, the CFO Exits Mid-CEO-Search — Downgrading to Hold