Aardvark Labs Capital Research
623 reports across 133 companies
2026-07-27
2026-07-26
2026-07-24
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Intel Corporation (INTC)
Recap: Q2 2026 A Blowout Print the Stock Had Already Bought: Downgrading to Hold as the Seventh Straight Beat Fades to a Loss -
NextEra Energy (NEE)
Recap: Q2 2026 A Strong Standalone Quarter Meets a Two-Year Merger Gauntlet: Downgrading NextEra to Hold -
Texas Instruments (TXN)
Recap: Q2 2026 The Beat That Fell 3%: Every End Market Is Now Growing and Autos Have Inflected, But a +70% YTD Run Has Priced In the Cycle. Downgrading to Hold. -
Philip Morris International (PM)
Recap: Q2 2026 A Big Beat, ZYN Ultra Lands, and the Round-Trip Back to All-Time Highs: Downgrading to Hold at ~23x -
Comcast Corporation (CMCSA)
Recap: Q2 2026 The Separation Management Ruled Out, a Buyback Paused, and a Downgrade Back to Hold
2026-07-23
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International Business Machines Corporation (IBM)
Recap: Q2 2026 The Reacceleration Thesis Cracks: After a Record Crash and a Cut Guide, We Step Back to Hold on IBM -
Tesla (TSLA)
Recap: Q2 2026 Record Deliveries, a 1.4% Operating Margin: The Investment Cycle Has Arrived on the Income Statement -
ServiceNow (NOW)
Recap: Q2 2026 Q2 2026 Recap: ServiceNow Beats Everything, Crosses $1B AI ACV, and the Tape Sells the Pop. Maintaining Outperform on a De-Rated Multiple -
Alphabet (GOOGL)
Recap: Q2 2026 The Quarter the AI Buildout Outran the Cash Flow: Cloud +82% and a $514B Backlog, Paid For With Equity -
Chubb Limited (CB)
Recap: Q2 2026 The Best Compounding Print of Our Coverage Meets a Deleted "Double-Digit": Downgrading to Hold as the Soft Market Reaches Casualty -
GE Vernova (GEV)
Recap: Q2 2026 The De-Rating Has Begun: A $24B Order Quarter, a Doubled Cash Guide, and an 8.7% Sell-Off That Pulls GE Vernova Toward Our Entry Zone
