Aardvark Labs Capital Research
968 reports across 251 companies
2026-09-01
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CrowdStrike Holdings (CRWD)
Recap: Q2 FY27 Maintaining Hold on CrowdStrike: Billings Re-Accelerates to 29% and Net New ARR Jumps 51%, But a 20% Melt-Up to ~39x Sales Prices In the Fix -
IREN Limited (IREN)
Recap: Q4 FY26 AI Cloud Finally Outgrows Mining, and the Street Sells the Capex Guide Instead -
NVIDIA Corporation (NVDA)
Recap: Q2 FY27 A First Full-Year Guide at Roughly 70% Growth, Paid For With 350 Basis Points of Gross Margin and a $27 Billion Cash-Flow Swing -
Autodesk (ADSK)
Recap: Q2 FY27 The Deal Gets a Price Tag: Revenue Guide Up, Cash Guide Down, and the Forward Metrics Finally Matter -
Salesforce (CRM)
Recap: Q2 FY27 cRPO Clears the Guide and Claudeforce Lands, But the EPS Blowout Is a Portfolio Markup: Maintaining Outperform After a 25% Re-Rate -
Synopsys (SNPS)
Recap: Q3 FY26 Design IP Inflects and EDA Accelerates Into a Double-Digit Year: Upgrading Synopsys to Outperform
2026-08-29
2026-08-28
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Constellation Energy Corporation (CEG)
Recap: Q2 2026 The Contracting Pause Ended and PJM Capacity Cleared at Its Cap in the Same Quarter: Upgrading to Outperform -
Sea Limited (SE)
Recap: Q2 2026 Revenue Accelerates to +48% and Shopee's FY26 Profit Goal Rises to $1B, But Tax and Monee's Spread Eat the Net Income Line -
Bending Spoons S.p.A. (BSP)
Recap: Q2 2026 Beat the Print, Missed the Guide: Downgrading Bending Spoons to Underperform on Price, Not Performance -
Luckin Coffee (LKNCY)
Recap: Q2 2026 The Margin Trough Reversed in One Quarter. Same-Store Sales Got Worse. The First Fact Matters More. -
Aemetis (AMTX)
Recap: Q2 2026 Aemetis Q2: Operating Income Turns Positive for the First Time Since 2021, and Still Does Not Cover the Interest -
Applied Materials (AMAT)
Recap: Q3 FY26 Third Consecutive Cycle Raise, Q4 Guided 7% Above the Street, and the Stock Fell Anyway: Downgrading to Hold on Valuation, Not Execution
2026-08-27
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Zoom Communications (ZM)
Recap: Q2 FY27 Maintaining Outperform: The Street Sold a Three-Cent Guide Optic While Enterprise Hit a Three-Year High and the Strategic Portfolio Doubled to $3.8B -
Deere & Company (DE)
Recap: Q3 FY26 Deere's Beat Finally Comes From the Factory, Not the Refund Cheque, and the Stock Takes the Upgrade With It -
Analog Devices (ADI)
Recap: Q3 FY26 The First $4 Billion Quarter and a Record Q4 Guide Meet a Market That Had Already Paid for It: Maintaining Outperform -
Walmart (WMT)
Recap: Q2 FY27 Maintaining Outperform: A 9% De-Rate on a Comp Line the Government Set, While Underlying Operating Income Grew Four Times the U.S. Comp -
Sumitomo Mitsui Financial Group (SMFG)
Recap: Q1 FY27 A 17% Beat, the Americas Bad-Loan Book Down 31%, and No Call to Discuss Either
