Should You Buy ServiceNow Now? A Beat That Went Nowhere
ServiceNow beat every line and re-accelerated cRPO to 21.5%, yet the gap-up vanished in 16 minutes. Why a beat went nowhere, and the $130 target.
#Earnings Analysis
7 posts
Intel +97% vs AMD +28%: Who Wins the Next Leg?
Intel +97% against AMD +28% after earnings, decomposed with P/S normalization, SOTP, and a cycle-peak scorecard. Targets: INTC $104, AMD $413.
Cloudflare -24% Crash: Fundamentals Intact, So Why?
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Cloudflare beat with revenue up 34% and still fell 24.3% in one session. We decompose the 1,100 layoffs, margin compression, and our $225 target.
Datadog +31%: AI-Dependence Fears Shattered in One Print
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A 32% revenue beat, FY26 guidance raised 7 points, and a re-accelerating non-AI cohort drove a 31% single-session surge. How we get to a $230 target.
DigitalOcean +413% in 1 Year: Decoding the 50% Guide Jump
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DigitalOcean double-beat, AI ARR rose 221%, and FY27 guidance jumped from 30% to over 50%, sending shares up 40% in a session. Our $185 target.
SanDisk +3,685% in 1 Year, Has the NAND Cycle Ended?
SanDisk posted revenue up 251% with 78.4% gross margin and $42B locked into multi-year contracts. The NBM model, and how we reach an $1,800 target.
ServiceNow -17% Crash: Why a Total Beat Got Crushed
ServiceNow beat on revenue, EPS, cRPO and FCF and still fell 17.75%. Dissecting the multiple compression: three quarters of cRPO deceleration, and Armis.