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Every report we have published, from full initiations to single-quarter thesis checks.

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Earnings Update

Alibaba’s Revenue Grew 2.7%. Its Pre-Tax Margin Collapsed

Revenue rose 2.7%, but pre-tax margin fell 9.2 points and EPS declined 17.9%. With no quarterly release or guidance supplied, the print supports caution rather than a fair-value reset.

BABA+1.3% to FV·SageNoodle Research·6 min

Stock Large Cap Technology

Earnings Update

Alphabet's Profit Rose, but Free Cash Flow Turned Negative

Alphabet delivered 24.2% revenue growth and a wider pre-tax margin. Negative free cash flow and an unexplained EPS jump keep fair value close to the market price.

GOOGL+1.8% to FV·SageNoodle Research·6 min

Stock Large Cap Technology