Pinterest Pre-earnings Analysis Pinterest is set to report earnings after market close today and investors are eager to hear about the companies monetization efforts when it comes to advertising and the use of AI. Names like Google and Meta reported strong ad revenue on their earnings, but it’s hard to tell if a smaller player like Pinterest has been able to capture company ad spending like Meta and Google have. Looking back, Pinterest has indeed proven itself in recent years, especially last year, when the company’s new advertising initiatives boosted revenue from their previous average of about 9% to 19% TTM (trailing twelve months). With the revenue growth came stronger net income, which is now at $1.86 billion…granted, about 1.6B...
Opendoor Technologies ($OPEN) Pre-earnings Analysis this was already a good buy before markets turned it into a meme stock, but unfortunately the fate of meme stocks is usually poor. One retail traders get too excited about a company, Wall Street has a way of keeping it down for a long time to discourage retail investors from holding / buying. Looking back at Opendoor's performance, they proved they can do really well in low interest rate environments. At the end of the day, this is a real estate stock that will benefit from flipping houses, but high rates slim down profit margins and sales. We saw that play out in real time when revenue declined from $15.57 billion in 2022 to...
Palantir (PLTR) Pre-earnings Analysis The cult-like army of Palantir is not going to like this analysis, but here it goes. If there is a bubble in the market, Palantir is one of its leaders. This company is a perfect example of investors buying into a story that has yet to take place, hoping it will be “different this time”. And although Palantir can continue rallying higher based on this story, it will eventually meet a day where investors turn their backs. Looking at Palantir as a business, the company is well managed and is growing in a low to mid double digit percentage rate. Revenue increased 39% last quarter and 36% before it. And net income has seem steady growth...
Amazon’s stock is enjoying a boost today following blowout earnings from Meta and Microsoft. Earnings from the two companies surpassed expectations, restoring confidence that big tech is sheltered from the impact of tariffs. However Amazon will be tested on this tomorrow as the company releases its own earnings. Out of the four large cap tech stocks to report this week (Amazon, Apple, Meta, and Microsoft), Amazon and Apple are probably most vulnerable to tariff impacts. Amazon’s online store sales generate the majority of their revenue, contributing $247 billion out of the total $638 billion last year. Products sold on Amazon are especially sensitive to trade uncertainty, so investors will be looking at some insights from Amazon’s leadership about those impacts...
As with most space exploration companies, Intuitive Machines is riding more on narrative than numbers. The story centers around the new space race, particularly in lunar exploration and data transmission from space to Earth, a key area where the company claims a competitive edge. While Intuitive Machines hasn’t independently launched any rockets, it has sent two lunar payloads aboard SpaceX Falcon 9 missions under NASA's Commercial Lunar Payload Services (CLPS) program. Of the two, only the IM‑1 “Odysseus” mission in early 2024 achieved a partial success, landing on the Moon but tipping over. Their second lander, IM‑2 “Athena”, failed to fully function after landing sideways in 2025 and couldn’t transmit as intended. Despite these setbacks, the company has maintained optimism,...
