Alex Carter is the byline for StockVane's markets and macro commentary: sector trends, the rate cycle, and where the data says value is building. Pieces are researched and written from StockVane's own data and editorial process (see Editorial Standards) and reflect a point of view, not personalized investment advice.
Salesforce jumped 22.6% after its August report while our quant score sits at a D. At $238 and 21.8 times earnings, here is what the reported numbers say about Agentforce, margins, valuation, and the one…
AbbVie earns $3.54 a share on trailing numbers and about $10.25 on forward ones. Skyrizi and Rinvoq now make up 47% of sales after the Humira cliff. Here is which EPS to believe, a price…
50 of the 300 stocks we cover trade above 40 times earnings, and CrowdStrike sits at 6,254. Here is who is on the list, how fast they are really growing, and how much of the…
Disney revenue grew 7% last quarter while net income fell 52%, and the D quant grade sits beside a 95% buy consensus. Here is what streaming, ESPN and the parks explain about that gap, and…
Cintas, Costco, Micron and Accenture report within eight days and are worth about $1.7 trillion together. Each report tests a different assumption, from steadiness to a 346% revenue surge. Here is what each price already…
Boeing’s 71 times P/E rests on 2025 net income that came from selling a business, not building planes. The operating line lost $5.4 billion. Here is how the profit was made, why the ratio fails,…
Walmart trades at 38.7 times earnings while analysts expect about 8% profit growth. That is close to 5 turns of multiple for every growth point. Here is what the five-year record supports, and the revenue…
Palantir is priced at 261 times fiscal 2025 net income. We solved for what a 10% five-year return requires: net income compounding near 40% a year and a 40 times exit multiple. Only one corner…
I wrote that the Fed would cut on September 16. It did not: a Sept. 17 headline reads ‘first hike in 3 years.’ The framework held, and SPY sits 2.0% below its high while small…
Chips are no longer the scarce input for AI. Grid capacity is: PJM’s auctions clear at the price cap, turbine slots are booked into 2029, and the stocks have started to price it. Here is…