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The desk research, the way the analysts wrote it. 分析师原文研报,原汁原味呈现。

Showing the latest saved institutional reports.Refreshing the latest institutional reports. New buy-side and sell-side desk reports land here hourly — read the ones that touch what you hold. 正在显示最近保存的机构研报。正在刷新最新机构研报。买方与卖方研究每小时更新至此 —— 挑与你持仓相关的读。

The research the desks write for their clients — now on yours. 机构写给客户的研报 —— 现在也在你手中。
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Refreshing the latest reports…正在刷新最新研报…
Deutsche BankSELL

Clorox Aug 4

  • **Organic Sales Deterioration**: Organic sales down 13% (vs.
  • +1% category growth), signaling weak underlying demand; Q4 adjusted net income collapsed 43.1% YoY to $202M, gross profit dropped 9.7% to $834M.
  • **Revised EPS Guidance Downward**: FY27 EPS guidance lowered to $5.70–$6.00 (vs.
  • prior $5.84/$5.95), with FY27 adjusted EPS revised to $5.82 (down from $5.84), reflecting ERP inventory drawdown offsetting modest growth.
Aug 4, 2026 · 14:56 UTC
Goldman SachsSELL

GS Peter Callahan Tech SPOT PLTR ON TKO

  • **PLTR Earnings & AI Focus**: PLTR +15% with revenue estimates up 11% (to $12.87bn), Q2 US Commercial accelerating 16 pts y/y to 149% y/y, CEO’s AI growth emphasis driving sentiment shift.
  • **SPOT Mixed Signals**: Q2 Revs +15% y/y, GMs beat +30bps, Oil beat +2.5%, but "early inbounds" pushback signals limit upside potential amid market sentiment concerns.
  • **TKO Guidance vs WWE Risk**: FY2026 guidance raised ($75M Rev, $25M EBITDA) on World Cup demand, yet WWE results below consensus due to event timing, creating execution risk.
  • **Tech Catalysts & Overbought Tech**: Optical names (LITE +12%, CIEN +9%) driven by FCC import reports; Hyperscalers (MSFT, AMZN) overbought (14-day RSI >70), semis vs hyperscalers debate intensifying.
Aug 4, 2026 · 14:21 UTC
Goldman SachsSELL

GS Earnings Recap 8.4.26

  • **PLTR**: Commercial growth +150% YoY, Govt +90% YoY, revenue beat 7% above Street, EBIT margin +200bps, 2026 revenue guidance +6% vs Street - **ZBRA**: Q2 EPS $6.35 vs $4.36 consensus, Q3 EPS guidance +17-20% vs consensus, EBITDA margin 23.5-24% (vs 22% prior), strong margin expansion - **SNAP**: Margin expansion via scaling/revenue growth, buybacks to manage dilution, but RoW revenue miss and infrastructure costs guidance raised - **WMB**: $5.5bn acquisition (cash/debt + equity), major capital allocation event impacting portfolio flows - **HLNE**: Q2 beat 22% above Street, fee-paying AUM solid, flows $300-400mm better, relief rally potential amid worst YTD performance - **MPC**: Capital spend increased to $2.9bn for GC fractionation project, accelerated growth investment despite inflationary pressures
Aug 4, 2026 · 14:21 UTC

741 more institutional reports还有 741 篇机构研报

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Not investment advice. The Research Vault hosts third-party institutional research for reference and education. Highlighted reports are chosen for the quality of their argument, not as recommendations to buy or sell. Documents are provided by their authors; ratings and views are the authors', not ours. Access is metered and every download is watermarked — not for redistribution. 非投资建议。研报库仅收录第三方机构研究,供参考与学习之用。精选报告因其论证质量入选,并非买卖建议。文档由作者提供,其中评级与观点均属作者本人,与本平台无关。访问受配额限制,下载均加水印 —— 不得转发。

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