US Stock Research
[BUY] Interactive Brokers (NASDAQ: IBKR) – Record DARTs and Account Growth Reset the Earnings Power
Interactive Brokers closed at US$86.97 on 29 May ahead of its monthly metrics release for May 2026, and the print that followed has reset the upside...
[BUY] Walmart (NYSE: WMT) – Share Gains and Digital Flywheel Drive the Next Leg
Walmart closed down 7.3% after its 1Q26 earnings beat and management reiterated full-year guidance, creating what we think is an attractive entry...
[BUY] MongoDB (MDB): The AI Data Layer Play With a Clear Path to $4bn Revenue
MongoDB (MDB) is rated a Buy with a US$360 price target, implying 8 per cent upside. The thesis rests on Atlas cloud consumption growth, an AI-native product strategy, and an earnings trajectory that compresses the P/E from 55x to 36x by FY29.
[BUY] Upwork (NASDAQ: UPWK) – Restructuring Sharpens the Margin Story
Upwork delivered a Q1'26 result that landed on the right side of a bifurcated narrative. Revenues came in around the midpoint of guidance at $195mn,...
[BUY] Eli Lilly (LLY): Foundayo Reframes the Oral GLP-1 Story
LLY Buy with ~37% upside to ~US$1,283. 1Q26 EPS US$8.55 beat US$6.77, 2026 guide raised to US$82-85bn. Foundayo oral GLP-1 hits 8k prescribers in 3 weeks, 80% new incretin patients.
[HOLD] Tesla (NASDAQ: TSLA) A Strong Q1 But No Free Cash Flow Until 2028
Tesla (NASDAQ: TSLA) A Strong Q1 But No Free Cash Flow Until 2028 Tesla just delivered a first quarter result that was stronger than the market...
[BUY] Corvus Pharmaceuticals (CRVS) – Novel and Differentiated Contender in Auto-Immune and Hematology
Corvus Pharmaceuticals has developed soquelitinib, a first-in-class oral ITK inhibitor targeting moderate-to-severe atopic dermatitis and relapsed/refractory peripheral T cell lymphoma. We initiate at Buy with a 12-month price target of $40.
[BUY] Broadcom (AVGO) – Three Hyperscaler Partnerships Lock In the Custom Silicon Growth Story
Broadcom has cemented its position as the dominant custom silicon and AI networking partner across the three largest US hyperscalers in the space of...
[BUY] Netflix (NFLX) – Platform Momentum and the Case for Re-Rating
Netflix (NFLX) - Platform Momentum and the Case for Re-Rating Netflix has pulled back 18% over the past six months while the broader S&P 500 has...
[BUY] Waters Corporation (WAT) – An Attractive Entry Point in Life Sciences
Waters Corporation (WAT) - An Attractive Entry Point in Life Sciences Waters Corporation has pulled back meaningfully following its first-quarter...