Archive | Equity Research Cheat Sheets

Archive

XOM 3Q25 - Operational strength and macro headwinds. What's next? Bull case $156 Bear case $95

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RDDT 3Q25 - Beating all around. Bull case $300 Bear case $145

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AAPL F4Q25 - iPhone demand " "off the chart" says CEO Cook. Bull case $350 Bear case $225

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AMZN 3Q25 - The Amazon is big. Bull case $340 Bear case $195

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RBLX 3Q25 - Is beating and raising enough to beat future margin pressure? Bull case $180 Bear case $85

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CMG 3Q25 - 3 quarters of guidance cuts in a row. What's next? Bull case $58 Bear case $28

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META 3Q25 - worst case is they "pre-built for a couple of years" and grow into it says Zuck. Bull case $950 Bear case $520

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GOOG 3Q25 - Google means a lot. AI numbers going up everywhere. Bull case $360 Bear case $225

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MSFT 3Q25 - The more you make the more you spend. AI budgets going up. Bull case $700 Bear case $450

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FI 3Q25 - Fee, fi, foe, fum, WTF - CEO takes steps to clean mess. What's next? Bull case $135 Bear case $55

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BA 3Q25 - Methodical recovery, but execution risk remains high. What do you think? Bull case $287 Bear case $150

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ETSY 3Q25 - Slowing customers, weak margin guide, and a new CEO. What's next? Bull case $92 Bear case $52

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