Archive | Equity Research Cheat Sheets

Archive

LRCX 3Q25 - Record everything. What are you going to do next? Bull case $210 Bear case $95

Cheat Sheets

TSLA 3Q25 - FSD and surgeon robots to save the day? Bull case $650 Bear case $280

Cheat Sheets

QS 3Q25 - First ever invoices. Cash through the end of the decade. Bull case $42. Bear case $5

Cheat Sheets

IBM 3Q25 - Mixed signals. Beat and raise with disappointing outlook? Bull case $380 Bear case $210

Cheat Sheets

ISRG 3Q25 - Da Vinci 5 - Leonardo would be proud. Bull case $800 Bear case $425

Cheat Sheets

TXN 3Q25 - Disappointing outlook. What's next? Bull case $245 Bear case $125

Cheat Sheets

NFLX 3Q25 - Uninspiring q? Down $80 after hours. What's next. Bull case $1,550 Bear case $800

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PHM - Housing stall? Bull case $160 Bear case $85

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LMT 3Q25 - "unprecedented demand" says CEO. Bull case $650 Bear case $420

Cheat Sheets

MMM 3Q25 - Paper chase. Bull case $200. Bear case $130.

Cheat Sheets

PM 3Q25 - Peak Zyn? Bull case $215 Bear case $115

Cheat Sheets

GM 3Q25 - Raising numbers. What's next? Bull case $92 Bear case $48

Cheat Sheets

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