Our Earnings Watch Parties aren’t about reacting to headlines.
They’re about decoding the truth and what it means for a stock’s valuation.
Because stocks don’t just fall when earnings are weak.
They fall when reality fails to match the assumptions already priced in.
In our latest Earnings Watch Party we covered:
- Whether Palo Alto Networks’ strategy supports its valuation.
- If Booking’s dominance creates upside potential.
- Whether Carvana’s turnaround reflects real profitability or misleading earnings.
- If DoorDash’s scale translates into sustainable Core Earnings.
- How Walmart’s positioning holds up in a shaky consumer economy.
- And much more.
If you care about earnings season, our Core Earnings framework changes how you see reported results.
Stocks discussed in this Earnings Watch Party include Palo Alto Networks (PANW), Booking (BKNG), Carvana (CVNA), DoorDash (DASH), Walmart (WMT), Deere (DE), Occidental Petroleum (OXY), Analog Devices (ADI), and more.
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This article was originally published on February 20, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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