Some of the biggest names in the market have reported. Expectations were high. In some cases, extremely high. For example, even a double beat couldn’t push Palantir (PLTR) shares higher.
Which begs the question: are “good” results good enough to meet the high expectations priced into these stocks?
Because in this market, it’s not just about beating estimates.
It’s about clearing the real bar, the expectations for future cash flows for the life of the company. That’s what the stock price reflects.
This Friday, May 8th at 12pm ET, we’re combining our Monthly Podcast with our latest Earnings Watch Party to break it down.
We’ll analyze profitability, valuation, and expectations for future growth for:
- Advanced Micro Devices (AMD),
- Palantir (PLTR),
- Shopify (SHOP),
- Shell (SHEL),
- Arm Holdings (ARM),
- Arista Networks (ANET),
- McDonald’s (MCD),
- Novo Nordisk (NVO),
- Disney (DIS),
- Uber (UBER),
- and more
Some of these companies are priced for near perfection.
We’ll show you which ones are delivering…and which ones are falling short.
Get any questions to the front of the line by posting them ahead of time here.
For replays of past live podcasts, click here.
This article was originally published on May 6, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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