There weren’t any S&P 500 earnings reactions yesterday…

But one stock stands out to us in the Engineering & Construction industry.

Construction Partners $ROAD isn’t a flashy name in tech or AI, but it doesn’t need to be. 

Intuit $INTU posted a double beat this quarter, exceeding revenue and earnings expectations.

Their strength comes from multiple engines:

• Small Business and Self-Employed Group revenue jumped, fueled by growth in QuickBooks Online and...

This past week delivered fewer high-profile reports, but the market reactions told us everything we needed to know.

We're seeing a consistent theme: mediocre results are getting punished, and even good reports aren't being rewarded like they...

While most retail names grapple with slowing demand and shrinking margins, Ralph Lauren $RL just keeps executing.

The company delivered another double beat this quarter, marking its 9th positive reaction in the last 11 earnings reports. ...

Palo Alto Networks $PANW delivered another double beat this quarter, topping revenue and earnings expectations.

However, the market slammed the stock by nearly 7% instead of rewarding the results.

This marked the 5th time in the last 7...

Home Depot $HD just can’t seem to turn the corner.

The company reported mixed results, and once again, the market punished the stock. 

This marks the 3rd negative earnings reaction in the last 5 quarters. 

It’s not hard to...

There weren’t any S&P 500 earnings reactions yesterday…

But over in small-cap land, one stock just made a statement.

Let’s talk about Porch Group $PRCH.

A $1 billion vertical software platform that serves the home services and...

Applied Materials $AMAT can’t catch a break.

The company reported mixed results last week, and the stock dropped 5.3% on Friday.

This marked its 5th consecutive negative earnings reaction. 

That’s not a one-off... 

...

Last week was packed with key reports, and while the numbers told one story, the reactions told another.

We saw some names break out to new highs. 

Others got slammed, even after solid results. 

A few quiet leaders...

Walmart $WMT just delivered mixed results, and the market punished the stock.

Shares slipped -0.5% on the day, marking the second consecutive negative earnings reaction for the world’s largest retailer.

It’s not that the numbers were...

There weren’t any earnings reactions in the S&P 500 yesterday…

But let’s talk about something way more interesting.

...

Simon Property Group $SPG just turned in mixed results, and the market wasn’t having it.

Shares dropped 6.2% following the release, marking the stock’s worst earnings reaction since 2009.

In a market that’s punishing anything less than...

NRG Energy $NRG didn't just beat earnings expectations, it torched them.

The company delivered a double beat, with a 53% upside earnings surprise and an 8% top-line beat.

The result? The stock exploded by over 26%, marking its best...

Monster Beverage $MNST has been quietly building pressure for years, and this quarter may have just been the catalyst it needed.

The company reported mixed results, but the stock still managed to climb 1.4%. 

They've now been rewarded...

Last week was packed with earnings events.

We heard from some of the biggest names in the market - including several Magnificent 7 giants, the world’s largest financial company (Berkshire Hathaway $BRK.A / $BRK.B), and plenty more.

There...

Occidental Petroleum $OXY didn’t blow the doors off this quarter.

Results were mixed, with some revenue softness and a slight beat on EPS, but you wouldn’t know it from the tape.

Shares exploded higher, logging their best earnings-day...

Uber $UBER reported mixed results this quarter, topping revenue, but missing EPS expectations. 

Instead of celebrating what seemed to be a decent quarter, the stock dipped 2.5% on the day.

That’s not what strength looks like.

...

Palantir $PLTR just delivered a double beat, with both revenue and earnings exceeding expectations. 

But you wouldn’t know it from the chart.

Despite the solid headline numbers, the stock suffered its worst earnings reaction in over a...

Berkshire Hathaway $BRK.B just delivered a double miss, falling short on revenue and earnings. 

But the real bombshell came later: Warren Buffett is stepping down as CEO at the end of 2025.

The result? Berkshire just logged its worst...

Two of the world's largest companies—Apple and Amazon—just delivered double beats… and the market couldn’t care less.

Amazon posted better-than-expected revenue and EPS, but finished the day slightly negative, marking its 4th...

Last week was awesome! 

We just heard from over a hundred S&P 500 components and learned about their recent performance, their management's thoughts, and much more.

There were some sweet earnings reactions. 

And some...

Microsoft $MSFT just reminded everyone what real leadership looks like.

The tech titan posted a double beat, with $3.46 in EPS on $70.07B in revenue, both topping estimates. 

That alone is impressive. 

But the price...

Visa $V delivered a clean double beat this quarter, and the market loved it.

They reported $2.76 EPS on $9.59B in revenue, but the price action really tells the story.

The stock initially fell by 3% at yesterday's open...

But the...

Teradyne $TER crushed expectations with another double beat this quarter.

They reported revenues of $699 million and EPS of $0.75, comfortably above Wall Street estimates.

But instead of celebrating, investors hit the sell button. ...