NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
A record Q2 beat and raised guidance still haven't closed the gap to the March peak.
A record Q2 beat and raised guidance still haven't closed the gap to the March peak.
Record revenue, AI-first ARR tripling, and a stock at multi-year lows converge on one date.
A $20B fiber acquisition, 30M new passings, and the first full Frontier quarter drops this morning.
The market ignored the numbers and bought the strategy instead.
The market ignored the numbers and bought the strategy instead.
Defense demand is undeniable. The margin story is what needs answering now.
The FDA ruling changed what PM can legally say about ZYN. Q2 earnings this morning will show if the market…
The CFO already told you Q2 billing growth is running above a three-year high.
85% revenue growth and a Rule of 40 score of 145% meet the market's hardest question.
A rare disease dealmaker just bought its way into a new disease category with $5B in peak revenue potential.