The following was extracted from Morningstar: Applied Materials Earnings: Strong Outlook Aligns With Our Long-Term Thesis, but Shares Are Rich William Kerwin Feb 16, 2024 We maintain our $152 fair value estimate for wide-moat Applied Materials after the company's fiscal second-quarter outlook met our above-consensus model and aligned … [Read more...]
Mettler-Toledo International Inc. Morningstar report
The following was extracted from Morningstar: Mettler-Toledo Earnings: 2023 Revenue and 2024 Guidance Challenged by Weak Market Conditions Julie Utterback, Ava Gams Feb 9, 2024 We are maintaining our $880 fair value estimate for narrow-moat Mettler-Toledo as fourth-quarter and full-year 2023 results were about as expected. … [Read more...]
Waters Corporation Morningstar report
The following was extracted from Morningstar: Waters Earnings: 2024 Outlook Constrained by Ongoing Headwinds, but No Fair Value Estimate Change Julie Utterback Feb 6, 2024 Wide-moat Waters turned in a solid end to what wound up being a very challenging year for most life science companies and guided for more constraints in 2024. While … [Read more...]
Coca-Cola Co Morningstar report
The following was extracted from Morningstar: Wide-Moat Coke Fuels Growth With Product Innovation and Wider Distribution in Emerging Markets Dan Su Mar 14, 2024 Business Strategy and Outlook We award a wide economic moat rating to Coca-Cola and expect its impressive brand portfolio underpinning pricing power and close … [Read more...]
IDEXX Laboratories, Inc. Morningstar report
The following was extracted from Morningstar: Idexx Earnings: Solid Volume and Price Gains Propelled Robust Result Debbie Wang Feb 6, 2024 Narrow-moat Idexx Labs posted fourth-quarter and full-year results that were generally consistent with our top and bottom line estimates, and our projections for 2024 remain within the bounds of management’s … [Read more...]
S&P Global Inc Morningstar report
The following was extracted from Morningstar: S&P Global: Raising Our Fair Value Estimate by 4% Rajiv Bhatia Feb 29, 2024 After updating our model, we are raising our fair value estimate on S&P Global to $410 from $395. Relative to our previous model, we are increasing our 2024 revenue estimate by about 1% as we forecast ratings … [Read more...]
Unilever plc Morningstar report
The following was extracted from Morningstar: Unilever Earnings: In-Line Results With Positive Volumes and Beauty Segment Ahead Ioannis Pontikis Feb 8, 2024 Unilever's fourth-quarter and full-year 2023 results showed underlying sales growth of 4.7% and 7%, respectively, in line with company-compiled consensus and our estimates. In the fourth quarter, … [Read more...]
Walt Disney Co Morningstar report
The following was extracted from Morningstar: Disney: Changes Are on the Way Despite the Proxy Fight Victory Matthew Dolgin Apr 3, 2024 Walt Disney has won its proxy battle with Trian and other activist investors, as shareholders elected Disney’s entire recommended slate of directors. Trian and the two nominees it … [Read more...]
Fortinet Inc Morningstar report
The following was extracted from Morningstar: Fortinet Earnings: Increased Focus on Execution in Higher Growth Areas Is a Welcome Sight Malik Ahmed Khan Feb 7, 2024 We are increasing our fair value estimate for wide-moat Fortinet to $77 from $60 after the firm reported strong fourth-quarter results to close out fiscal 2023. Along with strong … [Read more...]
Starbucks Corporation Morningstar report
The following was extracted from Morningstar: Starbucks Earnings: Sales Disappoint, but Margin and Store Growth Encouraging Amid Mixed Quarter Sean Dunlop Jan 31, 2024 While wide-moat Starbucks' first-fiscal-quarter results fell short of our own forecasts and FactSet consensus estimates, we view progress toward its cost … [Read more...]
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