Aardvark Labs Capital Research
1052 reports across 259 companies
2026-09-09
2026-09-04
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lululemon athletica (LULU)
Recap: Q2 FY26 The Last Engine Stalls: Downgrading lululemon to Underperform -
Oura (OURA)
Analysis: S-1 2026 Oura (OURA) S-1 Analysis: 74% Growth, a June-Quarter Operating Loss, and $210 Million of Equity Compensation Nobody Has Expensed -
Snowflake (SNOW)
Recap: Q2 FY27 The Quarter Cleared Every Test We Set. The Price Cleared Our Fair Value Range. -
Medtronic plc (MDT)
Recap: Q1 FY27 Strip the 53rd Week and It Still Accelerates: Seven Percent Underlying, a Revenue Raise, and a Beat Management Chose to Spend -
Bank of Montreal (BMO)
Recap: Q3 FY26 Record PPPT in Every Segment and 87% of the Growth Now Operating, but the Multiple Rose as Fast as the Return
2026-09-03
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The TJX Companies (TJX)
Recap: Q2 FY27 Marmaxx Comps to +1% and $0.14 of the $0.17 Beat Is a Tariff Refund: Downgrading TJX to Hold -
Marvell Technology (MRVL)
Recap: Q2 FY27 The Framework Went Up Again and the Stock Went Down 13.5%: Marvell Pays for Growth in Equity -
The Toronto-Dominion Bank (TD)
Recap: Q3 FY26 Sixteen Percent Arrives Years Early, and for the First Time the Fundamentals Gain on the Price -
Royal Bank of Canada (RY)
Recap: Q3 FY26 Costs Behaved, the Regulator Freed the Capital Ceiling, and Wealth Management Took Back 57% of the Growth -
Palo Alto Networks (PANW)
Recap: Q4 FY26 Everything Beat and the Stock Fell 9%: Gross Margin and a Lower FY27 Cash-Flow Guide Puncture a 79x Multiple. Downgrading PANW to Hold -
Dell Technologies (DELL)
Recap: Q2 FY27 The Memory-Margin Bear Case Died on Contact: ISG at 15%, a $95B Backlog, and a Back Half That Flipped From Ceiling to Ramp -
Broadcom (AVGO)
Recap: Q3 FY26 $115B for FY27, $230B for FY28, $30 of EPS: Broadcom Doubles the Framework Twice and the Stock Falls on a 0.7% Guide Shortfall
