(MYEFO was out earlier this week)
Moody's says the MYEFO:
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ARM's 70% run-up may be too steep; TSM & ROKU offer value. Watch for pullbacks!
CECO surges 22% on strong revenue growth & buybacks; SNBR & WD face headwinds.
Paramount-WBD merger faces antitrust suit from subscribers. Deal value $110B, but consumer risk looms.
LMND revenue up 71%, loss ratio down to 63%. Trades at 60x '28 earnings, but growth potential is high.
FDP's 13.3x P/E, HY's 19.5x EV/EBITDA, GTX's 1.1x P/S show risks despite growth.
SMCI's 123% revenue jump & IREN's GPU financing signal AI server growth. Risks remain.
SCVL's EPS dropped 21.7% annually; TGT's gross margin is 28.1%. WRBY's EPS grew 134%!
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