Coverage stock updates
Don’t forget, amongst the various features and valuation tools within the GrowthRater WebApp are regular commentary updates. Last month’s include the below:
Recent comment updates
| Date | Company | Event |
|---|---|---|
| 30/04/2026 | Volkswagen | Q1 FY26 update: Managed decline for as long as the net-zero numpties remain in control |
| 30/04/2026 | Stellantis NV | Q1 FY26 IMS (sales) update: Partial rebound reflecting the weak comparative and past provisioning rather than evidence of any real progress |
| 30/04/2026 | BIO-RAD LABORATORIES INC | Q1 FY26 update: Yet another false dawn as revenues slide again. |
| 30/04/2026 | Unilever NV | Q1 FY26 IMS (sales) update: Food de-merger into McCormak offers some cost synergy benefits to spice up an otherwise muted growth story |
| 30/04/2026 | ResMed Inc | Q3 FY26 update: Solid quarter, with dfd revs suggesting more of the same for Q4, albeit gross margins may have peaked |
| 29/04/2026 | Ford Motor Co | Q1 FY25 update: 'Drill baby drill' boon for America's favorite gas guzzler manufacturers |
| 29/04/2026 | Meta Platforms Inc | Q1 FY26 update: Strong revenue trajectory to fund AI investment and now to the point of also being able to start firing staff! |
| 29/04/2026 | Alphabet Inc. A voting shares | Q1 FY26 update: AI + 600lbs gorilla = potential King Kong/Regulatory nightmare! |
| 29/04/2026 | Amazon.com, Inc. | Q1 FY26 update: AI is not your usual tech investment cycle |
| 29/04/2026 | Mercedes-Benz Group AG | Q1 FY26 update: Potential, but still blighted by net zero and the hostile political agenda in Europe to private car ownership |
| 29/04/2026 | PPG Industries Inc | Q1 FY25 update: Soft margin start to FY26 and still lacking a positive catalyst |
| 29/04/2026 | Royal Unibrew | Q1 FY26 update: Transformation into a 'fizzy-pop' business probably sensible with Gen-Z |
| 29/04/2026 | Verisk Analytics, Inc. | Q1 FY25 update: A relative AI defensive and interestingly priced after recent correction on professional publishers |
| 29/04/2026 | Universal Music Group NV | Q1 FY26 IMS (sales) update: FX mismatch and a modest ROIC on recent Downtown acquisition |
| 28/04/2026 | S&P Global Inc | Q1 FY26 update: riding the seemingly endless US bond issuance boom |
| 28/04/2026 | Omnicom Group Inc | Q1 FY26 update: Dumping stragglers & shedding costs, but not clients while also tackling the AI challenge - a busy year post IPG merger! |
| 28/04/2026 | BP | Q1 FY25 update: Mid/Downstream surge ahead of lagged U/S price spike from Q2 |
| 28/04/2026 | General Motors Co | Q1 FY26 update: Messy extraction from EVs and still politically sensitive |
| 28/04/2026 | Canal+ SA | Q1 FY26 IMS (sales) update: Not a compelling growth vehicle |
| 28/04/2026 | United Parcel Service Inc | Q1 FY26 update: A possible trough, albeit rising oil/fuel prices might also suggest disappointment on the pace of any subsequent recovery |
| 28/04/2026 | WPP | Q1 FY26 IMS (sales) update: No worse that expected, but still without tangible evidence yet for recovery |
| 27/04/2026 | Verizon | Q1 FY26 update: Big premium paid to buy back assets sold a decade ago. Not a great way to improve CROIC! |
| 24/04/2026 | Procter & Gamble Co | Q3 FY26 update: Ongoing backwash from previous aggressive pricing actions |
| 23/04/2026 | Intel Corporation | Q1 FY26 update: After years of false dawns, perhaps hope does finally spring eternal! |
| 23/04/2026 | Nestle | Q1 FY26 IMS (sales) update: A not unattractive rating, on easing feedstock cost inflation and stable volumes, notwithstanding price increases |
| 23/04/2026 | Norfolk Southern Corp | Q1 FY26 update: Limited immediate appeal on either valuation or trading momentum grounds as merger prospects wane |
| 23/04/2026 | Atresmedia | Q1 FY26 IMS (sales) update: Limited appeal unless wannabe EU media moguls are still interested in old media trophy assets |
| 23/04/2026 | Orange SA | Q1 FY26 update: Potential A&ME growth play, for those interested! |
| 23/04/2026 | Union Pacific Corp | Q1 FY26 update: Initial enthusiasm following the Norfolk Southern merger discussions wanes |
| 23/04/2026 | Sartorius AG | Q1 FY26 update: Past the nadiir, albeit the rating still seems to be expecting more |
| 23/04/2026 | Renault | Q1 FY26 IMS (sales) update: Solid start to FY26, particularly from Europe, albeit in a thin seasonal quarter |
| 23/04/2026 | Comcast Corp | Q1 FY26 update: Versant spin-out may offer a cosmetic boost for the rump, but little incremental value accretion for the whole |
| 23/04/2026 | bioMerieux SA | Q1 FY26 IMS (sales) update: An unfortunate correlation between falling vaccination rates and flu infections and sales |
| 22/04/2026 | AT&T | Q1 FY26 update: Still chugging along with +LSG growth, but what happens when Starlink connects directly to mobiles in a couple of years? |
| 22/04/2026 | Akzo Nobel | Q1 FY26 update: Gulf conflict and oil price rises threaten to reverse last year's margin tailwinds from lower feedstock prices |
| 22/04/2026 | Danone | Q1 FY26 IMS (sales) update: Contaminants vs the healthy marketing image |
| 22/04/2026 | BUNZL PLC | Q1 FY26 IMS (sales) update: Cheap, but the under-whelming guidance re-iterated for FY26 does little to help! |
| 22/04/2026 | L'Oreal SA | Q1 FY26 IMS (sales) update: Year-end sales rally sustained into early FY26. |
| 21/04/2026 | Associated British Foods plc | H1 FY26 update: UK & Sugar exposure = Spluttering on all cylinders! |
| 20/04/2026 | M&C Saatchi | FY25 update: Superficially cheap, but still a bit nasty for those who haven't forgotten and while the threat from AI looms larger |
| 16/04/2026 | Lagardere SCA | Q1 FY26 IMS (sales) update: Still a low growth proposition, despite the corporate re-packaging |
| 16/04/2026 | Ipsos | Q1 FY26 IMS (sales) update: Not expensive , but either is it compellingly priced given the soft trading start to 2026 and uncertain longer term growth prospects |
| 16/04/2026 | PepsiCo Inc | Q1 FY26 update: A flagging growth story |
| 16/04/2026 | DocMorris AG | Q1 FY26 IMS (sales) update: Belatedly getting into the race, but still well < critical mass in Rx |
| 16/04/2026 | Tesco Plc | FY26 update: shares priced at lower end of growth rating range, which perhaps befits the eroding sales growth trajectory into FY27 |
| 16/04/2026 | Rentokil Initial | Q1 FY26 IMS (sales) update: Good enough to highlight the still modest growth rating |
| 16/04/2026 | Rentokil Initial (ADS) | Q1 FY26 IMS (sales) update: Good enough to highlight the still modest growth rating |
| 14/04/2026 | Publicis Groupe | Q1 FY26 update: Another solid top-line growth, notwithstanding ME&A reversals. |
| 13/04/2026 | LVMH Moet Hennessy Louis Vuitton SE | Q1 FY26 IMS (sales) update: Past the nadir, but facing an underwhelming recovery, particularly following the Gulf flare-up |
| 09/04/2026 | DT. Lufthansa | Q4 FY25 update: Mkts may focus on the Gulf flare-up, but the real war remains with the EU/Net-Zero agenda |
| Date | Company | Event |