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 |
|---|---|---|
| 18/02/2026 | Verisk Analytics, Inc. | Q4 FY25 update: A relative AI defensive and interestingly priced after recent correction |
| 18/02/2026 | Celanese Corp | Q4 FY25 update: Still looks pretty grim, with limited evidence yet to support any recovery hopes |
| 18/02/2026 | InterContinental Hotels Group PLC | FY25 update: Still the better end of a weak sector |
| 15/02/2026 | Unilever NV | Q4 & FY25 update: Recovering APAC sales into H2, albeit with group guidance for FY26 remaining cautious |
| 12/02/2026 | Mercedes-Benz Group AG | Q4 FY25 prelims update: Potential, but still blighted by net zero and the hostile political agenda in Europe to private car ownership |
| 12/02/2026 | L'Oreal SA | FY25 update: Are investors running too strongly with the recovery narrative? |
| 12/02/2026 | RELX PLC | FY25 update: Knowledge broker ahead of AI commoditising information |
| 12/02/2026 | NIBE Industrier AB | Q4 FY25 update: "in tune with the times because the transition to a fossil-free society is generally believed to be irreversible." - or so they would hope! |
| 12/02/2026 | BIO-RAD LABORATORIES INC | Q4 FY25 update: No better than expected, while FY26 guidance offers thin gruel for recovery expectations |
| 11/02/2026 | Copa Holdings SA | Q4 FY25 update: Undemanding as capacity expands into improving regional prospects |
| 11/02/2026 | Kraft Heinz Co | Q4 FY25 update: Bleak outlook not improved by appointment of RFK as HHS Secretary |
| 11/02/2026 | CISCO Systems Inc | Q2 FY26 update: Supplying the shovels, rather than mining AI itself |
| 10/02/2026 | Marriott International Inc | Q4 FY25 update: Upbeat RevPar guidance for FY26 at odds with the deteriorating trajectory out of Q4 |
| 10/02/2026 | DuPont de Nemours Inc | Q4 FY25 update: For all the portfolio changes, we're left with a +LSD organic sales trajectory and an indeterminant FCF conversion! |
| 10/02/2026 | The Coca-Cola Co | Q4 FY24 update: As always, looks better on CER than actual FX and FCF! |
| 10/02/2026 | S&P Global Inc | Q4 FY25 update: riding the seemingly endless US bond issuance boom |
| 10/02/2026 | BP | Q4 FY25 update: Drab immediate outlook |
| 10/02/2026 | Japan Elevator Service Holdings Co Ltd | Q3 FY26 update: Better that expected, with Modernisation growth stepping up |
| 05/02/2026 | Barrick Mining Corporation | Q4 FY25 update: A unit cost of $1,400/oz is fine with gold at >$5k/oz, but what if Mgt forecasts for that to drop to $1,500/oz for FY27 & FY28 are correct? |
| 05/02/2026 | Vodafone Group | Q3 FY26 update: Superficially attractive until one sees the true underlying growth and where this comes from |
| 05/02/2026 | BT Group | Q3 FY26 update: Approaching CapEx cyclical peak - what then? |
| 05/02/2026 | Amazon.com, Inc. | Q4 FY25 update: Early stage AI investment ramp-up |
| 05/02/2026 | Thomson Reuters Ord Shs | Q4 FY25 update: Markets chase AI rainbow. Supported by current trading momentum and guidance, at least for now! |
| 05/02/2026 | Shell plc | Q4 FY25 update: short term directionless, longer term more interesting |
| 05/02/2026 | Compass Group ADR | Q1 FY26 IMS (sales) update: Riding the whirlwind |
| 04/02/2026 | PepsiCo Inc | Q4 FY25 update: A flagging growth story |
| 04/02/2026 | Alphabet Inc. A voting shares | Q4 FY25 update: AI + 600lbs gorilla = potential King Kong/Regulatory nightmare! |
| 03/02/2026 | Gartner Inc | Q4 & FY25 update: AI will eat their lunch |
| 03/02/2026 | Advanced Micro Devices Inc | Q4 FY25 update: Playing catch-up in the AI stampede |
| 03/02/2026 | Pfizer Inc | Q4 FY25 prelims update: Morlocks treating the (awakening) Eloi |
| 03/02/2026 | Sartorius AG | Q4 FY25 update: Past the nadiir, albeit the rating still seems to be expecting a lot more |
| 03/02/2026 | Publicis Groupe | Q4 FY25 update: New business wins continue to drive >sector growth, but AI challenge still looms |
| 03/02/2026 | MonotaRO Co Ltd | Q4 FY25 update: Strong Q4 confirmed, with guidance suggesting trajectory sustained into H1 FY26 |
| 03/02/2026 | WW Grainger Inc | Q4 FY25 update: Punchy organic revenue growth guidance for FY26 |
| 02/02/2026 | Walt Disney Co | Q1 FY26 update: More musical chairs, but will anything really changed? |
| 30/01/2026 | Chevron Corporation | A play on Venezuela and sanction lifting and production redevelopment |
| 30/01/2026 | LyondellBasell Industries NV | Q4 FY25 update: Still more falling knife, than recovery play |
| 30/01/2026 | Exxon Mobile Corp | Q4 FY25 update: U/S production & Refiner Margin surge continues to offset weaker U/S price realisations, just! |
| 30/01/2026 | Verizon | Q4 FY25 update: Big premium being paid to buy back assets sold a decade ago. Not a great way to improve CROIC! |
| 30/01/2026 | Colgate-Palmolive Co | Q4 FY25 update: Improved 'organic' revenue growth flattered by inflationary pricing across LatAm & Africa |
| 30/01/2026 | Air Products and Chemicals, Inc | Q1 FY26 update: The dangers of relying on ‘green energy’ and fickle political winds! |
| 29/01/2026 | Norfolk Southern Corp | Q4 FY25 update: Limited immediate appeal on either valuation or trading momentum grounds as merger prospects wane |
| 29/01/2026 | Comcast Corp | Q4 FY25 update: Another mixed delivery while still looking like the +LSD growth proposition being priced into the rating |
| 29/01/2026 | Apple Inc. | Q1 FY26 update: Brushing aside tariff headwinds, while projecting an improving sales trajectory |
| 29/01/2026 | Eastman Chemical Co | Q4 FY25 update: Perhaps approaching the trading bottom, albeit with limited immediate recovery appeal |
| 29/01/2026 | ResMed Inc | Q2 FY26 update: Solid trajectory and undemanding valuation, as long as cheaper Ozempic and Wegovy don't 'eat their lunch' |
| 28/01/2026 | AT&T | Q4 FY25 update: Solid end to FY25, but what happens when Starlink connects directly to mobiles in a couple of years? |
| 28/01/2026 | Meta Platforms Inc | Q4 FY25 update: Strong revenue trajectory into 2026 to fund AI investment |
| 27/01/2026 | LVMH Moet Hennessy Louis Vuitton SE | Q4 & FY25 update: Past the nadir, but facing an underwhelming recovery |
| 27/01/2026 | PPG Industries Inc | Q4 FY25 update: Soft margin start to FY26 and still lacking a positive catalyst |
| Date | Company | Event |