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 |
|---|---|---|
| 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 | MonotaRO Co Ltd | Q4 FY25 update: Strong Q4 confirmed, with guidance suggesting trajectory sustained into H1 FY26 |
| 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 |
| 27/01/2026 | General Motors Co | Q4 & FY25 update: Messy extraction from EVs and still politically sensitive |
| 27/01/2026 | Union Pacific Corp | Q4 FY25 update: Initial enthusiasm following the Norfolk Southern merger discussions wanes |
| 27/01/2026 | United Parcel Service Inc | Q4 FY25 update: A possible trough, but FY26 guidance suggests a muted recovery in prospect |
| 26/01/2026 | Ryanair Holdings | Q3 FY26 update: Competitive edge, albeit assuming Govt induced headwinds are evenly applied! |
| 22/01/2026 | Procter & Gamble Co | Q2 FY26 update: Growth lull persists |
| 22/01/2026 | Intel Corporation | Q4 FY25 update: One day perhaps, but clearly not today nor tomorrow from the unambitious Q1 guidance! |
| 21/01/2026 | Experian | Q3 FY26 IMS (sales) update: Well supported rating and trading trajectory thruoughout FY26 |
| 20/01/2026 | DocMorris AG | Q4 & FY25 IMS (sales) update: Belatedly getting into the race, but still well < critical mass in Rx |
| 13/01/2026 | Delta Air Lines Inc | Q4 FY25 update: Rating reflecting soft Q4, rather than an upbeat guidance for Q1 |
| 08/01/2026 | Marks & Spencer Group PLC | Q3 FY26 (IMS) update: Solid Xmas for Food, albeit it may need more to expunge the somewhat accident prone online record |
| 08/01/2026 | Tesco Plc | Q3 FY26 (IMS) update: Solid Q3 trading, while avoiding any major additional punititve cost headwinds in Reeves Nov budget |
| 08/01/2026 | Associated British Foods plc | Q1 FY26 (IMS - sales & guidance) update: UK & Sugar exposure = Spluttering on all cylinders! |
| 26/12/2025 | Barrick Mining Corporation | Tempted by a $4,500/oz Gold price? So probably is Mali and other Govt stakeholders! |
| 26/12/2025 | AngloGold Ashanti Ltd | As gold approaches $4,500/oz, but with the ore reserves often hostage to some unsavoury regimes |
| 17/12/2025 | BUNZL PLC | FY25 IMS (pre-close) update: Cheap, but underwhelming guidance for FY26 does little to help! |
| 16/12/2025 | Goodwin plc | H1 FY26 update: Solid trajectory for unchanged FY26 guidance, but rather thin on outlook beyond that |
| 04/12/2025 | John Wiley & Sons, Inc. Common | Q2 FY26 update: Unchanged guidance for FY26, albeit challenging on current trajectory |
| 02/12/2025 | Chevron Corporation | A play on Venezuela and potential sanction lifting should Maduro regime fall |
| 27/11/2025 | Flutter Entertainment PLC | UK Budget impact: Government extracts another 'pound of flesh' |
| 26/11/2025 | Alibaba Group Holding Ltd | Q2 FY26 update: If there weren't problems enough, domestic Tech giants embroil themselves in a turf war |
| 25/11/2025 | Compass Group ADR | FY25 IMS update: Riding the whirlwind |
| 19/11/2025 | MFE-MEDIAFOREUROPE NV | Q3 FY25 update: Scale advantage, or just building another European media tower of babel? |
| 19/11/2025 | TJX Companies Inc | Q3 FY26 update: Guidance finally starts to catch up with the recovering sales trajectory |
| 19/11/2025 | Baidu, Inc. | Q3 FY25 update: relief rally as the chip embargo eases, albeit evidence for a resumption in growth remains tenuous |
| 19/11/2025 | ResMed Inc | Re-visit following the 6 November White House Statement on Ozempic and Wegovy pricing |
| 19/11/2025 | Copa Holdings SA | Q3 FY25 update: Undemanding as trading momentum continues to build into Q4 and FY26 |
| 18/11/2025 | RTL Group | Q3 FY25 update: Premiere (Sky Deutschland) - the boomerang kid - oh the irony! |
| 18/11/2025 | Diploma Plc | FY25 results update: Solid organic sales trajectory thru FY25 confirmed, albeit the Acq ROIC disappoints |
| 15/11/2025 | JD.com | Q3 FY25 update: Price wars can be easier to start than to finish, let alone win. Still in scary phase! |
| 14/11/2025 | Walt Disney Co | Q4 FY25 update: More creative on hiding duff content than originating it |
| 14/11/2025 | NIBE Industrier AB | Q3 FY25 update: "in tune with the times because the transition to a fossil-free society is generally believed to be irreversible." - tell that to Trump! |
| 13/11/2025 | CISCO Systems Inc | Q1 FY26 update: Supplying the shovels, rather than mining AI itself |
| 13/11/2025 | ProSiebenSat.1 Media SE. | Q3 FY25 update: MFE now with 76% as P7S1 shareholders softened up by bleak trading outlook and a sweetened offer |
| Date | Company | Event |