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 |
|---|---|---|
| 27/10/2026 | United Parcel Service Inc | Q2 FY26 update: A possible trough, but now with recovery a hostage to macro considerations |
| 27/10/2026 | PayPal Holdings Inc | Q3 FY26 update: Respite on Q2's transactional margin erosion, albeit longer term structural/competitive challenges remain |
| 26/10/2026 | Verizon | Q3 FY26 update: churning the portfolio, but to little obvious beneficial effect |
| 26/10/2026 | Atresmedia | Q3 FY26 IMS (sales) update: Limited appeal unless wannabe EU media moguls are still interested in old media trophy assets |
| 22/10/2026 | L'Oreal SA | Q3 FY26 IMS (sales) update: sustaining the end 2025 recovery trajectory across the first 9 months of 2026 |
| 22/10/2026 | Comcast Corp | Q3 FY26 update: Cunning plan to unbundle tired legacy assets into new pots and pretend that will make a difference! |
| 22/10/2026 | RELX PLC | Q3 FY26 IMS update: Knowledge broker ahead of AI commoditising information |
| 22/10/2026 | Intel Corporation | Q2 FY26 update: After years of false dawns, perhaps hope does finally spring eternal! |
| 22/10/2026 | InterContinental Hotels Group PLC | Q3 FY26 IMS update: Share price rally running out of puff in face of flagging China RevPar |
| 22/10/2026 | Nestle | Q3 FY26 IMS (sales) update: A not unattractive rating, on easing feedstock cost inflation and stable volumes. That is if you don't mind oily non-chocolates! |
| 22/10/2026 | Norfolk Southern Corp | Q3 FY26 update: Limited immediate appeal on either valuation or trading momentum grounds as merger prospects wane |
| 22/10/2026 | Ipsos | Q3 FY26 IMS (sales) update: Still uncompelling |
| 22/10/2026 | Rentokil Initial | Q3 FY26 IMS (sales) update: relief bounce that N.Am Residential Pest Control leads have turned positive (into Oct) |
| 22/10/2026 | Rentokil Initial (ADS) | Q3 FY26 IMS (sales) update: relief bounce that N.Am Residential Pest Control leads have turned positive (into Oct) |
| 21/10/2026 | AT&T | Q3 FY26 update: Still chugging along with +LSG growth and sub 5% CROIC, but what happens when Starlink connects directly to mobiles in a couple of years? |
| 21/10/2026 | Akzo Nobel | Q3 FY26 update: Holding FY26 guidance notwithstanding the reversal of last year's feedstock price reduction |
| 21/10/2026 | Omnicom Group Inc | Q3 FY26 update: Dumping stragglers & shedding costs, but not clients while also tackling the AI challenge - a busy year post IPG merger! |
| 20/10/2026 | General Motors Co | Q3 FY26 update: Like a sausage, it's better not to know how the results are constructed! |
| 20/10/2026 | BUNZL PLC | Q3 FY26 IMS update: Stalled & awaiting FY27 guidance |
| 15/10/2026 | DocMorris AG | Q3 FY26 IMS (sales) update: Belatedly getting into the race, but still well < critical mass in Rx |
| 15/10/2026 | Lagardere SCA | Q3 FY26 IMS (sales) update: Trading CROIC for illusory growth |
| 14/10/2026 | Havas NV | Q3 FY26 IMS (sales): Investing spare cash into other Bollore connected entities has an unfortunate whiff about it! |
| 13/10/2026 | Publicis Groupe | Q3 FY26 IMS (sales) update: New business wins and acquisition a/c distracts from the missing -€2.1bn from the H1 cash flow statement reconciliation to the B/S movts |
| 12/10/2026 | Delta Air Lines Inc | Q3 FY26 update: Putin supply deal suggests a jet fuel price tailwind for FY27 |
| 08/10/2026 | Tesco Plc | H1 FY27 update: Solid leader, but in a still challenging domestic market |
| 08/10/2026 | PepsiCo Inc | Q3 FY26 update: A flagging growth story |
| 24/09/2026 | Paramount Skydance Corp | Regulatory clearance for $111bn acquisition of WBD - now leap-frogged into top tier D2C streaming platform |
| 17/09/2026 | PayPal Holdings Inc | Q2 FY26 update: The Yahoo of online payment platforms? - markets still seem to think so! |
| 03/09/2026 | John Wiley & Sons, Inc. Common | Q1 FY27 update: Still a only a +LSD growth prospect in terms of valuation discount |
| 01/09/2026 | BUNZL PLC | H1 FY26 update: Cheap, but still with an under-whelming guidance that does little to help! |
| 28/08/2026 | Goodwin plc | FY26 update: A suprise release on Friday afternoon ahead of the August bank holiday! |
| 26/08/2026 | NVIDIA Corporation | Q2 FY27 update: Still leveraging is early mover advantage supplying the weapons for emerging AI war (albeit also by part funding it!) |
| 21/08/2026 | NIBE Industrier AB | Q2 FY26 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! |
| 20/08/2026 | Alibaba Group Holding Ltd | Q1 FY27 update: The tip of the CCP spear for AI disruption, but what about the commercial returns for investors? |
| 19/08/2026 | DocMorris AG | H1 FY26 update: Belatedly getting into the race, but still well < critical mass in Rx |
| 19/08/2026 | TJX Companies Inc | Q2 FY27 update: US fashion retail sales flagging after bumper Q1 |
| 18/08/2026 | Baidu, Inc. | Q2 FY26 update: AI is the new front line in the CCP's challenge to the West |
| 12/08/2026 | InterContinental Hotels Group PLC | H1 FY26 update: Still the better end of a weak sector |
| 11/08/2026 | Middleby Corp | Q2 FY26 update: Flipping the script from failed acquistions to dismemberment - a lot of huf and puff, but with little to show for it all! |
| 11/08/2026 | RTL Group | H1 FY26 update: Premiere (Sky Deutschland) - the boomerang kid - oh the irony! |
| 10/08/2026 | Barrick Mining Corporation | Q2 FY26 update: Still tracking a little below guidance on unit costs, the rest is down to your gold price expectations |
| 06/08/2026 | Deutsche Telekom | Q2 FY26 update: Trading remains broadly supportive of +3.5-4.5% CAGR growth discount range on the stock |
| 06/08/2026 | Diageo | FY26 update: US tequila hangover and Gen Z aren't 'drinkers' |
| 06/08/2026 | Warner Bros. Discovery Inc | Q2 FY26 update: Swaety palms time for Paramount Skydance's $110.9bn/$31 ps offer as deadlines approach |
| 06/08/2026 | Howmet Aerospace Inc | Q2 FY26 update: Surfing with a favourable tide in turbine blade demand |
| 06/08/2026 | ResMed Inc | Q4 FY26 update: Correction following the pre-results rally probably well deserved |
| 06/08/2026 | Rational AG | Q2 FY26 update: Not expensive, but a little limp, excluding the unexpected IEEPA tariff refund |
| 06/08/2026 | Japan Elevator Service Holdings Co Ltd | Q1 FY27 update: A still appealing equity narrative at a discounted price |
| 05/08/2026 | Kraft Heinz Co | Q2 FY26 update: Bleak outlook not improved by appointment of RFK as HHS Secretary |
| 05/08/2026 | Thomson Reuters Ord Shs | Q2 FY26 update: The consensus - "I know this steak doesn’t exist .. ignorance is bliss!" |
| Date | Company | Event |