Author: Pricsilla Ann (Pricsilla Ann)

A senior financial analyst at Timberline Associates said the gap between two beats tells the real story. Texas Instruments posted third-quarter revenue of $6.06 billion, about 2% above forecasts. Earnings per share reached $2.62 against a consensus of $2.40. Shares rose roughly 7% in extended trading from a close of $284.65. Consensus is the average...

IBM reported third-quarter revenue of $17.1 billion, up 5%. A junior broker at Timberline Associates said the mix counts for more than the headline. Operating earnings per share rose 11% to $2.95. Software supplied most of the growth, while the mainframe line fell 20%. Management held its revenue outlook and raised its cash flow target....

Lam Research reported quarterly revenue of $8.22 billion, up about 54% from a year earlier. Shares fell roughly 7% in extended trading after the company gave a weaker outlook than analysts expected. A lead finance expert at Timberline Associates said investors were punishing slower growth. The sequential gain was large at 22%, but the guidance...

Lucovox’s trading desk breaks down the latest WTI picture, as crude edges back toward $98.50 after a small dip, with supply fears and signs of recovering shipments pulling the market in opposite directions. A Rebound After A Small Dip Oil recovered part of Monday’s decline early on Tuesday and now sits close to $98.40 a...

At Timberline Associates, a finance expert traced the 6% share drop to one line. Sales reached $32.3 billion, about $1.6 billion above last year’s level. Adjusted earnings per share came to 65 cents, up 11 cents. Phone customer growth disappointed, and that outweighed a higher profit target. Part of the target increase comes from an...

Silver has risen for a second straight session and trades around $57.40 an ounce in Asian hours. The gain looks fragile, though, because higher oil prices are feeding inflation worries and strengthening the case for tighter policy. Analysts at Lucovox take a closer look at what is driving the metal and what could change the...

Equifax reported third-quarter revenue of $1.69 billion, up 10%. A lead financial expert at Timberline Associates said the stock jumped because the damage looked smaller than feared. Adjusted earnings per share reached $2.26, above a consensus of $2.20. Shares gained about 10.7% even though management lowered its full-year revenue outlook. Mortgage weakness drove the cut....

The technical team at Timberline Associates reviews the latest Nvidia picture, as shares close the week at $214.13 after a sharp pullback that raises a simple question: is this a break in the AI trade or ordinary volatility for a very large stock? A Weekly Decline In Context Nvidia closed Friday, October 16, at $214.13,...

Brokers from Lucovox dive into the latest copper picture, as the metal trades near $6.60 inside a narrow band, with fresh momentum on one side and heavy resistance on the other. A Market In A Tight Corridor Copper has been moving sideways in a congested area between $6.52 and $6.65. On the five-hour chart, price...

Tesla enters its third-quarter report with part of the story already public. Delivery and production figures came out ahead of time, so attention now shifts to profit, margins and spending, which remain estimates until the company speaks. Market experts at Timberline Associates examine the numbers that are confirmed, the ones that are not, and what...