Archive - StockOpine’s Newsletter

Allegion plc (ALLE): Q2 2026 Earnings

Allegion reported its Q2 2026 financial results on July 23, delivering top and bottom line beats alongside a full-year guidance raise.

Aug 2 • StockOpine

July 2026

PayPal Q2'26 Review: Paying Up for a Pivot

Enrique Lores has completed his second quarter as CEO and the market’s reaction to the beat and raise narrative suggests relief.

Jul 30 • StockOpine

POOL Corp Q2'26: Maintenance Resilience Amidst a Continued Downcycle

There were no major surprises this quarter, with momentum remaining consistent with the end of Q1'26.

Jul 28 • StockOpine

Evolution Q2'26: High-Stakes Grinding as RNG and Europe Step Up

Evolution’s Q2 2026 performance presents a complex picture of a company navigating severe regional cross-currents while maintaining strict operational…

Jul 22 • StockOpine

ASML Q2'26: Accelerating Demand Drives Another Guidance Raise

Record installed base sales, capacity expansion plans, and High-NA EUV reaching a critical production milestone.

Jul 19 • StockOpine

The Anatomy of an Economic Moat

Economic Moat: Why Great Products Don't Guarantee Great Returns

Jul 12 • StockOpine

Valuation update: Evolution AB ($EVO)

Our DCF model reveals significant upside

Jul 5 • StockOpine

June 2026

Amazon's $13B Bet, Alphabet's Global Move, and Sunbelt Rentals Earnings Review

Portfolio News #32

Jun 28 • StockOpine

Adobe Q2 FY26: Attractive Valuation vs Strategic Pivot Uncertainty

Record Top-line, Aggressive User Acquisition and a New Financial Lead

Jun 23 • StockOpine

Alphabet’s $80B Move, Evolution’s Heavy Buying, and the Anthropic Standoff

Portfolio News #31

Jun 9 • StockOpine

Waymo's "Ojai" Launch, Nikon's Move Against ASML and Adyen's C-Suite Shift

Portfolio News #30

Jun 1 • StockOpine

May 2026

Intuit’s Upmarket Pivot: Buying the 20% Sell-Off

This quarter marked a strategic bifurcation for Intuit, characterized by a positive momentum in its high-value segments alongside a massive…

May 29 • StockOpine

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