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Here's Why Carvana Gets the S&P 500 Nod Tomorrow (and Other Info for the Quarterly Index Rebalance)
Our favorite time of the quarter!
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Consensus Media
Full of Noise and Uncertainty: Recapping Salesforce Earnings
CRM initially spiked 9% in response to a big headline EPS beat, but topline shortfalls and lack of forward earnings upside in guidance alongside…
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Consensus Media
The Forward Margin Outlook, Ooph: Recapping Snowflake's Earnings
Snowflake shares are -5% in after hours trading in response to a solid print (excl.
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Consensus Media
Overdue For A Rip? The Setup Supports It: Previewing Salesforce Earnings
Take a look at where we stand here with Salesforce into the print - without a strong view to fundamentals, the setup looks very favorable with a low…
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Consensus Media
When Buyout? Recapping GitLab Earnings
A mixed quarter for GitLab, with weakness in NRR, billings, RPOs and gross margin:
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Consensus Media
Another Solid Print, but Valuation Remains Absurd: CrowdStrike Earnings Recap
Nothing to be truly upset about for CrowdStrike in the results below:
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Consensus Media
Clearing a High Bar: MongoDB Earnings Recap
The bar was high here after last quarter’s +38% single day reaction - and it appears that MDB cleared the bar:
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Consensus Media
Can Atlas Grow More Than 25.6% Y/Y? Consensus Expectations and Setup for MongoDB
The focus for MongoDB investors is squarely on Atlas revenue growth and customer count.
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Consensus Media
Earnings Setups for the Week Ahead: Marvell, GitLab, CrowdStrike, Snowflake, Salesforce, MongoDB, American Eagle, Okta, Asana, SentinelOne…
Winners and Losers Since Last Quarter:
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Consensus Media

November 2025

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