PepsiCo Q3 2026 earnings preview: at a 52-week low, 14x forward earnings and a 4.7% dividend yield. We set a $142 base-case fair value and exit plan.
Bristol Myers Squibb pipeline readouts: milvexian, Cobenfy and admilparant data vs. the 2028 cliff. 9.7x forward P/E, 4% yield, $70 target.
Target (TGT) turnaround analysis: why 3.8% comps and a $2B reset signal real margin inflection beneath a one-time tariff refund, not just an earnings beat.
Allstate (ALL) posted an 86.6 combined ratio and 56% profit surge. At 9.57x forward earnings, why this P&C insurance turnaround points to a $295 fair value.
CME Group hit record June 2026 volume and launched 24/7 crypto derivatives. Why this wide-moat exchange at 18x forward earnings has ~27% upside.
