US Stocks

Meta Platforms, Inc. stock analysis: revenue up 28% to $228B but earnings down 13.4% on AI spending; stock near a two-year low, Opportunity 43/100.

Sandisk Corporation stock analysis: a 56.5% net margin and a 50-fold run meet a 40/100 Opportunity score as the memory cycle nears a peak.

The Boeing Company stock analysis: breakeven operating margin and a 75x P/E keep BA at Sell despite a 3.4% FCF yield.

Roblox Corporation stock analysis: revenue up 35.9% TTM but negative margins and heavy leverage keep RBLX at Hold near 2-year lows.

Amphenol Corporation stock analysis: revenue up 55% and an 82/100 growth score, but a 39x P/E near the two-year high keeps the model at Hold.

Alphabet Inc. stock analysis: an 88/100 quality score meets a 31/100 opportunity score as the stock nears its two-year high on a 0.5% FCF yield.

Salesforce, Inc. stock analysis: $17.7B free cash flow and an 8.4% FCF yield at a 23x P/E put the model at Buy, with revenue growth slowing to 10.8%.