Reports

Published note archive across current coverage.

Reports is the point-in-time published-note library. Each card emphasizes the latest note event, published stance, and report context, with a direct link into the print-friendly note view.

Current workspace signal and valuation are still shown as secondary context, but the primary artifact here is the published note and the stance that followed it.

28 published notesPrint-friendly formatPoint-in-time note archive

Coverage snapshot

Report updated: Apr 10, 2026

Curated public preview analysis with live price, filing metadata, and reported fundamentals overlays. Full live filing ingestion is not yet enabled.

Coverage currently spans twenty-eight companies: MSFT, NVDA, AAPL, GOOGL, AMZN, META, AVGO, ORCL, AMD, NFLX, V, MA, WMT, PG, JNJ, ADBE, CSCO, TXN, COST, KO, HD, PEP, QCOM, INTU, MCD, ADP, ABT, and IBM.

Published notes

ABT

Abbott Laboratories

Abbott looks like a steadier diversified healthcare hold than a hard-rating opportunity, with the current valuation spread still moderate rather than wide.

Published note metadata

Archive view

Latest note event

New

Published Apr 10, 2026

Report updated

Apr 10, 2026

Current published rating

Hold

Published Apr 10, 2026

Current workspace signal

Buy (Low confidence)

Current workspace valuation context

Fair value

$102

Upside / Downside

+15.2 upside

Note context

Published note summary

Started coverage with a Hold view on diversified healthcare quality and a moderate spread to fair value.

Trend / quality cue

Model-base statements

+5.5% revenue growth | 14.4% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

ADP

Automatic Data Processing, Inc.

ADP remains a high-quality payroll and HCM compounder, but the current setup still looks closer to Hold than to a wide-gap rerating case.

Published note metadata

Archive view

Latest note event

New

Published Apr 10, 2026

Report updated

Apr 10, 2026

Current published rating

Hold

Published Apr 10, 2026

Current workspace signal

Sell (Medium confidence)

Current workspace valuation context

Fair value

$194

Upside / Downside

-12.2 downside

Note context

Published note summary

Started coverage with a Hold view on recurring payroll economics and a still-contained spread to fair value.

Trend / quality cue

Model-base statements

+10.4% revenue growth | 21.7% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

IBM

International Business Machines Corporation

IBM now reads as a steadier Hold with improving enterprise execution, but the current valuation spread still looks moderate rather than especially wide.

Published note metadata

Archive view

Latest note event

New

Published Apr 10, 2026

Report updated

Apr 10, 2026

Current published rating

Hold

Published Apr 10, 2026

Current workspace signal

Hold (Low confidence)

Current workspace valuation context

Fair value

$234

Upside / Downside

+4.0 upside

Note context

Published note summary

Started coverage with a Hold view on improving enterprise execution and a still-contained spread to fair value.

Trend / quality cue

Model-base statements

+7.5% revenue growth | 18.2% FCF margin

Open published note Open company workspace

INTU

Intuit Inc.

Intuit still looks like a high-quality software compounder, but the current setup is better framed as Hold than as a wide-gap valuation opportunity.

Published note metadata

Archive view

Latest note event

New

Published Apr 10, 2026

Report updated

Apr 10, 2026

Current published rating

Hold

Published Apr 10, 2026

Current workspace signal

Buy (Medium confidence)

Current workspace valuation context

Fair value

$473

Upside / Downside

+23.3 upside

Note context

Published note summary

Started coverage with a Hold view on durable workflow economics and a still-contained spread to fair value.

Trend / quality cue

Model-base statements

+6.9% revenue growth | 29.9% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

MCD

McDonald's Corporation

McDonald's remains a high-quality global franchise, but the current setup still looks more like a disciplined Hold than a wide-gap valuation opportunity.

Published note metadata

Archive view

Latest note event

New

Published Apr 10, 2026

Report updated

Apr 10, 2026

Current published rating

Hold

Published Apr 10, 2026

Current workspace signal

Buy (Medium confidence)

Current workspace valuation context

Fair value

$330

Upside / Downside

+17.6 upside

Note context

Published note summary

Started coverage with a Hold view on durable franchise economics and a still-moderate spread to fair value.

Trend / quality cue

Model-base statements

+1.1% revenue growth | 33.1% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

PEP

PepsiCo, Inc.

PepsiCo remains a defensive cash compounder with broad category strength, but the current setup still reads as Hold rather than a wide-gap upside opportunity.

Published note metadata

Archive view

Latest note event

New

Published Apr 10, 2026

Report updated

Apr 10, 2026

Current published rating

Hold

Published Apr 10, 2026

Current workspace signal

Buy (Medium confidence)

Current workspace valuation context

Fair value

$166

Upside / Downside

+11.1 upside

Note context

Published note summary

Started coverage with a Hold view on durable category breadth and a still-contained spread to fair value.

Trend / quality cue

Model-base statements

+2.7% revenue growth | 9.3% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

QCOM

QUALCOMM Incorporated

Qualcomm now looks like a reasonable Buy candidate on current valuation, provided the model stays conservative on cycle timing and does not overstate any single handset recovery.

Published note metadata

Archive view

Latest note event

New

Published Apr 10, 2026

Report updated

Apr 10, 2026

Current published rating

Buy

Published Apr 10, 2026

Current workspace signal

Sell (Medium confidence)

Current workspace valuation context

Fair value

$142

Upside / Downside

-30.0 downside

Note context

Published note summary

Started coverage with a Buy view on a still-reasonable valuation versus durable wireless economics.

Trend / quality cue

Model-base statements

+10.0% revenue growth | 27.6% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

The Home Depot, Inc.

Home Depot still screens as a high-quality compounding retailer, but the current setup looks more like a disciplined Hold than a wide-gap upside case while the housing backdrop remains mixed.

Published note metadata

Archive view

Latest note event

New

Published Apr 10, 2026

Report updated

Apr 10, 2026

Current published rating

Hold

Published Apr 10, 2026

Current workspace signal

Buy (Medium confidence)

Current workspace valuation context

Fair value

$349

Upside / Downside

+12.4 upside

Note context

Published note summary

Started coverage with a Hold view on durable retail quality versus a still-mixed housing backdrop.

Trend / quality cue

Model-base statements

+7.9% revenue growth | 10.0% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

ADBE

Adobe Inc.

Adobe still looks like a high-quality software compounder with strong cash generation, and the current setup now screens as a more credible Buy after the multiple reset.

Published note metadata

Archive view

Latest note event

New

Published Apr 9, 2026

Report updated

Apr 9, 2026

Current published rating

Buy

Published Apr 9, 2026

Current workspace signal

Hold (High confidence)

Current workspace valuation context

Fair value

$270

Upside / Downside

+6.6 upside

Note context

Published note summary

Started coverage with a Buy view on durable software economics and a more attractive post-reset valuation.

Trend / quality cue

Model-base statements

+10.7% revenue growth | 38.2% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

CSCO

Cisco Systems, Inc.

Cisco remains a quality cash compounder with a healthier software and services mix, but the valuation setup still looks more like a disciplined Hold than a wide-gap rerating case.

Published note metadata

Archive view

Latest note event

New

Published Apr 9, 2026

Report updated

Apr 9, 2026

Current published rating

Hold

Published Apr 9, 2026

Current workspace signal

Sell (High confidence)

Current workspace valuation context

Fair value

$87

Upside / Downside

-23.6 downside

Note context

Published note summary

Started coverage with a Hold view on solid cash generation and a narrower valuation spread.

Trend / quality cue

Model-base statements

+3.3% revenue growth | 27.2% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

COST

Costco Wholesale Corporation

Costco remains an elite defensive compounder, but the current multiple already embeds much of that quality, leaving the setup closer to Hold than to a wide-gap upside case.

Published note metadata

Archive view

Latest note event

New

Published Apr 9, 2026

Report updated

Apr 9, 2026

Current published rating

Hold

Published Apr 9, 2026

Current workspace signal

Hold (Medium confidence)

Current workspace valuation context

Fair value

$1,040

Upside / Downside

-3.1 downside

Note context

Published note summary

Started coverage with a Hold view on elite retail quality but a still-demanding valuation.

Trend / quality cue

Model-base statements

+12.5% revenue growth | 3.4% FCF margin

Open published note Open company workspace

TXN

Texas Instruments Incorporated

Texas Instruments remains a high-quality analog franchise, but the current setup still reads more like a Hold than a wide-gap opportunity given where the cycle and multiple already sit.

Published note metadata

Archive view

Latest note event

New

Published Apr 9, 2026

Report updated

Apr 9, 2026

Current published rating

Hold

Published Apr 9, 2026

Current workspace signal

Hold (Medium confidence)

Current workspace valuation context

Fair value

$215

Upside / Downside

+0.2 upside

Note context

Published note summary

Started coverage with a Hold view on franchise quality versus a still-moderate spread to fair value.

Trend / quality cue

Model-base statements

+9.9% revenue growth | 30.5% FCF margin

Open published note Open company workspace

The Coca-Cola Company

Coca-Cola remains a durable defensive compounder with strong brand economics, but the current valuation spread still looks closer to Hold than to a high-conviction rerating case.

Published note metadata

Archive view

Latest note event

New

Published Apr 9, 2026

Report updated

Apr 9, 2026

Current published rating

Hold

Published Apr 9, 2026

Current workspace signal

Hold (Medium confidence)

Current workspace valuation context

Fair value

$82

Upside / Downside

-0.0 downside

Note context

Published note summary

Started coverage with a Hold view on defensive quality and a still-contained fair-value spread.

Trend / quality cue

Model-base statements

+2.3% revenue growth | 24.9% FCF margin

Open published note Open company workspace

JNJ

Johnson & Johnson

Johnson & Johnson brings diversified healthcare resilience and solid cash generation, but the current valuation spread still looks more like a steady Hold than a strong rerating case.

Published note metadata

Archive view

Latest note event

New

Published Apr 8, 2026

Report updated

Apr 8, 2026

Current published rating

Hold

Published Apr 8, 2026

Current workspace signal

Sell (Medium confidence)

Current workspace valuation context

Fair value

$167

Upside / Downside

-27.3 downside

Note context

Published note summary

Started coverage with a Hold view on healthcare resilience and a moderate fair-value spread.

Trend / quality cue

Model-base statements

+3.7% revenue growth | 21.8% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

Mastercard Incorporated

Mastercard combines high-quality payment-network economics with a still-supportive medium-term growth profile, and the current spread remains just wide enough to justify a Buy view.

Published note metadata

Archive view

Latest note event

New

Published Apr 8, 2026

Report updated

Apr 8, 2026

Current published rating

Buy

Published Apr 8, 2026

Current workspace signal

Buy (Medium confidence)

Current workspace valuation context

Fair value

$560

Upside / Downside

+11.1 upside

Note context

Published note summary

Started coverage with a Buy view on durable growth, margin quality, and still-positive fair-value spread.

Trend / quality cue

Model-base statements

+12.1% revenue growth | 47.5% FCF margin

Open published note Open company workspace

The Procter & Gamble Company

P&G still screens as a high-quality defensive compounder, but the current setup is better described as a steady Hold than a wide-gap valuation opportunity.

Published note metadata

Archive view

Latest note event

New

Published Apr 8, 2026

Report updated

Apr 8, 2026

Current published rating

Hold

Published Apr 8, 2026

Current workspace signal

Buy (Medium confidence)

Current workspace valuation context

Fair value

$176

Upside / Downside

+19.9 upside

Note context

Published note summary

Started coverage with a Hold view on defensive quality and a narrower valuation spread.

Trend / quality cue

Model-base statements

+3.2% revenue growth | 19.3% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

Visa Inc.

Visa remains a high-quality payments compounder with durable margins and cash generation, though the current setup looks more like a disciplined Hold than a wide-open upside case.

Published note metadata

Archive view

Latest note event

New

Published Apr 8, 2026

Report updated

Apr 8, 2026

Current published rating

Hold

Published Apr 8, 2026

Current workspace signal

Buy (High confidence)

Current workspace valuation context

Fair value

$364

Upside / Downside

+18.1 upside

Note context

Published note summary

Started coverage with a Hold view on durable quality versus a more modest valuation gap.

Trend / quality cue

Model-base statements

+10.9% revenue growth | 55.3% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

WMT

Walmart Inc.

Walmart offers defensiveness, scale, and improving mix quality, but the current setup still looks more like a disciplined Hold than a high-upside valuation case.

Published note metadata

Archive view

Latest note event

New

Published Apr 8, 2026

Report updated

Apr 8, 2026

Current published rating

Hold

Published Apr 8, 2026

Current workspace signal

Sell (Low confidence)

Current workspace valuation context

Fair value

$90

Upside / Downside

-30.5 downside

Note context

Published note summary

Started coverage with a Hold view on defensive quality versus a more modest fair-value spread.

Trend / quality cue

Model-base statements

+4.2% revenue growth | 3.1% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

Meta Platforms, Inc.

Meta continues to pair durable ad monetization with improving Reels and messaging economics, while AI investment and Reality Labs spend remain the main offsets.

Published note metadata

Archive view

Latest note event

Upgraded

Published Mar 20, 2026

Report updated

Mar 20, 2026

Current published rating

Buy

Published Mar 20, 2026

Current workspace signal

Hold (Medium confidence)

Current workspace valuation context

Fair value

$618

Upside / Downside

-1.6 downside

Note context

Published note summary

Upgraded to Buy as ad efficiency gains and AI monetization improved the fair value range.

Trend / quality cue

Model-base statements

+18.0% revenue growth | 36.1% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

NFLX

Netflix, Inc.

Netflix continues to benefit from subscription durability, pricing power, and a developing ad opportunity, but the current share price leaves less room for execution misses.

Published note metadata

Archive view

Latest note event

Downgraded

Published Mar 19, 2026

Report updated

Mar 19, 2026

Current published rating

Sell

Published Mar 19, 2026

Current workspace signal

Hold (Medium confidence)

Current workspace valuation context

Fair value

$97

Upside / Downside

-5.1 downside

Note context

Published note summary

Downgraded to Sell as valuation ran well ahead of our base-case cash-flow assumptions.

Trend / quality cue

Model-base statements

+15.1% revenue growth | 18.5% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

AMD

Advanced Micro Devices, Inc.

AMD remains a credible data-center and AI challenger with improving margin structure, though valuation still requires steady execution on both CPU and accelerator share gains.

Published note metadata

Archive view

Latest note event

Reiterated

Published Mar 18, 2026

Report updated

Mar 18, 2026

Current published rating

Hold

Published Mar 18, 2026

Current workspace signal

Sell (Medium confidence)

Current workspace valuation context

Fair value

$178

Upside / Downside

-60.3 downside

Note context

Published note summary

Maintained Hold as better server execution remains balanced by elevated expectations.

Trend / quality cue

Model-base statements

+21.9% revenue growth | 11.8% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

AVGO

Broadcom Inc.

Broadcom combines attractive AI networking and custom silicon exposure with high-quality infrastructure software cash flows, though post-deal leverage and elevated expectations keep the current view balanced.

Published note metadata

Archive view

Latest note event

Reiterated

Published Mar 18, 2026

Report updated

Mar 18, 2026

Current published rating

Hold

Published Mar 18, 2026

Current workspace signal

Sell (Medium confidence)

Current workspace valuation context

Fair value

$177

Upside / Downside

-57.6 downside

Note context

Published note summary

Maintained Hold as strong execution remains balanced by leverage and already-full expectations.

Trend / quality cue

Model-base statements

+33.0% revenue growth | 38.4% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

ORCL

Oracle Corporation

Oracle increasingly benefits from OCI backlog, database franchise durability, and higher cloud relevance, leaving room for upside as cloud infrastructure execution improves.

Published note metadata

Archive view

Latest note event

Upgraded

Published Mar 17, 2026

Report updated

Mar 17, 2026

Current published rating

Buy

Published Mar 17, 2026

Current workspace signal

Buy (Medium confidence)

Current workspace valuation context

Fair value

$168

Upside / Downside

+22.2 upside

Note context

Published note summary

Upgraded to Buy as OCI conversion and backlog durability improved the valuation range.

Trend / quality cue

Model-base statements

+9.1% revenue growth | 31.8% FCF margin

Open published note Open company workspace

GOOGL

Alphabet Inc.

Alphabet combines durable search economics with improving cloud profitability and expanding AI monetization, leaving the shares attractive relative to its cash generation.

Published note metadata

Archive view

Latest note event

Upgraded

Published Mar 16, 2026

Report updated

Mar 16, 2026

Current published rating

Buy

Published Mar 16, 2026

Current workspace signal

Sell (High confidence)

Current workspace valuation context

Fair value

$196

Upside / Downside

-49.5 downside

Note context

Published note summary

Upgraded to Buy as cloud margin progress and AI monetization improved the fair value range.

Trend / quality cue

Model-base statements

+13.0% revenue growth | 21.6% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

AMZN

Amazon.com, Inc.

Amazon continues to compound through AWS, advertising, and retail efficiency gains, with margin expansion still not fully reflected in current valuation assumptions.

Published note metadata

Archive view

Latest note event

New

Published Mar 15, 2026

Report updated

Mar 15, 2026

Current published rating

Buy

Published Mar 15, 2026

Current workspace signal

Sell (Low confidence)

Current workspace valuation context

Fair value

$231

Upside / Downside

-12.8 downside

Note context

Published note summary

Initiated coverage with a Buy view on AWS and retail margin normalization.

Trend / quality cue

Model-base statements

+11.0% revenue growth | 6.8% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

AAPL

Apple Inc.

Apple remains a premium ecosystem franchise with resilient installed-base monetization, though near-term device cycles and regulatory scrutiny keep upside more balanced.

Published note metadata

Archive view

Latest note event

Reiterated

Published Mar 15, 2026

Report updated

Mar 15, 2026

Current published rating

Hold

Published Mar 15, 2026

Current workspace signal

Sell (Medium confidence)

Current workspace valuation context

Fair value

$212

Upside / Downside

-29.9 downside

Note context

Published note summary

Maintained Hold as services resilience offset a still-balanced device outlook.

Trend / quality cue

Model-base statements

+2.0% revenue growth | 25.5% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace

MSFT

Microsoft Corporation

Microsoft retains high recurring revenue quality from enterprise cloud and productivity suites. Near-term operating leverage remains healthy despite elevated AI infrastructure spend.

Published note metadata

Archive view

Latest note event

Reiterated

Published Mar 14, 2026

Report updated

Mar 14, 2026

Current published rating

Buy

Published Mar 14, 2026

Current workspace signal

Buy (High confidence)

Current workspace valuation context

Fair value

$474

Upside / Downside

+27.0 upside

Note context

Published note summary

Maintained the Buy view as Azure checks and AI demand stayed supportive.

Trend / quality cue

Model-base statements

+14.0% revenue growth | 31.9% FCF margin

Open published note Open company workspace

NVDA

NVIDIA Corporation

NVIDIA continues to lead accelerated compute demand with sustained pricing power and superior software lock-in, though valuation embeds elevated growth durability assumptions.

Published note metadata

Archive view

Latest note event

Downgraded

Published Mar 12, 2026

Report updated

Mar 12, 2026

Current published rating

Hold

Published Mar 12, 2026

Current workspace signal

Sell (Medium confidence)

Current workspace valuation context

Fair value

$88

Upside / Downside

-52.1 downside

Note context

Published note summary

Shifted to Hold as valuation left less room for continued upside.

Trend / quality cue

Model-base statements

+83.9% revenue growth | 53.8% FCF margin

Model vs published view

Current model signal differs from the latest published analyst rating.

Open published note Open company workspace