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StockOpine’s Newsletter

StockOpine

We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.

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Substack
PricingFreemiumPublishesTwice weekly
Issues304Founded5 years agoLast Issue3 days ago
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Latest Issues

Booking Holdings Q2’26: Resilient Execution & Expanded Cost Savings

Booking reported its Q2 2026 financial results few days ago, delivering another beat. Despite ongoing geopolitical headwinds due to the conflict in the Middle East which affects long-haul international travel and flight ticket growth, the b...

3 days ago
13

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.

Allegion reported its Q2 2026 financial results on July 23, delivering top and bottom line beats alongsi...

12 days ago
11
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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. Branded Checkout has stopped decelerating, Venmo is keeping up with its monetization momentum and the company i...

16 days ago
13

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.

There were no major surprises this quarter, with momentum remaining consistent with the end of Q1'26. The results surpassed bottom-line e...

18 days ago
13
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Evolution Q2'26: High-Stakes Grinding as RNG and Europe Step Up

Evolution’s Q2 2026 performance presents a picture of navigating regional headwinds while maintaining strict operational discipline. While group revenues faced a slight year-over-year decline due to ongoing volatility in Asia, a sequential...

24 days ago
9

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