r/stocks

TARG

$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B.

REDDIT / solacelabx / May 1, 2026

**TL;DR:** Doximity (DOCS) is a digital platform used by 80% of U.S. physicians for collaboration, telehealth, and medical news. They make money by charging pharma companies for targeted marketing access. The stock sold off because pharma clients delayed ad budgets …

Target$28.44

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SELL

Should investors be concerned about ASML?

REDDIT / Designer_Respect4285 / Apr 30, 2026

Due to recent developments 'm no longer convinced ASML has alpha as benchmarked against other high quality semi conductor names. 1. DeepSeek's performance Writers for the MIT Technological Review recently discussed DeepSeek's performance and were incredibly impressed, putting it only …

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POST

US Economy Grew 2% Amid Iran Oil Shock

REDDIT / QuantumQuicksilver / Apr 30, 2026

GDP just came in at 2% annualized growth for Q1, which is actually a pretty solid number considering everything going on. For context, last quarter was basically flat at 0.5%, partly because of that six-week government shutdown dragging everything down. …

POST

Trading is the only way I've made actual money in the past. I need some refresher information.

REDDIT / whttevrr / Apr 30, 2026

I was able to make some money before but... I mistakenly believed in some dreck a few years back and lost almost all of my profits. Like, back to square one, hold on to my remaining duckets kind of losses. …

POST

$SNDK EPS $23.41vs $14 Est, Guidance of $33 EPS (+10,762% YoY), Shares -6% AH

REDDIT / thelastsubject123 / Apr 30, 2026

3Q26 Results: |Metric|Q3 2026 Actual|YoY Growth| |:-|:-|:-| |Revenue|$5.95 Billion|\+251.0% (vs. $1.695B)| |Non-GAAP EPS|$23.41|Turnaround (vs. -$0.30)| |GAAP Net Income|$3.62 Billion|Turnaround (vs. -$1.93B)| **4Q26 Guidance:** |**Metric**|**Q4 2026 Guidance (Midpoint)**|**Implied YoY Growth**| |:-|:-|:-| |**Revenue**|$8.00 Billion ($7.75B – $8.25B)|**+320.8%** (vs. $1.901B)| |**Non-GAAP EPS**|$31.50 ($30.00 …

BUY

SanDisk Q3 revenue surges 251%, crushes Wall Street targets on datacenter growth

REDDIT / app1310 / Apr 30, 2026

Sandisk on Thursday reported 251% jump in its third quarter revenue that sailed past Wall Street expectations helped by strong demand for datacenter offerings and higher prices. Wall Street has grown increasingly bullish on SanDisk in recent weeks, citing tight …

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POST

Fidelity Contrafund and Spacex IPO

REDDIT / Todayjunyer / Apr 30, 2026

So I have been holding contrafund for awhile. From what I’ve read, Fidelity has then valued at about 350B company. The public knowledge says they are going to IPO at about 1.75T. This is quite a jump. Will contrafund holdings …

POST

AAPL nothing in the report about AI???

REDDIT / california_explorer / Apr 30, 2026

Nothing at all on AI announcement, integration, breakthroughs. **CUPERTINO, CALIFORNIA** Apple today announced financial results for its fiscal 2026 second quarter ended March 28, 2026. The Company posted quarterly revenue of $111.2 billion, up 17 percent year over year. Diluted …

POST

AAPL Quarterly Revenue $111.2 billion (up 17% YoY)

REDDIT / Not69Batman / Apr 30, 2026

**AAPL Q2 2026 (Jan-Mar 2026) Quarterly Results** Revenue = $111.2 billion (up 17% YoY) Net Income = $29.58 billion (up 19% YoY) Earnings Per Share = $2.01 (up 22% YoY) Revenue by Segment * iPhone = $57 billion (up 22% …

POST

The market doesn’t reward “good companies” it rewards changing expectations

REDDIT / BenjaminScott09 / Apr 30, 2026

Amazon is a good example of something many people misunderstand. The stock doesn’t move just because the company is strong. It moves when the market’s expectations about that strength change. That’s why you can see periods where fundamentals improve, but …