Equity Report

CrispIdea’s US Equity Research Reports deliver in-depth analysis and actionable insights on top-performing companies across diverse industries. Our seasoned analysts provide detailed financial analysis, market trends, and valuation metrics to make confident investment choices. These reports include stock ratings and recommendations, target price, investment thesis, peer comparisons, financial performance evaluations with valuation and ratio analysis, and management commentary

Electronic Arts
EA’s key growth engines remain tied to its sports franchises, particularly EA SPORTS FC and Madden NFL. The performance rebound in EA SPORTS FC during Q4FY25, following a temporary Q3 slowdown, was driven by an impactful live service update and stronger community engagement.
Intuit
Intuit’s Consumer Group, anchored by TurboTax, has demonstrated resilient growth and high profitability even in a mature tax preparation market.
J. M. Smucker
The global packaged food market size is projected to reach $3,407.2bn by 2030. The CAGR for the period 2023-2030 is expected to be 5.2%.
Arista Networks
Arista hit a major milestone by crossing its first $2bn quarter just 11 quarters after reaching $1bn, reflecting an exceptional growth trajectory.
Fair Isaac Corporation
FICO’s Scores segment continues to serve as the engine of the company’s financial strength, offering both rapid growth and high-margin profitability.
biogen
Biogen’s newly launched drugs i.e. LEQEMBI, ZURZUVAE, SKYCLARYS, and QALSODY collectively generated close to ~$200mn in revenue in Q1 FY25.
Campbell Soup
The global packaged food market size is projected to reach $3,407.2bn by 2030. The CAGR for the period 2023-2030 is expected to be 5.2%.
Sonos
Sonos delivered a solid financial performance in Q2, with revenue rising 3% year over year to $260mn, surpassing the midpoint of its guidance range
Fiserv
The Financial Solutions business sustained its growth path, supported by a combination of new product launches and client expansions.
Airbnb
Airbnb emphasized continued investment in refining its core service to ensure it remains competitive and aligned with evolving guest expectations.
Advanced Micro Devices
AMD is rapidly scaling its AI presence, with double-digit year-over-year growth in AI revenue and increasing adoption of its Instinct MI325X accelerators.
Analog Devices
Management stated that FY24 marked the bottom of the cycle and expressed confidence in sustained growth through FY25, supported by a stronger backlog and lean inventories. Q3 guidance of $2.75bn reflects continued momentum, with industrial and consumer segments expected to lead growth.