TT101 STOCK RESEARCH · 25 SEP 2026
Today’s Research Queue
One ticker. One story check. No duplicate deep dives.
TXN · SELECT
Leader MS + Trend MS. Q2 revenue +23% YoY; TTM FCF $6.5B; Q3 guidance stepped higher. Price 270.65 vs M Support 268.57.
GLW · SELECT
Leader MS. Q2 core sales +17%; Optical Communications +32%; Enterprise Networks +65% as GenAI demand accelerated.
DELL · SELECT
TT Good RR. Fresh RR(M) 2.1:1. Fiscal Q2 revenue hit $47.0B, +58% YoY; full-year revenue guidance raised to $192B.
APH · SELECT
Core + Leader + Trend MS. Q2 sales +55%, organic sales +30%, orders $10.7B, FCF $1.2B. Price 83.08 vs MS 81.06.
NVT · SELECT
Core + Trend MS. Record sales, 47% organic growth, strong cash generation and raised outlook. Price 162.88 vs MS 158.79.
TER · SELECT
Core + Leader + Trend MS. Q2 revenue +104%; semiconductor test sales driven by AI compute and memory. Price 387.70 vs MS 380.60.
DDOG · SELECT
Core + Trend MS. Q2 revenue +36% to $1.12B with $279M FCF; AI observability/security story remains strong.
SHOP / NOW · SELECT
SHOP keeps 30%+ growth and strong FCF conversion. NOW adds subscription growth, AI monetization and software diversification.
MPC / VLO · WAIT ENTRY
Fresh Direct New flow catch with strong cash generation and exceptional refining economics. Story is hot; location is not yet.
NYT · Y SUPPORT DEEP-DIVE TRIGGER
Q2 total revenue +11.2%, digital subscription revenue +16.4%, digital ads +20.7%, 13.35M subscribers. Price 63.05 vs Y Support 61.96. Long-term watch, not a forced swing entry.
