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Featured Study

Our latest edition, rebuilt on the company’s own filing

S-1 edition · updated 27 October 2026

Anthropic, read against its S-1

The first audited accounts behind the fastest revenue ramp on record, every earlier claim in the study scored against the 443-page filing, and our own model rebased onto it in Bear, Base and Bull cases — with the contract floor on compute and the share-based pay the IPO will trigger built in.

  • $11.6bn Revenue, 2Q26
  • $974m First GAAP operating profit
  • ~$587bn Compute obligations, 30 Jun
  • 3 Scenarios, rebased on the filing

10 chapters · a Thesis and a Valuation · 62 charts, each naming its source

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October 1, 2026 · CoreValue Research Team
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In this record quarter, AMD story has clearly shifted: now it is a data center company that also sells PCs! Revenue of $11.5B, +50% y/y,...

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Micron FY 4Q26 — Summary & Analysis

Micron closed fiscal 2026 with a record FQ4 (revenue $54.2B, gross margin 87%, EPS $33.42, all above the top of guidance) and guided FQ1 2027...

October 1, 2026 · CoreValue Research Team
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Company Analysis

Anthropic Initiation 2026

On 26 October 2026 Anthropic filed its Form S-1 publicly, and for the first time there are audited accounts behind the fastest revenue ramp in...

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Akamai Initiation 2026

Akamai invented the content delivery network in 1998 and rebuilt itself as a security company: security was 53.3% of its $4,208 million of revenue in...

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HPE Initiation 2026

Hewlett Packard Enterprise was born on 1 November 2015, when Hewlett-Packard split in two, and spent its first decade getting smaller: the 2017 spin-mergers with...

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Vistra Energy Initiation 2026

Vistra’s headline earnings measure more than doubled between 2018 and 2025 while GAAP net income was negative in four of those nine years — most...

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Eaton Initiation 2026

Eaton began in 1911 as a maker of truck axles; it now earns 59% of its segment profit in Electrical Americas, which sells switchgear, transformers...

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nVent Initiation 2026

nVent makes the enclosures, liquid cooling, switchgear and connectors that protect and connect electrical equipment, and in eighteen months it has become a supplier to...

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