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Stock Market Alert: Oracle, Adobe, HP, Ulta & More Reporting Earnings | Special Guest Jason Bodner!

The hosts discuss several companies reporting earnings, including HP, Oracle, Adobe, Dollar General, Dicks Sporting Goods, LAR, Lee Auto, Ulta Beauty, and Ween Precious Metals. They analyze sales and earnings growth, analyst revisions, technicals, and guidance, offering mixed outlooks for most stocks but showing particular interest in Adobe and Ween Precious Metals.

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Tickers discussed in this post

WPMBullishHigh ConvictionSignal-backedPrimary

Ween Precious Metals is benefiting from rising gold prices with strong sales and earnings growth, expanding margins, and low debt, making it a compelling investment.

ULTANeutralLow ConvictionSignal-backedSecondary

Ulta Beauty has a strong surprise history and technically is strong, but lacks the absolute sales and earnings growth to get excited about.

DGNeutralMedium ConvictionSignal-backedSecondary

Dollar General has a history of surprising, with strong upward revisions, but its growth is average and it needs a profit margin surprise or upward guidance to move higher.

ADBEBullishMedium ConvictionSignal-backedPrimary

Adobe is showing improvement with generative AI driving growth, positive analyst revisions, and a cheap valuation, suggesting potential for a rerating higher.

ORCLNeutralMedium ConvictionSignal-backedSecondary

Oracle is leaning into AI and cloud, with potential for upside if guidance is positive, but its technicals are weak and it doesn't exhibit preferred qualities.

HPQNeutralLow ConvictionSignal-backedSecondary

HP Inc. is not on the radar due to weak sales and earnings growth, with analysts trimming estimates, and a lack of confidence in positive guidance.

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Tracked calls opened from this post

WPM
buy opened Mar 15, 2026
-6.83%