Hudson Labs
@HudsonLabs
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AI-powered equity research software. Industry-leading accuracy and reliability. Not advice.
Toronto, NYC
Joined December 2019
We made a list of 38 great AI tools for investment research with notes on their strengths and limitations👇 Know a great tool we missed? Comment below and we'll add it to the list.
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$CVS reported good Q4 results, with revenue up 4.2% YoY to $97.7B. Adj. EPS fell to $1.19 from $2.12. Health Care Benefits faced pressure from higher costs, but Pharmacy & Consumer Wellness showed strong growth. CVS continues to have one of the highest MBRs among its peers.
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S&P Global $SPGI reported strong Q4 results, with revenue up 14% YoY to $3.59B. Adj. EPS rose 20% to $3.77, driven by Ratings division growth. For 2025, $SPGI assumes a stable macro condition and expects 5-7% revenue growth and Adj. EPS of $17.00-$17.25.
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Analyze how $KO has discussed consumer health using the Co-Analyst within seconds.
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$MCD U.S. same-store sales fell 1.4% in Q4 2024 due to an E. coli outbreak linked to Quarter Pounders. Full recovery is expected by early Q2 2025. Low-income consumers remain pressured by rising menu prices, weighing on the QSR segment.
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$PINS delivered strong Q4 results, with revenue reaching $1.15B, up 18% YoY. MAU hit a record of 553M, growing 11% YoY. The Performance+ tool has also improved ad performance since its launch in Q2 PINs expects Q1 2025 revenue to grow 13-15% YoY, or 15-17% on a cc basis.
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Because these accounting policy changes are mimicked by peers, we were able to predict Alphabet's server life increase in 2023. Look out for the same trend in 2025 but with the opposite impact on earnings.
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In 2023, our CEO @KrisBennatti was quoted by the WSJ referencing the tech trend of continued increases in the useful lives of servers: “You’re going to see a boost in net income in current quarters that isn’t a sustainable growth mechanism."
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$ELF reduced FY25 sales and profit guidance, citing a sluggish year start. With one quarter remaining, the new 10% China tariff won't affect FY25 results. ELF will address tariff impact in its FY26 outlook in May. It previously reported 80% of its production comes from China. Hudson Labs identified 8 other companies with substantial Chinese imports 👉
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Honeywell $HON is set to split its Automation and Aerospace into three distinct public companies by H2 2026. HON's 2025 guidance excludes tariff impacts. The company is assessing the potential effects of Mexico tariffs.
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Eli Lilly $LLY earnings call by the Hudson Labs Co-Analyst. GLP-1 drugs Mounjaro and Zepbound drove sales. LLY expects a continuation of single-digit erosion in pricing trends into 2025.
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RT @KrisBennatti: It was very cool to get to share a stage with SEC Commissioner @HesterPeirce earlier this week (sort of). While sportin…
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Understand what makes DeepSeek R1 great with our CTO & Co-Founder, Friday at noon
On Friday, 12PM EST, I will be walking through some of the key innovations that make DeepSeek R1 such a beast. Many of these were actually introduced in their V3 base model (and some of them even in prior models like V2 and DeepSeek-Math).
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"You can spend weeks or months trawling through endless papers, tools, and benchmarks to develop the level of intuition for how LLMs work which you get from simply reading Designing Large Language Model Applications."
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Disney's $DIS DTC profitability is progressing well, guiding a $1B operating profit for 2025. Experiences remains unchanged at 6-8% growth. Treasure cruise ship launched successfully. Cost-cutting continues with the content budget reduced to $23B (from $30B last year).
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$UBER is down on disappointing Q1 growth guidance. Gross bookings are expected to grow 17-21%, compared to five consecutive quarters of 20%+ growth. Headwinds include LA fires and unusual weather patterns. AV is advancing, but commercialization will take significantly longer.
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