A deep-dive into Spotify (SPOT) stock in 2026: the first profitable year, Premium MAU growth, ARPU by region, podcast ROI debate, label royalty constraints, Apple Music competition, and 12-month price targets.
Duke Energy (DUK) 2026 analysis: data center load growth in the Carolinas, rate base CAGR, 40-year dividend record, coal retirement timeline, and 12-month price targets.
A deep-dive into CVS Health (CVS) stock in 2026 — Aetna MLR pressure, Oak Street Health economics, Caremark PBM regulation risk, dividend sustainability, and 12-month price targets.
Deep dive into Booking Holdings (BKNG) for 2026: agentic AI disintermediation risk, Connected Trip strategy, financials, and 12-month price targets from $175 to $249.