The Insider Report: A Bull Market for the Taking
Key takeaways
- Strong earnings and guidance from PM, DIS, and ESTC amid a Fed rate hike reinforce an upbeat stance for these stocks.
- PM Q1 FY2027 revenue $478 million (+15%)
- PM 2026 EPS guidance $8.35–$8.50
- DIS fiscal Q3 revenue $25.2 billion (+7%)
What happened
The article highlights strong earnings and guidance from three companies—Philip Morris International (PM), The Walt Disney Company (DIS), and Elastic N.V. (ESTC)—alongside a Fed rate hike that markets largely shrugged off. PM reported a 15% revenue rise to $478 million in Q1 FY 2027 and raised 2026 EPS guidance to $8.35–$8.50. DIS posted a 7% revenue increase to $25.2 billion in its fiscal third quarter, with Disney+ and Hulu revenue up 11% to $5.5 billion and a 13% SVOD margin. Elastic…
Why it matters
These earnings beat expectations and lift forward‑looking guidance, supporting upbeat sentiment for each stock. The Fed’s 25‑basis‑point hike signals tighter monetary conditions, but the companies’ robust growth and cash flow suggest resilience to higher rates. Strong performance also underpins broader market…
Short-term and longer-term
Short-term. For traders, the key catalysts are the Q1 FY 2027 revenue uptick for PM, the 7% revenue rise for DIS, and Elastic’s record $10 billion quarter.
Longer-term. From an investor perspective, the companies are positioning for long‑term growth: PM is scaling its smoke‑free portfolio, DIS is investing $60 billion in experiences while expanding streaming, and Elastic is…