3D Stockpicker

3D StockPicker presents an innovative approach to analyzing financial reports of stock-market-listed companies.

[3D Stockpicker @3DStockpicker]

Adobe $ADBE revenue reaches new quarterly highs.

Margins stable ~45–47% despite AI investment.

Can pricing + Firefly keep margins steady here?

#3DSP_US

[3D Stockpicker @3DStockpicker]

Datadog $DDOG revenue trend remains strong.

The company's own DevSecOps 2026 report shows widespread software risk across organizations.

Does this macro trend support the current growth trajectory?

#3DSP_US

[3D Stockpicker @3DStockpicker]

Netflix’s $NFLX Q2 and FY guidance shows slower growth than what was priced in.

Was the market too optimistic with the expectations?

#3DSP_US

[3D Stockpicker @3DStockpicker]

$FLUT Flutter Average monthly players (AMPs) hit a new high from the past 7 years. The user base grows despite the FY earnings miss.

Can higher volume make up for added costs like the recent U.K. tax increases?

#3DSP_US

[3D Stockpicker @3DStockpicker]

Datadog $DDOG enterprise customers keep growing steadily.

Now ~4.3K accounts above $100K ARR.

CEO Olivier Pomel said these customers generate ~90% of ARR.

#3DSP_US

[3D Stockpicker @3DStockpicker]

Accenture $ACN bookings at ~22B, with AI demand accelerating.

Shares fell despite beat and raised guidance floor.

What is the market pricing in beyond bookings?

#3DSP_US

[3D Stockpicker @3DStockpicker]

MongoDB $MDB approaching $700M quarterly revenue.

Up ~280% since 2022.

#3DSP_US

[3D Stockpicker @3DStockpicker]

Cloudfare $NET steady customer expansion over time.

~+116% since 2022, with stronger gains recently.
The trend is accelerating.

#3DSP_US

[3D Stockpicker @3DStockpicker]

https://t.co/LvUa9w7t7Q $KSPI reports solid growth in its fintech revenues. How far can the Kazakhstani company scale from here?

#3DSP_US

[3D Stockpicker @3DStockpicker]

The US will increase Medicare Advantage payments by 2.48% in 2027.

Will this help UnitedHealth Group $UNH stabilize its increasing Medical Care Ratio?

#3DSP_US

[3D Stockpicker @3DStockpicker]

Salesforce $CRM non-GAAP operating margin reached 34.2% in Q4 2026, up from ~20% in 2022.

Margins stabilized in the mid-30s after aggressive cost discipline.

Growth was single-digit for several quarters. Now back to double-digit - driven by AI.

Are margins peaking as Salesforce shifts back to growth?

#3DSP_US

[3D Stockpicker @3DStockpicker]

Deutsche Bank $DB has been consistently growing its tangible book value per share

#3DSP_US

[3D Stockpicker @3DStockpicker]

Nvidia $NVDA continues to see explosive data center revenue growth. How far can demand for AI infrastructure push it?

#3DSP_US

[3D Stockpicker @3DStockpicker]

$SAP margin rebound after cloud transition phase.

Margins dipped during the shift and are now back up as cloud expands.

Can cloud + AI keep margins moving higher from here?

#3DSP_DE
#DAX

[3D Stockpicker @3DStockpicker]

ASML Holding $ASML achieved record quarterly revenue, fueled by strong system sales growth.

#3DSP_Europe
#3DSP_NL

[3D Stockpicker @3DStockpicker]

CrowdStrike $CRWD is trading lower after a report on Anthropic's new “Claude Mythos” model, which may pose risks to the cybersecurity sector.

How will this reflect on the company's ARR?

#3DSP_US

[3D Stockpicker @3DStockpicker]

Barclays’s $BARC tangible book value per share is rising steadily.

#3DSP_UK
#3DSP_Europe

[3D Stockpicker @3DStockpicker]

$RTX Record backlog: $268B in FY25.

Global security needs to keep defense order books at all-time highs

"NATO allies have committed to increasing core defense spending to 3.5% of GDP." - Christopher Calio, CEO

#3DSP_US

[3D Stockpicker @3DStockpicker]

Thermo Fisher Scientific $TMO Adjusted operating income margin declined to 22.7% in FY25 after pandemic highs.

Will margins stabilize or recover from here?

#3DSP_US

[3D Stockpicker @3DStockpicker]

Philip Morris $PM hit a 40.4% adjusted operating margin in FY25.

High-margin smoke-free products are helping offset declining cigarette volumes seen across the industry.

#3DSP_US