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Eagle Capital Management
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Eagle Capital Management expects S&P Global (SPGI) to achieve mid-double-digit EPS growth in the coming years, with its current valuation being low.
Investment management firm Eagle Capital Management stated in its Q2 2026 investor letter that S&P Global (SPGI) possesses high quality and low volatility, with an expected mid-double-digit EPS growth
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Eagle Capital Management is bullish on EQT Corporation, expecting its EPS to grow by approximately 15% in the coming years.
Eagle Capital Management is bullish on EQT Corporation in its Q2 2026 investor letter, projecting approximately 15% EPS growth for the company in the coming years. The firm stated that EQT Corporation
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Eagle Capital Management highlights TSMC in Q2 2026 investor letter, sees long-term growth but warns of downturn pressures
Investment management firm Eagle Capital Management, in its Q2 2026 investor letter, stated that it has invested half of its capital in Taiwan Semiconductor Manufacturing Company (TSM) and ASML, with
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Eagle Capital Management noted that Micron (MU) earnings have surpassed Apple and Microsoft, but it believes current earnings may overstate potential economic benefits.
In its Q2 2026 investor letter, Eagle Capital Management stated that Micron, as the sole DRAM memory producer in the US, has seen its profitability surge from thin margins to surpassing Apple and Micr
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Eagle Capital Management: NVIDIA's AI Dominance May Face Challenges, Customer Self-Developed Chips to Squeeze Its Market Share and Profit Margins
Investment management firm Eagle Capital Management noted in its Q2 2026 investor letter that despite NVIDIA's dominance in the AI accelerator chip market, its largest customers (including Google, Ama
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Eagle Capital Management expects S&P Global (SPGI) to achieve mid-double-digit EPS growth in the coming years, with its current valuation being low.
Investment management firm Eagle Capital Management stated in its Q2 2026 investor letter that S&P Global (SPGI) possesses high quality and low volatility, with an expected mid-double-digit EPS growth
-
Eagle Capital Management is bullish on EQT Corporation, expecting its EPS to grow by approximately 15% in the coming years.
Eagle Capital Management is bullish on EQT Corporation in its Q2 2026 investor letter, projecting approximately 15% EPS growth for the company in the coming years. The firm stated that EQT Corporation
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Eagle Capital Management highlights TSMC in Q2 2026 investor letter, sees long-term growth but warns of downturn pressures
Investment management firm Eagle Capital Management, in its Q2 2026 investor letter, stated that it has invested half of its capital in Taiwan Semiconductor Manufacturing Company (TSM) and ASML, with
-
Eagle Capital Management noted that Micron (MU) earnings have surpassed Apple and Microsoft, but it believes current earnings may overstate potential economic benefits.
In its Q2 2026 investor letter, Eagle Capital Management stated that Micron, as the sole DRAM memory producer in the US, has seen its profitability surge from thin margins to surpassing Apple and Micr
-
Eagle Capital Management: NVIDIA's AI Dominance May Face Challenges, Customer Self-Developed Chips to Squeeze Its Market Share and Profit Margins
Investment management firm Eagle Capital Management noted in its Q2 2026 investor letter that despite NVIDIA's dominance in the AI accelerator chip market, its largest customers (including Google, Ama
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Eagle Capital Management
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