Helmbeam Research
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Practical research articles from Helmbeam on stock discovery, watchlist discipline and valuation context.
Netflix stock falls after Q2, but growth holds up
Netflix reported Q2 revenue of US$12.560 billion, 0.1% below its April forecast, while its 33.4% operating margin was 80 basis points above forecast. The company narrowed full-year revenue guidance around the same midpoint, kept its margin and advertising targets, and disclosed 2% first-half viewing-hour growth.
The 16 July release settled the quarter but not the argument around Netflix's next phase of growth. The Associated Press reported NFLX down 7.2% after hours to US$69.02 as investors weighed the Q3 outlook. That quote was 48.5% below the split-adjusted record closing high of US$133.91 set on 30 June 2025—close to half, though the regular-session close was 44.5% below the high. A share-price drawdown can reflect lower expectations without meaning revenue or profit fell by the same amount, so the five-year operating trend matters.
IBM Q2 2026 earnings: why the outlook fell to 4–5% growth
IBM's final second-quarter figures changed very little from the selected results it released eight days earlier. Revenue was US$17.162bn, Software grew 5.1%, Consulting grew 0.2% and Infrastructure fell 7.4%. Operating earnings per share remained US$2.93.
Vertical Aerospace stock: Farnborough flight, UK support and dilution
Vertical Aerospace completed a public transition flight at Farnborough and entered advanced discussions on up to £10 million of additional UK support. SEC filings show ordinary shares rose from 22.125 million at the end of 2023 to at least 132.679 million by 6 May 2026. An unchanged 100-share holding fell from US$688 on 29 December 2023 to US$160 on 20 July 2026, a 76.7% market-value decline across all effects. Its percentage ownership fell at least 83.3%. A July prospectus also registers up to US$500 million of shelf capacity with no committed funding or fixed share count.
ASML lifts 2026 guidance as Q2 sales rise 21%
ASML lifted its 2026 sales outlook to €43–45 billion, equivalent to 31.6–37.8% growth over 2025, after second-quarter sales rose 21.3% to €9.3265 billion and gross margin reached 54.0%.
United's A321XLR Economy Plus row: what UAL investors should monitor
United will install one Economy Plus row with open middle seats and shared tables on each of its 50 ordered Airbus A321XLRs. The aircraft will have 32 premium seats—16 more than the Boeing 757s it replaces—so the investable question is whether the wider fleet change lifts premium mix and Atlantic unit revenue without allowing costs or capital intensity to outrun demand.
IBM's preliminary Q2 results: what changed before the full report
IBM's selected preliminary second-quarter results showed revenue up 1%, with Software growth slowing to 5% and Infrastructure falling 7%. IBM said customers shifted late-June budgets toward supply-constrained servers, storage and memory.
SK Hynix's new SKHY Nasdaq ADR: what investors need to know
SK Hynix now trades on Nasdaq as SKHY after selling 177.9 million American depositary shares, but each SKHY share represents one-tenth of the same Korean-listed company—not a separate US business.
How many stocks should be on your watchlist?
You have 47 stocks on your watchlist. Quick: without looking, explain why each one is there.
I opened a brokerage app. Now what?
You did it. You downloaded the app. You filled in your details. You connected your bank account. You funded it with actual money. You're staring at a search bar.
How to stop picking stocks randomly
Every article about stock picking tells you to give up and buy index funds. This one doesn't.
Stock screener vs stock signal app: why you need both
You downloaded a stock screener. You opened it up, and there are 60 filters staring back at you. P/E ratio. Market cap. Dividend yield. RSI. Moving averages. EPS growth rate. Debt-to-equity.
Helmbeam vs Robinhood: which one do you use first?
If you're comparing Helmbeam to Robinhood, you're comparing two tools that sit at completely different points in the investing workflow. One helps you buy stocks. The other helps you figure out which stocks meet systematic criteria before you research further.
Helmbeam vs Finviz: which one do you use first?
If you're comparing Helmbeam to Finviz, you're asking the wrong question. They don't do the same thing.