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GNG Research

@GNG_Research

Professional-grade research, AI-powered insights, and comprehensive market analysis.

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Joined January 2026
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$AMZN TTM FCF went from a $14.8 billion inflow to a $42.4 billion outflow. Full-year 2026 cash capex guide, about $220 billion, tops TTM OCF of $168.3 billion. FCF stays negative unless OCF catches up or spending slows. AWS operating income rose 56.1% year over year in Q3.
GNG Research evidence card quoting Amazon's third-quarter results release filed with the SEC. Amazon TTM operating cash flow in Q3 2026, operating cash flow increased 29% to $168.3 billion for the trailing twelve months. Amazon TTM free cash flow in Q3 2026, free cash flow decreased to an outflow of $42.4 billion for the trailing twelve months. Amazon 2026 cash capex guidance, the company expects 2026 cash capital expenditures to be approximately $220 billion. Source is an SEC filing.

ALT GNG Research evidence card quoting Amazon's third-quarter results release filed with the SEC. Amazon TTM operating cash flow in Q3 2026, operating cash flow increased 29% to $168.3 billion for the trailing twelve months. Amazon TTM free cash flow in Q3 2026, free cash flow decreased to an outflow of $42.4 billion for the trailing twelve months. Amazon 2026 cash capex guidance, the company expects 2026 cash capital expenditures to be approximately $220 billion. Source is an SEC filing.

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Near 52-week lows | 2026-10-29 $NFLX at $62.05, 0.9% above its 52-week low of $61.51 CHRW at $127.43, 1.4% above its 52-week low of $125.61 UBER at $65.73, 1.6% above its 52-week low of $64.69 TMUS at $147.29, 2.5% above its 52-week low of $143.75
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Read more: gngresearch.com/stock/NFLX/?…
Netflix (NFLX): Valuation, Margins, ROIC & Analyst Targets

Netflix (NFLX): Valuation, Margins, ROIC & Analyst Targets

Netflix (NFLX) stock analysis: valuation, margins, ROIC, analyst price targets and peers. See GNG's fair value and quality score.

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$XOM third-quarter FCF $19.1 billion. Dividends took $4.3 billion, buybacks $5.1 billion. Adjusted earnings, second to third quarter, in millions. Energy Products 4,099 to 9,053. Upstream 9,189 to 7,308. Even if the Energy Products jump fades, dividends have room.
GNG Research evidence card quoting ExxonMobil's third-quarter 2026 earnings release, dated October 30, 2026, from an SEC filing. Free cash flow (non-GAAP) was $19.1 billion. Shareholder distributions included $4.3 billion of dividends and $5.1 billion of share repurchases.

ALT GNG Research evidence card quoting ExxonMobil's third-quarter 2026 earnings release, dated October 30, 2026, from an SEC filing. Free cash flow (non-GAAP) was $19.1 billion. Shareholder distributions included $4.3 billion of dividends and $5.1 billion of share repurchases.

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ExxonMobil price, dividend yield and valuation on GNG Research gngresearch.com/stock/XOM/?u…
XOM Stock Analysis: Exxon Mobil Valuation & Earnings

XOM Stock Analysis: Exxon Mobil Valuation & Earnings

Exxon Mobil trades at 22.1x earnings with a 2.2% forward dividend yield. See GNG's fair value, ROIC, FCF margin and analyst price targets.

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Macro morning | 2026-10-29 Morgan Stanley’s Wilson sees one final sell-off before US stock correction ends KB Financial (KB) Q3 2026 Earnings Call Transcript Gentex Reports Fiscal 2026 Q3 Results Faced 'Headwinds,' But Diversification Softened the Blow
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SPY ETF: SPDR S&P 500 ETF Trust Price, Yield & Analysis

SPY ETF: SPDR S&P 500 ETF Trust Price, Yield & Analysis

SPDR S&P 500 ETF Trust (SPY) ETF with a 1.0% forward dividend yield: price history, key metrics and analysis on GNG Research. See how it fits your portfolio.

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$META just completed two equity deals. About $12.5 billion of 6.50% mandatory convertible preferred, plus $25.0 billion of common sold through forward sale agreements. Backdrop. Third-quarter capex outran operating cash flow, before a single dividend was paid.
GNG Research evidence card quoting Meta's third-quarter results release. Operating cash flow was $32.79 billion. Capital expenditures, including principal payments on finance leases, were $34.91 billion. Free cash flow, a non-GAAP measure, was negative $2.12 billion.

ALT GNG Research evidence card quoting Meta's third-quarter results release. Operating cash flow was $32.79 billion. Capital expenditures, including principal payments on finance leases, were $34.91 billion. Free cash flow, a non-GAAP measure, was negative $2.12 billion.

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Meta still generates a lot of operating cash. Last quarter it fell short of the buildout alone, so shareholders now fund part of the gap through future dilution and a senior 6.50% claim. The 2027 test is whether operating cash flow covers capex and the dividend.
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Meta price, dividend yield and valuation on GNG Research gngresearch.com/stock/META/?…
META Stock Analysis: Meta Platforms Valuation & Earnings

META Stock Analysis: Meta Platforms Valuation & Earnings

Meta Platforms trades at 20.8x earnings with a 0.3% forward dividend yield. See GNG's fair value, ROIC, FCF margin and analyst price targets.

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Near 52-week lows | 2026-10-27 $WYNN at $72.42, 0.2% above its 52-week low of $71.90 CBRE at $121.67, 0.2% above its 52-week low of $121.44 BKNG at $150.14, 0.5% above its 52-week low of $149.40 UBER at $65.78, 0.6% above its 52-week low of $65.41
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WYNN Stock Analysis: Wynn Resorts Valuation & Earnings

WYNN Stock Analysis: Wynn Resorts Valuation & Earnings

Wynn Resorts trades at 16.0x earnings with a 1.4% forward dividend yield. See GNG's fair value, ROIC, FCF margin and analyst price targets.

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New on GNG from Glenn Ford: Google Doubled Its Cloud Business and Lost 10% Overnight. Here's How I'm Pricing It On October 28 Alphabet (GOOGL) reported $30.7 billion of Google Cloud revenue. That's up 103% in a year. Search and other revenue grew 12% to $63.3 billion.
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Macro morning | 2026-10-28 Freedom Broker has upgraded Dorman Products' stock to a Buy rating, setting a price target of $152.00, which suggests a 17.2% upside from its previous close.
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SPY ETF: SPDR S&P 500 ETF Trust Price, Yield & Analysis

SPY ETF: SPDR S&P 500 ETF Trust Price, Yield & Analysis

SPDR S&P 500 ETF Trust (SPY) ETF with a 1.0% forward dividend yield: price history, key metrics and analysis on GNG Research. See how it fits your portfolio.

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