FA Alpha Daily / Every issue / Wednesday Credit Outlook
Wednesday Credit Outlook: every issue
The Wednesday issues: credit risk, rating agencies, and whether a company’s real cash flows cover what it owes. All 213 issues, newest first. See the series page.
2026
- These actionable steps will help you elevate your financial advisory practiceJul 22, 2026
- These people are the BEST in writing high-converting copiesJul 8, 2026
- Elevated oil prices are squeezing this toymakerMay 27, 2026
- This AI enabler is poised to benefit as AI infrastructure spending intensifiesMay 20, 2026
- This thermal solutions firm is a data center boom beneficiaryMay 13, 2026
- Offshore drilling is seeing a resurgence, and this firm can benefitMay 6, 2026
- Investors are overlooking this “picks and shovels” playApr 29, 2026
- As-reported financials hide the profitability of this construction and engineering specialistApr 22, 2026
- This alcohol distributor continues to struggleApr 15, 2026
- This “razor-and-blade” industrial firm provides a defensive opportunityApr 8, 2026
- This company is the clear winner of the DHS funding impasseApr 1, 2026
- This chip firm has evolved from a litigious entity into an AI enablerMar 25, 2026
- As-reported metrics are hiding just how profitable this above-average business isMar 18, 2026
- This depression era research influenced how credit risk is assessed todayMar 11, 2026
- The K-shaped economy’s impact on consumersMar 4, 2026
- AI-induced volatility continues to roil the marketFeb 25, 2026
- Software firms aren’t the only victims in the latest round of sell-offsFeb 18, 2026
- This airline is taking a page out of its competitors’ playbooksFeb 11, 2026
- Uncertainty is preventing investors from rewarding this entertainment behemothFeb 4, 2026
- Spending cuts and regulatory shifts are squeezing this insurerJan 27, 2026
- This strategic acquirer is positioned to sustain its high levels of returnsJan 21, 2026
- This pharmaceutical giant is racing against time before it hits a patentJan 14, 2026
- The market is underestimating this workforce management solutions firmJan 7, 2026
2025
- The market is already aware of the potential of this highly anticipated game’s releaseDec 31, 2025
- This semiconductor firm is an example of what happens when lofty investor expectations aren’t metDec 17, 2025
- This social media giant is moving on from the “metaverse”Dec 10, 2025
- The auto industry is staring down the prospect of flat growth as consumers pull back their spendingDec 3, 2025
- With AI turbocharging the ad industry, demand for ad verification will intensifyNov 26, 2025
- One of tech’s biggest investors just sold his entire stake in this AI juggernautNov 19, 2025
- Rising beef prices is hurting one of America’s largest meat-packaging companiesNov 12, 2025
- The market is missing how profitable this oil and gas equipment manufacturer is due to as-reported metricsNov 5, 2025
- This data storage manufacturer could warrant upside as the demand for storage intensifiesOct 29, 2025
- As-reported financials don’t always tell the whole story about a businessOct 22, 2025
- Yet another chipmaker is set to benefit from OpenAI’s dealmaking spreeOct 15, 2025
- Even the biggest players aren’t immune from industry-wide disruptionsOct 8, 2025
- One of the biggest gaming companies in the world is going private as part the largest leveraged buyout in historyOct 1, 2025
- This aerospace equipment manufacturer can provide upside if it can sustain its positive momentum after years of underperformanceSep 24, 2025
- Investors fear AI will disrupt the king of creative software, but those concerns may be misplacedSep 17, 2025
- Investors may be underestimating the potential of this leading provider of HVAC solutionsSep 10, 2025
- Amid solid earnings and strong data center revenues, this semiconductor firm saw its stock crater by nearly 20% after its latest earnings callSep 3, 2025
- Negative reception to a logo rebrand shed nearly $100 million from this legacy chain’s market valueAug 27, 2025
- This beer maker’s stock may look cheap, but there’s more to its low valuation than meets the eyeAug 13, 2025
- A negative guidance revision has sent this IT consultant spiralingAug 6, 2025
- The market’s expectations for this clothing brand leave ample room for upsideJul 30, 2025
- Tech giants are willing to pay hefty premiums for energy, and this company is poised to benefitJul 23, 2025
- This company is selling the finest shovels amid the AI rushJul 16, 2025
- This automaker can’t catch a break these daysJul 9, 2025
- This oil major quashed rumors of a possible takeover of its rivaJul 2, 2025
- This Magnificent Seven company is trying to turn things around in the AI raceJun 25, 2025
- The government might pull the plug on solarJun 18, 2025
- The creative software king has begun monetizing AIJun 11, 2025
- It’s hard to quit on this company when its earnings keep risingJun 3, 2025
- Whether Musk can turn things around is a big ‘’if’’May 28, 2025
- The market does not look kindly on growth for the sake of growthMay 21, 2025
- This company is addressing the critical problem of keeping data centers coolMay 14, 2025
- This shipping company can benefit from tariffsMay 7, 2025
- The market is setting the bar too high for this fast-food giantApr 30, 2025
- GLP-1 drugs could significantly hurt this fast food giant’s businessApr 23, 2025
- This cereal company might be in troubleApr 16, 2025
- This company could sell more tires because of tariffsApr 9, 2025
- Airline stocks won’t be taking off anytime soonApr 2, 2025
- The future for homebuilders looks bleakMar 26, 2025
- Expectations are high for this quantum company’s futureMar 19, 2025
- The market has strong faith in this semiconductor companyMar 12, 2025
- This browser is winning by targeting the niche part of the marketMar 5, 2025
- The surge in electricity demand is already priced in for this utility companyFeb 26, 2025
- This company is arming Europe as defense spending increasesFeb 19, 2025
- This company is benefiting from rising demand for orthopedic implantsFeb 12, 2025
- The market isn’t fully accounting for the risks facing this chip manufacturerFeb 6, 2025
- The market thinks eFaxing is dead, but this company proves otherwiseFeb 5, 2025
- This company enhances efficiency in data centersJan 29, 2025
- This company’s acquisition is positioning it as a leading energy provider, though the upside might already be priced inJan 22, 2025
- This company’s services are likely to see increased demand under pro-fossil fuel policiesJan 15, 2025
- This payment card leader is diving into cryptoJan 8, 2025
2024
- The market didn’t like the update from this telecommunications companyDec 18, 2024
- This company is poised to capitalize on increased healthcare equipment demandDec 11, 2024
- This company is well-positioned to thrive under pro-fossil fuel policiesDec 4, 2024
- This company may not share the fate of its healthcare peersNov 27, 2024
- This auto dealer is battling cyclicality with a high margin services businessNov 20, 2024
- This fast-food chain couldn’t meet expectations despite strong performanceNov 13, 2024
- This shoe company is feeling the pressure as consumer demand declinesNov 6, 2024
- This old dog has finally learned a few new tricksOct 30, 2024
- This company is leading the fight against wildfiresOct 23, 2024
- This sportswear company can’t just do it anymoreOct 16, 2024
- The infrastructure boom can spur demand for this equipment providerOct 9, 2024
- Crossing the chasm with a weight-loss drugOct 2, 2024
- This company is transforming enterprise software with AISep 25, 2024
- This company brings together the physical and digital worldsSep 18, 2024
- This MRO player won’t stay cheap for longSep 11, 2024
- Ride-hailing is about to change, and this company will be leading itSep 4, 2024
- This company is one of the key beneficiaries of growing LNG demandAug 28, 2024
- This advertising giant can thrive with the recent developmentsAug 21, 2024
- This company is thriving amid market turmoilAug 14, 2024
- Cloudy days await this burger chainAug 7, 2024
- A software bug almost caused the entire world to stopJul 31, 2024
- Rate cuts could significantly boost this company’s growthJul 24, 2024
- Hedge funds are betting big on energyJul 17, 2024
- You need chips for everything these daysJul 10, 2024
- This company is fueling the increased gas demandJul 3, 2024
- This company is helping to build America’s new supply chainJun 26, 2024
- Empowering clients with fintech solutionsJun 19, 2024
- Positioned for growth with the clean energy transitionJun 12, 2024
- Transforming the creative software space with AIJun 5, 2024
- The Big Blue could rise againMay 29, 2024
- Crypto frenzy boosted this exchange’s performanceMay 22, 2024
- Inflation is brewing trouble for this coffee giantMay 15, 2024
- It is hard to quit smokingMay 8, 2024
- Tires, tracks, and transformationApr 24, 2024
- Swipe, match, and repeatApr 17, 2024
- This company triumphs in the post-invasion energy chaosApr 10, 2024
- This company has evolved from an IT Distributor to Global Solutions PowerhouseApr 3, 2024
- This company will be one of the big winners of increased defense spendingMar 27, 2024
- This company will bring credit markets to the futureMar 20, 2024
- This IT player is stronger than the market perceivesMar 13, 2024
- The largest company in the world plans to stay the largest by investing in AIMar 6, 2024
- This company will keep benefiting from the rising tech investmentsFeb 28, 2024
- This company is transforming Southeast Asia’s service industryFeb 21, 2024
- This company will help to feed the demand for new housingFeb 14, 2024
- This company is a maestro in finding under-the-radar dealsFeb 7, 2024
- This company shifts the semiconductors from cyclical to sensationalJan 24, 2024
- Acquisition bias undermines megatrends for this companyJan 17, 2024
- There is a rating mismatch for this SaaS companyJan 10, 2024
- This fintech company deserves a second lookJan 3, 2024
2023
- Rating agencies think this pool equipment maker is doomed in a recessionDec 27, 2023
- Offshore expertise keeps this company solid in a volatile marketDec 13, 2023
- Credit agencies don’t understand the potential of the supply chain supercycleDec 6, 2023
- 5G sparks revolution for this key playerNov 22, 2023
- Stable demand isn’t enough to keep this toolmaker safeNov 15, 2023
- It’s crunch time for this major beverage companyNov 8, 2023
- A safer credit rating is a fair game for this business modelNov 1, 2023
- Not all homebuilders are facing a cliff edge, this company is the proofOct 25, 2023
- This headhunter defies the looming recessionOct 11, 2023
- This company’s M&A success counters rating agencies’ assessmentsOct 4, 2023
- The macro outlook shouldn’t be the only factor for rating agenciesSep 20, 2023
- For this media company, AI is a friend, not a foeSep 13, 2023
- Don’t judge a payments company by its sectorAug 30, 2023
- Rating agencies are wary of coal, but it may not be dying as fastAug 23, 2023
- Amid the pandemic-induced surge in home products and pet adoption, this company proves the rating agencies wrongAug 2, 2023
- Diamonds are a lender’s best friendJul 19, 2023
- Oil and gas companies continue to be the point of concern for rating agenciesJul 5, 2023
- Rating agencies are mistaken about this dying businessJun 28, 2023
- This commoditized business confused the minds of rating agenciesJun 21, 2023
- A PE firm helped this retailer get on its feet. The credit market isn’t impressedJun 14, 2023
- Rating agencies have their sights set on this health care company’s massive 2027 headwallJun 7, 2023
- This chemical company is the next victim of rating agenciesMay 31, 2023
- This oil & gas company deserves more credit for its flexibilityMay 24, 2023
- This commodity company is much safer than rating agencies suggestMay 17, 2023
- Going public helped this massive food company surviveMay 10, 2023
- As-reported metrics miscalculate the credit risk for this e-commerce powerhouseApr 19, 2023
- Rating agencies think this pool equipment maker is doomed in a recessionApr 5, 2023
- Credit markets seem to misunderstand the underlying risk for this companyMar 29, 2023
- This expected transaction could change the fate of Italy’s largest telecom operatMar 15, 2023
- This utility company is much riskier than rating agencies thinkMar 8, 2023
- Credit markets overlook the efforts of this coal minerMar 1, 2023
- This market consolidator has a much safer credit risk than rating agencies thinkFeb 22, 2023
- This company has many tailwinds behind it but rating agencies fail to recognize themFeb 15, 2023
- Credit markets think this energy company will go bankrupt in the next few yearsFeb 8, 2023
- Rating agencies account for too much credit risk for this companyFeb 1, 2023
- This specialty retailer is much safer than rating agencies thinkJan 25, 2023
- Rating agencies fail to recognize the tailwinds this tech company is about the getJan 18, 2023
- This company has seen soaring demand but rating agencies seem to miss this factJan 11, 2023
- Credit markets overstate the risk for this healthcare staffing companyJan 4, 2023
2022
- Even after the world’s recovery, credit rating agencies are still behind the ball for Live NationDec 28, 2022
- This company is walking on the edge of bankruptcyDec 21, 2022
- Rating agencies miss the risk this REIT is about to faceDec 14, 2022
- “Boring” doesn’t mean risky. This wire company is minting cashDec 7, 2022
- Rating agencies don’t recognize the potential of this chemical companyNov 30, 2022
- This materials company is way safer than it gets credit forNov 23, 2022
- This water utility company has more risk than what the credit market realizesNov 16, 2022
- Rating agencies are worried but this company has much less credit risk than many would guessNov 9, 2022
- Semis are not inherently risky, and today’s company deserves more creditNov 2, 2022
- Leverage is great until inflation starts rising, and this household giant is feeling the painOct 26, 2022
- This REIT’s credit looks a lot worse than it did in 2021, but the rating agencies haven’t changed their stanceOct 19, 2022
- Credit markets don’t think the energy rally will lastOct 12, 2022
- This company makes sure that the house always winsOct 5, 2022
- This company could be the medicine needed by the healthcare industrySep 28, 2022
- Rating agencies imply a bankruptcy risk to one of the biggest lingerie brands in the worldSep 21, 2022
- Once again, credit agencies are blind to the supply chain supercycleSep 14, 2022
- Credit agencies miss the vitality of this semiconductor company’s productsSep 7, 2022
- Credit agencies ignore the potential for Chesapeake Energy Corporation in the natural gas sector, leading to ridiculous ratingsAug 31, 2022
- Credit Rating Agencies Fail to Recognize the Strength of Sovos Brands Despite Strong Cash Flows and Market DemandAug 24, 2022
- Credit agencies ignore Comstock Resources’ natural gas reserves, leading to ridiculous ratingsAug 17, 2022
- WW International’s healthy credit structure is not understood by the credit agenciesAug 10, 2022
- This truck manufacturer is made to deal with the driver shortageAug 3, 2022
- Nuclear technology is saving lives, but credit agencies miss Lantheus’ role in itJul 27, 2022
- While Nikola Tesla may have gone bankrupt, there is little chance his namesake willJul 20, 2022
- Even after the world’s recovery, credit rating agencies are still behind the ball for Live NationJul 13, 2022
- Ratings agencies continue to miss the power of the energy industryJul 6, 2022
- Credit rating agencies don’t have the right data about EquifaxJun 29, 2022
- Credit ratings continue to discount the surging demand for oil and gasJun 22, 2022
- Credit rating agencies need better information on ZoomInfoJun 15, 2022
- Concerned about surging resource prices and reduced demand, the credit rating agencies consider Century Aluminum much riskier than realityJun 8, 2022
- Spooked by rising interest rates, credit rating agencies make Forestar Group out to be much riskier than realityJun 1, 2022
- The credit rating agencies might want to check out Momentive Global’s data collection servicesMay 25, 2022
- Credit markets still think LGI Homes’ debt is a house of cards waiting to collapseMay 18, 2022
- Dillard’s looks to be the model for the department store of the future, while rating agencies are stuck in the pastMay 11, 2022
- How 5G implementation will help Ciena prove the rating agencies wrongMay 4, 2022
- Ratings agencies are missing what no driver is, gas prices are risingApr 27, 2022
- Rising oil prices mean ChampionX is poised for a strong recoveryApr 20, 2022
- GameStop took advantage of being a “meme stock,” but credit markets seem to have missed thatApr 13, 2022
- Energy and utility companies keep the economy running, but does Eversource have enough cash to keep the lights on?Apr 6, 2022
- Playtika rode the mobile gaming market to strong profitability, but credit markets haven’t gotten the latest update yetMar 30, 2022
- Cohu’s testing services are worth their weight in gold, but credit markets don’t see the valueMar 23, 2022
- Rising oil prices might spell the triumphant return of U.S. shaleMar 16, 2022
- Rating agencies are blindly writing off how Signify changes the healthcare modelMar 9, 2022
- This SaaS company has a strong business and lots of cash… what have the rating agencies been scared of?Mar 2, 2022
- NVIDIA is quickly becoming one of the most powerful companies in the world, and the rating agencies are woefully far behind the timesFeb 23, 2022
- DowDuPont’s split is good for beating competitors, but not for the new balance sheetFeb 16, 2022
- Ingles Market continues to take advantage of pandemic-driven demandFeb 9, 2022
- GameStop made the most of its historic 2021Feb 2, 2022
- Advanced Drainage Systems will help the U.S. wash away old infrastructureJan 26, 2022
- The credit rating agencies are scorching Arch Resources years before they shouldJan 19, 2022
- Even if video killed the radio star, iHeartMedia is still going strongJan 12, 2022
