HeyJaredA Peek Behind the Numbers
Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 25, 2026
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- Earliest in this view
- Aug 12, 2026
Latest issues
Behind the Qs and Ks- (ZM, HPQ, ZBH, MSI) (opens the original)
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Today’s Behind the Qs and Ks feature examines accounting red flags we detected in the results of the following companies:Zoom Communications, Inc (ZM)HP Inc. (HPQ)Zimmer Biomet Holdings (ZBH)Motorola Solutions Inc. (MSI)As a reminder, companies featured in Behind the Qs and Ks have cleared the initial stages of our screening process but have not yet undergone a full, in-depth review. Even so, we
Cognex’s (CGNX) Q2 Results Deserve a Closer Look (opens the original)
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We first discussed Cognex (CGNX) in our April 2, 2026 installment of Behind the Qs and Ks (CGNX, PSIX), highlighting several earnings quality concerns following its Q4’25 results. Those concerns remain relevant following Q2’26. Trading at approximately 36x forward adjusted earnings, Cognex missed its revenue forecast and exceeded adjusted EPS expectations by only 2 cents.Our review identified several accounting and operating trends that appear to have s
What DexCom’s (DXCM) Guidance Raise May Be Missing (opens the original)
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MKS Instruments (MKSI): Looking Beneath a 34-Cent EPS Beat (opens the original)
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MKS Instruments (MKSI) delivered what appeared to be an exceptionally strong second quarter. Revenue increased 28% year over year to $1.25 billion, exceeding expectations, while adjusted EPS of $3.30 beat consensus by 34 cents. Management also pointed to accelerating AI-related semiconductor and advanced packaging demand and guided to another sequential increase in revenue for Q3.However, investors have become considerably more cautious. MKSI shares are down sharply from their summer highs and h
Behind the Qs and Ks- (KLAC, ACIW) (opens the original)
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Today’s Behind the Qs and Ks feature examines accounting red flags we detected in the results of the following companies:KLA Corp (KLAC)ACI Worldwide (ACIW)As a reminder, companies featured in Behind the Qs and Ks have cleared the initial stages of our screening process but have not yet undergone a full, in-depth review. Even so, we believe the findings we highlight are sufficiently unusu
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