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Evercore ISI's Mark Mahaney raised the bar on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) ahead of Wednesday night's Q2 2026 earnings report, telling CNBC viewers that Search needs to hold 17%+ growth and Google Cloud needs to accelerate well past 70%.
Evercore (EVR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Evercore ISI's latest "beaten‑down beat and raisers" call fits squarely into a broader thesis they've been building: earnings strength is still powerful enough to flatten the "wall of worry” and extend the bull market, even if leadership rotates.
Occidental Petroleum has been upgraded by Evercore, citing improved capital efficiency and successful deleveraging. Recent optimism is now driven by expectations of sustained higher commodity prices, making bullish theses more secure. Both Seeking Alpha's quant system and Wall Street analysts currently rate OXY as a buy.
Evercore (EVR) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Investors with an interest in Financial - Investment Bank stocks have likely encountered both Evercore (EVR) and Moelis (MC). But which of these two stocks is more attractive to value investors?
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.