Since our founding in 1955, Wedbush has been a leader in the financial industry providing our clients with a wide range of services; including institutional sales, correspondent clearing services, equity research, corporate and municipal finance, equity market making, fixed income trading, prime brokerage, and wealth management. Headquartered in Los Angeles, with 100 registered offices, the firm focuses on dedicated service, client financial safety, continuity, and advanced technology.
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Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
AI Driven Guidance Update Implies Upside to Expectations
Financial UpdatesNew Long-Term Model - On the top-line, AMD's new 3-5 year model now calls for 35% total revenue CAGR, driven by 1) 10% CAGR in its core business, and 2) 60% CAGR in AMD's data center business. The company's long-term model also calls for GMs between 55% to 58%, driven by additional
WDC
WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
DBD DIEBOLD NIXDORF INCORPORATED
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
DBD DIEBOLD NIXDORF INCORPORATED
Chase Tohanczyn ... (+3)
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Solid Results But Investments Temper Enthusiasm; Outperform, $190 PT
Figure 1. 3Q25 ResultsSource: Company reports, Wedbush estimates, VisibleAlpha consensusHealthy results in 3Q. Total revenue of $6.0B (+38.3% Y/Y) was ~6% above the Street's $5.6B (+30.2% Y/Y) estimate, with upside across all core segments relative to expectations. Specifically, the eCommerce segme
Yun Zhong
- Yun Zhong
Wedbush Research
- Wedbush Research
WDC
WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
NTLA INTELLIA THERAPEUTICS INC.
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
ZNTL INC.
TLS ZENTALIS PHARMACEUTICALS
STX TELOS
GFS SEAGATE TECHNOLOGY HLDGS PLC
GETY GLOBALFOUNDRIES INC
DDI GETTY IMAGES HOLDINGS INC
DOUBLEDOWN INTERACTIVE CO LTD
VYGR VOYAGER THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
NTLA INTELLIA THERAPEUTICS INC.
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
ZNTL INC.
TLS ZENTALIS PHARMACEUTICALS
STX TELOS
GFS SEAGATE TECHNOLOGY HLDGS PLC
GETY GLOBALFOUNDRIES INC
DDI GETTY IMAGES HOLDINGS INC
DOUBLEDOWN INTERACTIVE CO LTD
