reports
- Wedbush Research
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
OVID OVID THERAPEUTICS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
VRDN VIRIDIAN THERAPEUTICS INC
VOR VOR BIOPHARMA
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION
ATXS ASTRIA THERAPEUTICS INC
YOU CLEAR SECURE INC
SLDB SOLID BIOSCIENCES INC
JBIO JADE BIOSCIENCES INC
IMA IMAGENEBIO INC.
KLAR KLARNA GROUP PLC
BBOT BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
2025 Holiday eCommerce Tracker: Cautiously Optimistic
Holiday sales began last month with Amazon hosting its Prime Big Deal Days on October 7 and 8 alongside similar early deal events from retailers. Forecasts from Bain and Adobe anticipated Amazon US GMV growth of +7% and +6% Y/Y, respectively, during the two-day event. The majority of purchases duri
- Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
ARGX ARGENX ADS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PHVS AIRBNB INC. CLASS A
XMTR PHARVARIS NV
STX XOMETRY
TTD INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT THE TRADE DESK
YOU INC.
MLTX GLOBALFOUNDRIES INC
RUM CI&T INC
CART CLEAR SECURE INC
ORKA MOONLAKE IMMUNOTHERAPEUTICS
SERV RUMBLE INC
BBOT MAPLEBEAR INC.
ORUKA THERAPEUTICS INC
SERVE ROBOTICS INC
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
3Q25 Postmortem: Sentiment Guide Following Results
Post-results, we think the disconnect between fundamentals and investor sentiment offers attractive upside for the highest-quality names in our coverage. We’ve become more constructive on the companies below:META (Outperform) - We are adding Meta Platforms to the Best Ideas List and maintain our $9
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
Shopify Inc: 2 directors
Two Directors at Shopify Inc sold/sold after exercising options 2,208 shares at between 159.560USD and 165.610USD. The significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the co...
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Solid Results, High Expectations; OP, $185 PT
Figure 1. 3Q25 ResultsSource: Company documents, Wedbush estimates, FactSet consensus3Q results healthy versus expectations. Shopify delivered 3Q GMV of $92.0B (+32.0% Y/Y) vs. consensus of $89.2B (+27.9% Y/Y), and total revenue of $2.8B (+31.5% Y/Y), approximately ~3% above St. expectations. GMV g
Moody's Ratings affirms Extra Space's Baa2 senior unsecured ratings an...
Moody's Ratings (Moody's) today affirmed the ratings of Extra Space Storage LP, the main operating subsidiary of Extra Space Storage Inc. (collectively "Extra Space"), including its Baa2 issuer rating, Baa2 senior unsecured rating, Baa2 backed senior unsecured rating, (P)Baa2 senior unsecured shelf ...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR 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
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
NFLX NETFLIX INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
BEAM INC.
DASH BEAM THERAPEUTICS
ABNB DOORDASH
STX AIRBNB INC. CLASS A
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
CINT GLOBALFOUNDRIES INC
YOU CI&T INC
PRME CLEAR SECURE INC
CART PRIME MEDICINE INC
MAPLEBEAR INC.
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
Extra Space Storage Inc: 1 director
A director at Extra Space Storage Inc sold 7,500 shares at 141.410USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Downgrading Utilities to Market Weight We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&P 500 (SPX) is above 6028-6059. Shorter-term, the SPX continues to make higher lows as new leaders emerge and rotations continue; we would need to see a break below 6340-6360 in order to have confidence that a consolidation period has finally begun. Short-term supports on SPX include 6400-6410, 6340-6360, 6200, 6100-6150...
RGLD ROYAL GOLD INC.
Z ZILLOW GROUP INC. CLASS C
MU MICRON TECHNOLOGY INC.
FNV. FRANCO-NEVADA CORPORATION
CDNS CADENCE DESIGN SYSTEMS INC.
AGI. ALAMOS GOLD INC.
ABX. BARRICK GOLD CORPORATION
K. KINROSS GOLD CORPORATION
IMG. IAMGOLD CORPORATION
NEM NEM INSURANCE
IGV I GRANDI VIAGGI
JMIA JUMIA TECHNOLOGIES
FROG JFROG
U UNITY SOFTWARE
PLTR PALANTIR TECHNOLOGIES
HIMS HIMS AND HERS HEALTH INC (A)
APP APPLOVIN CORP
SOUN SOUNDHOUND AI INC
RR RICHTECH ROBOTICS INC
GRALV GRAIL INC.
RDDT REDDIT INC
RZLV REZOLVE AI LIMITED
- Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
WD WALKER & DUNLOP INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
OVID OVID THERAPEUTICS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
BUR PALANTIR TECHNOLOGIES
FNMA BURFORD CAPITAL
XMTR FEDERAL NATIONAL MORTGAGE ASSOCIATION
XOS XOMETRY
STX INC.
TTD XOS INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
ALCC CI&T INC
CART CLEAR SECURE INC
ANRO RUMBLE INC
JBIO ALTC ACQUISITION CORP
MAPLEBEAR INC.
ALTO NEUROSCIENCE INC
JADE BIOSCIENCES INC
- Matthew Weiss
- Scott Devitt
2Q25 Postmortem: Sentiment Guide Following Results
Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
- Matthew Weiss
- Scott Devitt
Positive Inflection; OP, $160 PT
Figure 1. 2Q25 ResultsSource: Company documents, Wedbush estimates, FactSet consensus2Q results healthy versus expectations. Shopify delivered 2Q GMV of $87.8B (+30.6% Y/Y) vs. consensus of $81.6B (+21.4% Y/Y), and total revenue of $2.7B (+31.1% Y/Y), approximately ~5% above St. expectations. GMV g
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CNK CINEMARK HOLDINGS INC.
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
TSEM TOWER SEMICONDUCTOR LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
- Matthew Weiss
- Scott Devitt
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
- Wedbush Research
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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
VOR INC.
STX VOR BIOPHARMA
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Matthew Weiss
- Scott Devitt
- Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
NICE NICE LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
GOSS GOSSAMER BIO
DT DYNATRACE INC.
SMCI SUPER MICRO COMPUTER
TVTX INC.
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
NUVB AIRBNB INC. CLASS A
XMTR NUVATION BIO INC (A)
XOS XOMETRY
STX INC.
TTD XOS INC.
TMC SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
YOU INC.
RUM THE METALS COMPANY INC
SLDB GLOBALFOUNDRIES INC
CART CLEAR SECURE INC
LAC. RUMBLE INC
MXL-US SOLID BIOSCIENCES INC
MAPLEBEAR INC.
LITHIUM AMERICAS CORP NEW
MAXLINEAR
INC.
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