reports
- Dave Nicoski
- Ross LaDuke
COP CONOCOPHILLIPS
SPTN SPARTANNASH CO
GE GENERAL ELECTRIC COMPANY
SLB.N SCHLUMBERGER NV
CNHI CNH INDUSTRIAL NV
WLDN WILLDAN GROUP
SIG SIGNET JEWELERS LIMITED
EVEREST RE GROUP LTD.
RDN RADIAN GROUP INC.
NSP INSPERITY INC.
NEU NEWMARKET CORPORATION
MOS MOSAIC COMPANY
MDLZ MONDELEZ INTERNATIONAL INC. CLASS A
LKQ LKQ CORPORATION
HOO HERBALIFE NUTRITION LTD.
HCA HCA HEALTHCARE INC
EEFT EURONET WORLDWIDE INC.
DVN DEVON ENERGY CORPORATION
DLTR DOLLAR TREE INC.
DG DOLLAR GENERAL CORPORATION
CTRE CARETRUST REIT INC
CROX CROCS INC.
BAX BAXTER INTERNATIONAL INC.
FDP FRESH DEL MONTE PRODUCE INC.
SJW SJW GROUP
EVTC EVERTEC INC.
POR PORTLAND GENERAL ELECTRIC COMPANY
YORW YORK WATER CO.
SEB SEABOARD CORP.
CELH CELSIUS HOLDINGS INC.
STNE STONECO
CMT COMPTON PETROLEUM CORP.
CNXC CONCENTRIX
- Dylan Shindler
- Laura Chico
- Jonathan Chaplin
- Jonathan Chaplin
4Q24 Wireless Trends: Expectations for net adds are too high
This report focuses on drivers of subscriber growth in 2025. Expectations for net adds are too high, though expectations for service revenue and EBTDA look fine. We also reprised our work on comparative NPS, provide a comprehensive review of 4Q24 trends, and update our long-term forecast
Biogen’s Investigational Tau-Targeting Therapy BIIB080 Receives FDA Fa...
Biogen’s Investigational Tau-Targeting Therapy BIIB080 Receives FDA Fast Track Designation for the Treatment of Alzheimer’s Disease CAMBRIDGE, Mass., April 02, 2025 (GLOBE NEWSWIRE) -- Inc. (Nasdaq: BIIB) today announced that the U.S. Food and Drug Administration (FDA) has granted Fast Track designation to BIIB080, an investigational antisense oligonucleotide (ASO) therapy targeting tau, for the treatment of Alzheimer’s disease. Fast Track designation is intended to facilitate the development and expedite the review of investigational drugs that treat serious conditions and address unmet...
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
VYGR VOYAGER THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
PRGS PROGRESS SOFTWARE CORPORATION
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
MNRO MONRO INC
KURA KURA ONCOLOGY INC.
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
CMRX CHIMERIX INC
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
FRX_CN FENNEC PHARMACEUTICALS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
SAFE SAFEHOLD INC.
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
TVTX TRAVERE THERAPEUTICS INC
VRDN VIRIDIAN THERAPEUTICS INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
ATXS ASTRIA THERAPEUTICS INC
AVTE AEROVATE THERAPEUTICS INC
GMTX GEMINI THERAPEUTICS INC
VIGL VIGIL NEUROSCIENCE INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
APGE APOGEE THERAPEUTICS INC
- David Nierengarten
- Dennis Pak
- Dylan Shindler
- Laura Chico
- Martin Fan
- Ritika Das
- Robert Driscoll
- Yun Zhong
XENE XENON PHARMACEUTICALS INC
VYGR VOYAGER THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
CMRX CHIMERIX INC
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
FRX_CN FENNEC PHARMACEUTICALS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SURF SURFACE ONCOLOGY
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
TVTX TRAVERE THERAPEUTICS INC
VRDN VIRIDIAN THERAPEUTICS INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
ATXS ASTRIA THERAPEUTICS INC
AVTE AEROVATE THERAPEUTICS INC
GMTX GEMINI THERAPEUTICS INC
VIGL VIGIL NEUROSCIENCE INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
APGE APOGEE THERAPEUTICS INC
- Philip Burnett
A Signal for 1Q25 in AT&T FirstNet Connections?
FirstNet announced this morning that it has over 7MM FirstNet Connections as of 1Q25. That is up from 6.7MM connections at the end of 2024. Because of rounding, FirstNet net adds could be 275k-325k in 1Q25; this is generally in line with quarterly FirstNet adds over the past four years. While AT&T doesn't regularly disclose the split, at 2Q23 earnings they said that just over a third of FirstNet net adds were postpaid phones (the rest are non-phone devices). We would assume that there were 90k-1...
- Dylan Shindler
- Laura Chico
- Blair Levin
NSR Policy: Wireless Update: Kennedy Cancer Concerns
Plus, a Round One Win for T on 4.9 GHz, TMUS modifies DEI initiative, Carr Signals Hope for Reallocating Military Spectrum as CTIA Presses on Its Spectrum Needs and Its New Leader (Pai) Signals Splits with Carr on Merger Review Approach While there have been major developments in the last week on the future of USF, BEAD, and merger reviews, there have been smaller, but still significant, developments related to the future of wireless services. In this update, we cover those developments. The on...
- Philip Burnett
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
VRNT VERINT SYSTEMS INC.
TXRH TEXAS ROADHOUSE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SAGE SAGE THERAPEUTICS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NBIX NEUROCRINE BIOSCIENCES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
EA ELECTRONIC ARTS INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
TMC INC.
YOU THE METALS COMPANY INC
TYRA CLEAR SECURE INC
EWTX TYRA BIOSCIENCES INC
SYRE EDGEWISE THERAPEUTICS INC
SPYRE THERAPEUTICS INC.
- Dylan Shindler
- Laura Chico
- Jonathan Chaplin
Four killer insights from day one
We just wrapped up day one the Future-of-Connectivity conference that we host every year with BCG. We gleaned new insights into the risk of the broadband market getting more competitive, wireless market growth, what is driving the convergence imperative, and Lumen’s appetite for asset sales.
- Jonathan Chaplin
- Jonathan Chaplin
AT&T in talks to buy Lumen fiber assets
Bloomberg reports that AT&T is in exclusive discussions to buy the fiber business for “more than $5.5BN”. We are not at all surprised that the deal is happening or that AT&T is the buyer. We are surprised by the price – it looks too low. Our quick thoughts in this brief note.
Biogen Announces Plans for New Global Headquarters and Innovation Hub ...
Biogen Announces Plans for New Global Headquarters and Innovation Hub in Kendall Square Biogen signs lease for Kendall Common as part of multi-year real estate optimization plan to modernize its facilities and consolidate its Massachusetts real estate footprintNew building will be designed to foster collaboration and spark innovation; Biogen plans to relocate Cambridge-based employees to the new site in 2028 CAMBRIDGE, Mass., March 24, 2025 (GLOBE NEWSWIRE) -- Inc. (Nasdaq: BIIB) announced plans for its new global headquarters at Kendall Common, located at 75 Broadway in Cambridge...
- Dylan Shindler
- Laura Chico
- VRS RESEARCH TEAM
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
ATNI ATN INTERNATIONAL INC.
VZ VERIZON COMMUNICATIONS INC.
SYNL SYNALLOY CORP.
SCCO SOUTHERN COPPER CORPORATION
RGR STURM RUGER & COMPANY INC.
MRCY MERCURY SYSTEMS INC.
MKTX MARKETAXESS HOLDINGS INC.
KR KROGER CO.
FCX FREEPORT-MCMORAN INC.
EIG EMPLOYERS HOLDINGS INC.
DG DOLLAR GENERAL CORPORATION
CBOE CBOE GLOBAL MARKETS INC
ALL ALLSTATE CORPORATION
R1D AERCAP HOLDINGS NV
FNF FIDELITY NATIONAL FINANCIAL INC. - FNF GROUP
CNR. CANADIAN NATIONAL RAILWAY COMPANY
DGICA DONEGAL GROUP INC. CL A
LFVN LIFEVANTAGE
BRK.B BERKSHIRE HATHAWAY INC. CLASS B
HRTG HERITAGE INSURANCE HOLDINGS INC.
THG HANOVER INSURANCE GROUP INC.
FTG111 FLATEXDEGIRO AG
PAGS PAGSEGURO DIGITAL LTD
MGTX MEIRAGTX HOLDINGS PLC
OPRX OPTIMIZERX CORP
GRPN GROUPON INC.
RKT ROCKET COMPANIES
AVAH AVEANNA HEALTHCARE HLDGS INC
RGC REGENCELL BIOSCIENCE HLDGS LTD
QBTS D-WAVE QUANTUM INC.
ANG ANGLOGOLD ASHANTI LIMITED
METC RAMACO RESOURCES INC.
NXT NEXT GEOSOLUTIONS EUROPE S.P.A.
BNTC BENITEC BIOPHARMA INC
SARO STANDARDAERO INC.
ZBIO PROSHARES ULTRAPRO SHORT NASDAQ BIOTECHNOLOGY
USAU US GOLD CORP
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