reports
Moody's Ratings assigns Baa1 ratings to T-Mobile's proposed backed sen...
Moody's Ratings (Moody's) assigned Baa1 ratings to T-Mobile USA, Inc.'s (T-Mobile) proposed backed senior unsecured notes, which will be comprised of various maturities. T-Mobile intends to use the net proceeds from the proposed offering for general corporate purposes, which may include share repurc...
- Blair Levin
What Policies Matter to Telco’s Success: Supply Side or Demand Side? ...
T CEO John Stankey recently said that “I’ve never seen federal policy this supportive of market-based investment in advanced networks.” That statement raises multiple interesting investor related questions about what does, and does not, support investment in advanced networks, including the relative importance of those policies that drive supply and those that drive demand, and how government is treating advanced networks versus networks that have lower cost structures but also involve lower pe...
- Benoit Valleaux
- Steven Gould
AKE ARKEMA
INFINEON INFINEON TECHNOLOGIES AG
EQNR EQUINOR ASA
BT.A BT GROUP PLC
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
DEMANT DEMANT A/S
RHM RHEINMETALL AG
CPG COMPASS GROUP PLC
LXS LANXESS AG
DSV DSV PANALPINA A/S
RAND RANDSTAD NV
SDF K+S AG
BAS BASF SE
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
RAA RATIONAL AG
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SPSN SWISS PRIME SITE AG
EVK EVONIK INDUSTRIES AG
ASSA B ASSA ABLOY AB CLASS B
SAN BANCO SANTANDER S.A.
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
FPE3 FUCHS PETROLUB SE
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
DSFIR KONINKLIJKE DSM N.V.
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
VIRI VIRIDIEN
QGEN QIAGEN N.V.
AAL ANGLO AMERICAN PLC
- Stephane Beyazian
- Benoit Valleaux
- Steven Gould
AKE ARKEMA
INFINEON INFINEON TECHNOLOGIES AG
EQNR EQUINOR ASA
BT.A BT GROUP PLC
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
DEMANT DEMANT A/S
RHM RHEINMETALL AG
CPG COMPASS GROUP PLC
LXS LANXESS AG
DSV DSV PANALPINA A/S
RAND RANDSTAD NV
SDF K+S AG
BAS BASF SE
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
RAA RATIONAL AG
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SPSN SWISS PRIME SITE AG
EVK EVONIK INDUSTRIES AG
ASSA B ASSA ABLOY AB CLASS B
SAN BANCO SANTANDER S.A.
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
FPE3 FUCHS PETROLUB SE
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
DSFIR KONINKLIJKE DSM N.V.
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
VIRI VIRIDIEN
QGEN QIAGEN N.V.
- Stephane Beyazian
Calix Inc: 1 director
A director at Calix Inc sold 25,000 shares at 47.268USD and the significance rating of the trade was 67/100. 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 clearly showi...
Verizon Communications Inc: 1 director
A director at Verizon Communications Inc sold 9,579 shares at 44.880USD and the significance rating of the trade was 57/100. 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 yea...
- Jonathan Moreland
- Blair Levin
T Threats Limited in Senate FirstNet Hearing; House Hearing This Week
In a legislative battle pitting the interests of T v. VZ and TMUS, the Senate held a hearing last week on the reauthorization of the FirstNet Authority (FNA), with the House holding another one this coming Wednesday. In this note, we analyze the first hearing as well as a draft House bill with an eye toward whether the upcoming Congressional action is likely to change the current economics of public safety communications for T, VZ, and TMUS.
- 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.
PEP PEPSICO INC.
ATNI ATN INTERNATIONAL INC.
AMN AMN HEALTHCARE SERVICES INC.
VZ VERIZON COMMUNICATIONS INC.
TNET TRINET GROUP INC.
T AT&T INC.
SM SM ENERGY COMPANY
RHI ROBERT HALF INTERNATIONAL INC.
POST POST HOLDINGS INC.
NSP INSPERITY INC.
LAND GLADSTONE LAND CORP.
GIS GENERAL MILLS INC.
FLO FLOWERS FOODS INC.
EPC EDGEWELL PERSONAL CARE CO.
DECK DECKERS OUTDOOR CORPORATION
CVX CHEVRON CORPORATION
CPA COPA HOLDINGS S.A. CLASS A
COG CABOT OIL & GAS CORPORATION
CLX CLOROX COMPANY
CL COLGATE-PALMOLIVE COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHD CHURCH & DWIGHT CO. INC.
CAG CONAGRA BRANDS INC.
BEN FRANKLIN RESOURCES INC.
ASC ARDMORE SHIPPING
TMP TELEMEDYCYNA POLSKA
ARC AUSTRALIAN RURAL CAPITAL
AAOI APPLIED OPTOELECTRONICS INC.
KELYA KELLY SERVICES INC. CLASS A
KFRC KFORCE INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
OPY OPPENHEIMER HOLDINGS INC. CLASS A
JBSS JOHN B. SANFILIPPO & SON INC.
CNX CNX RESOURCES CORPORATION
ASGN ASGN INC
AX AXOS FINANCIAL INC.
RRBI RED RIVER BANCSHARES
CARE CARTER BANKSHARES INC
GE GENERAL ELECTRIC CO.
AVBH AVIDBANK HLDGS INC
MPTI M TRON INDUSTRIES INC
PKST PEAKSTONE REALTY TRUST
TOYO TOYO CO LTD
AEBI AEBI SCHMIDT HOLDING AG
SNDK SANDISK CORP
PBCO PBCO FINANCIAL CORP COM
- David Barden
T Quick Hit: AT&T closes Lumen fiber transaction
AT&T announced this morning that they have closed the Lumen fiber transaction. As part of this transaction, AT&T acquires over 4MM fiber locations and more than 1MM fiber customers in major markets. AT&T also acquires Lumen’s fiber build engine which should help accelerate fiber deployment. We published two comprehensive reports when the transaction was announced.
- David Barden
VZ Quick Hit: Sampath out?
According to an article out this morning from the FT, Verizon has contacted potential replacements for its CEO of Consumer Sampath. The news is a surprise given his 'heir apparent' status and the short duration of now-CEO Dan Schulman's existing contract. Our view is that even more change, and therefore uncertainty, in the wireless industry C-suite is not a positive for the sector. Verizon has a lot of wood to chop to make good on ambitious '26E guidance and introduce a new 'value proposition' i...
- Jonathan Moreland
TCBI TEXAS CAPITAL BANCSHARES INC.
SCL STEPAN COMPANY
RLI RLI CORP.
NBTB NBT BANCORP INC.
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
LMNR LIMONEIRA CO.
IPAR INTER PARFUMS INC.
IP INTERNATIONAL PAPER COMPANY
INTC INTEL CORPORATION
GME GAMESTOP CORP. CLASS A
CMC COMMERCIAL METALS COMPANY
CGNX COGNEX CORPORATION
CASY CASEY'S GENERAL STORES INC.
CALX CALIX NETWORKS
PAR PAR TECHNOLOGY CORP.
PLBC PLUMAS BANCORP
GLO CLOUGH GLOBAL OPPORTUNITIES FUND
CRVS CORVUS PHARMACEUTICALS
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ESQ ESQUIRE FINANCIAL HOLDINGS
ABT ABBOTT LABORATORIES
THM INTERNATIONAL TOWER HILL MINES LTD
NWFL NORWOOD FINANCIAL CORP.
ZIVO ZIVO BIOSCIENCE
ANIX INC.
AMTB ANIXA BIOSCIENCES
CABA AMERANT BANCORP (A)
JYNT CABALETTA BIO
ALLY THE JOINT
ALT GMAC LLC
APG ALTIMMUNE INC
ZNTL API GROUP CORP
AVO ZENTALIS PHARMACEUTICALS
TMC MISSION PRODUCE
IMRX TMC THE METALS CO INC
BST IMMUNEERING CORP
LUCY BLACKROCK SCIENCE AND TECHNOLOGY TRUST
PMCB INNOVATIVE EYEWEAR INC
VANI PHARMACYTE BIOTECH INC
ACRV VIVANI MEDICAL INC
BOF ACRIVON THERAPEUTICS INC
SRBK BRANCHOUT FOOD INC.
WS WI SR BANCORP INC
GDV WORTHINGTON STEEL
GF THE GABELLI DIVIDEND & INCOME TRUST
CVM THE NEW GERMANY FUND
MSTR INC.
BDSX CEL-SCI CORPORATION
MPTI MICROSTRATEGY INCORPORATED
MIGI BIODESIX INC
SQNS M-TRON INDUSTRIES
INC.
MAWSON INFRASTRUCTURE GROUP INC
SEQUANS COMMUNICATIONS
- David Barden
Verizon 4Q25 Quick Take: Not kidding around with the ‘Dan Plan’
It’s all about the future. The Verizon 4Q results press release was nearly 50% above guidance for 2026E and about how much better this coming year will be than in recent years past. 4Q was objectively not great as VZ invested to win stronger than expected post-paid phone net adds and ‘transform’ the company to a customer-centric model which can sustain subscriber growth at current prices.
Verizon Delivers on 2025 Financial Guidance with Highest Quarterly Net...
Verizon Delivers on 2025 Financial Guidance with Highest Quarterly Net Adds Since 2019 Strong Fourth-Quarter Results and 2026 Guidance Reflect Impact of Bold Actions and Beginning of Verizon's Turnaround Key Highlights: More than 1 million total net additions across mobility and broadband, highest reported quarterly net additions since 2019, with 616,000 postpaid phone net additionsFrontier acquisition expands fiber access to over 30 million homes and businesses, accelerating national mobility and broadband convergence strategy NEW YORK, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Verizon Com...
- David Barden
AT&T: Only modest changes to estimates following 4Q results
Earlier today, we published our quick take on AT&T’s 4Q results and our note following the earnings call where we discussed some controversies heading into today’s results. This note focuses on the model update. Our subscriber estimate changes are modest. Revenue, EBITDA and FCF are slightly higher but within the guidance range. A full refresh reflecting the new reporting structure is forthcoming.
- David Barden
AT&T: That wasn’t such a scary start to US wireless results and guidan...
We shared our view of AT&T’s results this morning (note here). Results and guidance were solid. In this note following the earnings call and our multiple follow up conversations, we address key investor issues including 1) postpaid phone ARPU growth; 2) the pace of fiber deployment; 3) Internet Air net adds and ARPU growth; and 4) broadband ARPU growth. You see the trend, right? People care deeply about price and ARPU.
- David Barden
AT&T 4Q25 Quick Take: A reassuring start to 4Q results and initial ‘26...
AT&T reported 4Q results and guidance this morning which largely met or topped expectations. Given the concerns about interior industry competitive dynamics (ok, price war fears), the fact that ARPU and net adds and ‘26 guidance are all pretty much where they should be is a healthy place to start 4Q results season.
- David Barden
Wireless: Key controversies heading into US wireless 4Q25 results and ...
We can’t remember a time when investors were as nervous about wireless earnings as they are going into 4Q25 results. We think this concern is by and large overblown and we will all come out feeling consoled on the other side of this earnings cycle. In this short note, we discuss the key controversies impacting the wireless sector currently and our perspective.
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