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Matthew Weiss ... (+2)
  • 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

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: August 9, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

No Price Too High For This Gem; Neutral, $280 PT

Figure 1. 2Q25 Results vs. EstimatesSource: Company reports, Wedbush estimates, FactSet consensus2Q25 results ahead of expectations. DoorDash reported 2Q marketplace gross order value (GOV) of $24.2B (+23.0% Y/Y) above the Street's estimate of $23.6B (+19.8% Y/Y) and ahead of the high end of guidan

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

Solid Results with FY25 EPS/FCF Guide Raised; Momentum Building, Not T...

A Closer Look at FY2Q25 (June) ResultsRevenueTotal revenue of $620.4 million (up 5% y/y) came in above both the company’s guidance range of $614.0 million to $620.0 million and the Street’s $617.8 million estimate with small business customers and GSPs driving market growth and strong execution of

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Now Arriving: July '25 Online Travel Trends

Key Findings:US hotel RevPAR growth has averaged -0.4% Y/Y in 2Q, from +2% Y/Y in 1Q and +4% Y/Y in 4Q24. Growth fell ~1% Y/Y in June after flat Y/Y growth (~0%) in both May and April. Trends are slightly more positive on a 2-year stacked basis, with RevPAR growth averaging +1% Y/Y in 2Q, consisten

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: July 12, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: July 5, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Ringcentral Inc: 2 directors

Two Directors at Ringcentral Inc sold 28,961 shares at between 27.688USD and 28.000USD. The significance rating of the trade was 60/100. 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 ...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: June 28, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: June 21, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: June 18, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

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