reports
- Martin Huseby Karlsen
Consensus back in focus and tier-2 deepwater risk
With the start of the Q1 reporting season for Offshore Drilling, we sense increased investor attention on the risk to consensus. Although we like the investment case for its valuation in the out-years (2026), our estimates remain below consensus. We see potential for share price volatility as near-term consensus is revised lower, while investors gradually underwrite 2026 valuations. We also believe the gaps between contracts and increased idle-time risk for tier-2 deepwater rigs are not properly...
- Moshe Katri
- Spencer Lebov
EXL Reports 2024 First Quarter Results
EXL Reports 2024 First Quarter Results 2024 First Quarter Revenue of $436.5 Million, up 9.0% year-over-yearQ1 Diluted EPS (GAAP) (1) of $0.29, down 3.3% from $0.30 in Q1 of 2023Q1 Adjusted Diluted EPS (Non-GAAP) (1) (2) of $0.38, up 8.9% from $0.35 in Q1 of 2023 NEW YORK, May 02, 2024 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. (NASDAQ: EXLS), a leading data analytics and digital operations and solutions company, today announced its financial results for the quarter ended March 31, 2024. Rohit Kapoor, Chairman and Chief Executive Officer, said, “We are pleased with our first quart...
Moody's Ratings says Fulton Financial's acquisition of Republic First ...
Moody's Ratings (Moody's) stated that Fulton Financial Corporation's (long-term issuer rating Baa2 negative) recent acquisition on 26 April 2024 of Republic First Bank ("Republic") is credit neutral and has no immediate implications for Fulton's ratings and outlook. The acquisition's transaction res...
Chimerix Reports First Quarter 2024 Financial Results and Provides Ope...
Chimerix Reports First Quarter 2024 Financial Results and Provides Operational Update – Dordaviprone (ONC201) ACTION Study Progressing; Reiterates Expectations for Interim Overall Survival (OS) Data in 2025 and Final OS Data in 2026 – – No Dose Limiting Toxicity in ONC206 Phase 1 Studies to Date, Preliminary Phase 1 Safety and Pharmacokinetic (PK) Data Expected This Summer – – Company to Advance Dordaviprone in Provisional Registration Process Following Positive Interaction with Therapeutic Goods Administration (TGA) in Australia – – Conference Call at 8:30 a.m. ET Today – DURHAM, N.C...
Transocean Ltd. Announces Consent Solicitation for 8.375% Senior Secur...
Transocean Ltd. Announces Consent Solicitation for 8.375% Senior Secured Notes due 2028 STEINHAUSEN, Switzerland, May 01, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) announced today that its wholly owned and indirect subsidiary, Transocean Titan Financing Limited (the “Company” and, together with Transocean Ltd., “Transocean”), is soliciting consents (“Consents” and, such solicitation being referred to herein as, the “Consent Solicitation”) from holders (the “Holders”) of its outstanding 8.375% Senior Secured Notes due 2028 (the “Notes”) as of 5:00 p.m. New York City time, on Apr...
- David Carlson
- David Nierengarten
- Dennis Pak
- Martin Fan
- Wedbush Research
LOGN LOGITECH INTERNATIONAL S.A.
VMW VMWARE INC. CLASS A
QRVO QORVO INC.
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SGMO SANGAMO THERAPEUTICS INC.
SBUX STARBUCKS CORPORATION
RWT REDWOOD TRUST INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
PCRX PACIRA BIOSCIENCES INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MCD MCDONALD'S CORPORATION
KURA KURA ONCOLOGY INC.
KPTI KARYOPHARM THERAPEUTICS
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FTNT FORTINET INC.
FATE FATE THERAPEUTICS INC
EXLS EXLSERVICE HOLDINGS INC.
EAT BRINKER INTERNATIONAL INC.
DENN DENNY'S CORPORATION
CTMX CYTOMX THERAPEUTICS INC.
CMRX CHIMERIX INC
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
SWKS SKYWORKS SOLUTIONS INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
TMHC TAYLOR MORRISON HOME CORPORATION
HPE HEWLETT PACKARD ENTERPRISE CO.
TWTR TWITTER INC.
UTHR UNITED THERAPEUTICS CORPORATION
CLSD CLEARSIDE BIOMEDICAL INC
ALBO ALBIREO PHARMA
ANAB ANAPTYSBIO INC.
KALA KALA PHARMACEUTICALS INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
GTHX G1 THERAPEUTICS
ALPN ALPINE IMMUNE SCIENCES
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
AVGO BROADCOM INC.
HEAR TURTLE BEACH CORP.
SURF SURFACE ONCOLOGY
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LQDA LIQUIDIA CORPORATION
REPL REPLIMUNE GROUP
AX AXOS FINANCIAL INC.
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
PINS PINTEREST INC. CLASS A
BCEL ATRECA
DELL DELL TECHNOLOGIES INC CLASS C
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
LC LENDINGCLUB CORP
SMCI SUPER MICRO COMPUTER
AQST INC.
IDYA AQUESTIVE THERAPEUTICS
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
CRSR ADICET BIO INC
ITOS CORSAIR GAMING
ZNTL ITEOS THERAPEUTICS
PRAX ZENTALIS PHARMACEUTICALS
FUBO PRAXIS PRECISION MEDICINES
TVTX FUBOTV
LSEA TRAVERE THERAPEUTICS INC
VRDN LANDSEA HOMES CORP (A)
DAWN VIRIDIAN THERAPEUTICS INC
ELEV DAY ONE BIOPHARMACEUTICALS INC
OMGA ELEVATION ONCOLOGY
LBPH OMEGA THERAPEUTICS
THRX LONGBOARD PHARMACEUTICALS
MRVL THESEUS PHARMACEUTICALS
STX INC.
DSGN MARVELL TECHNOLOGY INC
ATXS SEAGATE TECHNOLOGY HLDGS PLC
AVTE DESIGN THERAPEUTICS INC
GFS ASTRIA THERAPEUTICS INC
RLYB AEROVATE THERAPEUTICS INC
KRTX GLOBALFOUNDRIES INC
FUSN RALLYBIO CORP
VIGL KARUNA THERAPEUTICS INC
EWTX FUSION PHARMACEUTICALS INC
VIGIL NEUROSCIENCE INC
EDGEWISE THERAPEUTICS INC
- David Carlson
- David Nierengarten
- Dennis Pak
- Laura Chico
- Liana Moussatos
- Martin Fan
- Ritika Das
- Robert Driscoll
- Sam Ravina
XENE XENON PHARMACEUTICALS INC
VYGR VOYAGER THERAPEUTICS INC.
SGMO SANGAMO THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
PCRX PACIRA BIOSCIENCES INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
KPTI KARYOPHARM THERAPEUTICS
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.
ARDX ARDELYX INC
FRX_CN FENNEC PHARMACEUTICALS
UTHR UNITED THERAPEUTICS CORPORATION
CLSD CLEARSIDE BIOMEDICAL INC
ALBO ALBIREO PHARMA
ANAB ANAPTYSBIO INC.
KALA KALA PHARMACEUTICALS INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
GTHX G1 THERAPEUTICS
ALPN ALPINE IMMUNE SCIENCES
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SURF SURFACE ONCOLOGY
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LQDA LIQUIDIA CORPORATION
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
BCEL ATRECA
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
AQST AQUESTIVE THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
ITOS ITEOS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
PRAX PRAXIS PRECISION MEDICINES
TVTX TRAVERE THERAPEUTICS INC
VRDN VIRIDIAN THERAPEUTICS INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
OMGA OMEGA THERAPEUTICS
LBPH LONGBOARD PHARMACEUTICALS
THRX THESEUS PHARMACEUTICALS
DSGN INC.
ATXS DESIGN THERAPEUTICS INC
AVTE ASTRIA THERAPEUTICS INC
RLYB AEROVATE THERAPEUTICS INC
KRTX RALLYBIO CORP
FUSN KARUNA THERAPEUTICS INC
VIGL FUSION PHARMACEUTICALS INC
EWTX VIGIL NEUROSCIENCE INC
EDGEWISE THERAPEUTICS INC
- Moshe Katri
- Spencer Lebov
Clough Global Equity Fund: 1 director
A director at Clough Global Equity Fund bought 50,000 shares at 6.358USD 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 ye...
- Jonathan Moreland
Transocean Ltd. Reports First Quarter 2024 Results
Transocean Ltd. Reports First Quarter 2024 Results Three months ended March 31, December 31, Sequential 2024 2023 change(In millions, except per share amounts and backlog) Contract drilling revenues$763 $741 $22 Adjusted contract drilling revenues$767 $748 $19 Revenue efficiency(1) 92.9 % 97.0 % (4.1)% Operating and maintenance expense$523 $569 $(46) Net income (loss) attributable to controlling interest$98 $(104) $202 Diluted earnings (loss) per share$0.11 $(0.13) $0.24 Adjusted EBITDA$199 $122 $77 Adjusted EBITDA...
- Martin Huseby Karlsen
Transocean Minor model adjustments
We have updated our estimates, primarily due to Transocean’s recent fleet status report. Despite having small delays included in the fleet status report, we remain just above the guidance and largely in line with Bloomberg consensus ahead of the Q1 results (due today after market close). We expect Q1 EBITDA of USD195m, largely in line with consensus (USD190m) and just above the guidance (USD188m). We do not consider these changes to be material, and we have not changed our HOLD recommendation. W...
- David Carlson
- David Nierengarten
- Dennis Pak
- Laura Chico
- Martin Fan
- Ritika Das
- Robert Driscoll
- Sam Ravina
RARE ULTRAGENYX PHARMACEUTICAL INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
GERN GERON CORP.
CMRX CHIMERIX INC
BPMC BLUEPRINT MEDICINES CORP.
ARDX ARDELYX INC
UTHR UNITED THERAPEUTICS CORPORATION
GTHX G1 THERAPEUTICS
SWTX SPRINGWORKS THERAPEUTICS
- Wedbush Research
DPZ DOMINO'S PIZZA INC.
SHAK SHAKE SHACK INC. CLASS A
WING WINGSTOP INC.
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
VLY VALLEY NATIONAL BANCORP
TXRH TEXAS ROADHOUSE INC.
TSCO TRACTOR SUPPLY COMPANY
SKX SKECHERS U.S.A. INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MCD MCDONALD'S CORPORATION
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FFWM FIRST FOUNDATION
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EWBC EAST WEST BANCORP INC.
EAT BRINKER INTERNATIONAL INC.
DENN DENNY'S CORPORATION
CUBI CUSTOMERS BANCORP INC.
CTMX CYTOMX THERAPEUTICS INC.
COLB COLUMBIA BANKING SYSTEM INC.
CMRX CHIMERIX INC
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BPMC BLUEPRINT MEDICINES CORP.
AXTI AXT INC.
BJRI BJ'S RESTAURANTS INC.
CFR CULLEN/FROST BANKERS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
MRSN MERSANA THERAPEUTICS
GTHX G1 THERAPEUTICS
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
AVGO BROADCOM INC.
SRRK SCHOLAR ROCK HOLDING CORPORATION
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
RVMD IDEAYA BIOSCIENCES
BDTX REVOLUTION MEDICINES
ITOS BLACK DIAMOND THERAPEUTICS
ORIC ITEOS THERAPEUTICS
ZNTL ORIC PHARMACEUTICALS
BEAM ZENTALIS PHARMACEUTICALS
COGT BEAM THERAPEUTICS
IMNM COGENT BIOSCIENCES INC
VOR IMMUNOME
NUVB VOR BIOPHARMA
DAWN NUVATION BIO INC (A)
ELEV DAY ONE BIOPHARMACEUTICALS INC
FHTX ELEVATION ONCOLOGY
STX FOGHORN THERAPEUTICS
IKNA SEAGATE TECHNOLOGY HLDGS PLC
TCRX IKENA ONCOLOGY INC
HOWL TSCAN THERAPEUTICS INC
GLUE WEREWOLF THERAPEUTICS INC
GFS MONTE ROSA THERAPEUTICS INC
CMPX GLOBALFOUNDRIES INC
GMTX COMPASS THERAPEUTICS
JANX GEMINI THERAPEUTICS INC
TYRA JANUX THERAPEUTICS INC
HR TYRA BIOSCIENCES INC
NUVL HEALTHCARE TRUST OF AMERICA INC.
BOLD NUVALENT INC
AUDENTES THERAPEUTICS
Vincerx Pharma Announces Pricing of Underwritten Public Offering of Co...
Vincerx Pharma Announces Pricing of Underwritten Public Offering of Common Stock and Warrants PALO ALTO, Calif., April 25, 2024 (GLOBE NEWSWIRE) -- Vincerx Pharma, Inc. (Nasdaq: VINC) today announced the pricing of an underwritten public offering of (i) 6,000,000 shares of its common stock and accompanying common stock warrants to purchase an aggregate of 6,000,000 shares of common stock, and (ii) to certain investors, pre-funded warrants to purchase up to an aggregate of 16,000,000 shares of common stock and accompanying common stock warrants to purchase up to an aggregate of 16,000,000 ...
Vincerx Pharma Announces Proposed Underwritten Public Offering of Comm...
Vincerx Pharma Announces Proposed Underwritten Public Offering of Common Stock and Warrants PALO ALTO, Calif., April 25, 2024 (GLOBE NEWSWIRE) -- Vincerx Pharma, Inc. (Nasdaq: VINC) today announced a proposed underwritten public offering of shares of its common stock and accompanying common stock warrants to purchase shares of its common stock and, to certain investors, pre-funded warrants to purchase shares of common stock and accompanying common stock warrants to purchase shares of its common stock. All of the shares, pre-funded warrants and common stock warrants in the proposed offerin...
ACNB Corporation Reports 2024 First Quarter Financial Results
ACNB Corporation Reports 2024 First Quarter Financial Results GETTYSBURG, Pa., April 25, 2024 (GLOBE NEWSWIRE) -- ACNB Corporation (NASDAQ: ACNB) (“ACNB” or the “Corporation”), financial holding company for ACNB Bank and ACNB Insurance Services, Inc., announced net income of $6.8 million, or $0.80 per diluted earnings per share, for the three months ended March 31, 2024 compared to net income of $9.0 million, or $1.06 per diluted earnings per share, for the three months ended March 31, 2023. Compared to the three months ended December 31, 2023, net income and diluted earnings per share fo...
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