reports
- David Barden
- Vikash Harlalka
Broadband Spring 2026 – A fine time for FWA
In this Broadband Spring report, we share a quick update on broadband industry trends from 4Q25 heading into 2026E. Industry net adds improved meaningfully in 4Q25 from a year ago but remained slightly below last year when we adjust for the loss of ACP. Net adds for the quarter were in line with the pre-pandemic norm but trailing twelve-month net adds remain below pre-pandemic levels. We take a deep-dive here into FWA’s continued strong momentum, by carrier, and how it fits into the overall broa...
- Jonathan Moreland
ZBRA ZEBRA TECHNOLOGIES CORPORATION CLASS A
XRAY DENTSPLY SIRONA INC.
VNO VORNADO REALTY TRUST
TCBI TEXAS CAPITAL BANCSHARES INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
MTDR MATADOR RESOURCES COMPANY
FFIN FIRST FINANCIAL BANKSHARES INC
WD WALKER & DUNLOP INC.
AUP AURINIA PHARMACEUTICALS INC.
SABR SABRE CORP.
TREX TREX COMPANY INC.
AJG ARTHUR J. GALLAGHER & CO.
KKR KKR & CO. INC.
SMCI SUPER MICRO COMPUTER
AHCO INC.
DCTH ADAPTHEALTH
TSLX DELCATH SYSTEMS
THRY SIXTH STREET SPECIALTY LENDING
EOSE INC.
AGL THRYV HOLDINGS
FRSH EOS ENERGY ENTERPRISES INC (A)
FA AGILON HEALTH
CMTG INC.
MYN FRESHWORKS INC.
WRB FIRST ADVANTAGE CORP NEW
BLCO CLAROS MORTGAGE TRUST
NMTC INC.
MSDL BLACKROCK MUNIYELD N Y INSD FD INC
LAW W.R. BERKLEY CORPORATION
BAUSCH + LOMB CORP
NEUROONE MEDICAL TECHNOLOGIES CORP
MORGAN STANLEY DIRECT LENDING
CS DISCO INC
Shentel Completes the Expansion of Gigabit Broadband Service in Bedfor...
Shentel Completes the Expansion of Gigabit Broadband Service in Bedford County EDINBURG, Va., March 03, 2026 (GLOBE NEWSWIRE) -- Shenandoah Telecommunications Company (Shentel) (Nasdaq: SHEN), a leading broadband service provider, is pleased to announce the completion of its Virginia Telecommunications Initiative (VATI) project to expand gigabit broadband internet service to more than 4,900 previously unserved homes in Bedford County, Virginia. The $24 million construction project was partly funded by the nationally recognized VATI program, administered by the Virginia Department of Housi...
Cardiff Oncology to Participate in Three Upcoming Investor Conferences...
Cardiff Oncology to Participate in Three Upcoming Investor Conferences SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Cardiff Oncology, Inc. (Nasdaq: CRDF), a clinical-stage biotechnology company leveraging PLK1 inhibition to develop novel therapies across a range of cancers, today announced that company management will participate in three upcoming investor conferences in March 2026. TD Cowen 46th Annual Health Care ConferenceDate: 03/04/26 Barclays 28th Annual Global Healthcare ConferenceDate: 03/10/26 Leerink Partners Global Healthcare Conference 2026Date: 03/11/26 Interested part...
Shenandoah Telecommunications Company Reports Fourth Quarter and Full ...
Shenandoah Telecommunications Company Reports Fourth Quarter and Full Year 2025 Results EDINBURG, Va., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Shenandoah Telecommunications Company (“Shentel”) (Nasdaq: SHEN) announced fourth quarter and full year 2025 financial and operating results. Fourth Quarter 2025 Highlights Glo Fiber Expansion Markets revenue grew 39.0% over the fourth quarter of 2024 to $23.0 million.Total revenue grew 7.2% to $91.6 million.Net loss from continuing operations was $5.4 million compared to $6.2 million in the fourth quarter of 2024.Adjusted EBITDA1 grew 31.3% to $33...
- Vikash Harlalka
CHTR Quick Hit: Nick Jeffery joins as Chief Operating Officer
Charter just announced that Nick Jeffery, former Frontier CEO, will join the company as Chief Operating Officer (COO). We think this is a good move by Charter and it should help them improve their operations meaningfully. We provide quick thoughts in this short note.
Codexis to Report Fourth Quarter and Fiscal Year 2025 Financial Result...
Codexis to Report Fourth Quarter and Fiscal Year 2025 Financial Results on March 11 REDWOOD CITY, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Codexis, Inc. (NASDAQ: CDXS), a leading provider of enzymatic solutions for efficient and scalable manufacturing of complex therapeutics, today announced that it will report its financial results for the fourth quarter and fiscal year 2025 on Wednesday, March 11, 2026, following the close of market. Codexis management will host a conference call and webcast at 4:30 pm Eastern Time to discuss the Company’s financial results and provide a business updat...
Cardiff Oncology Reports Full Year 2025 Results and Provides Business ...
Cardiff Oncology Reports Full Year 2025 Results and Provides Business Update Reported positive update from Phase 2 CRDF-004 trial in first-line RAS-mutated mCRC, with the 30 mg onvansertib + FOLFIRI/bev arm demonstrating:• Robust ORR of 72.2% (vs 43.2% with combined SoC of FOLFOX/bev and FOLFIRI/bev)• Significant improvement in PFS over combined SoC (HR: 0.37, p
- David Barden
Takeaways from Metro Connect 2026 Day One
Greetings from sunny, if chilly Fort Lauderdale where we are attending Metro Connect which one of our companies described as one of the two most important infrastructure conferences of the year. We are soooo lucky not to have gotten snowed in. If you are in the northeast, please stay warm! We just wrapped Day One where we had meetings and run-ins with many, primarily, small to mid-size private fiber operators. In this short note, we present our key takeaways from our conversations at the event.
- Jonathan Moreland
PCTY PAYLOCITY HOLDING CORP.
LXRX LEXICON PHARMACEUTICALS INC.
FFIN FIRST FINANCIAL BANKSHARES INC
ARDX ARDELYX INC
CNDT CONDUENT INC.
A2JHXF CEVA LOGISTICS AG
AVTR AVANTOR
VERX INC.
CVRX VERTEX
ELF INC.
NPWR CVRX
TLSI INC.
PMN E.L.F. BEAUTY
GF INC.
HYMC NET POWER INC
FIG TRISALUS LIFE SCIENCES INC
PROMIS NEUROSCIENCES INC.
THE NEW GERMANY FUND
INC.
HYCROFT MINING HOLDING CORPORATION
FIGMA INC.
Cardiff Oncology to Present at the Oppenheimer 36th Annual Healthcare ...
Cardiff Oncology to Present at the Oppenheimer 36th Annual Healthcare Life Sciences Conference SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Cardiff Oncology, Inc. (Nasdaq: CRDF), a clinical-stage biotechnology company leveraging PLK1 inhibition to develop novel therapies across a range of cancers, today announced that company management will present and participate in 1x1 investor meetings at the Oppenheimer 36th Annual Healthcare Life Sciences Conference, being held in a virtual format February 25-26, 2026. Details of the presentation can be found below. Presenter: Mani Mohindru, PhD (...
Shenandoah Telecommunications to Participate in March 2026 Investor Co...
Shenandoah Telecommunications to Participate in March 2026 Investor Conferences EDINBURG, Va., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Shenandoah Telecommunications Company (Shentel) (NASDAQ:SHEN) announced that Ed McKay, Chief Executive Officer, and Jim Volk, Chief Financial Officer will be participating in the following investor conferences in March 2026: The 2026 Morgan Stanley Technology, Media & Telecom Conference being held at the Palace Hotel, San Francisco, CA. Jim Volk will present on March 3, 2026 at 4:05PM PT. Investors may access a live webcast of the presentation at this or at ou...
Shentel’s Employee Volunteer Initiative Gives Back to Local Charities
Shentel’s Employee Volunteer Initiative Gives Back to Local Charities EDINBURG, Va., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Shenandoah Telecommunications Company (Shentel) (Nasdaq: SHEN), a leading broadband service provider, announced today that 114 employees contributed more than 572 volunteer hours over the past year in support of charitable organizations focused on addressing food and housing insecurity in the communities the Company serves. These efforts reflect Shentel’s deep-rooted commitment to community service and its belief that meaningful impact starts with employees who are connec...
Codexis to Participate in TD Cowen 46th Annual Health Care Conference
Codexis to Participate in TD Cowen 46th Annual Health Care Conference REDWOOD CITY, Calif., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Codexis, Inc. (NASDAQ: CDXS), a leading provider of enzymatic solutions for efficient and scalable manufacturing of complex therapeutics, today announced the Company will attend the TD Cowen 46th Annual Health Care Conference, being held March 2-4, 2026, in Boston, Massachusetts. Management will participate in a fireside chat on Tuesday, March 3, 2026, at 11:50 am ET. A live webcast of the event will be available in the Investor Relations section of the Company’s ...
Moody's Ratings places Clear Channel's ratings on review for upgrade f...
Moody's Ratings (Moody's) has placed all of Clear Channel Outdoor Holdings, Inc.'s ("Clear Channel" or the "company") credit ratings on review for upgrade including the Caa1 corporate family rating (CFR), Caa1-PD probability of default rating (PDR), the B2 senior secured notes and senior secured ban...
Codexis Achieves ISO 9001:2015 Certification
Codexis Achieves ISO 9001:2015 Certification REDWOOD CITY, Calif., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Codexis Inc. (Nasdaq: CDXS), a leading provider of enzymatic solutions for efficient and scalable therapeutics manufacturing, announced today that it has earned its ISO 9001:2015 certification. The official certification reflects Codexis’s dedication to delivering manufacturing excellence by applying a high standard of quality assurance throughout all of its processes, including research and development, product manufacturing and testing, delivery, support, and customer service. “Quality ...
- 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...
- Jonathan Moreland
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
TCBI TEXAS CAPITAL BANCSHARES INC.
SXI STANDEX INTERNATIONAL CORPORATION
PAYX PAYCHEX INC.
NBTB NBT BANCORP INC.
MNRO MONRO INC
LXRX LEXICON PHARMACEUTICALS INC.
LMAT LEMAITRE VASCULAR INC.
HUN HUNTSMAN CORPORATION
GME GAMESTOP CORP. CLASS A
FFIN FIRST FINANCIAL BANKSHARES INC
CR CRANE CO.
GAM GENERAL AMERICAN INVESTORS CO. INC.
ENPH ENPHASE ENERGY INC.
PCF PUTNAM HIGH INCOME SECURITIES FUND
AGYS AGILYSYS INC.
TYIA JOHNSON CONTROLS INTERNATIONAL PLC
LW LAMB WESTON HOLDINGS INC.
HWKN HAWKINS INC.
WDFC WD-40 COMPANY
HYT BLACKROCK CORPORATE HIGH YIELD FUND VI
CVCO CAVCO INDUSTRIES INC.
CRVS CORVUS PHARMACEUTICALS
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ABT ABBOTT LABORATORIES
MVBF MVB FINANCIAL CORP
THM INTERNATIONAL TOWER HILL MINES LTD
NWFL NORWOOD FINANCIAL CORP.
ZIVO ZIVO BIOSCIENCE
SONO INC.
ANIX SONOS
ETON ANIXA BIOSCIENCES
AMTB ETON PHARMACEUTICALS
JYNT AMERANT BANCORP (A)
ALLY THE JOINT
CMTV GMAC LLC
ALXO COMMUNITY BANCORP INC. VT
AZYO ALX ONCOLOGY HOLDINGS
LUMN AZIYO BIOLOGICS
BST LUMEN TECHNOLOGIES INC.
LSF BLACKROCK SCIENCE AND TECHNOLOGY TRUST
VANI LAIRD SUPERFOOD INC
BOF VIVANI MEDICAL INC
WS WI BRANCHOUT FOOD INC.
MXF WORTHINGTON STEEL
GDV THE MEXICO FUND
PMN INC.
IP THE GABELLI DIVIDEND & INCOME TRUST
CVM PROMIS NEUROSCIENCES INC.
FEAM INTER PHARMA PUBLIC COMPANY LIMITED
BDSX CEL-SCI CORPORATION
MIGI 5E ADVANCED MATERIALS INC.
BIODESIX INC
MAWSON INFRASTRUCTURE GROUP INC
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