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Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: May 4, 2024

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

 PRESS RELEASE

OPKO Health to Report First Quarter 2024 Financial Results on May 7, 2...

OPKO Health to Report First Quarter 2024 Financial Results on May 7, 2024 MIAMI, May 03, 2024 (GLOBE NEWSWIRE) -- OPKO Health, Inc. (NASDAQ: OPK) plans to report operating and financial results for the three months ended March 31, 2024 after the close of the U.S. financial markets on Tuesday, May 7, 2024. OPKO’s senior management will provide a business update and discuss results as well as financial guidance during a conference call and live audio webcast on May 7th beginning at 4:30 p.m. Eastern time. CONFERENCE CALL & WEBCAST INFORMATION OPKO encourages participants to pre-register f...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: May 2, 2024

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

 PRESS RELEASE

89bio to Host Key Opinion Leader Webinar on Pegozafermin’s Opportunity...

89bio to Host Key Opinion Leader Webinar on Pegozafermin’s Opportunity in Advanced MASH Webinar to feature a presentation from expert hepatologist Arun Sanyal, M.D., on Thursday, May 16th at 10am ET SAN FRANCISCO, May 02, 2024 (GLOBE NEWSWIRE) -- 89bio, Inc. (Nasdaq: ETNB), a clinical-stage biopharmaceutical company focused on the development and commercialization of innovative therapies for the treatment of liver and cardiometabolic diseases, today announced that it will host a key opinion leader (KOL) event of pegozafermin’s opportunity in advanced metabolic dysfunction-associated ste...

 PRESS RELEASE

Willscot Mobile Mini Reports First Quarter 2024 Results

Willscot Mobile Mini Reports First Quarter 2024 Results Solid Modular and Value-Added Products Demand Support Full Year 2024 Outlook PHOENIX, May 02, 2024 (GLOBE NEWSWIRE) -- WillScot Mobile Mini Holdings Corp. (“WillScot Mobile Mini” or the “Company”) (Nasdaq: WSC), a leader in innovative temporary flexible space solutions, today announced first quarter 2024 results and provided an update on operations and the current market environment, including the following highlights: Q1 2024 Revenue increased 4% to $587 million and Income from continuing operations was $56 million. Income from ...

 PRESS RELEASE

American Assets Trust, Inc. Reports First Quarter 2024 Financial Resul...

American Assets Trust, Inc. Reports First Quarter 2024 Financial Results Net income available to common stockholders of $19.3 million for the first quarter, or $0.32 per diluted share. Funds from Operations ("FFO") per diluted share increased 8% year-over-year for the first quarter to $0.71 per diluted share. Increased 2024 FFO per diluted share guidance to a range of $2.24 to $2.34 with a midpoint of $2.29, a 1% increase over prior guidance. SAN DIEGO, April 30, 2024 (GLOBE NEWSWIRE) -- American Assets Trust, Inc. (NYSE: AAT) (the ...

Blair Levin
  • Blair Levin

NSR Policy: The Interconnections of ACP, Spectrum, Title II, and the S...

In this weekend update, we reconsider our initial takes on several events last week and how they could be affected by events this week. Specifically, we look at the interplay of the FCC’s Title II Order, the Second Circuit opinion upholding New York State’s mandate for ISPs to offer low-income households a low-cost broadband offering, Senator Cantwell’s draft spectrum bill, and how all are affected by the end of ACP funding in the next few weeks.

 PRESS RELEASE

Esperion to Participate in Upcoming May Investor Conferences

Esperion to Participate in Upcoming May Investor Conferences ANN ARBOR, Mich., April 29, 2024 (GLOBE NEWSWIRE) -- Esperion (NASDAQ: ESPR) today announced that the company will be participating in the following webcasted investor events during the month of May, which can be found on our investor relations . JMP Securities’ Life Sciences Conference in New York on May 13, 2024, at 2:30 p.m. ET. Bank of America Securities’ 2024 Health Care Conference in Las Vegas on May 15, 2024, at 3:00 p.m. PT / 6:00 p.m. ET. H.C. Wainwright’s 2nd Annual BioConnect Investor Conference in New York on May ...

Wedbush Research
  • Wedbush Research
2454 MEDIATEK INC.
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
 PRESS RELEASE

WillScot Mobile Mini Announces Investor Conference Schedule for May an...

WillScot Mobile Mini Announces Investor Conference Schedule for May and June 2024 PHOENIX, April 25, 2024 (GLOBE NEWSWIRE) -- WillScot Mobile Mini Holdings Corp. (“WillScot Mobile Mini” or the “Company”) (Nasdaq: WSC), a leader in innovative temporary space solutions, today announced that it will participate in the following investor conferences in the coming months: Oppenheimer Industrial Growth ConferenceDate: May 6, 2024Location: Virtual Barclays Americas Select Franchise ConferenceDate: May 7 - 8, 2024Location: London, UK Bank of America Transportation, Airlines, and Industrials Co...

 PRESS RELEASE

Immunome Appoints Sandra M. Swain to Board of Directors

BOTHELL, Wash.--(BUSINESS WIRE)-- Immunome, Inc. (Nasdaq: IMNM), a biotechnology company focused on developing first-in-class and best-in-class targeted cancer therapies, today announced the appointment of Sandra M. Swain, M.D., to its Board of Directors. Dr. Swain has over 30 years of oncology clinical research experience and has served on both public company and non-profit boards. “Immunome is pleased to welcome Sandra to the Board of Directors, especially given her extensive experience as a successful clinical researcher,” stated Clay Siegall, PhD, President and Chief Executive Officer of...

Wedbush Research
  • Wedbush Research
TPX TEMPUR SEALY INTERNATIONAL INC
KMX CARMAX INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
GPN GLOBAL PAYMENTS INC.
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
TRNO TERRENO REALTY CORPORATION
TPH TRI POINTE HOMES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
REXR REXFORD INDUSTRIAL REALTY INC.
PSTG PURE STORAGE INC. CLASS A
PPBI PACIFIC PREMIER BANCORP INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
KPTI KARYOPHARM THERAPEUTICS
INTC INTEL CORPORATION
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
FR FIRST INDUSTRIAL REALTY TRUST INC.
FITB FIFTH THIRD BANCORP
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EWBC EAST WEST BANCORP INC.
EGP EASTGROUP PROPERTIES INC.
CVBF CVB FINANCIAL CORP.
CTMX CYTOMX THERAPEUTICS INC.
CNK CINEMARK HOLDINGS INC.
CMRX CHIMERIX INC
CCS CENTURY COMMUNITIES INC.
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
AZO AUTOZONE INC.
AAP ADVANCE AUTO PARTS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
ORLY O'REILLY AUTOMOTIVE INC.
CVNA CARVANA CO. CLASS A
MRSN MERSANA THERAPEUTICS
GTHX G1 THERAPEUTICS
SNBR SLEEP NUMBER CORPORATION
AMD ADVANCED MICRO DEVICES INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
COOP MR. COOPER GROUP INC.
PINS PINTEREST INC. CLASS A
C TEST
SWTX SPRINGWORKS THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PFSI PENNYMAC FINANCIAL SERVICES INC.
RVMD REVOLUTION MEDICINES
BDTX BLACK DIAMOND THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ORIC ORIC PHARMACEUTICALS
ZNTL ZENTALIS PHARMACEUTICALS
BEAM BEAM THERAPEUTICS
FUBO FUBOTV
COGT COGENT BIOSCIENCES INC
IMNM IMMUNOME
VOR VOR BIOPHARMA
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
FHTX FOGHORN THERAPEUTICS
STX SEAGATE TECHNOLOGY HLDGS PLC
IKNA IKENA ONCOLOGY INC
TCRX TSCAN THERAPEUTICS INC
ALIT FOLEY TRASIMENE ACQUISITION CORP
HOWL WEREWOLF THERAPEUTICS INC
GLUE MONTE ROSA THERAPEUTICS INC
CMPX COMPASS THERAPEUTICS
GMTX GEMINI THERAPEUTICS INC
JANX JANUX THERAPEUTICS INC
P PANDORA MEDIA
TYRA TYRA BIOSCIENCES INC
HR HEALTHCARE TRUST OF AMERICA INC.
NUVL NUVALENT INC
BOLD AUDENTES THERAPEUTICS
DBD DIEBOLD NIXDORF INC
NCR NCR NIGERIA
Jonathan Chaplin
  • Jonathan Chaplin

AT&T Model Update

What's new: This note covers changes to the model after results. We increased postpaid phone adds, FWA adds, Consolidated EBITDA, and FCF slightly. We also lowered fiber adds slightly. Consensus EBITDA likely increases, with a more valuable business mix. No change to thesis. Neutral: $21 (+30% total return).

Jonathan Chaplin
  • Jonathan Chaplin

AT&T: quick thoughts following the call

What’s new: we start with a diatribe focused on the improving quality of the business, of management’s decisions, and of disclosure (with small suggestions for further improvements). We then touch on AT&T’s FWA strategy and its implications for others, the impact of Gigapower on fiber trends and the prospect of seeing other Broadband companies pursuing a similar strategy, what we learned about broadband market growth (which is less than we had hoped), what we learned about wireless market growth...

 PRESS RELEASE

Hawthorn Bancshares Announces Cash Dividend

Hawthorn Bancshares Announces Cash Dividend JEFFERSON CITY, Mo., April 24, 2024 (GLOBE NEWSWIRE) -- Hawthorn Bancshares, Inc. (NASDAQ: HWBK) announced today that its Board of Directors approved a quarterly cash dividend of $0.19 per common share, payable July 1, 2024 to shareholders of record at the close of business on June 15, 2024, which represents an increase of $0.02 per common share from the prior quarter's dividend. About Hawthorn Bancshares, Inc. Hawthorn Bancshares, Inc., a financial-bank holding company headquartered in Jefferson City, Missouri, is the parent company of Hawtho...

 PRESS RELEASE

Hawthorn Bancshares Reports First Quarter 2024 Results

Hawthorn Bancshares Reports First Quarter 2024 Results JEFFERSON CITY, Mo., April 24, 2024 (GLOBE NEWSWIRE) -- Hawthorn Bancshares, Inc. (NASDAQ: HWBK), (the “Company”), the bank holding company for Hawthorn Bank, reported first quarter 2024 net income of $4.5 million and earnings per diluted share (“EPS”) of $0.63. First Quarter 2024 Results Net income of $4.5 million, or $0.63 per diluted share, an increase of 34.0% per diluted share from the first quarter 2023 (the "prior year quarter")Net interest margin, fully taxable equivalent ("FTE") of 3.39%Return on average assets and equity o...

Jonathan Chaplin
  • Jonathan Chaplin

AT&T 1Q24 Quick Take

What’s new: Service revenue was almost in-line, EBITDA beat, but EPS was in-line, and FCF beat (mostly timing). By segment: wireless service revenue was a hair soft, but EBITDA beat handily. Phone adds beat on much lower-than-expected churn. Consumer Wireline revenue was roughly in-line while EBITDA beat handily. Fiber adds were in-line (preannounced), while Internet Air adds were well ahead of estimates. Business Wireline missed on service revenue and EBITDA.

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