reports
- Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
WD WALKER & DUNLOP INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
OVID OVID THERAPEUTICS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
BUR PALANTIR TECHNOLOGIES
FNMA BURFORD CAPITAL
XMTR FEDERAL NATIONAL MORTGAGE ASSOCIATION
XOS XOMETRY
STX INC.
TTD XOS INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
ALCC CI&T INC
CART CLEAR SECURE INC
ANRO RUMBLE INC
JBIO ALTC ACQUISITION CORP
MAPLEBEAR INC.
ALTO NEUROSCIENCE INC
JADE BIOSCIENCES INC
- 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
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
- Daniel Ives
- Matthew Weiss
- Scott Devitt
- ING Helpdesk
- Marc Hesselink
- CFA
- Thymen Rundberg
Just Eat Takeaway.com/Takeover on track/HOLD
We believe the Prosus bid on Just Eat Takeaway.com will succeed. The offer appears fair when balancing out the attractive long-term opportunity with short-term headwinds and investment needs. We reiterate our HOLD. Our target price is unchanged and equal to the offer price of €20.30.
- Michiel Declercq
- Thibault Leneeuw
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
CXW CORECIVIC INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
AI C3.AI
RBLX ROBLOX
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
SGMT SAGIMET BIOSCIENCES INC
- Seth Basham
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
CXW CORECIVIC INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
RBLX ROBLOX
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
- Ben Harwood
- Pierre FerraguÊ
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
FTNT FORTINET INC.
EXPE EXPEDIA GROUP INC.
CXW CORECIVIC INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
RCUS ARCUS BIOSCIENCES
UBER UBER TECHNOLOGIES INC.
DT DYNATRACE INC.
RVMD REVOLUTION MEDICINES
ZNTL ZENTALIS PHARMACEUTICALS
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
IMNM IMMUNOME
PLTK PLAYTIKA HOLDING
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
YOU CLEAR SECURE INC
ARTV ARTIVA BIOTHERAPEUTICS INC
DBD DIEBOLD NIXDORF INCORPORATED
- Matthew Weiss
- Scott Devitt
HV Leader, AV Laggard; Neutral, $84 PT
Figure 1. 2Q25 Results vs. ExpectationsSource: Company reports, FactSet consensusUber delivered healthy 2Q gross bookings growth, while 3Q guidance was in line with expectations. 2Q gross bookings of $46.8B (+17.0% Y/Y) were ahead of consensus of $46.4B (+16.2% Y/Y) by ~1% and at the high end of th
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BZH BEAZER HOMES USA INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
INOD INNODATA
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
CVCO CAVCO INDUSTRIES INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ROKU ROKU INC. CLASS A
ISR ISORAY
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
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
UBER UBER TECHNOLOGIES INC.
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
PLTR PALANTIR TECHNOLOGIES
VRDN VIRIDIAN THERAPEUTICS INC
IMNM IMMUNOME
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
DAWN DAY ONE BIOPHARMACEUTICALS INC
STX SEAGATE TECHNOLOGY HLDGS PLC
ATXS ASTRIA THERAPEUTICS INC
GFS GLOBALFOUNDRIES INC
GMTX GEMINI THERAPEUTICS INC
VIGL VIGIL NEUROSCIENCE INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
APGE APOGEE THERAPEUTICS INC
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
DNTH DIANTHUS THERAPEUTICS INC
TLX TELIX PHARMACEUTICALS LIMITED
MAZE MAZE THERAPEUTICS INC
- Matthew Weiss
- Scott Devitt
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TENB TENABLE HOLDINGS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
PLTR INC.
STX PALANTIR TECHNOLOGIES
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Matthew Weiss
- Scott Devitt
- Michiel Declercq
Just Eat Takeaway Soft 1H25, outlook now expected at the lower end of ...
1H25 results were softer than expected with group GTV remaining flat at € 9.4bn (css: € 9.5bn) driven by a 7% decline in orders to € 308m (css: € 314m). Excluding the RoW, GTV growth at CCY of 2% was broadly in line. Revenues decreased 1% at ccy to € 1747m (kbcse: € 1771m), with lower order volumes partially offset by improved monetization and higher advertising revenues. Adj. EBITDA growth of 4% to € 147m came in below expectations (css: € 167m), driven by logistics investments and marketing in...
- ING Helpdesk
Benelux Morning Notes
Aedifica: Strong results, guidance reiterated; dsm-firmenich: Symrise 1H25 results; IMCD: Stagnating gross profit leads to disappointing 2Q25 EBITA; JDE Peet's: Full of beans; Just Eat Takeaway: 1H25 results, weak update no impact on takeover; Lotus Bakeries: Peer Mondelez 1Q25 results; Melexis: 2Q25 results, gross margin under pressure; Solvay: 2Q25 in line, subdued outlook no surprise after pre-release; TKH Group: Preview: Under a magnifying glass; Universal Music Group: Spotify 2Q25 ...
- Matthew Weiss
- Scott Devitt
- Wedbush Research
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
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