reports
Moody's Ratings says Oracle's enormous growth in RPO, leases and capex...
Moody's Ratings (Moody's) commented that Oracle Corporation's (Oracle) increase in contract backlog is impressive, though the counterparty risk and spending and commitments required to support that growth remain significant credit concerns and primary drivers of the negative outlook. The Baa2 senior...
- Gary Brode
- Antoine Chkaiban
- Pierre FerraguÊ
Mercury Showcases Expanding Portfolio of Electronic Warfare Capabiliti...
Mercury Showcases Expanding Portfolio of Electronic Warfare Capabilities at AOC 2025 ANDOVER, Mass., Dec. 08, 2025 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, ), a global technology company that delivers mission-critical processing to the edge, will participate in this week’s Association of Old Crows (AOC) International Symposium and Convention, showcasing the company’s expanding portfolio of electronic warfare (EW) capabilities and sharing key insights during conference sessions. AOC 2025 is the premier event for electronic warfare, electromagnetic spectrum operations, cy...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
RPM RPM INTERNATIONAL INC.
UNVA UNILEVER PLC ADS
LNG CHENIERE ENERGY INC.
WDAY WORKDAY INC. CLASS A
SYY SYSCO CORPORATION
SLGN SILGAN HOLDINGS INC.
SLF. SUN LIFE FINANCIAL INC.
POST POST HOLDINGS INC.
PG PROCTER & GAMBLE COMPANY
OMC OMNICOM GROUP INC
MKTX MARKETAXESS HOLDINGS INC.
MKC MCCORMICK & COMPANY INCORPORATED
MDLZ MONDELEZ INTERNATIONAL INC. CLASS A
LOPE GRAND CANYON EDUCATION INC.
GIS GENERAL MILLS INC.
CPB CAMPBELL SOUP COMPANY
CHD CHURCH & DWIGHT CO. INC.
CALM CAL-MAINE FOODS INC.
CAG CONAGRA BRANDS INC.
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
AMSF AMERISAFE INC.
NFLX NETFLIX INC.
EFX. ENERFLEX
STN. STANTEC INC
BRO BROWN & BROWN INC.
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A
AJG ARTHUR J. GALLAGHER & CO.
RDED RELX PLC
NTNX NUTANIX INC. CLASS A
TRNS TRANSCAT
KNSL KINSALE CAPITAL GROUP INC.
WDFC WD-40 COMPANY
AXON AXON ENTERPRISE INC
CRVL CORVEL CORP.
ZLAB ZAI LAB LTD. SPONSORED ADR
SMPL SIMPLY GOOD FOODS CO
ABT ABBOTT LABORATORIES
ZS ZSCALER INC.
SPOT SPOTIFY TECHNOLOGY SA
IIIV I3 VERTICALS
VITL VITAL FARMS
LI LI AUTO INC. SPONSORED ADR CLASS A
OTIS OTIS WORLDWIDE CORPORATION
TT TRANE TECHNOLOGIES PLC
2VZ LEONARDO DRS INC.
SKWD SKYWARD SPECIALTY INS GROUP INC
LIN LINDE PUBLIC LIMITED COMPANY
ASPI ASP ISOTOPES INC
TRI THOMSON REUTERS CORPORATION
TXO TXO PARTNERS L.P.
WAY WAYSTAR HOLDING CORP
Mercury Systems Reports First Quarter Fiscal 2026 Results
Mercury Systems Reports First Quarter Fiscal 2026 Results Q1 FY26 Bookings of $250.2 million; book-to-bill of 1.11Record backlog of $1.4 billion; up 6.5% year-over-yearQ1 FY26 Revenue of $225.2 million, up 10.2% year-over-year; GAAP net loss of $12.5 million; and adjusted EBITDA of $35.6 million, up 66% year-over-yearQ1 FY26 Operating Cash Flow of $2.2 million with Free Cash Flow of $(4.4) million ANDOVER, Mass., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, ), reported operating results for the first quarter of fiscal year 2026, ended September 26, 2025. “We de...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of AECOM and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 29 October 2025 in which we reassessed the appropriateness of the ratings in the context of the relev...
- Gary Brode
Mercury Awarded Contract To Develop Multi-Mission Subsystem for U.S. M...
Mercury Awarded Contract To Develop Multi-Mission Subsystem for U.S. Military Programs ANDOVER, Mass., Oct. 22, 2025 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, ), a global technology company that delivers mission-critical processing to the edge, today announced it was awarded a multi-year, cost-plus-fixed-fee development contract in September to develop a multi-mission, multi-domain subsystem for a U.S. defense prime contractor. “This program will leverage open standards and a broad set of capabilities from the Mercury Processing Platform, including advanced microelectronic...
- Seth Basham
WDC WESTERN DIGITAL CORPORATION
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
IMAX IMAX CORPORATION
INOD INNODATA
ARGX ARGENX ADS
MSFT MICROSOFT CORPORATION
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SNOW SNOWFLAKE INC. CLASS A
ARTV ARTIVA BIOTHERAPEUTICS INC
SNDK SANDISK CORP
STUB STUBHUB HOLDINGS INC.
- Pierre FerraguÊ
Mercury Systems to Report First Quarter Fiscal Year 2026 Financial Res...
Mercury Systems to Report First Quarter Fiscal Year 2026 Financial Results on November 4, 2025 ANDOVER, Mass., Oct. 14, 2025 (GLOBE NEWSWIRE) -- Mercury Systems Inc. (NASDAQ: MRCY, ), a global technology company that delivers mission-critical processing to the edge, will release its first quarter fiscal year 2026 financial results after the market close on Tuesday, November 4, 2025. Management will host a conference call and simultaneous webcast at 5:00 p.m. ET on the same day to discuss Mercury's quarterly financial results, business highlights, and outlook. In addition, Company represe...
Mercury To Demonstrate AI-Powered Integrated Threat Detection Solution...
Mercury To Demonstrate AI-Powered Integrated Threat Detection Solution at AUSA 2025 ANDOVER, Mass., Oct. 13, 2025 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, ), a global technology company that delivers mission-critical processing to the edge, today announced it will demonstrate an AI-powered hardware-software threat detection solution at the 2025 Association of the United States Army (AUSA) Annual Meeting and Exposition. Mercury’s Future Airborne Capability Environment (FACE)-compliant Aided Target Recognition software uses AI to pinpoint targets, detect distant threats, mo...
- Gary Brode
- William Nestuk
QCOM QUALCOMM INC
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
6383 DAIFUKU CO. LTD.
6954 FANUC CORPORATION
6702 FUJITSU LIMITED
6504 FUJI ELECTRIC CO. LTD.
6503 MITSUBISHI ELECTRIC CORP.
6645 OMRON CORPORATION
6268 NABTESCO CORPORATION
6273 SMC CORPORATION
9984 SOFTBANK GROUP CORP.
6506 YASKAWA ELECTRIC CORPORATION
6324 JT HARMONIC DRIVE SYSTEMS
- Pierre FerraguÊ
Oracle AI cloud margins: Much ado about nothing
The Information reported yesterday that Oracle’s AI cloud margins are in the high teens. Accounting for typical start-up costs, this aligns well with our analysis of the $300bn OpenAI contract. Please see the link for our analysis of Oracle's AI cloud economics over the next 10 years and the implications for overall gross margins.
Mercury Systems and Nightwing Collaborate to Enhance Cybersecurity for...
Mercury Systems and Nightwing Collaborate to Enhance Cybersecurity for Aerospace and Defense Systems ANDOVER, Mass., Oct. 06, 2025 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, ), a global technology company that delivers mission-critical processing to the edge, and Nightwing, the cyber and national security solutions company defining the edge of possible to advance our nation’s interests, today announced an agreement to enhance the cyber resiliency of Mercury Systems hardware with Nightwing cyber resiliency technology. Through this agreement, the companies will offer pre-in...
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