reports
Autolus Therapeutics Announces Inducement Grants Under Nasdaq Listing ...
Autolus Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) LONDON and GAITHERSBURG, Md., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), a commercial-stage biopharmaceutical company developing, manufacturing and delivering next-generation programmed T cell therapies and candidates, today announced that the Compensation Committee of the Company's Board of Directors granted stock option awards to purchase an aggregate of 113,650 American Depositary Shares, representing an equal number of ordinary shares, to 22 employees pursuant to the C...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Monitoring for a Pullback We maintain our near-term bullish outlook on the S&P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM), which has remained in place since 4/22/25, aside from one week (11/19/25-11/25/25) when we went to neutral. We will stay near-term bullish as long as crucial support levels of 6824 on SPX, $610 on QQQ, and $257 on IWM (up from $245) continue to hold. We continue to see deterioration in market dynamics, and while we expect a period of consolidation/pullback, the afo...
GBX GREENBRIER COMPANIES INC.
TRN TRINITY INDUSTRIES INC.
TNET TRINET GROUP INC.
RHI ROBERT HALF INTERNATIONAL INC.
NSP INSPERITY INC.
KFY KORN FERRY
EURN EURONAV NV
LPG DORIAN LPG
G2O GOLAR LNG LIMITED
GATX GATX CORPORATION
KELYA KELLY SERVICES INC. CLASS A
KFRC KFORCE INC.
RAIL FREIGHTCAR AMERICA INC.
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
FSTR L.B. FOSTER CO.
ASGN ASGN INC
STNG SCORPIO TANKERS INC.
FRO FRONTLINE PLC
TNK TEEKAY TANKERS LTD.
TBI TBI CORN LTD ORD
- Pierre FerraguÊ
- Pierre FerraguÊ
What returns to expect on Cloud AI?
After a string of multi-GW contracts and capex announcements, the attractiveness of cloud AI returns remains a hot question amongst investors. In this report, we build a simple framework to answer that question. We estimate Cloud AI returns from CSP disclosures and what we know about large real-world contracts, and benchmark them against what we know about the economics of traditional cloud.
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
- David Vagman
- CFA
- Dirk Verbiesen
- Francesca Ferragina
- Jason Kalamboussis
- Marc Hesselink
- CFA
- Marc Zwartsenburg
- CEFA
- Maxime Stranart
- Michiel Vereycken
- Quirijn Mulder
- Reg Watson
- CFA
- Thymen Rundberg
- Tijs Hollestelle
ING Benelux Favourites/Aedifica, Ageas, ASM International, Basic-Fit, ...
We refresh our ING Benelux Favourites list. We apply a fundamental bottom up approach in which we select stocks which provide the best upside within our Benelux coverage universe and these stocks need clear catalysts. Additions/deletions: We add the following names to the ING Benelux Favourites list: Ageas: Ageas has done multiple deals; its most recent purchase of the 25% stake BNP Paribas had in its Belgian ops, is an accretive deal and we believe makes the Belgian operations ready for a pot...
- Jerôme Bodin
IPS IPSOS
LOGI LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ORA ORANGE SA
EN BOUYGUES SA
DEC JCDECAUX SA
ITP INTERPARFUMS
BRBY BURBERRY GROUP PLC
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
LFDE LA FRANCAISE DE L'ENERGIE SA
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BP. BP P.L.C.
GALE GALENICA AG
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
VUL VULCAN ENERGY RESOURCES
SHEL SHELL PLC
ADTN ADTRAN HOLDINGS INC
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
ARYN ARYZTA AG
IFCN INFICON HOLDING AG
- Jerôme Bodin
IPS IPSOS
LOGI LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ORA ORANGE SA
EN BOUYGUES SA
DEC JCDECAUX SA
ITP INTERPARFUMS
BRBY BURBERRY GROUP PLC
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
LFDE LA FRANCAISE DE L'ENERGIE SA
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BP. BP P.L.C.
GALE GALENICA AG
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
VUL VULCAN ENERGY RESOURCES
SHEL SHELL PLC
ADTN ADTRAN HOLDINGS INC
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
ARYN ARYZTA AG
IFCN INFICON HOLDING AG
IFX INFINEON TECHNOLOGIES AG
LOGI LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DB1 DEUTSCHE BOERSE AG
BN DANONE SA
ORA ORANGE SA
EN BOUYGUES SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
ORSTED ORSTED
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
SIK SIKA AG
JEN JENOPTIK AG
EQT EQT AB
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
IFX INFINEON TECHNOLOGIES AG
LOGI LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DB1 DEUTSCHE BOERSE AG
BN DANONE SA
ORA ORANGE SA
EN BOUYGUES SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
ORSTED ORSTED
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
SIK SIKA AG
JEN JENOPTIK AG
EQT EQT AB
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
- Martin Marandon-Carlhian
- Stephane Houri
LOGI LOGITECH INTERNATIONAL S.A.
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
- Martin Marandon-Carlhian
- Stephane Houri
LOGI LOGITECH INTERNATIONAL S.A.
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
- Julian Dobrovolschi
- Julian Dobrovolschi
- Marc Hesselink
- CFA
- Thymen Rundberg
ASM International/Back on its growth path/BUY
ASM's 4Q25 order intake beat has transformed the 3Q25 disappointment into just a one-off timing hiccup within a very strong long-term growth path. TSMC's FY26 capex beat underlines that AI strength and ongoing technology transitions are key tailwinds for ASM. We expect the company to significantly outgrow its peers. We meaningfully increase our estimates, up our DCF-based target price to €900 per share (from €700) and reiterate our BUY. ASM remains on the ING Benelux Favourites list.
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- ING Helpdesk
ASM pre-announces Q4 bookings and revenue ahead of expectations
ASM pre-announces Q4 bookings and revenue ahead of expectations Almere, The NetherlandsJanuary 19, 2026, 8:00 a.m. CET ASM International N.V. (Euronext Amsterdam: ASM) today announces, based on preliminary figures, Q4 bookings of approximately €800 million, well above the prior indication, and Q4 revenue of €698 million, which also exceeded the previously guided range of €630-660 million. Order intake in Q4 2025 rose to approximately €800 million, well above the indication provided with the Q3 2025 results that bookings would be at a level slightly above the €637 million recorded in Q3...
- ING Helpdesk
- Jacob Mekhael
Autolus Aucatzyl launch success, FY25 preliminary revenue in line with...
Yesterday before US market opens, Autolus announced preliminary unaudited 4Q25 and FY25 net product sales of Aucatzyl (obe-cel, CD19 CAR-T), and provided a business update. $ 75m in FY25 Aucatzyl sales is in line with CSS ($ 75.9m) and ahead of our estimate of $ 72.5m. We believe this figure makes Aucatzyl's first year on the market a success, and we view FY26 guidance of $ 120-135m as within reach. Pipeline wise, we look forward to initial data from the phase 1 trial of Aucatzyl in the difficul...
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