reports
- Wedbush Research
MCS MARCUS CORPORATION
LGIH LGI HOMES INC.
IMAX IMAX CORPORATION
CNK CINEMARK HOLDINGS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
DHI D.R. HORTON INC.
7974 NINTENDO CO. LTD.
PTGX PROTAGONIST THERAPEUTICS
DBD DIEBOLD NIXDORF INCORPORATED
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Dan Salmon
- Wedbush Research
TRIP TRIPADVISOR INC.
INTC INTEL CORPORATION
EXPE EXPEDIA GROUP INC.
NFLX NETFLIX INC.
TMHC TAYLOR MORRISON HOME CORPORATION
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
PASG PASSAGE BIO
ABNB AIRBNB INC. CLASS A
APP APPLOVIN CORP
YOU CLEAR SECURE INC
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Scott Devitt
- Dan Salmon
Netflix (NFLX, Neutral, $1,210 target) Programmatic boosts ads, KPop a...
What’s New: In our first take on tonight’s results, we dig into: 1. 4Q25 guidance inline, but no sneak peak into 2026 2. Advertising boosted by programmatic demand 3. No changes in content spending outlook 4. KPop Demon Hunters is a catalyst for licensing acceleration 5. FCF outlook steady as Warner speculation grows
- Wedbush Research
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.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
NFLX NETFLIX INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
BEAM INC.
DASH BEAM THERAPEUTICS
ABNB DOORDASH
STX AIRBNB INC. CLASS A
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
CINT GLOBALFOUNDRIES INC
YOU CI&T INC
PRME CLEAR SECURE INC
CART PRIME MEDICINE INC
MAPLEBEAR INC.
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Scott Devitt
- Wedbush Research
TSLA TESLA INC
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
NFLX NETFLIX INC.
WVE WAVE LIFE SCIENCES
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
ACET ADICET BIO INC
STTK SHATTUCK LABS
BEAM BEAM THERAPEUTICS
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
TTD THE TRADE DESK
PRME INC.
SYRE PRIME MEDICINE INC
JBIO SPYRE THERAPEUTICS INC.
JADE BIOSCIENCES INC
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Wedbush Research
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Wedbush Research
TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
NFLX NETFLIX INC.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
LRMR LARIMAR THERAPEUTICS INC
U UNITY SOFTWARE
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
RBLX ROBLOX
APP APPLOVIN CORP
YOU CLEAR SECURE INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
PEPG PEPGEN INC
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Pelham Smithers
PSA Media & Entertainment: Are We at Peak Japan Soft Power? Considerin...
Switch 2, Hello Kitty and Demon Slayer have underlined the success of Japan’s global pop culture influence. In this review, Pelham Smithers discusses whether 2025 will be the peak, or if there more to come. In light of the capital limitations faced by Japanese game developers evident at TGS2025, Pelham thinks further consolidation is likely and suggests three likely scenarios.
NEH NETEASE INC. SPONSORED ADR
NFLX NETFLIX INC.
9697 CAPCOM CO. LTD.
9684 SQUARE ENIX HOLDINGS CO. LTD.
9468 KADOKAWA CORPORATION
9766 KONAMI HOLDINGS CORP
7974 NINTENDO CO. LTD.
8136 SANRIO COMPANY LTD.
6758 SONY CORPORATION
9602 TOHO CO. LTD.
3765 GUNGHO ONLINE ENTERTAINMENT INC.
EA ELECTRONIC ARTS INC.
MSFT MICROSOFT CORPORATION
6460 JP SEGA SAMMY
GRVY GRAVITY CO. LTD. ADS
78320 BANDAI NAMCO
36350 KOEI TECMO
- Pelham Smithers
Moody's Ratings affirms Edwards Lifesciences at Baa2; revises outlook ...
Moody's Ratings (Moody's) affirmed the ratings of Edwards Lifesciences Corporation (Edwards) including the Baa2 senior unsecured notes and Baa2 senior unsecured bank credit facilities. At the same time, we revised the outlook to positive from stable. The rating affirmation reflects our view that E...
Edwards Lifesciences Corp: 1 director
A director at Edwards Lifesciences Corp sold 4,114 shares at 79.461USD and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two year...
- Wedbush Research
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