reports
- Daniel Ives
- Matthew Weiss
- Scott Devitt
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | GOOGL
Finally, we'd note we see both Phison and SIMO as significant beneficiaries of such a shift, given the need to manage NAND storage, and China's less competitive positioning in the NAND controller space (and likely some reluctance from Western brands to use Chinese built controllers, even for SKUs a
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
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- Wedbush Research
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- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Solidifying Its Future; Outperform, $370 PT
Figure 1. 4Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusAlphabet reported strong 4Q results. Revenue of $113.8B (+18.0% Y/Y) exceeded St. expectations for the quarter by ~2%, led by strong Cloud momentum and advertising trends. Google Cloud revenue delivered Y/Y revenue g
- Dan Salmon
Alphabet (Buy, $330 target) Search, Cloud, Capex all well above expect...
In this first take following tonight’s results, we focus on: 1. The true scope of GOOGL’s ambition begins to be revealed 2. Search growth beats expectations, underlining AI’s potential 3. Capex guidance for 2026 significantly outpaces expectations 4. Cloud revenue growth accelerates significantly, margins also well ahead 5. Companywide margins would have beaten ex-Waymo transaction SBC charge
- Ben Harwood
- Pierre FerraguÊ
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Short-Term Good, Long-Term Bad; Neutral, $75 PT
Figure 1. 4Q25 Results vs. ExpectationsSource: Company reports, Visible Alpha consensusUber reported solid 4Q results and offered a mixed 1Q guide versus expectations. 4Q gross bookings grew +22.5% Y/Y ($54.1B), ahead of consensus by ~200bps and exceeding the high end of management's guidance range
- Carole Braudeau
- Carole Braudeau
- Christophe-Raphaël Ganet
- Emmanuel Matot
- Thomas Zlowodzki
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SCR SCOR SE
ASY ASSYSTEM SA
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
ATE ALTEN SA
TPE PVA TEPLA AG
NEX NEXANS SA
CAP CAPGEMINI SE
SOI SOITEC SA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
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CTAC CTAC N.V.
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
AALB AALBERTS N.V.
MELE MELEXIS NV
ALSN ALSO HOLDING AG
ECONT ECONOCOM GROUP SE CLASS D
UNI UNICAJA BANCO S.A.
NKT NKT A/S
REY REPLY S.P.A.
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WAVE WAVESTONE SA
TOM2 TOMTOM NV
NA9 NAGARRO
HGEA HGEARS AG
ALVGO VOGO SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
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ATO ATOS SE
- Christophe-Raphaël Ganet
- Emmanuel Matot
- Thomas Zlowodzki
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SCR SCOR SE
ASY ASSYSTEM SA
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
ATE ALTEN SA
TPE PVA TEPLA AG
NEX NEXANS SA
CAP CAPGEMINI SE
SOI SOITEC SA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
AALB AALBERTS N.V.
MELE MELEXIS NV
ALSN ALSO HOLDING AG
ECONT ECONOCOM GROUP SE CLASS D
UNI UNICAJA BANCO S.A.
NKT NKT A/S
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
TOM2 TOMTOM NV
NA9 NAGARRO
HGEA HGEARS AG
ALVGO VOGO SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Antoine Legault
- Matthew Bryson
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
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AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
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GLOBALFOUNDRIES INC
- Emmanuel Matot
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VRNS VARONIS SYSTEMS INC.
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TSLA TESLA INC
STAA STAAR SURGICAL CO.
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
AXTI AXT INC.
7974 NINTENDO CO. LTD.
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2303 UNITED MICROELECTRONICS CORP.
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AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
REPL REPLIMUNE GROUP
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VRDN FUBOTV
STX VIRIDIAN THERAPEUTICS INC
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
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- Emmanuel Matot
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WDC WESTERN DIGITAL CORPORATION
TSLA TESLA 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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
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SOITEC REPORTS Q3’26 REVENUE
SOITEC REPORTS Q3’26 REVENUE SOITEC REPORTS Q3’26 REVENUEFOCUS ON DISCIPLINED EXECUTION AS MARKET DYNAMICS REMAIN CONTRASTED Q3’26 revenue of €160m is up 18% at constant exchange rates and scope from Q2’26, above guidance, and down 29% year-on-year as reportedMaintaining cautious stance on market environment: strong dynamic in Artificial Intelligence offset by Automotive weakness and ongoing RF-SOI customer inventory correctionSoitec continues its actions to improve operational execution and cash generation, while maintaining selective investment in diversification for future profitable g...
SOITEC PUBLIE SON CHIFFRE D’AFFAIRES T3’26
SOITEC PUBLIE SON CHIFFRE D’AFFAIRES T3’26 SOITEC PUBLIE SON CHIFFRE D’AFFAIRES T3’26FOCALISATION SUR LA DISCIPLINE D’EXÉCUTIONDANS UN ENVIRONNEMENT DE MARCHÉ TOUJOURS CONTRASTÉ Chiffre d’affaires de 160 M€ au T3'26, en hausse de 18 % à périmètre et taux de change constants par rapport au T2’26, au-dessus des objectifs, et en baisse de 29 % sur un an en données publiéesMaintien d’une approche prudente sur l’environnement de marché : la forte dynamique de l’Intelligence Artificielle est compensée par la faiblesse de l’Automobile et la poursuite de l’ajustement des stocks clients en RF-SOISo...
- Michael Piccolo
Daily Recap: TASK, STAA, CCRN, HZO, AES, RNA, ARKO, FUBO, BARK, SITM, ...
TaskUs, Inc. (TASK - $11.11)AI Pivot Underway, We Think Up to the TASK; Mike Piccolo Initiating Coverage at OUTPERFORM with $15 Price Target. We are initiating coverage on TASK with an OUTPERFORM rating and a price target of $15 per share as we believe shares represent an attractive risk/reward opp
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
STAA STAAR SURGICAL CO.
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PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
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IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
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CCRN CROSS COUNTRY HEALTHCARE INC.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
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IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
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IMNM VIRIDIAN THERAPEUTICS INC
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TYRA GLOBALFOUNDRIES INC
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