reports
Pelham Smithers
- Pelham Smithers
Pelham Smithers
- Pelham Smithers
Pierre FerraguÊ
- Pierre FerraguÊ
Wedbush Research
- Wedbush Research
GEO
GEO GROUP INC. (THE)
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
CXW CORECIVIC INC.
CTMX CYTOMX THERAPEUTICS INC.
CNK CINEMARK HOLDINGS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
NTLA INTELLIA THERAPEUTICS INC.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
HEAR TURTLE BEACH CORP.
SRRK SCHOLAR ROCK HOLDING CORPORATION
ARVN ARVINAS HOLDING
SMCI SUPER MICRO COMPUTER
RVMD INC.
CRSR REVOLUTION MEDICINES
PRAX CORSAIR GAMING
TVTX PRAXIS PRECISION MEDICINES
PLTK TRAVERE THERAPEUTICS INC
NUVB PLAYTIKA HOLDING
DAWN NUVATION BIO INC (A)
TNGX DAY ONE BIOPHARMACEUTICALS INC
STX TANGO THERAPEUTICS
GFS INC
SKLZ SEAGATE TECHNOLOGY HLDGS PLC
CBIO GLOBALFOUNDRIES INC
SKILLZ INC
CRESCENT BIOPHARMA INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
CXW CORECIVIC INC.
CTMX CYTOMX THERAPEUTICS INC.
CNK CINEMARK HOLDINGS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
NTLA INTELLIA THERAPEUTICS INC.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
HEAR TURTLE BEACH CORP.
SRRK SCHOLAR ROCK HOLDING CORPORATION
ARVN ARVINAS HOLDING
SMCI SUPER MICRO COMPUTER
RVMD INC.
CRSR REVOLUTION MEDICINES
PRAX CORSAIR GAMING
TVTX PRAXIS PRECISION MEDICINES
PLTK TRAVERE THERAPEUTICS INC
NUVB PLAYTIKA HOLDING
DAWN NUVATION BIO INC (A)
TNGX DAY ONE BIOPHARMACEUTICALS INC
STX TANGO THERAPEUTICS
GFS INC
SKLZ SEAGATE TECHNOLOGY HLDGS PLC
CBIO GLOBALFOUNDRIES INC
SKILLZ INC
CRESCENT BIOPHARMA INC.
Alicia Reese ... (+3)
- Alicia Reese
- Kade Barr
- Matthew McCartney
Pierre FerraguÊ ... (+2)
- Pierre FerraguÊ
- Rolf Bulk
Pierre FerraguÊ ... (+2)
- Pierre FerraguÊ
- Rolf Bulk
Wedbush Research
- Wedbush Research
UBI
UBISOFT ENTERTAINMENT SA
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
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
Wedbush Research
- Wedbush Research
Alicia Reese ... (+3)
- Alicia Reese
- Kade Barr
- Matthew McCartney
Pelham Smithers
- Pelham Smithers
Pierre FerraguÊ
- Pierre FerraguÊ
Pierre FerraguÊ
- Pierre FerraguÊ
ASML: best positioned for 2026 in the Semicap pack. Upgrade to Buy, €7...
Consensus expects ASML to grow revenues 2% next year, compared to 6-12% for its peers. That is conservative. If anything, we see room for ASML to outperform, driven by high leading-edge exposure. Beyond 2026, we also expect ASML to grow in the upper end of its peer group. Normal order intake in 3Q would allow management to ease concerns around 2026 growth, and with the stock trading on 25x forward earnings we see limited risk of further de-rating. We hence upgrade the stock to Buy, €790 Target...
Pierre FerraguÊ
- Pierre FerraguÊ
Semi cycle update. Much ado about nothing: Tariff and DeepSeek effects...
We publish today our quarterly and extensive review of where fundamentals, expectations, and valuations stand in semis and give our views on how investors should be positioned for the rest of the year. For details, please follow the link below.
Pierre FerraguÊ
- Pierre FerraguÊ
Joel Scheiman
- Joel Scheiman
PSA Chemicals: Shin-Etsu (4063 JT) FY25: Can the Positives Exceed the ...
Shin-Etsu’s FY25 Q1 will likely feature strength by semiconductor silicon but weaker conditions for PVC. Nevertheless, shareholder returns are improving and valuations remain undemanding. Analyst Joel Scheiman expects earnings will recover from FY26, modelling for 2-yr forward OP CAGR of 10%.
Wedbush Research
- Wedbush Research
DEI
DOUGLAS EMMETT INC
HPP HUDSON PACIFIC PROPERTIES INC.
UMH UMH PROPERTIES INC.
UDR UDR INC.
TRNO TERRENO REALTY CORPORATION
STAG STAG INDUSTRIAL INC.
SBRA SABRA HEALTH CARE REIT INC.
RWT REDWOOD TRUST INC.
REXR REXFORD INDUSTRIAL REALTY INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
NHI NATIONAL HEALTH INVESTORS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LTC LTC PROPERTIES INC.
WELL WELLTOWER INC.
FR FIRST INDUSTRIAL REALTY TRUST INC.
ESS ESSEX PROPERTY TRUST INC.
EQR EQUITY RESIDENTIAL
EGP EASTGROUP PROPERTIES INC.
CTRE CARETRUST REIT INC
CPT CAMDEN PROPERTY TRUST
BXP BOSTON PROPERTIES INC.
AVB AVALONBAY COMMUNITIES INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
PLYM PLYMOUTH INDUSTRIAL REIT INC.
ROKU ROKU INC. CLASS A
VTR VENTAS INC.
AMZN AMAZON.COM INC.
RC READY CAPITAL CORPORATION
SAFE SAFEHOLD INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
PEAK HEALTHPEAK PROPERTIES INC.
CSR CENTERSPACE
TTD THE TRADE DESK
HR INC.
STRW HEALTHCARE TRUST OF AMERICA INC.
STRAWBERRY FIELDS REIT INC.
HPP HUDSON PACIFIC PROPERTIES INC.
UMH UMH PROPERTIES INC.
UDR UDR INC.
TRNO TERRENO REALTY CORPORATION
STAG STAG INDUSTRIAL INC.
SBRA SABRA HEALTH CARE REIT INC.
RWT REDWOOD TRUST INC.
REXR REXFORD INDUSTRIAL REALTY INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
NHI NATIONAL HEALTH INVESTORS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LTC LTC PROPERTIES INC.
WELL WELLTOWER INC.
FR FIRST INDUSTRIAL REALTY TRUST INC.
ESS ESSEX PROPERTY TRUST INC.
EQR EQUITY RESIDENTIAL
EGP EASTGROUP PROPERTIES INC.
CTRE CARETRUST REIT INC
CPT CAMDEN PROPERTY TRUST
BXP BOSTON PROPERTIES INC.
AVB AVALONBAY COMMUNITIES INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
PLYM PLYMOUTH INDUSTRIAL REIT INC.
ROKU ROKU INC. CLASS A
VTR VENTAS INC.
AMZN AMAZON.COM INC.
RC READY CAPITAL CORPORATION
SAFE SAFEHOLD INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
PEAK HEALTHPEAK PROPERTIES INC.
CSR CENTERSPACE
TTD THE TRADE DESK
HR INC.
STRW HEALTHCARE TRUST OF AMERICA INC.
STRAWBERRY FIELDS REIT INC.
Alicia Reese ... (+3)
- Alicia Reese
- Kade Barr
- Matthew McCartney
Wedbush Research
- Wedbush Research
UBI
UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LEN LENNAR CORPORATION CLASS A
IMAX IMAX CORPORATION
GME GAMESTOP CORP. CLASS A
EXPE EXPEDIA GROUP INC.
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CDR CD PROJEKT S.A.
OSTK OVERSTOCK.COM INC.
DHI D.R. HORTON INC.
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
HEAR TURTLE BEACH CORP.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
FUBO FUBOTV
U UNITY SOFTWARE
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
APP APPLOVIN CORP
YOU CLEAR SECURE INC
GETY GETTY IMAGES HOLDINGS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LEN LENNAR CORPORATION CLASS A
IMAX IMAX CORPORATION
GME GAMESTOP CORP. CLASS A
EXPE EXPEDIA GROUP INC.
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CDR CD PROJEKT S.A.
OSTK OVERSTOCK.COM INC.
DHI D.R. HORTON INC.
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
HEAR TURTLE BEACH CORP.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
FUBO FUBOTV
U UNITY SOFTWARE
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
APP APPLOVIN CORP
YOU CLEAR SECURE INC
GETY GETTY IMAGES HOLDINGS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
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