reports
- Wedbush Research
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
BIIB BIOGEN INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
DNLI DENALI THERAPEUTICS INC
SMCI SUPER MICRO COMPUTER
PASG INC.
CRSR PASSAGE BIO
ABNB CORSAIR GAMING
RBLX AIRBNB INC. CLASS A
STX ROBLOX
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Good Quarter and Outlook; Step in a Right Direction
A Closer Look at FY4Q25 (December) ResultsRevenueTotal revenue of $1.905 billion grew 15% y/y, above the company’s guidance range for revenue of $1.825 billion to $1.885 billion and above the Street’s $1.860 billion estimate reflecting solid global execution and broad-based demand for solutions par
Fortinet Reports Strong Fourth Quarter and Full Year 2025 Financial Re...
Fortinet Reports Strong Fourth Quarter and Full Year 2025 Financial Results Fourth Quarter 2025 Highlights Revenue grew 15% year over year to $1.91 billionProduct revenue grew 20% year over year to $691 millionBillings grew 18% to $2.37 billion1Unified SASE billings grew 40%GAAP operating margin of 33% Non-GAAP operating margin of 37%1 Full Year 2025 Highlights Revenue grew 14% year over year to $6.80 billionProduct revenue grew 16% year over year to $2.22 billionBillings grew 16% to $7.55 billion1Unified SASE & SecOps billings grew 24%GAAP operating margin of 31%Non-GAAP operating margi...
- Jonathan Moreland
TCBI TEXAS CAPITAL BANCSHARES INC.
SCL STEPAN COMPANY
RLI RLI CORP.
NBTB NBT BANCORP INC.
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
LMNR LIMONEIRA CO.
IPAR INTER PARFUMS INC.
IP INTERNATIONAL PAPER COMPANY
INTC INTEL CORPORATION
GME GAMESTOP CORP. CLASS A
CMC COMMERCIAL METALS COMPANY
CGNX COGNEX CORPORATION
CASY CASEY'S GENERAL STORES INC.
CALX CALIX NETWORKS
PAR PAR TECHNOLOGY CORP.
PLBC PLUMAS BANCORP
GLO CLOUGH GLOBAL OPPORTUNITIES FUND
CRVS CORVUS PHARMACEUTICALS
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ESQ ESQUIRE FINANCIAL HOLDINGS
ABT ABBOTT LABORATORIES
THM INTERNATIONAL TOWER HILL MINES LTD
NWFL NORWOOD FINANCIAL CORP.
ZIVO ZIVO BIOSCIENCE
ANIX INC.
AMTB ANIXA BIOSCIENCES
CABA AMERANT BANCORP (A)
JYNT CABALETTA BIO
ALLY THE JOINT
ALT GMAC LLC
APG ALTIMMUNE INC
ZNTL API GROUP CORP
AVO ZENTALIS PHARMACEUTICALS
TMC MISSION PRODUCE
IMRX TMC THE METALS CO INC
BST IMMUNEERING CORP
LUCY BLACKROCK SCIENCE AND TECHNOLOGY TRUST
PMCB INNOVATIVE EYEWEAR INC
VANI PHARMACYTE BIOTECH INC
ACRV VIVANI MEDICAL INC
BOF ACRIVON THERAPEUTICS INC
SRBK BRANCHOUT FOOD INC.
WS WI SR BANCORP INC
GDV WORTHINGTON STEEL
GF THE GABELLI DIVIDEND & INCOME TRUST
CVM THE NEW GERMANY FUND
MSTR INC.
BDSX CEL-SCI CORPORATION
MPTI MICROSTRATEGY INCORPORATED
MIGI BIODESIX INC
SQNS M-TRON INDUSTRIES
INC.
MAWSON INFRASTRUCTURE GROUP INC
SEQUANS COMMUNICATIONS
Interparfums, Inc. Announces Exclusive Worldwide License Agreement Wit...
Interparfums, Inc. Announces Exclusive Worldwide License Agreement With Nautica NEW YORK, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Interparfums, Inc. (NASDAQ GS: IPAR) (“Interparfums” or the “Company”) today announced that it has entered into an exclusive, 20-year worldwide license agreement with global lifestyle brand Nautica for the creation, development, production, and distribution of fragrances under the Nautica brand name. Jean Madar, Chairman and Chief Executive Officer of Interparfums, said, “Nautica is world-renowned for bringing the inspiration of the sea to everyday style. We are thr...
Interparfums, Inc. Announces Exclusive Worldwide License Agreement wit...
Interparfums, Inc. Announces Exclusive Worldwide License Agreement with David Beckham NEW YORK, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Interparfums, Inc. (NASDAQ GS: IPAR) (“Interparfums” or the “Company”) today announced that it has entered into an exclusive, 20-year worldwide license agreement with David Beckham for the creation, development, production, and distribution of fragrances under the David Beckham brand. Jean Madar, Chairman and Chief Executive Officer of Interparfums, said, “We are delighted to collaborate with David Beckham, who embodies modern sophistication and timeless elega...
- Dave Nicoski
- Ross LaDuke
OXY OCCIDENTAL PETROLEUM CORPORATION
AMN AMN HEALTHCARE SERVICES INC.
PPC PILGRIM'S PRIDE CORPORATION
MDLZ MONDELEZ INTERNATIONAL INC. CLASS A
LAND GLADSTONE LAND CORP.
JCOM J2 GLOBAL INC.
JACK JACK IN THE BOX INC.
IPAR INTER PARFUMS INC.
INGR INGREDION INCORPORATED
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
EXPO EXPONENT INC.
EPC EDGEWELL PERSONAL CARE CO.
EMN EASTMAN CHEMICAL COMPANY
CLX CLOROX COMPANY
CE CELANESE CORPORATION
ACCO ACCO BRANDS CORPORATION
HRI HERC HOLDINGS INC.
OFLX OMEGA FLEX
WDFC WD-40 COMPANY
BOOM DMC GLOBAL INC
UAA UNDER ARMOUR INC. CLASS A
NHF NEXPOINT CREDIT STRATEGIES FUN
IOVA IOVANCE BIOTHERAPEUTICS INC
FNKO FUNKO CLASS A
SPB SPECTRUM BRANDS HOLDINGS INC.
AVNS AVANOS MEDICAL INC.
DOW DOW INC.
AMCR AMCOR PLC
ATEX ANTERIX INC
BJ BJ'S WHOLESALE CLUB HOLDINGS
NVAX NOVAVAX INC.
VIR VIR BIOTECHNOLOGY
ALT ALTIMMUNE INC
NKTX NKARTA
PTLO PORTILLOS INC
CHRD CHORD ENERGY CORPORATION
LIN LINDE PUBLIC LIMITED COMPANY
HUN GLOBAL X NATURAL GAS ETF
INR INFINITY NATURAL RESOURCES INC
MUSA MIDDLEFIELD US EQUITY DIV ET ETF UN
Fortinet Expands FortiCNAPP Cloud Risk Management with Network, Data, ...
Fortinet Expands FortiCNAPP Cloud Risk Management with Network, Data, and Unified Risk Context New enhancements integrate network security posture, native Data Security Posture Management, and runtime validation to help security teams prioritize real-world cloud risk SUNNYVALE, Calif., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Fortinet®, the global cybersecurity leader driving the convergence of networking and security, today announced new enhancements to that help organizations better understand and prioritize cloud risk beyond what is possible with many CNAPP solutions today. By correlating ...
- Jonathan Moreland
Guess?, Inc. and Interparfums, Inc. Extend Their Fragrance Partnership...
Guess?, Inc. and Interparfums, Inc. Extend Their Fragrance Partnership Through 2048 NEW YORK, Jan. 26, 2026 (GLOBE NEWSWIRE) -- Interparfums, Inc. (NASDAQ GS: IPAR) (“Interparfums” or the “Company”) today announced a 15-year extension of its exclusive worldwide license agreement with Guess?, Inc., for the continued creation, development and distribution of its fragrances, extending the agreement length for 23 more years. Jean Madar, Chairman & Chief Executive Officer of Interparfums, said, “This extension underscores the enduring strength of our partnership with Guess?, Inc. After more t...
- Jonathan Moreland
SCL STEPAN COMPANY
RLI RLI CORP.
LTC LTC PROPERTIES INC.
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
LMNR LIMONEIRA CO.
IPAR INTER PARFUMS INC.
GME GAMESTOP CORP. CLASS A
DAKT DAKTRONICS INC.
CMC COMMERCIAL METALS COMPANY
CGNX COGNEX CORPORATION
CASY CASEY'S GENERAL STORES INC.
CALX CALIX NETWORKS
WHF WHITEFIELD
ADC AGREE REALTY CORPORATION
PAR PAR TECHNOLOGY CORP.
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
FSFG FIRST SAVINGS FINANCIAL GROUP INC.
PLBC PLUMAS BANCORP
GLO CLOUGH GLOBAL OPPORTUNITIES FUND
CLPR CLIPPER REALTY
BOMN BOSTON OMAHA
UA UNDER ARMOUR
NKE INC.
ESQ NIKE INC. CLASS B
FGBI ESQUIRE FINANCIAL HOLDINGS
GRX FIRST GUARANTY BANCSHARES
CABA THE GABELLI HEALTHCARE & WELLNESSRX TRUST
JYNT CABALETTA BIO
ALLY THE JOINT
ALT GMAC LLC
APG ALTIMMUNE INC
ZNTL API GROUP CORP
AVO ZENTALIS PHARMACEUTICALS
IVFH MISSION PRODUCE
TMC INNOVATIVE FOOD HLDG
IMRX TMC THE METALS CO INC
LUCY IMMUNEERING CORP
PMCB INNOVATIVE EYEWEAR INC
GLSI PHARMACYTE BIOTECH INC
VANI GREENWICH LIFESCIENCES INC
ACRV VIVANI MEDICAL INC
SUNS ACRIVON THERAPEUTICS INC
GF SUNRISE REALTY TRUST
MSTR THE NEW GERMANY FUND
MPTI INC.
MIGI MICROSTRATEGY INCORPORATED
SQNS M-TRON INDUSTRIES
INC.
MAWSON INFRASTRUCTURE GROUP INC
SEQUANS COMMUNICATIONS
- Jonathan Moreland
Interparfums, Inc. Reports Record 2025 Fourth Quarter and Full Year Ne...
Interparfums, Inc. Reports Record 2025 Fourth Quarter and Full Year Net Sales Full Year 2025 Net Sales Rose to $1.49 Billion 2025 Fourth Quarter & Full Year Conference Call Scheduled for February 25, 2026 NEW YORK, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Interparfums, Inc. (NASDAQ GS: IPAR) (“Interparfums” or the “Company”) today announced net sales for the three months and full year ended December 31, 2025. Net Sales($ in millions)Three Months EndedYear EndedDecember 31,December 31,2025 2024 % Change2025 2024 % ChangeTotal Interparfums, Inc.$386 $362 7%$1,489 $1,452 2%European based net sale...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
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
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TENB TENABLE HOLDINGS
ESTC ELASTIC N.V.
LYFT LYFT
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
U INC.
TLS UNITY SOFTWARE
DASH TELOS
AI DOORDASH
PLTR C3.AI
VRDN PALANTIR TECHNOLOGIES
IMNM VIRIDIAN THERAPEUTICS INC
PLTK IMMUNOME
STX PLAYTIKA HOLDING
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
PL GLOBALFOUNDRIES INC
S PLANET LABS PBC
TYRA SENTINELONE INC
ARTV TYRA BIOSCIENCES INC
SERV ARTIVA BIOTHERAPEUTICS INC
SNDK SERVE ROBOTICS INC
SANDISK CORP
Fortinet to Bring Cyber Leadership to World Economic Forum Annual Meet...
Fortinet to Bring Cyber Leadership to World Economic Forum Annual Meeting 2026 Fortinet joins global leaders to engage in dialogue highlighting cross-sector strategies to incentivize, drive accountability, and deter global cybercrime to dismantle the growing cybercrime ecosystem SUNNYVALE, Calif., Jan. 14, 2026 (GLOBE NEWSWIRE) -- ®, the global cybersecurity leader driving the convergence of networking and security, today announced its return to the World Economic Forum in Davos-Klosters, Switzerland, from January 19–23, 2026. Fortinet is a of the forum’s and a member of the Centre’s...
- Michael Piccolo
Morning Recap: WBD/NFLX, HON, PANW, LHX, GNK/DSX, COMP, RGR, CLSK, TCO...
L3Harris Technologies Inc. (NYSE: LHX - $341.24)Update On Upcoming Spin-Off; Pentagon to Invest $1 Billion in Missile Solutions Unit Upon Completion. The U.S. government announced on January 13, 2026, that it will invest $1 billion in LHX's rocket motor business through a convertible security that
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
PLTK AIRBNB INC. CLASS A
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
FHTX DAY ONE BIOPHARMACEUTICALS INC
STX FOGHORN THERAPEUTICS
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
S GLOBALFOUNDRIES INC
RGTI SENTINELONE INC
DDI RIGETTI COMPUTING INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
CART EMBRACER GROUP AB
RBRK MAPLEBEAR INC.
ORKA RUBRIK INC
ORUKA THERAPEUTICS INC
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Cybersecurity Channel Partner Feedback for December Quarter
CRWD: Crowdstrike came in 5-9% above plan as many sales reps mentioned that they’re at 100% of their quota but still faced increased pressure from upper management to continue exceeding quotas well-beyond what was initially set. There seems to be more pressure on reps to continue overperforming bey
Fortinet to Announce Fourth Quarter and Full Year 2025 Financial Resul...
Fortinet to Announce Fourth Quarter and Full Year 2025 Financial Results SUNNYVALE, Calif., Jan. 05, 2026 (GLOBE NEWSWIRE) -- News Summary ® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, announced that it will hold a conference call to discuss its fourth quarter and full year 2025 financial results on Thursday, February 5, at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time). Fortinet's financial results conference call will be broadcast live in listen-only mode on the company’s investor relations website at . While not required, it i...
Fortinet and Arista Networks Announce Joint Secure AI Data Center Solu...
Fortinet and Arista Networks Announce Joint Secure AI Data Center Solution Joint solution combines security and low-latency networking to provide a secure AI data center blueprint SUNNYVALE, Calif., Dec. 17, 2025 (GLOBE NEWSWIRE) -- Fortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced a Secure AI Data Center solution, built in close collaboration with leading technology partner Arista Networks, deployed at Monolithic Power Systems (MPS). This solution unites best-of-breed networking and security to deliver a valida...
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