reports
- Pierre FerraguÊ
Bible 2Q25 – Autos: Semi recovery underway; tangible risks of pull-for...
Today, we are publishing the Autos section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. The auto semiconductor recovery is underway, with revenues up 4% QoQ ...
NXPIN NXP SEMICONDUCTORS NV
DAI DAIMLER AG
TSLA TESLA INC
ON ON SEMICONDUCTOR CORPORATION
F FORD MOTOR COMPANY
MG/CN MAGNA INTERNATIONAL INC.
MELE MELEXIS NV
GM GENERAL MOTORS COMPANY
STM STMICROELECTRONICS NV
CON CONTINENTAL AG
VOW VOLKSWAGEN (VOW GR)
Z29 029 GROUP SE
NXP Semiconductors Announces Quarterly Dividend
NXP Semiconductors Announces Quarterly Dividend EINDHOVEN, The Netherlands, Aug. 28, 2025 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow. The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the thi...
Global Payments Inc: 1 director
A director at Global Payments Inc sold 4,000 shares at 85.520USD and the significance rating of the trade was 51/100. 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 years clea...
- Dave Nicoski
- Ross LaDuke
GPN GLOBAL PAYMENTS INC.
VECO VEECO INSTRUMENTS INC.
RYN RAYONIER INC.
MTH MERITAGE HOMES CORPORATION
LEN LENNAR CORPORATION CLASS A
KWR QUAKER CHEMICAL CORPORATION
JCOM J2 GLOBAL INC.
CCS CENTURY COMMUNITIES INC.
BBY BEST BUY CO. INC.
AEO AMERICAN EAGLE OUTFITTERS INC.
KMR MIRAE
AMWD AMERICAN WOODMARK CORPORATION
CNA CNA FINANCIAL CORPORATION
FI FRANK'S INTERNATIONAL NV
HP HELMERICH & PAYNE INC.
MGM MGM RESORTS INTERNATIONAL
WFT.. WEATHERFORD INTERNATIONAL PLC
FND FLOOR & DECOR HOLDINGS INC. CLASS A
HOG HARLEY-DAVIDSON INC.
ARRY ARRAY TECHNOLOGIES
REYN REYNOLDS CONSUMER PRODUCTS
NXP Semiconductors Announces Pricing of Senior Unsecured Notes Offerin...
NXP Semiconductors Announces Pricing of Senior Unsecured Notes Offering EINDHOVEN, The Netherlands, Aug. 12, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ:NXPI) (together with its subsidiaries, “NXP”) announced today the pricing of an offering by its subsidiaries NXP B.V., NXP Funding LLC and NXP USA, Inc. (together, the “Issuers”) of $500,000,000 aggregate principal amount of 4.300% senior unsecured notes due 2028 (the “2028 Notes”), $300,000,000 aggregate principal amount of 4.850% senior unsecured notes due 2032 (the “2032 Notes”) and $700,000,000 aggregate principal amount ...
- Wedbush Research
TSLA TESLA INC
TPH TRI POINTE HOMES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
TMHC TAYLOR MORRISON HOME CORPORATION
SNDK SANDISK CORPORATION
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ACET ADICET BIO INC
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SNDK SANDISK CORPORATION
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
NXP Semiconductors Reports Second Quarter 2025 Results
NXP Semiconductors Reports Second Quarter 2025 Results EINDHOVEN, The Netherlands, July 21, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the second quarter, which ended June 29, 2025. “NXP delivered quarterly revenue of $2.93 billion, above the midpoint of our guidance, with all our focus end-markets performing above expectations. Our guidance for the third quarter reflects the combination of an emerging cyclical improvement in NXP's core end markets as well as the performance of our company specific growth drivers. We continue to dr...
NXP Semiconductors Announces Conference Call to Review Second Quarter ...
NXP Semiconductors Announces Conference Call to Review Second Quarter 2025 Financial Results EINDHOVEN, The Netherlands, July 08, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced it will release financial results for the second quarter 2025 after the close of normal trading on the NASDAQ Global Select Market on Monday, July 21, 2025. The company will host a conference call with the financial community on Tuesday, July 22, 2025, at 8:00 a.m. U.S. Eastern Daylight Time (EDT). Earnings Conference Call Details Interested parties may pre-register for the or obt...
NXP Completes Acquisition of TTTech Auto to Accelerate the Transformat...
NXP Completes Acquisition of TTTech Auto to Accelerate the Transformation to Software-Defined Vehicles EINDHOVEN, The Netherlands, June 17, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced the completion of the acquisition of , a leader in innovating unique safety-critical systems and middleware for software-defined vehicles (SDVs), pursuant to the terms of the previously announced agreement from . The open and modular offering of the and TTTech Auto’s MotionWise safety middleware helps automakers overcome software and hardware integration barriers, while ...
NXP Semiconductors Announces Quarterly Dividend
NXP Semiconductors Announces Quarterly Dividend EINDHOVEN, The Netherlands, June 12, 2025 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow. The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the s...
NXP and Rimac Technology Co-Develop Centralized Vehicle Architecture f...
NXP and Rimac Technology Co-Develop Centralized Vehicle Architecture for Advanced Domain and Zonal Control Rimac Technology is the first to deploy NXP’s S32E2 real-time processor series in its upcoming next-generation ECU platform for software-defined vehicles (SDV)NXP and Rimac’s jointly developed centralized architecture consolidates more than 20 electronic control units into just three centralized unitsCollaboration enables OEMs to adopt SDV architectures with advanced domain and zonal control applications EINDHOVEN, The Netherlands, June 12, 2025 (GLOBE NEWSWIRE) -- NXP Semiconduct...
- Pierre FerraguÊ
Bible 1Q25 – Autos: recovery on track. Expect strong momentum through ...
Today, we are publishing the automotive section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Auto semi revenues declined, reflecting the ongoing inventory correction. However, nearly all companies have now called the bottom. We expect strong sequential momentum through 2025, which should suppor...
NXPIN NXP SEMICONDUCTORS NV
DAI DAIMLER AG
TSLA TESLA INC
ON ON SEMICONDUCTOR CORPORATION
F FORD MOTOR COMPANY
MG/CN MAGNA INTERNATIONAL INC.
MELE MELEXIS NV
GM GENERAL MOTORS COMPANY
STM STMICROELECTRONICS NV
CON CONTINENTAL AG
VOW VOLKSWAGEN (VOW GR)
Z29 029 GROUP SE
- Jonathan Moreland
SON SONOCO PRODUCTS COMPANY
NCR NCR CORPORATION
UNH UNITEDHEALTH GROUP INCORPORATED
RYAM RAYONIER ADVANCED MATERIALS INC
PLUG PLUG POWER INC.
PENN PENN NATIONAL GAMING INC.
PEB PEBBLEBROOK HOTEL TRUST
OEC ORION ENGINEERED CARBONS SA
MTX MINERALS TECHNOLOGIES INC.
MTDR MATADOR RESOURCES COMPANY
MO ALTRIA GROUP INC
LGND LIGAND PHARMACEUTICALS INCORPORATED
JRVR JAMES RIVER GROUP HOLDINGS LTD
HUN HUNTSMAN CORPORATION
HUM HUMANA INC.
ASB ASSOCIATED BANC-CORP
NEWT NEWTEK BUSINESS SERVICES INC.
RLMD RELMADA THERAPEUTICS
VFF VILLAGE FARMS INTERNATIONAL IN
HTLD HEARTLAND EXPRESS INC.
VSH VISHAY INTERTECHNOLOGY INC.
SWM SCHWEITZER-MAUDUIT INTERNATIONAL INC.
BXC BLUELINX HOLDINGS
GBLI GLOBAL INDEMNITY PLC
AMBC AMBAC FINANCIAL GROUP INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
CARS CARS.COM INC.
BRT BRT APARTMENTS
SNBR SLEEP NUMBER CORPORATION
MBIN MERCHANTS BANCORP
PMTS CPI CARD GROUP
LILA LIBERTY LATIN AMERICA A
COLD AMERICOLD REALTY TRUST
BBDC BARINGS BDC INC.
UTGN UTG
RPAY REPAY HOLDINGS (A)
XRX XEROX HOLDINGS CORPORATION
VLA ARBOR METALS
ONEW ONEWATER MARINE
MTCH MATCH GROUP INC.
PRG PROG HOLDINGS
MINM INC.
CIVI MINIM
UDMY INC.
OGN CIVITAS RESOURCES INC
OPAL UDEMY INC
PRME ORGANON & CO
VFC OPAL FUELS INC
PHIN PRIME MEDICINE INC
NCDL VF CORPORATION
FIP PHINIA INC
FG NUVEEN CHURCHILL DIRECT LENDING CORP
HCWB FTAI INFRASTRUCTURE INC
NEO F AND G ANNUITIES AND LIFE
INC.
HCW BIOLOGICS INC
NEO CORPORATE PUBLIC COMPANY LIMITED
- Jonathan Moreland
TRS TRIMAS CORPORATION
PLUG PLUG POWER INC.
PENN PENN NATIONAL GAMING INC.
PEB PEBBLEBROOK HOTEL TRUST
MMLP MARTIN MIDSTREAM PARTNERS L.P.
JRVR JAMES RIVER GROUP HOLDINGS LTD
GLP GLOBAL PARTNERS LP
PATK PATRICK INDUSTRIES INC.
NEWT NEWTEK BUSINESS SERVICES INC.
RLMD RELMADA THERAPEUTICS
ELY CALLAWAY GOLF COMPANY
FLWS 1-800-FLOWERS.COM CL A
GBLI GLOBAL INDEMNITY PLC
SNDX SYNDAX PHARMACEUTICALS
HAIN THE HAIN CELESTIAL GROUP
NHF INC.
BRT NEXPOINT CREDIT STRATEGIES FUN
OCSL BRT APARTMENTS
MPB OAKTREE SPECIALTY LENDING CORPORATION
FGBI MID PENN BANCORP INC.
MIDD FIRST GUARANTY BANCSHARES
ENR THE MIDDLEBY CORPORATION
AVTR EDGEWELL PERSONAL CARE COMPANY
ZYME AVANTOR
VLA INC.
ONEW ZYMEWORKS INC.
ADV ARBOR METALS
DLHC ONEWATER MARINE
CVRX ADVANTAGE SOLUTIONS INC (A)
PFBX DALEIGH HOLDINGS CORP
TCRX CVRX
STGW INC.
OPAL PEOPLES FINANCIAL CORP. (MISSISSIPPI)
PRME FIRST EAGLE ALTERNATIVE CAPITAL BDC INC
STRW STAGWELL INC
PHIN OPAL FUELS INC
SRBK PRIME MEDICINE INC
SDHC STRAWBERRY FIELDS REIT INC.
FIP PHINIA INC
SUNS SR BANCORP INC
EVM SMITH DOUGLAS HOMES CORP
TXO FTAI INFRASTRUCTURE INC
GF SUNRISE REALTY TRUST
FG EATON VANCE INSD CALIF MUN BD FD
GREE MORNINGSTAR PARTNERS
HCWB L.P.
IAE THE NEW GERMANY FUND
FINS INC.
F AND G ANNUITIES AND LIFE
INC.
GREENIDGE GENERATION HLDGS INC
HCW BIOLOGICS INC
ING ASIA PACIFIC HIGH DIVIDEND EQUITY INCOME FUND
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
- Jonathan Moreland
TTSH TILE SHOP HOLDINGS INC.
PLUG PLUG POWER INC.
MAIN MAIN STREET CAPITAL CORPORATION
PATK PATRICK INDUSTRIES INC.
ELY CALLAWAY GOLF COMPANY
UEIC UNIVERSAL ELECTRONICS INC.
UIHC UNITED INSURANCE HOLDINGS CORP.
FLWS 1-800-FLOWERS.COM CL A
SNDX SYNDAX PHARMACEUTICALS
NNBR NN
OCSL INC.
MPB OAKTREE SPECIALTY LENDING CORPORATION
ENR MID PENN BANCORP INC.
ZYME EDGEWELL PERSONAL CARE COMPANY
ARQT ZYMEWORKS INC.
HQL ARCUTIS BIOTHERAPEUTICS
ADV INC.
CVRX TEKLA LIFE SCIENCES INVESTORS
SRPT ADVANTAGE SOLUTIONS INC (A)
DMA CVRX
SUNS INC.
EVM SAREPTA THERAPEUTICS
TXO INC.
GF DESTRA MULTI ALTERNATIVE FUND
FG SUNRISE REALTY TRUST
IAE EATON VANCE INSD CALIF MUN BD FD
MORNINGSTAR PARTNERS
L.P.
THE NEW GERMANY FUND
INC.
F AND G ANNUITIES AND LIFE
INC.
ING ASIA PACIFIC HIGH DIVIDEND EQUITY INCOME FUND
- Jonathan Moreland
CMI CUMMINS INC.
NCR NCR CORPORATION
UNH UNITEDHEALTH GROUP INCORPORATED
OEC ORION ENGINEERED CARBONS SA
LGND LIGAND PHARMACEUTICALS INCORPORATED
JRVR JAMES RIVER GROUP HOLDINGS LTD
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
HUM HUMANA INC.
GLP GLOBAL PARTNERS LP
BRKR BRUKER CORPORATION
ASYS AMTECH SYSTEMS INC.
ERII ENERGY RECOVERY INC.
ELY CALLAWAY GOLF COMPANY
HTLD HEARTLAND EXPRESS INC.
VSH VISHAY INTERTECHNOLOGY INC.
GCBC GREENE COUNTY BANCORP INC.
WINA WINMARK CORP.
GBLI GLOBAL INDEMNITY PLC
AMBC AMBAC FINANCIAL GROUP INC.
NNBR NN
LILA INC.
COLD LIBERTY LATIN AMERICA A
EAF AMERICOLD REALTY TRUST
ULBI GRAFTECH INTERNATIONAL
MIDD ULTRALIFE
ENR THE MIDDLEBY CORPORATION
RPAY EDGEWELL PERSONAL CARE COMPANY
PRG REPAY HOLDINGS (A)
LESL PROG HOLDINGS
GRNT INC.
ALKT LESLIES
CVRX GRANIT SKOPKE
MINM ALKAMI TECHNOLOGY
MYO INC.
FLNC CVRX
DCGO INC.
STGW MINIM
OGN INC.
PFHC MYOMO
RXO_w FLUENCE ENERGY INC
OABI DOCGO INC
WEST STAGWELL INC
SRPT ORGANON & CO
FTK PROFRAC HLDG CORP
TXO RXO INC
AESI OMNIAB INC
FINS WESTROCK COFFEE COMPANY LLC
SAREPTA THERAPEUTICS
INC.
FLOTEK INDUSTRIES INC.
MORNINGSTAR PARTNERS
L.P.
ATLAS ENERGY SOLUTIONS INC.
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
- Jonathan Moreland
UNH UNITEDHEALTH GROUP INCORPORATED
PEB PEBBLEBROOK HOTEL TRUST
JRVR JAMES RIVER GROUP HOLDINGS LTD
HUM HUMANA INC.
GLP GLOBAL PARTNERS LP
FISV FISERV INC.
ASYS AMTECH SYSTEMS INC.
HTLD HEARTLAND EXPRESS INC.
EB EVENTBRITE
MIDD THE MIDDLEBY CORPORATION
RPAY REPAY HOLDINGS (A)
DLHC DALEIGH HOLDINGS CORP
GRNT GRANIT SKOPKE
ALKT ALKAMI TECHNOLOGY
PFHC INC.
RXO_w PROFRAC HLDG CORP
WEST RXO INC
FTK WESTROCK COFFEE COMPANY LLC
FG FLOTEK INDUSTRIES INC.
AESI F AND G ANNUITIES AND LIFE
FINS INC.
LBTYK ATLAS ENERGY SOLUTIONS INC.
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
LIBERTY GLOBAL LTD.
- Pierre FerraguÊ
- Jonathan Moreland
MMLP MARTIN MIDSTREAM PARTNERS L.P.
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
GOGO GOGO INC.
ERII ENERGY RECOVERY INC.
ELY CALLAWAY GOLF COMPANY
GCBC GREENE COUNTY BANCORP INC.
GBLI GLOBAL INDEMNITY PLC
AMBC AMBAC FINANCIAL GROUP INC.
HAIN THE HAIN CELESTIAL GROUP
PMTS INC.
PNBK CPI CARD GROUP
EAF PATRIOT NATIONAL BANCORP
ULBI GRAFTECH INTERNATIONAL
ENR ULTRALIFE
PHAT EDGEWELL PERSONAL CARE COMPANY
LPI PHATHOM PHARMACEUTICALS
LESL LAREDO PETROLEUM INC.
MYO LESLIES
FLNC MYOMO
DCGO FLUENCE ENERGY INC
OGN DOCGO INC
TCBX ORGANON & CO
OABI THIRD COAST BANCSHARES INC
WEST OMNIAB INC
SRPT WESTROCK COFFEE COMPANY LLC
FTK SAREPTA THERAPEUTICS
BNL INC.
DMA FLOTEK INDUSTRIES INC.
SUNS BROADSTONE NET LEASE INC
EVM DESTRA MULTI ALTERNATIVE FUND
TXO SUNRISE REALTY TRUST
FG EATON VANCE INSD CALIF MUN BD FD
EU MORNINGSTAR PARTNERS
IAE L.P.
AESI F AND G ANNUITIES AND LIFE
INC.
WISDOMTREE EURO DEBT FUND
ING ASIA PACIFIC HIGH DIVIDEND EQUITY INCOME FUND
ATLAS ENERGY SOLUTIONS INC.
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