reports
- Wedbush Research
PEP PEPSICO INC.
GPN GLOBAL PAYMENTS INC.
V VISA INC. CLASS A
SQ SQUARE INC. CLASS A
REXR REXFORD INDUSTRIAL REALTY INC.
PYPL PAYPAL HOLDINGS INC
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
ETSY ETSY INC.
KO COCA-COLA COMPANY
KDP KEURIG DR PEPPER INC.
CHWY CHEWY INC. CLASS A
- Moshe Katri
- Spencer Lebov
- Moshe Katri
- Spencer Lebov
- Wedbush Research
MTB M&T BANK CORPORATION
BLUE BLUEBIRD BIO INC.
WSM WILLIAMS-SONOMA INC.
WBS WEBSTER FINANCIAL CORPORATION
VLY VALLEY NATIONAL BANCORP
NYCB NEW YORK COMMUNITY BANCORP INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
ETSY ETSY INC.
CFG CITIZENS FINANCIAL GROUP INC.
BKU BANKUNITED INC.
BBY BEST BUY CO. INC.
AX AXOS FINANCIAL INC.
RH RESTORATION HARDWARE INC.
GBIO GENERATION BIO
ELEV ELEVATION ONCOLOGY
PEPG PEPGEN INC
- Moshe Katri
- Spencer Lebov
Moody's announces completion of a periodic review of ratings of Fideli...
Moody's Investors Service (Moody's) has completed a periodic review of the ratings of Fidelity National Information Services, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 27 February 2024 in which Moody's reassessed the app...
- Moshe Katri
- Spencer Lebov
- Wedbush Research
KMX CARMAX INC.
DEI DOUGLAS EMMETT INC
TPH TRI POINTE HOMES INC.
SRPT SAREPTA THERAPEUTICS INC.
SQ SQUARE INC. CLASS A
MNKD MANNKIND CORP.
GPC GENUINE PARTS COMPANY
GLPI GAMING AND LEISURE PROPERTIES INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
AZO AUTOZONE INC.
ABR ARBOR REALTY TRUST INC.
DOOR MASONITE INTERNATIONAL CORP.
ORLY O'REILLY AUTOMOTIVE INC.
UTHR UNITED THERAPEUTICS CORPORATION
CVNA CARVANA CO. CLASS A
LQDA LIQUIDIA CORPORATION
GOSS GOSSAMER BIO
KROS KEROS THERAPEUTICS
AVTE AEROVATE THERAPEUTICS INC
TOST TOAST INC
HR HEALTHCARE TRUST OF AMERICA INC.
EMBRAC B EMBRACER GROUP AB
- Moshe Katri
- Spencer Lebov
- Moshe Katri
- Spencer Lebov
- Valens Research
Valens Equity Weekly Insights - 2024 02 13
Fidelity National Information Services (FIS) bit off more than it could chew with its WorldPay acquisition. Management has since recognized that and has taken steps to get back to its core business while focusing on growing and improving efficiency. Uniform Accounting highlights that the market is missing that FIS is already starting to execute, indicating equity upside. FIS is one of the giants in the payment processing industry. It specializes in working with the banks, and its WorldPay acqui...
- Wedbush Research
GPN GLOBAL PAYMENTS INC.
V VISA INC. CLASS A
SQ SQUARE INC. CLASS A
PYPL PAYPAL HOLDINGS INC
OFC CORPORATE OFFICE PROPERTIES TRUST
NHI NATIONAL HEALTH INVESTORS INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
CROX CROCS INC.
RVMD REVOLUTION MEDICINES
KROS KEROS THERAPEUTICS
TNGX TANGO THERAPEUTICS
PAY INC
MQ PAYMENTUS HLDGS INC
VIGL MARQETA INC
TOST VIGIL NEUROSCIENCE INC
TOAST INC
- Moshe Katri
- Spencer Lebov
- Valens Research
Valens Equity Weekly Insights - 2023 11 14
Fidelity National Information Services (FIS) bit off more than it could chew with its WorldPay acquisition. Management has since recognized that and has taken steps to get back to its core business while focusing on growing and improving efficiency. Uniform Accounting highlights that the market is missing that FIS is already starting to execute, indicating equity upside. FIS is one of the giants in the payment processing industry. It specializes in working with the banks, and its WorldPay acqui...
- Moshe Katri
- Spencer Lebov
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
VMW VMWARE INC. CLASS A
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
GPN GLOBAL PAYMENTS INC.
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
TXRH TEXAS ROADHOUSE INC.
TSCO TRACTOR SUPPLY COMPANY
SQ SQUARE INC. CLASS A
SKX SKECHERS U.S.A. INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PYPL PAYPAL HOLDINGS INC
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
DECK DECKERS OUTDOOR CORPORATION
CUBI CUSTOMERS BANCORP INC.
AXTI AXT INC.
OSTK OVERSTOCK.COM INC.
BJRI BJ'S RESTAURANTS INC.
CFR CULLEN/FROST BANKERS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
HPE HEWLETT PACKARD ENTERPRISE CO.
MDC M.D.C. HOLDINGS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
AX AXOS FINANCIAL INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
PFSI INC.
MRVL PENNYMAC FINANCIAL SERVICES INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX GLOBALFOUNDRIES INC
MOONLAKE IMMUNOTHERAPEUTICS
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