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Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

2Q25 Postmortem: Sentiment Guide Following Results

Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: August 9, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

International Flavors & Fragrances Inc: 2 directors

A director at International Flavors & Fragrances Inc bought 15,450 shares at 64.802USD and the significance rating of the trade was 67/100. 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 t...

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Back To The Future; Neutral, $90 PT

Figure 1. 2Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensuseBay reported strong 2Q results. GMV increased +6.0% Y/Y in the quarter to $19.5B, ahead of the Street's +2.5% Y/Y estimate, and revenue of $2.7B (+6.1% Y/Y) was ~3% ahead of expectations. Advertising revenue grew +2

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
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