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Dollar General Corp: 2 directors

Two Directors at Dollar General Corp sold/sold after exercising options 36,599 shares at between 125.066USD and 132.005USD. The significance rating of the trade was 77/100. 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 a...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...

Today, we are publishing the Automotive section of our 29th 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. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...

Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig

Ringcentral Inc: 2 directors

Two Directors at Ringcentral Inc sold 19,628 shares at between 28.106USD and 28.574USD. The significance rating of the trade was 53/100. 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 ...

General Motors Company - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

Solid Results with Conservative Guide into Year-End; Remain on Sidelin...

A Closer Look at FY3Q25 (September) ResultsRevenueTotal revenue of $638.7 million (up 5% y/y) came in line with company’s guidance range of $631.0 million to $639.0 million and the Street’s $625.6 million estimate as the company executes on its AI and new product strategies.Subscription revenue of

General Motors Co: 1 director

A director at General Motors Co sold after exercising options/sold 260,600 shares at 66.450USD and the significance rating of the trade was 75/100. 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 director...

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

Strong Quarter with Improved Profitability Outlook for FY25; PT to $75

A Closer Look at FY3Q25 (September) ResultsRevenueTotal revenue came in at $48.59 billion (roughly flat y/y), well above the Street’s estimate of $45.03 billion as the company’s sales grew across all its brands and increased market share across both ICE and EV vehicles.Total Automotive Revenue was

Anish Jog ... (+3)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis

General Motors Company: Update to credit analysis

Our credit view of this issuer reflects its competitive product portfolio, solid execution, high tariff cost, challenges in the transition to electric vehicles and prudent financial policy.

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of General Motors Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 25 September 2025 in which we reassessed the appropriateness of the ratings in the c...

Pierre FerraguÊ
  • 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 ...

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
Julie Boote
  • Julie Boote

PSA Autos / New Mobility: Large US Import Tariff Hit Dismissed by Mark...

As the US is introducing new import tariffs, the auto sector is among the worst hit in corporate Japan. Japanese automakers are set to book major losses related to tariffs, leading to substantial FY25 earnings’ declines. Yet, after an initial negative stock market reaction, share prices have recovered close to or above pre-tariff levels. Analyst Julie Boote investigates.

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