Salesforce Inc: 2 directors

A director at Salesforce Inc sold after exercising options 2,250 shares at 246.656USD and the significance rating of the trade was 41/100. 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 th...

Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, ...

Today, we are publishing the Enterprise IT 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. Legacy IT spending is moderating after a strong 2H24, while public-cloud growth accelerated slightly on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the lo...

Wedbush Morning Call - Sep 04 2025 6:56AM

Solid Results Overshadowed by Light Guide; Need to Improve Execution; ...

A Closer Look at FY2Q26 (July) ResultsRevenueTotal revenue of $10.24 billion (up 10% y/y and 9% y/y in CC) was above both the company’s guidance range for revenue between $10.11 billion and $10.16 billion and the Street’s $10.14 billion estimate driven primarily by onetime licensing revenue and pro

Servicenow Inc: 2 directors

Two Directors at Servicenow Inc sold/sold after exercising options 6,922 shares at between 915.108USD and 916.630USD. The significance rating of the trade was 70/100. 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...

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Hybridan Small Cap Feast: 30/07/2025

30th July 2025 @HybridanLLP Status of this Note and Disclaimer This document has been provided as a general market commentary and is issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as investment advice; a recommendation; an offer to sell; nor solicitation of any offer to buy any security or other financial instrument. Nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract re...

Growth reported in key segments

New product launches, coupled with distribution and service agreements across a wider geographical footprint have resulted in growth in Billi and Consumer Goods. The latter was achieved despite rationalisation of costs and product lines during the last two years. Billi has continued its low double-digit yoy revenue growth in H1 25. The one area of the business with exposure to the US is Controls and, in line with other global engineering outfits, it witnessed order deferrals during Q2 following ...

Strix (KETL LN) - H1 trading update - Corporate

Post an encouraging Q1 the Controls division has been impacted by the indirect effect of tariffs. Direct sales into the US are important but not overly significant at c. 10% of divisional sales and the controls themselves do not carry a tariff, but the products they are in do. This led to volatility in the market as Chinese OEMs have waited for greater visibility. This has impacted volumes during Q2 and, whilst showing some stabilisation, remain lower yoy. Zeus assume some of the lost sales are ...

Wedbush Morning Call - Jul 16 2025 7:11AM

Expecting Strong 2Q Tech Earnings Season; Cloud and AI Spending The Ke...

AI Revolution All Starts With the Godfather of AI Jensen and NvidiaMajor conglomerates across the US and China are looking to become the first major player to control the next big chip in this tech ecosystem, but this battle is now all in the hands of Nvidia and Jensen with NVDA’s chips becoming th

Hybridan Small Cap Feast: 07/07/2025

* A corporate client of Hybridan LLP. ** Potential means Intention to Float (ITF) or similar announcement has been made. ***Arranged by type of listing and date of announcement. ****Alphabetically arranged and Closing Price on prior day to Publication. Dish of the day Admissions:   None Delistings:     4global (4GBL.L) and Totally (TLY) have both left AIM.    What’s baking in the oven?  Potential**  Initial Public Offerings:*** Updated 10th June: iFOREX Financial Trading, the fintech b...

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...

Today, we are publishing the Enterprise IT 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. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...

Wedbush Morning Call - Jun 04 2025 7:02AM

Top 30 Tech Names to Play in the 4th Industrial Revolution

Hybridan Small Cap Feast: 29/05/2025

Our daily digest of news from UK Small Caps 29th May 2025 @HybridanLLP * A corporate client of Hybridan LLP ** Potential means Intention to Float (ITF) or similar announcement has been made ***Arranged by type of listing and date of announcement ****Alphabetically arranged Dish of the day Admissions: Tooru (TOO.L), a company focused on the health and wellness sector, today announced its AIM admission and the acquisition of the operating b...

Wedbush Morning Call - May 29 2025 7:04AM

Doubling Down on Leveraging Data to Power AI Agents within Agentforce

Strong Results While Raising FY26 Guide; Agentforce Strategy Playing O...