Beazer Homes USA, Inc. - December 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

SBA Communications 4Q25 Results & Model Update

We are updating our model for SBAC (Neutral, PT $212) following its 4Q25 results that were generally behind on most metrics. As we mentioned in our initial take, the company’s 2026 guidance doesn’t show much to get excited about, however, we are interested to see the progression of its dispute with SATS. The company stated that it filed its lawsuit against SATS on 2/25/26 and removed the revenue from its guide in line with the balance of the industry. Separating itself from others in the industr...

Constellium SE: 2 directors

Two Directors at Constellium SE sold 13,200 shares at between 25.707USD and 25.770USD. The significance rating of the trade was 55/100. 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 l...

Lennar Corporation - November 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Starbucks Corporation - December 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

SBA Communications 4Q25 Quick Take: SATS Lawsuit filed, not so much ex...

SBAC (Neutral, PT $212) reported 4Q25 results that were below our estimates and consensus. The company stated that it filed its lawsuit against SATS on 2/25/26 and removed the revenue from its guide in line with the industry. 2026 guidance came in light vs. the street, which we think is in part due to messiness around SATS. The company mentioned that it won’t likely rise to its long-term growth targets until 2028 as it continues to work through churn events in 2026 and 2027. This note is our ins...

T-Mobile US Inc: 2 directors

Three Directors at T-Mobile US Inc sold/sold after exercising options 17,724 shares at between 0.000USD and 222.380USD. 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 t...

CHTR Quick Hit: Nick Jeffery joins as Chief Operating Officer

Charter just announced that Nick Jeffery, former Frontier CEO, will join the company as Chief Operating Officer (COO). We think this is a good move by Charter and it should help them improve their operations meaningfully. We provide quick thoughts in this short note.

Takeaways from Metro Connect 2026 Day One

Greetings from sunny, if chilly Fort Lauderdale where we are attending Metro Connect which one of our companies described as one of the two most important infrastructure conferences of the year. We are soooo lucky not to have gotten snowed in. If you are in the northeast, please stay warm! We just wrapped Day One where we had meetings and run-ins with many, primarily, small to mid-size private fiber operators. In this short note, we present our key takeaways from our conversations at the event.

Energy Morning - 20 February 2026

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.

Constellium - Earnings Flash - Q4 FY 2025 Results - Lucror Analytics

Constellium has reported superb Q4/25 numbers, with net leverage dropping 0.6x y-o-y to 2.5x, at the upper end of the target range of 1.5-2.5x. The company projects that FY 2026 will be another excellent year, with net leverage expected to drop further. The positive developments are well-reflected in the current bond prices.

General Motors Co: 1 director

A director at General Motors Co sold/sold after exercising options 480,724 shares at 80.523USD 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...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Tereos, Virgin Media O2, e& PPF Telecom, TUI, Sunrise, Liberty Global, Constellium, Nimlas, Rekeep, Lecta, Recordati, Borr Drilling

Energy Morning - 18 February 2026