reports
- David Barden
- Vikash Harlalka
Broadband Spring 2026 – A fine time for FWA
In this Broadband Spring report, we share a quick update on broadband industry trends from 4Q25 heading into 2026E. Industry net adds improved meaningfully in 4Q25 from a year ago but remained slightly below last year when we adjust for the loss of ACP. Net adds for the quarter were in line with the pre-pandemic norm but trailing twelve-month net adds remain below pre-pandemic levels. We take a deep-dive here into FWA’s continued strong momentum, by carrier, and how it fits into the overall broa...
- Gary Brode
- Jonathan Moreland
ZBRA ZEBRA TECHNOLOGIES CORPORATION CLASS A
XRAY DENTSPLY SIRONA INC.
VNO VORNADO REALTY TRUST
TCBI TEXAS CAPITAL BANCSHARES INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
MTDR MATADOR RESOURCES COMPANY
FFIN FIRST FINANCIAL BANKSHARES INC
WD WALKER & DUNLOP INC.
AUP AURINIA PHARMACEUTICALS INC.
SABR SABRE CORP.
TREX TREX COMPANY INC.
AJG ARTHUR J. GALLAGHER & CO.
KKR KKR & CO. INC.
SMCI SUPER MICRO COMPUTER
AHCO INC.
DCTH ADAPTHEALTH
TSLX DELCATH SYSTEMS
THRY SIXTH STREET SPECIALTY LENDING
EOSE INC.
AGL THRYV HOLDINGS
FRSH EOS ENERGY ENTERPRISES INC (A)
FA AGILON HEALTH
CMTG INC.
MYN FRESHWORKS INC.
WRB FIRST ADVANTAGE CORP NEW
BLCO CLAROS MORTGAGE TRUST
NMTC INC.
MSDL BLACKROCK MUNIYELD N Y INSD FD INC
LAW W.R. BERKLEY CORPORATION
BAUSCH + LOMB CORP
NEUROONE MEDICAL TECHNOLOGIES CORP
MORGAN STANLEY DIRECT LENDING
CS DISCO INC
American Airlines to present at 2026 J.P. Morgan Industrials Conferenc...
American Airlines to present at 2026 J.P. Morgan Industrials Conference FORT WORTH, Texas, March 03, 2026 (GLOBE NEWSWIRE) -- American Airlines Group Inc. (NASDAQ: AAL) will present at the 2026 J.P. Morgan Industrials Conference on March 17 at 8:10 a.m. ET. A live webcast of the conference will be available at . About American Airlines Group (NASDAQ: AAL)American Airlines is a premium global airline connecting more of the U.S. to the world. With roots tracing back to an air mail carrier in the Midwestern United States in 1926, American now operates more than 6,000 daily flights to more t...
Nordic American Tankers Ltd (NYSE: NAT) – The Hansson family purchase ...
Nordic American Tankers Ltd (NYSE: NAT) – The Hansson family purchase more shares in NAT Tuesday, March 3, 2026 Dear Shareholders and Investors, I am pleased to disclose that I, as the Founder, Chairman & CEO of NAT, today have bought 200,000 shares at $5.7016 per share, bringing my total holding to 5,500,000 shares. Simultaneously, my son, Alexander Hansson, Vice-Chair of NAT has bought 200,000 shares at $5.6959 per share, bringing his holding to 5,550,000 shares. Following this transaction, our family collectively owns 11,050,000 shares and has 5.2% of the total outstanding shares in ...
Delta Air Lines Inc: 1 director
A director at Delta Air Lines Inc sold 100,000 shares at 70.257USD and the significance rating of the trade was 69/100. 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 last two years cl...
Nkarta to Participate in March Investor Conferences
Nkarta to Participate in March Investor Conferences SOUTH SAN FRANCISCO, Calif., Feb. 27, 2026 (GLOBE NEWSWIRE) -- Nkarta, Inc. (Nasdaq: NKTX), a clinical-stage biopharmaceutical company developing engineered natural killer (NK) cell therapies to treat autoimmune diseases, today announced its participation in the following investor conferences: March 2, 2026TD Cowen 46th Annual Health Care ConferenceBoston, MA9:10 a.m. EST – fireside chatMarch 10, 2026Leerink Global Healthcare ConferenceMiami, FL10:40 a.m. EDT – fireside chatA simultaneous webcast of both events will be available on the ...
- Blair Levin
C-Band Update: What Does the El Paso Airport Shutdown and Broadcaster ...
The El Paso Airport Shutdown does not on the surface reference FCC spectrum policy. But what happened is a tale of two agencies, that both rhymes with past conflicts between the FCC and FAA and raises questions about the wireless industry’s hope for access to the Upper C-Band. In this note, we address those questions and others raised by broadcasters seeking to limit the amount of spectrum that wireless can bid on in the upcoming C-Band auction.
Nordic American Tankers Ltd (NYSE: NAT) – Report as per December 31, 2...
Nordic American Tankers Ltd (NYSE: NAT) – Report as per December 31, 2025 – Full speed ahead Thursday, February 26, 2026 Dear Shareholders and Investors, Ninety day periods offer a short-term snapshot. A more meaningful analysis must contain a longer-term picture. The direction of NAT is up. A few days ago, we entered into a 1-year fixed contract with an oil major, giving us more than $50,000 per day. Highlights: The dividend for the fourth quarter 2025 is 17 cents ($0.17) per share. This is our 114th consecutive quarterly cash dividend. The dividend is payable March 2...
Willis Launches Global Digital Infrastructure Group to Address Full Sp...
Willis Launches Global Digital Infrastructure Group to Address Full Spectrum of Data Center Risks Team is uniquely equipped to provide holistic, customized advisory and risk transfer solutions tailored to the needs of the data center industry’s most sophisticated stakeholders NEW YORK, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Willis, a WTW business (NASDAQ: WTW), building on its newly , today announced the launch of its Global Digital Infrastructure Group led by Alastair Swift, Head of Willis Global Specialties. The group has been established to redefine and address the risks facing data cente...
WTW appoints Han Wei Fong as new Country Leader for Singapore
WTW appoints Han Wei Fong as new Country Leader for Singapore SINGAPORE, Feb. 25, 2026 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW), a leading global advisory, broking and solutions company, today announced the appointment of Han Wei Fong as Country Leader for Singapore, effective 1 March 2026. Han Wei will hold dual capacity, continuing his current position as Head of Health & Benefits, Singapore, alongside his new country leadership responsibilities. Han Wei joined WTW in September last year and brings deep industry experience in health and benefits consulting and broking to WTW. He plays a ...
WTW Announces Regular Quarterly Dividend
WTW Announces Regular Quarterly Dividend LONDON, Feb. 25, 2026 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW), a leading global advisory, broking and solutions company, announced that its Board of Directors approved a regular quarterly cash dividend of $0.96 per common share for the quarter ended December 31, 2025. This represents a 4% increase to the prior quarter’s dividend. The dividend is payable on or about April 15, 2026 to shareholders of record at the close of business on March 31, 2026. About WTW At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people...
- David Barden
Gray-zone aggression now a material threat for businesses, according t...
Gray-zone aggression now a material threat for businesses, according to new Willis report LONDON, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Global stability is entering a new phase – one defined not by clear lines of conflict, but by the ambiguous, deniable and strategically choreographed tactics that sit between peace and war – known as ‘gray-zone aggression’. That’s the key finding of a new report from The Willis Research Network and Elisabeth Braw, a senior fellow with the Atlantic Council. Gray-zone aggression has rapidly evolved into a material threat for businesses; disrupting markets, und...
- Dave Nicoski
- Ross LaDuke
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.
TTMI TTM TECHNOLOGIES INC.
PFG PRINCIPAL FINANCIAL GROUP INC.
LGIH LGI HOMES INC.
GTE GRAN TIERRA ENERGY
GOOD GLADSTONE COMMERCIAL CORPORATION
GLW CORNING INC
FAN FABRINET
FIX COMFORT SYSTEMS USA INC.
CUBE CUBESMART
CIEN CIENA CORPORATION
AXTI AXT INC.
AAOI APPLIED OPTOELECTRONICS INC.
COHU COHU INC.
OXM OXFORD INDUSTRIES INC.
RELL RICHARDSON ELECTRONICS LTD.
AEHR AEHR TEST SYSTEMS
UAA UNDER ARMOUR INC. CLASS A
TNDM TANDEM DIABETES CARE
FNKO FUNKO CLASS A
ST SENSATA TECHNOLOGIES HOLDING PLC
VICR VICOR CORP.
ATOM ATOMERA
MMMB MAMAMANCINI'S HOLDINGS INC
STNE STONECO
MRNA MODERNA INC.
ATEX ANTERIX INC
XP XP
PRDO PERDOCEO EDUCATION CORP
JAKK JAKKS PACIFIC INC.
SHLS SHOALS TECHNOLOGIES GROUP
COHR COHERENT CORP
SYRE SPYRE THERAPEUTICS INC.
LGCY LEGACY EDUCATION INC.
HOII REX HOOD GROWTH & INCOME ETF
MDLN MEDLINE INC
- David Barden
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.
US Foods Holding Corp: 1 director
A director at US Foods Holding Corp sold/sold after exercising options 65,737 shares at 96.523USD and the significance rating of the trade was 78/100. 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 direc...
- Dave Nicoski
- Ross LaDuke
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.
ACN ACCENTURE PLC CLASS A
WK WORKIVA
WDAY WORKDAY INC. CLASS A
THRM GENTHERM INCORPORATED
SXT SENSIENT TECHNOLOGIES CORPORATION
SFM SPROUTS FARMERS MARKETS INC.
NSP INSPERITY INC.
HTGC HERCULES CAPITAL INC.
GPC GENUINE PARTS COMPANY
FELE FRANKLIN ELECTRIC CO. INC.
EXTR EXTREME NETWORKS INC.
EXPE EXPEDIA GROUP INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
CRY CRYOLIFE INC.
CPRT COPART INC.
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
ATRC ATRICURE INC.
STN. STANTEC INC
TLX TALANX AG
FLTR FLUTTER ENTERTAINMENT PLC
BRO BROWN & BROWN INC.
SLM SLM CORP
TREE LENDINGTREE INC.
USLM U.S. LIME & MINERALS
WCN WASTE CONNECTIONS INC.
GIB.A CGI INC. CLASS A
CHWY CHEWY INC. CLASS A
QS QUANTUMSCAPE
SOFI SOFI TECHNOLOGIES INC
BWMN BOWMAN CONSULTING GROUP LTD
TPG TPG INC
SMR NUSCALE POWER CORP
ALAB ASTERA LABS INC
CAI CARIS LIFE SCIENCES INC
PTRN PATTERN GROUP INC.
LCID LUCID GROUP INC.
GDYN GRID DYNAMICS HOLDINGS INC.
APPE1 ASAN PARDAKHT PERSIAN ORD
Willis launches Reputational Risk Quantification Model for celebrity e...
Willis launches Reputational Risk Quantification Model for celebrity endorsement risk LONDON, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Willis, a WTW business, (NASDAQ: WTW), today announced the launch of its for celebrity endorsement. Powered by rich datasets from Polecat, the model quantifies the reputational risk associated with celebrity endorsers and brand ambassadors. Celebrity endorser misconduct: a cross-sector reputational risk According to the Global Reputational Risk Readiness Survey 2024/25 99% of companies ranked reputation among their top 10 risks, with a significant proportion ra...
A10 Networks Inc: 1 director
A director at A10 Networks Inc sold/sold after exercising options 100,000 shares at 20.555USD and the significance rating of the trade was 65/100. 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...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.