reports
- Pierre FerraguÊ
Bible 1Q25 – Autos: recovery on track. Expect strong momentum through ...
Today, we are publishing the automotive 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. Auto semi revenues declined, reflecting the ongoing inventory correction. However, nearly all companies have now called the bottom. We expect strong sequential momentum through 2025, which should suppor...
- Wedbush Research
TSLA TESLA INC
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
INOD INNODATA
CVNA CARVANA CO. CLASS A
ANAB ANAPTYSBIO INC.
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
BASE COUCHBASE INC
SOUN SOUNDHOUND AI INC
ALCC ALTC ACQUISITION CORP
NOW-US SERVICENOW
INC.
- Matthew Weiss
- Scott Devitt
Canadian Credit Market Reaches $2.5 Trillion in Outstanding Balances, ...
Canadian Credit Market Reaches $2.5 Trillion in Outstanding Balances, with Gen Z Canadians Accounting for 10% of Credit Growth Key findings from TransUnion report: New-to-credit Canadians led to greater credit participation, accounting for $2.6 billion in new credit balances in Q1 2025Subprime consumers are almost twice as likely to go delinquent within 12 months of opening new credit cards, compared to their pre-pandemic cohortsGrowing concerns around Canadian consumers experiencing economic strain TORONTO, May 28, 2025 (GLOBE NEWSWIRE) -- The first quarter of 2025 saw mixed outcomes i...
TransUnion Analysis Uncovers Surprising Truth: Inflation-Adjusted Debt...
TransUnion Analysis Uncovers Surprising Truth: Inflation-Adjusted Debt Growth Much Smaller Over the Last Five Years Despite Overall Debt Growth, Inflation-Adjusted Figures Reveal Declines in Real Balances Across Most Credit Risk Tiers CHICAGO, May 22, 2025 (GLOBE NEWSWIRE) -- As consumers grapple with rising costs and high interest rates, recent studies have revealed an increased reliance on credit products to help make ends meet. Despite the seemingly rapid growth in balances, a new analysis by TransUnion (NYSE: TRU) uncovers a more complex reality. According to TransUnion’s newly rel...
CheqUp and WeightWatchers Announce Strategic Partnership to Support Gr...
CheqUp and WeightWatchers Announce Strategic Partnership to Support Growing Use of GLP-1 Medications in the UK Partnership Provides CheqUp Members Access to WeightWatchers’ Proven GLP-1 Companion Programme to Aid in Achieving Superior and Sustainable Results CHIPPENHAM, England, May 22, 2025 (GLOBE NEWSWIRE) -- , one of the UK’s leading providers of GLP-1 based weight loss services, and , the global leader in science-backed weight management, have announced a partnership that will combine the offerings of both organizations to benefit patients seeking sustainable weight loss through GLP...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Expecting a Test of All-Time Highs The market remains relentlessly strong, shrugging off the latest "bearish" headline regarding Moody's U.S. debt downgrade on Friday. This is exactly what we would expect to happen in a bull market, particularly during this "lockout rally," and helps confirm our bullish outlook. To recap, we have been short-term bullish since our 4/22/25 Compass -- when the SPX was testing 5100-5120 support -- but we upgraded our intermediate-term outlook to bullish as well, as...
TransUnion to Present at Upcoming Investor Conferences in New York and...
TransUnion to Present at Upcoming Investor Conferences in New York and Chicago CHICAGO, May 21, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) today announced that the company will be presenting at the following investor conferences: On Wednesday, May 28, 2025, Chris Cartwright, President and CEO, will present at the Bernstein Strategic Decisions Conference. The presentation is scheduled to begin at 8:00 a.m. CT (9:00 a.m. ET). On Thursday, June 5, 2025, Chris Cartwright, President and CEO, and Todd Cello, Executive Vice President, Chief Financial Officer, will present at the W...
- Pierre FerraguÊ
- Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
NICE NICE LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
GOSS GOSSAMER BIO
DT DYNATRACE INC.
SMCI SUPER MICRO COMPUTER
TVTX INC.
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
NUVB AIRBNB INC. CLASS A
XMTR NUVATION BIO INC (A)
XOS XOMETRY
STX INC.
TTD XOS INC.
TMC SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
YOU INC.
RUM THE METALS COMPANY INC
SLDB GLOBALFOUNDRIES INC
CART CLEAR SECURE INC
LAC. RUMBLE INC
MXL-US SOLID BIOSCIENCES INC
MAPLEBEAR INC.
LITHIUM AMERICAS CORP NEW
MAXLINEAR
INC.
- Matthew Weiss
- Scott Devitt
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
HCA Healthcare Inc: 1 director
A director at HCA Healthcare Inc sold 15,698 shares at 369.325USD 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 cle...
Auto and Property Insurance Shopping in First Quarter 2025 Elevated Co...
Auto and Property Insurance Shopping in First Quarter 2025 Elevated Compared to One Year Ago TransUnion finds generational shifts in home composition indicate a need for more flexible insurance policies CHICAGO, May 13, 2025 (GLOBE NEWSWIRE) -- Auto insurance shopping in Q1 2025 increased 10% compared to the same period in 2024. Home insurance shopping was up 5% year over year, according to TransUnion (NYSE: TRU) research. While the trend of elevated shopping levels has been consistent for some time, a key difference emerged over the last quarter for auto insurance. Higher-risk consu...
- Garvit Bhandari
Global Payments (GPN) Financial Factsheet - Growth, Valuation and Peer...
The report gives a detailed financial and operational snapshot of Global Payments Inc. (GPN) as of Q1 2025, based on company filings and independent analysis. It also compares GPN with its most relevant peers in regards to valuation, revenue growth and margins.
TransUnion Declares First Quarter 2025 Dividend of $0.115 per Share
TransUnion Declares First Quarter 2025 Dividend of $0.115 per Share CHICAGO, May 08, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) today announced that its Board of Directors declared a cash dividend of $0.115 per share for the first quarter 2025. The dividend will be payable on June 6, 2025, to shareholders of record on May 22, 2025. About TransUnion (NYSE: TRU) TransUnion is a global information and insights company with over 13,000 associates operating in more than 30 countries. We make trust possible by ensuring each person is reliably represented in the marketplace. We do thi...
NXP Unveils Third-Generation Imaging Radar Processors for Level 2+ to ...
NXP Unveils Third-Generation Imaging Radar Processors for Level 2+ to 4 Autonomous Driving S32R47 family are NXP’s highest performing radar processors, addressing the demanding requirements of Level 2+ to 4 autonomous drivingHigher resolution sensing enables advanced use cases like detection of vulnerable road users (VRUs) and lost cargoMore compute capability allows OEMs to develop advanced applications like navigation on autopilot while meeting the demands of tomorrow’s software-defined vehicles (SDVs) at scale EINDHOVEN, The Netherlands, May 08, 2025 (GLOBE NEWSWIRE) -- NXP Semiconduc...
Households with Children Emerge as Power Users of the Gig Economy
Households with Children Emerge as Power Users of the Gig Economy TransUnion research highlights importance of loyalty programs and security measures for customer satisfaction CHICAGO, May 07, 2025 (GLOBE NEWSWIRE) -- While gig economy services are popular with American consumers overall, households with children have emerged as power users. This cohort reports using gig services on a weekly basis at an overall rate nearly 50% higher than households without children. More telling, 23% of households with children spend $500 or more per month on ridesharing, food delivery and other g...
WeightWatchers Takes Strategic Action to Eliminate $1.15 Billion of De...
WeightWatchers Takes Strategic Action to Eliminate $1.15 Billion of Debt, Strengthening Financial Position for Long-Term Growth and Profitability Operations continue with no impact to its more than three million members worldwide Positions the Company to execute its transformation strategy, focused on enhancing its digital and member experience and expanding its telehealth business which achieved 57% year-over-year revenue growth in Q1 2025 Enters comprehensive agreement with lenders and noteholders to significantly reduce its debt obligations and bolster financial flexibility ...
WW International, Inc. Schedules Investor Conference Call
WW International, Inc. Schedules Investor Conference Call NEW YORK, May 06, 2025 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“WeightWatchers” or the “Company”), the global leader in science-backed weight management, announced that it will host an investor conference call today May 6, 2025, at 6:00 p.m. ET. During the call, Tara Comonte, President and Chief Executive Officer, and Felicia DellaFortuna, Chief Financial Officer, will discuss an agreement with the Company’s lenders and noteholders that will significantly reduce debt obligations that is currently expected to result...
WW International, Inc. Announces First Quarter 2025 Results
WW International, Inc. Announces First Quarter 2025 Results Total End of Period Subscribers of 3.4 million, including 135 thousand End of Period Clinical SubscribersRevenues of $186.6 million, down 9.7% vs. prior year period, including Clinical Subscription Revenues of $29.5 million, up 57.1% vs. prior year periodSubscription Revenues Per Paid Weeks up 4.8% vs. prior year periodGross Margin of 71.2%, up 450 basis points vs. prior year period; Adjusted Gross Margin of 71.0%, up 311 basis points vs. prior year periodNet Loss of $72.6 million; Net Loss Margin of 38.9%, improved from Net Loss M...
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