reports
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
EBAY EBAY INC.
AXTI AXT INC.
ARDX ARDELYX INC
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
NICE NICE LTD
PRAX PRAXIS PRECISION MEDICINES
TVTX TRAVERE THERAPEUTICS INC
PLTK PLAYTIKA HOLDING
BUR BURFORD CAPITAL
RBLX ROBLOX
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SYRE SPYRE THERAPEUTICS INC.
BCAX BICARA THERAPEUTICS INC.
TLX TELIX PHARMACEUTICALS LIMITED
- Jonathan Moreland
PYPL PAYPAL HOLDINGS INC
HTGC HERCULES CAPITAL INC.
USAC USA COMPRESSION PARTNERS LP
TSI TCW STRATEGIC INCOME FUND INC.
AXR AMREP
BIGC BIGCOMMERCE HOLDINGS
SLQT SELECTQUOTE
RBLX INC.
QDEL ROBLOX
GF QUIDEL CORP
ASST THE NEW GERMANY FUND
NDAQ INC.
ASSET ENTITIES INC.
THE NASDAQ OMX GROUP
INC.
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
The Miracle On I-280, Neutral, Raising PT to $100
Figure 1. 4Q25 ResultsSource: Company reports, Wedbush estimates, VisibleAlpha consensuseBay reported strong 4Q results. GMV increased +9.9% Y/Y in the quarter to $21.2B, ahead of the Street's +7.1% Y/Y estimate, and revenue of $3.0B (+15.0% Y/Y) was ~3% ahead of expectations. The company reported
TransUnion 2026 Originations Forecast Shows Continued Positive Momentu...
TransUnion 2026 Originations Forecast Shows Continued Positive Momentum Amidst Moderate Expansion Findings released in conjunction with TransUnion’s Q4 2025 Credit Industry Insights Report CHICAGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) released its 2026 credit originations forecast, highlighting continued momentum in originations for mortgages as well as for unsecured personal loans. These growth trends come as forecasted demand for other credit products shows mixed performance. TransUnion released the originations forecast alongside its Q4 2025 Credit Industry Insig...
- Michael Piccolo
Daily Recap: MSGS, EBAY/ETSY, WEN, MKTW, WBD/NFLX, SSTK/GETY, HST, HIM...
eBay Inc. (EBAY - $82.18) and Etsy, Inc. (ETSY - $44.05)Announces $1.2 Billion All-Cash Acquisition of Depop; Expected Close 2Q'2026. EBAY and ETSY jointly announced they have entered into a definitive agreement under which EBAY will acquire Depop, a leading C2C fashion marketplace with deep re-com
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
STAA STAAR SURGICAL CO.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CNK CINEMARK HOLDINGS INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
STX DOORDASH
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Jonathan Moreland
PCTY PAYLOCITY HOLDING CORP.
LXRX LEXICON PHARMACEUTICALS INC.
FAF FIRST AMERICAN FINANCIAL CORPORATION
MEDP MEDPACE HOLDINGS INC.
PRU PRUDENTIAL PLC
SAH SONIC AUTOMOTIVE INC. CLASS A
MSFT MICROSOFT CORPORATION
SSTI SHOTSPOTTER
KKR KKR & CO. INC.
DKNG DRAFTKINGS INC
VERX VERTEX
DLHC INC.
FLYW DALEIGH HOLDINGS CORP
WRB FLYWIRE CORP
IE W.R. BERKLEY CORPORATION
NPWR IVANHOE ELECTRIC INC
GDV NET POWER INC
THE GABELLI DIVIDEND & INCOME TRUST
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
HCA Healthcare Inc: 2 directors
Two Directors at HCA Healthcare Inc sold/sold after exercising options 12,020 shares at between 505.000USD and 514.582USD. 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 al...
TransUnion Announces Strong Fourth Quarter and Full-Year 2025 Results
TransUnion Announces Strong Fourth Quarter and Full-Year 2025 Results Exceeded revenue, Adjusted EBITDA and Adjusted Diluted Earnings Per Share guidanceDelivered 13 percent revenue growth, or 12 percent organic constant currencyDrove 19 percent U.S. Financial Services and 16 percent Emerging Verticals revenue growthRepurchased approximately $150 million of shares in fourth quarter for a total of $300 million in 2025Raised quarterly dividend to $0.125 per share, an increase from $0.115, effective fourth quarter of 2025Introducing 2026 financial guidance, we expect to deliver 8 to 9 percent r...
Insurance Shopping Bucked Traditional Year-End Slump, Remaining Elevat...
Insurance Shopping Bucked Traditional Year-End Slump, Remaining Elevated in Q4 2025 TransUnion’s latest quarterly report finds regular insurance shopping the new normal CHICAGO, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Insurance shopping is now a routine activity for consumers rather than a rare event prompted by a car or home purchase. TransUnion (NYSE: TRU) analysts drew this conclusion after tracking three years of steadily increasing insurance shopping rates in the quarterly . Most recently, 2025 fourth quarter data showed that elevated shopping levels continued throughout a season in whi...
- Jonathan Moreland
Transdigm Group Inc: 1 director
A director at Transdigm Group Inc bought 950 shares at 1,284.261USD and the significance rating of the trade was 74/100. 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 c...
High Purchase Intent Points to Increased Vehicle Sales and Growing Use...
High Purchase Intent Points to Increased Vehicle Sales and Growing Used‑Car Supply TransUnion research shows resilient demand amid affordability pressures; hybrid and EV interest continues to rise LAS VEGAS, Feb. 03, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) reports that consumer intent to purchase vehicles remains strong for 2026, with four in ten U.S. adults planning to buy a car, most within the next year. The company announced today at the 2026 AFSA Vehicle Finance Conference in Las Vegas. TransUnion surveyed 3,076 U.S. consumers age 18 and older. Among them, 1,190 respondent...
NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results
NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results EINDHOVEN, The Netherlands, Feb. 02, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the fourth quarter, which ended December 31, 2025. “NXP delivered quarterly revenue of $3.34 billion, surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets. Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and ...
TransUnion Announces Definitive Agreement to Acquire Mobile Division o...
TransUnion Announces Definitive Agreement to Acquire Mobile Division of RealNetworks to Enhance Voice and Messaging Solutions Acquisition strengthens TransUnion’s communications solutions portfolio and expands fraud prevention capabilities CHICAGO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE:TRU) has signed a definitive agreement to acquire the mobile division of RealNetworks, a strategic move designed to make mobile communications safer and more reliable for businesses and consumers. This acquisition is expected to augment TransUnion’s capabilities with advanced artificial intel...
- Pierre FerraguÊ
What returns to expect on Cloud AI?
After a string of multi-GW contracts and capex announcements, the attractiveness of cloud AI returns remains a hot question amongst investors. In this report, we build a simple framework to answer that question. We estimate Cloud AI returns from CSP disclosures and what we know about large real-world contracts, and benchmark them against what we know about the economics of traditional cloud.
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
Juniper Research Names TransUnion Gold Winner in Best Branded Call Sol...
Juniper Research Names TransUnion Gold Winner in Best Branded Call Solution in Telco Innovation Category Recognition in the 2026 Future Digital Awards reflects excellence in telco innovation CHICAGO, Jan. 28, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) has been named a 2026 Future Digital Awards Gold Winner for Best Branded Call Solution in the Telco Innovation Awards Category, presented by Juniper Research. The award celebrates the industry’s most forward-thinking companies in roaming, messaging, networks and/or fraud prevention. Juniper Research is a global tech strategist firm...
TransUnion and Zenbase Bring Rental Payment Information to Credit Repo...
TransUnion and Zenbase Bring Rental Payment Information to Credit Reports Approximately five million Canadian households rent their homes1; rental payments on credit reports could help millions showcase responsible payment behaviour, marking a major step forward in financial inclusion TORONTO and CALGARY, Alberta, Jan. 28, 2026 (GLOBE NEWSWIRE) -- TransUnion and Zenbase today announced a partnership to expand the availability of rental payment information within the credit reporting ecosystem, giving renters a new way to strengthen their TransUnion credit reports and broaden access to g...
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