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Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

2Q25 Postmortem: Sentiment Guide Following Results

Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Full Year Expectations Remain Healthy; Neutral, $20 PT

Figure 1. 2Q25 ResultsSource: Wedbush estimates, Company reportsTRIP delivered healthy 2Q results. Tripadvisor reported 2Q revenue of $529mm (6.5% Y/Y), in line with expectations. Growth was within the range of management's guide calling for growth of +5% to +8% Y/Y in the quarter. Brand Tripadviso

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Travel Getting Toppy; Neutral, $130 PT

Figure 1. 2Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusAirbnb reported strong 2Q results and provided an in-line outlook for 3Q. Nights and Experiences booked growth in 2Q of +7.4% Y/Y was ~80bps above Street estimates. Revenue and adj. EBITDA were ahead of estimates by

Moody's Ratings affirms Oracle's Baa2 rating; outlook revised to negat...

Moody's Ratings (Moody's) affirmed Oracle Corporation's (Oracle) Baa2 senior unsecured rating and P-2 commercial paper rating and revised the outlook to negative from stable. The change in outlook reflects the expectation of continuing elevated leverage and increasingly negative free cash flow as O...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: July 26, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Now Arriving: July '25 Online Travel Trends

Key Findings:US hotel RevPAR growth has averaged -0.4% Y/Y in 2Q, from +2% Y/Y in 1Q and +4% Y/Y in 4Q24. Growth fell ~1% Y/Y in June after flat Y/Y growth (~0%) in both May and April. Trends are slightly more positive on a 2-year stacked basis, with RevPAR growth averaging +1% Y/Y in 2Q, consisten

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: July 19, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: July 17, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: July 12, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: July 11, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Dave Nicoski ... (+2)
  • 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.

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