reports
- Pierre FerraguÊ
Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...
Today, we are publishing the Enterprise IT section of our 29th 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. Legacy IT spending is stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Hewlett Packard Enterprise Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 16 December 2025 in which we reassessed the appropriateness of the ratin...
- Pierre FerraguÊ
Bible 3Q25 – PCs: 2026 guided flat, weak refresh ahead
Today, we are publishing the PCs section of our 29th 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. PC revenue growth sustained, driven by RoW, while N.A. softened following 1H25 tariff-related pull-ins. Despite the ongoing Windows 10 and AI PC refresh cycle, OEMs guided 2026 PC units flat-to-down, with limi...
Hewlett Packard Enterprise Co: 3 directors
Three Directors at Hewlett Packard Enterprise Co sold after exercising options/sold 175,933 shares at between 24.608USD and 24.685USD. The significance rating of the trade was 85/100. 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 ...
Moody's Ratings says Oracle's enormous growth in RPO, leases and capex...
Moody's Ratings (Moody's) commented that Oracle Corporation's (Oracle) increase in contract backlog is impressive, though the counterparty risk and spending and commitments required to support that growth remain significant credit concerns and primary drivers of the negative outlook. The Baa2 senior...
- Gary Brode
- Antoine Chkaiban
- Pierre FerraguÊ
TransUnion 2026 Outlook: Moderate Credit Card Balance Growth and Stabl...
TransUnion 2026 Outlook: Moderate Credit Card Balance Growth and Stable Delinquency Rates Signal Consumer Perseverance TransUnion also projects delinquency expectations for other major credit products during the next year CHICAGO, Dec. 10, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) today released its , projecting credit card balances to grow 2.3% year over year (YoY)—the smallest annual increase since 2013, excluding 2020 when pandemic relief programs caused a decline. This moderation reflects consumers navigating persistent economic uncertainty as lenders maintain disciplined unde...
Transdigm Group Inc: 1 director
A director at Transdigm Group Inc sold 90,953 shares at 1,335.720USD and the significance rating of the trade was 72/100. 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 ...
TransUnion Unveils Enhancements to Next-Generation Device Risk Solutio...
TransUnion Unveils Enhancements to Next-Generation Device Risk Solution to Combat Rising Fraud Losses Enhanced capabilities deliver superior device recognition, advanced anomaly detection and adaptive machine learning, helping businesses stay ahead of evolving fraud threats CHICAGO, Dec. 09, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) has introduced a major advancement to its solution, delivering next-level capabilities that redefine how businesses combat fraud. This breakthrough empowers organizations to identify risky devices with unprecedented precision, uncover hidden anomalies...
Student Loan Delinquencies Among Renters Double in Early 2025
Student Loan Delinquencies Among Renters Double in Early 2025 Property managers encouraged to update screening processes, TransUnion reports CHICAGO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- The end of the federal student loan forgiveness program has left millions of borrowers facing monthly payments for the first time in years. This financial strain is reshaping the rental market and creating new challenges for property managers who rely on credit-based scoring to assess risk. A recent TransUnion (NYSE: TRU) analysis reveals that the number of rental applicants 90+ days delinquent on student...
Expedia Group Inc: 1 director
A director at Expedia Group Inc sold 1,000 shares at 258.000USD and the significance rating of the trade was 53/100. 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 clear...
Canadians Take on More Credit Amid Lower Interest Rates as Mortgage Ch...
Canadians Take on More Credit Amid Lower Interest Rates as Mortgage Churn Rises and Economic Disparities Deepen Key findings from TransUnion report: Total consumer debt rose to $2.6 trillion, driven by increased mortgage balances amid falling interest rates; mortgage originations jumped 18% YoY as Canadians opted for shorter-term fixed mortgages.Delinquency trends reveal widening financial disparity across regions; early-stage delinquencies declined, but late-stage delinquencies rose, with Ontario, Alberta and Quebec showing the sharpest increases.Credit card market shows signs of slowdown...
- Wedbush Research
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
OVID OVID THERAPEUTICS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
VRDN VIRIDIAN THERAPEUTICS INC
VOR VOR BIOPHARMA
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION
ATXS ASTRIA THERAPEUTICS INC
YOU CLEAR SECURE INC
SLDB SOLID BIOSCIENCES INC
JBIO JADE BIOSCIENCES INC
IMA IMAGENEBIO INC.
KLAR KLARNA GROUP PLC
BBOT BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Now Arriving: November '25 Online Travel Trends
Key Findings:US hotel RevPAR growth has been flat QTD through November, improving from -1% Y/Y in 3Q, but stable with 2Q. Specifically, RevPAR grew +1% Y/Y MTD in November, accelerating from -1% Y/Y in October.International RevPAR growth has improved to the high-single-digit range QTD, from low- to
Higher Credit Card Usage Expected Among U.S. Shoppers this Holiday Sho...
Higher Credit Card Usage Expected Among U.S. Shoppers this Holiday Shopping Season TransUnion Consumer Pulse study explores latest household income trends Free Credit Essentials offering can benefit consumers looking to monitor credit and receive credit offers during the holidays CHICAGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- Holiday shoppers report that they are expecting to rely more heavily on credit cards this season, with 42% naming it their preferred payment method—up from 38% last year. According to TransUnion’s (NYSE: TRU) , Americans remain most interested in shopping during the Tha...
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.