reports
- Jonathan Moreland
GLP GLOBAL PARTNERS LP
CRM SALESFORCE.COM INC.
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
IGR CBRE CLARION GLOBAL REAL ESTAT
GRX THE GABELLI HEALTHCARE & WELLNESSRX TRUST
AZYO AZIYO BIOLOGICS
DLHC DALEIGH HOLDINGS CORP
IMNM IMMUNOME
PROP PRAIRIE OPERATING CO.
MXF THE MEXICO FUND
GF INC.
HYMC THE NEW GERMANY FUND
INC.
HYCROFT MINING HOLDING CORPORATION
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 Zoetis Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 15 December 2025 in which we reassessed the appropriateness of the ratings in the context of th...
Salesforce Inc: 1 director
A director at Salesforce Inc bought 1,936 shares at 258.638USD and the significance rating of the trade was 70/100. 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 clearl...
- 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 ...
- 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...
- Seth Basham
- Jonathan Moreland
ZEUS OLYMPIC STEEL INC.
XOMA XOMA
NWBI NORTHWEST BANCSHARES INC.
NRIM NORTHRIM BANCORP INC.
MERC MERCER INTERNATIONAL INC.
MCY MERCURY GENERAL CORPORATION
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
CRM SALESFORCE.COM INC.
CE CELANESE CORPORATION
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
APLE APPLE HOSPITALITY REIT INC
AMH AMERICAN HOMES 4 RENT CLASS A
MGM MGM RESORTS INTERNATIONAL
OXM OXFORD INDUSTRIES INC.
RSG REPUBLIC SERVICES INC.
MHH MASTECH DIGITAL
WMG WARNER MUSIC GROUP CORP.
NHF NEXPOINT CREDIT STRATEGIES FUN
PMTS CPI CARD GROUP
NWPP NEW PEOPLES BANKSHARES INC.
MIDD THE MIDDLEBY CORPORATION
AVTR AVANTOR
SELF INC.
ALTG SELF STORAGE GROUP
IMVT INC.
ORIC ALTA EQUIPMENT GROUP INC.
NOG IMMUNOVANT INC
MRVI ORIC PHARMACEUTICALS
DMAC NORTHERN OIL AND GAS
AMR MARAVAI LIFESCIENCES HOLDINGS
NRDY DIAMEDICA THERAPEUTICS INC.
ABSI ALPHA METALLURGICAL RESOURCES INC
IMMX NERDY INC.
LUCY ABSCI CORP
LIN IMMIX BIOPHARMA INC
MNR INNOVATIVE EYEWEAR INC
XELB LINDE PUBLIC LIMITED COMPANY
FEAM MACH NATURAL RESOURCES LP
SEVN XCEL BRANDS INC.
5E ADVANCED MATERIALS INC.
SEVEN HILLS REALTY TRUST
- Jonathan Moreland
KVHI KVH INDUSTRIES INC.
GLP GLOBAL PARTNERS LP
MGM MGM RESORTS INTERNATIONAL
MIDD THE MIDDLEBY CORPORATION
HCAT HEALTH CATALYST
AVTR AVANTOR
ORIC INC.
MRVI ORIC PHARMACEUTICALS
LUNG MARAVAI LIFESCIENCES HOLDINGS
NRDY PULMONX
ABSI NERDY INC.
GAM ABSCI CORP
SPRU GENERAL DE ALQUILER DE MAQUINARIA
MXF SPRUCE POWER HOLDING CORP
VG THE MEXICO FUND
SINT INC.
SEVN VENTURE GLOBAL INC.
SINTX TECHNOLOGIES INC.
SEVEN HILLS REALTY TRUST
- Jonathan Moreland
NWBI NORTHWEST BANCSHARES INC.
MMLP MARTIN MIDSTREAM PARTNERS L.P.
DIN DINE BRANDS GLOBAL INC.
CRM SALESFORCE.COM INC.
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
TZOO TRAVELZOO
NHF NEXPOINT CREDIT STRATEGIES FUN
DMAC DIAMEDICA THERAPEUTICS INC.
ZIP ZIPRECRUITER
NRDY INC.
LIN NERDY INC.
MXF LINDE PUBLIC LIMITED COMPANY
MDRR THE MEXICO FUND
GF INC.
CBIO MEDALIST DIVERSIFIED REIT INC.
SINT THE NEW GERMANY FUND
GMRE INC.
SEVN CRESCENT BIOPHARMA INC.
SINTX TECHNOLOGIES INC.
GLOBAL MEDICAL REIT INC.
SEVEN HILLS REALTY TRUST
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
CRM SALESFORCE.COM INC.
BBY BEST BUY CO. INC.
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
ROKU ROKU INC. CLASS A
HEAR TURTLE BEACH CORP.
CRSR CORSAIR GAMING
ORIC ORIC PHARMACEUTICALS
AI C3.AI
SNOW SNOWFLAKE INC. CLASS A
LAC. LITHIUM AMERICAS CORP NEW
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Good Results with 4Q Revenue Above Street; Need to Continue on Path Fo...
A Closer Look at FY3Q26 (October) ResultsRevenueTotal revenue of $10.26 billion (up 9% y/y and 8% y/y in CC) was in line with both the company’s guidance range for revenue between $10.24 billion and $10.29 billion and the Street’s $10.27 billion estimate driven by Agentforce, Data 360, and Agentfor
- Antoine Chkaiban
- Pierre FerraguÊ
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