reports
Moody's assigns Baa3 rating to AECOM's amended credit facilities
Moody's Ratings (Moody's) assigned a Baa3 rating to AECOM's amended and extended credit facilities, including a new $1.5 billion senior secured revolving credit facility, a $750 million senior secured term loan A, and a $700 million senior secured term loan B. The ratings on the existing credit faci...
- Brian Violino
- Jay McCanless
Moody's upgrades Adobe to A1; outlook stable
Moody's Ratings (Moody's) upgraded Adobe Inc.'s senior unsecured rating to A1 from A2 and affirmed the Prime-1 short term rating. The upgrade reflects Moody's expectation that Adobe will continue its strong growth, generate outstanding free cash flow, and maintain conservative financial policies in...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Downgrading Real Estate to Underweight Our bullish outlook we initiated on November 7, 2023 remains intact; this intermediate-to-long-term outlook is likely to stay in place as long as 4800 support holds on the S&P 500 (implying 7-10% downside) and market dynamics remain healthy. To be clear, we are not calling for a pullback to 4800; we view it as a worst-case scenario for the S&P 500, and we simply want to be prepared for anything. Shorter-term, we remain bullish on the S&P 500 and Nasdaq 100...
EME EMCOR GROUP
URI UNITED RENTALS INC.
WLK WESTLAKE CHEMICAL CORPORATION
WLDN WILLDAN GROUP
TPC TUTOR PERINI CORPORATION
STRL STERLING CONSTRUCTION COMPANY INC.
PWR QUANTA SERVICES INC.
MTZ MASTEC INC.
MTRX MATRIX SERVICE COMPANY
GVA GRANITE CONSTRUCTION INCORPORATED
DY DYCOM INDUSTRIES INC.
BWXT BWX TECHNOLOGIES INC.
HRI HERC HOLDINGS INC.
KBR KBR INC.
MYRG MYR GROUP INC.
AGX ARGAN INC.
VVV VALVOLINE INC.
HEES H&E EQUIPMENT SERVICES INC.
ARCAY ARCADIS N.V.
ROAD CONSTRUCTION PARTNERS
IESC IES HOLDINGS INC.
ALTG ALTA EQUIP GROUP INC
J JACOBS SOLUTIONS INC.
PRIM PRIME ENERGY P.E. LTD
Equity Commonwealth: 1 director
A director at Equity Commonwealth sold 2,409 shares at 18.710USD and the significance rating of the trade was 52/100. 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 clea...
- Wedbush Research
KMX CARMAX INC.
DEI DOUGLAS EMMETT INC
TPH TRI POINTE HOMES INC.
SRPT SAREPTA THERAPEUTICS INC.
SQ SQUARE INC. CLASS A
MNKD MANNKIND CORP.
GPC GENUINE PARTS COMPANY
GLPI GAMING AND LEISURE PROPERTIES INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
AZO AUTOZONE INC.
ABR ARBOR REALTY TRUST INC.
DOOR MASONITE INTERNATIONAL CORP.
ORLY O'REILLY AUTOMOTIVE INC.
UTHR UNITED THERAPEUTICS CORPORATION
CVNA CARVANA CO. CLASS A
LQDA LIQUIDIA CORPORATION
GOSS GOSSAMER BIO
KROS KEROS THERAPEUTICS
AVTE AEROVATE THERAPEUTICS INC
TOST TOAST INC
HR HEALTHCARE TRUST OF AMERICA INC.
EMBRAC B EMBRACER GROUP AB
- Brian Violino
- Jay McCanless
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Yesterday's hotter-than-expected CPI report continues to suggest a more restrictive Fed policy than the market has been expecting. This raises the possibility of further consolidation for small- and mid-caps. Meanwhile, large-cap indexes (S&P 500, Nasdaq 100) remain bullish, finding support at their respective 20-day MAs since November 2023; the only question is whether that will continue to be the case, as our main concern remains rising Treasury yields and the U.S. dollar (DXY), which have bro...
EME EMCOR GROUP
TPC TUTOR PERINI CORPORATION
STRL STERLING CONSTRUCTION COMPANY INC.
PWR QUANTA SERVICES INC.
PSX PHILLIPS 66
PBF PBF ENERGY INC. CLASS A
NVEE NV5 GLOBAL INC.
MUSA MURPHY USA INC.
MPC MARATHON PETROLEUM CORPORATION
GVA GRANITE CONSTRUCTION INCORPORATED
CVI CVR ENERGY INC.
BWXT BWX TECHNOLOGIES INC.
FLR FLUOR CORPORATION
MYRG MYR GROUP INC.
PRIM PRIMORIS SERVICES CORPORATION
VLO VALERO ENERGY CORPORATION
DK DELEK US HOLDINGS INC
ARCAY ARCADIS N.V.
ROAD CONSTRUCTION PARTNERS
PSN PARSONS
IESC IES HOLDINGS INC.
DINO HOLLYFRONTIER CORP
J JACOBS SOLUTIONS INC.
- Brian Violino
- Jay McCanless
Aecom : 1 director
A director at Aecom sold 2,255 shares at 85.540USD and the significance rating of the trade was 50/100. 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 clearly showing C...
- Brian Violino
- Jay McCanless
Moody's upgrades AECOM's CFR to Ba1; outlook stable
Moody's Investors Service (Moody's) upgraded AECOM's corporate family rating (CFR) to Ba1 from Ba2, its probability of default rating (PDR) to Ba1-PD from Ba2-PD, and the rating on the senior unsecured notes to Ba2 from Ba3. The ratings on the senior secured bank credit facilities – including the se...
- Brian Violino
- Jay McCanless
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
USB U.S. BANCORP
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
RF REGIONS FINANCIAL CORPORATION
PPBI PACIFIC PREMIER BANCORP INC.
PB PROSPERITY BANCSHARES INC.(R)
NYCB NEW YORK COMMUNITY BANCORP INC.
MNKD MANNKIND CORP.
KEY KEYCORP
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
COLB COLUMBIA BANKING SYSTEM INC.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
BKU BANKUNITED INC.
BANC BANC OF CALIFORNIA INCORPORATED
CFR CULLEN/FROST BANKERS INC.
DOOR MASONITE INTERNATIONAL CORP.
7974 NINTENDO CO. LTD.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
EA ELECTRONIC ARTS INC.
SLM SLM CORP
UTHR UNITED THERAPEUTICS CORPORATION
HOPE HOPE BANCORP INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
LQDA LIQUIDIA CORPORATION
AX AXOS FINANCIAL INC.
LC LENDINGCLUB CORP
U UNITY SOFTWARE
RBLX ROBLOX
SOFI SOFI TECHNOLOGIES INC
APP APPLOVIN CORP
EMBRAC B EMBRACER GROUP AB
- Brian Violino
- Jay McCanless
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