reports
Dan Salmon
- Dan Salmon
Netflix (NFLX, Neutral, $121 target) WBD bid anxiety building + updat...
We adjust our target to $121 (vs $1,210 prior) owing to the 10:1 stock split. There are no changes to fundamental estimates for members, revenue, margins, or investments. There are immaterial changes to net interest expense, net income, EPS and FCF owing to minor below-the-line changes
Wedbush Research
- Wedbush Research
UBI
UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
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
AXTI AXT INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
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
AXTI AXT INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
Anish Jog ... (+6)
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Dave Nicoski ... (+2)
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
LII
LENNOX INTERNATIONAL INC.
TGL. TECNOGLASS INC.
SM SM ENERGY COMPANY
MTDR MATADOR RESOURCES COMPANY
MDLZ MONDELEZ INTERNATIONAL INC. CLASS A
KAI KADANT INC.
JJSF J & J SNACK FOODS CORP.
HRL HORMEL FOODS CORPORATION
EEFT EURONET WORLDWIDE INC.
CVLT COMMVAULT SYSTEMS INC.
APOG APOGEE ENTERPRISES INC.
APD AIR PRODUCTS AND CHEMICALS INC.
ADP AUTOMATIC DATA PROCESSING INC.
WFT. WEST FRASER TIMBER CO. LTD.
NFLX NETFLIX INC.
HNI HNI CORPORATION
LPX LOUISIANA-PACIFIC CORPORATION
SXC SUNCOKE ENERGY INC.
TREX TREX COMPANY INC.
WSO WATSCO INC.
SPOT SPOTIFY TECHNOLOGY SA
MGY MAGNOLIA OIL & GAS CORP. CLASS A
CARR CARRIER GLOBAL CORP.
HPK HIGHPEAK ENERGY INC (A)
DFH DREAM FINDERS HOMES
FOUR SHIFT4 PAYMENTS
SRAD SPORTRADAR GROUP AG
2VZ LEONARDO DRS INC.
LIN LINDE PUBLIC LIMITED COMPANY
ETOR ETORO GROUP LTD
TGL. TECNOGLASS INC.
SM SM ENERGY COMPANY
MTDR MATADOR RESOURCES COMPANY
MDLZ MONDELEZ INTERNATIONAL INC. CLASS A
KAI KADANT INC.
JJSF J & J SNACK FOODS CORP.
HRL HORMEL FOODS CORPORATION
EEFT EURONET WORLDWIDE INC.
CVLT COMMVAULT SYSTEMS INC.
APOG APOGEE ENTERPRISES INC.
APD AIR PRODUCTS AND CHEMICALS INC.
ADP AUTOMATIC DATA PROCESSING INC.
WFT. WEST FRASER TIMBER CO. LTD.
NFLX NETFLIX INC.
HNI HNI CORPORATION
LPX LOUISIANA-PACIFIC CORPORATION
SXC SUNCOKE ENERGY INC.
TREX TREX COMPANY INC.
WSO WATSCO INC.
SPOT SPOTIFY TECHNOLOGY SA
MGY MAGNOLIA OIL & GAS CORP. CLASS A
CARR CARRIER GLOBAL CORP.
HPK HIGHPEAK ENERGY INC (A)
DFH DREAM FINDERS HOMES
FOUR SHIFT4 PAYMENTS
SRAD SPORTRADAR GROUP AG
2VZ LEONARDO DRS INC.
LIN LINDE PUBLIC LIMITED COMPANY
ETOR ETORO GROUP LTD
Wedbush Research
- Wedbush Research
WLDN
WILLDAN GROUP
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
CTMX CYTOMX THERAPEUTICS INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
NFLX NETFLIX INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
NTLA INTELLIA THERAPEUTICS INC.
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
RCKT ROCKET PHARMACEUTICALS
BKNG BOOKING HOLDINGS INC.
DNLI DENALI THERAPEUTICS INC
HEAR TURTLE BEACH CORP.
STRO SUTRO BIOPHARMA
STTK SHATTUCK LABS
ABNB AIRBNB INC. CLASS A
IMNM IMMUNOME
SANA SANA BIOTECHNOLOGY
PLTK PLAYTIKA HOLDING
TTD THE TRADE DESK
GLUE INC.
ATXS MONTE ROSA THERAPEUTICS INC
JANX ASTRIA THERAPEUTICS INC
YOU JANUX THERAPEUTICS INC
SOUN CLEAR SECURE INC
EWTX SOUNDHOUND AI INC
SYRE EDGEWISE THERAPEUTICS INC
NATL SPYRE THERAPEUTICS INC.
OS NCR ATLEOS CORPORATION
MAZE ONESTREAM INC
CBIO MAZE THERAPEUTICS INC
SNDK CRESCENT BIOPHARMA INC.
SANDISK CORP
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
CTMX CYTOMX THERAPEUTICS INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
NFLX NETFLIX INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
NTLA INTELLIA THERAPEUTICS INC.
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
RCKT ROCKET PHARMACEUTICALS
BKNG BOOKING HOLDINGS INC.
DNLI DENALI THERAPEUTICS INC
HEAR TURTLE BEACH CORP.
STRO SUTRO BIOPHARMA
STTK SHATTUCK LABS
ABNB AIRBNB INC. CLASS A
IMNM IMMUNOME
SANA SANA BIOTECHNOLOGY
PLTK PLAYTIKA HOLDING
TTD THE TRADE DESK
GLUE INC.
ATXS MONTE ROSA THERAPEUTICS INC
JANX ASTRIA THERAPEUTICS INC
YOU JANUX THERAPEUTICS INC
SOUN CLEAR SECURE INC
EWTX SOUNDHOUND AI INC
SYRE EDGEWISE THERAPEUTICS INC
NATL SPYRE THERAPEUTICS INC.
OS NCR ATLEOS CORPORATION
MAZE ONESTREAM INC
CBIO MAZE THERAPEUTICS INC
SNDK CRESCENT BIOPHARMA INC.
SANDISK CORP
Alicia Reese ... (+3)
- Alicia Reese
- Kade Barr
- Matthew McCartney
Wedbush Research
- Wedbush Research
XENE
XENON PHARMACEUTICALS INC
RNG RINGCENTRAL INC. CLASS A
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
ROKU ROKU INC. CLASS A
DDOG DATADOG INC CLASS A
FUBO FUBOTV
PLTR PALANTIR TECHNOLOGIES
NUVB NUVATION BIO INC (A)
TTD THE TRADE DESK
PAY INC.
SLDB PAYMENTUS HLDGS INC
SOLID BIOSCIENCES INC
RNG RINGCENTRAL INC. CLASS A
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
ROKU ROKU INC. CLASS A
DDOG DATADOG INC CLASS A
FUBO FUBOTV
PLTR PALANTIR TECHNOLOGIES
NUVB NUVATION BIO INC (A)
TTD THE TRADE DESK
PAY INC.
SLDB PAYMENTUS HLDGS INC
SOLID BIOSCIENCES INC
Alicia Reese ... (+3)
- Alicia Reese
- Kade Barr
- Matthew McCartney
Wedbush Research
- Wedbush Research
NCMI
NATIONAL CINEMEDIA INC.
MCS MARCUS CORPORATION
LGIH LGI HOMES INC.
IMAX IMAX CORPORATION
CNK CINEMARK HOLDINGS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
DHI D.R. HORTON INC.
7974 NINTENDO CO. LTD.
PTGX PROTAGONIST THERAPEUTICS
DBD DIEBOLD NIXDORF INCORPORATED
MCS MARCUS CORPORATION
LGIH LGI HOMES INC.
IMAX IMAX CORPORATION
CNK CINEMARK HOLDINGS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
DHI D.R. HORTON INC.
7974 NINTENDO CO. LTD.
PTGX PROTAGONIST THERAPEUTICS
DBD DIEBOLD NIXDORF INCORPORATED
Alicia Reese ... (+3)
- Alicia Reese
- Kade Barr
- Matthew McCartney
Dan Salmon
- Dan Salmon
Wedbush Research
- Wedbush Research
LOGN
LOGITECH INTERNATIONAL S.A.
TRIP TRIPADVISOR INC.
INTC INTEL CORPORATION
EXPE EXPEDIA GROUP INC.
NFLX NETFLIX INC.
TMHC TAYLOR MORRISON HOME CORPORATION
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
PASG PASSAGE BIO
ABNB AIRBNB INC. CLASS A
APP APPLOVIN CORP
YOU CLEAR SECURE INC
TRIP TRIPADVISOR INC.
INTC INTEL CORPORATION
EXPE EXPEDIA GROUP INC.
NFLX NETFLIX INC.
TMHC TAYLOR MORRISON HOME CORPORATION
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
PASG PASSAGE BIO
ABNB AIRBNB INC. CLASS A
APP APPLOVIN CORP
YOU CLEAR SECURE INC
Alicia Reese ... (+4)
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Scott Devitt
Dan Salmon
- Dan Salmon
Netflix (NFLX, Neutral, $1,210 target) Programmatic boosts ads, KPop a...
What’s New: In our first take on tonight’s results, we dig into: 1. 4Q25 guidance inline, but no sneak peak into 2026 2. Advertising boosted by programmatic demand 3. No changes in content spending outlook 4. KPop Demon Hunters is a catalyst for licensing acceleration 5. FCF outlook steady as Warner speculation grows
Wedbush Research
- Wedbush Research
SHOP
SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
NFLX NETFLIX INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
BEAM INC.
DASH BEAM THERAPEUTICS
ABNB DOORDASH
STX AIRBNB INC. CLASS A
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
CINT GLOBALFOUNDRIES INC
YOU CI&T INC
PRME CLEAR SECURE INC
CART PRIME MEDICINE INC
MAPLEBEAR INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
NFLX NETFLIX INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
BEAM INC.
DASH BEAM THERAPEUTICS
ABNB DOORDASH
STX AIRBNB INC. CLASS A
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
CINT GLOBALFOUNDRIES INC
YOU CI&T INC
PRME CLEAR SECURE INC
CART PRIME MEDICINE INC
MAPLEBEAR INC.
Alicia Reese ... (+4)
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Scott Devitt
Wedbush Research
- Wedbush Research
XNCR
XENCOR INC.
TSLA TESLA INC
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
NFLX NETFLIX INC.
WVE WAVE LIFE SCIENCES
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
ACET ADICET BIO INC
STTK SHATTUCK LABS
BEAM BEAM THERAPEUTICS
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
TTD THE TRADE DESK
PRME INC.
SYRE PRIME MEDICINE INC
JBIO SPYRE THERAPEUTICS INC.
JADE BIOSCIENCES INC
TSLA TESLA INC
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
NFLX NETFLIX INC.
WVE WAVE LIFE SCIENCES
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
ACET ADICET BIO INC
STTK SHATTUCK LABS
BEAM BEAM THERAPEUTICS
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
TTD THE TRADE DESK
PRME INC.
SYRE PRIME MEDICINE INC
JBIO SPYRE THERAPEUTICS INC.
JADE BIOSCIENCES INC
Alicia Reese ... (+3)
- Alicia Reese
- Kade Barr
- Matthew McCartney
Wedbush Research
- Wedbush Research
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