reports
- Wedbush Research
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BBY BEST BUY CO. INC.
AXTI AXT INC.
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
GOSS GOSSAMER BIO
SMCI SUPER MICRO COMPUTER
ORIC INC.
STX ORIC PHARMACEUTICALS
TTD SEAGATE TECHNOLOGY HLDGS PLC
PAY THE TRADE DESK
GFS INC.
JANX PAYMENTUS HLDGS INC
MLTX GLOBALFOUNDRIES INC
GETY JANUX THERAPEUTICS INC
ABVX MOONLAKE IMMUNOTHERAPEUTICS
SYRE GETTY IMAGES HOLDINGS INC
NATL ABIVAX
SPYRE THERAPEUTICS INC.
NCR ATLEOS CORPORATION
- Michael Piccolo
Daily Recap: SSTK/GETY, ACLX/GILD, VRE, UHG, EHAB, JMAT/HON, FBIN, MRK...
Arcellx, Inc. (ACLX - $64.11) and Gilead Sciences, Inc. (GILD - $151.40)Announces $7.8 Billion All-Cash Acquisition; Offer Value $115/share + $5 CVR; Expected Close 2Q'2026.GILD announced it has entered into a definitive agreement to acquire ACLX for $115 per share in cash at closing plus one CVR o
- Carole Braudeau
- Carole Braudeau
- Pelham Smithers
PSA Media & Entertainment: Square Enix (9684 JT) FY25 Outlook and Beyo...
Square Enix’s FY25 results are being held up by aggressive cost cutting, rather than revenue growth. Q3 profit fell sharply on weak sales, but expenses dropped enough to keep full year OP guidance rising. DQ7 Reimagined launched better overseas than in Japan, but overall remake fatigue persists. Upcoming releases are light, with no mainline FF or DQ expected until FY27. Pelham Smithers discusses the issues the firm faces and provides his earnings model through to FY27.
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
AJX GREAT AJAX
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
CRSR INC.
PRAX CORSAIR GAMING
TVTX PRAXIS PRECISION MEDICINES
STX TRAVERE THERAPEUTICS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GMTX GLOBALFOUNDRIES INC
EWTX GEMINI THERAPEUTICS INC
DDI EDGEWISE THERAPEUTICS INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
BCAX EMBRACER GROUP AB
TLX BICARA THERAPEUTICS INC.
VOYG TELIX PHARMACEUTICALS LIMITED
BTGO VOYAGER TECHNOLOGIES INC
BITGO HOLDINGS INC.
- Carole Braudeau
- Carole Braudeau
- Hela Zarrouk
- Oliver Metzger
ETL EUTELSAT COMMUNICATIONS SA
TFI TELEVISION FRANCAISE 1 SA
BLC BASTIDE LE CONFORT MEDICAL SA
RBT ROBERTET SA
LSS LECTRA SA
EOAN E.ON SE
RWE RWE AG
FIE FIELMANN AG
HEIJM HEIJMANS N.V. CERT
TIETO
DLG TIETOEVRY OYJ
AED DE'LONGHI S.P.A.
WAF AEDIFICA SA
XIL SILTRONIC AG
JEN XILAM ANIMATION SA
NLBR JENOPTIK AG
DSC1 NOVA LJUBLJANSKA BANKA DD LJUBLJANA
UN0 DUTCH STAR C SHAR
UNIPER SE
- Hela Zarrouk
- Oliver Metzger
ETL EUTELSAT COMMUNICATIONS SA
TFI TELEVISION FRANCAISE 1 SA
BLC BASTIDE LE CONFORT MEDICAL SA
RBT ROBERTET SA
LSS LECTRA SA
EOAN E.ON SE
RWE RWE AG
FIE FIELMANN AG
HEIJM HEIJMANS N.V. CERT
TIETO
DLG TIETOEVRY OYJ
AED DE'LONGHI S.P.A.
WAF AEDIFICA SA
XIL SILTRONIC AG
JEN XILAM ANIMATION SA
DSC1 JENOPTIK AG
UN0 DUTCH STAR C SHAR
UNIPER SE
- Michael Piccolo
Daily Recap: TRIP, WBD/NFLX, TPH/1911, 6201, EA, KCO/WS, UBI, AAV, OS,...
Warner Bros. Discovery, Inc. (WBD - $28.11) and Netfilx Inc. (NFLX - $75.86)News Reports Paramount Enlists Top Shareholder in Push to De-Rail Pending Merger.Paramount (PSKY) is in discussions to nominate Matt Halbower, CEO of Pentwater Capital Management, to WBD's board as part of a proxy fight aim
- Emmanuel Matot
- Emmanuel Matot
- Wedbush Research
WLDN WILLDAN GROUP
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.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
PINS PINTEREST INC. CLASS A
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
DDOG DATADOG INC CLASS A
SMCI SUPER MICRO COMPUTER
RZLT INC.
ABNB REZOLUTE
FNMA AIRBNB INC. CLASS A
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
RIVN SEAGATE TECHNOLOGY HLDGS PLC
GFS RIVIAN AUTOMOTIVE INC
TYRA GLOBALFOUNDRIES INC
CART TYRA BIOSCIENCES INC
DBD MAPLEBEAR INC.
DIEBOLD NIXDORF INCORPORATED
- Alicia Reese
- Kade Barr
- Matthew McCartney
Ubisoft reports third-quarter 2025-26 sales
Ubisoft reports third-quarter 2025-26 sales UBISOFT REPORTS THIRD-QUARTER 2025-26 SALES Q3 Net Bookings up double-digit YoY and above expectations Group transformation well underway Net bookings for the first nine months of fiscal 2025-26 at €1.1bn, up 18% year-on-year, driven by Assassin’s Creed (nearly x2 YoY), The Division (x2 YoY), Anno (x4 YoY) and Avatar (+20% YoY). In €m9 months2025-26 Reported change vs.2024-25 % of total net bookings 9 months 2025-269 months 2024-25IFRS 15 sales976.2-1.4%--Net bookings1,110.1+17.6%--Digital net bookings941.7+20.1%84.8%83.0%PRI net bookings623....
Ubisoft annonce son chiffre d’affaires du troisième trimestre 2025-26
Ubisoft annonce son chiffre d’affaires du troisième trimestre 2025-26 UBISOFT ANNONCE SON CHIFFRE D’AFFAIRES DU TROISIÈME TRIMESTRE 2025-26 Net bookings du T3 en croissance à deux chiffres sur un an et supérieur aux attentes Transformation du Groupe bien engagée Net bookings pour les neuf premiers mois de l’exercice 2025-26 de 1,1 Md€, en hausse de 18% sur un an, porté par Assassin’s Creed (presque x2), The Division (x2), Anno (x4) et Avatar (+20 %). En M€9 mois2025-26 Variation publiée vs.2024-25 En % du net bookings total 9 mois 2025-269 mois 2024-25IFRS 15 sales976,2-1,4 %--Net booki...
Information sur les droits de vote et les actions au 31 janvier 2026
Information sur les droits de vote et les actions au 31 janvier 2026 Le 5 février 2026 Information relative au nombre total de droits de vote et d’actions composant le capital social Article 223-16 du Règlement Général de l’Autorité des Marchés Financiers Place de cotation : Euronext Paris Compartiment : Compartiment ACode ISIN : FR0000054470Site web : Information mensuelle au 31 janvier 2026(Articles L. 233-8, II, du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers) DateNombre total d’actions composant le...
- Pelham Smithers
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