reports
Salesforce Inc: 2 directors
A director at Salesforce Inc sold after exercising options 2,250 shares at 246.656USD and the significance rating of the trade was 41/100. 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 th...
- Pierre FerraguÊ
Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, ...
Today, we are publishing the Enterprise IT section of our 28th 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 moderating after a strong 2H24, while public-cloud growth accelerated slightly on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the lo...
- Wedbush Research
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Solid Results Overshadowed by Light Guide; Need to Improve Execution; ...
A Closer Look at FY2Q26 (July) ResultsRevenueTotal revenue of $10.24 billion (up 10% y/y and 9% y/y in CC) was above both the company’s guidance range for revenue between $10.11 billion and $10.16 billion and the Street’s $10.14 billion estimate driven primarily by onetime licensing revenue and pro
- Dave Nicoski
- Ross LaDuke
GPN GLOBAL PAYMENTS INC.
VECO VEECO INSTRUMENTS INC.
RYN RAYONIER INC.
MTH MERITAGE HOMES CORPORATION
LEN LENNAR CORPORATION CLASS A
KWR QUAKER CHEMICAL CORPORATION
JCOM J2 GLOBAL INC.
CCS CENTURY COMMUNITIES INC.
BBY BEST BUY CO. INC.
AEO AMERICAN EAGLE OUTFITTERS INC.
KMR MIRAE
AMWD AMERICAN WOODMARK CORPORATION
CNA CNA FINANCIAL CORPORATION
FI FRANK'S INTERNATIONAL NV
HP HELMERICH & PAYNE INC.
MGM MGM RESORTS INTERNATIONAL
WFT.. WEATHERFORD INTERNATIONAL PLC
FND FLOOR & DECOR HOLDINGS INC. CLASS A
HOG HARLEY-DAVIDSON INC.
ARRY ARRAY TECHNOLOGIES
REYN REYNOLDS CONSUMER PRODUCTS
- 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.
PCTY PAYLOCITY HOLDING CORP.
LNTH LANTHEUS HOLDINGS INC
HUBS HUBSPOT INC.
HAE HAEMONETICS CORPORATION
CRM SALESFORCE.COM INC.
CRK COMSTOCK RESOURCES INC.
CPRX CATALYST PHARMACEUTICALS
AR ANTERO RESOURCES CORPORATION
HRB H&R BLOCK INC.
SNAP SNAP INC. CLASS A
CNX CNX RESOURCES CORPORATION
ACI-R-A ADRIATIC CROATIA INTERNATIONAL CLUB D.D.
HPK HIGHPEAK ENERGY INC (A)
ACVA ACV AUCTIONS INC
CHK CHESAPEAKE ENERGY CORP
BRZE BRAZE INC
SG SWEETGREEN INC
MNDY MONDAY COM LTD
IOT SAMSARA INC
KLC KINDERCARE LEARNING COS INC
TEAM ATLASSIAN CORPORATION
SLDE SLIDE INS HLDG INC
- Wedbush Research
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RNG RINGCENTRAL INC. CLASS A
RARE ULTRAGENYX PHARMACEUTICAL INC.
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
SKY SKYLINE CHAMPION CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EGHT 8X8 INC.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
GOSS GOSSAMER BIO
SMCI SUPER MICRO COMPUTER
DAWN INC.
STX DAY ONE BIOPHARMACEUTICALS INC
ALIT SEAGATE TECHNOLOGY HLDGS PLC
RIVN FOLEY TRASIMENE ACQUISITION CORP
GFS RIVIAN AUTOMOTIVE INC
SYRE GLOBALFOUNDRIES INC
SPYRE THERAPEUTICS INC.
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
1Q26 Earnings; Some Positives Heading Into Next Phase of Growth
A Closer Look at FY1Q26 (June) ResultsRevenueTotal Revenue of $181.4 million (up 2% y/y) came in above the midpoint of the company’s guidance range of $175.0 million to $182.0 million and above the Street’s $178.0 million estimate as the company saw strong demand for its CPaaS solutions, platform a
- Wedbush Research
TSLA TESLA INC
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
CVNA CARVANA CO. CLASS A
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ESTC ELASTIC N.V.
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Expecting Strong 2Q Tech Earnings Season; Cloud and AI Spending The Ke...
AI Revolution All Starts With the Godfather of AI Jensen and NvidiaMajor conglomerates across the US and China are looking to become the first major player to control the next big chip in this tech ecosystem, but this battle is now all in the hands of Nvidia and Jensen with NVDA’s chips becoming th
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ESTC ELASTIC N.V.
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
TWI TITAN INTERNATIONAL INC.
TTMI TTM TECHNOLOGIES INC.
TPH TRI POINTE HOMES INC.
TDOC TELADOC HEALTH INC.
NTRS NORTHERN TRUST CORPORATION
LINC LINCOLN EDUCATIONAL SERVICES
PLNT PLANET FITNESS INC. CLASS A
GOGO GOGO INC.
FHN FIRST HORIZON CORPORATION
EXEL EXELIXIS INC.
EVH EVOLENT HEALTH INC CLASS A
DY DYCOM INDUSTRIES INC.
CRM SALESFORCE.COM INC.
BZH BEAZER HOMES USA INC.
APEI AMERICAN PUBLIC EDUCATION
CIVB CIVISTA BANCSHARES
ALV ALLIANZ SE
CW CURTISS-WRIGHT CORPORATION
PARR PAR PACIFIC HOLDINGS INC
TAYD TAYLOR DEVICES INC.
VVV VALVOLINE INC.
IRTC IRHYTHM TECHNOLOGIES INC.
LAUR LAUREATE EDUCATION INC. CLASS A
MCB METROPOLITAN BANK HOLDING
BKNG BOOKING HOLDINGS INC.
HOV HOVNANIAN ENTERPRISES INC. CLASS A
HWM HOWMET AEROSPACE INC.
TSO TESORO RESOURCES
FWONA LIBERTY FORMULA ONE
- Pierre FerraguÊ
Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...
Today, we are publishing the Enterprise IT section of our 27th 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 moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...
- Wedbush Research
TSLA TESLA INC
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
INOD INNODATA
CVNA CARVANA CO. CLASS A
ANAB ANAPTYSBIO INC.
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
BASE COUCHBASE INC
SOUN SOUNDHOUND AI INC
ALCC ALTC ACQUISITION CORP
NOW-US SERVICENOW
INC.
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
ADBE ADOBE INC.
INOD INNODATA
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
ESTC ELASTIC N.V.
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
SOUN SOUNDHOUND AI INC
ALCC ALTC ACQUISITION CORP
NOW-US SERVICENOW
INC.
- Wedbush Research
TSLA TESLA 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
CRM SALESFORCE.COM INC.
AXTI AXT INC.
CDR CD PROJEKT S.A.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
NTLA INTELLIA THERAPEUTICS INC.
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
ORIC INC.
AI ORIC PHARMACEUTICALS
STX C3.AI
GFS SEAGATE TECHNOLOGY HLDGS PLC
S GLOBALFOUNDRIES INC
JANX SENTINELONE INC
PEPG JANUX THERAPEUTICS INC
DBD PEPGEN INC
DIEBOLD NIXDORF INCORPORATED
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
EA ELECTRONIC ARTS INC.
EGHT 8X8 INC.
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
U UNITY SOFTWARE
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
APP APPLOVIN CORP
EWTX EDGEWISE THERAPEUTICS INC
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