reports
- Jonathan Moreland
WHR WHIRLPOOL CORPORATION
ANTM ANTHEM INC.
ZBRA ZEBRA TECHNOLOGIES CORPORATION CLASS A
XRAY DENTSPLY SIRONA INC.
TPC TUTOR PERINI CORPORATION
RUN SUNRUN INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
GPK GRAPHIC PACKAGING HOLDING COMPANY
FMNB FARMERS NATIONAL BANC CORP.
FFIN FIRST FINANCIAL BANKSHARES INC
DIN DINE BRANDS GLOBAL INC.
ACIW ACI WORLDWIDE INC.
WD WALKER & DUNLOP INC.
AUP AURINIA PHARMACEUTICALS INC.
SABR SABRE CORP.
TREX TREX COMPANY INC.
TTEC TELETECH HOLDINGS
SSP INC.
KKR THE E.W. SCRIPPS COMPANY
ENR KKR & CO. INC.
SMCI EDGEWELL PERSONAL CARE COMPANY
AHCO SUPER MICRO COMPUTER
DCTH INC.
TSLX ADAPTHEALTH
THRY DELCATH SYSTEMS
EOSE SIXTH STREET SPECIALTY LENDING
SLRC INC.
AGL THRYV HOLDINGS
PFX EOS ENERGY ENTERPRISES INC (A)
FA SOLAR CAPITAL LTD.
CMTG AGILON HEALTH
AIRS INC.
MYN PHENIXFIN CORP
TTD FIRST ADVANTAGE CORP NEW
FBRT CLAROS MORTGAGE TRUST
HR INC.
BLCO AIRSCULPT TECHNOLOGIES INC
EFSI BLACKROCK MUNIYELD N Y INSD FD INC
NRGV THE TRADE DESK
NMTC FRANKLIN BSP REALTY TRUST INC
CGON HEALTHCARE TRUST OF AMERICA INC.
NCDL BAUSCH + LOMB CORP
MSDL EAGLE FINANCIAL SERVICES INC
LAW ENERGY VAULT HOLDINGS INC
PMN NEUROONE MEDICAL TECHNOLOGIES CORP
CG ONCOLOGY INC
NUVEEN CHURCHILL DIRECT LENDING CORP
MORGAN STANLEY DIRECT LENDING
CS DISCO INC
PROMIS NEUROSCIENCES INC.
Acushnet Holdings Corp: 2 directors
A director at Acushnet Holdings Corp sold 4,206 shares at 100.000USD and the significance rating of the trade was 55/100. 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 ...
Fortinet to Webcast Investor Briefing Session
Fortinet to Webcast Investor Briefing Session SUNNYVALE, Calif., March 06, 2026 (GLOBE NEWSWIRE) -- ® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced it will host an investor briefing session for financial analysts and investors on Tuesday, March 10, 2026 at 3:00pm PT during its Accelerate 2026 customer and partner conference. The event will be broadcast live in listen-only mode on the company’s investor relations website at . Additional Resources Read more about the .Visit to learn more about Fortinet innovation, co...
Lattice Semiconductor Corp: 1 director
A director at Lattice Semiconductor Corp sold/sold after exercising options 38,000 shares at 91.956USD and the significance rating of the trade was 73/100. 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 ...
Clarus Reports Fourth Quarter and Full Year 2025 Results
Clarus Reports Fourth Quarter and Full Year 2025 Results Fourth Quarter Sales of $65.4 million, Adjusted EBITDA of $1.2 million, and Free Cash Flow of $11.6 million Continued Focus on Simplification Strategy to Position Company for Profitable Growth Apparel Sales in the Outdoor segment up 10% in the Fourth Quarter SALT LAKE CITY, March 05, 2026 (GLOBE NEWSWIRE) -- Clarus Corporation (NASDAQ: CLAR) (“Clarus” and/or the “Company”), a global company focused on the outdoor enthusiast markets, reported financial results for the fourth quarter and full year ended December 31, 2025. Fourth Q...
- Pierre FerraguÊ
Bible 4Q25 - Semicap: growth outlook strengthens, but less than the do...
Today, we are publishing the Semicap Equipment section of our 30th 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. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, and Foundry. 4Q25 semicap revenues increased 9% QoQ led by DRAM, while China...
Repligen Corporation to Present at Upcoming March Conferences
Repligen Corporation to Present at Upcoming March Conferences WALTHAM, Mass., March 05, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology leadership, today announced that it will be participating in three upcoming investor conferences. The Leerink Global Healthcare Conference, being held March 8 – 11 in Miami. Jason Garland, Chief Financial Officer, will participate in an analyst led discussion at 11:20 a.m. ET on Tuesday, March 10, 2026.The Barclays 28th Annual Global Healthcare Conference, being held March 10 – 12 i...
Clarus Announces $0.025 Per Share Quarterly Dividend
Clarus Announces $0.025 Per Share Quarterly Dividend SALT LAKE CITY, March 04, 2026 (GLOBE NEWSWIRE) -- Clarus Corporation (NASDAQ: CLAR) (“Clarus” and/or the “Company”), a global company focused on the outdoor enthusiast markets, announced that its board of directors has confirmed the Company’s regular quarterly cash dividend of $0.025 per share. The cash dividend will be paid on March 25, 2026, to all stockholders of record as of March 16, 2026. About Clarus CorporationHeadquartered in Salt Lake City, Utah, Clarus Corporation is a global leader in the design and development of best-in...
Camtek: 1 director
A director at Camtek sold 677 shares at 167.390USD and the significance rating of the trade was 57/100. 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 Cl...
- Jonathan Moreland
ZBRA ZEBRA TECHNOLOGIES CORPORATION CLASS A
XRAY DENTSPLY SIRONA INC.
VNO VORNADO REALTY TRUST
TCBI TEXAS CAPITAL BANCSHARES INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
MTDR MATADOR RESOURCES COMPANY
FFIN FIRST FINANCIAL BANKSHARES INC
WD WALKER & DUNLOP INC.
AUP AURINIA PHARMACEUTICALS INC.
SABR SABRE CORP.
TREX TREX COMPANY INC.
AJG ARTHUR J. GALLAGHER & CO.
KKR KKR & CO. INC.
SMCI SUPER MICRO COMPUTER
AHCO INC.
DCTH ADAPTHEALTH
TSLX DELCATH SYSTEMS
THRY SIXTH STREET SPECIALTY LENDING
EOSE INC.
AGL THRYV HOLDINGS
FRSH EOS ENERGY ENTERPRISES INC (A)
FA AGILON HEALTH
CMTG INC.
MYN FRESHWORKS INC.
WRB FIRST ADVANTAGE CORP NEW
BLCO CLAROS MORTGAGE TRUST
NMTC INC.
MSDL BLACKROCK MUNIYELD N Y INSD FD INC
LAW W.R. BERKLEY CORPORATION
BAUSCH + LOMB CORP
NEUROONE MEDICAL TECHNOLOGIES CORP
MORGAN STANLEY DIRECT LENDING
CS DISCO INC
YETI Holdings, Inc. Announces Participation in Upcoming Investor Confe...
YETI Holdings, Inc. Announces Participation in Upcoming Investor Conferences AUSTIN, Texas, March 03, 2026 (GLOBE NEWSWIRE) -- YETI Holdings, Inc. (“YETI”) (NYSE: YETI) today announced that management will be attending the following investor conferences: Citi’s 2026 Global Consumer & Retail ConferenceMarch 9, 2026Miami, FL BofA Securities 2026 Consumer and Retail Conference March 10, 2026Miami, FL About YETI Holdings, Inc. Headquartered in Austin, Texas, YETI is a global designer, retailer, and distributor of innovative outdoor products. From coolers and drinkware to bags and apparel,...
Enphase Energy and Capital Good Fund to Expand IQ Microinverter Deploy...
Enphase Energy and Capital Good Fund to Expand IQ Microinverter Deployments for Small Commercial and Residential Projects in the United States FREMONT, Calif., March 03, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: ENPH), a global energy technology company, today announced a new partnership with Capital Good Fund, a nonprofit community development financial institution (CDFI) and a leading provider of solar power purchase agreements (PPAs) and leases for underserved communities in the United States. The partnership will support approximately 24 megawatts of small commercial and residential solar pr...
- Jonathan Moreland
VNO VORNADO REALTY TRUST
TYL TYLER TECHNOLOGIES INC.
TBI TRUEBLUE INC.
REXR REXFORD INDUSTRIAL REALTY INC.
PODD INSULET CORPORATION
NEU NEWMARKET CORPORATION
MYGN MYRIAD GENETICS INC.
MSCI MSCI INC. CLASS A
LXRX LEXICON PHARMACEUTICALS INC.
HUM HUMANA INC.
HMN HORACE MANN EDUCATORS CORPORATION
HCI HCI GROUP INC.
FAF FIRST AMERICAN FINANCIAL CORPORATION
CEVA CEVA INC.
CAR AVIS BUDGET GROUP INC.
OFIX ORTHOFIX INTERNATIONAL N.V.
WY WEYERHAEUSER COMPANY
TZOO TRAVELZOO
FIVN FIVE9 INC.
PRU PRUDENTIAL PLC
SAH SONIC AUTOMOTIVE INC. CLASS A
SXC SUNCOKE ENERGY INC.
WINA WINMARK CORP.
ITIC INVESTORS TITLE CO.
GGT THE GABELLI MULTIMEDIA TRUST
CNDT CONDUENT INC.
HLNE HAMILTON LANE INCORPORATED CLASS A
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SSTI SHOTSPOTTER
KKR KKR & CO. INC.
BOTJ BANK OF THE JAMES FINANCIAL GROUP INC.
UBER UBER TECHNOLOGIES INC.
AVTR AVANTOR
VERX INC.
BIGC VERTEX
NBR INC.
SLQT BIGCOMMERCE HOLDINGS
DLHC NABORS INDUSTRIES LTD.
ABCL SELECTQUOTE
CVRX INC.
ELF DALEIGH HOLDINGS CORP
FLYW ABCELLERA BIOLOGICS
BLCO CVRX
FSCO INC.
CADL E.L.F. BEAUTY
CVI INC.
TLSI FLYWIRE CORP
ASST BAUSCH + LOMB CORP
EKSO FS CREDIT OPPORTUNITIES CORP.
LNZA CANDEL THERAPEUTICS
INC.
CVR ENERGY
INC.
TRISALUS LIFE SCIENCES INC
ASSET ENTITIES INC.
EKSO BIONICS HOLDINGS INC.
LANZATECH GLOBAL INC
NIO Inc. Provides February 2026 Delivery Update
NIO Inc. Provides February 2026 Delivery Update 20,797 vehicles were delivered in February 2026, increasing by 57.6% year-over-year47,979 vehicles were delivered year-to-date in 2026, increasing by 77.3% year-over-yearCumulative deliveries reached 1,045,571 as of February 28, 2026 SHANGHAI, March 01, 2026 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its February 2026 delivery results. The Company delivered 20,797 vehicles in February 2026, representi...
Rockwell Automation Inc: 6 directors
Six Directors at Rockwell Automation Inc sold after exercising options/sold 48,428 shares at between 404.209USD and 410.011USD. The significance rating of the trade was 78/100. 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 ...
Chart Industries Reports Fourth Quarter and Full Year 2025 Financial R...
Chart Industries Reports Fourth Quarter and Full Year 2025 Financial Results HOUSTON, Feb. 27, 2026 (GLOBE NEWSWIRE) -- Chart Industries, Inc. (NYSE: GTLS) today reported results for the fourth quarter and full year ended December 31, 2025. Full year 2025 compared to full year 2024: Orders of $5.68 billion increased 13.4%; full year 2025 book-to-bill of 1.33Sales of $4.26 billion increased 2.5%; sales increased 4.1% excluding a large lifecycle project and a large aftermarket equipment sale in 2024, which did not repeat in 2025Reported operating income of $358.4 million (8.4% of sales) o...
Clarus Sets Fourth Quarter and Full Year 2025 Conference Call for Thur...
Clarus Sets Fourth Quarter and Full Year 2025 Conference Call for Thursday, March 5, 2026, at 5:00 p.m. ET SALT LAKE CITY, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Clarus Corporation (NASDAQ: CLAR) (“Clarus” and/or the “Company”), a global company focused on the outdoor enthusiast markets, will hold a conference call on Thursday, March 5, 2026, at 5:00 pm ET to discuss its financial results for the fourth quarter and full year ended December 31, 2025. The financial results will be reported in a press release after the close of regular stock market trading hours on the same day as the conference ...
Fox Factory Holding Corp. Reports Fourth Quarter Fiscal 2025 Financial...
Fox Factory Holding Corp. Reports Fourth Quarter Fiscal 2025 Financial Results Announces Phase 2 of Profit Optimization Plan with Targeted Incremental Savings of Approximately $40 Million to be Realized in 2026 Introduces Fiscal 2026 Adjusted EBITDA Guidance that Implies Approximately 200 Basis Points of Margin Improvement at the Midpoint DULUTH, Ga., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Fox Factory Holding Corp. (NASDAQ: FOXF) (“FOX” or the “Company”), a premium brand and a global leader in the design, engineering and manufacturing of performance-defining products and systems for customer...
- Pierre FerraguÊ
The Citrini report: a revival of Marxism.
The Citrini report is an interesting thought experiment. It qualifies fully as neo-marxist, calling for the tendency of profit rates to fall. Like Marx 165 years ago, the authors are nevertheless getting a couple of things wrong. Click the link below for our thoughts and our perspective on the matter.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
AMAT APPLIED MATERIALS INC.
2330 TSMC
ASM ASM INTERNATIONAL N.V.
8035 TOKYO ELECTRON LTD.
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
ARM APPLE INC.
AAPL US ARM HOLDINGS PLC
APPLE INC
NIO Inc. to Report Unaudited Fourth Quarter and Full Year 2025 Financi...
NIO Inc. to Report Unaudited Fourth Quarter and Full Year 2025 Financial Results on Tuesday, March 10, 2026 SHANGHAI, Feb. 26, 2026 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced that it will report its unaudited financial results for the fourth quarter and full year ended December 31, 2025 on Tuesday, March 10, 2026, before the open of the U.S. markets. The Company’s management will host an earnings conference call at 8:00 AM U.S. Eastern Time on March 1...
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