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Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
9h / 7m 9h / 7m 1 EN
AZN ASTRAZENECA PLC

AstraZeneca PLC - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

12/17/25 December 17, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
12/17/25 December 17, 2025 1 EN
Wedbush Research
  • Wedbush Research
KMX CARMAX INC.
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
U UNITY SOFTWARE
APP APPLOVIN CORP
QUBT QUANTUM COMPUTING INC
RGTI RIGETTI COMPUTING INC
QBTS D-WAVE QUANTUM INC.
IONQ IONQ INC
12/17/25 December 17, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
QUBT QUANTUM COMPUTING INC
RGTI RIGETTI COMPUTING INC
QBTS D-WAVE QUANTUM INC.
IONQ IONQ INC
12/17/25 December 17, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
12/16/25 December 16, 2025 1 EN
Gary Brode
  • Gary Brode
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
FB FACEBOOK INC. CLASS A
NFLX NETFLIX INC.
MSFT MICROSOFT CORPORATION
VIAC VIACOMCBS INC. CLASS B
WBD WARNER BROS. DISCOVERY INC.
12/15/25 December 15, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
12/15/25 December 15, 2025 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
NICE NICE LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
DASH DOORDASH
VRDN VIRIDIAN THERAPEUTICS INC
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
TTD THE TRADE DESK
GFS INC.
CART GLOBALFOUNDRIES INC
DBD MAPLEBEAR INC.
DIEBOLD NIXDORF INCORPORATED
12/15/25 December 15, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
AXTI AXT 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
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
12/15/25 December 15, 2025 1 EN
Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
EUR 4259.00
ROG Roche Holding L...
NOVN NOVARTIS AG ... (+7)

Thematic - 2026 Outlook - "5 More Years" (55pgs)

For access to the full note, please contact Naresh Chouhan ( ) With EU Pharma (ex-Novo) now having reached decade high valuations vs EuroStoxx600, we believe the sector has broken out & the sustainability of the growth profile will now generate continued strong performance. Consensus 5yr sales & EPS CAGR’s stand at 4% & 7% for 15x 2026 PE. We show there is upside to this from underestimated pipelines where cons. rarely fully models “monster” drugs & from M&A which we expect to be strong at JPM ...

ROG ROCHE HOLDING LTD
NOVN NOVARTIS AG
novob NOVO NORDISK
SAN SANOFI
UCB UCB S.A.
GSK GLAXOSMITHKLINE PLC
AZN ASTRAZENECA PLC
12/15/25 December 15, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
12/12/25 December 12, 2025 1 EN
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MSFT MICROSOFT CORPORATION
12/12/25 December 12, 2025 1 EN
Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
12/11/25 December 11, 2025 1 EN
Pelham Smithers
  • Pelham Smithers
PREMIUM
STX Seagate Technol...
7974 Nintendo Co. L... ... (+7)

PSA Technology / Semiconductors: DDR5 Spot Prices Ease

DDR5 DRAM prices fell for the fifth time in six sessions today [11 Dec], while NAND prices are unchanged. Pelham Smithers discusses demand and pricing trends ahead, with the rise of AI Chips and points to Japan’s Kioxia as a key beneficiary.

STX SEAGATE TECHNOLOGY PLC
7974 NINTENDO CO. LTD.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SNDK SANDISK LLC
AAPL US APPLE INC
285A JT KIOXIA CORPORATION (285A JT)
12/11/25 December 11, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
12/11/25 December 11, 2025 1 EN
Wedbush Research
  • Wedbush Research
XENE XENON PHARMACEUTICALS INC
TSLA TESLA INC
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
ROKU ROKU INC. CLASS A
MSFT MICROSOFT CORPORATION
DNLI DENALI THERAPEUTICS INC
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
PLTR PALANTIR TECHNOLOGIES
VERA VERA THERAPEUTICS INC
PL PLANET LABS PBC
TYRA TYRA BIOSCIENCES INC
CGON CG ONCOLOGY INC
BBOT BRIDGEBIO ONCOLOGY THERAPEUTICS INC
12/11/25 December 11, 2025 1 EN
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
NVDA NVIDIA CORPORATION
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
12/11/25 December 11, 2025 1 EN
Free Trial
PANW Palo Alto Netwo...

Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold 25,000 shares at 195.202USD and the significance rating of the trade was 69/100. 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...

PANW PALO ALTO NETWORKS INC.
12/11/25 December 11, 2025 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
IDYA INC.
VRDN IDEAYA BIOSCIENCES
STX VIRIDIAN THERAPEUTICS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
12/10/25 December 10, 2025 1 EN
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