reports
- David Barden
SBA Communications 4Q25 Results & Model Update
We are updating our model for SBAC (Neutral, PT $212) following its 4Q25 results that were generally behind on most metrics. As we mentioned in our initial take, the company’s 2026 guidance doesn’t show much to get excited about, however, we are interested to see the progression of its dispute with SATS. The company stated that it filed its lawsuit against SATS on 2/25/26 and removed the revenue from its guide in line with the balance of the industry. Separating itself from others in the industr...
Moody's Ratings affirms Crown Castle's Baa3 ratings, changes outlook t...
Moody's Ratings (Moody's) today affirmed Crown Castle Inc.'s ("Crown Castle" or the "the REIT") Baa3 senior unsecured debt ratings. In the same rating action, we affirmed the REIT's Prime-3 commercial paper (CP) rating, (P)Baa3 senior unsecured shelf rating and (P)Ba1 subordinate shelf and preferred...
- David Barden
SBA Communications 4Q25 Quick Take: SATS Lawsuit filed, not so much ex...
SBAC (Neutral, PT $212) reported 4Q25 results that were below our estimates and consensus. The company stated that it filed its lawsuit against SATS on 2/25/26 and removed the revenue from its guide in line with the industry. 2026 guidance came in light vs. the street, which we think is in part due to messiness around SATS. The company mentioned that it won’t likely rise to its long-term growth targets until 2028 as it continues to work through churn events in 2026 and 2027. This note is our ins...
- David Barden
T-Mobile US Inc: 2 directors
Three Directors at T-Mobile US Inc sold/sold after exercising options 17,724 shares at between 0.000USD and 222.380USD. The significance rating of the trade was 70/100. 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 t...
Crown Castle Declares Quarterly Common Stock Dividend
Crown Castle Declares Quarterly Common Stock Dividend HOUSTON, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") announced today that its Board of Directors has declared a quarterly cash dividend of $1.0625 per common share. The quarterly dividend is payable on March 31, 2026, to common stockholders of record at the close of business on March 13, 2026. Future dividends are subject to the approval of Crown Castle's Board of Directors. ABOUT CROWN CASTLE Crown Castle owns, operates and leases approximately 40,000 cell towers and approximately 90,000 route mi...
El Pollo Loco Holdings, Inc. to Announce Fourth Quarter and Full Year ...
El Pollo Loco Holdings, Inc. to Announce Fourth Quarter and Full Year 2025 Results on Thursday, March 12, 2026 COSTA MESA, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- El Pollo Loco Holdings, Inc. (“El Pollo Loco”) (NASDAQ: LOCO) today announced that it will host a conference call to discuss its fourth quarter and full year 2025 financial results on Thursday, March 12, 2026, at 4:30 PM Eastern Time. Hosting the call will be Liz Williams, Chief Executive Officer, and Ira Fils, Chief Financial Officer. A press release with fourth quarter and full year 2025 financial results will be issued that...
- David Barden
El Pollo Loco Announces Protein Packed Menu, Reminding Everyone that P...
El Pollo Loco Announces Protein Packed Menu, Reminding Everyone that Protein has Always Been their Specialty With 24 protein heavy hitters, all under $15, the menu delivers big flavor, great value, and plenty of ways to fuel up COSTA MESA, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- , the nation's leading fire-grilled chicken restaurant chain, today announced its Protein Packed Menu, a curated lineup of more than 20 protein-heavy existing menu items crafted to meet growing consumer demand for balanced, flavorful, and functional meals. Now available online, the Protein Packed Menu reimagin...
- David Barden
American Tower 4Q25 Quick Take: Consensus couldn’t get DISH right for ...
AMT (Buy, PT $203) reported 4Q25 results. We continue to view AMT as the best-growing, least-levered, best-positioned stock in the group. 4Q was generally ahead on all metrics. Guidance is bit of a mess with consensus largely having included DISH while there are 2 larger than anticipated factors moving in opposite directions in the form of FX (+) and straight line (negative, but non-cash). This note is our instant read on the result vs. both us and consensus.
SentinelOne Inc: 1 director
A director at SentinelOne Inc sold 39,472 shares at 13.485USD 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...
Moody's Ratings assigns Baa1 ratings to T-Mobile's proposed backed sen...
Moody's Ratings (Moody's) assigned Baa1 ratings to T-Mobile USA, Inc.'s (T-Mobile) proposed backed senior unsecured notes, which will be comprised of various maturities. T-Mobile intends to use the net proceeds from the proposed offering for general corporate purposes, which may include share repurc...
El Pollo Loco® Adds Shrimp to Lineup of Limited Time Baja Double Tosta...
El Pollo Loco® Adds Shrimp to Lineup of Limited Time Baja Double Tostadas COSTA MESA, Calif., Feb. 10, 2026 (GLOBE NEWSWIRE) -- , the nation's leading fire-grilled chicken restaurant chain, is reimagining its beloved tostada with a bold, new flavor twist – and a seasonal seafood option – with the debut of its new Baja Double Tostadas. Beginning February 18, for a limited time, El Pollo Loco restaurants systemwide will be offering four new menu items designed to take everything you love about the tostada and turn it up a notch with more freshly prepared ingredients, more bold flavors and ...
Papa Johns Canada Launches Pizza My Heart for Valentine’s Day
Papa Johns Canada Launches Pizza My Heart for Valentine’s Day A new heart pizza available February 9–15 EDMONTON, Alberta, Feb. 06, 2026 (GLOBE NEWSWIRE) -- Papa Johns Canada is launching Pizza My Heart, a new limited-time heart pizza available nationwide for Valentine’s Day. On menus from February 9 through February 15, Pizza My Heart is a one-topping heart pizza on thin crust, made with Papa Johns’ signature fresh, never frozen dough, vine-ripened tomato sauce, and real mozzarella cheese. Priced at $17.99, the limited-time offering gives customers a festive way to mark Valentine’s Da...
- David Barden
CCI 4Q25 Results and Model Update
We are updating our model for CCI (Neutral, PT $93) following its 4Q25 results that were largely ahead of our estimates and consensus. With the removal of SATS noise from reported results, 2026 AFFO per share will be heavily influenced by the timing of the Small Cells and Fiber Segment Divestiture. As we have previously mentioned, we don’t see material upside in the stock until all the heavy lifting takes place which looks to wait until mid-year.
- David Barden
Crown Castle 4Q25 Quick Take: 2026 a transition year as CCI navigates ...
CCI (Neutral, PT $93) reported 4Q25 results that were largely ahead of our estimates and consensus. Following its previous disclosure that SATS has defaulted on its tower lease agreement payments, CCI shared organic growth guidance excluding these payments. Ahead of the close of its Small Cells and Fiber Segment in 1H26, we don’t see material upside as we wait for all the heavy lifting to take place. This said, at the end of the day, CCI will be THE pure play tower company in the US when the upp...
Crown Castle Reports Fourth Quarter and Full Year 2025 Results and Pro...
Crown Castle Reports Fourth Quarter and Full Year 2025 Results and Provides Outlook for Full Year 2026 HOUSTON, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") today reported results for the full year ended December 31, 2025 and issued its full year 2026 outlook, as reflected in the table below. Full Year 2026 Full Year 2025(dollars in millions, except per share amounts)Current Outlook Midpoint(a)Midpoint GrowthRate Compared to Full Year 2025 Actual ActualActual Growth Rate Compared to Full Year 2024 ActualSite rental revenues(b)$3,850(5)% $4,049(5)%Net i...
Moody's Ratings assigns Ba2 rating to Adtalem's proposed senior secure...
Moody's Ratings (Moody's) has assigned a Ba2 rating to Adtalem Global Education Inc.'s (Adtalem) proposed $510 million senior secured term loan B due 2033. All other ratings, including the company's Ba2 corporate family rating (CFR), Ba2-PD probability of default rating, Ba2 senior secured revolving...
- David Barden
Not unexpectedly, SATS defaults on AMT leases – We quantify the readth...
AMT (Buy, PT $203), after the close today, shared that SATS has defaulted on its tower lease agreement payments. This was unsurprising following a similar revelation from CCI (Neutral, PT $93) on 1/12/26 (see our note). AMT says this action will have no impact on 2025 results. AMT did not mention the value of the remaining payments, but we assume it is similar to the ~$3.5bn (undiscounted) CCI cited.
El Pollo Loco Appoints Frank Garrido to Board of Directors
El Pollo Loco Appoints Frank Garrido to Board of Directors Operations leader latest addition to expanding chicken restaurant COSTA MESA, Calif., Jan. 28, 2026 (GLOBE NEWSWIRE) -- El Pollo Loco (NASDAQ: LOCO), the nation’s leading fire-grilled chicken restaurant, announced today the appointment of Frank Garrido as an independent member of its Board of Directors (“Board”), effective March 1, 2026. Mr. Garrido is Executive Vice President – Chief Restaurant Officer of Domino’s Pizza, the largest pizza company in the world. “I am thrilled to have Frank join our Board,” said Liz Williams, C...
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