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 PRESS RELEASE

Monster Beverage Reports 2025 Fourth Quarter and Full-Year Financial R...

Monster Beverage Reports 2025 Fourth Quarter and Full-Year Financial Results 2025 Fourth Quarter Highlights  Net Sales rise 17.6 percent to $2.13 billion Operating Income increases 42.3 percent to $542.6 million (16.0 percent to $617.6 million on a non-GAAP adjusted basis)1Net Income increases 65.9 percent to $449.2 million (31.2 percent to $507.0 million on a non-GAAP adjusted basis)Net Income Per Diluted Share increases 64.9 percent to $0.46 per share (30.4 percent to $0.51 per share on a non-GAAP adjusted basis) 1 The tables at the end of this press release provide a reconciliation of ...

 PRESS RELEASE

AMN Healthcare Survey Reveals Sharp Divide Between Leaders’ Organizati...

AMN Healthcare Survey Reveals Sharp Divide Between Leaders’ Organizational Confidence and Industry Outlook for 2026 Survey of 700+ executives shows AI leadership roles surging as succession planning and clinician engagement lag DALLAS, Feb. 26, 2026 (GLOBE NEWSWIRE) -- While nearly three-quarters of healthcare executives believe their own organizations will be as strong or stronger in 2026, more than half expect the healthcare industry overall to face a worse year ahead, according to a new survey of healthcare executives. The findings highlight a widening confidence gap alongside a rapi...

 PRESS RELEASE

Ollie’s Bargain Outlet Holdings, Inc. Announces Fourth Quarter and Fis...

Ollie’s Bargain Outlet Holdings, Inc. Announces Fourth Quarter and Fiscal Year 2025 Earnings Release Date and Conference Call Information HARRISBURG, Pa., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) (the “Company”) today announced that it will report its financial results for the fourth quarter and fiscal year 2025 before the market opens on Thursday, March 12, 2026. Eric van der Valk, President and Chief Executive Officer, and Robert Helm, Executive Vice President and Chief Financial Officer, will host a conference call with the investment commu...

Blair Levin
  • Blair Levin

C-Band Update: What Does the El Paso Airport Shutdown and Broadcaster ...

The El Paso Airport Shutdown does not on the surface reference FCC spectrum policy. But what happened is a tale of two agencies, that both rhymes with past conflicts between the FCC and FAA and raises questions about the wireless industry’s hope for access to the Upper C-Band. In this note, we address those questions and others raised by broadcasters seeking to limit the amount of spectrum that wireless can bid on in the upcoming C-Band auction.

David Barden
  • David Barden

American Tower 4Q25 Results & Model Update

We are updating our model for AMT (Buy, PT $203) following its 4Q25 results that were generally ahead on most metrics.

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...

David Barden
  • David Barden

That’s a wrap! Takeaways from Metro Connect day 2

We just wrapped up day 2 at Metro Connect where we had meetings with a number of additional fiber operators. In this short note, we share our incremental takeaways from conversations at the event.

David Barden
  • 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.

David Barden
  • David Barden

Takeaways from Metro Connect 2026 Day One

Greetings from sunny, if chilly Fort Lauderdale where we are attending Metro Connect which one of our companies described as one of the two most important infrastructure conferences of the year. We are soooo lucky not to have gotten snowed in. If you are in the northeast, please stay warm! We just wrapped Day One where we had meetings and run-ins with many, primarily, small to mid-size private fiber operators. In this short note, we present our key takeaways from our conversations at the event.

 PRESS RELEASE

UPDATE – AMN Healthcare Announces Fourth Quarter and Full Year 2025 Re...

UPDATE – AMN Healthcare Announces Fourth Quarter and Full Year 2025 Results Quarterly revenue of $748 million; GAAP loss of ($0.20)/share and adjusted EPS of $0.22 DALLAS, Feb. 19, 2026 (GLOBE NEWSWIRE) -- AMN Healthcare Services, Inc. (NYSE: AMN), the leader and innovator in total talent solutions for healthcare organizations across the United States, today announced its fourth quarter and full year 2025 financial results. Financial highlights are as follows: Dollars in millions, except per share amounts.  Q4 2025% ChangeQ4 2024Full Year2025% ChangeFull Year2024Revenue$748.22%$2,730.4(...

 PRESS RELEASE

Calavo Growers to Report First Quarter 2026 Financial Results

Calavo Growers to Report First Quarter 2026 Financial Results SANTA PAULA, Calif., Feb. 19, 2026 (GLOBE NEWSWIRE) -- (Nasdaq-GS: CVGW), a global leader in sourcing, packing and distribution of fresh avocados, tomatoes, papayas and processing of guacamole and other avocado products, today announced that it plans to release financial results for the fiscal first quarter ended January 31, 2026, and file its Form 10-Q after the market closes on Thursday, March 12, 2026. About Calavo Growers, Inc.Calavo Growers, Inc. (Nasdaq: CVGW) is a global leader in the processing and distribution of avo...

 PRESS RELEASE

AMN Healthcare Announces Fourth Quarter and Full Year 2025 Results

AMN Healthcare Announces Fourth Quarter and Full Year 2025 Results Quarterly revenue of $748 million; GAAP loss of ($0.20)/share and adjusted EPS of $0.22 DALLAS, Feb. 19, 2026 (GLOBE NEWSWIRE) -- AMN Healthcare Services, Inc. (NYSE: AMN), the leader and innovator in total talent solutions for healthcare organizations across the United States, today announced its fourth quarter and full year 2025 financial results. Financial highlights are as follows: Dollars in millions, except per share amounts.  Q4 2025% ChangeQ4 2024Full Year2025% ChangeFull Year2024Revenue$748.22%$2,730.4(8%)Gross ...

 PRESS RELEASE

Monster Beverage to Report Financial Results for 2025 Fourth Quarter o...

Monster Beverage to Report Financial Results for 2025 Fourth Quarter on February 26, 2026 Company to Conduct Conference Call at 2 p.m. Pacific Time CORONA, Calif., Feb. 19, 2026 (GLOBE NEWSWIRE) -- Monster Beverage Corporation (NASDAQ: MNST) announced today that results for its fourth quarter ended December 31, 2025, will be reported on Thursday, February 26, 2026, after the close of the market. The company also said that Chief Executive Officer, Hilton Schlosberg, will host an investor conference call that same day at 2 p.m. Pacific Time to review the company’s financial results and op...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: February 14, 2026

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

 PRESS RELEASE

Cal-Maine Foods Announces the Passing of Board Member Jim Poole, Honor...

Cal-Maine Foods Announces the Passing of Board Member Jim Poole, Honoring His Life and Service RIDGELAND, Miss., Feb. 12, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: CALM), the largest egg company in the United States and a leading player in the egg-based food industry, today announced with deep sadness the passing of Jim Poole, a valued member of its Board of Directors. Mr. Poole served on the Cal-Maine Foods Board since 2004, providing thoughtful leadership, steady guidance, and an unwavering commitment to the long-term success of the Company. The Board consistently valued his extensive audit a...

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...

Blair Levin
  • Blair Levin

What Policies Matter to Telco’s Success: Supply Side or Demand Side? ...

T CEO John Stankey recently said that “I’ve never seen federal policy this supportive of market-based investment in advanced networks.” That statement raises multiple interesting investor related questions about what does, and does not, support investment in advanced networks, including the relative importance of those policies that drive supply and those that drive demand, and how government is treating advanced networks versus networks that have lower cost structures but also involve lower pe...

FedEx Corporation - November 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Lamb Weston Holdings Inc: 1 director

A director at Lamb Weston Holdings Inc bought 50,000 shares at 48.647USD and 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 the company's directors over the last two ye...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: February 7, 2026

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

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