reports
Moody's Ratings assigns A1 issuer rating to Goldman Sachs & Co. LLC wi...
Moody's Ratings (Moody's) assigned an A1 long-term issuer rating and stable outlook to Goldman Sachs & Co. LLC (GS&Co.). RATINGS RATIONALE The A1 long-term issuer rating assigned to GS&Co. reflects its position as the largest operating subsidiary of The Goldman Sachs Group, Inc. (GS Group, A2 st...
Moody's Ratings assigns Baa2 ratings to Verizon's proposed junior subo...
Moody's Ratings (Moody's) assigned Baa2 ratings to Verizon Communications Inc.'s (Verizon) proposed Euro and Sterling junior subordinated notes. All other ratings, including the company's Baa1 long term issuer rating, Baa1 senior unsecured notes ratings, (P)Baa1 senior unsecured MTN program ratings,...
Verizon to speak at Barclays Communications and Content Symposium on F...
Verizon to speak at Barclays Communications and Content Symposium on February 24 NEW YORK, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Tony Skiadas, executive vice president and chief financial officer at Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Barclays Communications and Content Symposium on Tuesday, February 24, at 8:00 a.m. ET. The session will be webcast, with access instructions available on Verizon’s Investor Relations website, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, work and play, delivering on their demand fo...
- Vikash Harlalka
Goldman Sachs Group Inc: 1 director
A director at Goldman Sachs Group Inc sold 15,855 shares at 959.366USD and the significance rating of the trade was 72/100. 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 year...
Dycom Industries, Inc. to Host Fiscal 2026 Fourth Quarter and Annual R...
Dycom Industries, Inc. to Host Fiscal 2026 Fourth Quarter and Annual Results Call on March 4, 2026 WEST PALM BEACH, Fla., Feb. 13, 2026 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) will host a conference call to discuss fiscal 2026 fourth quarter and annual results on Wednesday, March 4, 2026, at 9:00 a.m. ET. Dycom will issue a press release reporting its results earlier that morning. Interested parties may participate in the question and answer session of the conference call by registering at . Upon registration, participants will receive a dial-in number and unique PIN to acc...
- Vikash Harlalka
OPTU: Model update post 4Q results
Earlier today, we published our quick take on Optimum’s 4Q results and our thoughts following the call note. The big story from today’s results and call is that management hasn’t provided guidance for 2026 EBITDA. Our EBITDA estimate is relatively unchanged, but we expect consensus EBITDA estimate to head lower and land closer to our estimate. In this note, we cover changes to our estimates, and comparisons with guidance and consensus. We also look at Optimum’s relative valuation in comparison w...
- Vikash Harlalka
OPTU: Missed Opportunities
We were looking forward to Optimum management sharing healthy guidance for 2026 EBITDA on the call but were disappointed. A lack of guidance stokes investor uncertainty. We hope more color emerges on the next earnings call (it would be even better if Dennis provided guidance at our Conference on March 26th). Management has also been reluctant to reveal accounting and cash flow details around Lightpath AI hyperscaler contracts. We see this as a missed opportunity. In this note, we discuss broadba...
- Vikash Harlalka
OPTU 4Q25 Quick Take: Strong Financials
Optimum’s broadband losses were higher than stale consensus estimates. Management had said at an industry conference late last year that broadband losses will be elevated in 4Q and the losses came in slightly better than we expected. Revenue was quite strong, driven mainly by higher broadband and business services revenue. Broadband ARPU growth of 2.8% was much higher than expected. EBITDA was just above consensus estimates. We expect the stock to trade up on results, but where it winds up for t...
- Konrad Zomer
LR LEGRAND
REL RELX PLC
FP TOTAL SE
HEIA HEINEKEN NV
IPN IPSEN SA
TKA THYSSENKRUPP AG
UBSN UBS GROUP AG
CBK COMMERZBANK AG
DAI DAIMLER AG
RXL REXEL SA
SCMN SWISSCOM AG
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
MOCORP METSO OUTOTEC OYJ
STR STRABAG SE
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
TKMS TKMS AG & CO. KGAA
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Konrad Zomer
LR LEGRAND
REL RELX PLC
FP TOTAL SE
HEIA HEINEKEN NV
IPN IPSEN SA
TKA THYSSENKRUPP AG
UBSN UBS GROUP AG
CBK COMMERZBANK AG
DAI DAIMLER AG
RXL REXEL SA
SCMN SWISSCOM AG
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
MOCORP METSO OUTOTEC OYJ
STR STRABAG SE
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
TKMS TKMS AG & CO. KGAA
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Research Department
INFORME DIARIO 12 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: AB INBEV, AHOLD DELHAIZE, ASML, DEUTSCHE TELEKOM, ESSILORLUXOTTICA, MERCEDES BENZ GROUP, SANOFI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. El dato de empleo en EE.UU. agita los mercados Jornada de más a menos en las bolsas europeas, que ...
- Stephane Beyazian
- Stephane Beyazian
- James Ratzer
Deutsche Telekom (Buy, €44, +44%) TMUS stake to rise faster than expec...
TMUS has provided new guidance out to 2027 – and DT has also said it won’t participate in the TMUS buyback in 2026 and might look at additional options to increase its stake even further. We therefore run through the implications for this and what further headroom DT might have.
- 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...
- Vikash Harlalka
CHTR: Buy It Now
We believe that positive EBITDA growth and strong FCF per share growth this year mean that Charter’s stock is due for a positive revaluation. In this note, we review changes to our estimates, and comparisons with guidance and consensus. We have also updated our target valuation for Charter. Our revised price target is $328 (+47% from the close). Please see separate notes reviewing results and thoughts following the earnings call. Our broadband subscriber and total EBITDA estimates remain nearly ...
- Benoit Valleaux
- Steven Gould
AKE ARKEMA
INFINEON INFINEON TECHNOLOGIES AG
EQNR EQUINOR ASA
BT.A BT GROUP PLC
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
DEMANT DEMANT A/S
RHM RHEINMETALL AG
CPG COMPASS GROUP PLC
LXS LANXESS AG
DSV DSV PANALPINA A/S
RAND RANDSTAD NV
SDF K+S AG
BAS BASF SE
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
RAA RATIONAL AG
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SPSN SWISS PRIME SITE AG
EVK EVONIK INDUSTRIES AG
ASSA B ASSA ABLOY AB CLASS B
SAN BANCO SANTANDER S.A.
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
FPE3 FUCHS PETROLUB SE
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
DSFIR KONINKLIJKE DSM N.V.
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
VIRI VIRIDIEN
QGEN QIAGEN N.V.
AAL ANGLO AMERICAN PLC
- Stephane Beyazian
- Benoit Valleaux
- Steven Gould
AKE ARKEMA
INFINEON INFINEON TECHNOLOGIES AG
EQNR EQUINOR ASA
BT.A BT GROUP PLC
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
DEMANT DEMANT A/S
RHM RHEINMETALL AG
CPG COMPASS GROUP PLC
LXS LANXESS AG
DSV DSV PANALPINA A/S
RAND RANDSTAD NV
SDF K+S AG
BAS BASF SE
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
RAA RATIONAL AG
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SPSN SWISS PRIME SITE AG
EVK EVONIK INDUSTRIES AG
ASSA B ASSA ABLOY AB CLASS B
SAN BANCO SANTANDER S.A.
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
FPE3 FUCHS PETROLUB SE
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
DSFIR KONINKLIJKE DSM N.V.
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
VIRI VIRIDIEN
QGEN QIAGEN N.V.
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