reports
- Pierre FerraguÊ
Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...
Today, we are publishing the Enterprise IT section of our 29th 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. Legacy IT spending is stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
RPM RPM INTERNATIONAL INC.
UNVA UNILEVER PLC ADS
LNG CHENIERE ENERGY INC.
WDAY WORKDAY INC. CLASS A
SYY SYSCO CORPORATION
SLGN SILGAN HOLDINGS INC.
SLF. SUN LIFE FINANCIAL INC.
POST POST HOLDINGS INC.
PG PROCTER & GAMBLE COMPANY
OMC OMNICOM GROUP INC
MKTX MARKETAXESS HOLDINGS INC.
MKC MCCORMICK & COMPANY INCORPORATED
MDLZ MONDELEZ INTERNATIONAL INC. CLASS A
LOPE GRAND CANYON EDUCATION INC.
GIS GENERAL MILLS INC.
CPB CAMPBELL SOUP COMPANY
CHD CHURCH & DWIGHT CO. INC.
CALM CAL-MAINE FOODS INC.
CAG CONAGRA BRANDS INC.
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
AMSF AMERISAFE INC.
NFLX NETFLIX INC.
EFX. ENERFLEX
STN. STANTEC INC
BRO BROWN & BROWN INC.
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A
AJG ARTHUR J. GALLAGHER & CO.
RDED RELX PLC
NTNX NUTANIX INC. CLASS A
TRNS TRANSCAT
KNSL KINSALE CAPITAL GROUP INC.
WDFC WD-40 COMPANY
AXON AXON ENTERPRISE INC
CRVL CORVEL CORP.
ZLAB ZAI LAB LTD. SPONSORED ADR
SMPL SIMPLY GOOD FOODS CO
ABT ABBOTT LABORATORIES
ZS ZSCALER INC.
SPOT SPOTIFY TECHNOLOGY SA
IIIV I3 VERTICALS
VITL VITAL FARMS
LI LI AUTO INC. SPONSORED ADR CLASS A
OTIS OTIS WORLDWIDE CORPORATION
TT TRANE TECHNOLOGIES PLC
2VZ LEONARDO DRS INC.
SKWD SKYWARD SPECIALTY INS GROUP INC
LIN LINDE PUBLIC LIMITED COMPANY
ASPI ASP ISOTOPES INC
TRI THOMSON REUTERS CORPORATION
TXO TXO PARTNERS L.P.
WAY WAYSTAR HOLDING CORP
Workday Inc: 1 director
A director at Workday Inc sold/gave away 2,617,025 shares at 0.000USD and the significance rating of the trade was 81/100. 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...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
ATNI ATN INTERNATIONAL INC.
35G GENPACT LIMITED
EXPE EXPEDIA GROUP INC.
CRK COMSTOCK RESOURCES INC.
AXTI AXT INC.
ALB ALBEMARLE CORPORATION
ACRE ARES COMMERCIAL REAL ESTATE
AGO ASSURED GUARANTY LTD.
HRTG HERITAGE INSURANCE HOLDINGS INC.
DRH DIAMONDROCK HOSPITALITY COMPANY
ELY CALLAWAY GOLF COMPANY
FLGT FULGENT GENETICS
DK DELEK US HOLDINGS INC
TALO TALOS ENERGY INC.
LASR NLIGHT
GLOB GAZIT-GLOBE LTD.
ARVN ARVINAS HOLDING
PLMR PALOMAR HOLDINGS
BW BABCOCK & WILCOX ENTERPRISES
TXG 10X GENOMICS INC CLASS A
PGNY PROGYNY
AMPY AMPLIFY ENERGY
EOSE EOS ENERGY ENTERPRISES INC (A)
MSGE MADISON SQUARE GARDEN ENTERTAINMENT
DOCN DIGITALOCEAN HLDGS INC
DSGN DESIGN THERAPEUTICS INC
FIGS FIGS INC
YOU ONTO INNOVATION INC.
PPTA CLEAR SECURE INC
AMPX PERPETUA RESOURCES CORP
OS AMPRIUS TECHNOLOGIES INC
SNDK ONESTREAM INC
CSIOX SANDISK CORP
BALY CATALYST PERINI STRATEGIC INCOM ORD
HOII BALLY'S CORPORATION
REX HOOD GROWTH & INCOME ETF
Angi Inc. Earnings Release and Letter to Shareholders Available on Com...
Angi Inc. Earnings Release and Letter to Shareholders Available on Company’s Website DENVER, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Angi Inc. (NASDAQ: ANGI) posted its third quarter financial results and a letter to shareholders from CEO, Jeffrey Kip on the investor relations section of its website at ir.angi.com/quarterly-earnings. As announced previously, Angi Inc. will host a conference call to discuss the company’s third quarter results and to answer questions. The call will be held on Wednesday, November 5, 2025, at 8:30 a.m. ET. Jeffrey Kip, CEO and Andrew Russakoff, CFO will participate...
Angi Inc. to Announce Q3 2025 Earnings on November 4th and Host Earnin...
Angi Inc. to Announce Q3 2025 Earnings on November 4th and Host Earnings Conference Call on November 5th DENVER, Oct. 08, 2025 (GLOBE NEWSWIRE) -- After the close of market trading on Tuesday, November 4, 2025, Angi Inc. (NASDAQ: ANGI) will post its third quarter results and publish CEO Jeff Kip's letter to shareholders, which may include certain forward-looking information, at ir.angi.com/quarterly-earnings. On Wednesday, November 5, 2025, at 8:30 a.m. ET, Angi Inc. will host a conference call to answer questions regarding the company’s third quarter results. The live audiocast and repl...
Assured Guaranty Ltd: 1 director
A director at Assured Guaranty Ltd sold 25,000 shares at 83.830USD and the significance rating of the trade was 67/100. 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 cl...
- Pierre FerraguÊ
Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, ...
Today, we are publishing the Enterprise IT section of our 28th 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. Legacy IT spending is moderating after a strong 2H24, while public-cloud growth accelerated slightly on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the lo...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Workday, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 26 August 2025 in which we reassessed the appropriateness of the ratings in the context of th...
- Pierre FerraguÊ
Angi Inc. Earnings Release and Letter to Shareholders Available on Com...
Angi Inc. Earnings Release and Letter to Shareholders Available on Company’s Website DENVER, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Angi Inc. (NASDAQ: ANGI) posted its second quarter financial results and a letter to shareholders from CEO, Jeffrey Kip on the investor relations section of its website at ir.angi.com/quarterly-earnings. As announced previously, Angi Inc. will host a conference call to discuss the company’s second quarter results and to answer questions. The call will be held on Wednesday, August 6, 2025, at 8:30 a.m. ET. Jeffrey Kip, CEO and Andrew Russakoff, CFO will participate...
Angi Inc. to Announce Q2 2025 Earnings on August 5th and Host Earnings...
Angi Inc. to Announce Q2 2025 Earnings on August 5th and Host Earnings Conference Call on August 6th DENVER, July 16, 2025 (GLOBE NEWSWIRE) -- After the close of market trading on Tuesday, August 5, 2025, Angi Inc. (NASDAQ: ANGI) will post its second quarter results and simultaneously CEO Jeff Kip will publish a letter to shareholders, which may include certain forward-looking information, at ir.angi.com/quarterly-earnings. On Wednesday, August 6, 2025, at 8:30 a.m. ET, Angi Inc. will host a conference call to answer questions regarding the company’s second quarter results. The live audi...
- Pierre FerraguÊ
Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...
Today, we are publishing the Enterprise IT section of our 27th 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. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...
Angi Launches New “AI Helper” as it Celebrates 30 Years of Innovation
Angi Launches New “AI Helper” as it Celebrates 30 Years of Innovation DENVER, June 17, 2025 (GLOBE NEWSWIRE) -- Today, Angi—formerly known as Angie’s List—is introducing a new, “AI Helper” to its service request experience, as part of its continued effort to simplify how homeowners connect with top-quality service pros and meet demand for smarter, more intuitive home improvement solutions. This innovation coincides with Angi’s 30th anniversary, marking three decades of connecting homeowners with skilled pros and driving industry innovation. At the heart of this enhancement is an intellig...
Angi to Participate in the 53nd Annual J.P. Morgan Global Technology, ...
Angi to Participate in the 53nd Annual J.P. Morgan Global Technology, Media and Communications Conference DENVER, May 08, 2025 (GLOBE NEWSWIRE) -- Angi Inc. (NASDAQ: ANGI) will participate in the 53nd Annual J.P. Morgan Global Technology, Media and Communications Conference on Thursday, May 15, 2025. CEO Jeffrey Kip will present at 8:40 a.m. ET. Both a live audio webcast and replay of the presentation will be available to the public in the IR section of Angi’s website at . About Angi Inc. Angi (NASDAQ: ANGI) helps homeowners get home projects done well and helps home service pros grow ...
Angi Inc. Earnings Release and Letter to Shareholders Available on Com...
Angi Inc. Earnings Release and Letter to Shareholders Available on Company’s Website DENVER, May 06, 2025 (GLOBE NEWSWIRE) -- Angi Inc. (NASDAQ: ANGI) posted its first quarter financial results and a letter to shareholders from CEO Jeffrey Kip on the investor relations section of its website at . As announced previously, Angi Inc. will host a conference call to discuss the company’s first quarter results and to answer questions. The call will be held on Wednesday, May 7, 2025, at 8:30 a.m. ET. Jeffrey Kip, CEO and Andrew Russakoff, CFO will participate. The live audiocast and replay will...
Angi Inc. to Announce Q1 2025 Earnings on May 6th and Host Earnings Co...
Angi Inc. to Announce Q1 2025 Earnings on May 6th and Host Earnings Conference Call on May 7th DENVER, April 09, 2025 (GLOBE NEWSWIRE) -- After the close of market trading on Tuesday, May 6, 2025, Angi Inc. (NASDAQ: ANGI) will post its first quarter results and simultaneously CEO Jeff Kip will publish a letter to shareholders, which may include certain forward-looking information at . On Wednesday May 7, 2025, at 8:30 a.m. ET, Angi Inc. will host a conference call to answer questions regarding the company’s first quarter results. The live audiocast and replay will be open to the public ...
- Pierre FerraguÊ
Bible 4Q24: Enterprise IT – continued recovery in Legacy, stabilizatio...
Today, we are publishing the Enterprise IT section of our 26th 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. Legacy IT spending recovery continued, with major players again reporting double-digit order growth across core legacy portfolios. Al server demand remained strong, although some revenue recognition ...
Angi Inc. Earnings Release and Letter to Shareholders Available on Com...
Angi Inc. Earnings Release and Letter to Shareholders Available on Company’s Website DENVER, Feb. 11, 2025 (GLOBE NEWSWIRE) -- Angi Inc. (NASDAQ: ANGI) posted its fourth quarter financial results and a letter to shareholders from Jeffrey Kip on the investor relations section of its website at . As announced previously, Angi Inc. and IAC will host a conference call to discuss both companies’ respective fourth quarter results and to answer questions. The call will be held on Wednesday, February 12, 2025, at 8:30 a.m. ET. Barry Diller, Chairman and Senior Executive of IAC, Joey Levin, CEO of...
Angi Releases 2024 State of Home Spending Report
Angi Releases 2024 State of Home Spending Report Interest rates will continue to drive “renovate over relocate” mentality in 2025 93% of homeowners are planning projects in 2025 despite economic pressures and rising stress levelsHome projects emerged as the most stressful budget item in 2024, surpassing healthcare and childcare DENVER, Jan. 28, 2025 (GLOBE NEWSWIRE) -- Homeownership continues to play a central role in the American dream, and despite navigating tighter budgets and rising stress levels, homeowners remain dedicated to the care and improvement of their homes. reveal...
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