reports
- David Barden
- Vikash Harlalka
Broadband Spring 2026 – A fine time for FWA
In this Broadband Spring report, we share a quick update on broadband industry trends from 4Q25 heading into 2026E. Industry net adds improved meaningfully in 4Q25 from a year ago but remained slightly below last year when we adjust for the loss of ACP. Net adds for the quarter were in line with the pre-pandemic norm but trailing twelve-month net adds remain below pre-pandemic levels. We take a deep-dive here into FWA’s continued strong momentum, by carrier, and how it fits into the overall broa...
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 International Flavors & Fragrances, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 25 February 2026 in which we reassessed the appropriateness of the...
- 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
Appian Corporation to Present at the Morgan Stanley Technology, Media ...
Appian Corporation to Present at the Morgan Stanley Technology, Media & Telecom Conference MCLEAN, Va., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Appian (NASDAQ: APPN), today announced that Serge Tanjga, Chief Financial Officer, will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, CA. The fireside chat is scheduled for Monday, March 2, 2026 at 12:20pm Pacific Time and will be webcast live at the following link: Replays of the fireside chat will be available for a limited time under the “News and Events” section of the Company’s investor relations website a...
Avalo Therapeutics to Participate in Upcoming Investor Conferences
Avalo Therapeutics to Participate in Upcoming Investor Conferences WAYNE, Pa., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Avalo Therapeutics, Inc. (Nasdaq: AVTX), a clinical stage biotechnology company fully dedicated to developing IL-1β-based treatments for immune-mediated inflammatory diseases, today announced that management will participate in the following investor conferences: TD Cowen Annual Healthcare ConferenceFireside Chat March 3, 2026, at 9:50 am ET Leerink Partners Global Healthcare ConferenceFireside ChatMarch 10, 2026, at 4:20 pm ET Live webcasts and replays, when available, can ...
- 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.
Raymond James Financial Declares Quarterly Dividend on Common Stock
Raymond James Financial Declares Quarterly Dividend on Common Stock St. Petersburg, Fla., Feb. 19, 2026 (GLOBE NEWSWIRE) -- On February 19, 2026, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.54 per share, payable April 15, 2026 to shareholders of record on April 1, 2026. About Raymond James Financial, Inc. Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other servi...
Appian Announces Fourth Quarter and Full Year 2025 Financial Results
Appian Announces Fourth Quarter and Full Year 2025 Financial Results Fourth quarter cloud subscriptions revenue increased 18% year-over-year to $117.0 millionFull year cloud subscriptions revenue increased 19% year-over year to $437.4 million MCLEAN, Va., Feb. 19, 2026 (GLOBE NEWSWIRE) -- Appian (Nasdaq: APPN) today announced financial results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Financial Highlights: Revenue: Cloud subscriptions revenue was $117.0 million, up 18% compared to the fourth quarter of 2024. Total subscriptions revenue, which inc...
Avalo Therapeutics Announces Inducement Grants to New Employees Under ...
Avalo Therapeutics Announces Inducement Grants to New Employees Under Nasdaq Listing Rule 5635(c)(4) WAYNE, Pa., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Avalo Therapeutics, Inc. (Nasdaq: AVTX), a clinical stage biotechnology company fully dedicated to developing IL-1β-based treatments for immune-mediated inflammatory diseases, today announced the grant of inducement equity awards to two new employees. The Compensation Committee of the Board of Directors of Avalo approved the grants of nonstatutory stock options to purchase an aggregate of 82,000 shares of common stock (the “Options”) as inducem...
- Dave Nicoski
- Ross LaDuke
O5Q OWENS CORNING
WHR WHIRLPOOL CORPORATION
CBT CABOT CORPORATION
LNG CHENIERE ENERGY INC.
VC VISTEON CORPORATION
SM SM ENERGY COMPANY
EVEREST RE GROUP LTD.
NWL NEWELL BRANDS INC
LNTH LANTHEUS HOLDINGS INC
KRO KRONOS WORLDWIDE INC.
IOSP INNOSPEC INC.
HY HYSTER-YALE MATERIALS HANDLING INC. CLASS A
GLPI GAMING AND LEISURE PROPERTIES INC.
DECK DECKERS OUTDOOR CORPORATION
CHH CHOICE HOTELS INTERNATIONAL INC.
BCC BOISE CASCADE CO.
APD AIR PRODUCTS AND CHEMICALS INC.
CHE CHEMED CORPORATION
COLM COLUMBIA SPORTSWEAR COMPANY
TNC TENNANT COMPANY
WSO WATSCO INC.
BXC BLUELINX HOLDINGS
FTV FORTIVE CORP.
BCBP BCB BANCORP INC.
BBWI BATH & BODY WORKS INC
AESI NEW ATLAS HOLDCO INC
BGC BGC GROUP INC
Moody's Ratings affirms FNB's ratings (long-term issuer rating Baa2); ...
Moody's Ratings (Moody's) has today affirmed the ratings of F.N.B. Corporation and its lead bank subsidiary First National Bank of Pennsylvania (together FNB). F.N.B. Corporation's long-term issuer, senior unsecured local currency and subordinate local currency ratings were affirmed at Baa2, its sen...
- 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...
Raymond James Financial Inc: 1 director
A director at Raymond James Financial Inc sold 4,500 shares at 170.462USD and the significance rating of the trade was 71/100. 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 y...
Avalo Therapeutics to Participate in Upcoming Investor Conferences
Avalo Therapeutics to Participate in Upcoming Investor Conferences WAYNE, Pa., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Avalo Therapeutics, Inc. (Nasdaq: AVTX), a clinical stage biotechnology company fully dedicated to developing IL-1β-based treatments for immune-mediated inflammatory diseases, today announced that management will participate in the following investor conferences: Guggenheim Emerging Outlook: Biotech Summit 2026Fireside ChatFebruary 11, 2026, at 10:00 am ET Oppenheimer 36th Annual Healthcare Life Sciences ConferenceFireside ChatFebruary 25, 2026, at 10:00 am ET Live webcasts ...
- Blair Levin
T Threats Limited in Senate FirstNet Hearing; House Hearing This Week
In a legislative battle pitting the interests of T v. VZ and TMUS, the Senate held a hearing last week on the reauthorization of the FirstNet Authority (FNA), with the House holding another one this coming Wednesday. In this note, we analyze the first hearing as well as a draft House bill with an eye toward whether the upcoming Congressional action is likely to change the current economics of public safety communications for T, VZ, and TMUS.
- 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.
PEP PEPSICO INC.
ATNI ATN INTERNATIONAL INC.
AMN AMN HEALTHCARE SERVICES INC.
VZ VERIZON COMMUNICATIONS INC.
TNET TRINET GROUP INC.
T AT&T INC.
SM SM ENERGY COMPANY
RHI ROBERT HALF INTERNATIONAL INC.
POST POST HOLDINGS INC.
NSP INSPERITY INC.
LAND GLADSTONE LAND CORP.
GIS GENERAL MILLS INC.
FLO FLOWERS FOODS INC.
EPC EDGEWELL PERSONAL CARE CO.
DECK DECKERS OUTDOOR CORPORATION
CVX CHEVRON CORPORATION
CPA COPA HOLDINGS S.A. CLASS A
COG CABOT OIL & GAS CORPORATION
CLX CLOROX COMPANY
CL COLGATE-PALMOLIVE COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHD CHURCH & DWIGHT CO. INC.
CAG CONAGRA BRANDS INC.
BEN FRANKLIN RESOURCES INC.
ASC ARDMORE SHIPPING
TMP TELEMEDYCYNA POLSKA
ARC AUSTRALIAN RURAL CAPITAL
AAOI APPLIED OPTOELECTRONICS INC.
KELYA KELLY SERVICES INC. CLASS A
KFRC KFORCE INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
OPY OPPENHEIMER HOLDINGS INC. CLASS A
JBSS JOHN B. SANFILIPPO & SON INC.
CNX CNX RESOURCES CORPORATION
ASGN ASGN INC
AX AXOS FINANCIAL INC.
RRBI RED RIVER BANCSHARES
CARE CARTER BANKSHARES INC
GE GENERAL ELECTRIC CO.
AVBH AVIDBANK HLDGS INC
MPTI M TRON INDUSTRIES INC
PKST PEAKSTONE REALTY TRUST
TOYO TOYO CO LTD
AEBI AEBI SCHMIDT HOLDING AG
SNDK SANDISK CORP
PBCO PBCO FINANCIAL CORP COM
- David Barden
T Quick Hit: AT&T closes Lumen fiber transaction
AT&T announced this morning that they have closed the Lumen fiber transaction. As part of this transaction, AT&T acquires over 4MM fiber locations and more than 1MM fiber customers in major markets. AT&T also acquires Lumen’s fiber build engine which should help accelerate fiber deployment. We published two comprehensive reports when the transaction was announced.
Appian To Announce Fourth Quarter and Full Year 2025 Financial Results...
Appian To Announce Fourth Quarter and Full Year 2025 Financial Results on February 19, 2026 MCLEAN, Va., Jan. 29, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: APPN) today announced that it will release financial results for the fourth quarter and full year ended December 31, 2025, before the U.S. financial markets open on Thursday, February 19, 2026. The company will host a conference call and live webcast to review its financial results and business outlook. Conference Call Details The conference call will begin at 8:30 a.m. Eastern Time. To access the call, please use this . Once registered, pa...
- David Barden
AT&T: Only modest changes to estimates following 4Q results
Earlier today, we published our quick take on AT&T’s 4Q results and our note following the earnings call where we discussed some controversies heading into today’s results. This note focuses on the model update. Our subscriber estimate changes are modest. Revenue, EBITDA and FCF are slightly higher but within the guidance range. A full refresh reflecting the new reporting structure is forthcoming.
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