reports
Moody's Ratings changes Altria's outlook to negative; affirms A3 senio...
Moody's Ratings (Moody's) today changed Altria Group Inc.'s (Altria) outlook to negative from stable. Moody's also affirmed Altria's A3 long term issuer rating, A3 senior unsecured notes ratings, (P)A3 senior unsecured MTN program ratings, and Prime-2 commercial paper ratings. The change to a nega...
- Jonathan Chaplin
Autumn for Broadband 1Q24
In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Industry net adds were substantially weaker in 1Q24 with all technologies seeing slower growth (except DSL which was flat). Cable was impacted the most.
Altria to Host Webcast of 2024 Annual Meeting of Shareholders
RICHMOND, Va.--(BUSINESS WIRE)-- Altria Group, Inc. (Altria) (NYSE: MO) will host a live audio webcast of its 2024 Annual Meeting of Shareholders (“2024 Annual Meeting” or “meeting”) on Thursday, May 16, 2024 at 9:00 a.m. Eastern Time. The 2024 Annual Meeting will be held virtually via live webcast. During the meeting, shareholders as of the 2024 Annual Meeting record date (March 25, 2024) will be able to vote their shares electronically and will be able to submit questions during the meeting as time permits. Although shareholders will be able to vote their shares during the meeting, they ar...
- Wedbush Research
SIVB SVB FINANCIAL GROUP
USB U.S. BANCORP
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WING WINGSTOP INC.
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
SBNY SIGNATURE BANK
RF REGIONS FINANCIAL CORPORATION
PZZA PAPA JOHN'S INTERNATIONAL INC.
PPBI PACIFIC PREMIER BANCORP INC.
PB PROSPERITY BANCSHARES INC.(R)
NYCB NEW YORK COMMUNITY BANCORP INC.
KEY KEYCORP
JACK JACK IN THE BOX INC.
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
ETSY ETSY INC.
DIN DINE BRANDS GLOBAL INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
COLB COLUMBIA BANKING SYSTEM INC.
CHUY CHUY'S HOLDINGS INC.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
CAKE CHEESECAKE FACTORY INCORPORATED
BZH BEAZER HOMES USA INC.
BXP BOSTON PROPERTIES INC.
BKU BANKUNITED INC.
BANC BANC OF CALIFORNIA INCORPORATED
GRBK GREEN BRICK PARTNERS
CFR CULLEN/FROST BANKERS INC.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
EA ELECTRONIC ARTS INC.
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
ZNGA ZYNGA INC. CLASS A
HOPE HOPE BANCORP INC.
CVNA CARVANA CO. CLASS A
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
ZG ZILLOW GROUP INC. CLASS A
TENB TENABLE HOLDINGS
AX AXOS FINANCIAL INC.
UBER UBER TECHNOLOGIES INC.
LC LENDINGCLUB CORP
SI SILVERGATE CAPITAL
U UNITY SOFTWARE
DASH DOORDASH
SOFI SOFI TECHNOLOGIES INC
APP APPLOVIN CORP
NAPA DUCKHORN PORTFOLIO INC (THE)
BROS DUTCH BROS INC
CAVA CAVA GROUP INC
- Michael Pachter
- Nick McKay
- Moshe Katri
- Spencer Lebov
Caterpillar Inc: 1 director
A director at Caterpillar Inc sold 12,881 shares at 349.214USD and the significance rating of the trade was 85/100. 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 clearl...
Gentherm Wins 2024 Automotive News PACE Innovation Partnership Award
Gentherm Wins 2024 Automotive News PACE Innovation Partnership Award NORTHVILLE, Mich., April 30, 2024 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ: THRM), the global market leader of innovative thermal management and pneumatic comfort technologies for the automotive industry and a leader in medical patient temperature management systems, was named a winner of the 2024 Automotive News PACE Innovation Partnership Award for the company’s development of ClimateSense® in collaboration with General Motors. The PACE Innovation Partnership Award recognizes exemplary collaboration between OEM and suppli...
Gentherm Reports 2024 First Quarter Results
Gentherm Reports 2024 First Quarter Results Achieved 86% Year over Year Growth in Net IncomeSecured $530M of Automotive New Business AwardsReaffirms 2024 Guidance NORTHVILLE, Mich., April 30, 2024 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ:THRM), the global market leader of innovative thermal management and pneumatic comfort technologies for the automotive industry and a leader in medical patient temperature management systems, today announced its financial results for the first quarter ending March 31, 2024. First Quarter Highlights Product revenues of $356.0 million decreased 2.1% from $36...
- Blair Levin
NSR Policy: The Interconnections of ACP, Spectrum, Title II, and the S...
In this weekend update, we reconsider our initial takes on several events last week and how they could be affected by events this week. Specifically, we look at the interplay of the FCC’s Title II Order, the Second Circuit opinion upholding New York State’s mandate for ISPs to offer low-income households a low-cost broadband offering, Senator Cantwell’s draft spectrum bill, and how all are affected by the end of ACP funding in the next few weeks.
- Moshe Katri
- Spencer Lebov
Visa Inc: 1 director
A director at Visa Inc sold 909 shares at 275.547USD and the significance rating of the trade was 54/100. 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 showing ...
- Jonathan Chaplin
Charter Model Update
This note focuses mostly on model changes. Please see separate notes reviewing results and on thoughts following the earnings call. We lowered broadband adds, revenue and EBITDA. We also expect leverage to approach 4.25x by the end of the year. This likely rules out further repurchases this year, unless EBITDA is stronger than we expect. No change to thesis, though we expect Broadband stocks to be challenged for at least next few quarters. Price target is $431 (+69%).
- Jonathan Chaplin
CHTR: quick thoughts following the call
What's new: in this note we cover the change to leverage and what it means for management’s confidence in the business, our evolving thoughts on broadband market growth, our outlook for 2Q24 for broadband adds, ARPU, and EBITDA, and thoughts on long-term pricing strategy.
- Jonathan Chaplin
CHTR 1Q24 Quick Take: Financial results in-line; subscribers soft
What's new: Revenue and EBITDA in-line; FCF low due to working capital drag (timing); subscriber metrics worse than expected. Leverage down very slightly, as expected. Investors will be very focused on what management says about leverage targets on the call. We don’t have a lot to add on results, at this stage. We touch briefly on the following: Broadband market growth Charter's broadband growth Broadband ARPU growth EBITDA growth FCF and Leverage Lumos overhang
Premier, Inc. Declares Quarterly Cash Dividend
CHARLOTTE, N.C.--(BUSINESS WIRE)-- Premier, Inc. (NASDAQ: PINC), a leading technology-driven healthcare improvement company, today announced that its Board of Directors declared a cash dividend of $0.21 per share of Class A common stock issued and outstanding. The cash dividend will be payable on June 15, 2024, to stockholders of record as of the close of business on June 1, 2024. About Premier, Inc. Premier, Inc. (NASDAQ: PINC) is a leading healthcare improvement company, uniting an alliance of more than 4,350 U.S. hospitals and health systems and approximately 300,000 other providers and...
Gentex Reports First Quarter 2024 Financial Results
Gentex Reports First Quarter 2024 Financial Results ZEELAND, Mich., April 26, 2024 (GLOBE NEWSWIRE) -- Gentex Corporation (NASDAQ: GNTX), a leading supplier of digital vision, connected car, dimmable glass and fire protection technologies, today reported financial results for the three months ended March 31, 2024. 1st Quarter 2024 Summary Net sales of $590.2 million, a new quarterly sales record, and a 7% increase compared to the first quarter of 2023Gross profit margin of 34.3%, an increase of 260 basis points from the first quarter of 2023Income from operations...
Altria Reports 2024 First-Quarter Results; Reaffirms Full-Year Guidanc...
RICHMOND, Va.--(BUSINESS WIRE)-- Altria Group, Inc. (NYSE: MO) today reports our 2024 first-quarter business results and reaffirms our guidance for 2024 full-year adjusted diluted earnings per share (EPS). “We made meaningful progress in pursuit of our Vision, and our highly profitable traditional tobacco businesses continued to perform well in a challenging environment,” said Billy Gifford, Altria’s Chief Executive Officer. “In spite of the absence of an effective regulatory environment, we saw continued early momentum from NJOY and believe our businesses are on track to deliver against ful...
- Wedbush Research
KMX CARMAX INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
GPN GLOBAL PAYMENTS INC.
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
TRNO TERRENO REALTY CORPORATION
TPH TRI POINTE HOMES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
REXR REXFORD INDUSTRIAL REALTY INC.
PSTG PURE STORAGE INC. CLASS A
PPBI PACIFIC PREMIER BANCORP INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
KPTI KARYOPHARM THERAPEUTICS
INTC INTEL CORPORATION
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
FR FIRST INDUSTRIAL REALTY TRUST INC.
FITB FIFTH THIRD BANCORP
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EWBC EAST WEST BANCORP INC.
EGP EASTGROUP PROPERTIES INC.
CVBF CVB FINANCIAL CORP.
CTMX CYTOMX THERAPEUTICS INC.
CNK CINEMARK HOLDINGS INC.
CMRX CHIMERIX INC
CCS CENTURY COMMUNITIES INC.
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
AZO AUTOZONE INC.
AAP ADVANCE AUTO PARTS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
ORLY O'REILLY AUTOMOTIVE INC.
CVNA CARVANA CO. CLASS A
MRSN MERSANA THERAPEUTICS
GTHX G1 THERAPEUTICS
SNBR SLEEP NUMBER CORPORATION
AMD ADVANCED MICRO DEVICES INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
COOP MR. COOPER GROUP INC.
PINS PINTEREST INC. CLASS A
C TEST
SWTX SPRINGWORKS THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PFSI PENNYMAC FINANCIAL SERVICES INC.
RVMD REVOLUTION MEDICINES
BDTX BLACK DIAMOND THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ORIC ORIC PHARMACEUTICALS
ZNTL ZENTALIS PHARMACEUTICALS
BEAM BEAM THERAPEUTICS
FUBO FUBOTV
COGT COGENT BIOSCIENCES INC
IMNM IMMUNOME
VOR VOR BIOPHARMA
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
FHTX FOGHORN THERAPEUTICS
STX SEAGATE TECHNOLOGY HLDGS PLC
IKNA IKENA ONCOLOGY INC
TCRX TSCAN THERAPEUTICS INC
ALIT FOLEY TRASIMENE ACQUISITION CORP
HOWL WEREWOLF THERAPEUTICS INC
GLUE MONTE ROSA THERAPEUTICS INC
CMPX COMPASS THERAPEUTICS
GMTX GEMINI THERAPEUTICS INC
JANX JANUX THERAPEUTICS INC
P PANDORA MEDIA
TYRA TYRA BIOSCIENCES INC
HR HEALTHCARE TRUST OF AMERICA INC.
NUVL NUVALENT INC
BOLD AUDENTES THERAPEUTICS
DBD DIEBOLD NIXDORF INC
NCR NCR NIGERIA
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