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Wedbush Research
  • Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BZH BEAZER HOMES USA INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
INOD INNODATA
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
CVCO CAVCO INDUSTRIES INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ROKU ROKU INC. CLASS A
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
UBER UBER TECHNOLOGIES INC.
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
PLTR PALANTIR TECHNOLOGIES
VRDN VIRIDIAN THERAPEUTICS INC
IMNM IMMUNOME
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
DAWN DAY ONE BIOPHARMACEUTICALS INC
STX SEAGATE TECHNOLOGY HLDGS PLC
ATXS ASTRIA THERAPEUTICS INC
GFS GLOBALFOUNDRIES INC
GMTX GEMINI THERAPEUTICS INC
VIGL VIGIL NEUROSCIENCE INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
APGE APOGEE THERAPEUTICS INC
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
DNTH DIANTHUS THERAPEUTICS INC
TLX TELIX PHARMACEUTICALS LIMITED
MAZE MAZE THERAPEUTICS INC
Daniel Ives ... (+3)
  • Daniel Ives
  • Matthew Weiss
  • Scott Devitt

Expectations Investing; OP, $250 PT

Figure 1. 2Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusGuidance notes: 2Q total revenue guidance of $159B to $164B; 2Q operating income guidance of $13.0B to $17.5B.In 2Q, total revenues grew +13.3% Y/Y, ~3% ahead of expectations, driven by outperformance across all segm

Dan Salmon
  • Dan Salmon

Amazon (AMZN, Buy, $260 target) AWS’s day is coming, but today is not ...

In this first take following tonight’s results, we focus on: 1. AWS revenue growth beats consensus but the real question is 2H acceleration 2. Increased 2025 capex guidance no surprise but no early hints for 2026 3. Custom silicon, price, and incumbent workloads define the long-term AWS AI strategy 4. Tariff uncertainty weighs on retail outlook, but underlying fundamentals remain strong

 PRESS RELEASE

Laureate Education Reports Financial Results for the Second Quarter an...

Laureate Education Reports Financial Results for the Second Quarter and Six Months Ended June 30, 2025 Company Increases Full-Year 2025 Guidance MIAMI, July 31, 2025 (GLOBE NEWSWIRE) -- Laureate Education, Inc. (NASDAQ: LAUR), which operates five higher education institutions across Mexico and Peru, today announced financial results for the second quarter and six months ended June 30, 2025. Second Quarter 2025 Highlights (compared to second quarter 2024): On a reported basis, revenue increased 5% to $524.2 million. On an organic constant currency basis1, revenue increased 10% ...

 PRESS RELEASE

Verizon to redeem debt securities on September 3, 2025

Verizon to redeem debt securities on September 3, 2025 NEW YORK, July 31, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, NASDAQ: VZ) today announced that it will redeem, in whole, the following notes on September 3, 2025 (the “Redemption Date”): I.D. NumberTitle of SecurityNYSE Trading SymbolPrincipal AmountOutstandingCUSIP: 92343V BW3ISIN: XS1030900242Common Code: 1030900243.25% Notes due 2026 (the “Notes”)VZ 26€842,980,000 The redemption price for the Notes will be equal to the greater of (i) 100% of the principal amount of the Notes being redeemed, or (ii) ...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: July 30, 2025

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

Enterprise Products Partners LP: 1 director

A director at Enterprise Products Partners LP bought 16,000 shares at 31.554USD 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...

Daniel Ives ... (+3)
  • Daniel Ives
  • Matthew Weiss
  • Scott Devitt
Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: July 29, 2025

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

H&R Block to Release Fiscal 2025 Results on August 12, 2025

H&R Block to Release Fiscal 2025 Results on August 12, 2025 KANSAS CITY, Mo., July 29, 2025 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) will report fourth quarter and fiscal 2025 full year results on Tuesday August 12, 2025, after the New York Stock Exchange market close. At that time, a copy of the press release and presentation will be available on the company's investor relations website at . A conference call for analysts, institutional investors, and shareholders will be held at 4:30 p.m. Eastern time on Tuesday, August 12, 2025. During the conference call the company will give ...

 PRESS RELEASE

Rooted in New York City. Building the Future. Verizon announces new Ma...

Rooted in New York City. Building the Future. Verizon announces new Manhattan headquarters at Vornado’s PENN 2 Key Highlights: The new headquarters will serve as the hub for approximately 1,000 corporate employees beginning in 2026Verizon signed a long-term lease to occupy more than 195,000 square feet of premier office space across multiple floorsNew flagship retail store to open on nearby Seventh AvenueVerizon has more than 400 retail locations across all five boroughs, as well as administrative offices, technical locations and garage centers operated by nearly 6,000 Verizon employees in...

 PRESS RELEASE

MEDIA ALERT: Verizon Unplugged with Mel Robbins: Phone-Life Balance fo...

MEDIA ALERT: Verizon Unplugged with Mel Robbins: Phone-Life Balance for the Whole Family Verizon Unplugged with Mel Robbins NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- WHAT: Verizon is teaming up with award-winning podcast host, NYT #1 Best-selling author Mel Robbins to share tips on how you and your family can build a healthy relationship with your phones. For one night only, join us for a live conversation with this sought after expert in mindset, behavior change and life improvement — with a special appearance from her son, Oakley. WHO: Mel Robbins, alongside her son O...

Pierre FerraguÊ
  • Pierre FerraguÊ

2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 22 names we followed last week, follow the link below.

Amazon Com Inc: 1 director

A director at Amazon Com Inc sold 4,154,098 shares at 229.719USD 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 clea...

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