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Pierre FerraguÊ
  • Pierre FerraguÊ

Capex, re-platforming, AMD ramp, auto and industrial recovery. Tech we...

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 33 names we followed last week, click the link below.

Michael Piccolo
  • Michael Piccolo

Daily Recap: LLY, BILL, NEXN, VAL/RIG, WBD/NFLX, TGNA/NXST, WMB, FDX, ...

BILL Holdings, Inc. (BILL - $48.94)News Reports Potential Acquisition Talks; Recall Company Targeted by Multiple Activists.According to Bloomberg, private equity firm Hellman & Friedman has been in talks to acquire BILL, a business payments & financial software platform, with the buyout gro

Ben Harwood ... (+2)
  • Ben Harwood
  • Pierre FerraguÊ

Uber 4Q25: Robotaxi datapoints support our thesis. Buy, $115

Uber reported 4Q25 earnings yesterday. Please click the link below for our take on the print.

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Arista Networks Inc: 1 director

A director at Arista Networks Inc sold 8,000 shares at 140.434USD and the significance rating of the trade was 68/100. 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 cle...

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt

Short-Term Good, Long-Term Bad; Neutral, $75 PT

Figure 1. 4Q25 Results vs. ExpectationsSource: Company reports, Visible Alpha consensusUber reported solid 4Q results and offered a mixed 1Q guide versus expectations. 4Q gross bookings grew +22.5% Y/Y ($54.1B), ahead of consensus by ~200bps and exceeding the high end of management's guidance range

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/TenneT, Infineon, Real Estate Outlook 2026

German state takes 25.1% of TenneT Germany / Infineon reports an acquisition, good results, and a revised guidance / Real estate outlook 2026.

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt
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