reports
- Martin Marandon-Carlhian
- Stephane Houri
- 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
- 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
- Pierre FerraguÊ
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Christophe-Raphaël Ganet
- Martin Marandon-Carlhian
- Stephane Houri
- Thomas Zlowodzki
PUB PUBLICIS GROUPE SA
EQNR EQUINOR ASA
SOP SOPRA STERIA GROUP SA
KPN ROYAL KPN NV
DBK DEUTSCHE BANK AG
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
INF INFOTEL SA
SRT3 SARTORIUS AG PREF
ASY ASSYSTEM SA
OMV OMV AG
AMUN AMUNDI SA
SWP SWORD GROUP SE
AUB AUBAY SA
DSV DSV PANALPINA A/S
ATE ALTEN SA
CARL B CARLSBERG A/S CLASS B
CAP CAPGEMINI SE
SPL SANTANDER BANK POLSKA SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
DIM SARTORIUS STEDIM BIOTECH SA
ALSN ALSO HOLDING AG
SNP PETROM S.A.
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
GSK GSK PLC
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
NOVO B NOVO NORDISK A/S
ATO ATOS SE
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Christophe-Raphaël Ganet
- Martin Marandon-Carlhian
- Stephane Houri
- Thomas Zlowodzki
PUB PUBLICIS GROUPE SA
EQNR EQUINOR ASA
SOP SOPRA STERIA GROUP SA
KPN ROYAL KPN NV
DBK DEUTSCHE BANK AG
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
INF INFOTEL SA
SRT3 SARTORIUS AG PREF
ASY ASSYSTEM SA
OMV OMV AG
AMUN AMUNDI SA
SWP SWORD GROUP SE
AUB AUBAY SA
DSV DSV PANALPINA A/S
ATE ALTEN SA
CARL B CARLSBERG A/S CLASS B
CAP CAPGEMINI SE
SPL SANTANDER BANK POLSKA SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
DIM SARTORIUS STEDIM BIOTECH SA
ALSN ALSO HOLDING AG
SNP PETROM S.A.
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
GSK GSK PLC
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
NOVO B NOVO NORDISK A/S
ATO ATOS SE
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
New Power Module Enhances AI Data Center Power Density and Efficiency
New Power Module Enhances AI Data Center Power Density and Efficiency Microchip’s MCPF1525 power module with PMBus™ delivers 25A DC-DC power, stackable up to 200A CHANDLER, Ariz., Feb. 03, 2026 (GLOBE NEWSWIRE) -- The increasing AI and high-performance computing workloads demand power solutions that combine efficiency, reliability and scalability. Integrated power modules help streamline design, reduce energy use and deliver the stable performance required for advanced data centers. Microchip Technology (Nasdaq: MCHP) today announces the launch of the , a highly integrated device with a...
- Pierre FerraguÊ
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
NFLX NETFLIX INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
OVID OVID THERAPEUTICS
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT 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
STRO SUTRO BIOPHARMA
UBER UBER TECHNOLOGIES INC.
GOSS GOSSAMER BIO
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ZNTL KEROS THERAPEUTICS
BEAM ZENTALIS PHARMACEUTICALS
LRMR BEAM THERAPEUTICS
PRAX LARIMAR THERAPEUTICS INC
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
VRDN DOORDASH
PLTK VIRIDIAN THERAPEUTICS INC
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
STX DAY ONE BIOPHARMACEUTICALS INC
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
GMTX GLOBALFOUNDRIES INC
TYRA GEMINI THERAPEUTICS INC
EWTX TYRA BIOSCIENCES INC
SLDB EDGEWISE THERAPEUTICS INC
APGE SOLID BIOSCIENCES INC
DNTH APOGEE THERAPEUTICS INC
CGON DIANTHUS THERAPEUTICS INC
ORKA CG ONCOLOGY INC
BCAX ORUKA THERAPEUTICS INC
ZBIO BICARA THERAPEUTICS INC.
TLX ZENAS BIOPHARMA INC.
MAZE TELIX PHARMACEUTICALS LIMITED
JBIO MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
PASG INC.
ABNB PASSAGE BIO
RBLX AIRBNB INC. CLASS A
STX ROBLOX
QUBT SEAGATE TECHNOLOGY HLDGS PLC
GFS QUANTUM COMPUTING INC
RGTI GLOBALFOUNDRIES INC
QBTS RIGETTI COMPUTING INC
IONQ D-WAVE QUANTUM INC.
SNDK IONQ INC
SANDISK CORP
Microchip Technology Inc: 1 director
A director at Microchip Technology Inc sold 98,814 shares at 80.554USD 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 two year...
- Pierre FerraguÊ
PIC32CM PL10 MCUs Expand Microchip’s Arm® Cortex®-M0+ Portfolio
PIC32CM PL10 MCUs Expand Microchip’s Arm® Cortex®-M0+ Portfolio Low-power, 5V-capable devices deliver high performance while preserving low system complexity and costs CHANDLER, Ariz., Jan. 29, 2026 (GLOBE NEWSWIRE) -- Building on decades of experience in serving embedded applications where low power, affordability and ease of development are critical, Microchip Technology (Nasdaq: MCHP) has added to its PIC32C family of Arm® Cortex®-M0+ core devices. PL10 MCUs feature a rich set of Core Independent Peripherals (CIPs), 5V operation, touch capabilities, integrated toolsets and safety co...
- Michael Piccolo
Daily Recap: WBD/NFLX, ALKT, VSEC, IP, MOD/THRM, JOBY, INMD, AES, HON,...
Warner Bros. Discovery, Inc. (WBD - $27.98) and Netflix Inc. (NFLX - $84.64)News Reports Paramount Is Not Prepared to Bid Higher. According to Variety, David Ellison's Paramount Skydance (PSKY) has pursued a hostile $30-per-share all-cash takeover bid for WBD (total enterprise value of $108.4 billi
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