reports
- Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
STAA STAAR SURGICAL CO.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BBY BEST BUY CO. INC.
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
ANAB ANAPTYSBIO INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
SRRK SCHOLAR ROCK HOLDING CORPORATION
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
PASG INC.
BEAM PASSAGE BIO
DASH BEAM THERAPEUTICS
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
IMNM PALANTIR TECHNOLOGIES
SANA IMMUNOME
XMTR SANA BIOTECHNOLOGY
STX XOMETRY
TTD INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX THE TRADE DESK
PRME INC.
APGE GLOBALFOUNDRIES INC
CART MOONLAKE IMMUNOTHERAPEUTICS
IMA PRIME MEDICINE INC
VOYG APOGEE THERAPEUTICS INC
MAPLEBEAR INC.
IMAGENEBIO INC.
VOYAGER TECHNOLOGIES INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
4Q25 Postmortem: Evaluating AI Risk in the Current Landscape
In this report, we establish an initial framework to assess exposure to AI-enabled risk across our coverage group. Specifically, we evaluate the risk of replacement, disintermediation, or both. Our framework measures structural defensibility and business model differentiation against the difficulty
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
CART THE TRADE DESK
INC.
MAPLEBEAR INC.
- VRS RESEARCH TEAM
PALANTIR TECHNOLOGIES INC. [Bloomberg ticker: PLTR:US] Equity Research...
Palantir is transitioning into a scaled, commercially relevant AI platform provider. Historically defined by its government contracts, the company has reoriented its strategy around productized, enterprise-grade AI, most notably through the rapid expansion of its AIP. This shift has accelerated U.S. commercial growth, expanded margins, and established a pathway to durable profitability. Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigatio...
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- 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.
TRIP TRIPADVISOR INC.
SRPT SAREPTA THERAPEUTICS 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.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY 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
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
OVID OVID THERAPEUTICS
ISR ISORAY
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
BKNG BOOKING HOLDINGS INC.
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
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
OCUP LARIMAR THERAPEUTICS INC
PRAX OCUPHIRE PHARMA INC
COGT PRAXIS PRECISION MEDICINES
U COGENT BIOSCIENCES INC
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
VRDN AIRBNB INC. CLASS A
PLTK VIRIDIAN THERAPEUTICS INC
NUVB PLAYTIKA HOLDING
RBLX NUVATION BIO INC (A)
DAWN ROBLOX
TNGX DAY ONE BIOPHARMACEUTICALS INC
STX TANGO THERAPEUTICS
HOWL INC
APP SEAGATE TECHNOLOGY HLDGS PLC
TTD WEREWOLF THERAPEUTICS INC
QUBT APPLOVIN CORP
GFS THE TRADE DESK
GMTX INC.
TYRA QUANTUM COMPUTING INC
EWTX GLOBALFOUNDRIES INC
SLDB GEMINI THERAPEUTICS INC
DDI TYRA BIOSCIENCES INC
APGE EDGEWISE THERAPEUTICS INC
EMBRAC B SOLID BIOSCIENCES INC
DNTH DOUBLEDOWN INTERACTIVE CO LTD
CART APOGEE THERAPEUTICS INC
NATL EMBRACER GROUP AB
CGON DIANTHUS THERAPEUTICS INC
ORKA MAPLEBEAR INC.
BCAX NCR ATLEOS CORPORATION
ZBIO CG ONCOLOGY INC
TLX ORUKA THERAPEUTICS INC
MAZE BICARA THERAPEUTICS INC.
JBIO ZENAS BIOPHARMA INC.
TELIX PHARMACEUTICALS LIMITED
MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
- Alicia Reese
- Kade Barr
- Matthew McCartney
Acuity to Announce Fiscal 2026 Second-Quarter Results on April 2, 2026
Acuity to Announce Fiscal 2026 Second-Quarter Results on April 2, 2026 ATLANTA, Feb. 27, 2026 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI) (the “Company”) will release fiscal 2026 second-quarter results on Thursday, April 2, 2026 at 6:00 a.m. ET, followed by a conference call at 8:00 a.m. ET. Neil Ashe, Chief Executive Officer of Acuity Inc., will lead the call. The webcast, earnings release, and supplemental presentation can be accessed via the Investor Relations section of the Company's at on Thursday, April 2, 2026. The online replay will remain available for a limited time following...
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Counting Clicks: January '26 Traffic Trends
Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CART MAPLEBEAR INC.
- Jonathan Moreland
nVent Reschedules 2026 Investor Day to March 18, 2026
nVent Reschedules 2026 Investor Day to March 18, 2026 LONDON, Feb. 25, 2026 (GLOBE NEWSWIRE) -- nVent Electric plc (NYSE: NVT) (“nVent”), a global leader in electrical connection and protection solutions, today announced that it has rescheduled its 2026 Investor Day to March 18, 2026. The event was originally planned for February 24 but was postponed following a state of emergency declared for the New York City metropolitan area ahead of a major winter storm. The updated Investor Day will feature presentations from Beth Wozniak, nVent chair and chief executive officer, and members of the...
Gentex Announces First Quarter 2026 Cash Dividend
Gentex Announces First Quarter 2026 Cash Dividend ZEELAND, Mich., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Gentex Corporation (NASDAQ: GNTX), the Zeeland, Michigan-based supplier of digital vision, connected car, dimmable glass, fire protection technologies, medical devices, and consumer electronics, today announced that its Board of Directors recently declared a quarterly cash dividend of $0.12 (12 cents) per share that will be payable April 22, 2026, to shareholders of record of the common stock at the close of business on April 8, 2026. About the CompanyFounded in 1974, Gentex Corporation (T...
- Jonathan Moreland
TYL TYLER TECHNOLOGIES INC.
SBCF SEACOAST BANKING CORPORATION OF FLORIDA
HTGC HERCULES CAPITAL INC.
HCI HCI GROUP INC.
CGNX COGNEX CORPORATION
CAR AVIS BUDGET GROUP INC.
TZOO TRAVELZOO
KYN KAYNE ANDERSON MLP INVESTMENT CO.
ITIC INVESTORS TITLE CO.
HLNE HAMILTON LANE INCORPORATED CLASS A
SSTI SHOTSPOTTER
UBER UBER TECHNOLOGIES INC.
NBR NABORS INDUSTRIES LTD.
RBLX ROBLOX
BLCO BAUSCH + LOMB CORP
CVI CVR ENERGY
GF INC.
THE NEW GERMANY FUND
INC.
- Jonathan Moreland
TYL TYLER TECHNOLOGIES INC.
SBCF SEACOAST BANKING CORPORATION OF FLORIDA
HTGC HERCULES CAPITAL INC.
HCI HCI GROUP INC.
CGNX COGNEX CORPORATION
CAR AVIS BUDGET GROUP INC.
TZOO TRAVELZOO
KYN KAYNE ANDERSON MLP INVESTMENT CO.
ITIC INVESTORS TITLE CO.
HLNE HAMILTON LANE INCORPORATED CLASS A
SSTI SHOTSPOTTER
UBER UBER TECHNOLOGIES INC.
NBR NABORS INDUSTRIES LTD.
RBLX ROBLOX
BLCO BAUSCH + LOMB CORP
CVI CVR ENERGY
GF INC.
THE NEW GERMANY FUND
INC.
Robinhood Markets, Inc. to Present at the Citizens Technology Conferen...
Robinhood Markets, Inc. to Present at the Citizens Technology Conference on March 2, 2026 MENLO PARK, Calif., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Robinhood Markets, Inc. (“Robinhood”) (NASDAQ: HOOD) today announced that it will be participating in the upcoming Citizens Technology Conference on Monday, March 2, 2026. Robinhood’s Chief Financial Officer Shiv Verma is scheduled to present on Monday, March 2, 2026, at 2:00 PM ET / 11:00 AM PT. Interested parties may access a live audio webcast of the presentation by visiting . Following the presentation, a recording will be available for repla...
nVent Postpones Investor Day due to Weather-related State of Emergency...
nVent Postpones Investor Day due to Weather-related State of Emergency Declared in New York City Metropolitan Area LONDON, Feb. 22, 2026 (GLOBE NEWSWIRE) -- nVent Electric plc (NYSE: NVT) (“nVent”), a global leader in electrical connection and protection solutions, today announced that it is postponing its Investor Day, originally scheduled for February 24, 2026, due to a state of emergency declared for the New York metropolitan area ahead of a major winter storm, expected to bring blizzard conditions. nVent is currently evaluating scheduling options. A formal invitation will be issued o...
Allegion Plc: 1 director
A director at Allegion Plc sold 1,400 shares at 162.161USD and the significance rating of the trade was 51/100. 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 sh...
nVent Adds Mellinda Devese as Chief Supply Chain Officer
nVent Adds Mellinda Devese as Chief Supply Chain Officer Integrated supply chain leader will drive growth, transformation, and operational excellence LONDON, Feb. 20, 2026 (GLOBE NEWSWIRE) -- nVent Electric plc (NYSE: NVT) ("nVent"), a global leader in electrical connection and protection solutions, today announced the hiring of Mellinda Devese as Executive Vice President and Chief Supply Chain Officer, effective March 16, 2026. Devese will report directly to nVent Chair and CEO Beth Wozniak and lead nVent’s global, end-to-end integrated supply chain including manufacturing operations, ...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
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
EBAY EBAY INC.
AXTI AXT INC.
ARDX ARDELYX INC
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
NICE NICE LTD
PRAX PRAXIS PRECISION MEDICINES
TVTX TRAVERE THERAPEUTICS INC
PLTK PLAYTIKA HOLDING
BUR BURFORD CAPITAL
RBLX ROBLOX
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SYRE SPYRE THERAPEUTICS INC.
BCAX BICARA THERAPEUTICS INC.
TLX TELIX PHARMACEUTICALS LIMITED
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