reports
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
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
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
NFLX NETFLIX INC.
HNSA HANSA BIOPHARMA AB
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
DT DYNATRACE INC.
SMCI SUPER MICRO COMPUTER
BEAM INC.
U BEAM THERAPEUTICS
DAWN UNITY SOFTWARE
FNMA DAY ONE BIOPHARMACEUTICALS INC
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
GLOBALFOUNDRIES INC
- Laura Chico
- Thomas Yip
- Antoine Legault
- Matthew Bryson
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Good Quarter With Some Bumps in the Road; Still Very Bullish With PT a...
A Closer Look at FY4Q25 (December) ResultsRevenueTotal revenue increased 3% y/y to $504.3 million, which was above the Street’s expectation of $491.8 million as the company executes on and monetizes the strong demand for Pega Blueprint.Total ACV grew 17% y/y (14% y/y in CC) to $1.608 billion, above
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Antoine Legault
- Matthew Bryson
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
AXTI AXT 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
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Yun Zhong
- David Nierengarten
- Dennis Pak
- Martin Fan
- David Nierengarten
- Dennis Pak
- Martin Fan
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Relentless Software Beatdown Overwhelms Strong Results; OP, $160 PT
Figure 1. 4Q25 ResultsSource: Company documents, Wedbush estimates, Visible Alpha consensus4Q results healthy versus expectations. Shopify delivered 4Q GMV of $123.8B (+31.1% Y/Y) vs. consensus of $121.4B (+28.6% Y/Y), and total revenue of $3.7B (+30.6% Y/Y), approximately ~2% above St. expectation
- David Nierengarten
- Dennis Pak
- Martin Fan
- Geoffrey Von Der Ahe
- Robert Driscoll
- Henry Coffey
- Michael Piccolo
- Michael Piccolo
Daily Recap: CYBR/PANW, WBD/NFLX, QXO, GLDD, TGNA/NXST, LSEG, TDC, KHC...
Warner Bros. Discovery (WBD - $27.80) and Netflix Inc. (NFLX - $82.21)Activist Ancora ReleasesPresentation Regarding its Strong Opposition to the Currently Proposed Merger. Ancora Holdings Group, a nearly $11 billion firm with an ~$200 million economic interest in WBD, announced on February 11, 202
- Antoine Legault
- Matthew Bryson
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.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
AXTI AXT 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
LYFT LYFT
PINS PINTEREST INC. CLASS A
DT DYNATRACE INC.
DDOG DATADOG INC CLASS A
SMCI SUPER MICRO COMPUTER
STX INC.
CCSI SEAGATE TECHNOLOGY HLDGS PLC
GFS CONSENSUS CLOUD SOLUTIONS INC
GMTX GLOBALFOUNDRIES INC
DNTH GEMINI THERAPEUTICS INC
CART DIANTHUS THERAPEUTICS INC
MAPLEBEAR INC.
- Antoine Legault
- Matthew Bryson
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Good Earnings With a Key Few Quarters Ahead on Growth Path
A Closer Look at FY3Q26 (December) ResultsRevenueTotal revenue of $515.5 million (up 18% y/y, 16% y/y in CC) came in above both the company's guidance range of $503.0 million to $508.0 million and the Street's $505.8 million estimate driven by strong net new ARR in the quarter. Net new ARR was $75
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