reports
- Daniel Ives
- Michael Piccolo
Software Armageddon: What Comes Next?
Analyst Bio: Daniel Ives is a Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities since 2018 and has been on Wall Street for two decades covering the software and broader technology sectors.He spent the first few years of his career as a financi
- Henry Coffey
- Michael Piccolo
- David Nierengarten
- Dennis Pak
- Geoffrey Von Der Ahe
- Martin Fan
- Robert Driscoll
- Michael Piccolo
Daily Recap: GLEN/RIO, FRT, FLS, ZS, BDX/WAT, MPX/MCFT, WBD/NFLX, PATH...
Flowserve Corp. (FLS - $78.98)Announces $490 Million All-Cash Acquisition of Trillium Flow Technologies' Valves Division; Expected Close Mid-2026. FLS, a leading provider of flow control products and services for global infrastructure markets, announced on February 5, 2026, that it has signed a def
- Laura Chico
- Thomas Yip
- 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
- David Nierengarten
- Dennis Pak
- Martin Fan
- Wedbush Research
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
BIIB BIOGEN INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
DNLI DENALI THERAPEUTICS INC
SMCI SUPER MICRO COMPUTER
PASG INC.
CRSR PASSAGE BIO
ABNB CORSAIR GAMING
RBLX AIRBNB INC. CLASS A
STX ROBLOX
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Laura Chico
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Yun Zhong
LLY's FTD-GRN Study Discontinuation Net Neutral For PASG
LLY Planned to Enroll Less Severe Patients. The Dec. '25 protocol amendment increased the number of cohorts from four to five and the total target enrollment from 30 to 35 patients. The new Cohort 5 was added to enroll patients with CDR plus NACC FTLD with sum of boxes ≥0.5 and ≤9 (vs. ≥0.5 and ≤15
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Solid Earnings and A Step in Right Direction; Some Growth Challenges R...
A Closer Look at FY4Q25 (December) ResultsRevenueTotal revenue of $175.3 million (up 10% y/y) which was above both the company’s guidance range of $172.0 million and $174.0 million and the Street’s $173.2 million estimate reflecting the success of new product initiatives and strength from channel p
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Good Quarter and Outlook; Step in a Right Direction
A Closer Look at FY4Q25 (December) ResultsRevenueTotal revenue of $1.905 billion grew 15% y/y, above the company’s guidance range for revenue of $1.825 billion to $1.885 billion and above the Street’s $1.860 billion estimate reflecting solid global execution and broad-based demand for solutions par
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Prove It Mode Triggered; OP, $300 PT
Figure 1. 4Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusGuidance notes: 4Q total revenue guidance of $206B to $213B; 4Q operating income guidance of $21B to $26B.Amazon reported healthy 4Q results. Total revenue grew +13.6% Y/Y to $213.4B, ~90bps ahead of St. estimates ca
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Laura Chico
- Thomas Yip
- David Nierengarten
- Dennis Pak
- Martin Fan
- Michael Piccolo
Daily Recap: STAA, CSGP, FUBO, WBD/NFLX, FMC, GENI, SITM, BOBS, PX, DI...
CoStar Group, Inc. (CSGP - $52.34)Another Activist Enters the Fray; Publishes Letter & Presentation to Board; Expresses Disappointment With Failures to Address Destructive Capital Spending. The D.E. Shaw Group sent an open letter & presentation to the Board of CSGP on February 4, 2026, expr
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