reports
- 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
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Good Earnings With a Focus on Mojo Looking Ahead
A Closer Look at FY4Q25 (December) ResultsKey MeasuresTotal revenue came in at $87.1 million (roughly flat y/y) came in-line with the company’s guidance of $84.9 million to $88.9 million and slightly above the Street’s estimate of $86.5 million primarily due to an increase of $3.9 million or 7.3% i
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Speed Bumps Ahead; Underperform, $13 PT
Figure 1. 4Q25 ResultsSource: Company reports, Wedbush Estimates, FactSet ConsensusTotal rides below expectations; adj. EBITDA ahead of consensus. Lyft reported total bookings of $5.1B (+18.6% Y/Y), in line with consensus. The company reported total revenue of $1.6B (+2.7% Y/Y), below expectations
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Solid Earnings and Momentum into 2026; PT to $190
A Closer Look at FY4Q25 (December) ResultsRevenueTotal revenue of $953.2 million (up 29% y/y + 8% q/q) came in well above both the company’s guidance range of $912.0 million to $916.0 million and the Street’s $917.6 million estimate as the company is strong broad-based demand for the DDOG platform
- David Nierengarten
- Dennis Pak
- Martin Fan
- Laura Chico
- Thomas Yip
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Henry Coffey
- Michael Piccolo
Daily Recap: CYBR/PANW, EWCZ, CCO, PLBY, UNF/CTAS, YEXT, SSP/SBGI, HZO...
European Wax Center, Inc. (EWCZ - $4.00)Announces $330 Million Take-Private All-Cash Acquisition; Offer Value $5.80/share; Expected Close Mid-2026. EWCZ announced on February 10, 2026, that it has entered into a definitive agreement to be taken private by General Atlantic, a leading global investor
- 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
- Antoine Legault
- Matthew Bryson
TSLA TESLA 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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
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
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
APRE INC.
NUVB APREA THERAPEUTICS
STX NUVATION BIO INC (A)
GFS SEAGATE TECHNOLOGY HLDGS PLC
SLDB GLOBALFOUNDRIES INC
SOLID BIOSCIENCES INC
- David Nierengarten
- Dennis Pak
- Martin Fan
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