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WhatMarketMinds @WhatMarketMind on x 1121 followers
Created: 2025-06-03 12:42:19 UTC
$ADSK 20250522-Wells Fargo-Autodesk， Inc. (ADSK) FQ1 Results—Business as Usual
$CLDX 20250522-Wells Fargo-Celldex Therapeutics， Inc. (CLDX) Barzolvolimab in Eosinophilic Esophagitis (E
$INTU 20250522-Wells Fargo-Intuit， Inc. (INTU) FQ3 Results — Tax Is Back
$STX 20250522-Wells Fargo-Seagate Technology plc (STX) STX Analyst Day—Increase Ests Following Positive
$STX 20250522-Wells Fargo-Seagate Technology plc (STX) STX Investor Day Quick Note #2： Positive HAMR Tec
$STX 20250522-Wells Fargo-Seagate Technology plc (STX) STX Investor Day Quick Note #3： LT Model Update—L
$WDAY 20250522-Wells Fargo-Workday， Inc. (WDAY) 1Q Results—Margin Story Ahead of Schedule
$AAPL 20250523-Wells Fargo-Apple Inc. (AAPL) Trump Getting Aggressive with Apple—Bring iPhone Production
$BLCO 20250523-Wells Fargo-Bausch + Lomb Corp. (BLCO) Miebo & Xiidra Tracking Report—Data Week Ended 5162
$BCAX 20250523-Wells Fargo-Bicara Therapeutics Inc. (BCAX) Upgrading to Equal Weight—Thesis Played Out as
$SON 20250523-Wells Fargo-Sonoco Products Company (SON) SONny Weather Ahead； Double_Upgrade to OW on Imp
$6324 20250526-Deutsche Bank-Harmonic Drive Systems (6324) Two surprising and puzzling gaps； FY4Q results
$IMCR 20250526-Deutsche Bank-Immunocore (IMCR) IMCR– In ctDNA We Trust for OS. Initiate at Buy& $65sh PT
$AHCO 20250527-Deutsche Bank-AdaptHealth Corp. (AHCO) Model Update Following Q125 Results
$AXTA 20250527-Deutsche Bank-Axalta (AXTA) Outperforming but Refinish Overhang Grows
$CDR 20250527-Deutsche Bank-CD Projekt (CDR) Q1_25 Preview： Loading screen
$EPIRa 20250527-Deutsche Bank-Epiroc (EPIRa) Takeaways from the DB European Champions conference
$LTM 20250527-Deutsche Bank-Life Time Fitness Inc (LTM) Model Update， Maintain Ratings
$MAS 20250527-Deutsche Bank-Masco (MAS) Revising MAS Estimates For Lower Tariff Rate
$NDXG 20250527-Deutsche Bank-Nordex (NDXG) Takeaways from the DB European Champions conference
$A 20250528-CITI-Agilent Technologies Inc (A) F2Q25 Recap： Solid Execution Drives Beat； Guidance Mai
$1211 20250528-CITI-BYD (1211) Four Most_Asked Questions During SG Marketing
$DKS 20250528-CITI-Dick's Sporting Goods Inc (DKS) Solid Momentum Continues； Limited Info on FL Drives
$K 20250528-CITI-Kellanova (K) Moving to Neutral
$M 20250528-CITI-Macys (M) Consumer Demand Not Strong， but Better than Sentiment
$BAH 20250528-J.P. Morgan-Booz Allen Hamilton (BAH) Looking for a Reset
$ELF 20250528-J.P. Morgan-e.l.f. Beauty Inc (ELF) F4Q Beat， Yet Did Not Provide Initial FY26 Guidance；
$EPR 20250528-J.P. Morgan-EPR Properties (EPR) Slight Increase in 20262027 FFO， but Could Be More to Go
$HPQ 20250528-J.P. Morgan-HP Inc (HPQ) F2Q25 Review： Tariff Headwinds Along With Macro_Led Demand Cauti
$RADL3 20250528-J.P. Morgan-RD Saúde (RADL3) Balancing ST Challenges with LT Opportunities _ Is the Soft
$CRM 20250528-J.P. Morgan-Salesforce Inc (CRM) “I’ve Got a Fever” _ And the Only Prescription Is More Cl
$LLY 20250528-Jefferies-Lilly (LLY) LLY Doubles Down on the Pain Game
$DLG 20250529-Barclays-De'Longhi SpA (DLG) Upgrade to EW； uncertainty remains
$BIDU (BIDU) What’s New from Citi Pan_Asia Conference
$BBY 20250529-CITI-Best Buy Co Inc. (BBY) Mixed Print with Lack of SSS Upside； If Not Now， When？
$BBY 20250529-CITI-Best Buy Co Inc. (BBY) Model Update
$CIA 20250529-CITI-Champion Iron Limited (CIA) FY25 EBITDA in line with Citi & VA
$CHRD 20250529-CITI-Chord Energy Corp (CHRD) How Far Can 3_Miles Actually Go？
$1093 20250529-CITI-CSPC Pharma (1093) Expect More Out_Licensing Deals after Anticipated Weak 1Q25
$GENM 20250529-CITI-Genting Malaysia (GENM) Trim TP to RM2.65 to Reflect Soft VIP Volumes at RWG
$GENT 20250529-CITI-Genting (GENT) Maintain Buy： Trading at 34％ NAV Discount， _1 S.D. Below Mean
$7267 20250529-CITI-Honda Motor (7267) Analyzing Honda’s theoretical value_currently trading below value
$HPQ 20250529-CITI-HP Inc (HPQ) Revises FY25 Outlook Down On Higher Than Expected Tariff Related Costs
$IJMS 20250529-CITI-IJM (IJMS) FY25 results beat expectations； guiding strong FY26 targets
$KAPq 20250529-CITI-Kazatomprom JSC (KAPq) Q1’25 results – earnings slightly light due to one_offs； solid
$MRDI 20250529-CITI-MR D.I.Y. (MRDI) What’s new from Citi Pan_Asia Conference
$MUVGn 20250529-CITI-Munich Re (MUVGn) Model update post 1Q’25 results
$PSTG 20250529-CITI-Pure Storage， Inc. (PSTG) Sustained Demand & Guidance Reiterated Amidst MacroTariff
$CRM 20250529-CITI-Salesforce Inc (CRM) Mixed Q1； Agentforce Still a “Show_Me” Story
$4186 20250529-CITI-Tokyo Ohka Kogyo (4186) Update： Safe to take earnings strength at face value
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Related Topics stx $stx tax bracket $adsk autodesk inc stocks technology $cldx $intu