#  @BottomUpEquity Bottom Up Equity Bottom Up Equity posts on X about target, strong, business, beat the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1210261458736553984/interactions)  - [--] Week [------] +184% - [--] Month [-------] +38% - [--] Months [-------] +5,457,407% - [--] Year [-------] +50,465% ### Mentions: [--] [#](/creator/twitter::1210261458736553984/posts_active)  - [--] Month [---] -28% - [--] Months [---] +80,000% - [--] Year [---] +13,267% ### Followers: [-----] [#](/creator/twitter::1210261458736553984/followers)  - [--] Week [-----] +3.70% - [--] Month [-----] +13% - [--] Months [-----] +401% - [--] Year [-----] +341% ### CreatorRank: [-------] [#](/creator/twitter::1210261458736553984/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 82.5% [finance](/list/finance) 19% [cryptocurrencies](/list/cryptocurrencies) 11.5% [technology brands](/list/technology-brands) 8.5% [countries](/list/countries) 2.5% [social networks](/list/social-networks) 1% [currencies](/list/currencies) 0.5% [fashion brands](/list/fashion-brands) 0.5% [automotive brands](/list/automotive-brands) 0.5% **Social topic influence** [target](/topic/target) 11%, [strong](/topic/strong) 11%, [business](/topic/business) 5.5%, [beat](/topic/beat) 5.5%, [growth](/topic/growth) 5%, [ai](/topic/ai) 4.5%, [summary](/topic/summary) #838, [rating](/topic/rating) #1727, [we are](/topic/we-are) 3%, [the year](/topic/the-year) 2.5% **Top accounts mentioned or mentioned by** [@brunocptn](/creator/undefined) [@kh2014000](/creator/undefined) [@nothingburger16](/creator/undefined) [@bigblockvette69](/creator/undefined) **Top assets mentioned** [ResMed Inc. (RMD)](/topic/$rmd) [Waste Connections, Inc. (WCN)](/topic/$wcn) [GFL Environmental Holdings Inc. (GFL)](/topic/$gfl) [Inspect (INSP)](/topic/$insp) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Zoetis Inc (ZTS)](/topic/$zts) [S&P Global Inc (SPGI)](/topic/$spgi) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Salesforce Inc (CRM)](/topic/$crm) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Waste Management, Inc. (WM)](/topic/$wm) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Celldex Therapeutics, Inc (CLDX)](/topic/$cldx) [Paychex, Inc. (PAYX)](/topic/$payx) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [Boston Scientific Corporation (BSX)](/topic/boston-scientific) [Basilisk (BSX)](/topic/$bsx) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Maplebear Inc. (CART)](/topic/$cart) [Danaher Corporation (DHR)](/topic/$dhr) [Elanco Animal Health Incorporated Common Stock (ELAN)](/topic/$elan) [Nyxoah SA (NYXH)](/topic/$nyxh) [Cooper Companies, Inc. (COO)](/topic/$coo) [RAI Finance (SOFI)](/topic/$sofi) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [Palo Alto Networks Inc (PANW)](/topic/$panw) [McGraw Hill, Inc. (MH)](/topic/$mh) [Crocs, Inc. (CROX)](/topic/$crox) [VF Corp (VFC)](/topic/$vfc) [Hershey Co (HSY)](/topic/$hsy) [Vital Farms, Inc. (VITL)](/topic/$vitl) [Autodesk Inc (ADSK)](/topic/$adsk) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Abbott Laboratories (ABT)](/topic/abbott-laboratories) [Arcblock (ABT)](/topic/$abt) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [United Parcel Service, Inc. (UPS)](/topic/united-parcel-service) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [Orochi Network (ON)](/topic/$on) [Applied Materials, Inc. (AMAT)](/topic/$amat) [BABB (BAX)](/topic/$bax) [RXO, Inc. (RXO)](/topic/$rxo) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Centrus Energy Corp. (LEU)](/topic/$leu) [Waters Corporation (WAT)](/topic/waters-corporation) [Wat (WAT)](/topic/$wat) ### Top Social Posts Top posts by engagements in the last [--] hours "$CRM Salesforce Preview: All Eyes On Agentforce Summary: Like most of the software group CRM shares have started the year on the wrong foot ((25%) YTD (21%) IGV) with broader software sentiment turning sour. Agentforce adoption and usage remains the most important measure of the durability of the business for a number of reasons: defending against AI incumbents causing a halo-effect for core cloud adoption and consumption driving upside to numbers among other reasons. Our checks pointed to a continuation of the steady progression towards Salesforce's agentic enterprise goals. Additionally we" [X Link](https://x.com/BottomUpEquity/status/2019511992034246717) 2026-02-05T20:42Z [----] followers, [----] engagements "$BAX Baxter International 4Q25 Sales Better Than Expected But Margins/EPS Fall Short.Along With Below-Consensus [----] Guide https://twitter.com/i/web/status/2022074837741760705 https://twitter.com/i/web/status/2022074837741760705" [X Link](https://x.com/BottomUpEquity/status/2022074837741760705) 2026-02-12T22:26Z [----] followers, [---] engagements "STIFEL Fundamental Thesis Unchanged; We Are Buyers on Weakness $CHRW $ODFL $RXO https://twitter.com/i/web/status/2022303306794570104 https://twitter.com/i/web/status/2022303306794570104" [X Link](https://x.com/BottomUpEquity/status/2022303306794570104) 2026-02-13T13:34Z [----] followers, [---] engagements "$AJG Arthur J. Gallagher & Co. - 4Q25 Investor Day Note: Trimming EPS and TP; Maintain MP Rating Summary: We maintain our Market Perform rating on AJGs shares and lower our target price to $272 (20.2x our 2026E EPS) from $275 following its 4Q25 investor meeting. We lower our 2025E/2026E/2027E EPS to $10.70/$13.45/$14.85 from $10.85/ $13.60/$14.90 assuming slightly lower 2025/2026 organic revenue growth and lower Brokerage EBITDAC margins. We believe the shares current valuation fairly balances AJGs consistently excellent execution and continued prospects for organic and inorganic growth and" [X Link](https://x.com/BottomUpEquity/status/2001567472575517120) 2025-12-18T08:17Z [----] followers, [---] engagements "$CRDO Credo Announces Significantly Raised Revenue Guidance for F3Q26E (Jan) Signaling Continued NT Demand Strength; Reiterate Buy https://twitter.com/i/web/status/2021200529276215479 https://twitter.com/i/web/status/2021200529276215479" [X Link](https://x.com/BottomUpEquity/status/2021200529276215479) 2026-02-10T12:32Z [----] followers, [----] engagements "$LEU Centrus Energy Noisy Quarter and Guidance Weighs on the Shares; Maintain Buy https://twitter.com/i/web/status/2021902098011488387 https://twitter.com/i/web/status/2021902098011488387" [X Link](https://x.com/BottomUpEquity/status/2021902098011488387) 2026-02-12T10:59Z [----] followers, [----] engagements "$ALAB Astera Labs Thoughts on Stock Sell-Off Following ALAB's 4Q25 Print $ALAB Astera Labs Investing Now for a Brighter Future: Highlights from ALAB's Dec Q Print and Mar Q Guide; Buy https://t.co/d1kiNG4uSU $ALAB Astera Labs Investing Now for a Brighter Future: Highlights from ALAB's Dec Q Print and Mar Q Guide; Buy https://t.co/d1kiNG4uSU" [X Link](https://x.com/BottomUpEquity/status/2021932050937160028) 2026-02-12T12:59Z [----] followers, [----] engagements "$WCN Waste Connections Post Call Thoughts: Underlying Core Business Improving But ETLF Creating More Uncertainty https://twitter.com/i/web/status/2022310213064274226 https://twitter.com/i/web/status/2022310213064274226" [X Link](https://x.com/BottomUpEquity/status/2022310213064274226) 2026-02-13T14:01Z [----] followers, [---] engagements "$WAT Waters Corporation: 3Q25 Review: Still in the High Single-Digit Groove WAT posted a solid beat and raise with continued strong performance in pharma and global instrument growth on the back of the ongoing LC-MS replacement cycle and a return to growth in the TA Division. While the implied 4Q guide left some of the EPS beat on the table the overall outlook raise has the WAT business seemingly finishing the year on solid ground. Management offered some additional details on BD integration which appears to be moving in the right direction - though there remains much to prove on growth" [X Link](https://x.com/BottomUpEquity/status/1986004388595302664) 2025-11-05T09:35Z [----] followers, [---] engagements "$RGEN Conference and Dinner Notes" [X Link](https://x.com/BottomUpEquity/status/1988555289872732424) 2025-11-12T10:31Z [----] followers, [---] engagements "$NIQ NIQ Global Intelligence First Take: Strong Result: Beat Across Nearly All Key Metrics and [----] Guidance Raised https://twitter.com/i/web/status/1988978456474824932 https://twitter.com/i/web/status/1988978456474824932" [X Link](https://x.com/BottomUpEquity/status/1988978456474824932) 2025-11-13T14:33Z [----] followers, [---] engagements "$VEEV Veeva Systems Solid Beat/Raise Overshadowed by CRM Concerns that Seem Overblown https://twitter.com/i/web/status/1991813428063682800 https://twitter.com/i/web/status/1991813428063682800" [X Link](https://x.com/BottomUpEquity/status/1991813428063682800) 2025-11-21T10:18Z [----] followers, [----] engagements "Covered E&C names with direct data center exposure: Comfort Systems $FIX 30% DC Legence $LGN 30% DC EMCOR $EME 25% DC Everus $ECG 25% DC" [X Link](https://x.com/BottomUpEquity/status/1991998407377121349) 2025-11-21T22:33Z [----] followers, [---] engagements "$ZBH Zimmer Biomet Holdings Two High-Volume Ortho Surgeons Highlight Healthy Procedure Environment & Growth-Enhancing ZBH Innovation https://twitter.com/i/web/status/1992903626646237434 https://twitter.com/i/web/status/1992903626646237434" [X Link](https://x.com/BottomUpEquity/status/1992903626646237434) 2025-11-24T10:30Z [----] followers, [---] engagements "$ACDC ProFrac Holding Headwinds Persist in U.S. Land Market; Maintain Hold https://twitter.com/i/web/status/1992904549783204332 https://twitter.com/i/web/status/1992904549783204332" [X Link](https://x.com/BottomUpEquity/status/1992904549783204332) 2025-11-24T10:34Z [----] followers, [---] engagements "$DNOW DNOW Inc. Mid-Quarter Proprietary PVF Survey Points to Positive Market Growth in 2026; Maintain Buy Rating https://twitter.com/i/web/status/1992907971718742158 https://twitter.com/i/web/status/1992907971718742158" [X Link](https://x.com/BottomUpEquity/status/1992907971718742158) 2025-11-24T10:47Z [----] followers, [---] engagements "Company Thoughts for 2026: $GFL (Buy C$63.82) - Best in class revenue and margin growth in [----]. $CWST (Buy $94.51) - Moving past GFL acquisition integration hiccup valuation should improve. $WCN (Buy $173.15) - [----] FCF Conversion should improve meaningfully - we expect over 400bps. $WM (Buy $211.84) - Significant FCF coming in [----] but WMHS needs stabilization. $RSG (Buy $215.16) - [----] is likely to be a rebasing year for Revenue and EBITDA growth. https://twitter.com/i/web/status/1993242374433079600 https://twitter.com/i/web/status/1993242374433079600" [X Link](https://x.com/BottomUpEquity/status/1993242374433079600) 2025-11-25T08:56Z [----] followers, [---] engagements "$MNST Monster Beverage PRIMER PDF👇 $CELH https://twitter.com/i/web/status/1993653263141384248 https://twitter.com/i/web/status/1993653263141384248" [X Link](https://x.com/BottomUpEquity/status/1993653263141384248) 2025-11-26T12:09Z [----] followers, [---] engagements "$MPLT MapLight Therapeutics ADEPT-2 Continuation Has Grey Implications But At Face is a Win for MPLT In Backdrop of Low Expectations" [X Link](https://x.com/BottomUpEquity/status/1996263669043278132) 2025-12-03T17:02Z [----] followers, [---] engagements "$NCNO nCino - 3Q Wrap: Raising FY27-28 Earnings Estimates 3-4% on Another Strong Beat & Raise Quarter Summary: NCNO printed another strong beat and raise with F3Q subscription revenue 3.0% above the high end of management's guidance range (3.6% above consensus). NonGAAP operating income/EPS were 22%/49% above consensus. F4Q guidance ranges were in line although management's conservative guidance philosophy would suggest the potential for outperformance. NCNO reiterated confidence in both its FY26 ACV guidance and achieving a rule-of-40 around F4Q27. We raise our FY27/28E non-GAAP operating" [X Link](https://x.com/BottomUpEquity/status/1996522367741202924) 2025-12-04T10:10Z [----] followers, [---] engagements "$TTAN ServiceTitan - Nailed It Again: GTV Acceleration & Record FCF Despite Industry Noise https://twitter.com/i/web/status/1996950786077508056 https://twitter.com/i/web/status/1996950786077508056" [X Link](https://x.com/BottomUpEquity/status/1996950786077508056) 2025-12-05T14:32Z [----] followers, [---] engagements "$PCOR Procore Technologies - Friday Afternoon with Ajei https://twitter.com/i/web/status/1997073017533583364 https://twitter.com/i/web/status/1997073017533583364" [X Link](https://x.com/BottomUpEquity/status/1997073017533583364) 2025-12-05T22:38Z [----] followers, [---] engagements "$NRIX Nurix Therapeutics Weekend ASH Recap: Bexdeg Further Strengthens Its Case for Competitive Differentiation in R/R CLL https://twitter.com/i/web/status/1997978027314102453 https://twitter.com/i/web/status/1997978027314102453" [X Link](https://x.com/BottomUpEquity/status/1997978027314102453) 2025-12-08T10:34Z [----] followers, [----] engagements "$BCAX Bicara Therapeutics ESMO Asia Data Strengthens Our Confidence in 1500mg QW Ficerafusp Dosing and TGF-Mediated Response Depth/Durability https://twitter.com/i/web/status/1997978222995046897 https://twitter.com/i/web/status/1997978222995046897" [X Link](https://x.com/BottomUpEquity/status/1997978222995046897) 2025-12-08T10:35Z [----] followers, [---] engagements "$IRON Disc Medicine ASH Recap: Prelim. RALLY-MF Data Reads Well & TMPRSS6 MOA Further Validated in PV Nearing Bitopertin Commercial Readiness https://twitter.com/i/web/status/1998063553559822837 https://twitter.com/i/web/status/1998063553559822837" [X Link](https://x.com/BottomUpEquity/status/1998063553559822837) 2025-12-08T16:14Z [----] followers, [---] engagements "$WTW Willis Towers Watson - Buying Tech-Enabled Broker Newfront for up to $1.4 Billion Summary: WTW announced that is buying tech-enabled broker Newfront for $1.05 billion (cash: $900 million; equity: $150 million) plus up to $250 million (mostly equity) of performance-dependent contingent consideration and another $150 million (mostly equity) if Newfront exceeds revenue growth targets. The $1.3 billion price (upfront plus contingent consideration) is about 18x Newfronts 2026E pro forma adjusted EBITDA (26% of $275 million of 2026E revenue or about $72 million) and about 12x its 2026E pro" [X Link](https://x.com/BottomUpEquity/status/1998909080002240981) 2025-12-11T00:13Z [----] followers, [---] engagements "Stifel just dropped a 324-page biotech outlook for [----]. Can send the PDF if theres interest. $ACRS $ANAB $APGE $ARGX $ASND $AVTX $CGEM $CLDX $CRNX $DNTH $IMVT $JBIO $KYMR $MLTX $ORKA $PLRX $SYRE $TVTX $VRDN $VTYX" [X Link](https://x.com/BottomUpEquity/status/1998917628224786792) 2025-12-11T00:47Z [----] followers, [----] engagements "$BLLN BillionToOne - 3Q25 Review: Strong 3Q; 4Q Guidance above Street Estimates https://twitter.com/i/web/status/1999223830342950995 https://twitter.com/i/web/status/1999223830342950995" [X Link](https://x.com/BottomUpEquity/status/1999223830342950995) 2025-12-11T21:04Z [----] followers, [---] engagements "3/ Cooper Standard ( $CPS Buy ): Target Price $43 https://twitter.com/i/web/status/2000911420788015448 https://twitter.com/i/web/status/2000911420788015448" [X Link](https://x.com/BottomUpEquity/status/2000911420788015448) 2025-12-16T12:50Z [----] followers, [---] engagements "12/ Zedcor Inc. ( $ZDC-TSX Buy ): Target Price C$7.25" [X Link](https://x.com/BottomUpEquity/status/2000911446499004559) 2025-12-16T12:50Z [----] followers, [----] engagements "13/ GFL Environmental ( $GFL Buy ): Target Price C$84" [X Link](https://x.com/BottomUpEquity/status/2000911449573437602) 2025-12-16T12:50Z [----] followers, [---] engagements "$PAYX Paychex - Stock Discounting Difficult Environment and Then Some: F2Q EPS 12/19 Summary: Expect largely in-line quarter/guide F2Q implies 4%+ organic growth (F1Q +3.5%). FY26 organic revenue +4.5-5.5% plus 30-50bp PYCR revenue synergies; EPS +9-11% (cost synergies/operating leverage). Fundamentals stable q/q macro degraded modestly SMB employment reports mixed skewing modestly negative. Longer-end of yield curve flattish last 90-days; however shorter-end lower (10-20bps). [----] architecture We estimate 5.0%+ F2H growth needed to achieve low-end FY26 organic revenue guide. Anniversary of" [X Link](https://x.com/BottomUpEquity/status/2001290755176907082) 2025-12-17T13:57Z [----] followers, [---] engagements "$IQV IQVIA Holdings - Recent Management Meetings: Industry is Recovering More Focus on EBP AI Uses and Trump Administration Impact Thoughts Summary: We came away from recent investor meetings with management with a sense that the industry should continue to recover into [----] but the pace of the recovery through [----] (steepness of curve) remains uncertain. We continue to like IQV's positioning in the market and recommend investors purchase the shares to participate in the market recovery through the best-in-class player in the space. We expect the company to return to 6%-9% revenue growth in" [X Link](https://x.com/BottomUpEquity/status/2001376290797228364) 2025-12-17T19:37Z [----] followers, [---] engagements "$INSM Insmed Incorporated - BiRCh Felled But No Impact to Our Estimates Weakness Creates Opportunity Ahead of 4Q25 Earnings Summary: The failure of the P2b BiRCh trial evaluating brensocatib (10/40mg) vs. placebo in highly symptomatic (sTSS 5) CRSsNP patients is a disappointing development particularly given establishing proof-of-concept here would have provided another lever to justify additional valuation runway. However our current brensocatib estimates exclude any contribution from CRSsNP (and HS) and in the absence of any preclinical data validating DPP1 inhibition within this disease" [X Link](https://x.com/BottomUpEquity/status/2001568046360441250) 2025-12-18T08:19Z [----] followers, [----] engagements "$RMD ResMed - Our Latest Resmed Thoughts/Doc Diligence: What a Philips Re-Entrance Might Mean and When Might it Occur Summary: Resmeds stock is back at the level from our initiation a year ago with performance slightly lagging the IHI. Multiple compression has occurred of late as FY25 EPS growth was solid (+24%) with the multiple now below its three-year average. With valuation pulling back and the GLP-1 fears our doc diligence raised in March less pronounced due to a significant patient backlog at Sleep Specialist practices we performed diligence around Philips likely U.S. return and what it" [X Link](https://x.com/BottomUpEquity/status/2001568352582431094) 2025-12-18T08:20Z [----] followers, [---] engagements "$PYXS Pyxis Oncology - Quick Thoughts: Headline MICVO Efficacy Impresses Awaiting Clarification on Mono Safety/Tolerability https://twitter.com/i/web/status/2001662133830816148 https://twitter.com/i/web/status/2001662133830816148" [X Link](https://x.com/BottomUpEquity/status/2001662133830816148) 2025-12-18T14:33Z [----] followers, [----] engagements "$INSP Inspire Medical Systems - Coal in the Stocking. Code Reversal (For Now) Causing Stock to Roundtrip https://twitter.com/i/web/status/2001765957958607144 https://twitter.com/i/web/status/2001765957958607144" [X Link](https://x.com/BottomUpEquity/status/2001765957958607144) 2025-12-18T21:26Z [----] followers, [---] engagements "$PAYX Paychex - Modest Revisions Largely Expected; Bottoming Sentiment/Ests Suggest Risk/Reward Improving https://twitter.com/i/web/status/2003107089397280982 https://twitter.com/i/web/status/2003107089397280982" [X Link](https://x.com/BottomUpEquity/status/2003107089397280982) 2025-12-22T14:15Z [----] followers, [---] engagements "$LW Lamb Weston - International Headache is No Easy Solve Summary: Lamb Westons second quarter featured a stronger volume performance in North America and EBITDA ahead of our expectations; however a worsening price/mix drag and significant reduction in International profitability contributed to a rerating of Lamb Weston shares despite the reiteration of the full year EBITDA guidance range albeit towards the mid-point of the range. The stronger volume performance in North America and lower cost per finished pound are evidence of the companys progress but investors are left assessing the" [X Link](https://x.com/BottomUpEquity/status/2003107284684042470) 2025-12-22T14:16Z [----] followers, [----] engagements "$FIG Initiating Coverage of Figma Inc. With A Hold Rating and $40 Target Price Summary: We are initiating coverage of Figma with a Hold rating and $40 TP. Our TP is based on an 11.8x EV/Revenue multiple on our [----] estimate. In our view Figma is poised to build on its category leadership in design through recent product additions and the proliferation of AI functionality. We see an appealing opportunity for share gains through a combination of net new customer acquisition and expansion through new products and the pricing and packaging actions the company undertook last Spring. As we move" [X Link](https://x.com/BottomUpEquity/status/2010690221797773618) 2026-01-12T12:28Z [----] followers, [----] engagements "$WCN Thoughts on Potential Impact of Lower Crude Prices and Trump Administration Targeted $50/bbl to WCNs E&P Waste Business Summary: We believe WCNs stock price has been impacted recently by headlines about the current administrations plans to ramp oil production in Venezuela and to target crude prices of $50/bbl. We estimate the downward trajectory in rig counts in the Permian basin would represent about a 30bps YOY headwind to [----] revenue growth and 10bps YOY margin headwind if rig counts remain flat at current levels all else remaining equal. We also believe there is some concern that" [X Link](https://x.com/BottomUpEquity/status/2012168807129727421) 2026-01-16T14:23Z [----] followers, [---] engagements "$BSX Boston Scientific Corporation Initial Doc Checks Suggest Pending Nalu Acquisition Will Differentiate BSX Pain Portfolio. Adding Incremental Growth https://twitter.com/i/web/status/2013937311944237110 https://twitter.com/i/web/status/2013937311944237110" [X Link](https://x.com/BottomUpEquity/status/2013937311944237110) 2026-01-21T11:30Z [----] followers, [---] engagements "$ONDS Ondas Holdings Investor Day Takeaways: Emerging Drone Industry Consolidator Summary: ONDS hosted a virtual investor day last Friday where the company presented a teach-in of their Autonomous Systems portfolio and their recently acquired businesses. We like what we heard as the company's targets were nicely above our estimates and we gained greater appreciation of their differentiated approach to the military drone space. While ONDS is still in the early days of executing on their business model they are already delivering impressive progress accelerating their value flywheel - raising" [X Link](https://x.com/BottomUpEquity/status/2013940113374400697) 2026-01-21T11:41Z [----] followers, 13K engagements "$MKC McCormick 4Q25 EPS Overview Inflation Bites 4Q FY26 EPS Outlook Below Consensus https://twitter.com/i/web/status/2014365134592811420 https://twitter.com/i/web/status/2014365134592811420" [X Link](https://x.com/BottomUpEquity/status/2014365134592811420) 2026-01-22T15:50Z [----] followers, [---] engagements "$MKC McCormick Higher Costs Take Their Toll Lowering FY26 Estimates https://twitter.com/i/web/status/2014674817924874281 https://twitter.com/i/web/status/2014674817924874281" [X Link](https://x.com/BottomUpEquity/status/2014674817924874281) 2026-01-23T12:21Z [----] followers, [---] engagements "$DECK Deckers Outdoor Thoughts Ahead of DECK F3Q26: UGG Execution Likely Good Enough for a Beat and Raise https://twitter.com/i/web/status/2014675402317259114 https://twitter.com/i/web/status/2014675402317259114" [X Link](https://x.com/BottomUpEquity/status/2014675402317259114) 2026-01-23T12:23Z [----] followers, [----] engagements "$ISRG Intuitive Surgical Encouraging [----] Set-Up as DV5 Launch Accelerates With Incremental Features and New Procedure Opportunities Ahead https://twitter.com/i/web/status/2014684175933022670 https://twitter.com/i/web/status/2014684175933022670" [X Link](https://x.com/BottomUpEquity/status/2014684175933022670) 2026-01-23T12:58Z [----] followers, [----] engagements "$LRCX Lam Research F2Q(Dec) Earnings Preview Nothing cold about semicap spending outlook Summary: Lam Research reports earnings this Wednesday after the close. We expect F2Q results to at least meet our estimates which are modestly above consensus. Our estimates reflect some moderation in China sales offset by some pull-forward of DRAM spending. Looking ahead we expect Lam to provide a more upbeat view on CY26 WFE with spending in the low-$120B range up low-mid teens YY. Consistent with our prior field work we expect growth to be broadly distributed across advanced foundry/logic and memory." [X Link](https://x.com/BottomUpEquity/status/2016098931491356971) 2026-01-27T10:40Z [----] followers, [----] engagements "$LDOS Leidos Quick Takeaways from $2.4b Entrust Acquisition Summary: This morning LDOS announced a $2.4b all-cash acquisition of Entrust Solutions a top power & utilities engineering and design firm from Kohlberg. The deal effectively doubles the size of LDOS' existing $600m energy infrastructure business and extends the company's utility customer profile to Power Generation and Gas & Electric Utilities. LDOS highlighted considerable due diligence regarding this already-well integrated asset and their confidence in the sustainability of high margins (20% EBITDA). Entrust Solutions appears to" [X Link](https://x.com/BottomUpEquity/status/2016112120073482724) 2026-01-27T11:32Z [----] followers, [----] engagements "e-Comm & Consumer App 4Q25 Preview: Healthy 4Q e-Comm Activity But Reason to Be Cautious on [----] - Prefer $AMZN & $PTRN $UBER $DASH $EBAY $CART $W $ETSY $LIF https://twitter.com/i/web/status/2016113401227886624 https://twitter.com/i/web/status/2016113401227886624" [X Link](https://x.com/BottomUpEquity/status/2016113401227886624) 2026-01-27T11:37Z [----] followers, [---] engagements "$DHR Danaher 4Q25 First Read: No Surprises On Results or Guide https://twitter.com/i/web/status/2016536017767915726 https://twitter.com/i/web/status/2016536017767915726" [X Link](https://x.com/BottomUpEquity/status/2016536017767915726) 2026-01-28T15:37Z [----] followers, [---] engagements "$EAT Brinker International EAT: Initial Review of F2Q Results Summary: Brinker reported F2Q earnings above consensus estimates ($2.87 Street $2.62) driven by another strong comp performance at Chili's (8.6% Street 6.0%) despite lapping a strong 31.4% comp last year. The company raised its FY26 sales and earnings guidance which includes the expected impact from Winter Storm Fern implying full-year revenue growth of roughly 7.5% (Street 6.9%) and earnings growth of 19.7% (Street 17.2%) at the midpoint. Our review of mobile location data suggests QTD trends remained solidly positive ahead of the" [X Link](https://x.com/BottomUpEquity/status/2016537150272016741) 2026-01-28T15:41Z [----] followers, [---] engagements "$DHR Danaher 4Q25 Review: Good '25 Finish Low End of the Range As a '26 Starting Point Starts the Hunt For Upside Summary: Formal 4Q results and the associated comments on the conference call matched the info and tone that came out of JPM with both centered on a solid finish to the year and cautious optimism on '26 improvement. The guide for the coming year puts current expectations at the low end of the 3-6% organic range which presumably tees up some good upward revision potential - but also removes the remnants of growth differentiation vs. peers that had been part of the bullish thesis at" [X Link](https://x.com/BottomUpEquity/status/2016849621717332159) 2026-01-29T12:23Z [----] followers, [---] engagements "$LRCX Lam Research F2Q(Dec) Earnings - Lam pulls few punches with its positive WFE outlook; estimates and price target increased (again) Summary: F2Q(Dec) results and F3Q(Mar) guidance exceeded ours/consensus estimates Lam projects industry WFE spending of $135B in CY26 20% YY growth Constrained by availability of fab cleanroom revenue is expected to be 2H-weighted We anticipated a WFE growth forecast closer to +15% YY yet believe the robust visibility into AI infrastructure demand and ingenuity of leading memory/foundry players to commandeer incremental cleanroom space is enabling a higher" [X Link](https://x.com/BottomUpEquity/status/2016854459117170841) 2026-01-29T12:42Z [----] followers, [---] engagements "$PGR The Progressive Corporation Lowering TP on Moderating Auto PIF Growth Summary: We maintain our Market Perform rating on PGRs shares and lower our target price to $225 (13.9x our 2026E EPS; 13.0x our 2027E EPS) from $252 following its December earnings report. We raise our 2026E/2027E EPS to $16.20/$17.25 from $15.65/$16.80 assuming higher investment income bigger reserve releases and lower catastrophe loss and expense ratios partly offset by slower premium growth. We expect decelerating personal auto y/y PIF growth as market-wide rate competition intensifies and rising core loss ratios" [X Link](https://x.com/BottomUpEquity/status/2017189403383169223) 2026-01-30T10:53Z [----] followers, [---] engagements "$RCL Royal Caribbean Group 4Q25 Review: HOF Voters Snubbed Belichick Because They Wanted To Induct Liberty Instead; Caribbean Tone Better Than Expected Summary: Were we expecting a 19% positive move on this print/guide Absolutely not. Will we take it Absolutely yes. We were nervous going into this guide because we thought the cadence of how the year would play out was not being fully understood. Guess we were dead wrong. Whats more important is the fact RCL noted that demand in the Caribbean remains extremely strong and noted their yields are firmly positive. There were/are a lot of investors" [X Link](https://x.com/BottomUpEquity/status/2017194512414605529) 2026-01-30T11:13Z [----] followers, [---] engagements "$WM Waste Management Final Thoughts: Underlying Operational Improvement at WMHS OCC Expected to Turn in 2H; Incrementally Positive on Economy Summary: While the quarter was somewhat mixed there do seem to be some improvements operationally at WMHS at least from the customer perspective. CEO is incrementally positive (QOQ) on the economy noting improving special waste backlogs and C&D volumes were positive. From a modeling perspective we are modestly lowering our [----] revenue estimate (slightly lower Yield and lower recycling sales due to commodity price declines) and raising our [----] AEBITDA" [X Link](https://x.com/BottomUpEquity/status/2017199319422541971) 2026-01-30T11:32Z [----] followers, [---] engagements "$RMD ResMed F2Q26 Results: Modest Revenue/EPS Beat. A Good Quarter but We Highlight a Couple Blemishes Summary: Resmed posted modest revenue upside led by U.S. device/mask outperformance. GM was (again) ahead of expectations and the midpoint for FY26 GM guidance moves higher by [--] bps to 62.5%. The stronger topline/solid GM led to a $0.07 EPS beat (aided $0.02 by a tax rate slightly below expectations). While FY26 EPS estimates will likely move higher tomorrow (we increase from $10.97 to $11.12) a couple of blemishes might give a subset of investors pause. First the European/ROW boogeyman" [X Link](https://x.com/BottomUpEquity/status/2017199731554787339) 2026-01-30T11:34Z [----] followers, [---] engagements "2/9 Elanco Animal Health ( $ELAN Buy )" [X Link](https://x.com/BottomUpEquity/status/2017207057712132325) 2026-01-30T12:03Z [----] followers, [--] engagements "3/9 IDEXX Laboratories ( $IDXX Buy ) https://twitter.com/i/web/status/2017207060648091879 https://twitter.com/i/web/status/2017207060648091879" [X Link](https://x.com/BottomUpEquity/status/2017207060648091879) 2026-01-30T12:03Z [----] followers, [---] engagements "4/9 Zoetis ( $ZTS Hold ) https://twitter.com/i/web/status/2017207063969927446 https://twitter.com/i/web/status/2017207063969927446" [X Link](https://x.com/BottomUpEquity/status/2017207063969927446) 2026-01-30T12:03Z [----] followers, [--] engagements "5/9 Trupanion ( $TRUP Hold ) https://twitter.com/i/web/status/2017207067493208492 https://twitter.com/i/web/status/2017207067493208492" [X Link](https://x.com/BottomUpEquity/status/2017207067493208492) 2026-01-30T12:03Z [----] followers, [--] engagements "6/9 Inspire Medical Systems ( $INSP Buy ) https://twitter.com/i/web/status/2017207070550823274 https://twitter.com/i/web/status/2017207070550823274" [X Link](https://x.com/BottomUpEquity/status/2017207070550823274) 2026-01-30T12:03Z [----] followers, [---] engagements "7/9 Nyxoah ( $NYXH Buy )" [X Link](https://x.com/BottomUpEquity/status/2017207073524621334) 2026-01-30T12:03Z [----] followers, [--] engagements "8/9 Resmed ( $RMD Hold ) https://twitter.com/i/web/status/2017207076469018791 https://twitter.com/i/web/status/2017207076469018791" [X Link](https://x.com/BottomUpEquity/status/2017207076469018791) 2026-01-30T12:03Z [----] followers, [---] engagements "9/9 Cooper Companies Inc. ( $COO Buy ) https://twitter.com/i/web/status/2017207079941890133 https://twitter.com/i/web/status/2017207079941890133" [X Link](https://x.com/BottomUpEquity/status/2017207079941890133) 2026-01-30T12:03Z [----] followers, [---] engagements "$KLAC KLA Corporation F2Q(Dec) Earnings -- Good (but expectations were greater) https://twitter.com/i/web/status/2017212534307123290 https://twitter.com/i/web/status/2017212534307123290" [X Link](https://x.com/BottomUpEquity/status/2017212534307123290) 2026-01-30T12:25Z [----] followers, [---] engagements "$V Visa F1Q26 Wrap: Strong Quarter and a Path for Upside https://twitter.com/i/web/status/2017212842198323350 https://twitter.com/i/web/status/2017212842198323350" [X Link](https://x.com/BottomUpEquity/status/2017212842198323350) 2026-01-30T12:26Z [----] followers, [---] engagements "$BKR Baker Hughes Solving the Energy Equation; Boosting Target Price to $63 Following Trip to Annual Meeting https://twitter.com/i/web/status/2018444346475909525 https://twitter.com/i/web/status/2018444346475909525" [X Link](https://x.com/BottomUpEquity/status/2018444346475909525) 2026-02-02T22:00Z [----] followers, [---] engagements "$SOFI SoFi Strong Growth Outlook Offset by Revenue Composition https://twitter.com/i/web/status/2018444488687968315 https://twitter.com/i/web/status/2018444488687968315" [X Link](https://x.com/BottomUpEquity/status/2018444488687968315) 2026-02-02T22:00Z [----] followers, [---] engagements "$IDXX IDEXX Laboratories 4Q25 Results / [----] Guidance / Stock Reaction: Few Deviations from our Expectations https://twitter.com/i/web/status/2018444767097454668 https://twitter.com/i/web/status/2018444767097454668" [X Link](https://x.com/BottomUpEquity/status/2018444767097454668) 2026-02-02T22:01Z [----] followers, [---] engagements "$PYPL PayPal 4Q25 Wrap: Staying the Course; A Low Bar and Stronger Execution Can Drive Upside Bottom Line: The easy call here is to downgrade the stock but we are staying the course. Execution has clearly fallen short but expectations are also exceptionally low now. The outlook doesn't assume any meaningful rebound leaving room for outperformance if the new CEO can deliver improved execution. Importantly we think PYPL still has superior assets (two-sided ecosystem) and is trading at more attractive unlevered FCF yield than many other large payments companies that have far less strategic" [X Link](https://x.com/BottomUpEquity/status/2018792531384029443) 2026-02-03T21:03Z [----] followers, [---] engagements "$TER Teradyne 1H-bias to CY26 revenue reflects prudence conservatism; GPU share primed to ramp in CY27/beyond; premium is warranted Summary: Following Teradynes near-term upside guide/momentum (AI 70% semitest in 1Q) we revise our CY26-27 estimates higher Management expects CY26 revenue to be 1H-weighted though we believe a 60/40% 1H/2H ratio reflects conservatism around quarterly AI revenue variability and broader pickup in areas like mobile NVDA GPU qualification (still officially unofficial) trending toward incremental contribution in 2H26 with interim 30% (or higher) share potential in" [X Link](https://x.com/BottomUpEquity/status/2018999460836065454) 2026-02-04T10:45Z [----] followers, [---] engagements "$MCHIP Microchip Technology MCHP Earnings Preview: Double Positive Preannouncement Signals Solid Momentum Heading into 2026; Maintain Buy Summary: Given the double upward guidance revision for F3Q26E (Dec Q) we believe MCHP will report in-line with our estimates for revenue of $1.185bn (+3.9% q/q) and NG EPS of $0.43. Overall we believe MCHP is poised to deliver a guide for sequential growth in the Mar Q. In particular we believe MCHP is well-positioned given its favorable end market mix skewed towards Industrial (48% as of FY25A) and Data Center / Computing (19%). As recovery signs appear" [X Link](https://x.com/BottomUpEquity/status/2018999929302094259) 2026-02-04T10:47Z [----] followers, [---] engagements "$NXPI NXP Semiconductors Full Earnings Recap: Recovery on Track at Moderate Pace as Management Reaffirms Long-Term CAGR Targets Summary: Dec Q revenue of $3.34bn (+5.1% q/q) was +1.1% higher than our $3.30bn estimate with all end markets exhibiting sequential growth; Street consensus was at $3.31bn. Higher Mar Q outlook with the $3.15bn revenue midpoint representing a -5.5% q/q decrease (+2.6% higher than our prior estimate). $2.97 NG EPS midpoint was +$0.10 higher than our estimate. Despite a raised outlook relative to prior estimates NXPI's guidance trails the positive inflection signaled" [X Link](https://x.com/BottomUpEquity/status/2019001154273788128) 2026-02-04T10:52Z [----] followers, [---] engagements "$SWKS Skyworks Solutions SWKS Defies Seasonality but Regulatory Timelines Keep Us on the Sidelines; F2Q26 Review Summary: SWKS delivered a strong F1Q26 print exceeding consensus estimates as well as the high end of guidance; revenue of $1.035bn (vs. $1bn midpoint guide) and adj-EPS of $1.54 (vs. $1.40 midpoint guide). Momentum was fueled by out-performance in both Broad Markets (achieving its eighth consecutive quarter of sequential growth) and Mobile (62% of revenue defying typical seasonal headwinds behind healthy sell-through at Apple). Strategic focus now shifts to the February [--] 2026" [X Link](https://x.com/BottomUpEquity/status/2019004871211438498) 2026-02-04T11:07Z [----] followers, [---] engagements "$CMG Chipotle CMG: Can LTOs & Throughput HEEP On New Sales Summary: We are bullish on the brands' customer-acquisition levers including the high efficiency equipment package rollout operational changes to improve throughput and new products that lower a price-entry barrier. However we remain loyalty skeptics questioning whether "leaning into" the loyalty program and 1:1 personalization will drive incremental transactions. With FY26 guidance calling for flat comps and significant margin compression we view the current setup as realistic rather than conservative. We believe increasing" [X Link](https://x.com/BottomUpEquity/status/2019005270454661163) 2026-02-04T11:09Z [----] followers, [---] engagements "$MDLZ Mondelez Cocoa Headwinds Weigh on 2026; 2H Momentum into [----] Encouraging Summary: Mondelez reported a solid fourth quarter performance distinguished by +5.1% organic revenue growth and EPS of $0.72 both well above our estimates. We view [----] as a transitional year with a below algorithm outlook driven by cocoa cost related headwinds that we expect will not only abate but likely provide a tailwind in [----] and a range that we believe provides Mondelez with flexibility to reinvest and address competitive responses to falling cocoa prices. The companys outlook calling for 0% to 2% organic" [X Link](https://x.com/BottomUpEquity/status/2019005834248749381) 2026-02-04T11:11Z [----] followers, [---] engagements "$AMD Advanced Micro Devices F4Q25 Review; Rack-Scale Is On Track For F2H26 Offsetting F1H26 Catalyst Vacuum Summary: AMD reported above-consensus F4Q results ($10.3bn revenue 57.0% adj-GM $1.53 adj-EPS vs. $9.7bn 54.5% $1.32 respectively) helped by a $390mn MI308 China revenue and accounting tailwinds (i.e. $360mn inventory reserve release tied to previously written-down China inventory). Excluding these factors pro-forma adj-GM was 55.0% (+80bps y/y). F1Q guidance was above-consensus on revenue ($9.8bn vs. $9.4bn) helped by $100mn in non-recurring China revenue (conservative on guide given" [X Link](https://x.com/BottomUpEquity/status/2019006467139948587) 2026-02-04T11:13Z [----] followers, [---] engagements "$BSX Boston Scientific First Reaction: Overall In-Line [----] Guidance and 4Q25 Looks Okay. Electrophysiology Falls Short as Feared https://twitter.com/i/web/status/2019053070269710585 https://twitter.com/i/web/status/2019053070269710585" [X Link](https://x.com/BottomUpEquity/status/2019053070269710585) 2026-02-04T14:18Z [----] followers, [---] engagements "$SNAP Snap User Base Declines & Questions Around Perplexity Adding Noise to 1Q Guide https://twitter.com/i/web/status/2019512447862817266 https://twitter.com/i/web/status/2019512447862817266" [X Link](https://x.com/BottomUpEquity/status/2019512447862817266) 2026-02-05T20:44Z [----] followers, [---] engagements "$TTMI TTM Technologies F4Q Review; Beat-And-Raise On Already-Raised Expectations But Pace of Execution in Greater Focus https://twitter.com/i/web/status/2020557844995604598 https://twitter.com/i/web/status/2020557844995604598" [X Link](https://x.com/BottomUpEquity/status/2020557844995604598) 2026-02-08T17:58Z [----] followers, [---] engagements "$IEX IDEX Corporation Strong 4Q25 Orders [----] Backlog Build and a Reasonable Guide Produce a Better Set-Up for [----] https://twitter.com/i/web/status/2020558004912111672 https://twitter.com/i/web/status/2020558004912111672" [X Link](https://x.com/BottomUpEquity/status/2020558004912111672) 2026-02-08T17:59Z [----] followers, [---] engagements "$YUM YUM Brands Taco Bell Delivers the Magic Formula but Can KFC Conjure the Same Spell https://twitter.com/i/web/status/2020558158016483418 https://twitter.com/i/web/status/2020558158016483418" [X Link](https://x.com/BottomUpEquity/status/2020558158016483418) 2026-02-08T17:59Z [----] followers, [---] engagements "$MTSI MACOM Technology Solutions Structural Diversification Meets Secular Tailwinds Across End Markets; Record Backlog Anchors FY26 Growth; Reiterate Buy https://twitter.com/i/web/status/2020558594903867875 https://twitter.com/i/web/status/2020558594903867875" [X Link](https://x.com/BottomUpEquity/status/2020558594903867875) 2026-02-08T18:01Z [----] followers, [---] engagements "$XPO XPO Beats 4Q25: Tech & Productivity Enable Extra-Seasonal Margin Growth But Real Leverage Is In the Upcycle https://twitter.com/i/web/status/2020558731172544956 https://twitter.com/i/web/status/2020558731172544956" [X Link](https://x.com/BottomUpEquity/status/2020558731172544956) 2026-02-08T18:01Z [----] followers, [---] engagements "$FTNT Fortinet Solid Close to the Year as Expected; Guide has a few *asterisks* https://twitter.com/i/web/status/2020559760408322119 https://twitter.com/i/web/status/2020559760408322119" [X Link](https://x.com/BottomUpEquity/status/2020559760408322119) 2026-02-08T18:06Z [----] followers, [---] engagements "$IQV IQVIA Holdings Final Thoughts Model and Target Price Update https://twitter.com/i/web/status/2020559927941718231 https://twitter.com/i/web/status/2020559927941718231" [X Link](https://x.com/BottomUpEquity/status/2020559927941718231) 2026-02-08T18:06Z [----] followers, [---] engagements "$AMZN Amazon Solid AWS Growth Despite Raised Bar Post- GCP; Add Another Member to the XL Capex Club https://twitter.com/i/web/status/2020560096527352016 https://twitter.com/i/web/status/2020560096527352016" [X Link](https://x.com/BottomUpEquity/status/2020560096527352016) 2026-02-08T18:07Z [----] followers, [---] engagements "$MCHP Microchip Kicks off the Year with Above-Seasonal Momentum with Line-of-Sight to Multiple Growth Vectors; Buy https://twitter.com/i/web/status/2020560594588307493 https://twitter.com/i/web/status/2020560594588307493" [X Link](https://x.com/BottomUpEquity/status/2020560594588307493) 2026-02-08T18:09Z [----] followers, [---] engagements "$BIIB Biogen 4Q25 Recap: In-line Performance Though Our Thesis Remains Centered on AD/Pipeline w/ Multiple Catalysts Over the Coming Year https://twitter.com/i/web/status/2020561096701018488 https://twitter.com/i/web/status/2020561096701018488" [X Link](https://x.com/BottomUpEquity/status/2020561096701018488) 2026-02-08T18:11Z [----] followers, [---] engagements "$MTD Mettler-Toledo Beat It On Down the Line: Slower 1Q Anticipated But '26 Path Looks Solid https://twitter.com/i/web/status/2020561425043960068 https://twitter.com/i/web/status/2020561425043960068" [X Link](https://x.com/BottomUpEquity/status/2020561425043960068) 2026-02-08T18:12Z [----] followers, [---] engagements "$DT Dynatrace Clean Print & Guide; Target To $51 https://twitter.com/i/web/status/2021196692784107671 https://twitter.com/i/web/status/2021196692784107671" [X Link](https://x.com/BottomUpEquity/status/2021196692784107671) 2026-02-10T12:16Z [----] followers, [---] engagements "$WING Wingstop Why Duration Should Be Rewarded https://twitter.com/i/web/status/2021200821216571675 https://twitter.com/i/web/status/2021200821216571675" [X Link](https://x.com/BottomUpEquity/status/2021200821216571675) 2026-02-10T12:33Z [----] followers, [---] engagements "$PANW Palo Alto Networks F2Q26 Preview: Expecting a Solid Quarter with Focus Shifting to Closing CyberArk https://twitter.com/i/web/status/2021201383400083841 https://twitter.com/i/web/status/2021201383400083841" [X Link](https://x.com/BottomUpEquity/status/2021201383400083841) 2026-02-10T12:35Z [----] followers, [---] engagements "$SPGI S&P Global First Take: Mixed Results and Lower than Expected Guidance Stock Likely to be Pressured https://twitter.com/i/web/status/2021230795432620511 https://twitter.com/i/web/status/2021230795432620511" [X Link](https://x.com/BottomUpEquity/status/2021230795432620511) 2026-02-10T14:32Z [----] followers, [----] engagements "$DDOG Datadog One of the Few. A Software Acceleration Story Clearly Benefiting from AI https://twitter.com/i/web/status/2021292027741098165 https://twitter.com/i/web/status/2021292027741098165" [X Link](https://x.com/BottomUpEquity/status/2021292027741098165) 2026-02-10T18:35Z [----] followers, [---] engagements "$INCY Incyte 4Q25 Recap: Expecting a Quiet(ish) 1H26 But We Still Like the Longer-Term Ex-Jakafi Foundation Being Laid Here https://twitter.com/i/web/status/2021553591220068751 https://twitter.com/i/web/status/2021553591220068751" [X Link](https://x.com/BottomUpEquity/status/2021553591220068751) 2026-02-11T11:55Z [----] followers, [---] engagements "$SPGI S&P Global Final Thoughts and Model Adjustments https://twitter.com/i/web/status/2021553799752532432 https://twitter.com/i/web/status/2021553799752532432" [X Link](https://x.com/BottomUpEquity/status/2021553799752532432) 2026-02-11T11:55Z [----] followers, [---] engagements "$NET Cloudflare A Gold Medal Performance for an AI Winner https://twitter.com/i/web/status/2021561006548258819 https://twitter.com/i/web/status/2021561006548258819" [X Link](https://x.com/BottomUpEquity/status/2021561006548258819) 2026-02-11T12:24Z [----] followers, [---] engagements "$HNGE Hinge Health 4Q Report/Outlook Should Help Stock Re-rate Even if Market Sentiment Remains Mixed https://twitter.com/i/web/status/2021561273511502307 https://twitter.com/i/web/status/2021561273511502307" [X Link](https://x.com/BottomUpEquity/status/2021561273511502307) 2026-02-11T12:25Z [----] followers, [---] engagements "$VERX Vertex A Work In Progress https://twitter.com/i/web/status/2021705669091766550 https://twitter.com/i/web/status/2021705669091766550" [X Link](https://x.com/BottomUpEquity/status/2021705669091766550) 2026-02-11T21:59Z [----] followers, [---] engagements "$MH McGraw Hill Post Call Thoughts: Very Strong F3Q26 F4Q26 Guidance Much Better than Expected https://twitter.com/i/web/status/2021932919401456040 https://twitter.com/i/web/status/2021932919401456040" [X Link](https://x.com/BottomUpEquity/status/2021932919401456040) 2026-02-12T13:02Z [----] followers, [---] engagements "$CROX Crocs F4Q25 Quick Look https://twitter.com/i/web/status/2021973580158845195 https://twitter.com/i/web/status/2021973580158845195" [X Link](https://x.com/BottomUpEquity/status/2021973580158845195) 2026-02-12T15:44Z [----] followers, [---] engagements "$CLDX Celldex Therapeutics : 3Q25 Recap: Barzolvolimab Pivotal Trials Enrolling--Primary Completion Fall 2026" [X Link](https://x.com/BottomUpEquity/status/1988240544925978980) 2025-11-11T13:41Z [----] followers, [----] engagements "$MH McGraw Hill: Post Call Thoughts: Sustainable Growth Drivers in Higher Ed + K-12 TAM Expanding in FY27 + Low Valuation = Good Setup https://twitter.com/i/web/status/1988758213169135859 https://twitter.com/i/web/status/1988758213169135859" [X Link](https://x.com/BottomUpEquity/status/1988758213169135859) 2025-11-12T23:58Z [----] followers, [---] engagements "$HTFL Heartflow: Revenues Beat Consensus With 40%+ Y/Y Growth in Outstanding First Public Quarter https://twitter.com/i/web/status/1988912573517849016 https://twitter.com/i/web/status/1988912573517849016" [X Link](https://x.com/BottomUpEquity/status/1988912573517849016) 2025-11-13T10:11Z [----] followers, [---] engagements "$VFC VF Corporation VFC disclosed the closing of the sale of the Dickies brand to Bluestar Alliance as previously announced on 9/15/25 for $600mn in cash subject to customary adjustments. The disclosure reveals Dickies generated a 5.9% EBIT margin on previously disclosed $542mn revenue in FY25 aligning with VFCs overall profitability and validating the sale rationale given the favorable sale multiple of 15x EV/EBITDA. Looking ahead the streamlined VFC portfolio has a $9.2bn revenue run rate with capacity for +LSD% growth driven by Outdoor (+MSD% growth at favorable margins) and flattish" [X Link](https://x.com/BottomUpEquity/status/1989231337425740208) 2025-11-14T07:18Z [----] followers, [---] engagements "$LESL $POOL $HAYW "Leslies announced it would close [--] to [--] underperforming stores across the country execute SKU optimization focused on long-tail inventory eliminating [----] SKUS and outlined a sharper focus on value citing the pricing disconnect as driving customer losses. We believe this is Neutral to Positive for Pool Corporation" " $LESL F4Q25 days payable declined by one day suggesting less risk for suppliers including Hayward Holdings" https://twitter.com/i/web/status/1996022900634046934 https://twitter.com/i/web/status/1996022900634046934" [X Link](https://x.com/BottomUpEquity/status/1996022900634046934) 2025-12-03T01:05Z [----] followers, [----] engagements "$ACLX Arcellx ASH Recap: Updated iMMagine-1 Data Reinforces Differentiation Thesis BLA Filing Imminent Awaiting MajesTEC-3 Details https://twitter.com/i/web/status/1998058947907858503 https://twitter.com/i/web/status/1998058947907858503" [X Link](https://x.com/BottomUpEquity/status/1998058947907858503) 2025-12-08T15:55Z [----] followers, [---] engagements "$MTN Vail Resorts - F1Q26 Review: Pass Sales Accel Encouraging Though Guide Intact; Focus Remains on Lift Tix Elasticity to Pricing Initiatives Summary: MTN reported a mixed though net-positive quarter. F1Q Resort Adj. EBITDA was inline as marketing investments offset accommodative AU weather. Pass sales positively surprised accelerating slightly late-selling season which management attributed to early return on marketing strategy changes. FY26 guidance was left intact as soft early-season conditions in the West offset slight pass upside. Ahead of earnings MTN announced a new 4-week advance" [X Link](https://x.com/BottomUpEquity/status/1999072368543584693) 2025-12-11T11:02Z [----] followers, [---] engagements "1/ Stifel Consumer Staples: 4Q25 Preview and [----] Outlook 🧵 $BRBR $CAG $CPB $FRPT $GIS $HAIN $HSY $K $KHC $LW $MDLZ $MKC $POST $SJM $SMPL $THS $VITL $WEST https://twitter.com/i/web/status/1999159362535792781 https://twitter.com/i/web/status/1999159362535792781" [X Link](https://x.com/BottomUpEquity/status/1999159362535792781) 2025-12-11T16:48Z [----] followers, [---] engagements "$VITL Vital Farms - [----] Growth Targets and Preliminary [----] Outlook are Positive but Lowering 4Q25 Revenue Guidance Summary: Vital Farms updated its [----] guidance provided an initial [----] revenue outlook and issued new [----] targets ahead of the companys investor day presentation. The company is targeting $2b in revenue and EBITDA margin in the range of 15% to 17% by [----] while maintaining a 35%+ gross margin the outlook suggests a doubling of revenue or 20%+ CAGR. Lowered [----] revenue guidance reflects a delay in the return to normal ordering patterns following ERP implementation the EBITDA" [X Link](https://x.com/BottomUpEquity/status/2000938871144468933) 2025-12-16T14:39Z [----] followers, [---] engagements "$SOFI SoFi Technologies - SoFiUSD Stablecoin Is Significant Expansion of Digital Asset Business Summary: SOFI is one of the first movers into stablecoins among banks with a strong brand and multiple channels of distribution providing a solid foundation to potentially become a significant player. Although we believe the use cases for consumers remain to be seen the space is clearly growing quickly and SOFIs ability to offer its infrastructure to other companies who want to provide stablecoins to customers could be in high demand. https://twitter.com/i/web/status/2001766202549346447" [X Link](https://x.com/BottomUpEquity/status/2001766202549346447) 2025-12-18T21:27Z [----] followers, [----] engagements "$HEI HEICO - Organic Growth Accelerates in FQ4 Summary: Record Revenue Earnings and Cashflow in FQ4. The multi-decade consistency of HEIs results often dulls the reaction to HEIs earnings reports but make no mistake this was an impressive final quarter to a strong year. The clear low-light of the quarter was the previously announced passing of HEIs Chairman and longtime patriarch Laurans Mendelson. While its hard to find anyone in the industrial sector who has had such a long-term impact on equity value ($25m to $21b) we expect HEI's equity thesis to remain unchanged under the next generation" [X Link](https://x.com/BottomUpEquity/status/2002778616132739176) 2025-12-21T16:30Z [----] followers, [----] engagements "$LUNR Intuitive Machines - President Trump's "We Choose to Go to the Moon" Version [---] Summary: On December 18th President Donald Trump unveiled an assertive new US space strategy via his Executive Order Ensuring American Space Superiority. Not since Cold War era have we seen such a strong and national security focused call for ground in-space and lunar infrastructure. President Trumps vision for an America First space policy includes a call to return Americans to the Moon by [----] and the establishment of initial elements of a permanent lunar outpost by [----]. While the timing was a surprise" [X Link](https://x.com/BottomUpEquity/status/2002778834861531354) 2025-12-21T16:30Z [----] followers, [----] engagements "$TYL Initiating Coverage of Tyler Technologies With A Buy Rating and $550 Target Price Summary: We are initiating coverage of Tyler Technologies with a Buy rating and $550 target price. Our target price is based on a 29.7x EV/FCF multiple on our FY27 estimate. Tyler Technologies is the leading provider of software payments solutions and services for the Public Sector. With multiple decades spent focused on the needs of the public sector the company has emerged as a key technology partner for digital transformation and modernization which continues to be a priority as governments and agencies" [X Link](https://x.com/BottomUpEquity/status/2010695256199532822) 2026-01-12T12:48Z [----] followers, [---] engagements "Initiating $MDLN With A Buy: Highly-Unique Medline Sales & Service Model Powers Compelling Growth & Margin Outlook Summary: We are initiating coverage of Medline with a Buy rating and $46 target price. Medline is the largest pureplay publicly-traded MedSurg product & distribution company. With a 58- year consistent annual growth track-record and a unique business model roughly divided between med-surg distribution and MDLN-branded products both businesses have driven and should continue driving HSD+ top-line growth. In [----] we estimate Medline will generate $28.2B in sales (+9.5% Y/Y organic)" [X Link](https://x.com/BottomUpEquity/status/2010707838901846492) 2026-01-12T13:38Z [----] followers, [---] engagements "1/ Stifel [----] West Coast Software Bus Tour 🧵 Summary: Earlier this week we hosted our annual West Coast Bus Tour during which we hosted [--] investors over [--] days seeing [--] public companies ( $ADBE $ADSK $CRM $CRWD $GWRE $INTU $OKTA $PANW $SNPS & $ZS). The overall tone of the meetings was fairly upbeat as it relates to current business conditions as customers appear well engaged with the companies we saw heading into the final few weeks of their fiscal quarter or year ends. https://twitter.com/i/web/status/2012166461582672197 https://twitter.com/i/web/status/2012166461582672197" [X Link](https://x.com/BottomUpEquity/status/2012166461582672197) 2026-01-16T14:14Z [----] followers, [---] engagements "$ALGN Survey Diligence (n = 111): Volumes Market Share and the Stock Set Up - We Tackle it All Summary: Our 4Q25 checks reveal several positives a negative and a few neutral takeaways. Highlights from the diligence include the providers expected +MSD% [----] N.A. Invisalign case volume growth (versus -LSD% in 2025) Teen SOC improving off a poor [----] early positive proof points around MAOB and Smile Video gaining traction/ helping to improve Invisalign conversion rates. For negatives our findings suggest [----] Invisalign share losses modestly accelerate versus [----] which is contrary to our market" [X Link](https://x.com/BottomUpEquity/status/2012168620613476757) 2026-01-16T14:22Z [----] followers, [---] engagements "$ILMN Illumina Thoughts On [----] Growth Summary: ILMN chose to not guide to the coming year at JPM for just the 2nd time in the last [--] yrs. While not shocking given the uncertainty that exists in the academic & Chinese markets it has brought about questions into the 4Q conference call. Here we lay out some thoughts on the [----] top-line when it comes to what a set of assumptions from a handful of angles (non-China vs. China clinical vs. research high throughput volume growth vs pricing headwinds) could yield. In a nutshell we think there is a case to be made for MSD organic growth for the year" [X Link](https://x.com/BottomUpEquity/status/2013571290917904405) 2026-01-20T11:16Z [----] followers, [---] engagements "$ABT Abbott Laboratories First Reaction: Surprisingly Weak Nutritional Performance Pulls Down Overall 4Q Growth https://twitter.com/i/web/status/2014364756165988673 https://twitter.com/i/web/status/2014364756165988673" [X Link](https://x.com/BottomUpEquity/status/2014364756165988673) 2026-01-22T15:49Z [----] followers, [---] engagements "$RVMD Revolution Medicines Deal or No Deal We Believe RVMD Still Has Significant Upside in 2026; Increasing Target Price to $170 https://twitter.com/i/web/status/2014371233555505309 https://twitter.com/i/web/status/2014371233555505309" [X Link](https://x.com/BottomUpEquity/status/2014371233555505309) 2026-01-22T16:15Z [----] followers, [----] engagements "$TDY Teledyne Technologies Q4 upside and solid initial guide for 2026: Record high annual revenue & operating margin ends [----] on a high note https://twitter.com/i/web/status/2014396288037740603 https://twitter.com/i/web/status/2014396288037740603" [X Link](https://x.com/BottomUpEquity/status/2014396288037740603) 2026-01-22T17:54Z [----] followers, [---] engagements "$ADSK Autodesk Announces Restructuring and Positive Pre Announces F4Q https://twitter.com/i/web/status/2014404074163343676 https://twitter.com/i/web/status/2014404074163343676" [X Link](https://x.com/BottomUpEquity/status/2014404074163343676) 2026-01-22T18:25Z [----] followers, [---] engagements "$ABT Abbott Laboratories Growth Acceleration Ahead in [----] Following Nutrition Business Strategy Shift https://twitter.com/i/web/status/2014669053969727988 https://twitter.com/i/web/status/2014669053969727988" [X Link](https://x.com/BottomUpEquity/status/2014669053969727988) 2026-01-23T11:58Z [----] followers, [----] engagements "$UPS United Parcel Service UPS 4Q25 Preview: EPS Trough In Rearview; Looking For Further Progress on Transformation https://twitter.com/i/web/status/2014670899987747302 https://twitter.com/i/web/status/2014670899987747302" [X Link](https://x.com/BottomUpEquity/status/2014670899987747302) 2026-01-23T12:05Z [----] followers, [---] engagements "$MANH Manhattan Associates MANH Preview: A Key Year In MANH's Cloud Transition https://twitter.com/i/web/status/2014672829191524759 https://twitter.com/i/web/status/2014672829191524759" [X Link](https://x.com/BottomUpEquity/status/2014672829191524759) 2026-01-23T12:13Z [----] followers, [---] engagements "$BAH Booz Allen Hamilton FQ3 Earnings: Encouraging Print with Room for Improvement Ahead Summary: Surprise-free FQ3 results from BAH on Friday as revenue missed / earnings beat and management's outlook for the year was largely maintained. BAH has taken actions to rightsize their costs and refocus its business. The company is slowly starting to see signs of a recovery in the procurement environment and their government civil business (35% of FY25 sales). The key message from the call is the environment appears to be stabilizing. With the stock up 20% YTD (compared with a 1% increase in the" [X Link](https://x.com/BottomUpEquity/status/2015732430653575395) 2026-01-26T10:23Z [----] followers, [---] engagements "$RVMD Revolution Medicines No Deal - RVMD [----] Catalyst Cadence Supports Stock Here and Beyond Summary: This afternoon WSJ published an article stating Merck is no longer in discussions to buy RVMD and reported the talks cooled after the two couldn't come to an agreement on price. We make no change to our Buy rating or $170 TP. https://twitter.com/i/web/status/2015742132695204247 https://twitter.com/i/web/status/2015742132695204247" [X Link](https://x.com/BottomUpEquity/status/2015742132695204247) 2026-01-26T11:02Z [----] followers, [----] engagements "$CR Crane CR: 4Q25 Beats 10% EPS Growth Guide in 2026; Succession Plan Announced with Alcala Becoming CEO and Mitchell Executive Chair Summary: 4Q25 Results: Crane Co. reported 4Q25 revenue of $581.0 million (Stifel $573.2 million Street $571.2 million) and adjusted EPS of $1.53 (Stifel $1.41 Street $1.41). Outlook: Crane Co. initiated [----] guidance for EPS of $6.55-$6.75 (Stifel $6.58 Street $6.61) with organic sales growth of 4%-6%. Total growth including acquisitions expected to be in the 23%-25% range. We note some of the sell side have included PSI and some haven't made consensus" [X Link](https://x.com/BottomUpEquity/status/2016112519333462073) 2026-01-27T11:34Z [----] followers, [---] engagements "$CSGP CoStar Third Point Launches Activist Campaign Summary: Earlier today Third Point (which owns 3.0mn shares or 0.7% as of 9/30/25) published a letter it sent to CoStar's board which primarily expresses concerns about capital allocation to the company's residential businesses (i.e. Third Point argues for a majority of the board to be replaced in order to divest or shut down CoStar's residential businesses. Recall that Third Point was previously constrained by a standstill agreement from April [----] which expired today. http://Homes.com http://Homes.com" [X Link](https://x.com/BottomUpEquity/status/2016214200012415276) 2026-01-27T18:18Z [----] followers, [---] engagements "$UAA Under Armour Thoughts Ahead of UAA F3Q26 Summary: Shares remain underappreciated in our view with a steep EV/S discount and high short interest despite the recent relief rally (+27.4% YTD vs. SPX +3.2%). F3Q is expected to be the deepest topline decline quarter of FY26 suggesting the worst may be over. Shares represent an interesting counter-consensus valuation call though visibility to topline stabilization which would likely breathe life into shares remains difficult. We believe the balance sheet is misunderstood (we see a seasonally normalized net cash position after accounting for" [X Link](https://x.com/BottomUpEquity/status/2016453876933620070) 2026-01-28T10:10Z [----] followers, [---] engagements "$UPS United Parcel Service Big Brown Continues Its Ozempic Journey; Looks More Attractive With 4Q25 Beat & Raise Summary: UPS beat 4Q25 expectations with 2% higher revenue 7% better adjusted EBIT 60bp better operating margin and 8% higher adjusted EPS vs. Consensus. FY26 guidance is ahead of current expectations with implied adjusted EPS of $7.16 vs. $7.12 and we see lower CapEx as indicative of capital efficiency execution. This big ship has taken time to adjust course but strong results in 3Q25 and 4Q25 (despite material demand headwinds) are showing through in UPS' weight loss journey." [X Link](https://x.com/BottomUpEquity/status/2016455771014205874) 2026-01-28T10:18Z [----] followers, [---] engagements "$ROP Roper Technologies Two Consecutive Misses And Few Near-Term Catalysts.Moving To Hold; Target To $385 Summary: Unfortunately we were wrong as Roper's 3Q issues persisted into 4Q sending shares down 10% today as 4Q organic revenue of 4% fell short of the Street's 5.5% expectation driven by another quarter of softer Deltek performance continued tariff-related weakness in Neptune and lower Networking perpetual-license revenue. With the stock now trading at 13.5X CY27E P/FCF much of the bad news is priced in but management's CY26 does not appear fully de-risked from our point-of-view as it" [X Link](https://x.com/BottomUpEquity/status/2016456257247314330) 2026-01-28T10:20Z [----] followers, [---] engagements "$VFC VF Corporation VFC F3Q26 Quick Look Summary: VFC beat our estimates (+$72mn revenue +$61mn adj. EBIT vs. Stifel) led by the Americas region (+6% cc ex-Dickies) and DTC channel (+3% cc ex-Dickies) with better margin conversion. The North Face accelerated in the quarter (+8% cc vs. +4% cc in F2Q) despite a stiffer comparison while Timberland (+5% cc vs. +4% cc in F2Q) and Vans (-10% cc vs. -11% cc in F3Q) both modestly improved on a sequential revenue basis. Looking ahead to revenue guidance as a proxy for profit improvement capacity the F4Q outlook for flat to +2% cc encourages the" [X Link](https://x.com/BottomUpEquity/status/2016536749724340632) 2026-01-28T15:40Z [----] followers, [---] engagements "$BMI Badger Meter 4Q25 Misses; Top Line Misses Margins Beat But EPS Misses https://twitter.com/i/web/status/2016561164541362376 https://twitter.com/i/web/status/2016561164541362376" [X Link](https://x.com/BottomUpEquity/status/2016561164541362376) 2026-01-28T17:17Z [----] followers, [---] engagements "$ADP Automatic Data Processing Solid F2Q/Outlook; Weak Hiring and AI Narrative Represent Continued Overhang Summary: F2Q revenue +5% organic cc in-line EPS +11% (modest beat) F26 guidance (revenue +6% cc EPS +9-10%) very modestly increased to reflect higher float/ interest income (balances). Higher float/interest income and operating leverage enhances confidence in margin expansion +50-70bp y/y plus share repurchases driving EPS growth above revenue growth. Bookings guidance maintained in wide-range (+4-7%) given F4Q seasonality (no quarterly reporting but qualitative commentary sounded" [X Link](https://x.com/BottomUpEquity/status/2016846301627875675) 2026-01-29T12:10Z [----] followers, [---] engagements "$BRO Brown & Brown Lowering EPS and TP; Upgrading to MP on Valuation Summary: We lower our target price on BROs shares to $73 (15.1x our 2027E cash EPS) from $80 and raise our rating to Market Perform from Underperform following its 4Q25 earnings report and conference call. We lower our 2026E/2027E cash EPS to $4.45/$4.90 from $4.60/$5.00 assuming lower revenues and adjusted EBITDAC margins partly offset by lower share counts. We think BROs current valuation fairly contemplates fading P&C pricing (including sustained property rate decreases and decelerating casualty rate increases)." [X Link](https://x.com/BottomUpEquity/status/2016846992941433225) 2026-01-29T12:12Z [----] followers, [---] engagements "$CHRW C.H. Robinson Good Things Rarely Come Cheap: Valuation Breaking Out But Ample Room for Earnings Expansion Reiterate Buy Summary: C.H. Robinson reported 4Q25 adjusted EPS of $1.23above our $1.13 and the Street's $1.12 estimates. We believe these results reinforce the company's transformation narrative: even in challenging macro conditions its ability to manage demand swings has fundamentally improved versus prior cycles as has its ability to scale in an upcycle. While the latter scenario remains untested we think every quarter of execution on the former adds credibility to the investment" [X Link](https://x.com/BottomUpEquity/status/2016851645024350353) 2026-01-29T12:31Z [----] followers, [---] engagements "$PH Parker-Hannifin Beat & Raise; Strong Quarter All Around Summary: We maintain our Hold rating on PH shares with a $965 target price. Another strong quarter continuing Parker's customary "beat and raise" with strength across the board. Orders growth was notable at 9% for the total company with Industrial North America accelerating to +7% Industrial International +6% and Aerospace +14%. Strong incremental margins drove 150bps of segment operating margin expansion. Parker continues to execute at a very high level while driving above market longer cycle revenue growth across the portfolio." [X Link](https://x.com/BottomUpEquity/status/2017201339202191506) 2026-01-30T11:40Z [----] followers, [---] engagements "1/9 STIFEL Animal Health Sleep and Vision. Our View on Upside/Downside to [----] Estimates and Stock Catalysts🧵 $ZTS $COO $ELAN $IDXX $INSP $NYXH $RMD $TRUP https://twitter.com/i/web/status/2017207055128420675 https://twitter.com/i/web/status/2017207055128420675" [X Link](https://x.com/BottomUpEquity/status/2017207055128420675) 2026-01-30T12:03Z [----] followers, [---] engagements "$TMO Thermo Fisher Scientific Familiar Messaging: Solid 4Q + 3-4% Organic Starting Point For '26 With An Eye On More https://twitter.com/i/web/status/2017211984136019986 https://twitter.com/i/web/status/2017211984136019986" [X Link](https://x.com/BottomUpEquity/status/2017211984136019986) 2026-01-30T12:23Z [----] followers, [---] engagements "$AJG Arthur J. Gallagher & Co. Raising EPS On Higher Risk Management Revenues and Margins; Maintain MP https://twitter.com/i/web/status/2017212362118369552 https://twitter.com/i/web/status/2017212362118369552" [X Link](https://x.com/BottomUpEquity/status/2017212362118369552) 2026-01-30T12:24Z [----] followers, [---] engagements "$SYK Stryker Terrific [----] Finish Underpinned By Strong Execution & Positive Procedure/Capital TrendsGuide Suggests More On Tap For [----] https://twitter.com/i/web/status/2017213006006915260 https://twitter.com/i/web/status/2017213006006915260" [X Link](https://x.com/BottomUpEquity/status/2017213006006915260) 2026-01-30T12:27Z [----] followers, [---] engagements "$BRBR BellRing Brands 1Q26 Overview 1Q Beat on Timing; FY26 Outlook Narrowed https://twitter.com/i/web/status/2018695255072047269 https://twitter.com/i/web/status/2018695255072047269" [X Link](https://x.com/BottomUpEquity/status/2018695255072047269) 2026-02-03T14:37Z [----] followers, [---] engagements "$BRBR BellRing Brands Standing by the Bell - Lower Growth but Still Differentiated and Valuation is Compelling Summary: BellRing brands reported a stronger first quarter benefiting from shipment timing. The company lowered the high-end of both its revenue and EBITDA outlook in FY26 incorporating the delay in rolling out its merchandising initiative and heightened promotional activity in the category driven by insurgent brands. The stock underperformed despite low expectations into the quarter which we believe reflects a softer second quarter outlook due to a shipment timing benefit in the" [X Link](https://x.com/BottomUpEquity/status/2018999101631733938) 2026-02-04T10:44Z [----] followers, [---] engagements "$MPWR Monolithic Power Systems MPWR 4Q25 Preview: Expect Solid Beat-and-Raise from Diversified Power Leader; Raising TP to $1300 Summary: We expect MPWR to report a beat for the Dec Q versus our revenue estimate of $740.0mn (+0.4% q/q) and NG EPS of $4.73 considering (1) additional customers contributing revenue in the quarter (2) strong hyperscaler Capex results in the Q (3) storage demand pointing to strong SSD power delivery performance and (4) increasing validation points of a broader analog recovery underway. We think MPWR will raise guidance for 1Q26E (Mar Q) compared to our revenue" [X Link](https://x.com/BottomUpEquity/status/2019000696645845339) 2026-02-04T10:50Z [----] followers, [---] engagements "$EFX Equifax First Take: Strong Quarterly Results [----] Guidance Mixed Why Not More Operating Leverage https://twitter.com/i/web/status/2019053958174564595 https://twitter.com/i/web/status/2019053958174564595" [X Link](https://x.com/BottomUpEquity/status/2019053958174564595) 2026-02-04T14:22Z [----] followers, [---] engagements "$GOOGL $GOOG Alphabet Big in Every WAI - More Cloud More Ads More Subs More Capex Summary: GOOGL put up a marquee quarter highlighted by a signficant Cloud beat (+48% y/y vs. "high 30% bogey") with a view of continued growth as GCP backlog was +55% sequentially paired with healthier advertising revenue despite a lighter YouTube quarter (due to lapping U.S. political). Gemini progress remains consistent with 750mn MAUs now using the Gemini App and commentary that supports a robust software ecosystem utilizing LLMs at the enterprise level all while driving costs down significantly over the last" [X Link](https://x.com/BottomUpEquity/status/2019512641010466918) 2026-02-05T20:45Z [----] followers, [---] engagements "$ON ON Semiconductor Positive Peer Read-Throughs Balanced by Mixed Macro Indicators; Focus Remains on FCF and GM Execution; Hold https://twitter.com/i/web/status/2020558403903341055 https://twitter.com/i/web/status/2020558403903341055" [X Link](https://x.com/BottomUpEquity/status/2020558403903341055) 2026-02-08T18:00Z [----] followers, [---] engagements "$TDG TransDigm Model update post FQ1: Solid Performance but Aftermarket Uncertainty Increasing Volatility https://twitter.com/i/web/status/2020558969027408068 https://twitter.com/i/web/status/2020558969027408068" [X Link](https://x.com/BottomUpEquity/status/2020558969027408068) 2026-02-08T18:02Z [----] followers, [---] engagements "$HSY Hershey Hersheys Happy Place Chocolate Elasticities Performing Well and Stronger Earnings Recovery in [----] https://twitter.com/i/web/status/2020559187600617699 https://twitter.com/i/web/status/2020559187600617699" [X Link](https://x.com/BottomUpEquity/status/2020559187600617699) 2026-02-08T18:03Z [----] followers, [---] engagements "$ILMN Illumina Seemingly Conservative '26 Set-Up Remains Intact; Attention Turns To Competitive Dynamics https://twitter.com/i/web/status/2020560761689358553 https://twitter.com/i/web/status/2020560761689358553" [X Link](https://x.com/BottomUpEquity/status/2020560761689358553) 2026-02-08T18:10Z [----] followers, [---] engagements "$CB Chubb Raising EPS and Target Price as Strength Persists; Maintain OP https://twitter.com/i/web/status/2020560930434629956 https://twitter.com/i/web/status/2020560930434629956" [X Link](https://x.com/BottomUpEquity/status/2020560930434629956) 2026-02-08T18:10Z [----] followers, [---] engagements "$PM Philip Morris Confident Path Forward Growth Pillars Sustain Momentum For Years to Come https://twitter.com/i/web/status/2020561733262221428 https://twitter.com/i/web/status/2020561733262221428" [X Link](https://x.com/BottomUpEquity/status/2020561733262221428) 2026-02-08T18:13Z [----] followers, [----] engagements "$PGY Pagaya Technologies '26 Growth Concerns Create Buying Oppty on L/T Credit Stability and Multiple Expansion https://twitter.com/i/web/status/2021197253482791139 https://twitter.com/i/web/status/2021197253482791139" [X Link](https://x.com/BottomUpEquity/status/2021197253482791139) 2026-02-10T12:19Z [----] followers, [----] engagements "$BDX Becton Dickinson and Company Solid Start To The F2026 Year But Now-Closed Divestiture & Some Timing Dynamics Push Rest-Of-2026 Outlook Lower https://twitter.com/i/web/status/2021197604277621118 https://twitter.com/i/web/status/2021197604277621118" [X Link](https://x.com/BottomUpEquity/status/2021197604277621118) 2026-02-10T12:20Z [----] followers, [---] engagements "$ON ON Semiconductor In-line 4Q25 Print; Guidance a Tad Light Though Multiple Levers Could Unlock Longer-Term Leverage; Hold https://twitter.com/i/web/status/2021201059956306016 https://twitter.com/i/web/status/2021201059956306016" [X Link](https://x.com/BottomUpEquity/status/2021201059956306016) 2026-02-10T12:34Z [----] followers, [---] engagements "$SPGI S&P Global Quick Post Call: MI Impacted by Market-Sensitive Volumes Not Losing to AI Competitors; Tough Comps + Conservatism in Ratings $SPGI S&P Global First Take: Mixed Results and Lower than Expected Guidance Stock Likely to be Pressured https://t.co/CzqGZUA1si $SPGI S&P Global First Take: Mixed Results and Lower than Expected Guidance Stock Likely to be Pressured https://t.co/CzqGZUA1si" [X Link](https://x.com/BottomUpEquity/status/2021292593561174500) 2026-02-10T18:38Z [----] followers, [---] engagements "$XYL Xylem Priming the Pump for Profitable Growth; Accelerated 80-20 Actions in [----] https://twitter.com/i/web/status/2021554177726374212 https://twitter.com/i/web/status/2021554177726374212" [X Link](https://x.com/BottomUpEquity/status/2021554177726374212) 2026-02-11T11:57Z [----] followers, [---] engagements "$LSCC Lattice Semiconductor Industrial Normalization and AI Server Content Growth Support Improved FY26 Outlook; F4Q25 Review https://twitter.com/i/web/status/2021560406485926298 https://twitter.com/i/web/status/2021560406485926298" [X Link](https://x.com/BottomUpEquity/status/2021560406485926298) 2026-02-11T12:22Z [----] followers, [---] engagements "$EW Edwards Lifesciences Another Solid Double-Digit TAVR Growth Quarter as Upbeat Conference Call Highlights Positive Year-Ahead Set-Up https://twitter.com/i/web/status/2021561436334399947 https://twitter.com/i/web/status/2021561436334399947" [X Link](https://x.com/BottomUpEquity/status/2021561436334399947) 2026-02-11T12:26Z [----] followers, [---] engagements "$ALAB Astera Labs Investing Now for a Brighter Future: Highlights from ALAB's Dec Q Print and Mar Q Guide; Buy https://twitter.com/i/web/status/2021561851977371694 https://twitter.com/i/web/status/2021561851977371694" [X Link](https://x.com/BottomUpEquity/status/2021561851977371694) 2026-02-11T12:27Z [----] followers, [----] engagements "$AEIS Advanced Energy Industries 4Q(Dec) earnings Semicap strength Datacenter redux and a touch of Conservatism https://twitter.com/i/web/status/2021562030965076130 https://twitter.com/i/web/status/2021562030965076130" [X Link](https://x.com/BottomUpEquity/status/2021562030965076130) 2026-02-11T12:28Z [----] followers, [---] engagements "$AMAT Applied Materials F1Q(Jan) Preview Tone Trajectory Technology https://twitter.com/i/web/status/2021705845361279374 https://twitter.com/i/web/status/2021705845361279374" [X Link](https://x.com/BottomUpEquity/status/2021705845361279374) 2026-02-11T22:00Z [----] followers, [---] engagements "$SHOP Shopify Reach and Resources: Kicking Off the Year of Agentic Commerce https://twitter.com/i/web/status/2021706116468822406 https://twitter.com/i/web/status/2021706116468822406" [X Link](https://x.com/BottomUpEquity/status/2021706116468822406) 2026-02-11T22:01Z [----] followers, [---] engagements "$STRL Sterling Infrastructure We Have Hit Paydirt: Initiating Coverage of Sterling Infrastructure (STRL) with a Buy Rating and $486 Price Target https://twitter.com/i/web/status/2021737766480953701 https://twitter.com/i/web/status/2021737766480953701" [X Link](https://x.com/BottomUpEquity/status/2021737766480953701) 2026-02-12T00:07Z [----] followers, [---] engagements "$GNRC Generac Holdings C&I Gaining Momentum Fueled by Data Centers; Raising Target Price to $235 https://twitter.com/i/web/status/2021897890080199003 https://twitter.com/i/web/status/2021897890080199003" [X Link](https://x.com/BottomUpEquity/status/2021897890080199003) 2026-02-12T10:43Z [----] followers, [---] engagements "$PAYC Paycom Software Becoming A Share Donor; Target to $120 https://twitter.com/i/web/status/2021910837376483711 https://twitter.com/i/web/status/2021910837376483711" [X Link](https://x.com/BottomUpEquity/status/2021910837376483711) 2026-02-12T11:34Z [----] followers, [---] engagements "$VKTX Viking Therapeutics Oral-VK2735 Gets FDA Nod for Ph.3 While Injectable VANQUISH and Maintenance Trials Rapidly Enrolled https://twitter.com/i/web/status/2021916933432447009 https://twitter.com/i/web/status/2021916933432447009" [X Link](https://x.com/BottomUpEquity/status/2021916933432447009) 2026-02-12T11:58Z [----] followers, [----] engagements "$TYL Tyler Technologies First Look: Subscription Strong But Moving Parts Weigh On Total Revs https://twitter.com/i/web/status/2021920196022198510 https://twitter.com/i/web/status/2021920196022198510" [X Link](https://x.com/BottomUpEquity/status/2021920196022198510) 2026-02-12T12:11Z [----] followers, [---] engagements "$EQIX Equinix Finishes the Year with Record Bookings & Strong Momentum; AFFO/ sh Now Seeing 400bps Improvement; Target to $1075; Reit. Buy" [X Link](https://x.com/BottomUpEquity/status/2021927471231209766) 2026-02-12T12:40Z [----] followers, [---] engagements "$GFL GFL Environmental Strong Results in General [----] Guidance Impacted by FX Underlying Growth and Margin Expansion is Solid https://twitter.com/i/web/status/2021933155700084986 https://twitter.com/i/web/status/2021933155700084986" [X Link](https://x.com/BottomUpEquity/status/2021933155700084986) 2026-02-12T13:03Z [----] followers, [---] engagements "$HUBS HubSpot Maybe Not Enough But Certainly Not Dead https://twitter.com/i/web/status/2021933941796569472 https://twitter.com/i/web/status/2021933941796569472" [X Link](https://x.com/BottomUpEquity/status/2021933941796569472) 2026-02-12T13:06Z [----] followers, [---] engagements "$TYL Tyler Technologies Moving Parts Impact 4Q Results '26 Guide; L-T Cloud Migration Story Remains Intact https://twitter.com/i/web/status/2022075149562888627 https://twitter.com/i/web/status/2022075149562888627" [X Link](https://x.com/BottomUpEquity/status/2022075149562888627) 2026-02-12T22:27Z [----] followers, [---] engagements "$ZTS Zoetis 4Q25 Results: Many Moving Parts; Our Asterisk to the "Clean" [----] Revenue Guidance Explained Below https://twitter.com/i/web/status/2022075396267946115 https://twitter.com/i/web/status/2022075396267946115" [X Link](https://x.com/BottomUpEquity/status/2022075396267946115) 2026-02-12T22:28Z [----] followers, [---] engagements "$CBRE CBRE Group Post 4Q EPS Relatively Unchanged; Rating Remains Outperform https://twitter.com/i/web/status/2022075760547078283 https://twitter.com/i/web/status/2022075760547078283" [X Link](https://x.com/BottomUpEquity/status/2022075760547078283) 2026-02-12T22:30Z [----] followers, [---] engagements "$QSR Restaurant Brands International 4Q Earnings Takeaways https://twitter.com/i/web/status/2022304279369847027 https://twitter.com/i/web/status/2022304279369847027" [X Link](https://x.com/BottomUpEquity/status/2022304279369847027) 2026-02-13T13:38Z [----] followers, [---] engagements "$IR Ingersoll-Rand 4Q25 Beats Top and Bottom Line; [----] Guidance a Touch Light" [X Link](https://x.com/BottomUpEquity/status/2022307294784970886) 2026-02-13T13:50Z [----] followers, [---] engagements "$IRM Iron Mountain Incorporated Post Call Thoughts: Strong Performance Likely to Continue We Think Data Center Leasing is Inflecting" [X Link](https://x.com/BottomUpEquity/status/2022308111592120793) 2026-02-13T13:53Z [----] followers, [---] engagements "$IPGP IPG Photonics Corporation F4Q25 Review; Non-Industrial Momentum Meets Industrial Stability https://twitter.com/i/web/status/2022308531299377544 https://twitter.com/i/web/status/2022308531299377544" [X Link](https://x.com/BottomUpEquity/status/2022308531299377544) 2026-02-13T13:55Z [----] followers, [---] engagements "$VRTX Vertex Pharmaceuticals 4Q25 Recap: Commercial Business In-Line; Focus is on Povetacicept and Potential Differentiation in a Crowded IgAN Market https://twitter.com/i/web/status/2022309070560964729 https://twitter.com/i/web/status/2022309070560964729" [X Link](https://x.com/BottomUpEquity/status/2022309070560964729) 2026-02-13T13:57Z [----] followers, [---] engagements "$TOST Toast 4Q25 Wrap: Fundamentals Holding Up As Reinvestments Accelerate https://twitter.com/i/web/status/2022309574842171544 https://twitter.com/i/web/status/2022309574842171544" [X Link](https://x.com/BottomUpEquity/status/2022309574842171544) 2026-02-13T13:59Z [----] followers, [---] engagements "$DKNG DraftKings 4Q25 First Take: Q4 Ahead; Ugly Guide But 'Kitchen Sink' Approach Seems Prudent; "No Discernible Impact" From Kalshi https://twitter.com/i/web/status/2022309867352993854 https://twitter.com/i/web/status/2022309867352993854" [X Link](https://x.com/BottomUpEquity/status/2022309867352993854) 2026-02-13T14:00Z [----] followers, [---] engagements "$CW Curtiss-Wright Corporation Growth Opportunities Abound Stock Comes With a Price Tag; Maintain Hold" [X Link](https://x.com/BottomUpEquity/status/2022311221429440670) 2026-02-13T14:05Z [----] followers, [---] engagements "$LECO Lincoln Electric Holdings Industrial Cycle Optimism & New [----] Targets Provide Upside https://twitter.com/i/web/status/2022311528733573611 https://twitter.com/i/web/status/2022311528733573611" [X Link](https://x.com/BottomUpEquity/status/2022311528733573611) 2026-02-13T14:06Z [----] followers, [---] engagements "$FROG JFrog Hopping Along https://twitter.com/i/web/status/2022311871844389177 https://twitter.com/i/web/status/2022311871844389177" [X Link](https://x.com/BottomUpEquity/status/2022311871844389177) 2026-02-13T14:08Z [----] followers, [---] engagements "$TRUP Trupanion 4Q25 Results: We Continue to See Deteriorating Fundamentals. Lower PT and Reiterate Hold" [X Link](https://x.com/BottomUpEquity/status/2022312260794822944) 2026-02-13T14:09Z [----] followers, [---] engagements "$WTS Watts Water Technologies Executing on Strategic Growth Initiatives; Someone Say Data Centers" [X Link](https://x.com/BottomUpEquity/status/2022312803281867130) 2026-02-13T14:11Z [----] followers, [---] engagements "$WYNN Wynn Resorts 4Q25 Recap: Make Sure You Adjust Margins To Understand Where They Really Are; Any Panic Selling Creates A Great Buying Opp" [X Link](https://x.com/BottomUpEquity/status/2022313076381327569) 2026-02-13T14:13Z [----] followers, [---] engagements "$PCOR Procore Technologies Procore Hits the Nail on the Head with a Solid Print/Guide https://twitter.com/i/web/status/2022313521103384853 https://twitter.com/i/web/status/2022313521103384853" [X Link](https://x.com/BottomUpEquity/status/2022313521103384853) 2026-02-13T14:14Z [----] followers, [---] engagements "$DXCM DexCom 4Q25 Results: Few Surprises Remains our Top Pick in Diabetes https://twitter.com/i/web/status/2022314710956208507 https://twitter.com/i/web/status/2022314710956208507" [X Link](https://x.com/BottomUpEquity/status/2022314710956208507) 2026-02-13T14:19Z [----] followers, [---] engagements "$BROS Dutch Bros Delivers Some Well-Timed Dutch Luv for the Bulls https://twitter.com/i/web/status/2022314917047513583 https://twitter.com/i/web/status/2022314917047513583" [X Link](https://x.com/BottomUpEquity/status/2022314917047513583) 2026-02-13T14:20Z [----] followers, [---] engagements "$CART Maplebear Accelerating GTV to Close [----] with Healthy Outlook on Ads & Enterprise for '26 https://twitter.com/i/web/status/2022315365141717317 https://twitter.com/i/web/status/2022315365141717317" [X Link](https://x.com/BottomUpEquity/status/2022315365141717317) 2026-02-13T14:22Z [----] followers, [---] engagements "$PINS Pinterest Tariff Pressures Weighing on Large Retailer Spend in UCAN / Europe" [X Link](https://x.com/BottomUpEquity/status/2022316988744319194) 2026-02-13T14:28Z [----] followers, [---] engagements "$AMAT Applied Materials F1Q(Jan) Earnings Tone (check) Trajectory (check) Technology (check); TP to $450 https://twitter.com/i/web/status/2022317231091142703 https://twitter.com/i/web/status/2022317231091142703" [X Link](https://x.com/BottomUpEquity/status/2022317231091142703) 2026-02-13T14:29Z [----] followers, [---] engagements "$MBD MongoDB Earnings Preview: MongoDB is scheduled to report F3Q26 earnings after the market close on Monday December 1st with a call at 5PM ET. Given solid hyperscaler results (+Azure +GCP +AWS) as well as healthy usage commentary from most consumption peers we believe that MongoDBs strong usage trends from last quarter carried over to 3Q which should enable Atlas to post a solid upside quarter. https://twitter.com/i/web/status/1995474649065337198 https://twitter.com/i/web/status/1995474649065337198" [X Link](https://x.com/BottomUpEquity/status/1995474649065337198) 2025-12-01T12:46Z [----] followers, [---] engagements "$MRVL Marvell Closes Acquisition of XConn Technologies Updating Financial Model https://twitter.com/i/web/status/2021737227433193688 https://twitter.com/i/web/status/2021737227433193688" [X Link](https://x.com/BottomUpEquity/status/2021737227433193688) 2026-02-12T00:04Z [----] followers, [----] engagements "$CROX Crocs Points to Margin Expansion and HEYDUDE Inflection in FY26; TP to $99 https://twitter.com/i/web/status/2022317752124420378 https://twitter.com/i/web/status/2022317752124420378" [X Link](https://x.com/BottomUpEquity/status/2022317752124420378) 2026-02-13T14:31Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BottomUpEquity Bottom Up Equity
Bottom Up Equity posts on X about target, strong, business, beat the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Week [------] +184%
- [--] Month [-------] +38%
- [--] Months [-------] +5,457,407%
- [--] Year [-------] +50,465%
Mentions: [--] #
- [--] Month [---] -28%
- [--] Months [---] +80,000%
- [--] Year [---] +13,267%
Followers: [-----] #
- [--] Week [-----] +3.70%
- [--] Month [-----] +13%
- [--] Months [-----] +401%
- [--] Year [-----] +341%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 82.5% finance 19% cryptocurrencies 11.5% technology brands 8.5% countries 2.5% social networks 1% currencies 0.5% fashion brands 0.5% automotive brands 0.5%
Social topic influence target 11%, strong 11%, business 5.5%, beat 5.5%, growth 5%, ai 4.5%, summary #838, rating #1727, we are 3%, the year 2.5%
Top accounts mentioned or mentioned by @brunocptn @kh2014000 @nothingburger16 @bigblockvette69
Top assets mentioned ResMed Inc. (RMD) Waste Connections, Inc. (WCN) GFL Environmental Holdings Inc. (GFL) Inspect (INSP) McCormick & Company, Incorporated (MKC) IDEXX Laboratories, Inc. (IDXX) Zoetis Inc (ZTS) S&P Global Inc (SPGI) BellRing Brands, Inc. (BRBR) Tyler Technologies, Inc. (TYL) Salesforce Inc (CRM) CH Robinson Worldwide Inc (CHRW) Arthur J. Gallagher & Co. (AJG) Astera Labs, Inc. (ALAB) Waste Management, Inc. (WM) Procore Technologies, Inc. (PCOR) Celldex Therapeutics, Inc (CLDX) Paychex, Inc. (PAYX) Iqvia Holdings Inc (IQV) Lamb Weston Holdings Inc (LW) Boston Scientific Corporation (BSX) Basilisk (BSX) Lam Research Corporation (LRCX) Amazon.com, Inc. (AMZN) Maplebear Inc. (CART) Danaher Corporation (DHR) Elanco Animal Health Incorporated Common Stock (ELAN) Nyxoah SA (NYXH) Cooper Companies, Inc. (COO) RAI Finance (SOFI) MONDELEZ INTERNATIONAL INC (MDLZ) Palo Alto Networks Inc (PANW) McGraw Hill, Inc. (MH) Crocs, Inc. (CROX) VF Corp (VFC) Hershey Co (HSY) Vital Farms, Inc. (VITL) Autodesk Inc (ADSK) Illumina, Inc. (ILMN) Abbott Laboratories (ABT) Arcblock (ABT) Revolution Medicines, Inc. (RVMD) United Parcel Service, Inc. (UPS) ON Semiconductor, Corp. (ON) Orochi Network (ON) Applied Materials, Inc. (AMAT) BABB (BAX) RXO, Inc. (RXO) Old Dominion Freight Line Inc (ODFL) Credo Technology Group Holding Ltd (CRDO) Centrus Energy Corp. (LEU) Waters Corporation (WAT) Wat (WAT)
Top Social Posts
Top posts by engagements in the last [--] hours
"$CRM Salesforce Preview: All Eyes On Agentforce Summary: Like most of the software group CRM shares have started the year on the wrong foot ((25%) YTD (21%) IGV) with broader software sentiment turning sour. Agentforce adoption and usage remains the most important measure of the durability of the business for a number of reasons: defending against AI incumbents causing a halo-effect for core cloud adoption and consumption driving upside to numbers among other reasons. Our checks pointed to a continuation of the steady progression towards Salesforce's agentic enterprise goals. Additionally we"
X Link 2026-02-05T20:42Z [----] followers, [----] engagements
"$BAX Baxter International 4Q25 Sales Better Than Expected But Margins/EPS Fall Short.Along With Below-Consensus [----] Guide https://twitter.com/i/web/status/2022074837741760705 https://twitter.com/i/web/status/2022074837741760705"
X Link 2026-02-12T22:26Z [----] followers, [---] engagements
"STIFEL Fundamental Thesis Unchanged; We Are Buyers on Weakness $CHRW $ODFL $RXO https://twitter.com/i/web/status/2022303306794570104 https://twitter.com/i/web/status/2022303306794570104"
X Link 2026-02-13T13:34Z [----] followers, [---] engagements
"$AJG Arthur J. Gallagher & Co. - 4Q25 Investor Day Note: Trimming EPS and TP; Maintain MP Rating Summary: We maintain our Market Perform rating on AJGs shares and lower our target price to $272 (20.2x our 2026E EPS) from $275 following its 4Q25 investor meeting. We lower our 2025E/2026E/2027E EPS to $10.70/$13.45/$14.85 from $10.85/ $13.60/$14.90 assuming slightly lower 2025/2026 organic revenue growth and lower Brokerage EBITDAC margins. We believe the shares current valuation fairly balances AJGs consistently excellent execution and continued prospects for organic and inorganic growth and"
X Link 2025-12-18T08:17Z [----] followers, [---] engagements
"$CRDO Credo Announces Significantly Raised Revenue Guidance for F3Q26E (Jan) Signaling Continued NT Demand Strength; Reiterate Buy https://twitter.com/i/web/status/2021200529276215479 https://twitter.com/i/web/status/2021200529276215479"
X Link 2026-02-10T12:32Z [----] followers, [----] engagements
"$LEU Centrus Energy Noisy Quarter and Guidance Weighs on the Shares; Maintain Buy https://twitter.com/i/web/status/2021902098011488387 https://twitter.com/i/web/status/2021902098011488387"
X Link 2026-02-12T10:59Z [----] followers, [----] engagements
"$ALAB Astera Labs Thoughts on Stock Sell-Off Following ALAB's 4Q25 Print $ALAB Astera Labs Investing Now for a Brighter Future: Highlights from ALAB's Dec Q Print and Mar Q Guide; Buy https://t.co/d1kiNG4uSU $ALAB Astera Labs Investing Now for a Brighter Future: Highlights from ALAB's Dec Q Print and Mar Q Guide; Buy https://t.co/d1kiNG4uSU"
X Link 2026-02-12T12:59Z [----] followers, [----] engagements
"$WCN Waste Connections Post Call Thoughts: Underlying Core Business Improving But ETLF Creating More Uncertainty https://twitter.com/i/web/status/2022310213064274226 https://twitter.com/i/web/status/2022310213064274226"
X Link 2026-02-13T14:01Z [----] followers, [---] engagements
"$WAT Waters Corporation: 3Q25 Review: Still in the High Single-Digit Groove WAT posted a solid beat and raise with continued strong performance in pharma and global instrument growth on the back of the ongoing LC-MS replacement cycle and a return to growth in the TA Division. While the implied 4Q guide left some of the EPS beat on the table the overall outlook raise has the WAT business seemingly finishing the year on solid ground. Management offered some additional details on BD integration which appears to be moving in the right direction - though there remains much to prove on growth"
X Link 2025-11-05T09:35Z [----] followers, [---] engagements
"$RGEN Conference and Dinner Notes"
X Link 2025-11-12T10:31Z [----] followers, [---] engagements
"$NIQ NIQ Global Intelligence First Take: Strong Result: Beat Across Nearly All Key Metrics and [----] Guidance Raised https://twitter.com/i/web/status/1988978456474824932 https://twitter.com/i/web/status/1988978456474824932"
X Link 2025-11-13T14:33Z [----] followers, [---] engagements
"$VEEV Veeva Systems Solid Beat/Raise Overshadowed by CRM Concerns that Seem Overblown https://twitter.com/i/web/status/1991813428063682800 https://twitter.com/i/web/status/1991813428063682800"
X Link 2025-11-21T10:18Z [----] followers, [----] engagements
"Covered E&C names with direct data center exposure: Comfort Systems $FIX 30% DC Legence $LGN 30% DC EMCOR $EME 25% DC Everus $ECG 25% DC"
X Link 2025-11-21T22:33Z [----] followers, [---] engagements
"$ZBH Zimmer Biomet Holdings Two High-Volume Ortho Surgeons Highlight Healthy Procedure Environment & Growth-Enhancing ZBH Innovation https://twitter.com/i/web/status/1992903626646237434 https://twitter.com/i/web/status/1992903626646237434"
X Link 2025-11-24T10:30Z [----] followers, [---] engagements
"$ACDC ProFrac Holding Headwinds Persist in U.S. Land Market; Maintain Hold https://twitter.com/i/web/status/1992904549783204332 https://twitter.com/i/web/status/1992904549783204332"
X Link 2025-11-24T10:34Z [----] followers, [---] engagements
"$DNOW DNOW Inc. Mid-Quarter Proprietary PVF Survey Points to Positive Market Growth in 2026; Maintain Buy Rating https://twitter.com/i/web/status/1992907971718742158 https://twitter.com/i/web/status/1992907971718742158"
X Link 2025-11-24T10:47Z [----] followers, [---] engagements
"Company Thoughts for 2026: $GFL (Buy C$63.82) - Best in class revenue and margin growth in [----]. $CWST (Buy $94.51) - Moving past GFL acquisition integration hiccup valuation should improve. $WCN (Buy $173.15) - [----] FCF Conversion should improve meaningfully - we expect over 400bps. $WM (Buy $211.84) - Significant FCF coming in [----] but WMHS needs stabilization. $RSG (Buy $215.16) - [----] is likely to be a rebasing year for Revenue and EBITDA growth. https://twitter.com/i/web/status/1993242374433079600 https://twitter.com/i/web/status/1993242374433079600"
X Link 2025-11-25T08:56Z [----] followers, [---] engagements
"$MNST Monster Beverage PRIMER PDF👇 $CELH https://twitter.com/i/web/status/1993653263141384248 https://twitter.com/i/web/status/1993653263141384248"
X Link 2025-11-26T12:09Z [----] followers, [---] engagements
"$MPLT MapLight Therapeutics ADEPT-2 Continuation Has Grey Implications But At Face is a Win for MPLT In Backdrop of Low Expectations"
X Link 2025-12-03T17:02Z [----] followers, [---] engagements
"$NCNO nCino - 3Q Wrap: Raising FY27-28 Earnings Estimates 3-4% on Another Strong Beat & Raise Quarter Summary: NCNO printed another strong beat and raise with F3Q subscription revenue 3.0% above the high end of management's guidance range (3.6% above consensus). NonGAAP operating income/EPS were 22%/49% above consensus. F4Q guidance ranges were in line although management's conservative guidance philosophy would suggest the potential for outperformance. NCNO reiterated confidence in both its FY26 ACV guidance and achieving a rule-of-40 around F4Q27. We raise our FY27/28E non-GAAP operating"
X Link 2025-12-04T10:10Z [----] followers, [---] engagements
"$TTAN ServiceTitan - Nailed It Again: GTV Acceleration & Record FCF Despite Industry Noise https://twitter.com/i/web/status/1996950786077508056 https://twitter.com/i/web/status/1996950786077508056"
X Link 2025-12-05T14:32Z [----] followers, [---] engagements
"$PCOR Procore Technologies - Friday Afternoon with Ajei https://twitter.com/i/web/status/1997073017533583364 https://twitter.com/i/web/status/1997073017533583364"
X Link 2025-12-05T22:38Z [----] followers, [---] engagements
"$NRIX Nurix Therapeutics Weekend ASH Recap: Bexdeg Further Strengthens Its Case for Competitive Differentiation in R/R CLL https://twitter.com/i/web/status/1997978027314102453 https://twitter.com/i/web/status/1997978027314102453"
X Link 2025-12-08T10:34Z [----] followers, [----] engagements
"$BCAX Bicara Therapeutics ESMO Asia Data Strengthens Our Confidence in 1500mg QW Ficerafusp Dosing and TGF-Mediated Response Depth/Durability https://twitter.com/i/web/status/1997978222995046897 https://twitter.com/i/web/status/1997978222995046897"
X Link 2025-12-08T10:35Z [----] followers, [---] engagements
"$IRON Disc Medicine ASH Recap: Prelim. RALLY-MF Data Reads Well & TMPRSS6 MOA Further Validated in PV Nearing Bitopertin Commercial Readiness https://twitter.com/i/web/status/1998063553559822837 https://twitter.com/i/web/status/1998063553559822837"
X Link 2025-12-08T16:14Z [----] followers, [---] engagements
"$WTW Willis Towers Watson - Buying Tech-Enabled Broker Newfront for up to $1.4 Billion Summary: WTW announced that is buying tech-enabled broker Newfront for $1.05 billion (cash: $900 million; equity: $150 million) plus up to $250 million (mostly equity) of performance-dependent contingent consideration and another $150 million (mostly equity) if Newfront exceeds revenue growth targets. The $1.3 billion price (upfront plus contingent consideration) is about 18x Newfronts 2026E pro forma adjusted EBITDA (26% of $275 million of 2026E revenue or about $72 million) and about 12x its 2026E pro"
X Link 2025-12-11T00:13Z [----] followers, [---] engagements
"Stifel just dropped a 324-page biotech outlook for [----]. Can send the PDF if theres interest. $ACRS $ANAB $APGE $ARGX $ASND $AVTX $CGEM $CLDX $CRNX $DNTH $IMVT $JBIO $KYMR $MLTX $ORKA $PLRX $SYRE $TVTX $VRDN $VTYX"
X Link 2025-12-11T00:47Z [----] followers, [----] engagements
"$BLLN BillionToOne - 3Q25 Review: Strong 3Q; 4Q Guidance above Street Estimates https://twitter.com/i/web/status/1999223830342950995 https://twitter.com/i/web/status/1999223830342950995"
X Link 2025-12-11T21:04Z [----] followers, [---] engagements
"3/ Cooper Standard ( $CPS Buy ): Target Price $43 https://twitter.com/i/web/status/2000911420788015448 https://twitter.com/i/web/status/2000911420788015448"
X Link 2025-12-16T12:50Z [----] followers, [---] engagements
"12/ Zedcor Inc. ( $ZDC-TSX Buy ): Target Price C$7.25"
X Link 2025-12-16T12:50Z [----] followers, [----] engagements
"13/ GFL Environmental ( $GFL Buy ): Target Price C$84"
X Link 2025-12-16T12:50Z [----] followers, [---] engagements
"$PAYX Paychex - Stock Discounting Difficult Environment and Then Some: F2Q EPS 12/19 Summary: Expect largely in-line quarter/guide F2Q implies 4%+ organic growth (F1Q +3.5%). FY26 organic revenue +4.5-5.5% plus 30-50bp PYCR revenue synergies; EPS +9-11% (cost synergies/operating leverage). Fundamentals stable q/q macro degraded modestly SMB employment reports mixed skewing modestly negative. Longer-end of yield curve flattish last 90-days; however shorter-end lower (10-20bps). [----] architecture We estimate 5.0%+ F2H growth needed to achieve low-end FY26 organic revenue guide. Anniversary of"
X Link 2025-12-17T13:57Z [----] followers, [---] engagements
"$IQV IQVIA Holdings - Recent Management Meetings: Industry is Recovering More Focus on EBP AI Uses and Trump Administration Impact Thoughts Summary: We came away from recent investor meetings with management with a sense that the industry should continue to recover into [----] but the pace of the recovery through [----] (steepness of curve) remains uncertain. We continue to like IQV's positioning in the market and recommend investors purchase the shares to participate in the market recovery through the best-in-class player in the space. We expect the company to return to 6%-9% revenue growth in"
X Link 2025-12-17T19:37Z [----] followers, [---] engagements
"$INSM Insmed Incorporated - BiRCh Felled But No Impact to Our Estimates Weakness Creates Opportunity Ahead of 4Q25 Earnings Summary: The failure of the P2b BiRCh trial evaluating brensocatib (10/40mg) vs. placebo in highly symptomatic (sTSS 5) CRSsNP patients is a disappointing development particularly given establishing proof-of-concept here would have provided another lever to justify additional valuation runway. However our current brensocatib estimates exclude any contribution from CRSsNP (and HS) and in the absence of any preclinical data validating DPP1 inhibition within this disease"
X Link 2025-12-18T08:19Z [----] followers, [----] engagements
"$RMD ResMed - Our Latest Resmed Thoughts/Doc Diligence: What a Philips Re-Entrance Might Mean and When Might it Occur Summary: Resmeds stock is back at the level from our initiation a year ago with performance slightly lagging the IHI. Multiple compression has occurred of late as FY25 EPS growth was solid (+24%) with the multiple now below its three-year average. With valuation pulling back and the GLP-1 fears our doc diligence raised in March less pronounced due to a significant patient backlog at Sleep Specialist practices we performed diligence around Philips likely U.S. return and what it"
X Link 2025-12-18T08:20Z [----] followers, [---] engagements
"$PYXS Pyxis Oncology - Quick Thoughts: Headline MICVO Efficacy Impresses Awaiting Clarification on Mono Safety/Tolerability https://twitter.com/i/web/status/2001662133830816148 https://twitter.com/i/web/status/2001662133830816148"
X Link 2025-12-18T14:33Z [----] followers, [----] engagements
"$INSP Inspire Medical Systems - Coal in the Stocking. Code Reversal (For Now) Causing Stock to Roundtrip https://twitter.com/i/web/status/2001765957958607144 https://twitter.com/i/web/status/2001765957958607144"
X Link 2025-12-18T21:26Z [----] followers, [---] engagements
"$PAYX Paychex - Modest Revisions Largely Expected; Bottoming Sentiment/Ests Suggest Risk/Reward Improving https://twitter.com/i/web/status/2003107089397280982 https://twitter.com/i/web/status/2003107089397280982"
X Link 2025-12-22T14:15Z [----] followers, [---] engagements
"$LW Lamb Weston - International Headache is No Easy Solve Summary: Lamb Westons second quarter featured a stronger volume performance in North America and EBITDA ahead of our expectations; however a worsening price/mix drag and significant reduction in International profitability contributed to a rerating of Lamb Weston shares despite the reiteration of the full year EBITDA guidance range albeit towards the mid-point of the range. The stronger volume performance in North America and lower cost per finished pound are evidence of the companys progress but investors are left assessing the"
X Link 2025-12-22T14:16Z [----] followers, [----] engagements
"$FIG Initiating Coverage of Figma Inc. With A Hold Rating and $40 Target Price Summary: We are initiating coverage of Figma with a Hold rating and $40 TP. Our TP is based on an 11.8x EV/Revenue multiple on our [----] estimate. In our view Figma is poised to build on its category leadership in design through recent product additions and the proliferation of AI functionality. We see an appealing opportunity for share gains through a combination of net new customer acquisition and expansion through new products and the pricing and packaging actions the company undertook last Spring. As we move"
X Link 2026-01-12T12:28Z [----] followers, [----] engagements
"$WCN Thoughts on Potential Impact of Lower Crude Prices and Trump Administration Targeted $50/bbl to WCNs E&P Waste Business Summary: We believe WCNs stock price has been impacted recently by headlines about the current administrations plans to ramp oil production in Venezuela and to target crude prices of $50/bbl. We estimate the downward trajectory in rig counts in the Permian basin would represent about a 30bps YOY headwind to [----] revenue growth and 10bps YOY margin headwind if rig counts remain flat at current levels all else remaining equal. We also believe there is some concern that"
X Link 2026-01-16T14:23Z [----] followers, [---] engagements
"$BSX Boston Scientific Corporation Initial Doc Checks Suggest Pending Nalu Acquisition Will Differentiate BSX Pain Portfolio. Adding Incremental Growth https://twitter.com/i/web/status/2013937311944237110 https://twitter.com/i/web/status/2013937311944237110"
X Link 2026-01-21T11:30Z [----] followers, [---] engagements
"$ONDS Ondas Holdings Investor Day Takeaways: Emerging Drone Industry Consolidator Summary: ONDS hosted a virtual investor day last Friday where the company presented a teach-in of their Autonomous Systems portfolio and their recently acquired businesses. We like what we heard as the company's targets were nicely above our estimates and we gained greater appreciation of their differentiated approach to the military drone space. While ONDS is still in the early days of executing on their business model they are already delivering impressive progress accelerating their value flywheel - raising"
X Link 2026-01-21T11:41Z [----] followers, 13K engagements
"$MKC McCormick 4Q25 EPS Overview Inflation Bites 4Q FY26 EPS Outlook Below Consensus https://twitter.com/i/web/status/2014365134592811420 https://twitter.com/i/web/status/2014365134592811420"
X Link 2026-01-22T15:50Z [----] followers, [---] engagements
"$MKC McCormick Higher Costs Take Their Toll Lowering FY26 Estimates https://twitter.com/i/web/status/2014674817924874281 https://twitter.com/i/web/status/2014674817924874281"
X Link 2026-01-23T12:21Z [----] followers, [---] engagements
"$DECK Deckers Outdoor Thoughts Ahead of DECK F3Q26: UGG Execution Likely Good Enough for a Beat and Raise https://twitter.com/i/web/status/2014675402317259114 https://twitter.com/i/web/status/2014675402317259114"
X Link 2026-01-23T12:23Z [----] followers, [----] engagements
"$ISRG Intuitive Surgical Encouraging [----] Set-Up as DV5 Launch Accelerates With Incremental Features and New Procedure Opportunities Ahead https://twitter.com/i/web/status/2014684175933022670 https://twitter.com/i/web/status/2014684175933022670"
X Link 2026-01-23T12:58Z [----] followers, [----] engagements
"$LRCX Lam Research F2Q(Dec) Earnings Preview Nothing cold about semicap spending outlook Summary: Lam Research reports earnings this Wednesday after the close. We expect F2Q results to at least meet our estimates which are modestly above consensus. Our estimates reflect some moderation in China sales offset by some pull-forward of DRAM spending. Looking ahead we expect Lam to provide a more upbeat view on CY26 WFE with spending in the low-$120B range up low-mid teens YY. Consistent with our prior field work we expect growth to be broadly distributed across advanced foundry/logic and memory."
X Link 2026-01-27T10:40Z [----] followers, [----] engagements
"$LDOS Leidos Quick Takeaways from $2.4b Entrust Acquisition Summary: This morning LDOS announced a $2.4b all-cash acquisition of Entrust Solutions a top power & utilities engineering and design firm from Kohlberg. The deal effectively doubles the size of LDOS' existing $600m energy infrastructure business and extends the company's utility customer profile to Power Generation and Gas & Electric Utilities. LDOS highlighted considerable due diligence regarding this already-well integrated asset and their confidence in the sustainability of high margins (20% EBITDA). Entrust Solutions appears to"
X Link 2026-01-27T11:32Z [----] followers, [----] engagements
"e-Comm & Consumer App 4Q25 Preview: Healthy 4Q e-Comm Activity But Reason to Be Cautious on [----] - Prefer $AMZN & $PTRN $UBER $DASH $EBAY $CART $W $ETSY $LIF https://twitter.com/i/web/status/2016113401227886624 https://twitter.com/i/web/status/2016113401227886624"
X Link 2026-01-27T11:37Z [----] followers, [---] engagements
"$DHR Danaher 4Q25 First Read: No Surprises On Results or Guide https://twitter.com/i/web/status/2016536017767915726 https://twitter.com/i/web/status/2016536017767915726"
X Link 2026-01-28T15:37Z [----] followers, [---] engagements
"$EAT Brinker International EAT: Initial Review of F2Q Results Summary: Brinker reported F2Q earnings above consensus estimates ($2.87 Street $2.62) driven by another strong comp performance at Chili's (8.6% Street 6.0%) despite lapping a strong 31.4% comp last year. The company raised its FY26 sales and earnings guidance which includes the expected impact from Winter Storm Fern implying full-year revenue growth of roughly 7.5% (Street 6.9%) and earnings growth of 19.7% (Street 17.2%) at the midpoint. Our review of mobile location data suggests QTD trends remained solidly positive ahead of the"
X Link 2026-01-28T15:41Z [----] followers, [---] engagements
"$DHR Danaher 4Q25 Review: Good '25 Finish Low End of the Range As a '26 Starting Point Starts the Hunt For Upside Summary: Formal 4Q results and the associated comments on the conference call matched the info and tone that came out of JPM with both centered on a solid finish to the year and cautious optimism on '26 improvement. The guide for the coming year puts current expectations at the low end of the 3-6% organic range which presumably tees up some good upward revision potential - but also removes the remnants of growth differentiation vs. peers that had been part of the bullish thesis at"
X Link 2026-01-29T12:23Z [----] followers, [---] engagements
"$LRCX Lam Research F2Q(Dec) Earnings - Lam pulls few punches with its positive WFE outlook; estimates and price target increased (again) Summary: F2Q(Dec) results and F3Q(Mar) guidance exceeded ours/consensus estimates Lam projects industry WFE spending of $135B in CY26 20% YY growth Constrained by availability of fab cleanroom revenue is expected to be 2H-weighted We anticipated a WFE growth forecast closer to +15% YY yet believe the robust visibility into AI infrastructure demand and ingenuity of leading memory/foundry players to commandeer incremental cleanroom space is enabling a higher"
X Link 2026-01-29T12:42Z [----] followers, [---] engagements
"$PGR The Progressive Corporation Lowering TP on Moderating Auto PIF Growth Summary: We maintain our Market Perform rating on PGRs shares and lower our target price to $225 (13.9x our 2026E EPS; 13.0x our 2027E EPS) from $252 following its December earnings report. We raise our 2026E/2027E EPS to $16.20/$17.25 from $15.65/$16.80 assuming higher investment income bigger reserve releases and lower catastrophe loss and expense ratios partly offset by slower premium growth. We expect decelerating personal auto y/y PIF growth as market-wide rate competition intensifies and rising core loss ratios"
X Link 2026-01-30T10:53Z [----] followers, [---] engagements
"$RCL Royal Caribbean Group 4Q25 Review: HOF Voters Snubbed Belichick Because They Wanted To Induct Liberty Instead; Caribbean Tone Better Than Expected Summary: Were we expecting a 19% positive move on this print/guide Absolutely not. Will we take it Absolutely yes. We were nervous going into this guide because we thought the cadence of how the year would play out was not being fully understood. Guess we were dead wrong. Whats more important is the fact RCL noted that demand in the Caribbean remains extremely strong and noted their yields are firmly positive. There were/are a lot of investors"
X Link 2026-01-30T11:13Z [----] followers, [---] engagements
"$WM Waste Management Final Thoughts: Underlying Operational Improvement at WMHS OCC Expected to Turn in 2H; Incrementally Positive on Economy Summary: While the quarter was somewhat mixed there do seem to be some improvements operationally at WMHS at least from the customer perspective. CEO is incrementally positive (QOQ) on the economy noting improving special waste backlogs and C&D volumes were positive. From a modeling perspective we are modestly lowering our [----] revenue estimate (slightly lower Yield and lower recycling sales due to commodity price declines) and raising our [----] AEBITDA"
X Link 2026-01-30T11:32Z [----] followers, [---] engagements
"$RMD ResMed F2Q26 Results: Modest Revenue/EPS Beat. A Good Quarter but We Highlight a Couple Blemishes Summary: Resmed posted modest revenue upside led by U.S. device/mask outperformance. GM was (again) ahead of expectations and the midpoint for FY26 GM guidance moves higher by [--] bps to 62.5%. The stronger topline/solid GM led to a $0.07 EPS beat (aided $0.02 by a tax rate slightly below expectations). While FY26 EPS estimates will likely move higher tomorrow (we increase from $10.97 to $11.12) a couple of blemishes might give a subset of investors pause. First the European/ROW boogeyman"
X Link 2026-01-30T11:34Z [----] followers, [---] engagements
"2/9 Elanco Animal Health ( $ELAN Buy )"
X Link 2026-01-30T12:03Z [----] followers, [--] engagements
"3/9 IDEXX Laboratories ( $IDXX Buy ) https://twitter.com/i/web/status/2017207060648091879 https://twitter.com/i/web/status/2017207060648091879"
X Link 2026-01-30T12:03Z [----] followers, [---] engagements
"4/9 Zoetis ( $ZTS Hold ) https://twitter.com/i/web/status/2017207063969927446 https://twitter.com/i/web/status/2017207063969927446"
X Link 2026-01-30T12:03Z [----] followers, [--] engagements
"5/9 Trupanion ( $TRUP Hold ) https://twitter.com/i/web/status/2017207067493208492 https://twitter.com/i/web/status/2017207067493208492"
X Link 2026-01-30T12:03Z [----] followers, [--] engagements
"6/9 Inspire Medical Systems ( $INSP Buy ) https://twitter.com/i/web/status/2017207070550823274 https://twitter.com/i/web/status/2017207070550823274"
X Link 2026-01-30T12:03Z [----] followers, [---] engagements
"7/9 Nyxoah ( $NYXH Buy )"
X Link 2026-01-30T12:03Z [----] followers, [--] engagements
"8/9 Resmed ( $RMD Hold ) https://twitter.com/i/web/status/2017207076469018791 https://twitter.com/i/web/status/2017207076469018791"
X Link 2026-01-30T12:03Z [----] followers, [---] engagements
"9/9 Cooper Companies Inc. ( $COO Buy ) https://twitter.com/i/web/status/2017207079941890133 https://twitter.com/i/web/status/2017207079941890133"
X Link 2026-01-30T12:03Z [----] followers, [---] engagements
"$KLAC KLA Corporation F2Q(Dec) Earnings -- Good (but expectations were greater) https://twitter.com/i/web/status/2017212534307123290 https://twitter.com/i/web/status/2017212534307123290"
X Link 2026-01-30T12:25Z [----] followers, [---] engagements
"$V Visa F1Q26 Wrap: Strong Quarter and a Path for Upside https://twitter.com/i/web/status/2017212842198323350 https://twitter.com/i/web/status/2017212842198323350"
X Link 2026-01-30T12:26Z [----] followers, [---] engagements
"$BKR Baker Hughes Solving the Energy Equation; Boosting Target Price to $63 Following Trip to Annual Meeting https://twitter.com/i/web/status/2018444346475909525 https://twitter.com/i/web/status/2018444346475909525"
X Link 2026-02-02T22:00Z [----] followers, [---] engagements
"$SOFI SoFi Strong Growth Outlook Offset by Revenue Composition https://twitter.com/i/web/status/2018444488687968315 https://twitter.com/i/web/status/2018444488687968315"
X Link 2026-02-02T22:00Z [----] followers, [---] engagements
"$IDXX IDEXX Laboratories 4Q25 Results / [----] Guidance / Stock Reaction: Few Deviations from our Expectations https://twitter.com/i/web/status/2018444767097454668 https://twitter.com/i/web/status/2018444767097454668"
X Link 2026-02-02T22:01Z [----] followers, [---] engagements
"$PYPL PayPal 4Q25 Wrap: Staying the Course; A Low Bar and Stronger Execution Can Drive Upside Bottom Line: The easy call here is to downgrade the stock but we are staying the course. Execution has clearly fallen short but expectations are also exceptionally low now. The outlook doesn't assume any meaningful rebound leaving room for outperformance if the new CEO can deliver improved execution. Importantly we think PYPL still has superior assets (two-sided ecosystem) and is trading at more attractive unlevered FCF yield than many other large payments companies that have far less strategic"
X Link 2026-02-03T21:03Z [----] followers, [---] engagements
"$TER Teradyne 1H-bias to CY26 revenue reflects prudence conservatism; GPU share primed to ramp in CY27/beyond; premium is warranted Summary: Following Teradynes near-term upside guide/momentum (AI 70% semitest in 1Q) we revise our CY26-27 estimates higher Management expects CY26 revenue to be 1H-weighted though we believe a 60/40% 1H/2H ratio reflects conservatism around quarterly AI revenue variability and broader pickup in areas like mobile NVDA GPU qualification (still officially unofficial) trending toward incremental contribution in 2H26 with interim 30% (or higher) share potential in"
X Link 2026-02-04T10:45Z [----] followers, [---] engagements
"$MCHIP Microchip Technology MCHP Earnings Preview: Double Positive Preannouncement Signals Solid Momentum Heading into 2026; Maintain Buy Summary: Given the double upward guidance revision for F3Q26E (Dec Q) we believe MCHP will report in-line with our estimates for revenue of $1.185bn (+3.9% q/q) and NG EPS of $0.43. Overall we believe MCHP is poised to deliver a guide for sequential growth in the Mar Q. In particular we believe MCHP is well-positioned given its favorable end market mix skewed towards Industrial (48% as of FY25A) and Data Center / Computing (19%). As recovery signs appear"
X Link 2026-02-04T10:47Z [----] followers, [---] engagements
"$NXPI NXP Semiconductors Full Earnings Recap: Recovery on Track at Moderate Pace as Management Reaffirms Long-Term CAGR Targets Summary: Dec Q revenue of $3.34bn (+5.1% q/q) was +1.1% higher than our $3.30bn estimate with all end markets exhibiting sequential growth; Street consensus was at $3.31bn. Higher Mar Q outlook with the $3.15bn revenue midpoint representing a -5.5% q/q decrease (+2.6% higher than our prior estimate). $2.97 NG EPS midpoint was +$0.10 higher than our estimate. Despite a raised outlook relative to prior estimates NXPI's guidance trails the positive inflection signaled"
X Link 2026-02-04T10:52Z [----] followers, [---] engagements
"$SWKS Skyworks Solutions SWKS Defies Seasonality but Regulatory Timelines Keep Us on the Sidelines; F2Q26 Review Summary: SWKS delivered a strong F1Q26 print exceeding consensus estimates as well as the high end of guidance; revenue of $1.035bn (vs. $1bn midpoint guide) and adj-EPS of $1.54 (vs. $1.40 midpoint guide). Momentum was fueled by out-performance in both Broad Markets (achieving its eighth consecutive quarter of sequential growth) and Mobile (62% of revenue defying typical seasonal headwinds behind healthy sell-through at Apple). Strategic focus now shifts to the February [--] 2026"
X Link 2026-02-04T11:07Z [----] followers, [---] engagements
"$CMG Chipotle CMG: Can LTOs & Throughput HEEP On New Sales Summary: We are bullish on the brands' customer-acquisition levers including the high efficiency equipment package rollout operational changes to improve throughput and new products that lower a price-entry barrier. However we remain loyalty skeptics questioning whether "leaning into" the loyalty program and 1:1 personalization will drive incremental transactions. With FY26 guidance calling for flat comps and significant margin compression we view the current setup as realistic rather than conservative. We believe increasing"
X Link 2026-02-04T11:09Z [----] followers, [---] engagements
"$MDLZ Mondelez Cocoa Headwinds Weigh on 2026; 2H Momentum into [----] Encouraging Summary: Mondelez reported a solid fourth quarter performance distinguished by +5.1% organic revenue growth and EPS of $0.72 both well above our estimates. We view [----] as a transitional year with a below algorithm outlook driven by cocoa cost related headwinds that we expect will not only abate but likely provide a tailwind in [----] and a range that we believe provides Mondelez with flexibility to reinvest and address competitive responses to falling cocoa prices. The companys outlook calling for 0% to 2% organic"
X Link 2026-02-04T11:11Z [----] followers, [---] engagements
"$AMD Advanced Micro Devices F4Q25 Review; Rack-Scale Is On Track For F2H26 Offsetting F1H26 Catalyst Vacuum Summary: AMD reported above-consensus F4Q results ($10.3bn revenue 57.0% adj-GM $1.53 adj-EPS vs. $9.7bn 54.5% $1.32 respectively) helped by a $390mn MI308 China revenue and accounting tailwinds (i.e. $360mn inventory reserve release tied to previously written-down China inventory). Excluding these factors pro-forma adj-GM was 55.0% (+80bps y/y). F1Q guidance was above-consensus on revenue ($9.8bn vs. $9.4bn) helped by $100mn in non-recurring China revenue (conservative on guide given"
X Link 2026-02-04T11:13Z [----] followers, [---] engagements
"$BSX Boston Scientific First Reaction: Overall In-Line [----] Guidance and 4Q25 Looks Okay. Electrophysiology Falls Short as Feared https://twitter.com/i/web/status/2019053070269710585 https://twitter.com/i/web/status/2019053070269710585"
X Link 2026-02-04T14:18Z [----] followers, [---] engagements
"$SNAP Snap User Base Declines & Questions Around Perplexity Adding Noise to 1Q Guide https://twitter.com/i/web/status/2019512447862817266 https://twitter.com/i/web/status/2019512447862817266"
X Link 2026-02-05T20:44Z [----] followers, [---] engagements
"$TTMI TTM Technologies F4Q Review; Beat-And-Raise On Already-Raised Expectations But Pace of Execution in Greater Focus https://twitter.com/i/web/status/2020557844995604598 https://twitter.com/i/web/status/2020557844995604598"
X Link 2026-02-08T17:58Z [----] followers, [---] engagements
"$IEX IDEX Corporation Strong 4Q25 Orders [----] Backlog Build and a Reasonable Guide Produce a Better Set-Up for [----] https://twitter.com/i/web/status/2020558004912111672 https://twitter.com/i/web/status/2020558004912111672"
X Link 2026-02-08T17:59Z [----] followers, [---] engagements
"$YUM YUM Brands Taco Bell Delivers the Magic Formula but Can KFC Conjure the Same Spell https://twitter.com/i/web/status/2020558158016483418 https://twitter.com/i/web/status/2020558158016483418"
X Link 2026-02-08T17:59Z [----] followers, [---] engagements
"$MTSI MACOM Technology Solutions Structural Diversification Meets Secular Tailwinds Across End Markets; Record Backlog Anchors FY26 Growth; Reiterate Buy https://twitter.com/i/web/status/2020558594903867875 https://twitter.com/i/web/status/2020558594903867875"
X Link 2026-02-08T18:01Z [----] followers, [---] engagements
"$XPO XPO Beats 4Q25: Tech & Productivity Enable Extra-Seasonal Margin Growth But Real Leverage Is In the Upcycle https://twitter.com/i/web/status/2020558731172544956 https://twitter.com/i/web/status/2020558731172544956"
X Link 2026-02-08T18:01Z [----] followers, [---] engagements
"$FTNT Fortinet Solid Close to the Year as Expected; Guide has a few asterisks https://twitter.com/i/web/status/2020559760408322119 https://twitter.com/i/web/status/2020559760408322119"
X Link 2026-02-08T18:06Z [----] followers, [---] engagements
"$IQV IQVIA Holdings Final Thoughts Model and Target Price Update https://twitter.com/i/web/status/2020559927941718231 https://twitter.com/i/web/status/2020559927941718231"
X Link 2026-02-08T18:06Z [----] followers, [---] engagements
"$AMZN Amazon Solid AWS Growth Despite Raised Bar Post- GCP; Add Another Member to the XL Capex Club https://twitter.com/i/web/status/2020560096527352016 https://twitter.com/i/web/status/2020560096527352016"
X Link 2026-02-08T18:07Z [----] followers, [---] engagements
"$MCHP Microchip Kicks off the Year with Above-Seasonal Momentum with Line-of-Sight to Multiple Growth Vectors; Buy https://twitter.com/i/web/status/2020560594588307493 https://twitter.com/i/web/status/2020560594588307493"
X Link 2026-02-08T18:09Z [----] followers, [---] engagements
"$BIIB Biogen 4Q25 Recap: In-line Performance Though Our Thesis Remains Centered on AD/Pipeline w/ Multiple Catalysts Over the Coming Year https://twitter.com/i/web/status/2020561096701018488 https://twitter.com/i/web/status/2020561096701018488"
X Link 2026-02-08T18:11Z [----] followers, [---] engagements
"$MTD Mettler-Toledo Beat It On Down the Line: Slower 1Q Anticipated But '26 Path Looks Solid https://twitter.com/i/web/status/2020561425043960068 https://twitter.com/i/web/status/2020561425043960068"
X Link 2026-02-08T18:12Z [----] followers, [---] engagements
"$DT Dynatrace Clean Print & Guide; Target To $51 https://twitter.com/i/web/status/2021196692784107671 https://twitter.com/i/web/status/2021196692784107671"
X Link 2026-02-10T12:16Z [----] followers, [---] engagements
"$WING Wingstop Why Duration Should Be Rewarded https://twitter.com/i/web/status/2021200821216571675 https://twitter.com/i/web/status/2021200821216571675"
X Link 2026-02-10T12:33Z [----] followers, [---] engagements
"$PANW Palo Alto Networks F2Q26 Preview: Expecting a Solid Quarter with Focus Shifting to Closing CyberArk https://twitter.com/i/web/status/2021201383400083841 https://twitter.com/i/web/status/2021201383400083841"
X Link 2026-02-10T12:35Z [----] followers, [---] engagements
"$SPGI S&P Global First Take: Mixed Results and Lower than Expected Guidance Stock Likely to be Pressured https://twitter.com/i/web/status/2021230795432620511 https://twitter.com/i/web/status/2021230795432620511"
X Link 2026-02-10T14:32Z [----] followers, [----] engagements
"$DDOG Datadog One of the Few. A Software Acceleration Story Clearly Benefiting from AI https://twitter.com/i/web/status/2021292027741098165 https://twitter.com/i/web/status/2021292027741098165"
X Link 2026-02-10T18:35Z [----] followers, [---] engagements
"$INCY Incyte 4Q25 Recap: Expecting a Quiet(ish) 1H26 But We Still Like the Longer-Term Ex-Jakafi Foundation Being Laid Here https://twitter.com/i/web/status/2021553591220068751 https://twitter.com/i/web/status/2021553591220068751"
X Link 2026-02-11T11:55Z [----] followers, [---] engagements
"$SPGI S&P Global Final Thoughts and Model Adjustments https://twitter.com/i/web/status/2021553799752532432 https://twitter.com/i/web/status/2021553799752532432"
X Link 2026-02-11T11:55Z [----] followers, [---] engagements
"$NET Cloudflare A Gold Medal Performance for an AI Winner https://twitter.com/i/web/status/2021561006548258819 https://twitter.com/i/web/status/2021561006548258819"
X Link 2026-02-11T12:24Z [----] followers, [---] engagements
"$HNGE Hinge Health 4Q Report/Outlook Should Help Stock Re-rate Even if Market Sentiment Remains Mixed https://twitter.com/i/web/status/2021561273511502307 https://twitter.com/i/web/status/2021561273511502307"
X Link 2026-02-11T12:25Z [----] followers, [---] engagements
"$VERX Vertex A Work In Progress https://twitter.com/i/web/status/2021705669091766550 https://twitter.com/i/web/status/2021705669091766550"
X Link 2026-02-11T21:59Z [----] followers, [---] engagements
"$MH McGraw Hill Post Call Thoughts: Very Strong F3Q26 F4Q26 Guidance Much Better than Expected https://twitter.com/i/web/status/2021932919401456040 https://twitter.com/i/web/status/2021932919401456040"
X Link 2026-02-12T13:02Z [----] followers, [---] engagements
"$CROX Crocs F4Q25 Quick Look https://twitter.com/i/web/status/2021973580158845195 https://twitter.com/i/web/status/2021973580158845195"
X Link 2026-02-12T15:44Z [----] followers, [---] engagements
"$CLDX Celldex Therapeutics : 3Q25 Recap: Barzolvolimab Pivotal Trials Enrolling--Primary Completion Fall 2026"
X Link 2025-11-11T13:41Z [----] followers, [----] engagements
"$MH McGraw Hill: Post Call Thoughts: Sustainable Growth Drivers in Higher Ed + K-12 TAM Expanding in FY27 + Low Valuation = Good Setup https://twitter.com/i/web/status/1988758213169135859 https://twitter.com/i/web/status/1988758213169135859"
X Link 2025-11-12T23:58Z [----] followers, [---] engagements
"$HTFL Heartflow: Revenues Beat Consensus With 40%+ Y/Y Growth in Outstanding First Public Quarter https://twitter.com/i/web/status/1988912573517849016 https://twitter.com/i/web/status/1988912573517849016"
X Link 2025-11-13T10:11Z [----] followers, [---] engagements
"$VFC VF Corporation VFC disclosed the closing of the sale of the Dickies brand to Bluestar Alliance as previously announced on 9/15/25 for $600mn in cash subject to customary adjustments. The disclosure reveals Dickies generated a 5.9% EBIT margin on previously disclosed $542mn revenue in FY25 aligning with VFCs overall profitability and validating the sale rationale given the favorable sale multiple of 15x EV/EBITDA. Looking ahead the streamlined VFC portfolio has a $9.2bn revenue run rate with capacity for +LSD% growth driven by Outdoor (+MSD% growth at favorable margins) and flattish"
X Link 2025-11-14T07:18Z [----] followers, [---] engagements
"$LESL $POOL $HAYW "Leslies announced it would close [--] to [--] underperforming stores across the country execute SKU optimization focused on long-tail inventory eliminating [----] SKUS and outlined a sharper focus on value citing the pricing disconnect as driving customer losses. We believe this is Neutral to Positive for Pool Corporation" " $LESL F4Q25 days payable declined by one day suggesting less risk for suppliers including Hayward Holdings" https://twitter.com/i/web/status/1996022900634046934 https://twitter.com/i/web/status/1996022900634046934"
X Link 2025-12-03T01:05Z [----] followers, [----] engagements
"$ACLX Arcellx ASH Recap: Updated iMMagine-1 Data Reinforces Differentiation Thesis BLA Filing Imminent Awaiting MajesTEC-3 Details https://twitter.com/i/web/status/1998058947907858503 https://twitter.com/i/web/status/1998058947907858503"
X Link 2025-12-08T15:55Z [----] followers, [---] engagements
"$MTN Vail Resorts - F1Q26 Review: Pass Sales Accel Encouraging Though Guide Intact; Focus Remains on Lift Tix Elasticity to Pricing Initiatives Summary: MTN reported a mixed though net-positive quarter. F1Q Resort Adj. EBITDA was inline as marketing investments offset accommodative AU weather. Pass sales positively surprised accelerating slightly late-selling season which management attributed to early return on marketing strategy changes. FY26 guidance was left intact as soft early-season conditions in the West offset slight pass upside. Ahead of earnings MTN announced a new 4-week advance"
X Link 2025-12-11T11:02Z [----] followers, [---] engagements
"1/ Stifel Consumer Staples: 4Q25 Preview and [----] Outlook 🧵 $BRBR $CAG $CPB $FRPT $GIS $HAIN $HSY $K $KHC $LW $MDLZ $MKC $POST $SJM $SMPL $THS $VITL $WEST https://twitter.com/i/web/status/1999159362535792781 https://twitter.com/i/web/status/1999159362535792781"
X Link 2025-12-11T16:48Z [----] followers, [---] engagements
"$VITL Vital Farms - [----] Growth Targets and Preliminary [----] Outlook are Positive but Lowering 4Q25 Revenue Guidance Summary: Vital Farms updated its [----] guidance provided an initial [----] revenue outlook and issued new [----] targets ahead of the companys investor day presentation. The company is targeting $2b in revenue and EBITDA margin in the range of 15% to 17% by [----] while maintaining a 35%+ gross margin the outlook suggests a doubling of revenue or 20%+ CAGR. Lowered [----] revenue guidance reflects a delay in the return to normal ordering patterns following ERP implementation the EBITDA"
X Link 2025-12-16T14:39Z [----] followers, [---] engagements
"$SOFI SoFi Technologies - SoFiUSD Stablecoin Is Significant Expansion of Digital Asset Business Summary: SOFI is one of the first movers into stablecoins among banks with a strong brand and multiple channels of distribution providing a solid foundation to potentially become a significant player. Although we believe the use cases for consumers remain to be seen the space is clearly growing quickly and SOFIs ability to offer its infrastructure to other companies who want to provide stablecoins to customers could be in high demand. https://twitter.com/i/web/status/2001766202549346447"
X Link 2025-12-18T21:27Z [----] followers, [----] engagements
"$HEI HEICO - Organic Growth Accelerates in FQ4 Summary: Record Revenue Earnings and Cashflow in FQ4. The multi-decade consistency of HEIs results often dulls the reaction to HEIs earnings reports but make no mistake this was an impressive final quarter to a strong year. The clear low-light of the quarter was the previously announced passing of HEIs Chairman and longtime patriarch Laurans Mendelson. While its hard to find anyone in the industrial sector who has had such a long-term impact on equity value ($25m to $21b) we expect HEI's equity thesis to remain unchanged under the next generation"
X Link 2025-12-21T16:30Z [----] followers, [----] engagements
"$LUNR Intuitive Machines - President Trump's "We Choose to Go to the Moon" Version [---] Summary: On December 18th President Donald Trump unveiled an assertive new US space strategy via his Executive Order Ensuring American Space Superiority. Not since Cold War era have we seen such a strong and national security focused call for ground in-space and lunar infrastructure. President Trumps vision for an America First space policy includes a call to return Americans to the Moon by [----] and the establishment of initial elements of a permanent lunar outpost by [----]. While the timing was a surprise"
X Link 2025-12-21T16:30Z [----] followers, [----] engagements
"$TYL Initiating Coverage of Tyler Technologies With A Buy Rating and $550 Target Price Summary: We are initiating coverage of Tyler Technologies with a Buy rating and $550 target price. Our target price is based on a 29.7x EV/FCF multiple on our FY27 estimate. Tyler Technologies is the leading provider of software payments solutions and services for the Public Sector. With multiple decades spent focused on the needs of the public sector the company has emerged as a key technology partner for digital transformation and modernization which continues to be a priority as governments and agencies"
X Link 2026-01-12T12:48Z [----] followers, [---] engagements
"Initiating $MDLN With A Buy: Highly-Unique Medline Sales & Service Model Powers Compelling Growth & Margin Outlook Summary: We are initiating coverage of Medline with a Buy rating and $46 target price. Medline is the largest pureplay publicly-traded MedSurg product & distribution company. With a 58- year consistent annual growth track-record and a unique business model roughly divided between med-surg distribution and MDLN-branded products both businesses have driven and should continue driving HSD+ top-line growth. In [----] we estimate Medline will generate $28.2B in sales (+9.5% Y/Y organic)"
X Link 2026-01-12T13:38Z [----] followers, [---] engagements
"1/ Stifel [----] West Coast Software Bus Tour 🧵 Summary: Earlier this week we hosted our annual West Coast Bus Tour during which we hosted [--] investors over [--] days seeing [--] public companies ( $ADBE $ADSK $CRM $CRWD $GWRE $INTU $OKTA $PANW $SNPS & $ZS). The overall tone of the meetings was fairly upbeat as it relates to current business conditions as customers appear well engaged with the companies we saw heading into the final few weeks of their fiscal quarter or year ends. https://twitter.com/i/web/status/2012166461582672197 https://twitter.com/i/web/status/2012166461582672197"
X Link 2026-01-16T14:14Z [----] followers, [---] engagements
"$ALGN Survey Diligence (n = 111): Volumes Market Share and the Stock Set Up - We Tackle it All Summary: Our 4Q25 checks reveal several positives a negative and a few neutral takeaways. Highlights from the diligence include the providers expected +MSD% [----] N.A. Invisalign case volume growth (versus -LSD% in 2025) Teen SOC improving off a poor [----] early positive proof points around MAOB and Smile Video gaining traction/ helping to improve Invisalign conversion rates. For negatives our findings suggest [----] Invisalign share losses modestly accelerate versus [----] which is contrary to our market"
X Link 2026-01-16T14:22Z [----] followers, [---] engagements
"$ILMN Illumina Thoughts On [----] Growth Summary: ILMN chose to not guide to the coming year at JPM for just the 2nd time in the last [--] yrs. While not shocking given the uncertainty that exists in the academic & Chinese markets it has brought about questions into the 4Q conference call. Here we lay out some thoughts on the [----] top-line when it comes to what a set of assumptions from a handful of angles (non-China vs. China clinical vs. research high throughput volume growth vs pricing headwinds) could yield. In a nutshell we think there is a case to be made for MSD organic growth for the year"
X Link 2026-01-20T11:16Z [----] followers, [---] engagements
"$ABT Abbott Laboratories First Reaction: Surprisingly Weak Nutritional Performance Pulls Down Overall 4Q Growth https://twitter.com/i/web/status/2014364756165988673 https://twitter.com/i/web/status/2014364756165988673"
X Link 2026-01-22T15:49Z [----] followers, [---] engagements
"$RVMD Revolution Medicines Deal or No Deal We Believe RVMD Still Has Significant Upside in 2026; Increasing Target Price to $170 https://twitter.com/i/web/status/2014371233555505309 https://twitter.com/i/web/status/2014371233555505309"
X Link 2026-01-22T16:15Z [----] followers, [----] engagements
"$TDY Teledyne Technologies Q4 upside and solid initial guide for 2026: Record high annual revenue & operating margin ends [----] on a high note https://twitter.com/i/web/status/2014396288037740603 https://twitter.com/i/web/status/2014396288037740603"
X Link 2026-01-22T17:54Z [----] followers, [---] engagements
"$ADSK Autodesk Announces Restructuring and Positive Pre Announces F4Q https://twitter.com/i/web/status/2014404074163343676 https://twitter.com/i/web/status/2014404074163343676"
X Link 2026-01-22T18:25Z [----] followers, [---] engagements
"$ABT Abbott Laboratories Growth Acceleration Ahead in [----] Following Nutrition Business Strategy Shift https://twitter.com/i/web/status/2014669053969727988 https://twitter.com/i/web/status/2014669053969727988"
X Link 2026-01-23T11:58Z [----] followers, [----] engagements
"$UPS United Parcel Service UPS 4Q25 Preview: EPS Trough In Rearview; Looking For Further Progress on Transformation https://twitter.com/i/web/status/2014670899987747302 https://twitter.com/i/web/status/2014670899987747302"
X Link 2026-01-23T12:05Z [----] followers, [---] engagements
"$MANH Manhattan Associates MANH Preview: A Key Year In MANH's Cloud Transition https://twitter.com/i/web/status/2014672829191524759 https://twitter.com/i/web/status/2014672829191524759"
X Link 2026-01-23T12:13Z [----] followers, [---] engagements
"$BAH Booz Allen Hamilton FQ3 Earnings: Encouraging Print with Room for Improvement Ahead Summary: Surprise-free FQ3 results from BAH on Friday as revenue missed / earnings beat and management's outlook for the year was largely maintained. BAH has taken actions to rightsize their costs and refocus its business. The company is slowly starting to see signs of a recovery in the procurement environment and their government civil business (35% of FY25 sales). The key message from the call is the environment appears to be stabilizing. With the stock up 20% YTD (compared with a 1% increase in the"
X Link 2026-01-26T10:23Z [----] followers, [---] engagements
"$RVMD Revolution Medicines No Deal - RVMD [----] Catalyst Cadence Supports Stock Here and Beyond Summary: This afternoon WSJ published an article stating Merck is no longer in discussions to buy RVMD and reported the talks cooled after the two couldn't come to an agreement on price. We make no change to our Buy rating or $170 TP. https://twitter.com/i/web/status/2015742132695204247 https://twitter.com/i/web/status/2015742132695204247"
X Link 2026-01-26T11:02Z [----] followers, [----] engagements
"$CR Crane CR: 4Q25 Beats 10% EPS Growth Guide in 2026; Succession Plan Announced with Alcala Becoming CEO and Mitchell Executive Chair Summary: 4Q25 Results: Crane Co. reported 4Q25 revenue of $581.0 million (Stifel $573.2 million Street $571.2 million) and adjusted EPS of $1.53 (Stifel $1.41 Street $1.41). Outlook: Crane Co. initiated [----] guidance for EPS of $6.55-$6.75 (Stifel $6.58 Street $6.61) with organic sales growth of 4%-6%. Total growth including acquisitions expected to be in the 23%-25% range. We note some of the sell side have included PSI and some haven't made consensus"
X Link 2026-01-27T11:34Z [----] followers, [---] engagements
"$CSGP CoStar Third Point Launches Activist Campaign Summary: Earlier today Third Point (which owns 3.0mn shares or 0.7% as of 9/30/25) published a letter it sent to CoStar's board which primarily expresses concerns about capital allocation to the company's residential businesses (i.e. Third Point argues for a majority of the board to be replaced in order to divest or shut down CoStar's residential businesses. Recall that Third Point was previously constrained by a standstill agreement from April [----] which expired today. http://Homes.com http://Homes.com"
X Link 2026-01-27T18:18Z [----] followers, [---] engagements
"$UAA Under Armour Thoughts Ahead of UAA F3Q26 Summary: Shares remain underappreciated in our view with a steep EV/S discount and high short interest despite the recent relief rally (+27.4% YTD vs. SPX +3.2%). F3Q is expected to be the deepest topline decline quarter of FY26 suggesting the worst may be over. Shares represent an interesting counter-consensus valuation call though visibility to topline stabilization which would likely breathe life into shares remains difficult. We believe the balance sheet is misunderstood (we see a seasonally normalized net cash position after accounting for"
X Link 2026-01-28T10:10Z [----] followers, [---] engagements
"$UPS United Parcel Service Big Brown Continues Its Ozempic Journey; Looks More Attractive With 4Q25 Beat & Raise Summary: UPS beat 4Q25 expectations with 2% higher revenue 7% better adjusted EBIT 60bp better operating margin and 8% higher adjusted EPS vs. Consensus. FY26 guidance is ahead of current expectations with implied adjusted EPS of $7.16 vs. $7.12 and we see lower CapEx as indicative of capital efficiency execution. This big ship has taken time to adjust course but strong results in 3Q25 and 4Q25 (despite material demand headwinds) are showing through in UPS' weight loss journey."
X Link 2026-01-28T10:18Z [----] followers, [---] engagements
"$ROP Roper Technologies Two Consecutive Misses And Few Near-Term Catalysts.Moving To Hold; Target To $385 Summary: Unfortunately we were wrong as Roper's 3Q issues persisted into 4Q sending shares down 10% today as 4Q organic revenue of 4% fell short of the Street's 5.5% expectation driven by another quarter of softer Deltek performance continued tariff-related weakness in Neptune and lower Networking perpetual-license revenue. With the stock now trading at 13.5X CY27E P/FCF much of the bad news is priced in but management's CY26 does not appear fully de-risked from our point-of-view as it"
X Link 2026-01-28T10:20Z [----] followers, [---] engagements
"$VFC VF Corporation VFC F3Q26 Quick Look Summary: VFC beat our estimates (+$72mn revenue +$61mn adj. EBIT vs. Stifel) led by the Americas region (+6% cc ex-Dickies) and DTC channel (+3% cc ex-Dickies) with better margin conversion. The North Face accelerated in the quarter (+8% cc vs. +4% cc in F2Q) despite a stiffer comparison while Timberland (+5% cc vs. +4% cc in F2Q) and Vans (-10% cc vs. -11% cc in F3Q) both modestly improved on a sequential revenue basis. Looking ahead to revenue guidance as a proxy for profit improvement capacity the F4Q outlook for flat to +2% cc encourages the"
X Link 2026-01-28T15:40Z [----] followers, [---] engagements
"$BMI Badger Meter 4Q25 Misses; Top Line Misses Margins Beat But EPS Misses https://twitter.com/i/web/status/2016561164541362376 https://twitter.com/i/web/status/2016561164541362376"
X Link 2026-01-28T17:17Z [----] followers, [---] engagements
"$ADP Automatic Data Processing Solid F2Q/Outlook; Weak Hiring and AI Narrative Represent Continued Overhang Summary: F2Q revenue +5% organic cc in-line EPS +11% (modest beat) F26 guidance (revenue +6% cc EPS +9-10%) very modestly increased to reflect higher float/ interest income (balances). Higher float/interest income and operating leverage enhances confidence in margin expansion +50-70bp y/y plus share repurchases driving EPS growth above revenue growth. Bookings guidance maintained in wide-range (+4-7%) given F4Q seasonality (no quarterly reporting but qualitative commentary sounded"
X Link 2026-01-29T12:10Z [----] followers, [---] engagements
"$BRO Brown & Brown Lowering EPS and TP; Upgrading to MP on Valuation Summary: We lower our target price on BROs shares to $73 (15.1x our 2027E cash EPS) from $80 and raise our rating to Market Perform from Underperform following its 4Q25 earnings report and conference call. We lower our 2026E/2027E cash EPS to $4.45/$4.90 from $4.60/$5.00 assuming lower revenues and adjusted EBITDAC margins partly offset by lower share counts. We think BROs current valuation fairly contemplates fading P&C pricing (including sustained property rate decreases and decelerating casualty rate increases)."
X Link 2026-01-29T12:12Z [----] followers, [---] engagements
"$CHRW C.H. Robinson Good Things Rarely Come Cheap: Valuation Breaking Out But Ample Room for Earnings Expansion Reiterate Buy Summary: C.H. Robinson reported 4Q25 adjusted EPS of $1.23above our $1.13 and the Street's $1.12 estimates. We believe these results reinforce the company's transformation narrative: even in challenging macro conditions its ability to manage demand swings has fundamentally improved versus prior cycles as has its ability to scale in an upcycle. While the latter scenario remains untested we think every quarter of execution on the former adds credibility to the investment"
X Link 2026-01-29T12:31Z [----] followers, [---] engagements
"$PH Parker-Hannifin Beat & Raise; Strong Quarter All Around Summary: We maintain our Hold rating on PH shares with a $965 target price. Another strong quarter continuing Parker's customary "beat and raise" with strength across the board. Orders growth was notable at 9% for the total company with Industrial North America accelerating to +7% Industrial International +6% and Aerospace +14%. Strong incremental margins drove 150bps of segment operating margin expansion. Parker continues to execute at a very high level while driving above market longer cycle revenue growth across the portfolio."
X Link 2026-01-30T11:40Z [----] followers, [---] engagements
"1/9 STIFEL Animal Health Sleep and Vision. Our View on Upside/Downside to [----] Estimates and Stock Catalysts🧵 $ZTS $COO $ELAN $IDXX $INSP $NYXH $RMD $TRUP https://twitter.com/i/web/status/2017207055128420675 https://twitter.com/i/web/status/2017207055128420675"
X Link 2026-01-30T12:03Z [----] followers, [---] engagements
"$TMO Thermo Fisher Scientific Familiar Messaging: Solid 4Q + 3-4% Organic Starting Point For '26 With An Eye On More https://twitter.com/i/web/status/2017211984136019986 https://twitter.com/i/web/status/2017211984136019986"
X Link 2026-01-30T12:23Z [----] followers, [---] engagements
"$AJG Arthur J. Gallagher & Co. Raising EPS On Higher Risk Management Revenues and Margins; Maintain MP https://twitter.com/i/web/status/2017212362118369552 https://twitter.com/i/web/status/2017212362118369552"
X Link 2026-01-30T12:24Z [----] followers, [---] engagements
"$SYK Stryker Terrific [----] Finish Underpinned By Strong Execution & Positive Procedure/Capital TrendsGuide Suggests More On Tap For [----] https://twitter.com/i/web/status/2017213006006915260 https://twitter.com/i/web/status/2017213006006915260"
X Link 2026-01-30T12:27Z [----] followers, [---] engagements
"$BRBR BellRing Brands 1Q26 Overview 1Q Beat on Timing; FY26 Outlook Narrowed https://twitter.com/i/web/status/2018695255072047269 https://twitter.com/i/web/status/2018695255072047269"
X Link 2026-02-03T14:37Z [----] followers, [---] engagements
"$BRBR BellRing Brands Standing by the Bell - Lower Growth but Still Differentiated and Valuation is Compelling Summary: BellRing brands reported a stronger first quarter benefiting from shipment timing. The company lowered the high-end of both its revenue and EBITDA outlook in FY26 incorporating the delay in rolling out its merchandising initiative and heightened promotional activity in the category driven by insurgent brands. The stock underperformed despite low expectations into the quarter which we believe reflects a softer second quarter outlook due to a shipment timing benefit in the"
X Link 2026-02-04T10:44Z [----] followers, [---] engagements
"$MPWR Monolithic Power Systems MPWR 4Q25 Preview: Expect Solid Beat-and-Raise from Diversified Power Leader; Raising TP to $1300 Summary: We expect MPWR to report a beat for the Dec Q versus our revenue estimate of $740.0mn (+0.4% q/q) and NG EPS of $4.73 considering (1) additional customers contributing revenue in the quarter (2) strong hyperscaler Capex results in the Q (3) storage demand pointing to strong SSD power delivery performance and (4) increasing validation points of a broader analog recovery underway. We think MPWR will raise guidance for 1Q26E (Mar Q) compared to our revenue"
X Link 2026-02-04T10:50Z [----] followers, [---] engagements
"$EFX Equifax First Take: Strong Quarterly Results [----] Guidance Mixed Why Not More Operating Leverage https://twitter.com/i/web/status/2019053958174564595 https://twitter.com/i/web/status/2019053958174564595"
X Link 2026-02-04T14:22Z [----] followers, [---] engagements
"$GOOGL $GOOG Alphabet Big in Every WAI - More Cloud More Ads More Subs More Capex Summary: GOOGL put up a marquee quarter highlighted by a signficant Cloud beat (+48% y/y vs. "high 30% bogey") with a view of continued growth as GCP backlog was +55% sequentially paired with healthier advertising revenue despite a lighter YouTube quarter (due to lapping U.S. political). Gemini progress remains consistent with 750mn MAUs now using the Gemini App and commentary that supports a robust software ecosystem utilizing LLMs at the enterprise level all while driving costs down significantly over the last"
X Link 2026-02-05T20:45Z [----] followers, [---] engagements
"$ON ON Semiconductor Positive Peer Read-Throughs Balanced by Mixed Macro Indicators; Focus Remains on FCF and GM Execution; Hold https://twitter.com/i/web/status/2020558403903341055 https://twitter.com/i/web/status/2020558403903341055"
X Link 2026-02-08T18:00Z [----] followers, [---] engagements
"$TDG TransDigm Model update post FQ1: Solid Performance but Aftermarket Uncertainty Increasing Volatility https://twitter.com/i/web/status/2020558969027408068 https://twitter.com/i/web/status/2020558969027408068"
X Link 2026-02-08T18:02Z [----] followers, [---] engagements
"$HSY Hershey Hersheys Happy Place Chocolate Elasticities Performing Well and Stronger Earnings Recovery in [----] https://twitter.com/i/web/status/2020559187600617699 https://twitter.com/i/web/status/2020559187600617699"
X Link 2026-02-08T18:03Z [----] followers, [---] engagements
"$ILMN Illumina Seemingly Conservative '26 Set-Up Remains Intact; Attention Turns To Competitive Dynamics https://twitter.com/i/web/status/2020560761689358553 https://twitter.com/i/web/status/2020560761689358553"
X Link 2026-02-08T18:10Z [----] followers, [---] engagements
"$CB Chubb Raising EPS and Target Price as Strength Persists; Maintain OP https://twitter.com/i/web/status/2020560930434629956 https://twitter.com/i/web/status/2020560930434629956"
X Link 2026-02-08T18:10Z [----] followers, [---] engagements
"$PM Philip Morris Confident Path Forward Growth Pillars Sustain Momentum For Years to Come https://twitter.com/i/web/status/2020561733262221428 https://twitter.com/i/web/status/2020561733262221428"
X Link 2026-02-08T18:13Z [----] followers, [----] engagements
"$PGY Pagaya Technologies '26 Growth Concerns Create Buying Oppty on L/T Credit Stability and Multiple Expansion https://twitter.com/i/web/status/2021197253482791139 https://twitter.com/i/web/status/2021197253482791139"
X Link 2026-02-10T12:19Z [----] followers, [----] engagements
"$BDX Becton Dickinson and Company Solid Start To The F2026 Year But Now-Closed Divestiture & Some Timing Dynamics Push Rest-Of-2026 Outlook Lower https://twitter.com/i/web/status/2021197604277621118 https://twitter.com/i/web/status/2021197604277621118"
X Link 2026-02-10T12:20Z [----] followers, [---] engagements
"$ON ON Semiconductor In-line 4Q25 Print; Guidance a Tad Light Though Multiple Levers Could Unlock Longer-Term Leverage; Hold https://twitter.com/i/web/status/2021201059956306016 https://twitter.com/i/web/status/2021201059956306016"
X Link 2026-02-10T12:34Z [----] followers, [---] engagements
"$SPGI S&P Global Quick Post Call: MI Impacted by Market-Sensitive Volumes Not Losing to AI Competitors; Tough Comps + Conservatism in Ratings $SPGI S&P Global First Take: Mixed Results and Lower than Expected Guidance Stock Likely to be Pressured https://t.co/CzqGZUA1si $SPGI S&P Global First Take: Mixed Results and Lower than Expected Guidance Stock Likely to be Pressured https://t.co/CzqGZUA1si"
X Link 2026-02-10T18:38Z [----] followers, [---] engagements
"$XYL Xylem Priming the Pump for Profitable Growth; Accelerated 80-20 Actions in [----] https://twitter.com/i/web/status/2021554177726374212 https://twitter.com/i/web/status/2021554177726374212"
X Link 2026-02-11T11:57Z [----] followers, [---] engagements
"$LSCC Lattice Semiconductor Industrial Normalization and AI Server Content Growth Support Improved FY26 Outlook; F4Q25 Review https://twitter.com/i/web/status/2021560406485926298 https://twitter.com/i/web/status/2021560406485926298"
X Link 2026-02-11T12:22Z [----] followers, [---] engagements
"$EW Edwards Lifesciences Another Solid Double-Digit TAVR Growth Quarter as Upbeat Conference Call Highlights Positive Year-Ahead Set-Up https://twitter.com/i/web/status/2021561436334399947 https://twitter.com/i/web/status/2021561436334399947"
X Link 2026-02-11T12:26Z [----] followers, [---] engagements
"$ALAB Astera Labs Investing Now for a Brighter Future: Highlights from ALAB's Dec Q Print and Mar Q Guide; Buy https://twitter.com/i/web/status/2021561851977371694 https://twitter.com/i/web/status/2021561851977371694"
X Link 2026-02-11T12:27Z [----] followers, [----] engagements
"$AEIS Advanced Energy Industries 4Q(Dec) earnings Semicap strength Datacenter redux and a touch of Conservatism https://twitter.com/i/web/status/2021562030965076130 https://twitter.com/i/web/status/2021562030965076130"
X Link 2026-02-11T12:28Z [----] followers, [---] engagements
"$AMAT Applied Materials F1Q(Jan) Preview Tone Trajectory Technology https://twitter.com/i/web/status/2021705845361279374 https://twitter.com/i/web/status/2021705845361279374"
X Link 2026-02-11T22:00Z [----] followers, [---] engagements
"$SHOP Shopify Reach and Resources: Kicking Off the Year of Agentic Commerce https://twitter.com/i/web/status/2021706116468822406 https://twitter.com/i/web/status/2021706116468822406"
X Link 2026-02-11T22:01Z [----] followers, [---] engagements
"$STRL Sterling Infrastructure We Have Hit Paydirt: Initiating Coverage of Sterling Infrastructure (STRL) with a Buy Rating and $486 Price Target https://twitter.com/i/web/status/2021737766480953701 https://twitter.com/i/web/status/2021737766480953701"
X Link 2026-02-12T00:07Z [----] followers, [---] engagements
"$GNRC Generac Holdings C&I Gaining Momentum Fueled by Data Centers; Raising Target Price to $235 https://twitter.com/i/web/status/2021897890080199003 https://twitter.com/i/web/status/2021897890080199003"
X Link 2026-02-12T10:43Z [----] followers, [---] engagements
"$PAYC Paycom Software Becoming A Share Donor; Target to $120 https://twitter.com/i/web/status/2021910837376483711 https://twitter.com/i/web/status/2021910837376483711"
X Link 2026-02-12T11:34Z [----] followers, [---] engagements
"$VKTX Viking Therapeutics Oral-VK2735 Gets FDA Nod for Ph.3 While Injectable VANQUISH and Maintenance Trials Rapidly Enrolled https://twitter.com/i/web/status/2021916933432447009 https://twitter.com/i/web/status/2021916933432447009"
X Link 2026-02-12T11:58Z [----] followers, [----] engagements
"$TYL Tyler Technologies First Look: Subscription Strong But Moving Parts Weigh On Total Revs https://twitter.com/i/web/status/2021920196022198510 https://twitter.com/i/web/status/2021920196022198510"
X Link 2026-02-12T12:11Z [----] followers, [---] engagements
"$EQIX Equinix Finishes the Year with Record Bookings & Strong Momentum; AFFO/ sh Now Seeing 400bps Improvement; Target to $1075; Reit. Buy"
X Link 2026-02-12T12:40Z [----] followers, [---] engagements
"$GFL GFL Environmental Strong Results in General [----] Guidance Impacted by FX Underlying Growth and Margin Expansion is Solid https://twitter.com/i/web/status/2021933155700084986 https://twitter.com/i/web/status/2021933155700084986"
X Link 2026-02-12T13:03Z [----] followers, [---] engagements
"$HUBS HubSpot Maybe Not Enough But Certainly Not Dead https://twitter.com/i/web/status/2021933941796569472 https://twitter.com/i/web/status/2021933941796569472"
X Link 2026-02-12T13:06Z [----] followers, [---] engagements
"$TYL Tyler Technologies Moving Parts Impact 4Q Results '26 Guide; L-T Cloud Migration Story Remains Intact https://twitter.com/i/web/status/2022075149562888627 https://twitter.com/i/web/status/2022075149562888627"
X Link 2026-02-12T22:27Z [----] followers, [---] engagements
"$ZTS Zoetis 4Q25 Results: Many Moving Parts; Our Asterisk to the "Clean" [----] Revenue Guidance Explained Below https://twitter.com/i/web/status/2022075396267946115 https://twitter.com/i/web/status/2022075396267946115"
X Link 2026-02-12T22:28Z [----] followers, [---] engagements
"$CBRE CBRE Group Post 4Q EPS Relatively Unchanged; Rating Remains Outperform https://twitter.com/i/web/status/2022075760547078283 https://twitter.com/i/web/status/2022075760547078283"
X Link 2026-02-12T22:30Z [----] followers, [---] engagements
"$QSR Restaurant Brands International 4Q Earnings Takeaways https://twitter.com/i/web/status/2022304279369847027 https://twitter.com/i/web/status/2022304279369847027"
X Link 2026-02-13T13:38Z [----] followers, [---] engagements
"$IR Ingersoll-Rand 4Q25 Beats Top and Bottom Line; [----] Guidance a Touch Light"
X Link 2026-02-13T13:50Z [----] followers, [---] engagements
"$IRM Iron Mountain Incorporated Post Call Thoughts: Strong Performance Likely to Continue We Think Data Center Leasing is Inflecting"
X Link 2026-02-13T13:53Z [----] followers, [---] engagements
"$IPGP IPG Photonics Corporation F4Q25 Review; Non-Industrial Momentum Meets Industrial Stability https://twitter.com/i/web/status/2022308531299377544 https://twitter.com/i/web/status/2022308531299377544"
X Link 2026-02-13T13:55Z [----] followers, [---] engagements
"$VRTX Vertex Pharmaceuticals 4Q25 Recap: Commercial Business In-Line; Focus is on Povetacicept and Potential Differentiation in a Crowded IgAN Market https://twitter.com/i/web/status/2022309070560964729 https://twitter.com/i/web/status/2022309070560964729"
X Link 2026-02-13T13:57Z [----] followers, [---] engagements
"$TOST Toast 4Q25 Wrap: Fundamentals Holding Up As Reinvestments Accelerate https://twitter.com/i/web/status/2022309574842171544 https://twitter.com/i/web/status/2022309574842171544"
X Link 2026-02-13T13:59Z [----] followers, [---] engagements
"$DKNG DraftKings 4Q25 First Take: Q4 Ahead; Ugly Guide But 'Kitchen Sink' Approach Seems Prudent; "No Discernible Impact" From Kalshi https://twitter.com/i/web/status/2022309867352993854 https://twitter.com/i/web/status/2022309867352993854"
X Link 2026-02-13T14:00Z [----] followers, [---] engagements
"$CW Curtiss-Wright Corporation Growth Opportunities Abound Stock Comes With a Price Tag; Maintain Hold"
X Link 2026-02-13T14:05Z [----] followers, [---] engagements
"$LECO Lincoln Electric Holdings Industrial Cycle Optimism & New [----] Targets Provide Upside https://twitter.com/i/web/status/2022311528733573611 https://twitter.com/i/web/status/2022311528733573611"
X Link 2026-02-13T14:06Z [----] followers, [---] engagements
"$FROG JFrog Hopping Along https://twitter.com/i/web/status/2022311871844389177 https://twitter.com/i/web/status/2022311871844389177"
X Link 2026-02-13T14:08Z [----] followers, [---] engagements
"$TRUP Trupanion 4Q25 Results: We Continue to See Deteriorating Fundamentals. Lower PT and Reiterate Hold"
X Link 2026-02-13T14:09Z [----] followers, [---] engagements
"$WTS Watts Water Technologies Executing on Strategic Growth Initiatives; Someone Say Data Centers"
X Link 2026-02-13T14:11Z [----] followers, [---] engagements
"$WYNN Wynn Resorts 4Q25 Recap: Make Sure You Adjust Margins To Understand Where They Really Are; Any Panic Selling Creates A Great Buying Opp"
X Link 2026-02-13T14:13Z [----] followers, [---] engagements
"$PCOR Procore Technologies Procore Hits the Nail on the Head with a Solid Print/Guide https://twitter.com/i/web/status/2022313521103384853 https://twitter.com/i/web/status/2022313521103384853"
X Link 2026-02-13T14:14Z [----] followers, [---] engagements
"$DXCM DexCom 4Q25 Results: Few Surprises Remains our Top Pick in Diabetes https://twitter.com/i/web/status/2022314710956208507 https://twitter.com/i/web/status/2022314710956208507"
X Link 2026-02-13T14:19Z [----] followers, [---] engagements
"$BROS Dutch Bros Delivers Some Well-Timed Dutch Luv for the Bulls https://twitter.com/i/web/status/2022314917047513583 https://twitter.com/i/web/status/2022314917047513583"
X Link 2026-02-13T14:20Z [----] followers, [---] engagements
"$CART Maplebear Accelerating GTV to Close [----] with Healthy Outlook on Ads & Enterprise for '26 https://twitter.com/i/web/status/2022315365141717317 https://twitter.com/i/web/status/2022315365141717317"
X Link 2026-02-13T14:22Z [----] followers, [---] engagements
"$PINS Pinterest Tariff Pressures Weighing on Large Retailer Spend in UCAN / Europe"
X Link 2026-02-13T14:28Z [----] followers, [---] engagements
"$AMAT Applied Materials F1Q(Jan) Earnings Tone (check) Trajectory (check) Technology (check); TP to $450 https://twitter.com/i/web/status/2022317231091142703 https://twitter.com/i/web/status/2022317231091142703"
X Link 2026-02-13T14:29Z [----] followers, [---] engagements
"$MBD MongoDB Earnings Preview: MongoDB is scheduled to report F3Q26 earnings after the market close on Monday December 1st with a call at 5PM ET. Given solid hyperscaler results (+Azure +GCP +AWS) as well as healthy usage commentary from most consumption peers we believe that MongoDBs strong usage trends from last quarter carried over to 3Q which should enable Atlas to post a solid upside quarter. https://twitter.com/i/web/status/1995474649065337198 https://twitter.com/i/web/status/1995474649065337198"
X Link 2025-12-01T12:46Z [----] followers, [---] engagements
"$MRVL Marvell Closes Acquisition of XConn Technologies Updating Financial Model https://twitter.com/i/web/status/2021737227433193688 https://twitter.com/i/web/status/2021737227433193688"
X Link 2026-02-12T00:04Z [----] followers, [----] engagements
"$CROX Crocs Points to Margin Expansion and HEYDUDE Inflection in FY26; TP to $99 https://twitter.com/i/web/status/2022317752124420378 https://twitter.com/i/web/status/2022317752124420378"
X Link 2026-02-13T14:31Z [----] followers, [---] engagements
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