[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @RJResearch Raymond James Equity Research Raymond James Equity Research posts on X about eps, $bhf, goog, $goog the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1055892935038984192/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXX +100% - X Year XXXXXXX +83% ### Mentions: XX [#](/creator/twitter::1055892935038984192/posts_active)  - X Week XX -XXXX% - X Month XXX -XX% - X Months XXX +71% - X Year XXX +83% ### Followers: XXXXX [#](/creator/twitter::1055892935038984192/followers)  - X Week XXXXX +0.31% - X Month XXXXX +1.40% - X Months XXXXX +12% - X Year XXXXX +24% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1055892935038984192/influencer_rank)  ### Social Influence [#](/creator/twitter::1055892935038984192/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [currencies](/list/currencies) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [luxury brands](/list/luxury-brands) XXXX% **Social topic influence** [eps](/topic/eps) 3.06%, [$bhf](/topic/$bhf) 2.04%, [goog](/topic/goog) 2.04%, [$goog](/topic/$goog) 2.04%, [$ions](/topic/$ions) 2.04%, [stocks](/topic/stocks) 2.04%, [Sentiment](/topic/sentiment) 2.04%, [$tmus](/topic/$tmus) 2.04%, [$usm](/topic/$usm) 2.04%, [$manh](/topic/$manh) XXXX% **Top accounts mentioned or mentioned by** [@gabrahamian](/creator/undefined) **Top assets mentioned** [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [T-Mobile (TMUS)](/topic/$tmus) [United States Cellular Corporation (USM)](/topic/$usm) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Etsy Inc (ETSY)](/topic/$etsy) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [On Holding AG (ONON)](/topic/$onon) [Tapestry, Inc. (TPR)](/topic/$tpr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Shakita Inu (SHAK)](/topic/$shak) [PulteGroup, Inc. (PHM)](/topic/$phm) [GFL Environmental Inc. Subordinate Voting Shares (GFL)](/topic/$gfl) [Scholar Rock Holding Corporation Common Stock (SRRK)](/topic/$srrk) [SEI Investments Co (SEIC)](/topic/$seic) [Casella Waste Systems Inc (CWST)](/topic/$cwst) [DisChain (DIS)](/topic/$dis) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [ADMA Biologics, Inc. (ADMA)](/topic/$adma) [Amgen, Inc. (AMGN)](/topic/$amgn) [SuperWalk (GRND)](/topic/$grnd) [Match Group Inc (MTCH)](/topic/$mtch) [Netflix Inc (NFLX)](/topic/$nflx) [Spotify Technology (SPOT)](/topic/$spot) [WEBTOON Entertainment Inc. Common Stock (WBTN)](/topic/$wbtn) [Arista Networks Inc (ANET)](/topic/$anet) [Ciena Corporation (CIEN)](/topic/$cien) [Cisco Systems Inc (CSCO)](/topic/$csco) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Nokia Corporation (NOK)](/topic/$nok) [DinoLFG (DINO)](/topic/$dino) [Partisia Blockchain (MPC)](/topic/$mpc) [CVR ENERGY, INC. (CVI)](/topic/$cvi) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [CSX Corporation (CSX)](/topic/$csx) [UNIPOLY (UNP)](/topic/$unp) [Paramount Global (PARA)](/topic/$para) [Verizon Communications Inc. (VZ)](/topic/$vz) [Harley-Davidson, Inc. (HOG)](/topic/$hog) [Polaris Inc. (PII)](/topic/$pii) [Roblox, Corp. (RBLX)](/topic/$rblx) [Electronic Arts Inc. (EA)](/topic/$ea) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Federal Signal Corp. (FSS)](/topic/$fss) [Dycom Industries, Inc. (DY)](/topic/$dy) [Amedisys Inc (AMED)](/topic/$amed) [UnitedHealth Group (UNH)](/topic/$unh) [Copa Holdings, S.A. (CPA)](/topic/$cpa) [Universal Currency (UNIT)](/topic/$unit) [Loaded Lions (LION)](/topic/$lion) [Progressive Corp (PGR)](/topic/$pgr) [Exact Sciences Corp (EXAS)](/topic/$exas) [Merit Medical Systems Inc (MMSI)](/topic/$mmsi) [Encompass Health Corporation Common Stock (EHC)](/topic/$ehc) [DAR Open Network (DAR)](/topic/$dar) ### Top Social Posts [#](/creator/twitter::1055892935038984192/posts) --- Top posts by engagements in the last XX hours "Diagnostics & Clinical Laboratories analyst Andrew Cooper published on $CDNA "Sizing the Impact of the New Draft LCD in Light of Sharp Selloff" as shares closed off XX% after draft put limits on surveillance testing with doubts on HeartCare combined reimbursement"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1946280762006704616) 2025-07-18 18:47:48 UTC 1613 followers, XXX engagements "Rick Patel published "Softlines and Digital2Q25 Preview: FX Tailwinds;" with updated tariff estimates for his space the beneficiaries of US dollar weakness valuations and individual stock calls for $DECK $ONON $TPR and $ETSY"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947741445038670225) 2025-07-22 19:32:02 UTC 1615 followers, XXX engagements "Washington Policy analyst Ed Mills provided an update on the U.S. China relationship tenor: U.S. greenlighting export licenses for $NVDA H20 China clearing hurdle for Synopsys-Anys merger and rare earth minerals"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945510214817493128) 2025-07-16 15:45:55 UTC 1615 followers, XXX engagements "Insurance analyst Wilma Burdis published on $BHF "WSJ Reports BHF in Exclusive Talks with Aquarian" with the article saying a deal could be completed in the coming weeks"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945480058446942360) 2025-07-16 13:46:05 UTC 1615 followers, XXX engagements "Brian Vaccaro published his 2Q restaurant preview expecting generally better than expected top-line from casual dining & select fast casual soft/mixed results within QSR segment and generally favorable QTD commentary for July. $SHAK $FWRG"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945812117229044127) 2025-07-17 11:45:34 UTC 1613 followers, XXX engagements "Buck Horne published on PulteGroup Inc. $PHM following earnings that showed upside performance as a function of "PHM's diversified customer demographics balanced geographies and highly disciplined capital allocation.""  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948088692666409025) 2025-07-23 18:31:52 UTC 1615 followers, XX engagements "Josh Beck published $GOOG "AI Mega Capex CycleA New Era" following a strong top-line beat driven by search/cloud that suggests improving AI monetization"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948466362495496199) 2025-07-24 19:32:36 UTC 1615 followers, XX engagements "Tyler Brown published "GFLGFL Rumored To Be Monetizing Part of Its GIP Investment a Few Thoughts" with reports that $GFL might be exploring those options with his monetization calculations already ascribing value to GIP"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1932869116148195733) 2025-06-11 18:34:42 UTC 1611 followers, XXX engagements "Gary Nachman published "BioPharmaAssessing Evolving Dynamics at FDA: Feedback from Regulatory Consultants on Leadership Culture and Process" focusing on leadership changes at FDA and potential impact on timely approval for companies such as $LENZ $IONS and $SRRK"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1942928214784897428) 2025-07-09 12:45:58 UTC 1612 followers, XXX engagements "Patrick O'Shaughnessy published on $SEIC "2Q25 Preview: Market Rebound A Nice Boost to Revenue and EPS Outlook" with his view on improving sales activity and expense discipline leading to stronger core revenue growth and healthy incremental margins"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1942577228220441035) 2025-07-08 13:31:17 UTC 1613 followers, XX engagements "Josh Beck published "GOOGEPS Preview: Search Resilience and Vertex Momentum Could Offer Positive Surprises" with his call on the tactical set up for $GOOG going into its EPS report"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947741446460596728) 2025-07-22 19:32:02 UTC 1613 followers, XX engagements "Tyler Brown published $CWST "Notes From the Road" with discussion of the M&A pipeline with some focus on the mid-Atlantic seasonality & RNG EBITDA"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1933559332152451511) 2025-06-13 16:17:23 UTC 1613 followers, XXX engagements "Ric Prentiss Frank Louthan & Brent Penter published "TMTDIS/CMCSA Theme Parks - Takeaways From Our Second Annual Walk in the Parks' Survey" analyzing responses from Disney "superfans" and a broader segment of the general population. $DIS $CMCSA"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1943302986136015243) 2025-07-10 13:35:11 UTC 1614 followers, XXX engagements "Gary Nachman published "BioPharmaKey Insights From KOL Call on Several Areas of Interest in Immunology Allergy and Asthma" following his investor call with a high-volume Allergist-Immunologist with takeaways for $ADMA $IONS $AQST $EPRX and $AMGN"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1940411455989280885) 2025-07-02 14:05:16 UTC 1613 followers, 1026 engagements "Internet analyst Andrew Marok published his 2Q25 Digital Media Preview: $NFLX $SPOT $MTCH $GRND $BMBL $SEAT $WBTN"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945129130103550331) 2025-07-15 14:31:38 UTC 1613 followers, XXX engagements "Simon Leopold published "Data InfrastructureIced Coffee Talks for the July 4th Edition" presenting his review of investor sentiment and his takes for his most discussed stocks over the past XX days. $ANET $CIEN $CSCO $COHR $LITE $NOK"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1942214836953231511) 2025-07-07 13:31:16 UTC 1610 followers, XXX engagements "Wilma Burdis published $BHF "The House Appears Bright" with an update on the final two bidders named in a recent article and her take on why "the right consortium" could be a good solution to acquire BHF"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1942924445154214204) 2025-07-09 12:31:00 UTC 1611 followers, XXX engagements "Refining analyst Justin Jenkins published on Independent Refiners with a very steep recovery (+80% on average) in refining stocks since the "Liberation Day" lows he reflects oh his views on the new risk/reward outlook. $DINO $MPC $CVI"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945129128241303588) 2025-07-15 14:31:37 UTC 1610 followers, XXX engagements "Transports analysts Tyler Brown and David Hicks published their Transport Stat "The Railroad "Merger Puzzle" Heating Up; Our Thoughts + Fun With Maps" $CSX $UNP $NSC"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1946189722461634702) 2025-07-18 12:46:02 UTC 1614 followers, XXX engagements "Savi Syth published on $ALGT "Sunseeker to Ride Off Into the Sunset; Removes Sentiment/EPS Overhang" as the company announced a deal for the Sunseeker Resort to be acquired by Blackstone Real Estate for $200M"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1942577230229426208) 2025-07-08 13:31:17 UTC 1613 followers, XXX engagements "Ric Prentiss recapped a busy week for $TMUS "TMUS/USM: 7/11=Free Slurpees and FCC Approvals (USM/TMUS Metronet/TMUS Intelsat/SES). Is $PARA next" and sees this finishing the regulatory review process and thinks $USM deal can close 8/1"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1944762860627747247) 2025-07-14 14:16:12 UTC 1612 followers, XXX engagements "Frank Louthan published "VZ2Q25: Raising Estimates on Improved Financial Outlook" with his view of $VZ relatively low exposure to tariffs or economic changes and his view of "compelling total return""  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947741448029233545) 2025-07-22 19:32:03 UTC 1615 followers, XX engagements "Leisure Products analyst Joe Altobello published his $HOG and $PII "2Q25 Dealer Surveys" indicating sales continued to decline in 2Q on weak consumer sentiment and heightened macro uncertainty but were improved from 1Q"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1943675723761262870) 2025-07-11 14:16:18 UTC 1612 followers, XXX engagements "Andrew Marok published "Digital MediaInteractive Entertainment 2Q25 Quarterly Preview" with $EA kicking off earnings on 6/29 followed by $RBLX on 7/31 & $TTWO on 8/7 with his view of the setups going into those reports with high expectations for RBLX"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948036354970960235) 2025-07-23 15:03:54 UTC 1615 followers, XXX engagements "Tyler Brown published "Waste & Industrial Services2Q Likely Meet and Hold EBITDA; FCF Better 1H Seasonal Trade Worked" with his commentary on the set up for 2Q full year EBITDA and chances for FCF to move higher"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947741446603149322) 2025-07-22 19:32:02 UTC 1612 followers, XX engagements "Tim Thein published $FSS "Supportive Dealer Feedback; Raising Estimates and Price Target" following discussions with dealers & specialty truck competitors along with "Ag EquipmentIt's Still Early but Risks to 2026 Recovery Thesis Are Rising""  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1939772679818453086) 2025-06-30 19:47:00 UTC 1614 followers, XXX engagements "Frank Louthan published on $DY "Improved Fiber Outlook From the BBB': Raising Estimates and PT" as he expects big telco to continue its catch-up to incumbent cable over the next five years"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1942214837821473038) 2025-07-07 13:31:16 UTC 1614 followers, XXX engagements "John Ransom published $AMED "Is the Home Health Rate Update of (6.4%) a Death Knell for the $UNH Deal" following CMS's release of 2026 proposed home health rates which all else equal would represent a headwind for AMED's EBITDA"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1940489974857527346) 2025-07-02 19:17:17 UTC 1615 followers, XXX engagements "Savi Syth published $CPA "Reviewing Estimates & Trends" to update her forecast to reflect an improved currency backdrop a lower fuel forecast with earnings having inflected positively and prospects for RASM to inflect"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948088692678983734) 2025-07-23 18:31:52 UTC 1615 followers, XX engagements "Frank Louthan published on Uniti Group $UNIT with his sum-of-the-parts analysis that he believes is "not yet apparent to the Street" based on his belief that the Windstream merger can close in the very near term"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947303415291265091) 2025-07-21 14:31:28 UTC 1614 followers, XXX engagements "Danny Tamayo published on $MBWM following release of 2Q results where core trends were favorable with much stronger fees & stable credit trends fueling upside to results along with announcement of the acquisition of Eastern Michigan Financial Corp. (EFIN)"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948466358359838876) 2025-07-24 19:32:35 UTC 1615 followers, XX engagements "Banks analyst Joe Yanchunis initiated coverage of Cass Information Systems $CASS "Fundamental Setup Poised to Drive EPS Growth""  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945132888292212748) 2025-07-15 14:46:34 UTC 1611 followers, XXX engagements "TMT analyst Brent Penter published on $LION "Legendary LION Apollo-Backed Legendary Studios Reportedly Considering Bid for Lionsgate" after shares were up XX% on the news just before Friday's market close. Brent sees LION as a logical and digestible candidate"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1944762857666515350) 2025-07-14 14:16:11 UTC 1613 followers, XXX engagements "Greg Peters published on $PGR "Updated Scenario Analysis; Raising EPS Estimates." with his analysis of PGR's positioning to issue special dividends in '26 & '27 along with his valuation analysis of the stock"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948036354756984945) 2025-07-23 15:03:54 UTC 1613 followers, XX engagements "Ric Prentiss published "CarriersTMUS/USM: Deals Appear to Be Almost D(EI)one" on his expectation that recent $TMUS letters to the FCC could mean FCC approval of the $USM and Metronet deals will be coming soon"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1943303000308507029) 2025-07-10 13:35:14 UTC 1612 followers, XXX engagements "Application Software analyst Brian Peterson and Alex Sklar published on $MANH "Mid-Year Update Why We Like the Case for an Acceleration" as they like the tactical setup with shares looking attractive. Partner checks show no deterioration in demand"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945812117837226002) 2025-07-17 11:45:34 UTC 1613 followers, XXX engagements "Andrew Cooper published "Diagnostic & Clinical LabsPreviewing Exact's Blood Readout: Scenarios Probabilities and Predictions" in an attempt to offer contest and framing for the upcoming blood-based CRC screening readout from $EXAS"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948036354681585742) 2025-07-23 15:03:54 UTC 1615 followers, XXX engagements "Jayson Bedford published on $MMSI "2Q Upside Plus An Experienced CEO Hire; Outperform" after the appointment of Martha Aronson as president and CEO to succeed Fred Lampropoulos MMSI's founder and only CEO in the company's history"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1942577229323460801) 2025-07-08 13:31:17 UTC 1611 followers, XXX engagements "John Ransom on $EHC after a NYT article cited XX pts w/ adverse outcomes at EHC rehabs & stats about lower than avg. quality while he thinks the article cherry picks some negative outliers for a company w/ track record of quality & outcome data far-exceeding industry"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1945480054743482470) 2025-07-16 13:46:04 UTC 1614 followers, XX engagements "Brian Peterson published on $MANH "Bulls are Running Pamplona in Sight."following 2Q25 results that reflected a much stronger than expected RPO figure with his take that the beat manifested conservatism with his further views of earnings cadence"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948088689092923400) 2025-07-23 18:31:51 UTC 1615 followers, XX engagements "Justin Jenkins published $DAR "2Q25 Preview: Adjusting Estimates; Brighter 2H25 as Regulatory Backdrop Likely Improves" with commentary on the legacy business lines (Feed/Food) and the advantages the drive for the sustainable fuels business"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947741446481596427) 2025-07-22 19:32:02 UTC 1613 followers, XX engagements "Tyler Brown published $FDX "Notes from the Road" with focus on FDX's efforts to garner $4B in savings from its DRIVE initiative and another $2B in Network XXX savings along with discussion of its spin of FedEx Freight in mid '26"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1948466362512224305) 2025-07-24 19:32:36 UTC 1615 followers, XX engagements "Olivia Tong published "Beauty Personal Care & Household Products2Q25 Earnings Preview" with expectations for mixed earnings season across her coverage with slowing growth in HPCand weaker demand in Home Goods with improving Beauty momentum"  [@RJResearch](/creator/x/RJResearch) on [X](/post/tweet/1947303415442227686) 2025-07-21 14:31:28 UTC 1613 followers, XX engagements
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@RJResearch Raymond James Equity Research
Raymond James Equity Research posts on X about eps, $bhf, goog, $goog the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXX +100%
- X Year XXXXXXX +83%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXX +71%
- X Year XXX +83%
Followers: XXXXX #
- X Week XXXXX +0.31%
- X Month XXXXX +1.40%
- X Months XXXXX +12%
- X Year XXXXX +24%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% currencies XXXX% technology brands XXXX% cryptocurrencies XXXX% countries XXXX% luxury brands XXXX%
Social topic influence eps 3.06%, $bhf 2.04%, goog 2.04%, $goog 2.04%, $ions 2.04%, stocks 2.04%, Sentiment 2.04%, $tmus 2.04%, $usm 2.04%, $manh XXXX%
Top accounts mentioned or mentioned by @gabrahamian
Top assets mentioned Brighthouse Financial, Inc. (BHF) Alphabet Inc Class A (GOOGL) Ionis Pharmaceuticals, Inc. Common Stock (IONS) T-Mobile (TMUS) United States Cellular Corporation (USM) Manhattan Associates, Inc. (MANH) Etsy Inc (ETSY) Deckers Outdoor, Corp. (DECK) On Holding AG (ONON) Tapestry, Inc. (TPR) NVIDIA Corp. (NVDA) Shakita Inu (SHAK) PulteGroup, Inc. (PHM) GFL Environmental Inc. Subordinate Voting Shares (GFL) Scholar Rock Holding Corporation Common Stock (SRRK) SEI Investments Co (SEIC) Casella Waste Systems Inc (CWST) DisChain (DIS) Comcast Corporation (CMCSA) ADMA Biologics, Inc. (ADMA) Amgen, Inc. (AMGN) SuperWalk (GRND) Match Group Inc (MTCH) Netflix Inc (NFLX) Spotify Technology (SPOT) WEBTOON Entertainment Inc. Common Stock (WBTN) Arista Networks Inc (ANET) Ciena Corporation (CIEN) Cisco Systems Inc (CSCO) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Nokia Corporation (NOK) DinoLFG (DINO) Partisia Blockchain (MPC) CVR ENERGY, INC. (CVI) Norfolk Southern Corp. (NSC) CSX Corporation (CSX) UNIPOLY (UNP) Paramount Global (PARA) Verizon Communications Inc. (VZ) Harley-Davidson, Inc. (HOG) Polaris Inc. (PII) Roblox, Corp. (RBLX) Electronic Arts Inc. (EA) Take-Two Interactive Software, Inc. (TTWO) Federal Signal Corp. (FSS) Dycom Industries, Inc. (DY) Amedisys Inc (AMED) UnitedHealth Group (UNH) Copa Holdings, S.A. (CPA) Universal Currency (UNIT) Loaded Lions (LION) Progressive Corp (PGR) Exact Sciences Corp (EXAS) Merit Medical Systems Inc (MMSI) Encompass Health Corporation Common Stock (EHC) DAR Open Network (DAR)
Top Social Posts #
Top posts by engagements in the last XX hours
"Diagnostics & Clinical Laboratories analyst Andrew Cooper published on $CDNA "Sizing the Impact of the New Draft LCD in Light of Sharp Selloff" as shares closed off XX% after draft put limits on surveillance testing with doubts on HeartCare combined reimbursement"
@RJResearch on X 2025-07-18 18:47:48 UTC 1613 followers, XXX engagements
"Rick Patel published "Softlines and Digital2Q25 Preview: FX Tailwinds;" with updated tariff estimates for his space the beneficiaries of US dollar weakness valuations and individual stock calls for $DECK $ONON $TPR and $ETSY" @RJResearch on X 2025-07-22 19:32:02 UTC 1615 followers, XXX engagements
"Washington Policy analyst Ed Mills provided an update on the U.S. China relationship tenor: U.S. greenlighting export licenses for $NVDA H20 China clearing hurdle for Synopsys-Anys merger and rare earth minerals" @RJResearch on X 2025-07-16 15:45:55 UTC 1615 followers, XXX engagements
"Insurance analyst Wilma Burdis published on $BHF "WSJ Reports BHF in Exclusive Talks with Aquarian" with the article saying a deal could be completed in the coming weeks" @RJResearch on X 2025-07-16 13:46:05 UTC 1615 followers, XXX engagements
"Brian Vaccaro published his 2Q restaurant preview expecting generally better than expected top-line from casual dining & select fast casual soft/mixed results within QSR segment and generally favorable QTD commentary for July. $SHAK $FWRG" @RJResearch on X 2025-07-17 11:45:34 UTC 1613 followers, XXX engagements
"Buck Horne published on PulteGroup Inc. $PHM following earnings that showed upside performance as a function of "PHM's diversified customer demographics balanced geographies and highly disciplined capital allocation."" @RJResearch on X 2025-07-23 18:31:52 UTC 1615 followers, XX engagements
"Josh Beck published $GOOG "AI Mega Capex CycleA New Era" following a strong top-line beat driven by search/cloud that suggests improving AI monetization" @RJResearch on X 2025-07-24 19:32:36 UTC 1615 followers, XX engagements
"Tyler Brown published "GFLGFL Rumored To Be Monetizing Part of Its GIP Investment a Few Thoughts" with reports that $GFL might be exploring those options with his monetization calculations already ascribing value to GIP" @RJResearch on X 2025-06-11 18:34:42 UTC 1611 followers, XXX engagements
"Gary Nachman published "BioPharmaAssessing Evolving Dynamics at FDA: Feedback from Regulatory Consultants on Leadership Culture and Process" focusing on leadership changes at FDA and potential impact on timely approval for companies such as $LENZ $IONS and $SRRK" @RJResearch on X 2025-07-09 12:45:58 UTC 1612 followers, XXX engagements
"Patrick O'Shaughnessy published on $SEIC "2Q25 Preview: Market Rebound A Nice Boost to Revenue and EPS Outlook" with his view on improving sales activity and expense discipline leading to stronger core revenue growth and healthy incremental margins" @RJResearch on X 2025-07-08 13:31:17 UTC 1613 followers, XX engagements
"Josh Beck published "GOOGEPS Preview: Search Resilience and Vertex Momentum Could Offer Positive Surprises" with his call on the tactical set up for $GOOG going into its EPS report" @RJResearch on X 2025-07-22 19:32:02 UTC 1613 followers, XX engagements
"Tyler Brown published $CWST "Notes From the Road" with discussion of the M&A pipeline with some focus on the mid-Atlantic seasonality & RNG EBITDA" @RJResearch on X 2025-06-13 16:17:23 UTC 1613 followers, XXX engagements
"Ric Prentiss Frank Louthan & Brent Penter published "TMTDIS/CMCSA Theme Parks - Takeaways From Our Second Annual Walk in the Parks' Survey" analyzing responses from Disney "superfans" and a broader segment of the general population. $DIS $CMCSA" @RJResearch on X 2025-07-10 13:35:11 UTC 1614 followers, XXX engagements
"Gary Nachman published "BioPharmaKey Insights From KOL Call on Several Areas of Interest in Immunology Allergy and Asthma" following his investor call with a high-volume Allergist-Immunologist with takeaways for $ADMA $IONS $AQST $EPRX and $AMGN" @RJResearch on X 2025-07-02 14:05:16 UTC 1613 followers, 1026 engagements
"Internet analyst Andrew Marok published his 2Q25 Digital Media Preview: $NFLX $SPOT $MTCH $GRND $BMBL $SEAT $WBTN" @RJResearch on X 2025-07-15 14:31:38 UTC 1613 followers, XXX engagements
"Simon Leopold published "Data InfrastructureIced Coffee Talks for the July 4th Edition" presenting his review of investor sentiment and his takes for his most discussed stocks over the past XX days. $ANET $CIEN $CSCO $COHR $LITE $NOK" @RJResearch on X 2025-07-07 13:31:16 UTC 1610 followers, XXX engagements
"Wilma Burdis published $BHF "The House Appears Bright" with an update on the final two bidders named in a recent article and her take on why "the right consortium" could be a good solution to acquire BHF" @RJResearch on X 2025-07-09 12:31:00 UTC 1611 followers, XXX engagements
"Refining analyst Justin Jenkins published on Independent Refiners with a very steep recovery (+80% on average) in refining stocks since the "Liberation Day" lows he reflects oh his views on the new risk/reward outlook. $DINO $MPC $CVI" @RJResearch on X 2025-07-15 14:31:37 UTC 1610 followers, XXX engagements
"Transports analysts Tyler Brown and David Hicks published their Transport Stat "The Railroad "Merger Puzzle" Heating Up; Our Thoughts + Fun With Maps" $CSX $UNP $NSC" @RJResearch on X 2025-07-18 12:46:02 UTC 1614 followers, XXX engagements
"Savi Syth published on $ALGT "Sunseeker to Ride Off Into the Sunset; Removes Sentiment/EPS Overhang" as the company announced a deal for the Sunseeker Resort to be acquired by Blackstone Real Estate for $200M" @RJResearch on X 2025-07-08 13:31:17 UTC 1613 followers, XXX engagements
"Ric Prentiss recapped a busy week for $TMUS "TMUS/USM: 7/11=Free Slurpees and FCC Approvals (USM/TMUS Metronet/TMUS Intelsat/SES). Is $PARA next" and sees this finishing the regulatory review process and thinks $USM deal can close 8/1" @RJResearch on X 2025-07-14 14:16:12 UTC 1612 followers, XXX engagements
"Frank Louthan published "VZ2Q25: Raising Estimates on Improved Financial Outlook" with his view of $VZ relatively low exposure to tariffs or economic changes and his view of "compelling total return"" @RJResearch on X 2025-07-22 19:32:03 UTC 1615 followers, XX engagements
"Leisure Products analyst Joe Altobello published his $HOG and $PII "2Q25 Dealer Surveys" indicating sales continued to decline in 2Q on weak consumer sentiment and heightened macro uncertainty but were improved from 1Q" @RJResearch on X 2025-07-11 14:16:18 UTC 1612 followers, XXX engagements
"Andrew Marok published "Digital MediaInteractive Entertainment 2Q25 Quarterly Preview" with $EA kicking off earnings on 6/29 followed by $RBLX on 7/31 & $TTWO on 8/7 with his view of the setups going into those reports with high expectations for RBLX" @RJResearch on X 2025-07-23 15:03:54 UTC 1615 followers, XXX engagements
"Tyler Brown published "Waste & Industrial Services2Q Likely Meet and Hold EBITDA; FCF Better 1H Seasonal Trade Worked" with his commentary on the set up for 2Q full year EBITDA and chances for FCF to move higher" @RJResearch on X 2025-07-22 19:32:02 UTC 1612 followers, XX engagements
"Tim Thein published $FSS "Supportive Dealer Feedback; Raising Estimates and Price Target" following discussions with dealers & specialty truck competitors along with "Ag EquipmentIt's Still Early but Risks to 2026 Recovery Thesis Are Rising"" @RJResearch on X 2025-06-30 19:47:00 UTC 1614 followers, XXX engagements
"Frank Louthan published on $DY "Improved Fiber Outlook From the BBB': Raising Estimates and PT" as he expects big telco to continue its catch-up to incumbent cable over the next five years" @RJResearch on X 2025-07-07 13:31:16 UTC 1614 followers, XXX engagements
"John Ransom published $AMED "Is the Home Health Rate Update of (6.4%) a Death Knell for the $UNH Deal" following CMS's release of 2026 proposed home health rates which all else equal would represent a headwind for AMED's EBITDA" @RJResearch on X 2025-07-02 19:17:17 UTC 1615 followers, XXX engagements
"Savi Syth published $CPA "Reviewing Estimates & Trends" to update her forecast to reflect an improved currency backdrop a lower fuel forecast with earnings having inflected positively and prospects for RASM to inflect" @RJResearch on X 2025-07-23 18:31:52 UTC 1615 followers, XX engagements
"Frank Louthan published on Uniti Group $UNIT with his sum-of-the-parts analysis that he believes is "not yet apparent to the Street" based on his belief that the Windstream merger can close in the very near term" @RJResearch on X 2025-07-21 14:31:28 UTC 1614 followers, XXX engagements
"Danny Tamayo published on $MBWM following release of 2Q results where core trends were favorable with much stronger fees & stable credit trends fueling upside to results along with announcement of the acquisition of Eastern Michigan Financial Corp. (EFIN)" @RJResearch on X 2025-07-24 19:32:35 UTC 1615 followers, XX engagements
"Banks analyst Joe Yanchunis initiated coverage of Cass Information Systems $CASS "Fundamental Setup Poised to Drive EPS Growth"" @RJResearch on X 2025-07-15 14:46:34 UTC 1611 followers, XXX engagements
"TMT analyst Brent Penter published on $LION "Legendary LION Apollo-Backed Legendary Studios Reportedly Considering Bid for Lionsgate" after shares were up XX% on the news just before Friday's market close. Brent sees LION as a logical and digestible candidate" @RJResearch on X 2025-07-14 14:16:11 UTC 1613 followers, XXX engagements
"Greg Peters published on $PGR "Updated Scenario Analysis; Raising EPS Estimates." with his analysis of PGR's positioning to issue special dividends in '26 & '27 along with his valuation analysis of the stock" @RJResearch on X 2025-07-23 15:03:54 UTC 1613 followers, XX engagements
"Ric Prentiss published "CarriersTMUS/USM: Deals Appear to Be Almost D(EI)one" on his expectation that recent $TMUS letters to the FCC could mean FCC approval of the $USM and Metronet deals will be coming soon" @RJResearch on X 2025-07-10 13:35:14 UTC 1612 followers, XXX engagements
"Application Software analyst Brian Peterson and Alex Sklar published on $MANH "Mid-Year Update Why We Like the Case for an Acceleration" as they like the tactical setup with shares looking attractive. Partner checks show no deterioration in demand" @RJResearch on X 2025-07-17 11:45:34 UTC 1613 followers, XXX engagements
"Andrew Cooper published "Diagnostic & Clinical LabsPreviewing Exact's Blood Readout: Scenarios Probabilities and Predictions" in an attempt to offer contest and framing for the upcoming blood-based CRC screening readout from $EXAS" @RJResearch on X 2025-07-23 15:03:54 UTC 1615 followers, XXX engagements
"Jayson Bedford published on $MMSI "2Q Upside Plus An Experienced CEO Hire; Outperform" after the appointment of Martha Aronson as president and CEO to succeed Fred Lampropoulos MMSI's founder and only CEO in the company's history" @RJResearch on X 2025-07-08 13:31:17 UTC 1611 followers, XXX engagements
"John Ransom on $EHC after a NYT article cited XX pts w/ adverse outcomes at EHC rehabs & stats about lower than avg. quality while he thinks the article cherry picks some negative outliers for a company w/ track record of quality & outcome data far-exceeding industry" @RJResearch on X 2025-07-16 13:46:04 UTC 1614 followers, XX engagements
"Brian Peterson published on $MANH "Bulls are Running Pamplona in Sight."following 2Q25 results that reflected a much stronger than expected RPO figure with his take that the beat manifested conservatism with his further views of earnings cadence" @RJResearch on X 2025-07-23 18:31:51 UTC 1615 followers, XX engagements
"Justin Jenkins published $DAR "2Q25 Preview: Adjusting Estimates; Brighter 2H25 as Regulatory Backdrop Likely Improves" with commentary on the legacy business lines (Feed/Food) and the advantages the drive for the sustainable fuels business" @RJResearch on X 2025-07-22 19:32:02 UTC 1613 followers, XX engagements
"Tyler Brown published $FDX "Notes from the Road" with focus on FDX's efforts to garner $4B in savings from its DRIVE initiative and another $2B in Network XXX savings along with discussion of its spin of FedEx Freight in mid '26" @RJResearch on X 2025-07-24 19:32:36 UTC 1615 followers, XX engagements
"Olivia Tong published "Beauty Personal Care & Household Products2Q25 Earnings Preview" with expectations for mixed earnings season across her coverage with slowing growth in HPCand weaker demand in Home Goods with improving Beauty momentum" @RJResearch on X 2025-07-21 14:31:28 UTC 1613 followers, XX engagements