Dark | Light
[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 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1055892935038984192.png) @RJResearch Raymond James Equity Research

Raymond James Equity Research posts on X about china, $bhf, momentum, acquisition the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1055892935038984192/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055892935038984192/c:line/m:interactions.svg)

- X Week XXXXX +548%
- X Month XXXXXX -XX%
- X Months XXXXXX +36%
- X Year XXXXXXX +76%

### Mentions: XX [#](/creator/twitter::1055892935038984192/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055892935038984192/c:line/m:posts_active.svg)

- X Week XX +56%
- X Month XX +5.30%
- X Months XXX +12%
- X Year XXX +66%

### Followers: XXXXX [#](/creator/twitter::1055892935038984192/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055892935038984192/c:line/m:followers.svg)

- X Week XXXXX +0.36%
- X Month XXXXX +1.50%
- X Months XXXXX +10%
- X Year XXXXX +23%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1055892935038984192/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1055892935038984192/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1055892935038984192/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXX% [countries](/list/countries)  XXX% [currencies](/list/currencies)  XXX% [social networks](/list/social-networks)  XXX%

**Social topic influence**
[china](/topic/china) 0.6%, [$bhf](/topic/$bhf) #30, [momentum](/topic/momentum) 0.6%, [acquisition](/topic/acquisition) 0.6%, [checks](/topic/checks) #678, [$dy](/topic/$dy) 0.3%, [frank](/topic/frank) 0.3%, [$gds](/topic/$gds) 0.3%, [$dyn](/topic/$dyn) 0.3%, [positions](/topic/positions) XXX%

**Top accounts mentioned or mentioned by**
[@artsstocks](/creator/undefined)

**Top assets mentioned**
[Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Dycom Industries, Inc. (DY)](/topic/$dy) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Cushman & Wakefield plc Ordinary Shares (CWK)](/topic/$cwk) [CBRE Group Inc (CBRE)](/topic/$cbre) [Jones Lang LaSalle, Inc. (JLL)](/topic/$jll) [Newmark Group, Inc. Class A Common Stock (NMRK)](/topic/$nmrk) [Ciena Corporation (CIEN)](/topic/$cien) [Coherent Inc (COHR)](/topic/$cohr) [Cisco Systems Inc (CSCO)](/topic/$csco) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Nokia Corporation (NOK)](/topic/$nok) [HUB Group Inc (HUBG)](/topic/$hubg) [UNIPOLY (UNP)](/topic/$unp) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Ball, Corp. (BALL)](/topic/$ball) [Crown Holdings, Inc. (CCK)](/topic/$cck) [ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Cummins Inc. (CMI)](/topic/$cmi) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [WEX (WEX)](/topic/$wex) [AurusX (AX)](/topic/$ax) [Bridge Mutual (BMI)](/topic/$bmi) [Xylem Inc (XYL)](/topic/$xyl) [Hawkins Inc (HWKN)](/topic/$hwkn) [Veralto Corporation (VLTO)](/topic/$vlto) [Ecolab Inc. (ECL)](/topic/$ecl) [Hartford Financial Services Group Inc (HIG)](/topic/$hig) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Check Point Software Technologies Ltd (CHKP)](/topic/$chkp) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [CDW common stock (CDW)](/topic/$cdw) [Dell Technologies, Inc. (DELL)](/topic/dell) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [NetApp Inc. (NTAP)](/topic/$ntap) [Frodo the virtual samurai (FROG)](/topic/$frog) [Cream (CRM)](/topic/$crm) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Electronic Arts Inc. (EA)](/topic/$ea) [Roblox, Corp. (RBLX)](/topic/$rblx) [Shakita Inu (SHAK)](/topic/$shak) [Forward Air Corp (FWRD)](/topic/$fwrd) [Wing Finance (WING)](/topic/$wing) [HCA Healthcare Inc (HCA)](/topic/$hca) [Tenet Healthcare Corporation New (THC)](/topic/$thc) [Radiant Capital (RDNT)](/topic/$rdnt) [Acadia Healthcare Company, Inc. (ACHC)](/topic/$achc) [Encompass Health Corporation Common Stock (EHC)](/topic/$ehc) [Amentum Holdings, Inc. (AMTM)](/topic/$amtm) [LPL Financial Holdings, Inc. (LPLA)](/topic/$lpla) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Silgan Holdings Inc (SLGN)](/topic/$slgn) [Graphic Packaging Holding Company (GPK)](/topic/$gpk) [Sealed Air Corp (SEE)](/topic/$see) [Souni (SON)](/topic/$son)
### Top Social Posts [#](/creator/twitter::1055892935038984192/posts)
---
Top posts by engagements in the last XX hours

"Frank Louthan published $DY "F2Q26: Guidance Affirmed Raising Price Target" with focus on big telco's catch-up to incumbent cable along with $GDS "2Q25:Growing In and Out of China Raising Estimates" following a strong quarter of results"  
[X Link](https://x.com/RJResearch/status/1958635543190819228) [@RJResearch](/creator/x/RJResearch) 2025-08-21T21:01Z 1694 followers, XXX engagements


"Marty Auster published "BiotechnologyA Real Step Forward in DMD Outlook for Next-Gen Exon Skippers Ahead of 4Q Catalysts" and his analysis that these exon-skippers can drive US market growth with DYNE-251 serving as a re-rating catalyst for $DYN"  
[X Link](https://x.com/RJResearch/status/1959975769901322725) [@RJResearch](/creator/x/RJResearch) 2025-08-25T13:46Z 1693 followers, XXX engagements


"Wilma Burdis published $BHF "New COO and CAO" following BHF's announcement that it had appointed people to those previously open positions with her takes on how the appointments could offer continuity to a potential acquirer"  
[X Link](https://x.com/RJResearch/status/1963248479083319794) [@RJResearch](/creator/x/RJResearch) 2025-09-03T14:31Z 1693 followers, XXX engagements


"Patrick O'Shaughnessy published on $CBRE $CWK $JLL $NMRK "Still Early in a Brokerage Activity Cyclical Rebound" with his work indicating we are early in the rebound of investment sales activity with office leasing recovering but industrial velocity declining"  
[X Link](https://x.com/RJResearch/status/1967672814376226953) [@RJResearch](/creator/x/RJResearch) 2025-09-15T19:32Z 1693 followers, XXX engagements


"Wilma Burdis published on $BHF "Greenlight Capital Opines: Just Say Yes'" after Greenlight Capital (which cites it owns XXX% of BHF) issued a letter recommending BHF's board accept Aquarian's reported takeout offer of "around $70" per share"  
[X Link](https://x.com/RJResearch/status/1970503702155870355) [@RJResearch](/creator/x/RJResearch) 2025-09-23T15:01Z 1693 followers, XXX engagements


"Simon Leopold published "Data InfrastructureAsia Tech Tour Highlights (September 2025)" having met XX supply chain cos and industry contacts in Taiwan/Korea and "Data InfrastructureOptical Smorgasbord ECOC 2025" $AAOI $CIEN $COHR $CSCO $LITE $NOK"  
[X Link](https://x.com/RJResearch/status/1974131474912682183) [@RJResearch](/creator/x/RJResearch) 2025-10-03T15:16Z 1693 followers, XXX engagements


"Transport analysts Tyler Brown and David Hicks published on $HUBG seeing the company as uniquely positioned to benefit from the $UNP $NSC merger and also published their TL LTL Intermodal and Rail 3Q25 Preview"  
[X Link](https://x.com/RJResearch/status/1978136460923461952) [@RJResearch](/creator/x/RJResearch) 2025-10-14T16:30Z 1693 followers, XXX engagements


"Matt Roberts published "PackagingBevCan You Dig It" Initiating Coverage of $AMBP $BALL and $CCK with analysis of the beverage can market and end-markets they serve and effects on respective growth rates tailwinds and capital allocation philosophies"  
[X Link](https://x.com/RJResearch/status/1978831215420420194) [@RJResearch](/creator/x/RJResearch) 2025-10-16T14:31Z 1693 followers, XXX engagements


"Machinery analyst Tim Thein published on $ALSN "Speeding Through Speedway; Takeaways From HQ Visit" and $CMI "Factory (Re) Visit Highlights Power Gen / Industrial Growth Potential" with takeaways after respective company visits"  
[X Link](https://x.com/RJResearch/status/1958175064022462760) [@RJResearch](/creator/x/RJResearch) 2025-08-20T14:31Z 1693 followers, XXX engagements


"Patrick O'Shaughnessy published $TW "Recent Lack of Market Share Momentum: Noise or Cause for Concern" analyzing stalling market share momentum in recent quarters and the relative importance of each market TAMs and other key considerations"  
[X Link](https://x.com/RJResearch/status/1958635538652557784) [@RJResearch](/creator/x/RJResearch) 2025-08-21T21:01Z 1693 followers, XXX engagements


"John Davis published $WEX "Highlights From the Road" having hosted the CFO and Head of IR for investor meetings examining management's '25 outlook and the acceleration in Corporate Payments"  
[X Link](https://x.com/RJResearch/status/1958635540678349043) [@RJResearch](/creator/x/RJResearch) 2025-08-21T21:01Z 1693 followers, XXX engagements


"Banks analyst David Feaster published on $AX "Acquires Verdant Strengthening Equipment Leasing Capabilities" following this morning's announced acquisition of Verdant Commercial Capital (VCC) the 6th largest independent equipment finance company in the U.S"  
[X Link](https://x.com/RJResearch/status/1970503706689892524) [@RJResearch](/creator/x/RJResearch) 2025-09-23T15:01Z 1693 followers, XXX engagements


"Bobby Zolper published "WaterNotes From WEFTEC: $BMI $XYL $HWKN $VLTO $ECL " to highlight discussions with the different managements/teams with commentary on tone of business competitive dynamics etc"  
[X Link](https://x.com/RJResearch/status/1973781546436837861) [@RJResearch](/creator/x/RJResearch) 2025-10-02T16:06Z 1693 followers, XXX engagements


"Tavis McCourt published "Institutional Equity StrategyA Look at the Balance Sheet and Income Statement of the US Consumer: Still a Dinghy of Health in a Rough Sea of Fear Mongering" to understand the income statements/balance sheets of consumers"  
[X Link](https://x.com/RJResearch/status/1976373993738219735) [@RJResearch](/creator/x/RJResearch) 2025-10-09T19:47Z 1693 followers, XX engagements


"Greg Peters published $HIG "Hurricane Season Effectively Over; Raising EPS Estimates" with his outlook for the company to generate mid-high single digit top line growth & elevated ROEs relative to peer averages through '27"  
[X Link](https://x.com/RJResearch/status/1978548189721432129) [@RJResearch](/creator/x/RJResearch) 2025-10-15T19:47Z 1693 followers, XXX engagements


"Simon Leopold & Adam Tindle published "Tech Check3Q Checks: AI Has a Price" highlighting trends following 3Q25 conversations with tech channel partners with focus on $DELL $SMCI $HPE $NTAP $PSTG $CHKP $TEAM $FROG $CFLT $GTLB $S $CDW and others"  
[X Link](https://x.com/RJResearch/status/1978831209632280623) [@RJResearch](/creator/x/RJResearch) 2025-10-16T14:31Z 1693 followers, XXX engagements


"Brian Peterson published $CRM "Bears Sleep With One Eye Open Increased Confidence in Growth Acceleration" along with $MANH "3Q25 Preview Betting on Next Year's Favorite 2026 Acceleration in Focus""  
[X Link](https://x.com/RJResearch/status/1978831211280601490) [@RJResearch](/creator/x/RJResearch) 2025-10-16T14:31Z 1693 followers, XXX engagements


"Andrew Marok published "Digital MediaInteractive Entertainment 3Q25 Quarterly Preview" with checks and set-up calls into the quarter for $EA $RBLX and $TTWO"  
[X Link](https://x.com/RJResearch/status/1978831212765442234) [@RJResearch](/creator/x/RJResearch) 2025-10-16T14:31Z 1693 followers, XXX engagements


"Brian Vaccaro published "Restaurants3Q Preview: Expect Noisy 3Q; Sentiment Overly Negative." with focus on traffic & sales trends for the space and focus on favorable setups for $SHAK $FWRD and $WING"  
[X Link](https://x.com/RJResearch/status/1978831213537214721) [@RJResearch](/creator/x/RJResearch) 2025-10-16T14:31Z 1693 followers, XXX engagements


"John Ransom published "Healthcare3Q25 Provider Preview: Bullish Set Up for Hospitals/Post-Acute" with survey data on volumes and outlooks for $HCA $THC $ACHC $EHC $RDNT $AVAH and $ADUS with HCA kicking off earnings on Friday 10/24"  
[X Link](https://x.com/RJResearch/status/1979280527635997080) [@RJResearch](/creator/x/RJResearch) 2025-10-17T20:17Z 1693 followers, XXX engagements


"Justin Jenkins published "Integrated Oil and Gas3Q25 Earnings Preview: Oil Majors Hold Steady Amid Macro Uncertainty" along with "Independent RefinersOct. 2025 Crack Check: 3Q25 Earnings Preview Will Refining Momentum Hold""  
[X Link](https://x.com/RJResearch/status/1979280528311284185) [@RJResearch](/creator/x/RJResearch) 2025-10-17T20:17Z 1693 followers, XX engagements


"Brian Gesuale published $AMTM "Protest Dropped on $4B IDIQ Adding Visibility to FY26 and Beyond" following AMTM's announcement of its win of the Space Force Range Contract that was previously under protest"  
[X Link](https://x.com/RJResearch/status/1957842704445894685) [@RJResearch](/creator/x/RJResearch) 2025-08-19T16:30Z 1693 followers, XXX engagements


"Wilma Burdis published on $LPLA with the stock trading at 14.1x '26 EPS or roughly in line with its 3-yr average of 14.4x with the Commonwealth acquisition a boost to earnings prospects with more focus on G&A under the new CEO"  
[X Link](https://x.com/RJResearch/status/1976373995395006637) [@RJResearch](/creator/x/RJResearch) 2025-10-09T19:47Z 1693 followers, XXX engagements


"Gary Nachman published $IONS "Innovation Day Highlights Good Progress Commercially and Across Neuro/CV Pipeline; Raising PT" following the Innovation Day that featured an in-depth review of the key value drivers across the portfolio"  
[X Link](https://x.com/RJResearch/status/1976373995982176403) [@RJResearch](/creator/x/RJResearch) 2025-10-09T19:47Z 1693 followers, XXX engagements


"Matt Roberts published on the Packaging space with his 3Q Preview and what he describes as a "tough setup into earnings" with the group largely devoid of volume growth while remaining selective & balanced out his ratings $SLGN $GPK $SEE $SON"  
[X Link](https://x.com/RJResearch/status/1979269257352380889) [@RJResearch](/creator/x/RJResearch) 2025-10-17T19:32Z 1693 followers, XX engagements


"Wilma Burdis published on $RGA and "rising risk factors" for the name with its comparability to companies with combinations of spread-based businesses and mortality exposure with new lower estimates & valuation analysis and estimates of excess capital"  
[X Link](https://x.com/RJResearch/status/1979269258669445319) [@RJResearch](/creator/x/RJResearch) 2025-10-17T19:32Z 1693 followers, XX engagements


"Michael Rose published on Bank $OZK following 3Q25 results and its initial '26 outlook that drove a XX% reduction to next year's forecast with increasing credit fears for the industry leading him to takes his estimates down"  
[X Link](https://x.com/RJResearch/status/1979269260351299931) [@RJResearch](/creator/x/RJResearch) 2025-10-17T19:32Z 1694 followers, XXX engagements


"Marty Auster published $IRON "IRON Horse Keeps Chugging Along; FDA National Priority Voucher Awarded Raising TP" and Sean McCutcheon published $RVMD "Daroxonrasib Gets Nod for Inaugural National Priority Review Voucher PT increased""  
[X Link](https://x.com/RJResearch/status/1979269261781508464) [@RJResearch](/creator/x/RJResearch) 2025-10-17T19:32Z 1694 followers, XXX engagements


"Buck Horne published "Timber REITsRYN/PCH Merger; Investors Totally Underwhelmed But We Thinks It's the Right Move;" following their announcement to combine in an all-stock merger creating the 2nd-largest timber REIT and wood products company in NA. $RYN $PCH"  
[X Link](https://x.com/RJResearch/status/1979280920365387931) [@RJResearch](/creator/x/RJResearch) 2025-10-17T20:18Z 1693 followers, XXX engagements


"Ellen Ehrnrooth published "Washington PolicyCritical Minerals:Unpacking China's Rare Earth Curbs Plus DC Debate" with introduction of new rare earth curbs by China representing a means of obtaining concession from the US on semiconductor restrictions"  
[X Link](https://x.com/RJResearch/status/1980345581428957431) [@RJResearch](/creator/x/RJResearch) 2025-10-20T18:49Z 1694 followers, XX engagements


"Josh Beck published on $RDDT "ARPU Deep Dive Part II Equals $XXX U.S. Bull Case" with his updated analysis of bottoms-up ARPU driven by moderate increases to ad load a step-up in CPMs and a benefit from on-platform AI search lifting query volume"  
[X Link](https://x.com/RJResearch/status/1980345583190655205) [@RJResearch](/creator/x/RJResearch) 2025-10-20T18:49Z 1694 followers, XX engagements

[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 Avatar @RJResearch Raymond James Equity Research

Raymond James Equity Research posts on X about china, $bhf, momentum, acquisition the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +548%
  • X Month XXXXXX -XX%
  • X Months XXXXXX +36%
  • X Year XXXXXXX +76%

Mentions: XX #

Mentions Line Chart

  • X Week XX +56%
  • X Month XX +5.30%
  • X Months XXX +12%
  • X Year XXX +66%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.36%
  • X Month XXXXX +1.50%
  • X Months XXXXX +10%
  • X Year XXXXX +23%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% cryptocurrencies XXXX% finance XXXX% technology brands XXX% countries XXX% currencies XXX% social networks XXX%

Social topic influence china 0.6%, $bhf #30, momentum 0.6%, acquisition 0.6%, checks #678, $dy 0.3%, frank 0.3%, $gds 0.3%, $dyn 0.3%, positions XXX%

Top accounts mentioned or mentioned by @artsstocks

Top assets mentioned Brighthouse Financial, Inc. (BHF) Dycom Industries, Inc. (DY) Dyne Therapeutics, Inc. Common Stock (DYN) Cushman & Wakefield plc Ordinary Shares (CWK) CBRE Group Inc (CBRE) Jones Lang LaSalle, Inc. (JLL) Newmark Group, Inc. Class A Common Stock (NMRK) Ciena Corporation (CIEN) Coherent Inc (COHR) Cisco Systems Inc (CSCO) Lumentum Holdings Inc. Common Stock (LITE) Nokia Corporation (NOK) HUB Group Inc (HUBG) UNIPOLY (UNP) Norfolk Southern Corp. (NSC) Ball, Corp. (BALL) Crown Holdings, Inc. (CCK) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Cummins Inc. (CMI) Tradeweb Markets Inc. Class A Common Stock (TW) WEX (WEX) AurusX (AX) Bridge Mutual (BMI) Xylem Inc (XYL) Hawkins Inc (HWKN) Veralto Corporation (VLTO) Ecolab Inc. (ECL) Hartford Financial Services Group Inc (HIG) Super Micro Computer, Inc. Common Stock (SMCI) Pure Storage, Inc. (PSTG) Check Point Software Technologies Ltd (CHKP) Atlassian Corporation PLC (TEAM) Confluent, Inc. Class A Common Stock (CFLT) GitLab Inc. Class A Common Stock (GTLB) CDW common stock (CDW) Dell Technologies, Inc. (DELL) Hewlett Packard Enterprise Co (HPE) NetApp Inc. (NTAP) Frodo the virtual samurai (FROG) Cream (CRM) Manhattan Associates, Inc. (MANH) Take-Two Interactive Software, Inc. (TTWO) Electronic Arts Inc. (EA) Roblox, Corp. (RBLX) Shakita Inu (SHAK) Forward Air Corp (FWRD) Wing Finance (WING) HCA Healthcare Inc (HCA) Tenet Healthcare Corporation New (THC) Radiant Capital (RDNT) Acadia Healthcare Company, Inc. (ACHC) Encompass Health Corporation Common Stock (EHC) Amentum Holdings, Inc. (AMTM) LPL Financial Holdings, Inc. (LPLA) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Silgan Holdings Inc (SLGN) Graphic Packaging Holding Company (GPK) Sealed Air Corp (SEE) Souni (SON)

Top Social Posts #


Top posts by engagements in the last XX hours

"Frank Louthan published $DY "F2Q26: Guidance Affirmed Raising Price Target" with focus on big telco's catch-up to incumbent cable along with $GDS "2Q25:Growing In and Out of China Raising Estimates" following a strong quarter of results"
X Link @RJResearch 2025-08-21T21:01Z 1694 followers, XXX engagements

"Marty Auster published "BiotechnologyA Real Step Forward in DMD Outlook for Next-Gen Exon Skippers Ahead of 4Q Catalysts" and his analysis that these exon-skippers can drive US market growth with DYNE-251 serving as a re-rating catalyst for $DYN"
X Link @RJResearch 2025-08-25T13:46Z 1693 followers, XXX engagements

"Wilma Burdis published $BHF "New COO and CAO" following BHF's announcement that it had appointed people to those previously open positions with her takes on how the appointments could offer continuity to a potential acquirer"
X Link @RJResearch 2025-09-03T14:31Z 1693 followers, XXX engagements

"Patrick O'Shaughnessy published on $CBRE $CWK $JLL $NMRK "Still Early in a Brokerage Activity Cyclical Rebound" with his work indicating we are early in the rebound of investment sales activity with office leasing recovering but industrial velocity declining"
X Link @RJResearch 2025-09-15T19:32Z 1693 followers, XXX engagements

"Wilma Burdis published on $BHF "Greenlight Capital Opines: Just Say Yes'" after Greenlight Capital (which cites it owns XXX% of BHF) issued a letter recommending BHF's board accept Aquarian's reported takeout offer of "around $70" per share"
X Link @RJResearch 2025-09-23T15:01Z 1693 followers, XXX engagements

"Simon Leopold published "Data InfrastructureAsia Tech Tour Highlights (September 2025)" having met XX supply chain cos and industry contacts in Taiwan/Korea and "Data InfrastructureOptical Smorgasbord ECOC 2025" $AAOI $CIEN $COHR $CSCO $LITE $NOK"
X Link @RJResearch 2025-10-03T15:16Z 1693 followers, XXX engagements

"Transport analysts Tyler Brown and David Hicks published on $HUBG seeing the company as uniquely positioned to benefit from the $UNP $NSC merger and also published their TL LTL Intermodal and Rail 3Q25 Preview"
X Link @RJResearch 2025-10-14T16:30Z 1693 followers, XXX engagements

"Matt Roberts published "PackagingBevCan You Dig It" Initiating Coverage of $AMBP $BALL and $CCK with analysis of the beverage can market and end-markets they serve and effects on respective growth rates tailwinds and capital allocation philosophies"
X Link @RJResearch 2025-10-16T14:31Z 1693 followers, XXX engagements

"Machinery analyst Tim Thein published on $ALSN "Speeding Through Speedway; Takeaways From HQ Visit" and $CMI "Factory (Re) Visit Highlights Power Gen / Industrial Growth Potential" with takeaways after respective company visits"
X Link @RJResearch 2025-08-20T14:31Z 1693 followers, XXX engagements

"Patrick O'Shaughnessy published $TW "Recent Lack of Market Share Momentum: Noise or Cause for Concern" analyzing stalling market share momentum in recent quarters and the relative importance of each market TAMs and other key considerations"
X Link @RJResearch 2025-08-21T21:01Z 1693 followers, XXX engagements

"John Davis published $WEX "Highlights From the Road" having hosted the CFO and Head of IR for investor meetings examining management's '25 outlook and the acceleration in Corporate Payments"
X Link @RJResearch 2025-08-21T21:01Z 1693 followers, XXX engagements

"Banks analyst David Feaster published on $AX "Acquires Verdant Strengthening Equipment Leasing Capabilities" following this morning's announced acquisition of Verdant Commercial Capital (VCC) the 6th largest independent equipment finance company in the U.S"
X Link @RJResearch 2025-09-23T15:01Z 1693 followers, XXX engagements

"Bobby Zolper published "WaterNotes From WEFTEC: $BMI $XYL $HWKN $VLTO $ECL " to highlight discussions with the different managements/teams with commentary on tone of business competitive dynamics etc"
X Link @RJResearch 2025-10-02T16:06Z 1693 followers, XXX engagements

"Tavis McCourt published "Institutional Equity StrategyA Look at the Balance Sheet and Income Statement of the US Consumer: Still a Dinghy of Health in a Rough Sea of Fear Mongering" to understand the income statements/balance sheets of consumers"
X Link @RJResearch 2025-10-09T19:47Z 1693 followers, XX engagements

"Greg Peters published $HIG "Hurricane Season Effectively Over; Raising EPS Estimates" with his outlook for the company to generate mid-high single digit top line growth & elevated ROEs relative to peer averages through '27"
X Link @RJResearch 2025-10-15T19:47Z 1693 followers, XXX engagements

"Simon Leopold & Adam Tindle published "Tech Check3Q Checks: AI Has a Price" highlighting trends following 3Q25 conversations with tech channel partners with focus on $DELL $SMCI $HPE $NTAP $PSTG $CHKP $TEAM $FROG $CFLT $GTLB $S $CDW and others"
X Link @RJResearch 2025-10-16T14:31Z 1693 followers, XXX engagements

"Brian Peterson published $CRM "Bears Sleep With One Eye Open Increased Confidence in Growth Acceleration" along with $MANH "3Q25 Preview Betting on Next Year's Favorite 2026 Acceleration in Focus""
X Link @RJResearch 2025-10-16T14:31Z 1693 followers, XXX engagements

"Andrew Marok published "Digital MediaInteractive Entertainment 3Q25 Quarterly Preview" with checks and set-up calls into the quarter for $EA $RBLX and $TTWO"
X Link @RJResearch 2025-10-16T14:31Z 1693 followers, XXX engagements

"Brian Vaccaro published "Restaurants3Q Preview: Expect Noisy 3Q; Sentiment Overly Negative." with focus on traffic & sales trends for the space and focus on favorable setups for $SHAK $FWRD and $WING"
X Link @RJResearch 2025-10-16T14:31Z 1693 followers, XXX engagements

"John Ransom published "Healthcare3Q25 Provider Preview: Bullish Set Up for Hospitals/Post-Acute" with survey data on volumes and outlooks for $HCA $THC $ACHC $EHC $RDNT $AVAH and $ADUS with HCA kicking off earnings on Friday 10/24"
X Link @RJResearch 2025-10-17T20:17Z 1693 followers, XXX engagements

"Justin Jenkins published "Integrated Oil and Gas3Q25 Earnings Preview: Oil Majors Hold Steady Amid Macro Uncertainty" along with "Independent RefinersOct. 2025 Crack Check: 3Q25 Earnings Preview Will Refining Momentum Hold""
X Link @RJResearch 2025-10-17T20:17Z 1693 followers, XX engagements

"Brian Gesuale published $AMTM "Protest Dropped on $4B IDIQ Adding Visibility to FY26 and Beyond" following AMTM's announcement of its win of the Space Force Range Contract that was previously under protest"
X Link @RJResearch 2025-08-19T16:30Z 1693 followers, XXX engagements

"Wilma Burdis published on $LPLA with the stock trading at 14.1x '26 EPS or roughly in line with its 3-yr average of 14.4x with the Commonwealth acquisition a boost to earnings prospects with more focus on G&A under the new CEO"
X Link @RJResearch 2025-10-09T19:47Z 1693 followers, XXX engagements

"Gary Nachman published $IONS "Innovation Day Highlights Good Progress Commercially and Across Neuro/CV Pipeline; Raising PT" following the Innovation Day that featured an in-depth review of the key value drivers across the portfolio"
X Link @RJResearch 2025-10-09T19:47Z 1693 followers, XXX engagements

"Matt Roberts published on the Packaging space with his 3Q Preview and what he describes as a "tough setup into earnings" with the group largely devoid of volume growth while remaining selective & balanced out his ratings $SLGN $GPK $SEE $SON"
X Link @RJResearch 2025-10-17T19:32Z 1693 followers, XX engagements

"Wilma Burdis published on $RGA and "rising risk factors" for the name with its comparability to companies with combinations of spread-based businesses and mortality exposure with new lower estimates & valuation analysis and estimates of excess capital"
X Link @RJResearch 2025-10-17T19:32Z 1693 followers, XX engagements

"Michael Rose published on Bank $OZK following 3Q25 results and its initial '26 outlook that drove a XX% reduction to next year's forecast with increasing credit fears for the industry leading him to takes his estimates down"
X Link @RJResearch 2025-10-17T19:32Z 1694 followers, XXX engagements

"Marty Auster published $IRON "IRON Horse Keeps Chugging Along; FDA National Priority Voucher Awarded Raising TP" and Sean McCutcheon published $RVMD "Daroxonrasib Gets Nod for Inaugural National Priority Review Voucher PT increased""
X Link @RJResearch 2025-10-17T19:32Z 1694 followers, XXX engagements

"Buck Horne published "Timber REITsRYN/PCH Merger; Investors Totally Underwhelmed But We Thinks It's the Right Move;" following their announcement to combine in an all-stock merger creating the 2nd-largest timber REIT and wood products company in NA. $RYN $PCH"
X Link @RJResearch 2025-10-17T20:18Z 1693 followers, XXX engagements

"Ellen Ehrnrooth published "Washington PolicyCritical Minerals:Unpacking China's Rare Earth Curbs Plus DC Debate" with introduction of new rare earth curbs by China representing a means of obtaining concession from the US on semiconductor restrictions"
X Link @RJResearch 2025-10-20T18:49Z 1694 followers, XX engagements

"Josh Beck published on $RDDT "ARPU Deep Dive Part II Equals $XXX U.S. Bull Case" with his updated analysis of bottoms-up ARPU driven by moderate increases to ad load a step-up in CPMs and a benefit from on-platform AI search lifting query volume"
X Link @RJResearch 2025-10-20T18:49Z 1694 followers, XX engagements

@RJResearch
/creator/twitter::RJResearch