#  @RJResearch Raymond James Equity Research Raymond James Equity Research posts on X about strong, growth, in the, business the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1055892935038984192/interactions)  - [--] Week [-----] +74% - [--] Month [------] +12% - [--] Months [------] +12% - [--] Year [-------] +65% ### Mentions: [--] [#](/creator/twitter::1055892935038984192/posts_active)  - [--] Week [--] +12% - [--] Month [---] -2.30% - [--] Months [---] -8.30% - [--] Year [---] +42% ### Followers: [-----] [#](/creator/twitter::1055892935038984192/followers)  - [--] Week [-----] +0.28% - [--] Month [-----] +1.20% - [--] Months [-----] +7.90% - [--] Year [-----] +20% ### CreatorRank: [---------] [#](/creator/twitter::1055892935038984192/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 64.22% [finance](/list/finance) 28.44% [cryptocurrencies](/list/cryptocurrencies) 12.84% [technology brands](/list/technology-brands) 7.34% [fashion brands](/list/fashion-brands) 1.83% [social networks](/list/social-networks) 1.83% [countries](/list/countries) 0.92% [financial services](/list/financial-services) 0.92% [luxury brands](/list/luxury-brands) 0.92% **Social topic influence** [strong](/topic/strong) 10.09%, [growth](/topic/growth) 8.26%, [in the](/topic/in-the) 7.34%, [business](/topic/business) 6.42%, [tyler](/topic/tyler) 4.59%, [longterm](/topic/longterm) #1360, [joe](/topic/joe) 3.67%, [core](/topic/core) 3.67%, [$tyra](/topic/$tyra) 2.75%, [balance sheet](/topic/balance-sheet) 2.75% **Top accounts mentioned or mentioned by** [@vissie58607393](/creator/undefined) [@grok](/creator/undefined) **Top assets mentioned** [Tyra Biosciences, Inc. (TYRA)](/topic/$tyra) [Shake Shack Inc. (SHAK)](/topic/$shak) [First Watch Restaurant Group, Inc. (FWRG)](/topic/$fwrg) [Patrick Industries Inc (PATK)](/topic/$patk) [Dycom Industries, Inc. (DY)](/topic/$dy) [Thor Industries, Inc. (THO)](/topic/$tho) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Lumexa Imaging Holdings, Inc. (LMRI)](/topic/$lmri) [Bridge Mutual (BMI)](/topic/$bmi) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Dell Technologies, Inc. (DELL)](/topic/dell) [Advanced Micro Devices (AMD)](/topic/$amd) [Arista Networks Inc (ANET)](/topic/$anet) [Cisco Systems Inc (CSCO)](/topic/$csco) [NetApp Inc. (NTAP)](/topic/$ntap) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [WEBTOON Entertainment, Inc. (WBTN)](/topic/$wbtn) [Match Group Inc (MTCH)](/topic/$mtch) [Equinix Inc (EQIX)](/topic/$eqix) [Radiant Capital (RDNT)](/topic/$rdnt) [APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. (ARI)](/topic/$ari) [Doximity, Inc. (DOCS)](/topic/$docs) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Brinker International, Inc. (EAT)](/topic/$eat) [CDW common stock (CDW)](/topic/$cdw) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [AT&T Inc. (T)](/topic/$t) [Reddit, Inc. (RDDT)](/topic/$rddt) [Camping World Holdings, Inc. (CWH)](/topic/$cwh) [LCI Industries (LCII)](/topic/$lcii) [Black Rock Coffee Bar, Inc. (BRCB)](/topic/$brcb) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [ELYSIA (EL)](/topic/$el) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Tapestry, Inc. (TPR)](/topic/$tpr) [Cigna Corp (CI)](/topic/$ci) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Ciena Corporation (CIEN)](/topic/$cien) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Accelerant Holdings (ARX)](/topic/accelerant-holdings) [Xylem Inc (XYL)](/topic/$xyl) [Hawkins Inc (HWKN)](/topic/$hwkn) [Veralto Corporation (VLTO)](/topic/$vlto) [Ecolab Inc. (ECL)](/topic/$ecl) [NCINO, Inc. (NCNO)](/topic/$ncno) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) ### Top Social Posts Top posts by engagements in the last [--] hours "Brian Vaccaro published $BRCB "Very Strong 3Q Comps + QTD (2-Year Accelerated); Tweaking Estimates." with adj'd EBITDA coming in just a bit below his est but ahead of Street with a 10.8% comp in the quarter" [X Link](https://x.com/RJResearch/status/1988706332522824125) 2025-11-12T20:31Z [----] followers, [---] engagements "Olivia Tong published on $EL with focus on its turnaround with improving trends for share in the US & category growth in China along with her report on risk:reward for $CHD following the pullback in the stock & its track record of organic sales & earnings" [X Link](https://x.com/RJResearch/status/2008286412919943253) 2026-01-05T21:16Z [----] followers, [---] engagements "Greg Peters published "RJ Express: $VRSK Ending Efforts to Acquire AccuLynx" analyzing costs associated with return of principal & redemption of notes issued in connection with the planned deal offset by potentially higher repurchase activity in 2026" [X Link](https://x.com/RJResearch/status/2006361205082882361) 2025-12-31T13:46Z [----] followers, [---] engagements "Softlines Retail & Global Brands Digital Commerce analyst Rick Patel published his 4Q preview with holiday/4Q updates from consumer ICR conference largely favorable. $DECK $LEVI $CPRI $TPR" [X Link](https://x.com/RJResearch/status/2014707665390166382) 2026-01-23T14:31Z [----] followers, [---] engagements "Healthcare analysts John Ransom and Parker Snure published on $LMRI following a 3x EBITDA sell-off since IPO and ahead of company's 4Q print and on $CI following 4Q25 earnings where the company reported an adj. EPS beat driven by outperformance at CI healthcare" [X Link](https://x.com/RJResearch/status/2020901991669506468) 2026-02-09T16:45Z [----] followers, [---] engagements "Water analyst Bobby Zolper published on $BMI "4Q25 Review; Cycle Here" where organic municipal sales growth (key focus for market participants) decelerated to +2% y/y moderating vs prior quarters & coming in below external expectations & long-term guidance ranges" [X Link](https://x.com/RJResearch/status/2016976456883064974) 2026-01-29T20:47Z [----] followers, [---] engagements "Tyler Brown published $WCN "4Q25 Ahead; [----] Guide Set Chiquita Lingers" with updates to his ests and his take on the opportunity for WCN to improve margins and FCF in the coming years from internal and external drivers" [X Link](https://x.com/RJResearch/status/2022362886429905006) 2026-02-13T17:31Z [----] followers, [---] engagements "Simon Leopold published "Semiconductors & Data InfrastructureCoffee Talk and Chocolates for Valentine's Day" to review investor sentiment/conversations and takes for $COHR $LITE $CIEN $AAOI $AMD $MRVL $ANET $CSCO $DELL $NTAP $PSTG & $HPE" [X Link](https://x.com/RJResearch/status/2022362887826653440) 2026-02-13T17:31Z [----] followers, [---] engagements "Greg Peters published his initiation of coverage of Accelerant Holdings Inc. $ARX with focus on their unique growth story in specialty P&C with his estimates of revenue & FCF growth at double-digit annual rates with margin expansion through 2027" [X Link](https://x.com/RJResearch/status/1957529386451636354) 2025-08-18T19:45Z [----] followers, [---] 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) 2025-10-02T16:06Z [----] followers, [---] engagements "Alex Sklar published $NCNO "Bookings Inflection Materializing." Following 3Q26 results that featured another across-the-board beat and $GWRE "F1Q26 Quick Take" following their report that presented another top- and bottom-line beat" [X Link](https://x.com/RJResearch/status/1996618157482479942) 2025-12-04T16:30Z [----] followers, [---] engagements "Andrew Marok published "Key Internet Takeaways from Day [--] of the [----] Raymond James TMT and Consumer Conference." $DSP $MGNI $MNTN $NEXN $PUBM $WBTN following takeaways from Day [--] with $DV $GRPN $MTCH $PERI & an AdTech Panel" [X Link](https://x.com/RJResearch/status/1998754939628110073) 2025-12-10T14:01Z [----] followers, [---] engagements "Frank Louthan published "Telecommunications ServicesNAREIT 2025: EQIX and DLR Takeaways" having met with their senior mgmts. with focus on business transition & continued implementation by $EQIX and share-gain strategy of $DLR" [X Link](https://x.com/RJResearch/status/1999125162931679555) 2025-12-11T14:32Z [----] followers, [---] engagements "David Long published on $FCNCA following an intra-quarter call with IR and favorable anecdotes tied to the private capital markets" [X Link](https://x.com/RJResearch/status/2001710467102765299) 2025-12-18T17:45Z [----] followers, [---] engagements "Chris Raymond published $TYRA "Dabogratinib Set for a Crucial 2026; Takeaways from CEO Series" with focus on TYRA's two near-term opportunities for lead asset dabogratinib NMIBC and ACH" [X Link](https://x.com/RJResearch/status/2003538482078081101) 2025-12-23T18:49Z [----] followers, [---] engagements "John Ransom published on $LMRI with focus on their positioning in the fastest-growing segment of diagnostic imaging driven buy demographics site-of-care shifts AI-led improvements in reads and back-office productivity" [X Link](https://x.com/RJResearch/status/2008290162480967701) 2026-01-05T21:31Z [----] followers, [---] engagements "Savi Syth published $ULCC "Here Comes the Sun First Take on Allegiant's Acquisition of Sun Country" with her analysis of the bid low chance for competing offers accretion balance sheet benefits & small network overlap" [X Link](https://x.com/RJResearch/status/2010729760184311919) 2026-01-12T15:05Z [----] followers, [---] engagements "Brian Vaccaro published on his ICR meetings with $SHAK and its ability to sustain solidly positive comps with expanding margins and $FWRG with '26 looking like an above-average EBITDA growth year and another year of high ROI in his view" [X Link](https://x.com/RJResearch/status/2011446429504405580) 2026-01-14T14:32Z [----] followers, [---] engagements "Banks analyst David Feaster follows up on $SFNC "Time to Bet on Management" where he sees significant operational momentum and believe these represent structural improvements in performance" [X Link](https://x.com/RJResearch/status/2014356339569336568) 2026-01-22T15:15Z [----] followers, [--] engagements "Towers analysts Ric Prentiss & Brent Penter published "Dish-continued Ops: Updating Estimates to Remove DISH but We Like Towers in 2026" following disclosure from $CCI on 1/12 that $DISH had officially defaulted on its tower rent payments in January. $AMT $SBAC" [X Link](https://x.com/RJResearch/status/2014707663091700148) 2026-01-23T14:31Z [----] followers, [---] engagements "Healthcare analyst John Ransom published his 4Q25/2026 Preview where outlook appears conservative. Highest probability of 4Q25 upside: $HCA $RDNT $UHS. $ADUS screens least likely" [X Link](https://x.com/RJResearch/status/2015877881641980177) 2026-01-26T20:01Z [----] followers, [---] engagements "Brian Peterson & Alex Sklar published on $MANH "Bear Thesis on Life Support Impressive Bookings and KPI Show 20% Growth Visibility" after 4Q results showed impressive booking momentum" [X Link](https://x.com/RJResearch/status/2016543942586638691) 2026-01-28T16:08Z [----] followers, [---] engagements "Biotech analyst Chris Raymond published on $TYRA "Layering UTUC Into Our Dabogratinib Model" calling out that although this is smaller opportunity TYRA can accelerate development here with the potential for this to be the first approved indication for dabogratinib" [X Link](https://x.com/RJResearch/status/2016979998100324411) 2026-01-29T21:01Z [----] followers, [---] engagements "Mortgage REIT analyst Gabe Poggi published on $ARI "Rings the Bell; Selling $9B CRE Loan Portfolio at Book Value Potential Pivot to New Strategy" Gabe views this as not only significant news for ARI but for the entire mREIT spectrum" [X Link](https://x.com/RJResearch/status/2016979999618720256) 2026-01-29T21:01Z [----] followers, [---] engagements "Tim Thein published $PH "Riding the Positive Revision Momentum" with his FY26 EPS and organic growth estimates are once again raised with back-half revision chances likely raised" [X Link](https://x.com/RJResearch/status/2019117319465718112) 2026-02-04T18:34Z [----] followers, [---] engagements "Buck Horne published on $PHM with a bump up to his price target following PHM's resilient 4Q results during a challenging period for the industry with his continued view that PHM has a best-in-class homebuilding platform" [X Link](https://x.com/RJResearch/status/2019117320874885573) 2026-02-04T18:34Z [----] followers, [--] engagements "Brian Peterson published $DOCS "F3Q Headwinds Less Than Ideal Long-Term Appeal of Moat/Margins Underappreciated" with the quarter causing a reset to his FY27 expectations but his view that durable 2X market growth remains in play" [X Link](https://x.com/RJResearch/status/2019818656180425031) 2026-02-06T17:01Z [----] followers, [--] engagements "Insurance analyst Wilma Burdis published on $ARES "Ares Rising" where she sees ARES's 20% growth outlook intact supported by strong distribution and good investment performance and on $OWL "Superb Owl: Media (Over)reaction on Software Presents Buying Opportunity"" [X Link](https://x.com/RJResearch/status/2020898324748886122) 2026-02-09T16:31Z [----] followers, [---] engagements "Semiconductor analyst Simon Leopold published on $AMD "Needed Warmth from Fireside" where topics included the coming ramp of the new MI450 GPU operating expense trends and supply chain dynamics" [X Link](https://x.com/RJResearch/status/2020902003744850212) 2026-02-09T16:45Z [----] followers, [---] engagements "Ed Mills published "Washington PolicyHouse Clears Housing for the 21st Century Act Spring Housing Deal Incoming " with the bill attempting to streamline and modernize federal housing programs with his analysis of the provisions" [X Link](https://x.com/RJResearch/status/2021325334403068132) 2026-02-10T20:48Z [----] followers, [--] engagements "Olivia Tong published $SBH "F1Q26 Review: Steady Start to More Vivid Year; Maintaining Estimates" following a solid start to FY26 with her view that mgmt. is executing well diversifying the product base driving efficiencies & reinvesting in technology" [X Link](https://x.com/RJResearch/status/2021325341227196625) 2026-02-10T20:48Z [----] followers, [--] engagements "Wilma Burdis published on $AMP following concerns about a competitor's launch of an AI Tax Planning feature with her view of risk:reward and the entry point given her view that most clients prefer to work with an advisor" [X Link](https://x.com/RJResearch/status/2021589259405144367) 2026-02-11T14:16Z [----] followers, [---] engagements "Frank Louthan published $EQIX "4Q25: Solid Results Raising Estimates" along with $FSLY "4Q25: Operational Changes Showing Results; Raising Estimates" following solid-to-strong results for both in front of his upcoming investor meetings with them both" [X Link](https://x.com/RJResearch/status/2022046205941895536) 2026-02-12T20:32Z [----] followers, [---] engagements "John Ransom & Parker Snure published $RDNT "Thoughts on Short Report After Catching Up With Management" to course-correct on assertions made about comps insider sales reimbursement etc. while also publishing $GRDN "Upbeat Note From the Road"" [X Link](https://x.com/RJResearch/status/2001325455496925646) 2025-12-17T16:15Z [----] followers, [---] engagements "Robert Dodd published "Business Development CompaniesQuick Notes From [----] Non-Bank Lender Symposium" with his takeaways from meetings hosted with $ARCC $BBDC $BXSL $CGBD $FSK $MAIN $MSIF $MFIC $NMFC $OBDC $OTF & $TSLX" [X Link](https://x.com/RJResearch/status/2009721132207775755) 2026-01-09T20:17Z [----] followers, [---] engagements "Gabe Poggi published "Real Estate FinanceCovering the Spread Paranoid Android" an inaugural piece to discuss current drivers with this one focused on CRE mREITs & AI/Data Center exposure Bay Area exposure and PE Fund exposure and implications" [X Link](https://x.com/RJResearch/status/2012171009021874250) 2026-01-16T14:32Z [----] followers, [---] engagements "Restaurant analyst Brian Vaccaro published on $EAT after it reported strong F2Q top and bottom line results that exceeded our raised expectations though investors seem overly focused (in our view) on weak Winter Storm Fern impacted comps in recent days" [X Link](https://x.com/RJResearch/status/2016979996116426754) 2026-01-29T21:01Z [----] followers, [--] engagements "Tyler Brown published $ROAD "F1Q26 Ahead; FY26 Guide Raised Starting the (Fiscal) Year off Right" with his belief that organic and external growth opportunities set the stage for upside to numbers in out-years for the company" [X Link](https://x.com/RJResearch/status/2019814804345483723) 2026-02-06T16:45Z [----] followers, [--] engagements "Sam Darkatsh published $GFF "CPP Monetization: A Harbinger of a Larger Deal to Come" with the monetization providing evidence in his view of the true value of the GFF portfolio while eliminating a roadblock towards a potential sale of the company" [X Link](https://x.com/RJResearch/status/2019814806086132117) 2026-02-06T16:45Z [----] followers, [---] engagements "Olivia Tong published "Key Takeaways From Meetings with COTY EPC and SPB" from the annual Raymond James Consumer & TMT Conference with discussion of consumer trends holiday sales execution & other important topics. $COTY $EPC $SPB" [X Link](https://x.com/RJResearch/status/1998754945198153824) 2025-12-10T14:01Z [----] followers, [---] engagements "Jayson Bedford published $CBLL "Delirium Gives Us More Confidence." Following CBLL's announcement that it received 510k clearance for its delirium detection algorithm and prospects for a multi-year growth story unfolding for CBLL" [X Link](https://x.com/RJResearch/status/1998758928117592108) 2025-12-10T14:17Z [----] followers, [---] engagements "Andrew Cooper published "ITGRWe Agree With Activist Premise but Think a Sale Isn't the Only Way to Recognize ITGR Value" in the wake of an activist letter pushing for a board refresh & potential sale with Andrew agreeing that $ITGR is undervalued" [X Link](https://x.com/RJResearch/status/2002024194763112938) 2025-12-19T14:32Z [----] followers, [---] engagements "Wilma Burdis published on $AFL with focus on the company's stable operations protection-oriented business model $40+billion of excess and redundant capital/reserves and limited macro- sensitivity" [X Link](https://x.com/RJResearch/status/2006086922351878598) 2025-12-30T19:36Z [----] followers, [---] engagements "Brian Vaccaro published on both $SHAK and $FWRG trimming estimates for both due to a softer industry backdrop with continued focus on attractive valuation for both and the benefits of some price increases for SHAK and margin expansion for FWRG" [X Link](https://x.com/RJResearch/status/2009309366713778335) 2026-01-08T17:00Z [----] followers, [---] engagements "Joe Altobello published "Leisure ProductsICR Conference Highlights: BRCC PATK PLNT" with $PATK mgmt. remaining confident in its growth algo $BRCC citing several gross margin levers; and $PLNT healthy same-store sales and member growth" [X Link](https://x.com/RJResearch/status/2011446428715893052) 2026-01-14T14:32Z [----] followers, [---] engagements "Chris Raymond published "BiotechnologyIf You're Going to San Francisco You're Gonna Meet Some Gentle People There" with takeaways from meetings or presentations from $AARD $AMGN $ARDX $BHVN $BMRN $COGT $KLRS $NUVL $SION $TYRA & $VRTX" [X Link](https://x.com/RJResearch/status/2012171001916731894) 2026-01-16T14:32Z [----] followers, [---] engagements "Brian Vaccaro published "Restaurants4Q Preview; Shuffling the Deck." with focus on $EAT and belief they will report a strong beat & raise this quarter offset by $CAKE & $DRI both looking "fairly valued" with additional mention of favorites for the year" [X Link](https://x.com/RJResearch/status/2014073561409880198) 2026-01-21T20:32Z [----] followers, [---] engagements "Savi Syth published on $ALK "Management Call Highlights: Cruising Premium Altitudes Eyes on 2026" following conversation with senior mgmt. on satisfying premium experience demand the '27 EPS target of $10+ margin opportunities and other topics" [X Link](https://x.com/RJResearch/status/2018758897779998849) 2026-02-03T18:50Z [----] followers, [---] engagements "Alex Sklar published $QTWO "Tier 1s Targets and Tepid Markets; 4Q25 Preview" where he expects the company to report another strong bookings quarter with continued execution against its multi-year profitability framework" [X Link](https://x.com/RJResearch/status/2019818657786810586) 2026-02-06T17:01Z [----] followers, [--] engagements "Brian Vaccaro published on $WING with a more cautious near-term view of sales trends which he thinks could result in disappointing '26 comp guidance offset by his view that comps can turn positive through the 2H with a bullish view on long-term unit growth" [X Link](https://x.com/RJResearch/status/2021325341231382591) 2026-02-10T20:48Z [----] followers, [--] engagements "Alex Sklar published $AIOT "F3Q26 Momentum Supports Accelerating Growth Outlook" following results that came in above consensus with a growth outlook that is moving higher on enterprise traction and its notable South African win" [X Link](https://x.com/anyuser/status/2021325346654536092) 2026-02-10T20:48Z [----] followers, [---] engagements "Tyler Brown published $HUBG "Preliminary 4Q25; Restatement and Overhang But FCF Story Intact" with the setup favoring intermodal growth and pre-funded growth supporting FCF conversion into the upcycle in his view" [X Link](https://x.com/RJResearch/status/2021325346738450555) 2026-02-10T20:48Z [----] followers, [--] engagements "Danny Tamayo published on $WBS following its announcement to be acquired by Banco Santander at what he describes as a "reasonable premiumand a premium to current peer valuation multiples"" [X Link](https://x.com/RJResearch/status/2021589257568006508) 2026-02-11T14:16Z [----] followers, [---] engagements "Sam Darkatsh published $WCC "2026 Guide Established Conservative Baseline" with a favorable view of WCC's setup with strong but moderating growth in datacenter couple with improving growth in its non-datacenter business" [X Link](https://x.com/anyuser/status/2021589258310393894) 2026-02-11T14:16Z [----] followers, [--] engagements "John Ransom published on $OSCR with focus on its relative valuation with ACA subsidy noise behind us in his view leaving the ACA environment looking far more stable and setting them up for margin expansion in '27" [X Link](https://x.com/anyuser/status/2022042433861677209) 2026-02-12T20:17Z [----] followers, [---] engagements "Chris Raymond and Ryan Deschner published "BiotechnologySorting Through an Evolving IgAN Landscap: Survey Provides Baselines Before Wave of New Approvals" with focus on BHVN VERA and VRTX" [X Link](https://x.com/RJResearch/status/2022042434524283355) 2026-02-12T20:17Z [----] followers, [--] engagements "Robert Dodd published "Business Development CompaniesSoftware Apocalypse Our Magic 8-Ball Says: This Time Is No Different" with his conclusion that fears of AI-driven disruption in BDC software asset are currently overblown" [X Link](https://x.com/anyuser/status/2022042435618996724) 2026-02-12T20:17Z [----] followers, [---] engagements "Greg Peters published $WTW "At the Center of the Broker Sell-Off Outlook Remains Intact" with the entire insurance brokerage & technology space having rerated lower but with no change to his revenue organic revenue margins adj'd eps & FCF Conversion" [X Link](https://x.com/anyuser/status/2022042437061918968) 2026-02-12T20:17Z [----] followers, [--] engagements "John Freeman published $AR "4Q25 Quick Take: [----] Budget Provides Growth Optionality in 2027" with metrics coming in line with the Street for the Q with focus on the production forecast in light of the maintenance budget and discretionary growth capital" [X Link](https://x.com/anyuser/status/2022042479076254146) 2026-02-12T20:17Z [----] followers, [---] engagements "Brian Gesuale published on $IPGP with his assessment of risk:reward following the sharp re-rate higher of the stock with 100% appreciation YTD with his view on fewer near-term catalysts while re-emphasizing the long-term demand vectors" [X Link](https://x.com/RJResearch/status/2022362876183187642) 2026-02-13T17:30Z [----] followers, [--] engagements "Buck Horne published on $RYN following the close of the merger with Potlatch-Deltic with emphasis on strong demand and pricing for RYN's acreage along with Potlatch's top-10 US based lumber manufacturing program with a compelling risk:reward setup" [X Link](https://x.com/RJResearch/status/2022362883619684723) 2026-02-13T17:30Z [----] followers, [--] engagements "Patrick O'Shaughnessy published $CBRE "4Q25 Insights: Solid Print and Guide; AI Fears Misplaced" with his assessment of the entry point here given AI related fears and his view that the business is highly unlikely to be disrupted by AI" [X Link](https://x.com/anyuser/status/2022362885368725603) 2026-02-13T17:31Z [----] followers, [---] engagements "David Hicks & Tyler Brown published "TransportationFMCSA Issues Final Ruling on Non-Domiciled CDLs" with their take that the change in capacity coming out potentially pushes structural tightness further to the right" [X Link](https://x.com/RJResearch/status/2022362887088447856) 2026-02-13T17:31Z [----] followers, [--] engagements "David Long published on $HBAN following investor meetings with his slightly higher EPS estimates following the team's convincing optimism on the bank's organic growth prospects following completion of two Texas-based bank acquisitions" [X Link](https://x.com/anyuser/status/2022362888464142421) 2026-02-13T17:31Z [----] followers, [--] engagements "Adam Tindle published on $CDW Corporation in view of potential growth acceleration cost headwinds abating and valuation that has contracted significantly into this period" [X Link](https://x.com/RJResearch/status/1993404684879503453) 2025-11-25T19:41Z [----] followers, [---] engagements "Andrew Cooper published "AZTAOur Comfort is Building Ahead of Long-Term Views at Investor Day" following an in-line-to-above expectations F4Q with the upcoming investor day an opportunity for the $AZTA team to shed light on the longer-term view" [X Link](https://x.com/RJResearch/status/1994432541357441145) 2025-11-28T15:45Z [----] followers, [---] engagements "Michael Rose published $RNST "Investor Meeting Highlights; Bumping EPS Higher" with systems conversion in the rear-view mirror & mgmt. guiding to a drop in core noninterest expenses over the next two quarters but with commentary on '26 estimates" [X Link](https://x.com/RJResearch/status/1996618153552416848) 2025-12-04T16:30Z [----] followers, [---] engagements "Tim Thein published on $ALSN with the closing of the Dana Off-highway deal nearing and his catch-up with customers & competitors to assess competitive positioning with feedback supportive and adding confidence in his view of upside in synergy potential" [X Link](https://x.com/RJResearch/status/1998102231116038528) 2025-12-08T18:47Z [----] followers, [---] engagements "David Feaster published $SBCF "Highlights From Investor Meetings: Organic Outlook Remains Bright" focusing on Florida organic growth & M&A along with $GBCI "Highlights From Investor Meetings: NIM Expansion Outlook Intact" on NIM trajectory Texas & M&A" [X Link](https://x.com/RJResearch/status/1998102239609508139) 2025-12-08T18:47Z [----] followers, [---] engagements "Michael Glen (RJL-Canada) published $GRGD "F3Q Continues Sequence of Very Impressive Results" on F3Q results that were ahead of expectations with his analysis of drivers in traffic & pricing discussion of the special dividend & his higher target price" [X Link](https://x.com/RJResearch/status/1998758930080481329) 2025-12-10T14:17Z [----] followers, [---] engagements "Brian Vaccaro published "RestaurantsRaymond James TMT/Consumer Conference Highlights" on $CMG $CAVA $DIN $FWRG & $SHAK following investor meetings/presentations this week" [X Link](https://x.com/RJResearch/status/1999125154476015653) 2025-12-11T14:32Z [----] followers, [---] engagements "Sean McCutcheon published $CMPX "Navigating Together Through a Statistical Preview of COMPANION-002 Survival Outcomes" with results likely in 1Q26 for tovecimig being tested for 2L biliary tract cancer with his estimates of improved probability of success" [X Link](https://x.com/RJResearch/status/2000951916310729045) 2025-12-16T15:31Z [----] followers, [---] engagements "Jayson Bedford published $EW "TAVR NCD Reopened Increased Confidence in '27 Revenue Acceleration" with the not-unexpected NCA announcement giving Jayson more confidence in revenue growth exiting '26" [X Link](https://x.com/RJResearch/status/2000951919636852882) 2025-12-16T15:31Z [----] followers, [---] engagements "Gabe Poggi published "Real Estate FinanceNew Speedway Boogie: Resuming Coverage of CRE Mortgage REITs" with focus on the cleanest credit portfolios as favorites with coverage including $ARI $LADR $TRTX $BRSP $BXMT $STWD $ABR $ACRE $KREF and $FBRT" [X Link](https://x.com/RJResearch/status/2001363925602799743) 2025-12-17T18:48Z [----] followers, [---] engagements "Rick Patel published on $LEVI "Fashioning a Bullish View on Attractive Drivers" with his view of DTC levers international runway momentum in the Women's segment gross margin expansion positive channel checks and the strong balance sheet" [X Link](https://x.com/RJResearch/status/2003828529943744587) 2025-12-24T14:02Z [----] followers, [---] engagements "Tyler Brown published $UNP "Merger Documents Filed the STB Some Takeaways" with his analysis of the case for the merger from all stakeholders' perspective with focus on lack of overlap reduced car handles & route efficiency & NET EBITDA benefits" [X Link](https://x.com/RJResearch/status/2005647918980640803) 2025-12-29T14:31Z [----] followers, [---] engagements "Brian Peterson published $DOCS "Detailing the "3 Ms" of a Core LT Holding Takeaways From Sit Down With CEO Jeff Tangney" with engagement ramping for the foreseeable future in his view with strong management & high physician reach driving high margins " [X Link](https://x.com/RJResearch/status/2005647925234270558) 2025-12-29T14:31Z [----] followers, [---] engagements "David Long published $ALRS "Alearus Announces Partial AFS Portfolio Restructuring" with his take that the move improves the bank's earnings power while reducing interest rate risk" [X Link](https://x.com/RJResearch/status/2006090186950623380) 2025-12-30T19:49Z [----] followers, [---] engagements "Daniel Tamayo published on $OCFC on its announcement to acquire $FFIC which he thinks slows the benefit of its shift to a stronger core deposit franchise/C&I lender with Steve Moss publishing on FFIC & the fair price paid in light of earnings challenges" [X Link](https://x.com/RJResearch/status/2006361190767731181) 2025-12-31T13:45Z [----] followers, [---] engagements "Frank Louthan published "DYDecember [----] Snowfall Greater Y/Y and Ahead of Historical Averages" with his analysis of snowfall impacting $DY during December [----] with implications for DY's construction activities compared to recent periods" [X Link](https://x.com/RJResearch/status/2007100962163347760) 2026-01-02T14:45Z [----] followers, [--] engagements "David Long published on $ALRS following their securities portfolio restructuring in late-December that led to his raising estimates for '26-'27 while allowing the team to re-focus on organic growth opportunities" [X Link](https://x.com/RJResearch/status/2008290161302388926) 2026-01-05T21:31Z [----] followers, [---] engagements "Andrew Marok published "Digital Media4Q25 Digital Media Quarterly Preview" with $NFLX kicking off the Digital Media earnings cycle on Jan 20th with checks and setups for NFLX $SPOT $MTCH $BMBL $GRND $WBTN & $SEAT" [X Link](https://x.com/RJResearch/status/2010729758082884061) 2026-01-12T15:05Z [----] followers, [---] engagements "Rick Patel published his ICR meeting takeaways with $ONON and levers across product innovation & its leading growth $ANF and opportunities to scale its brands/expand margins and $LULU and innovation that could help domestic growth" [X Link](https://x.com/RJResearch/status/2011446427767984293) 2026-01-14T14:32Z [----] followers, [---] engagements "Melissa Fairbanks published on $FLEX citing the recent pullback in the stock with assessment of the entry point given its Cloud/AI datacenter opportunities that could drive upside and multiple expansion" [X Link](https://x.com/RJResearch/status/2011446430141997440) 2026-01-14T14:32Z [----] followers, [---] engagements "Wilma Burdis published "APODOL Regulatory Clarity Could Reaccelerate Jumbo PRT Market" which she thinks could happen by late '26 or early '27 and offer a catalyst for $APO and its retirement solutions subsidiary Athene" [X Link](https://x.com/RJResearch/status/2011819668021879195) 2026-01-15T15:16Z [----] followers, [---] engagements "Michael Rose initiated coverage of $BKU a Florida-based commercial bank with an attractive low-cost core deposit base with demographically attractive markets that should support a new era of asset growth and further NIM expansion in his view" [X Link](https://x.com/RJResearch/status/2011819668768436621) 2026-01-15T15:16Z [----] followers, [---] engagements "Rick Patel published "Promotional Pulse 4Q25: Lower Discounting Y/Y at Coach Michael Kors; Higher for DECK UAA AEO" having tracked 4Q25 online promotions and discounted SKUs from websites across Softline & Retail brands and Digital Commerce. $DECK $UAA $AEO" [X Link](https://x.com/RJResearch/status/2012171002545832037) 2026-01-16T14:32Z [----] followers, [---] engagements "Greg Peters initiated coverage of $SPNT following its multi-year restructuring that reduced earnings volatility improved underwriting profitability and simplified its capital structure with current valuation reflecting much of that progress in his view" [X Link](https://x.com/RJResearch/status/2012171010464788774) 2026-01-16T14:32Z [----] followers, [---] engagements "Brian Gesuale published "Government ServicesArsenal of Freedom Accelerated: The 5th Defense Revolution Takes the Wheel" with SMID-cap defense stocks having soared to start the new year catching up on $KTOS $LHX $AMTM $CACI $PSN and others" [X Link](https://x.com/RJResearch/status/2012171013232939205) 2026-01-16T14:32Z [----] followers, [---] engagements "Adam Tindle & Simon Leopold published "Tech Check4Q Tech Checks: Pump It Up Inflation an Uncertain Variable" following tech channel partner checks with focus on $ANET $CSCO $DELL $HPE $SMCI $NTAP $PSTG $FFIV & $NTNX as well as $CRWD $CHKP $CDW & $DDOG" [X Link](https://x.com/RJResearch/status/2013629069271642542) 2026-01-20T15:05Z [----] followers, [---] engagements "Olivia Tong published "Beauty & HPC2026 Year Ahead and EPS Preview" with focus on $ULTA and expectations of "outsized growth" in FY26 after a period of heavy investment along with $SBH with store improvements driving faster growth in her view" [X Link](https://x.com/RJResearch/status/2014077283141640405) 2026-01-21T20:46Z [----] followers, [---] engagements "Internet analyst Josh Beck published on $META "AI Ad Stack ROIC Creates Room for MSL/Manus Team to Close Frontier Model/Agentic Gap" Biggest + surprise in the quarter: the 1Q26 outlook of 26% FXN growth well above our 23% bogey driven by broad-based vertical strength" [X Link](https://x.com/RJResearch/status/2016958363104432546) 2026-01-29T19:35Z [----] followers, [---] engagements "Semiconductors analyst Melissa Fairbanks published on $SNDK seeing opportunities for further upside not surprisingly driven by the demand and pricing implications of an unprecedented datacenter/AI cycle" [X Link](https://x.com/RJResearch/status/2017335218386993234) 2026-01-30T20:32Z [----] followers, [---] engagements "Telecoms analyst Frank Louthan published his annual outlook seeing tailwinds for $UNIT $DY benefitting from a multi-year bull in fiber & telecom network construction and $T as the best positioned of the large carriers" [X Link](https://x.com/RJResearch/status/2017335226314248625) 2026-01-30T20:32Z [----] followers, [---] engagements "Josh Beck published $RDDT "Earnings Preview: Underappreciated Ad Momentum + Developing Product Cycle Tailwinds" going into the RDDT quarter with sentiment having "drifted" in Josh's estimation on what he sees as "inconclusive data points"" [X Link](https://x.com/RJResearch/status/2018361505507336536) 2026-02-02T16:30Z [----] followers, [---] engagements "Andrew Marok published "Digital MediaPutting the Genie Back in the Bottle For Now; Video Gaming Worries Overdone" following the Project Genie announcement from GOOG's DeepMind with his take on why he thinks the gaming stock reactions were overblown. $GOOG" [X Link](https://x.com/RJResearch/status/2018361513409405177) 2026-02-02T16:30Z [----] followers, [---] engagements "The Bank Research Team published "Banking4Q25 Progress Report: NIM Expansion Stable Credit Drive Results Above Forecasts; Estimates Trending Higher" along with "BankingJanuary Senior Loan Officer Opinion Survey" suggesting higher demand in '26" [X Link](https://x.com/RJResearch/status/2018758901949157749) 2026-02-03T18:50Z [----] followers, [---] engagements "Frank Louthan published on $LUMN today following the close of the $T acquisition of their fiber assets and the subsequent the re-shaping of the balance sheet with his take that the return to top-line growth is likely 2+ years away" [X Link](https://x.com/RJResearch/status/2019117317746016648) 2026-02-04T18:34Z [----] followers, [---] engagements "Brian Vaccaro published $CMG "In-Line 4Q; [----] Guide Seems Conservative; Lowering EPS and PT" following their lower-than-expected comp guide which seems conservative in his view" [X Link](https://x.com/RJResearch/status/2019117322598777144) 2026-02-04T18:34Z [----] followers, [--] engagements "Josh Beck published "RDDTHypergrowth Ripe With Product and Ad Stack Opportunities" with $RDDT having topped expectations with the 1Q guide matching his positive preview" [X Link](https://x.com/RJResearch/status/2019818654372712649) 2026-02-06T17:01Z [----] followers, [---] engagements "Wilma Burdis published $OWL "4Q25 Earnings Beat and Strong Fundraise" with distributable earnings matching her estimate and beating the Street with a strong fundraise coming from both institutional equity and private wealth" [X Link](https://x.com/RJResearch/status/2019818659900805424) 2026-02-06T17:01Z [----] followers, [---] engagements "Ryan Deschner initiated coverage of Omega Therapeutics $OMGA with his analysis of lead therapeutic OTX-2002 the first programmable epigenomic controller to reach the clinic which is being evaluated in a Phase study in patients with hepatocellular carcinoma (HCC)" [X Link](https://x.com/RJResearch/status/1803095704157532305) 2024-06-18T16:01Z [----] followers, [---] engagements "Pavel Molchanov published on Clean Tech names following their recent strong performance "Best Quarter for Stocks Since 2020" with focus on the recent outperformance of $GEV and $PRMW" [X Link](https://x.com/RJResearch/status/1841483394821067135) 2024-10-02T14:20Z [----] followers, [--] engagements "Leisure analyst Joe Altobello published "Elkhart Open House: RV Industry Likely in a Holding Pattern Awaiting Signs of a Sustained Inflection" with sentiment among RV dealers OEMs & suppliers certainly better than it has been in some time. $CWH $THO $WGO $PATK $LCII" [X Link](https://x.com/RJResearch/status/1971564502291304879) 2025-09-26T13:16Z [----] followers, [---] engagements "Leisure analyst Joe Altobello published "Elkhart Open House: RV Industry Likely in Holding Pattern Awaiting Signs of a Sustained Inflection" with sentiment among RV dealers OEMs and suppliers certainly better than it has been in some time. $CWH $THO $WGO $PATK $LCII" [X Link](https://x.com/RJResearch/status/1971568398732505155) 2025-09-26T13:31Z [----] followers, [---] 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) 2025-10-16T14:31Z [----] followers, [---] engagements "Joe Altobello published on $THO following a recent meeting with the Head Of Corporate Development affirming Joe's belief that the outlook is adequately conservative offset by the rally in the stock leaving valuation not "overly compelling"" [X Link](https://x.com/RJResearch/status/1982911760282624022) 2025-10-27T20:46Z [----] followers, [---] engagements "Buck Horne published on $KBH following their disappointing 4Q25 results to discuss broader concerns over potential near-term risks while KBH pivots back to a build-to-order operating strategy while competitors are clearing inventory" [X Link](https://x.com/RJResearch/status/2003854675682971809) 2025-12-24T15:45Z [----] followers, [---] engagements "Frank Louthan published on $DY "January [----] and F4Q26 Snowfall In-line with Y/Y and Historical Averages" with conclusions about cumulative snowfall in the quarter and estimates of impact on F4Q results" [X Link](https://x.com/RJResearch/status/2018758904381850079) 2026-02-03T18:50Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@RJResearch Raymond James Equity Research
Raymond James Equity Research posts on X about strong, growth, in the, business the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [-----] +74%
- [--] Month [------] +12%
- [--] Months [------] +12%
- [--] Year [-------] +65%
Mentions: [--] #
- [--] Week [--] +12%
- [--] Month [---] -2.30%
- [--] Months [---] -8.30%
- [--] Year [---] +42%
Followers: [-----] #
- [--] Week [-----] +0.28%
- [--] Month [-----] +1.20%
- [--] Months [-----] +7.90%
- [--] Year [-----] +20%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 64.22% finance 28.44% cryptocurrencies 12.84% technology brands 7.34% fashion brands 1.83% social networks 1.83% countries 0.92% financial services 0.92% luxury brands 0.92%
Social topic influence strong 10.09%, growth 8.26%, in the 7.34%, business 6.42%, tyler 4.59%, longterm #1360, joe 3.67%, core 3.67%, $tyra 2.75%, balance sheet 2.75%
Top accounts mentioned or mentioned by @vissie58607393 @grok
Top assets mentioned Tyra Biosciences, Inc. (TYRA) Shake Shack Inc. (SHAK) First Watch Restaurant Group, Inc. (FWRG) Patrick Industries Inc (PATK) Dycom Industries, Inc. (DY) Thor Industries, Inc. (THO) Levi Strauss & Co. Class A Common Stock (LEVI) Deckers Outdoor, Corp. (DECK) Lumexa Imaging Holdings, Inc. (LMRI) Bridge Mutual (BMI) Pure Storage, Inc. (PSTG) Dell Technologies, Inc. (DELL) Advanced Micro Devices (AMD) Arista Networks Inc (ANET) Cisco Systems Inc (CSCO) NetApp Inc. (NTAP) Hewlett Packard Enterprise Co (HPE) WEBTOON Entertainment, Inc. (WBTN) Match Group Inc (MTCH) Equinix Inc (EQIX) Radiant Capital (RDNT) APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. (ARI) Doximity, Inc. (DOCS) Blue Owl Capital, Inc. (OWL) Brinker International, Inc. (EAT) CDW common stock (CDW) Chipotle Mexican Grill, Inc. (CMG) AT&T Inc. (T) Reddit, Inc. (RDDT) Camping World Holdings, Inc. (CWH) LCI Industries (LCII) Black Rock Coffee Bar, Inc. (BRCB) Church & Dwight Co., Inc. (CHD) ELYSIA (EL) Verisk Analytics, Inc. (VRSK) Capri Holdings Limited (CPRI) Tapestry, Inc. (TPR) Cigna Corp (CI) Waste Connections, Inc. (WCN) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Ciena Corporation (CIEN) Applied Optoelectronics, Inc. (AAOI) Marvell Technology Inc (MRVL) Accelerant Holdings (ARX) Xylem Inc (XYL) Hawkins Inc (HWKN) Veralto Corporation (VLTO) Ecolab Inc. (ECL) NCINO, Inc. (NCNO) GUIDEWIRE SOFTWARE, INC. (GWRE)
Top Social Posts
Top posts by engagements in the last [--] hours
"Brian Vaccaro published $BRCB "Very Strong 3Q Comps + QTD (2-Year Accelerated); Tweaking Estimates." with adj'd EBITDA coming in just a bit below his est but ahead of Street with a 10.8% comp in the quarter"
X Link 2025-11-12T20:31Z [----] followers, [---] engagements
"Olivia Tong published on $EL with focus on its turnaround with improving trends for share in the US & category growth in China along with her report on risk:reward for $CHD following the pullback in the stock & its track record of organic sales & earnings"
X Link 2026-01-05T21:16Z [----] followers, [---] engagements
"Greg Peters published "RJ Express: $VRSK Ending Efforts to Acquire AccuLynx" analyzing costs associated with return of principal & redemption of notes issued in connection with the planned deal offset by potentially higher repurchase activity in 2026"
X Link 2025-12-31T13:46Z [----] followers, [---] engagements
"Softlines Retail & Global Brands Digital Commerce analyst Rick Patel published his 4Q preview with holiday/4Q updates from consumer ICR conference largely favorable. $DECK $LEVI $CPRI $TPR"
X Link 2026-01-23T14:31Z [----] followers, [---] engagements
"Healthcare analysts John Ransom and Parker Snure published on $LMRI following a 3x EBITDA sell-off since IPO and ahead of company's 4Q print and on $CI following 4Q25 earnings where the company reported an adj. EPS beat driven by outperformance at CI healthcare"
X Link 2026-02-09T16:45Z [----] followers, [---] engagements
"Water analyst Bobby Zolper published on $BMI "4Q25 Review; Cycle Here" where organic municipal sales growth (key focus for market participants) decelerated to +2% y/y moderating vs prior quarters & coming in below external expectations & long-term guidance ranges"
X Link 2026-01-29T20:47Z [----] followers, [---] engagements
"Tyler Brown published $WCN "4Q25 Ahead; [----] Guide Set Chiquita Lingers" with updates to his ests and his take on the opportunity for WCN to improve margins and FCF in the coming years from internal and external drivers"
X Link 2026-02-13T17:31Z [----] followers, [---] engagements
"Simon Leopold published "Semiconductors & Data InfrastructureCoffee Talk and Chocolates for Valentine's Day" to review investor sentiment/conversations and takes for $COHR $LITE $CIEN $AAOI $AMD $MRVL $ANET $CSCO $DELL $NTAP $PSTG & $HPE"
X Link 2026-02-13T17:31Z [----] followers, [---] engagements
"Greg Peters published his initiation of coverage of Accelerant Holdings Inc. $ARX with focus on their unique growth story in specialty P&C with his estimates of revenue & FCF growth at double-digit annual rates with margin expansion through 2027"
X Link 2025-08-18T19:45Z [----] followers, [---] 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 2025-10-02T16:06Z [----] followers, [---] engagements
"Alex Sklar published $NCNO "Bookings Inflection Materializing." Following 3Q26 results that featured another across-the-board beat and $GWRE "F1Q26 Quick Take" following their report that presented another top- and bottom-line beat"
X Link 2025-12-04T16:30Z [----] followers, [---] engagements
"Andrew Marok published "Key Internet Takeaways from Day [--] of the [----] Raymond James TMT and Consumer Conference." $DSP $MGNI $MNTN $NEXN $PUBM $WBTN following takeaways from Day [--] with $DV $GRPN $MTCH $PERI & an AdTech Panel"
X Link 2025-12-10T14:01Z [----] followers, [---] engagements
"Frank Louthan published "Telecommunications ServicesNAREIT 2025: EQIX and DLR Takeaways" having met with their senior mgmts. with focus on business transition & continued implementation by $EQIX and share-gain strategy of $DLR"
X Link 2025-12-11T14:32Z [----] followers, [---] engagements
"David Long published on $FCNCA following an intra-quarter call with IR and favorable anecdotes tied to the private capital markets"
X Link 2025-12-18T17:45Z [----] followers, [---] engagements
"Chris Raymond published $TYRA "Dabogratinib Set for a Crucial 2026; Takeaways from CEO Series" with focus on TYRA's two near-term opportunities for lead asset dabogratinib NMIBC and ACH"
X Link 2025-12-23T18:49Z [----] followers, [---] engagements
"John Ransom published on $LMRI with focus on their positioning in the fastest-growing segment of diagnostic imaging driven buy demographics site-of-care shifts AI-led improvements in reads and back-office productivity"
X Link 2026-01-05T21:31Z [----] followers, [---] engagements
"Savi Syth published $ULCC "Here Comes the Sun First Take on Allegiant's Acquisition of Sun Country" with her analysis of the bid low chance for competing offers accretion balance sheet benefits & small network overlap"
X Link 2026-01-12T15:05Z [----] followers, [---] engagements
"Brian Vaccaro published on his ICR meetings with $SHAK and its ability to sustain solidly positive comps with expanding margins and $FWRG with '26 looking like an above-average EBITDA growth year and another year of high ROI in his view"
X Link 2026-01-14T14:32Z [----] followers, [---] engagements
"Banks analyst David Feaster follows up on $SFNC "Time to Bet on Management" where he sees significant operational momentum and believe these represent structural improvements in performance"
X Link 2026-01-22T15:15Z [----] followers, [--] engagements
"Towers analysts Ric Prentiss & Brent Penter published "Dish-continued Ops: Updating Estimates to Remove DISH but We Like Towers in 2026" following disclosure from $CCI on 1/12 that $DISH had officially defaulted on its tower rent payments in January. $AMT $SBAC"
X Link 2026-01-23T14:31Z [----] followers, [---] engagements
"Healthcare analyst John Ransom published his 4Q25/2026 Preview where outlook appears conservative. Highest probability of 4Q25 upside: $HCA $RDNT $UHS. $ADUS screens least likely"
X Link 2026-01-26T20:01Z [----] followers, [---] engagements
"Brian Peterson & Alex Sklar published on $MANH "Bear Thesis on Life Support Impressive Bookings and KPI Show 20% Growth Visibility" after 4Q results showed impressive booking momentum"
X Link 2026-01-28T16:08Z [----] followers, [---] engagements
"Biotech analyst Chris Raymond published on $TYRA "Layering UTUC Into Our Dabogratinib Model" calling out that although this is smaller opportunity TYRA can accelerate development here with the potential for this to be the first approved indication for dabogratinib"
X Link 2026-01-29T21:01Z [----] followers, [---] engagements
"Mortgage REIT analyst Gabe Poggi published on $ARI "Rings the Bell; Selling $9B CRE Loan Portfolio at Book Value Potential Pivot to New Strategy" Gabe views this as not only significant news for ARI but for the entire mREIT spectrum"
X Link 2026-01-29T21:01Z [----] followers, [---] engagements
"Tim Thein published $PH "Riding the Positive Revision Momentum" with his FY26 EPS and organic growth estimates are once again raised with back-half revision chances likely raised"
X Link 2026-02-04T18:34Z [----] followers, [---] engagements
"Buck Horne published on $PHM with a bump up to his price target following PHM's resilient 4Q results during a challenging period for the industry with his continued view that PHM has a best-in-class homebuilding platform"
X Link 2026-02-04T18:34Z [----] followers, [--] engagements
"Brian Peterson published $DOCS "F3Q Headwinds Less Than Ideal Long-Term Appeal of Moat/Margins Underappreciated" with the quarter causing a reset to his FY27 expectations but his view that durable 2X market growth remains in play"
X Link 2026-02-06T17:01Z [----] followers, [--] engagements
"Insurance analyst Wilma Burdis published on $ARES "Ares Rising" where she sees ARES's 20% growth outlook intact supported by strong distribution and good investment performance and on $OWL "Superb Owl: Media (Over)reaction on Software Presents Buying Opportunity""
X Link 2026-02-09T16:31Z [----] followers, [---] engagements
"Semiconductor analyst Simon Leopold published on $AMD "Needed Warmth from Fireside" where topics included the coming ramp of the new MI450 GPU operating expense trends and supply chain dynamics"
X Link 2026-02-09T16:45Z [----] followers, [---] engagements
"Ed Mills published "Washington PolicyHouse Clears Housing for the 21st Century Act Spring Housing Deal Incoming " with the bill attempting to streamline and modernize federal housing programs with his analysis of the provisions"
X Link 2026-02-10T20:48Z [----] followers, [--] engagements
"Olivia Tong published $SBH "F1Q26 Review: Steady Start to More Vivid Year; Maintaining Estimates" following a solid start to FY26 with her view that mgmt. is executing well diversifying the product base driving efficiencies & reinvesting in technology"
X Link 2026-02-10T20:48Z [----] followers, [--] engagements
"Wilma Burdis published on $AMP following concerns about a competitor's launch of an AI Tax Planning feature with her view of risk:reward and the entry point given her view that most clients prefer to work with an advisor"
X Link 2026-02-11T14:16Z [----] followers, [---] engagements
"Frank Louthan published $EQIX "4Q25: Solid Results Raising Estimates" along with $FSLY "4Q25: Operational Changes Showing Results; Raising Estimates" following solid-to-strong results for both in front of his upcoming investor meetings with them both"
X Link 2026-02-12T20:32Z [----] followers, [---] engagements
"John Ransom & Parker Snure published $RDNT "Thoughts on Short Report After Catching Up With Management" to course-correct on assertions made about comps insider sales reimbursement etc. while also publishing $GRDN "Upbeat Note From the Road""
X Link 2025-12-17T16:15Z [----] followers, [---] engagements
"Robert Dodd published "Business Development CompaniesQuick Notes From [----] Non-Bank Lender Symposium" with his takeaways from meetings hosted with $ARCC $BBDC $BXSL $CGBD $FSK $MAIN $MSIF $MFIC $NMFC $OBDC $OTF & $TSLX"
X Link 2026-01-09T20:17Z [----] followers, [---] engagements
"Gabe Poggi published "Real Estate FinanceCovering the Spread Paranoid Android" an inaugural piece to discuss current drivers with this one focused on CRE mREITs & AI/Data Center exposure Bay Area exposure and PE Fund exposure and implications"
X Link 2026-01-16T14:32Z [----] followers, [---] engagements
"Restaurant analyst Brian Vaccaro published on $EAT after it reported strong F2Q top and bottom line results that exceeded our raised expectations though investors seem overly focused (in our view) on weak Winter Storm Fern impacted comps in recent days"
X Link 2026-01-29T21:01Z [----] followers, [--] engagements
"Tyler Brown published $ROAD "F1Q26 Ahead; FY26 Guide Raised Starting the (Fiscal) Year off Right" with his belief that organic and external growth opportunities set the stage for upside to numbers in out-years for the company"
X Link 2026-02-06T16:45Z [----] followers, [--] engagements
"Sam Darkatsh published $GFF "CPP Monetization: A Harbinger of a Larger Deal to Come" with the monetization providing evidence in his view of the true value of the GFF portfolio while eliminating a roadblock towards a potential sale of the company"
X Link 2026-02-06T16:45Z [----] followers, [---] engagements
"Olivia Tong published "Key Takeaways From Meetings with COTY EPC and SPB" from the annual Raymond James Consumer & TMT Conference with discussion of consumer trends holiday sales execution & other important topics. $COTY $EPC $SPB"
X Link 2025-12-10T14:01Z [----] followers, [---] engagements
"Jayson Bedford published $CBLL "Delirium Gives Us More Confidence." Following CBLL's announcement that it received 510k clearance for its delirium detection algorithm and prospects for a multi-year growth story unfolding for CBLL"
X Link 2025-12-10T14:17Z [----] followers, [---] engagements
"Andrew Cooper published "ITGRWe Agree With Activist Premise but Think a Sale Isn't the Only Way to Recognize ITGR Value" in the wake of an activist letter pushing for a board refresh & potential sale with Andrew agreeing that $ITGR is undervalued"
X Link 2025-12-19T14:32Z [----] followers, [---] engagements
"Wilma Burdis published on $AFL with focus on the company's stable operations protection-oriented business model $40+billion of excess and redundant capital/reserves and limited macro- sensitivity"
X Link 2025-12-30T19:36Z [----] followers, [---] engagements
"Brian Vaccaro published on both $SHAK and $FWRG trimming estimates for both due to a softer industry backdrop with continued focus on attractive valuation for both and the benefits of some price increases for SHAK and margin expansion for FWRG"
X Link 2026-01-08T17:00Z [----] followers, [---] engagements
"Joe Altobello published "Leisure ProductsICR Conference Highlights: BRCC PATK PLNT" with $PATK mgmt. remaining confident in its growth algo $BRCC citing several gross margin levers; and $PLNT healthy same-store sales and member growth"
X Link 2026-01-14T14:32Z [----] followers, [---] engagements
"Chris Raymond published "BiotechnologyIf You're Going to San Francisco You're Gonna Meet Some Gentle People There" with takeaways from meetings or presentations from $AARD $AMGN $ARDX $BHVN $BMRN $COGT $KLRS $NUVL $SION $TYRA & $VRTX"
X Link 2026-01-16T14:32Z [----] followers, [---] engagements
"Brian Vaccaro published "Restaurants4Q Preview; Shuffling the Deck." with focus on $EAT and belief they will report a strong beat & raise this quarter offset by $CAKE & $DRI both looking "fairly valued" with additional mention of favorites for the year"
X Link 2026-01-21T20:32Z [----] followers, [---] engagements
"Savi Syth published on $ALK "Management Call Highlights: Cruising Premium Altitudes Eyes on 2026" following conversation with senior mgmt. on satisfying premium experience demand the '27 EPS target of $10+ margin opportunities and other topics"
X Link 2026-02-03T18:50Z [----] followers, [---] engagements
"Alex Sklar published $QTWO "Tier 1s Targets and Tepid Markets; 4Q25 Preview" where he expects the company to report another strong bookings quarter with continued execution against its multi-year profitability framework"
X Link 2026-02-06T17:01Z [----] followers, [--] engagements
"Brian Vaccaro published on $WING with a more cautious near-term view of sales trends which he thinks could result in disappointing '26 comp guidance offset by his view that comps can turn positive through the 2H with a bullish view on long-term unit growth"
X Link 2026-02-10T20:48Z [----] followers, [--] engagements
"Alex Sklar published $AIOT "F3Q26 Momentum Supports Accelerating Growth Outlook" following results that came in above consensus with a growth outlook that is moving higher on enterprise traction and its notable South African win"
X Link 2026-02-10T20:48Z [----] followers, [---] engagements
"Tyler Brown published $HUBG "Preliminary 4Q25; Restatement and Overhang But FCF Story Intact" with the setup favoring intermodal growth and pre-funded growth supporting FCF conversion into the upcycle in his view"
X Link 2026-02-10T20:48Z [----] followers, [--] engagements
"Danny Tamayo published on $WBS following its announcement to be acquired by Banco Santander at what he describes as a "reasonable premiumand a premium to current peer valuation multiples""
X Link 2026-02-11T14:16Z [----] followers, [---] engagements
"Sam Darkatsh published $WCC "2026 Guide Established Conservative Baseline" with a favorable view of WCC's setup with strong but moderating growth in datacenter couple with improving growth in its non-datacenter business"
X Link 2026-02-11T14:16Z [----] followers, [--] engagements
"John Ransom published on $OSCR with focus on its relative valuation with ACA subsidy noise behind us in his view leaving the ACA environment looking far more stable and setting them up for margin expansion in '27"
X Link 2026-02-12T20:17Z [----] followers, [---] engagements
"Chris Raymond and Ryan Deschner published "BiotechnologySorting Through an Evolving IgAN Landscap: Survey Provides Baselines Before Wave of New Approvals" with focus on BHVN VERA and VRTX"
X Link 2026-02-12T20:17Z [----] followers, [--] engagements
"Robert Dodd published "Business Development CompaniesSoftware Apocalypse Our Magic 8-Ball Says: This Time Is No Different" with his conclusion that fears of AI-driven disruption in BDC software asset are currently overblown"
X Link 2026-02-12T20:17Z [----] followers, [---] engagements
"Greg Peters published $WTW "At the Center of the Broker Sell-Off Outlook Remains Intact" with the entire insurance brokerage & technology space having rerated lower but with no change to his revenue organic revenue margins adj'd eps & FCF Conversion"
X Link 2026-02-12T20:17Z [----] followers, [--] engagements
"John Freeman published $AR "4Q25 Quick Take: [----] Budget Provides Growth Optionality in 2027" with metrics coming in line with the Street for the Q with focus on the production forecast in light of the maintenance budget and discretionary growth capital"
X Link 2026-02-12T20:17Z [----] followers, [---] engagements
"Brian Gesuale published on $IPGP with his assessment of risk:reward following the sharp re-rate higher of the stock with 100% appreciation YTD with his view on fewer near-term catalysts while re-emphasizing the long-term demand vectors"
X Link 2026-02-13T17:30Z [----] followers, [--] engagements
"Buck Horne published on $RYN following the close of the merger with Potlatch-Deltic with emphasis on strong demand and pricing for RYN's acreage along with Potlatch's top-10 US based lumber manufacturing program with a compelling risk:reward setup"
X Link 2026-02-13T17:30Z [----] followers, [--] engagements
"Patrick O'Shaughnessy published $CBRE "4Q25 Insights: Solid Print and Guide; AI Fears Misplaced" with his assessment of the entry point here given AI related fears and his view that the business is highly unlikely to be disrupted by AI"
X Link 2026-02-13T17:31Z [----] followers, [---] engagements
"David Hicks & Tyler Brown published "TransportationFMCSA Issues Final Ruling on Non-Domiciled CDLs" with their take that the change in capacity coming out potentially pushes structural tightness further to the right"
X Link 2026-02-13T17:31Z [----] followers, [--] engagements
"David Long published on $HBAN following investor meetings with his slightly higher EPS estimates following the team's convincing optimism on the bank's organic growth prospects following completion of two Texas-based bank acquisitions"
X Link 2026-02-13T17:31Z [----] followers, [--] engagements
"Adam Tindle published on $CDW Corporation in view of potential growth acceleration cost headwinds abating and valuation that has contracted significantly into this period"
X Link 2025-11-25T19:41Z [----] followers, [---] engagements
"Andrew Cooper published "AZTAOur Comfort is Building Ahead of Long-Term Views at Investor Day" following an in-line-to-above expectations F4Q with the upcoming investor day an opportunity for the $AZTA team to shed light on the longer-term view"
X Link 2025-11-28T15:45Z [----] followers, [---] engagements
"Michael Rose published $RNST "Investor Meeting Highlights; Bumping EPS Higher" with systems conversion in the rear-view mirror & mgmt. guiding to a drop in core noninterest expenses over the next two quarters but with commentary on '26 estimates"
X Link 2025-12-04T16:30Z [----] followers, [---] engagements
"Tim Thein published on $ALSN with the closing of the Dana Off-highway deal nearing and his catch-up with customers & competitors to assess competitive positioning with feedback supportive and adding confidence in his view of upside in synergy potential"
X Link 2025-12-08T18:47Z [----] followers, [---] engagements
"David Feaster published $SBCF "Highlights From Investor Meetings: Organic Outlook Remains Bright" focusing on Florida organic growth & M&A along with $GBCI "Highlights From Investor Meetings: NIM Expansion Outlook Intact" on NIM trajectory Texas & M&A"
X Link 2025-12-08T18:47Z [----] followers, [---] engagements
"Michael Glen (RJL-Canada) published $GRGD "F3Q Continues Sequence of Very Impressive Results" on F3Q results that were ahead of expectations with his analysis of drivers in traffic & pricing discussion of the special dividend & his higher target price"
X Link 2025-12-10T14:17Z [----] followers, [---] engagements
"Brian Vaccaro published "RestaurantsRaymond James TMT/Consumer Conference Highlights" on $CMG $CAVA $DIN $FWRG & $SHAK following investor meetings/presentations this week"
X Link 2025-12-11T14:32Z [----] followers, [---] engagements
"Sean McCutcheon published $CMPX "Navigating Together Through a Statistical Preview of COMPANION-002 Survival Outcomes" with results likely in 1Q26 for tovecimig being tested for 2L biliary tract cancer with his estimates of improved probability of success"
X Link 2025-12-16T15:31Z [----] followers, [---] engagements
"Jayson Bedford published $EW "TAVR NCD Reopened Increased Confidence in '27 Revenue Acceleration" with the not-unexpected NCA announcement giving Jayson more confidence in revenue growth exiting '26"
X Link 2025-12-16T15:31Z [----] followers, [---] engagements
"Gabe Poggi published "Real Estate FinanceNew Speedway Boogie: Resuming Coverage of CRE Mortgage REITs" with focus on the cleanest credit portfolios as favorites with coverage including $ARI $LADR $TRTX $BRSP $BXMT $STWD $ABR $ACRE $KREF and $FBRT"
X Link 2025-12-17T18:48Z [----] followers, [---] engagements
"Rick Patel published on $LEVI "Fashioning a Bullish View on Attractive Drivers" with his view of DTC levers international runway momentum in the Women's segment gross margin expansion positive channel checks and the strong balance sheet"
X Link 2025-12-24T14:02Z [----] followers, [---] engagements
"Tyler Brown published $UNP "Merger Documents Filed the STB Some Takeaways" with his analysis of the case for the merger from all stakeholders' perspective with focus on lack of overlap reduced car handles & route efficiency & NET EBITDA benefits"
X Link 2025-12-29T14:31Z [----] followers, [---] engagements
"Brian Peterson published $DOCS "Detailing the "3 Ms" of a Core LT Holding Takeaways From Sit Down With CEO Jeff Tangney" with engagement ramping for the foreseeable future in his view with strong management & high physician reach driving high margins "
X Link 2025-12-29T14:31Z [----] followers, [---] engagements
"David Long published $ALRS "Alearus Announces Partial AFS Portfolio Restructuring" with his take that the move improves the bank's earnings power while reducing interest rate risk"
X Link 2025-12-30T19:49Z [----] followers, [---] engagements
"Daniel Tamayo published on $OCFC on its announcement to acquire $FFIC which he thinks slows the benefit of its shift to a stronger core deposit franchise/C&I lender with Steve Moss publishing on FFIC & the fair price paid in light of earnings challenges"
X Link 2025-12-31T13:45Z [----] followers, [---] engagements
"Frank Louthan published "DYDecember [----] Snowfall Greater Y/Y and Ahead of Historical Averages" with his analysis of snowfall impacting $DY during December [----] with implications for DY's construction activities compared to recent periods"
X Link 2026-01-02T14:45Z [----] followers, [--] engagements
"David Long published on $ALRS following their securities portfolio restructuring in late-December that led to his raising estimates for '26-'27 while allowing the team to re-focus on organic growth opportunities"
X Link 2026-01-05T21:31Z [----] followers, [---] engagements
"Andrew Marok published "Digital Media4Q25 Digital Media Quarterly Preview" with $NFLX kicking off the Digital Media earnings cycle on Jan 20th with checks and setups for NFLX $SPOT $MTCH $BMBL $GRND $WBTN & $SEAT"
X Link 2026-01-12T15:05Z [----] followers, [---] engagements
"Rick Patel published his ICR meeting takeaways with $ONON and levers across product innovation & its leading growth $ANF and opportunities to scale its brands/expand margins and $LULU and innovation that could help domestic growth"
X Link 2026-01-14T14:32Z [----] followers, [---] engagements
"Melissa Fairbanks published on $FLEX citing the recent pullback in the stock with assessment of the entry point given its Cloud/AI datacenter opportunities that could drive upside and multiple expansion"
X Link 2026-01-14T14:32Z [----] followers, [---] engagements
"Wilma Burdis published "APODOL Regulatory Clarity Could Reaccelerate Jumbo PRT Market" which she thinks could happen by late '26 or early '27 and offer a catalyst for $APO and its retirement solutions subsidiary Athene"
X Link 2026-01-15T15:16Z [----] followers, [---] engagements
"Michael Rose initiated coverage of $BKU a Florida-based commercial bank with an attractive low-cost core deposit base with demographically attractive markets that should support a new era of asset growth and further NIM expansion in his view"
X Link 2026-01-15T15:16Z [----] followers, [---] engagements
"Rick Patel published "Promotional Pulse 4Q25: Lower Discounting Y/Y at Coach Michael Kors; Higher for DECK UAA AEO" having tracked 4Q25 online promotions and discounted SKUs from websites across Softline & Retail brands and Digital Commerce. $DECK $UAA $AEO"
X Link 2026-01-16T14:32Z [----] followers, [---] engagements
"Greg Peters initiated coverage of $SPNT following its multi-year restructuring that reduced earnings volatility improved underwriting profitability and simplified its capital structure with current valuation reflecting much of that progress in his view"
X Link 2026-01-16T14:32Z [----] followers, [---] engagements
"Brian Gesuale published "Government ServicesArsenal of Freedom Accelerated: The 5th Defense Revolution Takes the Wheel" with SMID-cap defense stocks having soared to start the new year catching up on $KTOS $LHX $AMTM $CACI $PSN and others"
X Link 2026-01-16T14:32Z [----] followers, [---] engagements
"Adam Tindle & Simon Leopold published "Tech Check4Q Tech Checks: Pump It Up Inflation an Uncertain Variable" following tech channel partner checks with focus on $ANET $CSCO $DELL $HPE $SMCI $NTAP $PSTG $FFIV & $NTNX as well as $CRWD $CHKP $CDW & $DDOG"
X Link 2026-01-20T15:05Z [----] followers, [---] engagements
"Olivia Tong published "Beauty & HPC2026 Year Ahead and EPS Preview" with focus on $ULTA and expectations of "outsized growth" in FY26 after a period of heavy investment along with $SBH with store improvements driving faster growth in her view"
X Link 2026-01-21T20:46Z [----] followers, [---] engagements
"Internet analyst Josh Beck published on $META "AI Ad Stack ROIC Creates Room for MSL/Manus Team to Close Frontier Model/Agentic Gap" Biggest + surprise in the quarter: the 1Q26 outlook of 26% FXN growth well above our 23% bogey driven by broad-based vertical strength"
X Link 2026-01-29T19:35Z [----] followers, [---] engagements
"Semiconductors analyst Melissa Fairbanks published on $SNDK seeing opportunities for further upside not surprisingly driven by the demand and pricing implications of an unprecedented datacenter/AI cycle"
X Link 2026-01-30T20:32Z [----] followers, [---] engagements
"Telecoms analyst Frank Louthan published his annual outlook seeing tailwinds for $UNIT $DY benefitting from a multi-year bull in fiber & telecom network construction and $T as the best positioned of the large carriers"
X Link 2026-01-30T20:32Z [----] followers, [---] engagements
"Josh Beck published $RDDT "Earnings Preview: Underappreciated Ad Momentum + Developing Product Cycle Tailwinds" going into the RDDT quarter with sentiment having "drifted" in Josh's estimation on what he sees as "inconclusive data points""
X Link 2026-02-02T16:30Z [----] followers, [---] engagements
"Andrew Marok published "Digital MediaPutting the Genie Back in the Bottle For Now; Video Gaming Worries Overdone" following the Project Genie announcement from GOOG's DeepMind with his take on why he thinks the gaming stock reactions were overblown. $GOOG"
X Link 2026-02-02T16:30Z [----] followers, [---] engagements
"The Bank Research Team published "Banking4Q25 Progress Report: NIM Expansion Stable Credit Drive Results Above Forecasts; Estimates Trending Higher" along with "BankingJanuary Senior Loan Officer Opinion Survey" suggesting higher demand in '26"
X Link 2026-02-03T18:50Z [----] followers, [---] engagements
"Frank Louthan published on $LUMN today following the close of the $T acquisition of their fiber assets and the subsequent the re-shaping of the balance sheet with his take that the return to top-line growth is likely 2+ years away"
X Link 2026-02-04T18:34Z [----] followers, [---] engagements
"Brian Vaccaro published $CMG "In-Line 4Q; [----] Guide Seems Conservative; Lowering EPS and PT" following their lower-than-expected comp guide which seems conservative in his view"
X Link 2026-02-04T18:34Z [----] followers, [--] engagements
"Josh Beck published "RDDTHypergrowth Ripe With Product and Ad Stack Opportunities" with $RDDT having topped expectations with the 1Q guide matching his positive preview"
X Link 2026-02-06T17:01Z [----] followers, [---] engagements
"Wilma Burdis published $OWL "4Q25 Earnings Beat and Strong Fundraise" with distributable earnings matching her estimate and beating the Street with a strong fundraise coming from both institutional equity and private wealth"
X Link 2026-02-06T17:01Z [----] followers, [---] engagements
"Ryan Deschner initiated coverage of Omega Therapeutics $OMGA with his analysis of lead therapeutic OTX-2002 the first programmable epigenomic controller to reach the clinic which is being evaluated in a Phase study in patients with hepatocellular carcinoma (HCC)"
X Link 2024-06-18T16:01Z [----] followers, [---] engagements
"Pavel Molchanov published on Clean Tech names following their recent strong performance "Best Quarter for Stocks Since 2020" with focus on the recent outperformance of $GEV and $PRMW"
X Link 2024-10-02T14:20Z [----] followers, [--] engagements
"Leisure analyst Joe Altobello published "Elkhart Open House: RV Industry Likely in a Holding Pattern Awaiting Signs of a Sustained Inflection" with sentiment among RV dealers OEMs & suppliers certainly better than it has been in some time. $CWH $THO $WGO $PATK $LCII"
X Link 2025-09-26T13:16Z [----] followers, [---] engagements
"Leisure analyst Joe Altobello published "Elkhart Open House: RV Industry Likely in Holding Pattern Awaiting Signs of a Sustained Inflection" with sentiment among RV dealers OEMs and suppliers certainly better than it has been in some time. $CWH $THO $WGO $PATK $LCII"
X Link 2025-09-26T13:31Z [----] followers, [---] 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 2025-10-16T14:31Z [----] followers, [---] engagements
"Joe Altobello published on $THO following a recent meeting with the Head Of Corporate Development affirming Joe's belief that the outlook is adequately conservative offset by the rally in the stock leaving valuation not "overly compelling""
X Link 2025-10-27T20:46Z [----] followers, [---] engagements
"Buck Horne published on $KBH following their disappointing 4Q25 results to discuss broader concerns over potential near-term risks while KBH pivots back to a build-to-order operating strategy while competitors are clearing inventory"
X Link 2025-12-24T15:45Z [----] followers, [---] engagements
"Frank Louthan published on $DY "January [----] and F4Q26 Snowfall In-line with Y/Y and Historical Averages" with conclusions about cumulative snowfall in the quarter and estimates of impact on F4Q results"
X Link 2026-02-03T18:50Z [----] followers, [---] engagements
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