#  @RJResearch Raymond James Equity Research Raymond James Equity Research posts on X about growth, strong, business, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1055892935038984192/interactions)  - [--] Week [-----] +41% - [--] Month [------] +22% - [--] Months [------] +11% - [--] Year [-------] +64% ### Mentions: [--] [#](/creator/twitter::1055892935038984192/posts_active)  - [--] Week [--] +16% - [--] Month [---] +3.90% - [--] Months [---] -7.10% - [--] Year [---] +42% ### Followers: [-----] [#](/creator/twitter::1055892935038984192/followers)  - [--] Week [-----] +0.23% - [--] Month [-----] +1.20% - [--] Months [-----] +7.90% - [--] Year [-----] +20% ### CreatorRank: [---------] [#](/creator/twitter::1055892935038984192/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 71.05% [finance](/list/finance) 26.32% [cryptocurrencies](/list/cryptocurrencies) 13.16% [technology brands](/list/technology-brands) 4.39% [social networks](/list/social-networks) 0.88% [countries](/list/countries) 0.88% [financial services](/list/financial-services) 0.88% [fashion brands](/list/fashion-brands) 0.88% **Social topic influence** [growth](/topic/growth) 12.28%, [strong](/topic/strong) 8.77%, [business](/topic/business) 7.89%, [in the](/topic/in-the) 5.26%, [joe](/topic/joe) 4.39%, [tyler](/topic/tyler) 3.51%, [upside](/topic/upside) 3.51%, [reit](/topic/reit) 3.51%, [topics](/topic/topics) 2.63%, [john](/topic/john) 2.63% **Top accounts mentioned or mentioned by** [@vissie58607393](/creator/undefined) [@grok](/creator/undefined) **Top assets mentioned** [Tyra Biosciences, Inc. (TYRA)](/topic/$tyra) [Patrick Industries Inc (PATK)](/topic/$patk) [SmartStop Self Storage REIT, Inc. (SMA)](/topic/$sma) [Thor Industries, Inc. (THO)](/topic/$tho) [IPG Photonics Corporation (IPGP)](/topic/$ipgp) [NCINO, Inc. (NCNO)](/topic/$ncno) [WEBTOON Entertainment, Inc. (WBTN)](/topic/$wbtn) [Match Group Inc (MTCH)](/topic/$mtch) [Equinix Inc (EQIX)](/topic/$eqix) [Radiant Capital (RDNT)](/topic/$rdnt) [Guardian Pharmacy Services, Inc. (GRDN)](/topic/$grdn) [Lumexa Imaging Holdings, Inc. (LMRI)](/topic/$lmri) [Brinker International, Inc. (EAT)](/topic/$eat) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Advanced Micro Devices (AMD)](/topic/$amd) [Shake Shack Inc. (SHAK)](/topic/$shak) [First Watch Restaurant Group, Inc. (FWRG)](/topic/$fwrg) [Bridge Mutual (BMI)](/topic/$bmi) [MSC Income Fund, Inc. (MSIF)](/topic/$msif) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Arista Networks Inc (ANET)](/topic/$anet) [Cisco Systems Inc (CSCO)](/topic/$csco) [NetApp Inc. (NTAP)](/topic/$ntap) [Weave Communications, Inc. (WEAV)](/topic/$weav) [Camping World Holdings, Inc. (CWH)](/topic/$cwh) [LCI Industries (LCII)](/topic/$lcii) [Dycom Industries, Inc. (DY)](/topic/$dy) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [Viant Technology Inc. (DSP)](/topic/$dsp) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Nexxen International Ltd. (NEXN)](/topic/$nexn) [DoubleVerify Holdings, Inc. (DV)](/topic/$dv) [MNTN, Inc. (MNTN)](/topic/$mntn) [PubMatic, Inc. (PUBM)](/topic/$pubm) [COTY INC (COTY)](/topic/$coty) [Edgewell Personal Care Company (EPC)](/topic/$epc) [Spectrum Brands Holdings, Inc. (SPB)](/topic/$spb) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca) [Integral (ITGR)](/topic/$itgr) [AFLAC Incorporated (AFL)](/topic/$afl) [Frontier Group Holdings, Inc. (ULCC)](/topic/$ulcc) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Aardvark Therapeutics, Inc (AARD)](/topic/$aard) [Amgen, Inc. (AMGN)](/topic/$amgn) [Sionna Therapeutics, Inc. (SION)](/topic/$sion) ### Top Social Posts Top posts by engagements in the last [--] hours "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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 "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/RJResearch/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 "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 "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 "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/RJResearch/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 "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 "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/RJResearch/status/2022362885368725603) 2026-02-13T17:31Z [----] 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 "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 "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 "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 "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 "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/RJResearch/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/RJResearch/status/2022042433861677209) 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/RJResearch/status/2022042435618996724) 2026-02-12T20:17Z [----] 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 "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 "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 "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 "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/RJResearch/status/2022362888464142421) 2026-02-13T17:31Z [----] 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 "Laura Prendergast published on Nkarta Inc. $NKTX with the stock trading below current cash levels that provides a runway into late '27 that gets them through numerous de-risking catalysts surrounding NKX019" [X Link](https://x.com/RJResearch/status/1823725711024132276) 2024-08-14T14:17Z [----] followers, [---] engagements "Alex Sklar published on nCino Inc. $NCNO following a pullback post-F2Q25 results with his view of risk:reward with the stock trading at 6x his FY26E of revenue with a handful of positive catalysts over the next 6-12 months" [X Link](https://x.com/RJResearch/status/1830976833128382870) 2024-09-03T14:31Z [----] followers, [---] engagements "John Ransom published on Guardian Pharmacy Services Inc. $GRDN with focus on its "20 year history of consistent execution a large addressable market ($25B LTCF pharmacy market) and an experienced management team" [X Link](https://x.com/RJResearch/status/1848439432212357252) 2024-10-21T19:01Z [----] followers, [---] engagements "Robert Dodd initiated coverage on MSC Income Fund Inc. $MSIF with his analysis that the name trades at a premium to peers on a price-to-NAV basis and at a premium to its recent IPO price leaving the stock "fairly valued at current levels."" [X Link](https://x.com/RJResearch/status/1894135302244954263) 2025-02-24T21:20Z [----] followers, [---] engagements "Simon Leopold published "Data InfrastructureSilicon Valley Visit: AI May Improve Productivity but It Is Keeping Investors Busy" with co highlights from $CSCO $ANET $SMIC $LITE $COHR & $NTAP ."" [X Link](https://x.com/RJResearch/status/1930700102219223453) 2025-06-05T18:55Z [----] followers, [---] engagements "Biotechnology analyst Marty Auster assumed/initiated on a host of names: Alnylam Pharmaceuticals $ALNY Scholar Rock $SRRK BridgeBio Pharma $BBIO Cytokinetics $CYTK Edgewise Therapeutics $EWTK" [X Link](https://x.com/RJResearch/status/1950530741206499824) 2025-07-30T12:15Z [----] followers, [---] engagements "Alex Sklar published on MeridianLink Inc. $MLNK following its agreement to be acquired by Centerbridge with his estimates of the deal proceeding and closing with his views of timing and upside" [X Link](https://x.com/RJResearch/status/1955355858121961589) 2025-08-12T19:48Z [----] followers, [--] engagements "Andrew Cooper & Jayson Bedford published on $HAE"EP Survey Gives Us More Hope That VASCADE Will Find Its Footing" & "Medical TechnologyMixed EP Survey Tempered PFA Uptake But Strong Concomitant Use" following their survey on vascular closure AF & PFA" [X Link](https://x.com/RJResearch/status/1967672816334930341) 2025-09-15T19:32Z [----] followers, [---] engagements "Leisure analyst Joe Altobello published another: $MBUU "Investor Day Highlights Growth Drivers Though Timing of Industry Recovery Remains Uncertain" Day served two purposes: 1) familiarize the Street with the management team; and 2) to lay out vision for the future" [X Link](https://x.com/RJResearch/status/1971568399718166712) 2025-09-26T13:31Z [----] followers, [---] engagements "Chris Raymond published on $MGTX with focus on this gene therapy company's fully integrated manufacturing platform unique vector constructs and full ownership along with $TSHA with its positioning for success in its pivotal trial for patients with RTT" [X Link](https://x.com/RJResearch/status/1980714989578019029) 2025-10-21T19:17Z [----] followers, [---] engagements "Greg Peters published $BRO "First Look t 3Q25 Results" with BRO having reported ahead of his estimates along with $EG "First Look at 3Q25 Results" with discussion of numbers below expectations and the company's strategic repositioning" [X Link](https://x.com/RJResearch/status/1983175988549701633) 2025-10-28T14:16Z [----] followers, [---] engagements "Buck Horne published on Residential REITs with focus on $AMH and $INVH following Q3 earnings with his view that they remain core holdings that can deliver strong results even in times of economic stress" [X Link](https://x.com/RJResearch/status/1986898089777476093) 2025-11-07T20:46Z [----] followers, [---] engagements "Patrick O'Shaughnessy published $JLL "Investor Meeting Takeaways" after having hosted the CFO for investor meetings with discussion of normalizing deal activity & advisory revenue growth secular growth in services and the opportunity in Data Centers" [X Link](https://x.com/RJResearch/status/1991888374789972227) 2025-11-21T15:16Z [----] 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 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 "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 "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 "Alex Sklar published on Weave Communications Inc. $WEAV following 1Q23 results that beat consensus views with his expectation for multiple paths of value creation including a profitability profile a better beat & raise setup in '23 and potential for return to 20% growth" [X Link](https://x.com/RJResearch/status/1654188240214040577) 2023-05-04T18:16Z [----] followers, [--] engagements "John Freeman initiated coverage of Mach Natural Resources $MNR following last month's IPO analyzing the likelihood they could become the primary consolidator in the Anadarko Basin along with their midstream position and healthy balance sheet" [X Link](https://x.com/RJResearch/status/1726693184502165870) 2023-11-20T20:05Z [----] followers, [---] engagements "Alex Sklar published on Weave Communications Inc. $WEAV with his examination of "momentum in the business" that he thinks will continue from 4Q23 into [----] with his analysis of valuation and risk:reward" [X Link](https://x.com/RJResearch/status/1762134448936460374) 2024-02-26T15:16Z [----] followers, [---] engagements "Simon Leopold published on Nutanix Inc. $NTNX in light of his growing appreciation for "Nutanix's opportunity to gain share from VMWare following its acquisition by Broadcom $AVGO" [X Link](https://x.com/RJResearch/status/1788192337652220403) 2024-05-08T13:00Z [----] followers, [---] engagements "Brian Peterson initiated coverage on Onestream Inc. $OS with his analysis suggesting "ample room for growth just in displacing legacy enterprise performance management vendorswith longer-term upside from areas such as AI/ML and a platform ecosystem"" [X Link](https://x.com/RJResearch/status/1825556035584585993) 2024-08-19T15:30Z [----] followers, [---] engagements "David Feaster published on Ameris Bancorp $ABCB with his analysis of the setup going into [----] with his increase in '25 estimates with a setup for improving loan growth in the back half of the year with accretive spreads to the current NIM" [X Link](https://x.com/RJResearch/status/1850976143605743779) 2024-10-28T19:01Z [----] followers, [--] engagements "Brian Gesuale published on IPG Photonics Corp. $IPGP following 3Q results that in Brian's view "seem to be signaling a modest turn in the demand environment for the first time since late 2021."" [X Link](https://x.com/RJResearch/status/1851690493257674963) 2024-10-30T18:19Z [----] followers, [---] engagements "Brian Peterson published on Waystar Holding Corp. $WAY with analysis of the durability of its double-digit growth amid broad secular shifts in healthcare to more modern technology" [X Link](https://x.com/RJResearch/status/1860039684723761631) 2024-11-22T19:16Z [----] followers, [---] engagements "Jon Hughes published his initiation of coverage of SmartStop Self Storage REIT Inc. $SMA with his view of the company's high-quality portfolio compared to legacy peers with better organic growth and margin upside & higher external growth impact" [X Link](https://x.com/RJResearch/status/1916949944755249286) 2025-04-28T20:17Z [----] followers, [---] engagements "John Ransom published on Humana Inc. $HUM with his take on improving backdrop for MA where he sees upside to margins over the next two years driven by flattening cost trends an improving rate environment and more conservative bids" [X Link](https://x.com/RJResearch/status/1917999326921453708) 2025-05-01T17:47Z [----] followers, [---] engagements "Jon Hughes published on SmartStop Self Storage REIT Inc. $SMA with his view that higher organic growth than larger cap peers and margin upside along with greater external growth impact should drive a premium valuation" [X Link](https://x.com/RJResearch/status/1935352572195357130) 2025-06-18T15:03Z [----] followers, [---] engagements "Robert Dodd initiated coverage of Jefferson Capital $JCAP with analysis of the firm's low leverage efficient collection model and their heavy focus on the currently more attractive US market" [X Link](https://x.com/RJResearch/status/1947367935174983939) 2025-07-21T18:47Z [----] followers, [---] engagements "Gary Nachman published $ADMA "Mgmt. Meetings Convey All Fundamental Trends Pointing in Right Direction Bullish on Outlook" with focus on the continued ramp and longer-term outlook for key product Asceniv" [X Link](https://x.com/RJResearch/status/1957525606465155091) 2025-08-18T19:30Z [----] followers, [---] 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) 2025-08-21T21:01Z [----] followers, [---] engagements "Patrick O'Shaughnessy published on $MIAX with focus on its market share gains in the options business since its launch in [----] along with upside from initiatives such as the Bloomberg index partnership offset by the stock's post-IPO run up" [X Link](https://x.com/RJResearch/status/1965045521925480893) 2025-09-08T13:32Z [----] 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 "Parker Snure initiated coverage of $CSV to shed light on its turnaround story under new management with EBITDA growth tailwinds as the company streamlines leans into pre-need and improves its balance sheet" [X Link](https://x.com/RJResearch/status/1973784044711137537) 2025-10-02T16:16Z [----] 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 "P&C analyst Greg Peters published $SKWD "First Look at 3Q25 Results" with the company beating RJ/Street estimates with remarkable GPW growth better than expected CR and higher NII growth" [X Link](https://x.com/RJResearch/status/1983930914028581359) 2025-10-30T16:16Z [----] followers, [---] engagements "Healthcare REIT analyst Jonathan Hughes on $CTRE & $SBRA "3Q25 First Look: Focusing on the Long-Term as SNFs & Seniors Housing Ride the Silver Tsunami'" and on $SMA "3Q25 First Look: A Noisy End to Self Storage Earnings Season but SMA Still the Smart Choice"" [X Link](https://x.com/RJResearch/status/1986486610909610405) 2025-11-06T17:31Z [----] 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 "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 "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 "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 "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 "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 Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@RJResearch Raymond James Equity Research
Raymond James Equity Research posts on X about growth, strong, business, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +41%
- [--] Month [------] +22%
- [--] Months [------] +11%
- [--] Year [-------] +64%
Mentions: [--] #
- [--] Week [--] +16%
- [--] Month [---] +3.90%
- [--] Months [---] -7.10%
- [--] Year [---] +42%
Followers: [-----] #
- [--] Week [-----] +0.23%
- [--] Month [-----] +1.20%
- [--] Months [-----] +7.90%
- [--] Year [-----] +20%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 71.05% finance 26.32% cryptocurrencies 13.16% technology brands 4.39% social networks 0.88% countries 0.88% financial services 0.88% fashion brands 0.88%
Social topic influence growth 12.28%, strong 8.77%, business 7.89%, in the 5.26%, joe 4.39%, tyler 3.51%, upside 3.51%, reit 3.51%, topics 2.63%, john 2.63%
Top accounts mentioned or mentioned by @vissie58607393 @grok
Top assets mentioned Tyra Biosciences, Inc. (TYRA) Patrick Industries Inc (PATK) SmartStop Self Storage REIT, Inc. (SMA) Thor Industries, Inc. (THO) IPG Photonics Corporation (IPGP) NCINO, Inc. (NCNO) WEBTOON Entertainment, Inc. (WBTN) Match Group Inc (MTCH) Equinix Inc (EQIX) Radiant Capital (RDNT) Guardian Pharmacy Services, Inc. (GRDN) Lumexa Imaging Holdings, Inc. (LMRI) Brinker International, Inc. (EAT) Blue Owl Capital, Inc. (OWL) Advanced Micro Devices (AMD) Shake Shack Inc. (SHAK) First Watch Restaurant Group, Inc. (FWRG) Bridge Mutual (BMI) MSC Income Fund, Inc. (MSIF) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Arista Networks Inc (ANET) Cisco Systems Inc (CSCO) NetApp Inc. (NTAP) Weave Communications, Inc. (WEAV) Camping World Holdings, Inc. (CWH) LCI Industries (LCII) Dycom Industries, Inc. (DY) GUIDEWIRE SOFTWARE, INC. (GWRE) Viant Technology Inc. (DSP) Magnite, Inc. Common Stock (MGNI) Nexxen International Ltd. (NEXN) DoubleVerify Holdings, Inc. (DV) MNTN, Inc. (MNTN) PubMatic, Inc. (PUBM) COTY INC (COTY) Edgewell Personal Care Company (EPC) Spectrum Brands Holdings, Inc. (SPB) Digital Realty Trust Inc (DLR) First Citizens BancShares, Inc. (FCNCA) Integral (ITGR) AFLAC Incorporated (AFL) Frontier Group Holdings, Inc. (ULCC) BioMarin Pharmaceutical, Inc. (BMRN) Aardvark Therapeutics, Inc (AARD) Amgen, Inc. (AMGN) Sionna Therapeutics, Inc. (SION)
Top Social Posts
Top posts by engagements in the last [--] hours
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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 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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"Laura Prendergast published on Nkarta Inc. $NKTX with the stock trading below current cash levels that provides a runway into late '27 that gets them through numerous de-risking catalysts surrounding NKX019"
X Link 2024-08-14T14:17Z [----] followers, [---] engagements
"Alex Sklar published on nCino Inc. $NCNO following a pullback post-F2Q25 results with his view of risk:reward with the stock trading at 6x his FY26E of revenue with a handful of positive catalysts over the next 6-12 months"
X Link 2024-09-03T14:31Z [----] followers, [---] engagements
"John Ransom published on Guardian Pharmacy Services Inc. $GRDN with focus on its "20 year history of consistent execution a large addressable market ($25B LTCF pharmacy market) and an experienced management team"
X Link 2024-10-21T19:01Z [----] followers, [---] engagements
"Robert Dodd initiated coverage on MSC Income Fund Inc. $MSIF with his analysis that the name trades at a premium to peers on a price-to-NAV basis and at a premium to its recent IPO price leaving the stock "fairly valued at current levels.""
X Link 2025-02-24T21:20Z [----] followers, [---] engagements
"Simon Leopold published "Data InfrastructureSilicon Valley Visit: AI May Improve Productivity but It Is Keeping Investors Busy" with co highlights from $CSCO $ANET $SMIC $LITE $COHR & $NTAP .""
X Link 2025-06-05T18:55Z [----] followers, [---] engagements
"Biotechnology analyst Marty Auster assumed/initiated on a host of names: Alnylam Pharmaceuticals $ALNY Scholar Rock $SRRK BridgeBio Pharma $BBIO Cytokinetics $CYTK Edgewise Therapeutics $EWTK"
X Link 2025-07-30T12:15Z [----] followers, [---] engagements
"Alex Sklar published on MeridianLink Inc. $MLNK following its agreement to be acquired by Centerbridge with his estimates of the deal proceeding and closing with his views of timing and upside"
X Link 2025-08-12T19:48Z [----] followers, [--] engagements
"Andrew Cooper & Jayson Bedford published on $HAE"EP Survey Gives Us More Hope That VASCADE Will Find Its Footing" & "Medical TechnologyMixed EP Survey Tempered PFA Uptake But Strong Concomitant Use" following their survey on vascular closure AF & PFA"
X Link 2025-09-15T19:32Z [----] followers, [---] engagements
"Leisure analyst Joe Altobello published another: $MBUU "Investor Day Highlights Growth Drivers Though Timing of Industry Recovery Remains Uncertain" Day served two purposes: 1) familiarize the Street with the management team; and 2) to lay out vision for the future"
X Link 2025-09-26T13:31Z [----] followers, [---] engagements
"Chris Raymond published on $MGTX with focus on this gene therapy company's fully integrated manufacturing platform unique vector constructs and full ownership along with $TSHA with its positioning for success in its pivotal trial for patients with RTT"
X Link 2025-10-21T19:17Z [----] followers, [---] engagements
"Greg Peters published $BRO "First Look t 3Q25 Results" with BRO having reported ahead of his estimates along with $EG "First Look at 3Q25 Results" with discussion of numbers below expectations and the company's strategic repositioning"
X Link 2025-10-28T14:16Z [----] followers, [---] engagements
"Buck Horne published on Residential REITs with focus on $AMH and $INVH following Q3 earnings with his view that they remain core holdings that can deliver strong results even in times of economic stress"
X Link 2025-11-07T20:46Z [----] followers, [---] engagements
"Patrick O'Shaughnessy published $JLL "Investor Meeting Takeaways" after having hosted the CFO for investor meetings with discussion of normalizing deal activity & advisory revenue growth secular growth in services and the opportunity in Data Centers"
X Link 2025-11-21T15:16Z [----] 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 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
"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
"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
"Alex Sklar published on Weave Communications Inc. $WEAV following 1Q23 results that beat consensus views with his expectation for multiple paths of value creation including a profitability profile a better beat & raise setup in '23 and potential for return to 20% growth"
X Link 2023-05-04T18:16Z [----] followers, [--] engagements
"John Freeman initiated coverage of Mach Natural Resources $MNR following last month's IPO analyzing the likelihood they could become the primary consolidator in the Anadarko Basin along with their midstream position and healthy balance sheet"
X Link 2023-11-20T20:05Z [----] followers, [---] engagements
"Alex Sklar published on Weave Communications Inc. $WEAV with his examination of "momentum in the business" that he thinks will continue from 4Q23 into [----] with his analysis of valuation and risk:reward"
X Link 2024-02-26T15:16Z [----] followers, [---] engagements
"Simon Leopold published on Nutanix Inc. $NTNX in light of his growing appreciation for "Nutanix's opportunity to gain share from VMWare following its acquisition by Broadcom $AVGO"
X Link 2024-05-08T13:00Z [----] followers, [---] engagements
"Brian Peterson initiated coverage on Onestream Inc. $OS with his analysis suggesting "ample room for growth just in displacing legacy enterprise performance management vendorswith longer-term upside from areas such as AI/ML and a platform ecosystem""
X Link 2024-08-19T15:30Z [----] followers, [---] engagements
"David Feaster published on Ameris Bancorp $ABCB with his analysis of the setup going into [----] with his increase in '25 estimates with a setup for improving loan growth in the back half of the year with accretive spreads to the current NIM"
X Link 2024-10-28T19:01Z [----] followers, [--] engagements
"Brian Gesuale published on IPG Photonics Corp. $IPGP following 3Q results that in Brian's view "seem to be signaling a modest turn in the demand environment for the first time since late 2021.""
X Link 2024-10-30T18:19Z [----] followers, [---] engagements
"Brian Peterson published on Waystar Holding Corp. $WAY with analysis of the durability of its double-digit growth amid broad secular shifts in healthcare to more modern technology"
X Link 2024-11-22T19:16Z [----] followers, [---] engagements
"Jon Hughes published his initiation of coverage of SmartStop Self Storage REIT Inc. $SMA with his view of the company's high-quality portfolio compared to legacy peers with better organic growth and margin upside & higher external growth impact"
X Link 2025-04-28T20:17Z [----] followers, [---] engagements
"John Ransom published on Humana Inc. $HUM with his take on improving backdrop for MA where he sees upside to margins over the next two years driven by flattening cost trends an improving rate environment and more conservative bids"
X Link 2025-05-01T17:47Z [----] followers, [---] engagements
"Jon Hughes published on SmartStop Self Storage REIT Inc. $SMA with his view that higher organic growth than larger cap peers and margin upside along with greater external growth impact should drive a premium valuation"
X Link 2025-06-18T15:03Z [----] followers, [---] engagements
"Robert Dodd initiated coverage of Jefferson Capital $JCAP with analysis of the firm's low leverage efficient collection model and their heavy focus on the currently more attractive US market"
X Link 2025-07-21T18:47Z [----] followers, [---] engagements
"Gary Nachman published $ADMA "Mgmt. Meetings Convey All Fundamental Trends Pointing in Right Direction Bullish on Outlook" with focus on the continued ramp and longer-term outlook for key product Asceniv"
X Link 2025-08-18T19:30Z [----] followers, [---] 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 2025-08-21T21:01Z [----] followers, [---] engagements
"Patrick O'Shaughnessy published on $MIAX with focus on its market share gains in the options business since its launch in [----] along with upside from initiatives such as the Bloomberg index partnership offset by the stock's post-IPO run up"
X Link 2025-09-08T13:32Z [----] 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
"Parker Snure initiated coverage of $CSV to shed light on its turnaround story under new management with EBITDA growth tailwinds as the company streamlines leans into pre-need and improves its balance sheet"
X Link 2025-10-02T16:16Z [----] 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
"P&C analyst Greg Peters published $SKWD "First Look at 3Q25 Results" with the company beating RJ/Street estimates with remarkable GPW growth better than expected CR and higher NII growth"
X Link 2025-10-30T16:16Z [----] followers, [---] engagements
"Healthcare REIT analyst Jonathan Hughes on $CTRE & $SBRA "3Q25 First Look: Focusing on the Long-Term as SNFs & Seniors Housing Ride the Silver Tsunami'" and on $SMA "3Q25 First Look: A Noisy End to Self Storage Earnings Season but SMA Still the Smart Choice""
X Link 2025-11-06T17:31Z [----] 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
"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
"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
"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
"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
"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
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