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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


"Marty Auster published "BiotechnologyA Real Step Forward in DMD Outlook for Next-Gen Exon Skippers Ahead of 4Q Catalysts" and his analysis that these exon-skippers can drive US market growth with DYNE-251 serving as a re-rating catalyst for $DYN"  
[X Link](https://x.com/RJResearch/status/1959975769901322725) [@RJResearch](/creator/x/RJResearch) 2025-08-25T13:46Z 1694 followers, XXX 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) [@RJResearch](/creator/x/RJResearch) 2025-10-02T16:16Z 1693 followers, XX engagements


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


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


"Marty Auster published $IRON "IRON Horse Keeps Chugging Along; FDA National Priority Voucher Awarded Raising TP" and Sean McCutcheon published $RVMD "Daroxonrasib Gets Nod for Inaugural National Priority Review Voucher PT increased""  
[X Link](https://x.com/RJResearch/status/1979269261781508464) [@RJResearch](/creator/x/RJResearch) 2025-10-17T19:32Z 1693 followers, XXX engagements


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


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


"Patrick O'Shaughnessy published on $CBRE $CWK $JLL $NMRK "Still Early in a Brokerage Activity Cyclical Rebound" with his work indicating we are early in the rebound of investment sales activity with office leasing recovering but industrial velocity declining"  
[X Link](https://x.com/RJResearch/status/1967672814376226953) [@RJResearch](/creator/x/RJResearch) 2025-09-15T19:32Z 1694 followers, XXX engagements


"Greg Peters previewed his names with higher 3Q estimates for XX commercial & personal line carriers due to low storm activity in July/August & deferred those cat loss assumptions into the 4Q; also focused on $ORI /improving outlook & $EVER $EG /more cautious"  
[X Link](https://x.com/RJResearch/status/1970122724421796157) [@RJResearch](/creator/x/RJResearch) 2025-09-22T13:47Z 1694 followers, XXX engagements


"Tavis McCourt published "Institutional Equity StrategyA Look at the Balance Sheet and Income Statement of the US Consumer: Still a Dinghy of Health in a Rough Sea of Fear Mongering" to understand the income statements/balance sheets of consumers"  
[X Link](https://x.com/RJResearch/status/1976373993738219735) [@RJResearch](/creator/x/RJResearch) 2025-10-09T19:47Z 1694 followers, XX engagements


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


"John Ransom published "Healthcare3Q25 Provider Preview: Bullish Set Up for Hospitals/Post-Acute" with survey data on volumes and outlooks for $HCA $THC $ACHC $EHC $RDNT $AVAH and $ADUS with HCA kicking off earnings on Friday 10/24"  
[X Link](https://x.com/RJResearch/status/1979280527635997080) [@RJResearch](/creator/x/RJResearch) 2025-10-17T20:17Z 1694 followers, XXX engagements


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


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