[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @RJResearch Raymond James Equity Research Raymond James Equity Research posts on X about sentiment, $rblx, $tho, $patk the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1055892935038984192/interactions)  - X Week XXXXX +203% - X Month XXXXXX -XX% - X Months XXXXXX +36% - X Year XXXXXXX +76% ### Mentions: XX [#](/creator/twitter::1055892935038984192/posts_active)  - X Week XX +15% - X Month XX -XXXX% - X Months XXX +8.80% - X Year XXX +65% ### Followers: XXXXX [#](/creator/twitter::1055892935038984192/followers)  - X Week XXXXX +0.24% - X Month XXXXX +1.60% - X Months XXXXX +10% - X Year XXXXX +23% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1055892935038984192/influencer_rank)  ### Social Influence [#](/creator/twitter::1055892935038984192/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [sentiment](/topic/sentiment) 0.73%, [$rblx](/topic/$rblx) 0.49%, [$tho](/topic/$tho) 0.49%, [$patk](/topic/$patk) 0.49%, [$lcii](/topic/$lcii) #1, [has been](/topic/has-been) 0.49%, [$3288t](/topic/$3288t) 0.49%, [$cwh](/topic/$cwh) #1, [$wgo](/topic/$wgo) 0.49%, [greg](/topic/greg) XXXX% **Top accounts mentioned or mentioned by** [@artsstocks](/creator/undefined) [@moneymoverscnbc](/creator/undefined) **Top assets mentioned** [Roblox, Corp. (RBLX)](/topic/$rblx) [Thor Industries, Inc. (THO)](/topic/$tho) [Patrick Industries Inc (PATK)](/topic/$patk) [LCI Industries (LCII)](/topic/$lcii) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [American Homes X Rent (AMH)](/topic/$amh) [Invitation Homes, Inc. (INVH)](/topic/$invh) [Kemper Corporation (KMPR)](/topic/$kmpr) [The Baldwin Insurance Group, Inc. Class A Common Stock (BWIN)](/topic/$bwin) [HUB Group Inc (HUBG)](/topic/$hubg) [UNIPOLY (UNP)](/topic/$unp) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Ball, Corp. (BALL)](/topic/$ball) [Crown Holdings, Inc. (CCK)](/topic/$cck) [Polaris Inc. (PII)](/topic/$pii) [Harley-Davidson, Inc. (HOG)](/topic/$hog) [Forward Air Corp (FWRD)](/topic/$fwrd) [Shakita Inu (SHAK)](/topic/$shak) [Wing Finance (WING)](/topic/$wing) [Corpay, Inc. (CPAY)](/topic/$cpay) [Fiserv, Inc. (FI)](/topic/$fi) [Dyne Therapeutics, Inc. Common Stock (DYN)](/topic/$dyn) [Cream (CRM)](/topic/$crm) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Electronic Arts Inc. (EA)](/topic/$ea) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Jabil, Inc. (JBL)](/topic/$jbl) [Hartford Financial Services Group Inc (HIG)](/topic/$hig) [ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Cummins Inc. (CMI)](/topic/$cmi) [AurusX (AX)](/topic/$ax) [Dycom Industries, Inc. (DY)](/topic/$dy) [LPL Financial Holdings, Inc. (LPLA)](/topic/$lpla) [Azenta, Inc. (AZTA)](/topic/$azta) [Ciena Corporation (CIEN)](/topic/$cien) [Coherent Inc (COHR)](/topic/$cohr) [Cisco Systems Inc (CSCO)](/topic/$csco) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Nokia Corporation (NOK)](/topic/$nok) [Rayonier Inc. (RYN)](/topic/$ryn) [PotlatchDeltic Corporation Common Stock (PCH)](/topic/$pch) [HCA Healthcare Inc (HCA)](/topic/$hca) [Tenet Healthcare Corporation New (THC)](/topic/$thc) [Radiant Capital (RDNT)](/topic/$rdnt) [Acadia Healthcare Company, Inc. (ACHC)](/topic/$achc) [Encompass Health Corporation Common Stock (EHC)](/topic/$ehc) [Reinsurance Group of America, Inc. (RGA)](/topic/$rga) [Bridge Mutual (BMI)](/topic/$bmi) [Xylem Inc (XYL)](/topic/$xyl) [Hawkins Inc (HWKN)](/topic/$hwkn) [Veralto Corporation (VLTO)](/topic/$vlto) [Ecolab Inc. (ECL)](/topic/$ecl) ### Top Social Posts [#](/creator/twitter::1055892935038984192/posts) --- Top posts by engagements in the last XX hours "Buck Horne published "Residential REITsRefreshing SFR Estimates" with emphasis on $INVH and $AMH as "proven and battle-tested platforms that can deliver outstanding results even in times of economic stress"" [X Link](https://x.com/RJResearch/status/1960436065669361908) [@RJResearch](/creator/x/RJResearch) 2025-08-26T20:15Z 1691 followers, XXX engagements "Justin Jenkins published "Integrated Oil and Gas3Q25 Earnings Preview: Oil Majors Hold Steady Amid Macro Uncertainty" along with "Independent RefinersOct. 2025 Crack Check: 3Q25 Earnings Preview Will Refining Momentum Hold"" [X Link](https://x.com/RJResearch/status/1979280528311284185) [@RJResearch](/creator/x/RJResearch) 2025-10-17T20:17Z 1693 followers, XX engagements "Digital Media analyst Andrew Marok published on $RBLX "Bookings Per Hour Framework Points to Strong 3Q" after the company saw explosive growth from Grow A Garden in 2Q accelerate per our checks as more experiences gain significant audience traction" [X Link](https://x.com/RJResearch/status/1978136468741664900) [@RJResearch](/creator/x/RJResearch) 2025-10-14T16:31Z 1691 followers, XXX 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) [@RJResearch](/creator/x/RJResearch) 2025-09-26T13:31Z 1691 followers, XXX engagements "Greg Peters published on $KMPR following results that caused him to lower estimates as management works through elevated competition in Non-Standard Personal Auto along with $BWIN where he lowered numbers as they switch to the reciprocal exchange" [X Link](https://x.com/RJResearch/status/1953543208551510220) [@RJResearch](/creator/x/RJResearch) 2025-08-07T19:46Z 1691 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 1691 followers, XXX engagements "Josh Beck published on $AMZN "AWS Accel: Bull/Bear Debate Analysis Suggests Still a Show Me' Story" having run an in-depth AWS analysis framing out growth scenarios" [X Link](https://x.com/RJResearch/status/1978548185032249475) [@RJResearch](/creator/x/RJResearch) 2025-10-15T19:47Z 1692 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 1691 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 1692 followers, XXX engagements "Leisure Products analyst Joe Altobello is out with his dealer surveys on $PII and $HOG gauging demand and indicating N.A. retail sales up XX% y/y at Polaris and U.S. retail down X% y/y at Harley" [X Link](https://x.com/RJResearch/status/1978193260431511843) [@RJResearch](/creator/x/RJResearch) 2025-10-14T20:16Z 1692 followers, 2220 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 1692 followers, XXX engagements "John Davis published $CPAY "Quick Thoughts on Alpha Group Deal" a B2B cross-border/FX solutions business with discussion of strategic rationale and accretion estimates along with $FI "Penalty Box" following mixed F2Q results with focus on Merchant growth" [X Link](https://x.com/RJResearch/status/1948466367176343813) [@RJResearch](/creator/x/RJResearch) 2025-07-24T19:32Z 1692 followers, XXX engagements "Marty Auster published "BiotechnologyA Real Step Forward in DMD Outlook for Next-Gen Exon Skippers Ahead of 4Q Catalysts" and his analysis that these exon-skippers can drive US market growth with DYNE-251 serving as a re-rating catalyst for $DYN" [X Link](https://x.com/RJResearch/status/1959975769901322725) [@RJResearch](/creator/x/RJResearch) 2025-08-25T13:46Z 1691 followers, XXX engagements "Banks analyst Joe Yanchunis initiated coverage of Cass Information Systems $CASS "Fundamental Setup Poised to Drive EPS Growth"" [X Link](https://x.com/RJResearch/status/1945132888292212748) [@RJResearch](/creator/x/RJResearch) 2025-07-15T14:46Z 1691 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 1692 followers, XXX engagements "EMS analyst Melissa Fairbanks published on $JBL "F4Q25: Another Strong Beat/Raise Led by AI-Driven Strength" as the company delivered another Q of solid revenue growth (10% above the midpoint of guidance) driven by sequential growth across all X business segments" [X Link](https://x.com/RJResearch/status/1971568396924867026) [@RJResearch](/creator/x/RJResearch) 2025-09-26T13:31Z 1691 followers, XXX 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) [@RJResearch](/creator/x/RJResearch) 2025-09-26T13:16Z 1691 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 1692 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 1691 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 1691 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 1692 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 1692 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 1691 followers, XXX engagements "Andrew Cooper published $AZTA "Notes From the Road: Near- & Long-Term Actions Underway Investor Day to Add More Detail Soon" with focus on management's confidence in the long-term despite a noisy macro in light of numerous secular tailwinds" [X Link](https://x.com/RJResearch/status/1965853048888070216) [@RJResearch](/creator/x/RJResearch) 2025-09-10T19:01Z 1691 followers, XXX engagements "Simon Leopold published "Data InfrastructureAsia Tech Tour Highlights (September 2025)" having met XX supply chain cos and industry contacts in Taiwan/Korea and "Data InfrastructureOptical Smorgasbord ECOC 2025" $AAOI $CIEN $COHR $CSCO $LITE $NOK" [X Link](https://x.com/RJResearch/status/1974131474912682183) [@RJResearch](/creator/x/RJResearch) 2025-10-03T15:16Z 1691 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 1691 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 "John Ransom published "Healthcare3Q25 Provider Preview: Bullish Set Up for Hospitals/Post-Acute" with survey data on volumes and outlooks for $HCA $THC $ACHC $EHC $RDNT $AVAH and $ADUS with HCA kicking off earnings on Friday 10/24" [X Link](https://x.com/RJResearch/status/1979280527635997080) [@RJResearch](/creator/x/RJResearch) 2025-10-17T20:17Z 1693 followers, 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 "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 1692 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@RJResearch Raymond James Equity Research
Raymond James Equity Research posts on X about sentiment, $rblx, $tho, $patk the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +203%
- X Month XXXXXX -XX%
- X Months XXXXXX +36%
- X Year XXXXXXX +76%
Mentions: XX #
- X Week XX +15%
- X Month XX -XXXX%
- X Months XXX +8.80%
- X Year XXX +65%
Followers: XXXXX #
- X Week XXXXX +0.24%
- X Month XXXXX +1.60%
- X Months XXXXX +10%
- X Year XXXXX +23%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXX% cryptocurrencies XXXX% technology brands XXXX% currencies XXXX% countries XXXX%
Social topic influence sentiment 0.73%, $rblx 0.49%, $tho 0.49%, $patk 0.49%, $lcii #1, has been 0.49%, $3288t 0.49%, $cwh #1, $wgo 0.49%, greg XXXX%
Top accounts mentioned or mentioned by @artsstocks @moneymoverscnbc
Top assets mentioned Roblox, Corp. (RBLX) Thor Industries, Inc. (THO) Patrick Industries Inc (PATK) LCI Industries (LCII) Brighthouse Financial, Inc. (BHF) American Homes X Rent (AMH) Invitation Homes, Inc. (INVH) Kemper Corporation (KMPR) The Baldwin Insurance Group, Inc. Class A Common Stock (BWIN) HUB Group Inc (HUBG) UNIPOLY (UNP) Norfolk Southern Corp. (NSC) Amazon.com, Inc. (AMZN) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Ball, Corp. (BALL) Crown Holdings, Inc. (CCK) Polaris Inc. (PII) Harley-Davidson, Inc. (HOG) Forward Air Corp (FWRD) Shakita Inu (SHAK) Wing Finance (WING) Corpay, Inc. (CPAY) Fiserv, Inc. (FI) Dyne Therapeutics, Inc. Common Stock (DYN) Cream (CRM) Manhattan Associates, Inc. (MANH) Electronic Arts Inc. (EA) Take-Two Interactive Software, Inc. (TTWO) Jabil, Inc. (JBL) Hartford Financial Services Group Inc (HIG) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Cummins Inc. (CMI) AurusX (AX) Dycom Industries, Inc. (DY) LPL Financial Holdings, Inc. (LPLA) Azenta, Inc. (AZTA) Ciena Corporation (CIEN) Coherent Inc (COHR) Cisco Systems Inc (CSCO) Lumentum Holdings Inc. Common Stock (LITE) Nokia Corporation (NOK) Rayonier Inc. (RYN) PotlatchDeltic Corporation Common Stock (PCH) HCA Healthcare Inc (HCA) Tenet Healthcare Corporation New (THC) Radiant Capital (RDNT) Acadia Healthcare Company, Inc. (ACHC) Encompass Health Corporation Common Stock (EHC) Reinsurance Group of America, Inc. (RGA) Bridge Mutual (BMI) Xylem Inc (XYL) Hawkins Inc (HWKN) Veralto Corporation (VLTO) Ecolab Inc. (ECL)
Top Social Posts #
Top posts by engagements in the last XX hours
"Buck Horne published "Residential REITsRefreshing SFR Estimates" with emphasis on $INVH and $AMH as "proven and battle-tested platforms that can deliver outstanding results even in times of economic stress""
X Link @RJResearch 2025-08-26T20:15Z 1691 followers, XXX engagements
"Justin Jenkins published "Integrated Oil and Gas3Q25 Earnings Preview: Oil Majors Hold Steady Amid Macro Uncertainty" along with "Independent RefinersOct. 2025 Crack Check: 3Q25 Earnings Preview Will Refining Momentum Hold""
X Link @RJResearch 2025-10-17T20:17Z 1693 followers, XX engagements
"Digital Media analyst Andrew Marok published on $RBLX "Bookings Per Hour Framework Points to Strong 3Q" after the company saw explosive growth from Grow A Garden in 2Q accelerate per our checks as more experiences gain significant audience traction"
X Link @RJResearch 2025-10-14T16:31Z 1691 followers, XXX 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 @RJResearch 2025-09-26T13:31Z 1691 followers, XXX engagements
"Greg Peters published on $KMPR following results that caused him to lower estimates as management works through elevated competition in Non-Standard Personal Auto along with $BWIN where he lowered numbers as they switch to the reciprocal exchange"
X Link @RJResearch 2025-08-07T19:46Z 1691 followers, XXX engagements
"Transport analysts Tyler Brown and David Hicks published on $HUBG seeing the company as uniquely positioned to benefit from the $UNP $NSC merger and also published their TL LTL Intermodal and Rail 3Q25 Preview"
X Link @RJResearch 2025-10-14T16:30Z 1691 followers, XXX engagements
"Josh Beck published on $AMZN "AWS Accel: Bull/Bear Debate Analysis Suggests Still a Show Me' Story" having run an in-depth AWS analysis framing out growth scenarios"
X Link @RJResearch 2025-10-15T19:47Z 1692 followers, XXX engagements
"Gary Nachman published $IONS "Innovation Day Highlights Good Progress Commercially and Across Neuro/CV Pipeline; Raising PT" following the Innovation Day that featured an in-depth review of the key value drivers across the portfolio"
X Link @RJResearch 2025-10-09T19:47Z 1691 followers, XXX engagements
"Matt Roberts published "PackagingBevCan You Dig It" Initiating Coverage of $AMBP $BALL and $CCK with analysis of the beverage can market and end-markets they serve and effects on respective growth rates tailwinds and capital allocation philosophies"
X Link @RJResearch 2025-10-16T14:31Z 1692 followers, XXX engagements
"Leisure Products analyst Joe Altobello is out with his dealer surveys on $PII and $HOG gauging demand and indicating N.A. retail sales up XX% y/y at Polaris and U.S. retail down X% y/y at Harley"
X Link @RJResearch 2025-10-14T20:16Z 1692 followers, 2220 engagements
"Brian Vaccaro published "Restaurants3Q Preview: Expect Noisy 3Q; Sentiment Overly Negative." with focus on traffic & sales trends for the space and focus on favorable setups for $SHAK $FWRD and $WING"
X Link @RJResearch 2025-10-16T14:31Z 1692 followers, XXX engagements
"John Davis published $CPAY "Quick Thoughts on Alpha Group Deal" a B2B cross-border/FX solutions business with discussion of strategic rationale and accretion estimates along with $FI "Penalty Box" following mixed F2Q results with focus on Merchant growth"
X Link @RJResearch 2025-07-24T19:32Z 1692 followers, XXX engagements
"Marty Auster published "BiotechnologyA Real Step Forward in DMD Outlook for Next-Gen Exon Skippers Ahead of 4Q Catalysts" and his analysis that these exon-skippers can drive US market growth with DYNE-251 serving as a re-rating catalyst for $DYN"
X Link @RJResearch 2025-08-25T13:46Z 1691 followers, XXX engagements
"Banks analyst Joe Yanchunis initiated coverage of Cass Information Systems $CASS "Fundamental Setup Poised to Drive EPS Growth""
X Link @RJResearch 2025-07-15T14:46Z 1691 followers, XXX engagements
"Brian Peterson published $CRM "Bears Sleep With One Eye Open Increased Confidence in Growth Acceleration" along with $MANH "3Q25 Preview Betting on Next Year's Favorite 2026 Acceleration in Focus""
X Link @RJResearch 2025-10-16T14:31Z 1693 followers, XXX engagements
"Andrew Marok published "Digital MediaInteractive Entertainment 3Q25 Quarterly Preview" with checks and set-up calls into the quarter for $EA $RBLX and $TTWO"
X Link @RJResearch 2025-10-16T14:31Z 1692 followers, XXX engagements
"EMS analyst Melissa Fairbanks published on $JBL "F4Q25: Another Strong Beat/Raise Led by AI-Driven Strength" as the company delivered another Q of solid revenue growth (10% above the midpoint of guidance) driven by sequential growth across all X business segments"
X Link @RJResearch 2025-09-26T13:31Z 1691 followers, XXX 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 @RJResearch 2025-09-26T13:16Z 1691 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 @RJResearch 2025-10-15T19:47Z 1692 followers, XXX engagements
"Machinery analyst Tim Thein published on $ALSN "Speeding Through Speedway; Takeaways From HQ Visit" and $CMI "Factory (Re) Visit Highlights Power Gen / Industrial Growth Potential" with takeaways after respective company visits"
X Link @RJResearch 2025-08-20T14:31Z 1691 followers, XXX engagements
"Wilma Burdis published $BHF "New COO and CAO" following BHF's announcement that it had appointed people to those previously open positions with her takes on how the appointments could offer continuity to a potential acquirer"
X Link @RJResearch 2025-09-03T14:31Z 1691 followers, XXX engagements
"Banks analyst David Feaster published on $AX "Acquires Verdant Strengthening Equipment Leasing Capabilities" following this morning's announced acquisition of Verdant Commercial Capital (VCC) the 6th largest independent equipment finance company in the U.S"
X Link @RJResearch 2025-09-23T15:01Z 1692 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 @RJResearch 2025-08-21T21:01Z 1692 followers, XXX engagements
"Wilma Burdis published on $LPLA with the stock trading at 14.1x '26 EPS or roughly in line with its 3-yr average of 14.4x with the Commonwealth acquisition a boost to earnings prospects with more focus on G&A under the new CEO"
X Link @RJResearch 2025-10-09T19:47Z 1691 followers, XXX engagements
"Andrew Cooper published $AZTA "Notes From the Road: Near- & Long-Term Actions Underway Investor Day to Add More Detail Soon" with focus on management's confidence in the long-term despite a noisy macro in light of numerous secular tailwinds"
X Link @RJResearch 2025-09-10T19:01Z 1691 followers, XXX engagements
"Simon Leopold published "Data InfrastructureAsia Tech Tour Highlights (September 2025)" having met XX supply chain cos and industry contacts in Taiwan/Korea and "Data InfrastructureOptical Smorgasbord ECOC 2025" $AAOI $CIEN $COHR $CSCO $LITE $NOK"
X Link @RJResearch 2025-10-03T15:16Z 1691 followers, XXX engagements
"Wilma Burdis published on $BHF "Greenlight Capital Opines: Just Say Yes'" after Greenlight Capital (which cites it owns XXX% of BHF) issued a letter recommending BHF's board accept Aquarian's reported takeout offer of "around $70" per share"
X Link @RJResearch 2025-09-23T15:01Z 1691 followers, XXX engagements
"Buck Horne published "Timber REITsRYN/PCH Merger; Investors Totally Underwhelmed But We Thinks It's the Right Move;" following their announcement to combine in an all-stock merger creating the 2nd-largest timber REIT and wood products company in NA. $RYN $PCH"
X Link @RJResearch 2025-10-17T20:18Z 1693 followers, XXX engagements
"John Ransom published "Healthcare3Q25 Provider Preview: Bullish Set Up for Hospitals/Post-Acute" with survey data on volumes and outlooks for $HCA $THC $ACHC $EHC $RDNT $AVAH and $ADUS with HCA kicking off earnings on Friday 10/24"
X Link @RJResearch 2025-10-17T20:17Z 1693 followers, XX engagements
"Wilma Burdis published on $RGA and "rising risk factors" for the name with its comparability to companies with combinations of spread-based businesses and mortality exposure with new lower estimates & valuation analysis and estimates of excess capital"
X Link @RJResearch 2025-10-17T19:32Z 1693 followers, XX engagements
"Bobby Zolper published "WaterNotes From WEFTEC: $BMI $XYL $HWKN $VLTO $ECL " to highlight discussions with the different managements/teams with commentary on tone of business competitive dynamics etc"
X Link @RJResearch 2025-10-02T16:06Z 1692 followers, XXX engagements