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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1097 followers
Created: 2025-06-07 13:03:29 UTC


$NA 20250528-Barclays-National Bank of Canada (NA) 2Q25 EPS REVIEW: 2025 outlook unchanged, tracking ah
$CRM Inc. (CRM) Better Q1 cRPO and FX Benefits Should Help Shares
$ITOS 20250528-Wells Fargo-iTeos Therapeutics. Inc. (ITOS) The Company Intends to Wind Down Operations; D
$CRM 20250528-Wells (CRM) 1Q Results—Not Much Changed
$BURL 20250529-Barclays-Burlington Stores, Inc. (BURL) 1Q25 Review: Executing on Burl XXX in an Uncertain
$EKTAb 20250529-Barclays-Elekta AB (EKTAb) Q4 Review: US orders an overhang
$IOSn 20250529-Barclays-IONOS (IOSn) Still bullish post rally– stay OW
$KSS 20250529-Barclays-Kohl's Corp (KSS) 1Q25 Review: Keep On Keeping On
$MRVL 20250529-Barclays-Marvell Technology Group, Ltd (MRVL) T3 Jump Ball, Optical Slows Some in July
$VARE 20250529-CITI-Varroc Engineering  (VARE)  4QFY25 Results Above Estimates
$ADNA 20250529-Jefferies-Adani Group (ADNA) FY25_Year of Consolidation
$BJAUT 20250529-Jefferies-Bajaj Auto Limited  (BJAUT) Decent 4Q
$MRVL 20250529-Jefferies-Marvell Technology Group Ltd.  (MRVL) More Trn3 Confidence but Don’t See It Shif
$PTGX 20250529-Jefferies-Protagonist Therapeutics (PTGX) :[ASCO25 Preview] Rusfertide Ph3 Polycythemia Ve
$CRC 20250530-Barclays-California Resources Corp. (CRC) California Reality Check_Takeaways from NDR in E
$CLN 20250530-Barclays-Clariant (CLN) Themes from ethylene damages claims so far. JMAT sale sparks a valu
$ESTC 20250530-Barclays-Elastic N.V. (ESTC) Level_Set FY26 Numbers Provide an Achievable Bar for Beats an
$SLM 20250530-Barclays-SLM Corp. (SLM) Legislative Changes to Federal Student Lending Coming to Fruition
$TSCO 20250530-Barclays-Tesco (TSCO) 1Q2526 sales preview (12 June)
$VAL 20250530-Barclays-Valterra Platinum Ltd. (VAL) Balancing near_term flowback risks vs inflection in
$AEO 20250530-CITI-American Eagle Outfitters  (AEO)  1Q Very Weak; 2Q Not Looking Much Better wBoth Bran
$DELL 20250530-CITI-Dell Technologies  (DELL)  Management Callback Recap
$ITGR 20250530-CITI-Integer Holding (ITGR) Updating Company Description
$LBRDK 20250530-CITI-Liberty Broadband Corp. Class C   (LBRDK)   Updating Our LBRDK Model
$MRVL 20250530-CITI-Marvell Technology Inc  (MRVL) Trainium Programs Remain on Track
$7011 20250530-CITI-Mitsubishi Heavy Industries  (7011) Remains a Buy: All fine at record high cruising al
$ULTA 20250530-J.P. Morgan- Ulta Beauty Inc (ULTA)  Improving Story Gets Even Better; Key Mgmt Takes;  R
$ATS 20250530-J.P. Morgan-ATS Corp (ATS) :F4Q Wrap and Model Update
$BAJA 20250530-J.P. Morgan-Bajaj Auto (BAJA) :Lack of volume outperformance could weigh on valuations; do
$CWY 20250530-J.P. Morgan-Cleanaway Waste Management Ltd and SGH Ltd (CWY) Transfer of Coverage
$CMC 20250530-J.P. Morgan-Commercial Metals Company (CMC) Rebar_king on a New Journey: CMC’s Balancing A
$7186 20250530-J.P. Morgan-Concordia Financial Group  (7186)  Large share buybacks likely; maintaining Ove
$FALABELLA 20250530-J.P. Morgan-Falabella (FALABELLA) April Chile Bank Data – Starting 2Q25E With a Good Print
$LOT 20250530-J.P. Morgan-Lotus Resources (LOT) Next uranium producer, but execution risks elevated & va
$MNG 20250530-J.P. Morgan-M&G plc (MNG) Raising our price target after the Dai_ichi Life deal, and reiter
$RRHI 20250530-J.P. Morgan-Robinsons Retail Holdings (RRHI) :Buys back 22% stake from Dairy Farm; remain 
$TOTS3 20250530-J.P. Morgan-Totvs (TOTS3) Boosting PT to R$46 on Higher LT Growth, on Successful Increase 
$600745 20250530-J.P. Morgan-Wingtech Tech _A (600745) Profitability burden to be removed, valuation attractiv
$000425 20250530-J.P. Morgan-XCMG_A9 (000425) Harnessing cyclical opportunities for value and growth, model up
$XYL 20250530-J.P. Morgan-Xylem (XYL) A Winner in the World of Water; Initiating Coverage at Overweight
$ZYME 20250530-J.P. Morgan-zymeworks (ZYME) Thinking Through the Push and Pull in the Upcoming GEA Readou
$ONC 20250530-Jefferies-BeOne  (ONC) Weekly BTKi Rx Tracker Ended 0523; BeiGene is Now Officially BeOne
$INCY 20250530-Jefferies-Incyte Corp.  (INCY) Opzelura Scripts Tracker Ended 0523: TRx Grew +3% and NRx G
$INDIGO 20250530-Jefferies-IndiGo (INDIGO) :The Juggernaut Continues
$MLTX 20250530-Jefferies-MoonLake Immunotherapeutics (MLTX) IL_1723 mAbs Scripts Tracker Ended 0523; Bimz
$NYAX 20250530-Jefferies-Nayax (NYAX) PT up on Increased Confidence in Margins. Roadshow Feedback.
$PEPL 20250530-Jefferies-Prestige Estates Projects Ltd  (PEPL) FY26 Outlook _ Reclaiming Growth Pace
$REGN 20250530-Jefferies-Regeneron Pharmaceuticals (REGN) :REGN: Thoughts on IL_33 miss in COPD
$8136 20250530-Jefferies-Sanrio (8136) Global Licensing Expo
$SRE 20250530-Jefferies-Sempra Energy  (SRE) Proof is in the Proceeds: SIP sale key to restoring managem

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XXXXX engagements

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[eps](/topic/eps)
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[bank of](/topic/bank-of)
[$na](/topic/$na)
[nano labs](/topic/nano-labs)

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WhatMarketMind Avatar WhatMarketMinds @WhatMarketMind on x 1097 followers Created: 2025-06-07 13:03:29 UTC

$NA 20250528-Barclays-National Bank of Canada (NA) 2Q25 EPS REVIEW: 2025 outlook unchanged, tracking ah $CRM Inc. (CRM) Better Q1 cRPO and FX Benefits Should Help Shares $ITOS 20250528-Wells Fargo-iTeos Therapeutics. Inc. (ITOS) The Company Intends to Wind Down Operations; D $CRM 20250528-Wells (CRM) 1Q Results—Not Much Changed $BURL 20250529-Barclays-Burlington Stores, Inc. (BURL) 1Q25 Review: Executing on Burl XXX in an Uncertain $EKTAb 20250529-Barclays-Elekta AB (EKTAb) Q4 Review: US orders an overhang $IOSn 20250529-Barclays-IONOS (IOSn) Still bullish post rally– stay OW $KSS 20250529-Barclays-Kohl's Corp (KSS) 1Q25 Review: Keep On Keeping On $MRVL 20250529-Barclays-Marvell Technology Group, Ltd (MRVL) T3 Jump Ball, Optical Slows Some in July $VARE 20250529-CITI-Varroc Engineering (VARE) 4QFY25 Results Above Estimates $ADNA 20250529-Jefferies-Adani Group (ADNA) FY25_Year of Consolidation $BJAUT 20250529-Jefferies-Bajaj Auto Limited (BJAUT) Decent 4Q $MRVL 20250529-Jefferies-Marvell Technology Group Ltd. (MRVL) More Trn3 Confidence but Don’t See It Shif $PTGX 20250529-Jefferies-Protagonist Therapeutics (PTGX) :[ASCO25 Preview] Rusfertide Ph3 Polycythemia Ve $CRC 20250530-Barclays-California Resources Corp. (CRC) California Reality Check_Takeaways from NDR in E $CLN 20250530-Barclays-Clariant (CLN) Themes from ethylene damages claims so far. JMAT sale sparks a valu $ESTC 20250530-Barclays-Elastic N.V. (ESTC) Level_Set FY26 Numbers Provide an Achievable Bar for Beats an $SLM 20250530-Barclays-SLM Corp. (SLM) Legislative Changes to Federal Student Lending Coming to Fruition $TSCO 20250530-Barclays-Tesco (TSCO) 1Q2526 sales preview (12 June) $VAL 20250530-Barclays-Valterra Platinum Ltd. (VAL) Balancing near_term flowback risks vs inflection in $AEO 20250530-CITI-American Eagle Outfitters (AEO) 1Q Very Weak; 2Q Not Looking Much Better wBoth Bran $DELL 20250530-CITI-Dell Technologies (DELL) Management Callback Recap $ITGR 20250530-CITI-Integer Holding (ITGR) Updating Company Description $LBRDK 20250530-CITI-Liberty Broadband Corp. Class C (LBRDK) Updating Our LBRDK Model $MRVL 20250530-CITI-Marvell Technology Inc (MRVL) Trainium Programs Remain on Track $7011 20250530-CITI-Mitsubishi Heavy Industries (7011) Remains a Buy: All fine at record high cruising al $ULTA 20250530-J.P. Morgan- Ulta Beauty Inc (ULTA) Improving Story Gets Even Better; Key Mgmt Takes; R $ATS 20250530-J.P. Morgan-ATS Corp (ATS) :F4Q Wrap and Model Update $BAJA 20250530-J.P. Morgan-Bajaj Auto (BAJA) :Lack of volume outperformance could weigh on valuations; do $CWY 20250530-J.P. Morgan-Cleanaway Waste Management Ltd and SGH Ltd (CWY) Transfer of Coverage $CMC 20250530-J.P. Morgan-Commercial Metals Company (CMC) Rebar_king on a New Journey: CMC’s Balancing A $7186 20250530-J.P. Morgan-Concordia Financial Group (7186) Large share buybacks likely; maintaining Ove $FALABELLA 20250530-J.P. Morgan-Falabella (FALABELLA) April Chile Bank Data – Starting 2Q25E With a Good Print $LOT 20250530-J.P. Morgan-Lotus Resources (LOT) Next uranium producer, but execution risks elevated & va $MNG 20250530-J.P. Morgan-M&G plc (MNG) Raising our price target after the Dai_ichi Life deal, and reiter $RRHI 20250530-J.P. Morgan-Robinsons Retail Holdings (RRHI) :Buys back 22% stake from Dairy Farm; remain $TOTS3 20250530-J.P. Morgan-Totvs (TOTS3) Boosting PT to R$46 on Higher LT Growth, on Successful Increase $600745 20250530-J.P. Morgan-Wingtech Tech _A (600745) Profitability burden to be removed, valuation attractiv $000425 20250530-J.P. Morgan-XCMG_A9 (000425) Harnessing cyclical opportunities for value and growth, model up $XYL 20250530-J.P. Morgan-Xylem (XYL) A Winner in the World of Water; Initiating Coverage at Overweight $ZYME 20250530-J.P. Morgan-zymeworks (ZYME) Thinking Through the Push and Pull in the Upcoming GEA Readou $ONC 20250530-Jefferies-BeOne (ONC) Weekly BTKi Rx Tracker Ended 0523; BeiGene is Now Officially BeOne $INCY 20250530-Jefferies-Incyte Corp. (INCY) Opzelura Scripts Tracker Ended 0523: TRx Grew +3% and NRx G $INDIGO 20250530-Jefferies-IndiGo (INDIGO) :The Juggernaut Continues $MLTX 20250530-Jefferies-MoonLake Immunotherapeutics (MLTX) IL_1723 mAbs Scripts Tracker Ended 0523; Bimz $NYAX 20250530-Jefferies-Nayax (NYAX) PT up on Increased Confidence in Margins. Roadshow Feedback. $PEPL 20250530-Jefferies-Prestige Estates Projects Ltd (PEPL) FY26 Outlook _ Reclaiming Growth Pace $REGN 20250530-Jefferies-Regeneron Pharmaceuticals (REGN) :REGN: Thoughts on IL_33 miss in COPD $8136 20250530-Jefferies-Sanrio (8136) Global Licensing Expo $SRE 20250530-Jefferies-Sempra Energy (SRE) Proof is in the Proceeds: SIP sale key to restoring managem

XXXXX engagements

Engagements Line Chart

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