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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: 2025-06-25 12:54:37 UTC


$A 20250529-Wells Fargo-Agilent Technologies， Inc (A) Key Takeaways from 2Q25
$PATH 20250529-Wells Fargo-UiPath， Inc (PATH) 1Q Results—Clearing a Lower Bar
$ULTA 20250529-Wells Fargo-Ulta Beauty， Inc. (ULTA) Solid 1Q Results w Conservative FY Plan Embedded； Rai
$VVV 20250529-Wells Fargo-Valvoline， Inc. (VVV) HQ Visit Takes； Competitive Advantages on Display with L
$ZS 20250529-Wells Fargo-Zscaler， Inc. (ZS) Solid 3Q25 Results as Zscaler Pivots Toward a Platform； Rai
$MRK 20250531-Jefferies-Merck (MRK) MRK： Thoughts on Sac_TMT 1L TNBC Data at ASCO
$IMTX 20250601-Jefferies-Immatics N.V.  (IMTX) PRAME TCRT Shows Con't (+) Data in Melanoma； More Mel + So
$AAPL 20250602-Evercore ISI-Apple Inc (AAPL) EVR Monthly App Store Update No Sign of Impact From Epic Rul
$BNTX 20250602-Evercore ISI-BioNTech SE (BNTX) BMY Partnership Looks Attractive on Multiple Fronts
$CAH 20250602-Evercore ISI-Cardinal Health (CAH) Investor Day Preview_ 12_14％ EPS CAGR Continues wPharma
$CDW 20250602-Evercore ISI-CDW Corporation (CDW) Thinking Through WSJ Article of Fed Risk. Stock Reactio
$EXAS 20250602-Evercore ISI-Exact Sciences Corporation (EXAS) Our thoughts on NCCN update of CRC screenin
$NVCR 20250602-Evercore ISI-NovoCure Limited (NVCR) PANOVA_3 ppt at ASCO looks clean…should be set stage 
$SNOW 20250602-Evercore ISI-Snowflake， Inc.  (SNOW)  (SNOW)  Thoughts Into Snowflake Summit & A_Day
$VERA 20250602-Evercore ISI-Vera Therapeutics， Inc (VERA) Ataicept exceeds expectations with 4_handle red
$VRE 20250602-Evercore ISI-Veris Residential Inc (VRE) Showing Tech_Enabled Operating Platform
$WST 20250602-Evercore ISI-West Pharmaceutical Services， Inc (WST) See no readthrough from peer update o
$SAIC 20250602-Jefferies-SAIC (SAIC) Quick Take： Top Line Beat， Profit Miss on Investment wGuide Unchange
$PFE 20250603-Jefferies-Pfizer (PFE) PFE： Thoughts on B6A ADC & potential synergy with PDL1
$ALVO 20250604-Deutsche Bank-Alvotech (ALVO) Post Q1：Waiting for the Northern Lights to reappear
$AMGN 20250604-Deutsche Bank-Amgen (AMGN) Key Takes from June Broker Conference
$RDC 20250604-Deutsche Bank-BRedcare Pharmacy (RDC) Our take on today’s discussion on the CardLink solut
$DSCV 20250604-Deutsche Bank-DiscoverIE Group PLC (DSCV) Margin strength reflected in increased MT targe
$GMAB 20250604-Deutsche Bank-Genmab (GMAB) Hitting the pedal on Rina_S： ASCO review， call takes & further
$HOLN 20250604-Deutsche Bank-Holcim (HOLN) Entering the brave new world_Amrize feedback
$ROG 20250604-Deutsche Bank-Roche (ROG) Diagnostics day feedback
$ENR1n 20250604-Deutsche Bank-Siemens Energy (ENR1n) X catalysts before year end
$VOES 20250604-Deutsche Bank-Voestalpine (VOES) Q4 solid – New capex ceiling supports FCF； Buy
$PIK 20250604-HSBC-Pick n Pay  (PIK) Hold： Revival is an uphill battle
$ASAN 20250604-Jefferies-Asana (ASAN) ：Not Enough AI To Offset Real Life Macro
$GILD 20250604-Jefferies-Gilead Sciences， Inc.  (GILD) Takeaways from mgmt dinner _ we remain positive in
$AIR 20250605-CITI-Airbus SE  (AIR)  May Deliveries and First Flights – Lagging Behind (But “Gliders” Ex
$FLYW 20250605-CITI-Flywire Corporation  (FLYW)  Model Update
$OSK 20250605-CITI-Oshkosh Corporation (OSK) Investor Day Takeaways
$RAIL3 20250605-CITI-Rumo SA  (RAIL3)  Deciding to Resign from Its 50％ Stake Sale in T39 Terminal
$ATEC 20250606-Barclays-Alphatec Holdings， Inc. (ATEC) Updating Our Estimates， Maintaining Our $XX Price 
$ANET 20250606-Barclays-Arista Networks， Inc. (ANET) ANET NDR Takeaways
$BLCO 20250606-Barclays-Bausch + Lomb (BLCO)  Mgmt ‘Makes It Official，’ Expects to Offset Tariff Impact， 
$BA 20250606-Barclays-Boeing Co. (BA) XXX Dreamlifter Tracker–Three Deliveries So Far in June (Two Japa
$AVGO 20250606-Barclays-Broadcom Inc. (AVGO) Clear Line of Sight
$BFb 20250606-Barclays-Brown_Forman (BFb)  Stoking Structural Debate
$CAN 20250606-Barclays-Canal+ (CAN) A 10％ of market cap FCF one_off
$LULU 20250606-Barclays-lululemon athletica inc. (LULU) 1Q25 Review：Reiterate EW as Macro Remains Uncerta
$MCPHY 20250606-Barclays-McPhy Energy SA (MCPHY) Discontinuing Coverage
$MOS 20250606-Barclays-Mosaic (MOS) Lower DAP Volume drives Guidance Revision
$NOVOb 20250606-Barclays-Novo Nordisk (NOVOb) Weekly US diabetes & obesity market tracker
$PVH 20250606-Barclays-PVH Corp. (PVH) 1Q25 Review： Not Yet， But When？
$SGOB 20250606-Barclays-Saint_Gobain (SGOB) Steps towards future progress
$SRPT 20250606-Barclays-Sarepta Therapeutics， Inc (SRPT)  SRPT _ Key Takeaways from Barclays Speaking the
$TNGX 20250606-Barclays-Tango Therapeutics (TNGX) Post ASCO； Previewing Phase X Expansion Data for PRMT5

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**Related Topics**
[vvv](/topic/vvv)
[rai](/topic/rai)
[ulta](/topic/ulta)
[$ulta](/topic/$ulta)
[agilent technologies inc](/topic/agilent-technologies-inc)
[stocks healthcare](/topic/stocks-healthcare)
[$path](/topic/$path)
[ulta beauty inc](/topic/ulta-beauty-inc)

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