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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: 2025-07-17 13:32:02 UTC


$HPE 20250629-Wells Fargo-Hewlett Packard Enterprise Company  (HPE) DoJ Settles Suit on HPE's _$14B Acq 
$HILI 20250701-Evercore ISI-Home Improvement Lead Indicator  (HILI) : Beginning of Fundamental Shift,  Stuck
$OMDA 20250701-Evercore ISI-Omada Health, Inc. (OMDA) Mo' Members, Mo' Margins _Initiate Outperform w$21 
$JBHT 20250701-Wells Fargo-J.B. Hunt Transport Services, Inc. (JBHT) Cycle Pushes Costs Into Focus; Deep 
$OLN 20250701-Wells Fargo-Olin Corporation (OLN) When Will Those Clouds All Disappear? _Lowering NearTer
$AI 20250702-Deutsche Bank-Air Liquide (AI) Q2H1 results due July XX
$CE 20250702-Deutsche Bank-Credem (CE) The Jewel in the Crown
$ZAL 20250702-Deutsche Bank-Zalando (ZAL) No evidence of Chinese _dumping_ clothing into Europe yet
$KDP 20250702-Evercore ISI-Keurig Dr Pepper, Inc. (KDP) Texas judge rules that KDP can terminate Reyes' 
$TSLA 20250702-Wells Fargo-Tesla,Inc. (TSLA) Q2 Deliveries Slightly Miss with Continued Promo Push
$0522 20250703-DBS-ASMPT Limited (0522) Better AI_driven capex, but soft consumer demand still a drag
$BCG 20250703-Deutsche Bank-Baltic Classifieds Group (BCG) FY results a touch soft
$OREP 20250703-Deutsche Bank-L'Oreal (OREP) On location (+ post tariff market activity data)
$NOVN 20250703-Deutsche Bank-Novartis (NOVN) Entresto heads up on low_probability (and low_value?) delay s
$PLX 20250703-Deutsche Bank-Pluxee (PLX) Solid Q3, FY2526e guidance confirmed
$WOSG 20250703-Deutsche Bank-Watches of Switzerland Group (WOSG) FY25 in line, FY26 guidance captures 10% 
$SMMT 20250703-Evercore ISI-Summit Therapeutics Inc (SMMT) Reports of Significant Partnership Talks
$ATYR 20250703-Wells Fargo-aTyr Pharma, Inc. (ATYR) Takeaways from Our KOL Webcast Previewing Efzofitimod
$BLK 20250703-Wells Fargo-BlackRock, Inc. (BLK) 2Q25 Preview—Steady as She Goes
$JNJ 20250703-Wells Fargo-Johnson & Johnson (JNJ) Q2 Preview_Q2 Expectations Generally Seem Reasonable; 
$TRP 20250703-Wells Fargo-TC Energy Corp. (TRP) Columbia Gas Settlement Reached _ Positive Reaction
$002594 20250704-DBS-BYD Company (002594) Overseas strategy remains intact
$TASCO 20250704-DBS-Tipco Asphalt (TASCO) 2025F earnings strong, boosted by domestic sales
$9868 20250704-Deutsche Bank-XPeng (9868) _G7_ debuts with competitive price & _VLA_OL_ autonomous drivin
$EL 20250710-BofA Securities-Estee Lauder Companies Inc. (EL) A world reimagined
$EXPE 20250710-BofA Securities-Expedia  (EXPE) Moving past a rough quarter for US travel, Delta suggests 
$MDT 20250710-CITI-Medtronic Plc  (MDT)  Proposed CMS Coverage for Renal Denervation as Expected
$ETWO 20250710-Goldman Sachs-E2open Parent Holdings  (ETWO)  Updating model for F1Q26 results
$VIV 20250710-Goldman Sachs-Telefonica Brasil  (VIV) : Announced acquisition of 50% additional stake in 
$ADPORTS 20250711-BofA Securities-AD Ports (ADPORTS)  All eyes on returns post rapid expansion
$BARN 20250711-BofA Securities-Barry Callebaut AG (BARN) Choco Shock
$DAL 20250711-BofA Securities-Delta Air Lines  (DAL) A premium revenue story; maintain Buy rating and ra
$LEVI 20250711-BofA Securities-Levi Strauss & Co.  (LEVI) Early innings of an EPS revision cycle; reitera
$PEP 20250711-BofA Securities-PepsiCo  (PEP) 2Q25 Earnings Preview
$CBKG 20250711-CITI-Commerzbank  (CBKG)  Model Update
$HESM 20250711-CITI-Hess Midstream  (HESM) 2Q25 Earnings Preview: A Few Changes to Keep An Eye On
$HOLN 20250711-CITI-Holcim  (HOLN) Post spin_off: clear growth path ahead but valuation less attractive at
$HPP 20250711-CITI-Hudson Pacific Properties  (HPP) Model Update
$9666 20250711-CITI-Jinke Smart Services  (9666) Model and TP update
$605117 20250711-CITI-Ningbo Deye Technology  (605117) Power Shortages Driving Solar and Energy Storage Dem
$4187 20250711-CITI-Osaka Organic Chemical  (4187) Update: Heightened ArF demand could bring benefits
$BSANTANDER 20250711-CITI-Santander Chile  (BSANTANDER) Quarterly Preliminary Results 2Q25
$SMFT3 20250711-CITI-Smartfit  (SMFT3)  Reallocation Supports Continued Expansion and Growth; Keep Buy
$SBUX 20250711-CITI-Starbucks Corp  (SBUX)  Setting the Table for F3Q25: Improving US Top_Line Ahead, Flo
$SYENS 20250711-CITI-Syensqo  (SYENS)  Model Update
$TKOO 20250711-CITI-Tikehau Capital SCA  (TKOO) Adding Upside 30_Day Catalyst Watch
$VIST 20250711-CITI-Vista Energy SAB de CV  (VIST) Conf. Call highlights: 2025 guidance favors cash flow 
$BP 20250711-Goldman Sachs-BP Plc  (BP) : Adjusting our estimates ahead of 2Q25 results
$BNZL 20250711-Goldman Sachs-Bunzl  (BNZL) : 1H pre close update: Focus on 2H margin step up and MT margin
$3349 20250711-Goldman Sachs-Cosmos Pharmaceutical  (3349)  Earnings Review: In line; still expect company

![](https://pbs.twimg.com/card_img/1943553145935917056/yssRCiTI?format=jpg&name=800x419)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945838909528973771/c:line.svg)

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[$hpe](/topic/$hpe)
[hewlett packard enterprise co](/topic/hewlett-packard-enterprise-co)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/WhatMarketMind/status/1945838909528973771)

[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.]

WhatMarketMind Avatar WhatMarketMinds @WhatMarketMind on x 1097 followers Created: 2025-07-17 13:32:02 UTC

$HPE 20250629-Wells Fargo-Hewlett Packard Enterprise Company (HPE) DoJ Settles Suit on HPE's _$14B Acq $HILI 20250701-Evercore ISI-Home Improvement Lead Indicator (HILI) : Beginning of Fundamental Shift, Stuck $OMDA 20250701-Evercore ISI-Omada Health, Inc. (OMDA) Mo' Members, Mo' Margins _Initiate Outperform w$21 $JBHT 20250701-Wells Fargo-J.B. Hunt Transport Services, Inc. (JBHT) Cycle Pushes Costs Into Focus; Deep $OLN 20250701-Wells Fargo-Olin Corporation (OLN) When Will Those Clouds All Disappear? _Lowering NearTer $AI 20250702-Deutsche Bank-Air Liquide (AI) Q2H1 results due July XX $CE 20250702-Deutsche Bank-Credem (CE) The Jewel in the Crown $ZAL 20250702-Deutsche Bank-Zalando (ZAL) No evidence of Chinese dumping clothing into Europe yet $KDP 20250702-Evercore ISI-Keurig Dr Pepper, Inc. (KDP) Texas judge rules that KDP can terminate Reyes' $TSLA 20250702-Wells Fargo-Tesla,Inc. (TSLA) Q2 Deliveries Slightly Miss with Continued Promo Push $0522 20250703-DBS-ASMPT Limited (0522) Better AI_driven capex, but soft consumer demand still a drag $BCG 20250703-Deutsche Bank-Baltic Classifieds Group (BCG) FY results a touch soft $OREP 20250703-Deutsche Bank-L'Oreal (OREP) On location (+ post tariff market activity data) $NOVN 20250703-Deutsche Bank-Novartis (NOVN) Entresto heads up on low_probability (and low_value?) delay s $PLX 20250703-Deutsche Bank-Pluxee (PLX) Solid Q3, FY2526e guidance confirmed $WOSG 20250703-Deutsche Bank-Watches of Switzerland Group (WOSG) FY25 in line, FY26 guidance captures 10% $SMMT 20250703-Evercore ISI-Summit Therapeutics Inc (SMMT) Reports of Significant Partnership Talks $ATYR 20250703-Wells Fargo-aTyr Pharma, Inc. (ATYR) Takeaways from Our KOL Webcast Previewing Efzofitimod $BLK 20250703-Wells Fargo-BlackRock, Inc. (BLK) 2Q25 Preview—Steady as She Goes $JNJ 20250703-Wells Fargo-Johnson & Johnson (JNJ) Q2 Preview_Q2 Expectations Generally Seem Reasonable; $TRP 20250703-Wells Fargo-TC Energy Corp. (TRP) Columbia Gas Settlement Reached _ Positive Reaction $002594 20250704-DBS-BYD Company (002594) Overseas strategy remains intact $TASCO 20250704-DBS-Tipco Asphalt (TASCO) 2025F earnings strong, boosted by domestic sales $9868 20250704-Deutsche Bank-XPeng (9868) G7 debuts with competitive price & VLA_OL autonomous drivin $EL 20250710-BofA Securities-Estee Lauder Companies Inc. (EL) A world reimagined $EXPE 20250710-BofA Securities-Expedia (EXPE) Moving past a rough quarter for US travel, Delta suggests $MDT 20250710-CITI-Medtronic Plc (MDT) Proposed CMS Coverage for Renal Denervation as Expected $ETWO 20250710-Goldman Sachs-E2open Parent Holdings (ETWO) Updating model for F1Q26 results $VIV 20250710-Goldman Sachs-Telefonica Brasil (VIV) : Announced acquisition of 50% additional stake in $ADPORTS 20250711-BofA Securities-AD Ports (ADPORTS) All eyes on returns post rapid expansion $BARN 20250711-BofA Securities-Barry Callebaut AG (BARN) Choco Shock $DAL 20250711-BofA Securities-Delta Air Lines (DAL) A premium revenue story; maintain Buy rating and ra $LEVI 20250711-BofA Securities-Levi Strauss & Co. (LEVI) Early innings of an EPS revision cycle; reitera $PEP 20250711-BofA Securities-PepsiCo (PEP) 2Q25 Earnings Preview $CBKG 20250711-CITI-Commerzbank (CBKG) Model Update $HESM 20250711-CITI-Hess Midstream (HESM) 2Q25 Earnings Preview: A Few Changes to Keep An Eye On $HOLN 20250711-CITI-Holcim (HOLN) Post spin_off: clear growth path ahead but valuation less attractive at $HPP 20250711-CITI-Hudson Pacific Properties (HPP) Model Update $9666 20250711-CITI-Jinke Smart Services (9666) Model and TP update $605117 20250711-CITI-Ningbo Deye Technology (605117) Power Shortages Driving Solar and Energy Storage Dem $4187 20250711-CITI-Osaka Organic Chemical (4187) Update: Heightened ArF demand could bring benefits $BSANTANDER 20250711-CITI-Santander Chile (BSANTANDER) Quarterly Preliminary Results 2Q25 $SMFT3 20250711-CITI-Smartfit (SMFT3) Reallocation Supports Continued Expansion and Growth; Keep Buy $SBUX 20250711-CITI-Starbucks Corp (SBUX) Setting the Table for F3Q25: Improving US Top_Line Ahead, Flo $SYENS 20250711-CITI-Syensqo (SYENS) Model Update $TKOO 20250711-CITI-Tikehau Capital SCA (TKOO) Adding Upside 30_Day Catalyst Watch $VIST 20250711-CITI-Vista Energy SAB de CV (VIST) Conf. Call highlights: 2025 guidance favors cash flow $BP 20250711-Goldman Sachs-BP Plc (BP) : Adjusting our estimates ahead of 2Q25 results $BNZL 20250711-Goldman Sachs-Bunzl (BNZL) : 1H pre close update: Focus on 2H margin step up and MT margin $3349 20250711-Goldman Sachs-Cosmos Pharmaceutical (3349) Earnings Review: In line; still expect company

XX engagements

Engagements Line Chart

Related Topics $jbht $omda $hili $14b doj $hpe hewlett packard enterprise co stocks technology

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post/tweet::1945838909528973771
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