All articles — 19506 total
Modine Manufacturing closed Tuesday at $208.06, down nearly 10% on the day and 16% on the week, as the fiscal Q1 print landed and the market delivered its verdict. The earnings reaction is the story this week. The…
Mid-America Apartment Communities reported Q2 earnings on July 29 and the market liked what it heard — the stock closed at $135.64 on July 28, up 1.6% on the day and 2.6% on the week, outperforming most of its…
Meritage Homes reports Q2 results tomorrow against a backdrop that captures the homebuilder sector's split personality right now: peers rallying hard into earnings, Goldman lifting its target, yet the stock sitting 14%…
McGrath RentCorp heads into the back half of summer with options traders notably less defensive than they were a month ago — even as the stock itself drifts a little lower. The clearest shift this week is in options…
Markel Group heads into its Q2 earnings release on July 30 with the stock near a one-month high, options positioning still tilted defensive, and a recent earnings track record that has consistently punished bulls. The…
MGIC Investment Corporation reports Q2 results on July 30 with a notable divergence at its core: the stock has rallied 5% on the week and nearly 10% over the past month, yet virtually everyone with direct knowledge of…
M&T Bank enters the back half of summer with short sellers in retreat and options markets flashing their most bullish signal in months — a combination that reinforces the stock's 6.5% climb over the past month to…
Lam Research reported Q4 2026 results on July 29 and the stock's post-earnings reaction has extended the damage from a bruising month, with the defining tension unchanged: the analyst community remains firmly bullish…
LSB Industries heads into its Q2 earnings print — scheduled for July 30 — with options traders expressing the most bullish positioning seen in a year, even as short sellers quietly rebuild their bets. The clearest…
KSS enters the final stretch before its August 27 earnings with short interest entrenched near 27% of float — one of the heaviest short positions in US retail — while the stock quietly posts a 5.3% weekly gain to…
Johnson & Johnson has pushed further into recovery territory, adding 6.4% on the week to close at $266.73 — now sitting above several analyst price targets and approaching the upper end of the Street's consensus…
Hexcel Corporation heads into its Q2 earnings release — scheduled for July 30 — with its Chairman and CEO having sold over $11.6 million worth of stock in the past two weeks, even as the shares trade near multi-month…
HealthStream arrives at its August 3 earnings release having gained 3.6% on the week and 7.9% over the past month — yet the most striking development this week is not the rally but the abrupt shift in how options…
Hawkins, Inc. heads into its August 5 quarterly report carrying a month-long price slide, a quick rebuild in short positions this week, and a Street that is divided on whether the specialty chemicals distributor…
L3Harris Technologies has followed through on the setup described in last week's preview: the July 29 earnings print triggered another positive reaction, and the stock is now up nearly 10% on the week to $305.20 — a…
Flowserve Corporation reports Q2 results on July 30 with shorts unwinding sharply and options positioning at some of the most call-heavy levels of the past year — a setup that contrasts with a Street still cautious on…
Fifth Third Bancorp enters the back half of July with a notable shift in how both shorts and options traders are positioned — a story of conviction unwinding on the bearish side. The most striking move this week is a…
FICO enters the week after its July 29 earnings print in a materially different position than the one described in Sunday's preview note — the stock has ripped 9% on the week and short sellers are heading for the…
FMC reports second-quarter results on July 30 with short sellers sitting at their most aggressive in months and the Street trimming targets into the print. The short position has become the dominant story. Short…
ExxonMobil closed Tuesday at $153.04 — down 1.1% on the day but still up nearly 1% on the week — with Q2 results now out and the stock's first meaningful analyst downgrade in weeks landing simultaneously. The analyst…
