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TOST logo
Trader NoteTOST

Toast Analysts Flood the Tape Post-Earnings

TOST just delivered its Q2 results and the Street responded with a near-unanimous target raise — the clearest post-earnings analyst reaction the stock has seen in recent memory. Ten firms raised price targets on August…

1 min read
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Trader NoteMQ

Marqeta Reports as Peers Surge and Options Stay Call-Heavy

MQ heads into its August 6 earnings release with short interest near record lows, a lending market that is essentially friction-free, and options positioning that remains firmly tilted toward calls — but the payment…

1 min read
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Trader NoteARES

Ares Pops 12% Post-Earnings as Shorts Continue to Retreat

ARES has delivered its most impressive week in months, jumping nearly 12% after a blowout July 31 earnings print sent the stock to $142.91 — and the question now is whether the analyst upgrades and fading short…

1 min read
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Trader NoteTWST

TWST Surges Into Earnings With Shorts Holding Firm

Twist Bioscience heads into the aftermath of its August 3 earnings print with a sharp post-results rally running headlong into one of the most stubborn short positions in biotech. The stock jumped 8.6% on the day of…

1 min read
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Trader NoteONDS

ONDS Bears Hold Firm as Stock Rallies Into Earnings

Ondas Inc. enters its August 13 earnings print with a striking divergence: the stock is up 13% on the week, yet the short position remains one of the most extreme in the market and the borrow is completely locked. The…

1 min read
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Trader NoteELAN

Elanco Q2 Lands, Shorts Keep Retreating

Elanco Animal Health has now printed its Q2 results — the event the market spent last week pricing in — and the question shifts from anticipation to what the data reveals about positioning as the dust settles. The…

1 min read
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Trader NoteCWK

CWK Reports Tomorrow With Shorts Quietly Retreating

Cushman & Wakefield heads into its Q2 earnings print — scheduled for tomorrow morning — with short sellers slowly unwinding and options traders showing no particular alarm. The most interesting dynamic in the lending…

1 min read
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Trader NoteBE

Bloom Energy's Post-Earnings Snap-Back Resets the Story

Bloom Energy has staged a remarkable reversal since its July 30 earnings print — up 37% on the week to $228.11 — and the question now is how much of that is genuine repricing versus a mechanical squeeze of a stock that…

1 min read
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Trader NoteXLC

XLC Bear Retreat Deepens as Lending Conditions Ease

The XLC Communication Services ETF has spent the past six weeks telling one consistent story: bears are leaving, and the data keeps confirming it. Short interest has now fallen to 2.5% of the free float — down 36% from…

1 min read
BV logo
Trader NoteBV

BrightView Reports With the Market Already Braced

BV delivered its earnings this morning into a market that had positioned heavily for downside — and the week's price action suggests that caution was not misplaced. The most striking feature of the current setup…

1 min read
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Trader NoteSPOT

Spotify Slips Post-Earnings as Analysts Nudge Targets

SPOT dropped 6.5% on the week to $478.17, a post-earnings deflation that raises a pointed question: the August 4 print delivered, but the stock still fell. The analyst reaction on August 5 captured the mood well.…

1 min read
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Trader NoteZS

ZS Bounces Hard, but Shorts Are Quietly Rebuilding

Zscaler heads into its September 1 earnings window with a conflicted setup: the stock is up 7.6% on the week and 10.8% over the past month, yet short sellers have been steadily adding positions since mid-July, and…

1 min read
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Trader NoteKIDS

KIDS Jumps 5% as Analysts Lift Targets After Earnings

OrthoPediatrics Corp. delivered a strong enough quarter to move the Street, with the stock up 5.2% on the week to $20.88 and two analyst upgrades in the analysts' notebooks within 24 hours of results — the sharpest…

1 min read