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Earnings PreviewLH

Labcorp Bulls Take Over as Shorts Retreat

LH heads into its July 30 earnings print with options markets flashing unusually bullish conviction — a sharp break from the defensive tone that dominated for much of the past two months. The shift in options…

1 min read
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Earnings PreviewKIM

KIM Options Turn Defensive Ahead of Q2 Print

Kimco Realty heads into its July 30 earnings release with options markets sending an unusually defensive signal — one that stands in contrast to an otherwise relaxed short-selling backdrop. The clearest tension is in…

1 min read
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Earnings PreviewIRM

IRM Heads Into Earnings With Analysts Bullish, CEO Selling

Iron Mountain reports Q2 results on July 30 with a notable split between bullish analyst momentum and persistent insider selling at the top. The insider picture is the sharpest tension heading into the print. CEO…

1 min read
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Earnings PreviewIP

IP Shorts Hold Firm as Stock Surges Into Earnings

International Paper heads into its July 30 Q2 print riding a 15% one-month rally, with short sellers sitting on meaningful paper losses but refusing to cover. The stock's surge is the standout setup detail here. IP…

1 min read
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Earnings PreviewING

ING Eyes Q2 Beat After H1 Profit Surge

ING heads into its July 30 second-quarter earnings report on the back of the strongest fundamental momentum the bank has seen in years. The story heading into this print is already half-told. A recent market note…

1 min read
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Earnings PreviewHSY

Hershey's Analyst Cuts Deepen as Earnings Loom

HSY heads into its July 30 earnings release with the analyst community's target-cutting campaign intensifying and the stock's largest shareholder continuing to reduce its position. The analyst revision trend has grown…

1 min read
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Earnings PreviewHIG

Hartford Drops After Q2 Beat — Peers Rally While HIG Lags

HIG heads into Thursday's formal earnings release at $140.53, down 1.2% on Friday, even as its closest insurance peers posted broad gains — a divergence that frames the question the print must answer. The peer gap is…

1 min read
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Earnings PreviewAJG

AJG Bulls Pile In as Street Targets 14% Upside

Arthur J. Gallagher & Co. heads into its July 30 earnings report with options traders the most bullish they've been all year. The clearest pre-earnings signal comes from options. Call activity has overwhelmed put…

1 min read
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Earnings PreviewBEN

Franklin Resources Heads Into Q3 Print With Bears in Retreat

Franklin Resources reports fiscal Q3 results on July 30 with short sellers quietly stepping back and options traders showing little urgency in either direction — a notably calm setup for a stock that has been under…

1 min read
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Earnings PreviewEME

EMCOR Bulls Bank on Backlog as Stock Slides Into Q2 Print

EME heads into its July 30 Q2 earnings report down 11% over the past month, testing whether a premium-valued construction franchise can hold investor confidence after a sharp de-rating. Options positioning signals the…

1 min read
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Earnings PreviewCFR

Cullen/Frost Heads Into Q2 Print Trading Above Analyst Consensus

CFR reports second-quarter results on July 30 with the stock already trading above the average analyst price target — a setup that puts the burden of proof squarely on the earnings release. The most striking feature of…

1 min read
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Earnings PreviewSBS

SABESP Options Shift Defensive as Shorts Climb Into Q2 Print

SBS heads into its July 30 earnings release with options traders showing their most cautious posture in months, even as the lending market stays relatively relaxed. The clearest pre-earnings signal is in options. The…

1 min read
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Earnings PreviewVALE

Vale Heads Into Q2 Print With Street Cutting Targets

Vale S.A. arrives at Thursday's Q2 earnings release with the analyst community actively trimming targets, even as the stock clawed back ground this week. The clearest pre-earnings signal is the direction of analyst…

1 min read
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Earnings PreviewCPT

CPT Shorts Retreat as Analysts Lift Targets Before Q2 Print

Camden Property Trust heads into its July 30 Q2 earnings report with short sellers quietly stepping back and the analyst community turning more constructive — a combination that frames the print as a test of whether…

1 min read
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Earnings PreviewBTI

BTI Heads Into H1 Results With Shorts in Retreat

BTI reports first-half results on July 30 with one of the most striking shifts in its lending market in months — short sellers have almost entirely withdrawn from the stock in a single session. The most notable…

1 min read
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Earnings PreviewBMY

BMY Heads Into Q2 With Momentum Built, Pipeline Under Scrutiny

Bristol-Myers Squibb reports second-quarter results on July 30 with the stock riding its strongest stretch in months, but the debate heading into the print centres on whether a rebuilt pipeline can replace the revenue…

1 min read
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Earnings PreviewBWA

BWA Options Signal Caution as Shorts Cover Ahead of Q2 Print

BorgWarner heads into its July 30 Q2 earnings report with options traders markedly more defensive than usual, even as short sellers have been quietly stepping back. The options market is the clearest signal of…

1 min read

Bears Circle Chewy, Wolfspeed, and a Bank Surprise

Short sellers are making bold moves this week. CHWY leads the charge among larger names, with SI % of free float at a massive 72.4% — up nearly 6 percentage points in seven days. Bears see little sign of letting go.…

1 min read