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JBGS logo
Earnings PreviewJBGS

JBGS Bears Hold Ground Heading Into Earnings

JBG SMITH Properties enters its August 4 earnings print carrying one of the heavier short burdens in the office REIT sector — and bears have been adding to their position. Short interest has climbed nearly 18% of the…

1 min read
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Earnings PreviewSNAP

Snap Faces Second Earnings Test in a Week

SNAP heads into its August 5 print carrying momentum from a post-earnings relief rally — but options traders are the most defensively positioned they have been all year. The clearest signal is in options, and it has…

1 min read
ICHR logo
Earnings PreviewICHR

ICHR Bucks Peer Weakness as Analysts Race to Lift Targets

Ichor Holdings reports Q2 results tonight against a striking backdrop: the stock has bucked a broad selloff in semiconductor equipment names, surging 6.6% on Monday while close peers UCTT, MKSI, and KLIC fell between…

1 min read
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Earnings PreviewCRSP

CRSP's Heavy Short Interest Heads Into a Pivotal Print

CRSP enters Tuesday's earnings report carrying one of the most crowded short positions in biotech — yet the bears have spent the past month quietly retreating. Short interest is running at 20.6% of the free float, a…

1 min read
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Earnings PreviewATKR

Atkore Earnings Drop Into a $3.3bn Takeover Story

ATKR reports quarterly results today, but the earnings print is almost beside the point — Prysmian S.p.A. announced a definitive agreement to acquire the company for $3.3 billion on August 3, and that deal now…

1 min read
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Earnings PreviewSHAK

Analysts Trim Targets, but Insiders Bought the Dip

SHAK heads into its August 5 earnings print with the most interesting story sitting not in the short book, but in the divergence between what insiders did in May and what analysts have been doing ever since. The…

1 min read
LNTH logo
Earnings PreviewLNTH

Analysts Turn Cautious on LNTH Ahead of Thursday's Print

Lantheus Holdings enters its August 6 earnings report with analyst sentiment shifting decisively negative in the final days before the release — a meaningful change from the broadly constructive tone that prevailed…

1 min read
MTUS logo
Earnings PreviewMTUS

Metallus Options Signal Caution Ahead of Q2 Print

MTUS heads into its August 4 earnings release with options traders noticeably more defensive than they have been all year. The shift in options positioning is the sharpest signal in the data. The put/call ratio has…

1 min read
IVT logo
Earnings PreviewIVT

IVT's Options Spike Stands Out Ahead of Q2 Print

IVT heads into its August 4 earnings report with options positioning sending an unusually sharp defensive signal — one that sits well outside the norm for this quiet retail REIT. The clearest anomaly is in the options…

1 min read
VCYT logo
Earnings PreviewVCYT

VCYT Crashes Into Earnings After a Brutal Month

Veracyte arrives at today's after-hours print having shed more than 21% in the past month, with the stock closing Monday at $44.85 — and the week's damage of nearly 20% coming on top of an additional 3% drop in the…

1 min read
AAOI logo
Earnings PreviewAAOI

AAOI Shorts Retreat as Analysts See Room to Run

Applied Optoelectronics heads into its August 6 earnings print having staged a sharp rebound, with shorts quietly unwinding and analysts still pricing in significant upside — despite the stock trading well below its…

1 min read
BCC logo
Earnings PreviewBCC

BCC Jumps 8.7% Into the Print — Bears Face a Changed Setup

Boise Cascade walks into today's Q2 earnings release in a dramatically different position than the one described four days ago: the stock has surged 8.7% in a single session to $83.03, erasing the bearish price…

1 min read
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Earnings PreviewNMFC

NMFC Reports Q2 Beat, but Analyst Targets Trail the Rally

NMFC heads into its Q2 earnings print today having already shown its hand — and the market liked what it saw. The most striking element of this setup is the pre-market reaction. Q2 net investment income of $0.47 per…

1 min read
IRT logo
Earnings PreviewIRT

Barclays Upgrade Sets the Stage for IRT's Q2 Print

Independence Realty Trust heads into its Q2 earnings release with the most consequential analyst action in months pointing in the bulls' direction — but the stock still trades well below where the Street thinks it…

1 min read
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Earnings PreviewSBRA

SBRA Heads Into Earnings With Shorts in Retreat

Sabra Health Care REIT reports today with a clear tension at its core: short sellers have been quietly exiting even as the stock has slid sharply in the past week, creating a divergence that makes the positioning…

1 min read